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Upper Valley Waldorf School

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Primary, Elementary Schools (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.

Summary charts: organization finances over time

Revenue
$2.52M (2023)

Expenses
$2.83M (2023)

Total Assets
$4.03M (2023)

Total Liabilities
$935k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,523,028
Expenses
$2,827,174
Net Income
-$304,146
Net Assets
$3,090,310
Notable Sources of Revenue Percent of Total Revenue
Contributions $353,313
14.0%
Program Services $2,169,715
86.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $156,392
5.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,141,148
40.4%
Assets/Debt
Total Assets $4,025,033
Total Liabilities $934,723
Net Assets $3,090,310
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Brian Wolff (Administrative Director) $62,378 $0 $1,084
June Albright (Handwork Subject Teacher) $54,712 $0 $8,311
Catherine Erin Castner Lord (Orchestral Strings Teacher) $42,868 $0 $15,013
Elizabeth Craib (Board Chair) $0 $0 $0
Heidi Thunberg (Treasurer) $0 $0 $0
Emily Maclaury (Secretary) $0 $0 $0
Jasper Albright (Board Member) $0 $0 $0
Matthew Houde (Board Member) $0 $0 $0
Ruth Perkins (Board Member) $0 $0 $0
Lauren Whittlesey (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,559,897
Expenses
$2,730,995
Net Income
-$171,098
Net Assets
$3,394,456
Notable Sources of Revenue Percent of Total Revenue
Contributions $396,743
15.5%
Program Services $2,160,715
84.4%
Investment Income $1
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $2,086
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $352
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $175,387
6.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,200,299
Total Liabilities $805,843
Net Assets $3,394,456
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Brian Wolff (Administrative Director) $57,639 $0 $16,118
June Albright (Handwork Subject Teacher) $50,779 $0 $8,521
Catherine Erin Castner Lord (Orchestral Strings Teacher) $39,795 $0 $836
Elizabeth Craib (Board Chair) $0 $0 $0
Julie Thom (Secretary) $0 $0 $0
Heidi Thunberg (Treasurer) $0 $0 $0
Emily Maclaury (Board Member) $0 $0 $0
Elissa Kellner (Board Member) $0 $0 $0
Jasper Albright (Board Member) $0 $0 $0
Nathan Laffin (Board Member) $0 $0 $0
Ruth Perkins (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,813,804
Expenses
$2,564,197
Net Income
$249,607
Net Assets
$3,565,554
Notable Sources of Revenue Percent of Total Revenue
Contributions $876,957
31.2%
Program Services $1,936,773
68.8%
Investment Income $5
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $69
0.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $178,669
7.0%
Professional Fundraising Fees $0
Other Salaries and Wages $944,098
36.8%
Assets/Debt
Total Assets $4,339,471
Total Liabilities $773,917
Net Assets $3,565,554
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
June Albright (Handwork Subject Teacher) $48,857 $0 $14,684
Catherine Erin Castner Lord (Orchestral Strings Teacher) $40,968 $0 $15,566
Brian Wolff (Administrative Director) $23,282 $0 $440
Amy Morel (Board Chair) $0 $0 $0
Julie Thom (Secretary) $0 $0 $0
Heidi Thunberg (Treasurer) $0 $0 $0
Mike Welch (Board Member) $0 $0 $0
Elizabeth Craib (Board Member) $0 $0 $0
Emily Maclaury (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,254,282
Expenses
$2,329,125
Net Income
-$74,843
Net Assets
$3,315,947
Notable Sources of Revenue Percent of Total Revenue
Contributions $274,041
12.2%
Program Services $1,974,214
87.6%
Investment Income $12
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $6,015
0.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $114,011
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $839,010
36.0%
Assets/Debt
Total Assets $4,289,541
Total Liabilities $973,594
Net Assets $3,315,947
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
June Albright (Faculty Representative) $48,857 $0 $14,696
Christine Scherding (Administrative Director) $21,756 $0 $1,874
Melanie Sheehan (Board Chair/Secretary) $0 $0 $0
Lisa Cosentino (Secretary/Board Member) $0 $0 $0
Keith Milone (Treasurer) $0 $0 $0
David Jaacks (Board Member) $0 $0 $0
Julie Thom (Board Member/Board Chair) $0 $0 $0
Mike Welch (Board Member) $0 $0 $0
Amy Morel (Board Member) $0 $0 $0
Kathryn Dalpra (Board Member) $0 $0 $0
Heidi Thunberg (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,136,828
Expenses
$2,222,303
Net Income
-$85,475
Net Assets
$3,390,791
Notable Sources of Revenue Percent of Total Revenue
Contributions $246,342
11.5%
Program Services $1,886,883
88.3%
Investment Income $20
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $3,583
0.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $162,134
7.3%
Professional Fundraising Fees $0
Other Salaries and Wages $838,999
37.8%
Assets/Debt
Total Assets $4,303,191
Total Liabilities $912,400
Net Assets $3,390,791
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Christine Scherding (Administrative Director) $47,744 $0 $3,020
June Albright (Faculty Representative) $42,480 $0 $19,537
Carolyn Begley Term 82718 (Faculty Representative) $34,423 $0 $16,704
Julie Geoghegan Term 111718 (Board Member/ Board Vice Chair) $6,924 $0 $4,677
Melanie Sheehan (Board Chair/Secretary) $0 $0 $0
Lisa Cosentino (Secretary/Board Member) $0 $0 $0
Keith Milone (Treasurer) $0 $0 $0
Jon Huntington (Board Member/ Board Vice Chair) $0 $0 $0
David Jaacks (Board Member) $0 $0 $0
Julie Thom (Board Member/Board Chair) $0 $0 $0
Ted Manning Term 111718 (Board Member/ Board Chair) $0 $0 $0
Mike Welch (Board Member) $0 $0 $0
Amy Morel (Board Member) $0 $0 $0
Kate Dalpra (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,306,660
Expenses
$2,283,775
Net Income
$22,885
Net Assets
$3,476,266
Notable Sources of Revenue Percent of Total Revenue
Contributions $266,351
11.5%
Program Services $2,038,984
88.4%
Investment Income $38
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,287
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $223,573
9.8%
Professional Fundraising Fees $0
Other Salaries and Wages $819,701
35.9%
Assets/Debt
Total Assets $4,241,437
Total Liabilities $765,171
Net Assets $3,476,266
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Christine Scherding (Administrative Director) $45,485 $0 $2,700
June Albright (Faculty Representative) $41,709 $0 $17,865
Carolyn Begley (Faculty Representative) $39,915 $0 $27,796
Shifra Levine Term 5518 (Faculty Representative) $36,654 $0 $14,272
Melanie Sheehan (Board Chair) $0 $0 $0
Lisa Cosentino (Secretary) $0 $0 $0
Keith Milone (Treasurer) $0 $0 $0
Jay Stroud (Board Member) $0 $0 $0
Emily Maclaury (Board Member/Vice Chair) $0 $0 $0
Andrew Mclaughlin (Board Member) $0 $0 $0
Jon Huntington (Board Vice Chair) $0 $0 $0
David Jaacks (Board Member) $0 $0 $0
Julie Thom (Board Member) $0 $0 $0
Rob Korhonen Term 5518 (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,900,842
Expenses
$2,317,392
Net Income
$2,583,450
Net Assets
$3,453,380
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,861,626
58.4%
Program Services $2,031,658
41.5%
Investment Income $44
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,514
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $154,364
6.7%
Professional Fundraising Fees $0
Other Salaries and Wages $861,394
37.2%
Assets/Debt
Total Assets $4,596,949
Total Liabilities $1,143,569
Net Assets $3,453,380
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Carolyn Begley (Faculty Representative) $39,160 $0 $26,188
Christine Scherding (Administrative Director) $37,708 $0 $16,111
Shifra Levine (Faculty Representative) $35,997 $0 $13,579
Melanie Sheehan (Board Chair) $0 $0 $0
Amy Morel (Board Vice Chair) $0 $0 $0
Lisa Cosentino (Secretary) $0 $0 $0
Keith Milone (Treasurer) $0 $0 $0
Jay Stroud (Board Member) $0 $0 $0
Emily Maclaury (Board Member) $0 $0 $0
Andrew Mclaughlin (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,277,559
Expenses
$2,224,968
Net Income
$52,591
Net Assets
$869,932
Notable Sources of Revenue Percent of Total Revenue
Contributions $303,174
13.3%
Program Services $1,963,427
86.2%
Investment Income $36
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,922
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $227,501
10.2%
Professional Fundraising Fees $0
Other Salaries and Wages $790,132
35.5%
Assets/Debt
Total Assets $1,909,487
Total Liabilities $1,039,555
Net Assets $869,932
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
June Albright (Faculty Representative) $43,870 $0 $16,000
Julia Pellegrino 70115 112115 (Faculty Representative) $42,786 $0 $16,000
Carolyn Begley (Faculty Representative) $39,636 $0 $25,734
Christine Scherding (Administrative Director) $38,023 $0 $18,568
Melanie Sheehan (Board Chair) $0 $0 $0
Amy Morel 7115 82615 (Board Vice Chair) $0 $0 $0
Sarah Rooker82715 63016 (Board Vice Chair) $0 $0 $0
Lisa Cosentino (Secretary) $0 $0 $0
Keith Milone (Treasurer) $0 $0 $0
Rachel Gross (Board Member) $0 $0 $0
Jay Stroud (Board Member) $0 $0 $0
Laura Williams (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,184,552
Expenses
$2,113,146
Net Income
$71,406
Net Assets
$781,347
Notable Sources of Revenue Percent of Total Revenue
Contributions $343,565
15.7%
Program Services $1,830,013
83.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,974
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $59,139
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $884,293
41.8%
Assets/Debt
Total Assets $1,887,094
Total Liabilities $1,105,747
Net Assets $781,347
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Julia Pellegrino (Faculty Representative) $41,679 $0 $14,637
Carolyn Begley (Faculty Representative) $36,596 $0 $10,505
Christine Scherding (Administrative Director) $35,656 $0 $17,061
Jenny Mckenna (Development Director) $25,359 $0 $300
Jane Soderquist (Board Member) $0 $0 $0
Sarah Pinneo 7114 82814 (Treasurer) $0 $0 $0
Amy Morel (Board Vice Chair) $0 $0 $0
Julie Geoghegan 7114 82814 (Board Chair) $0 $0 $0
Melanie Sheehan (Secretary) $0 $0 $0
Rachel Gross (Board Member) $0 $0 $0
Sarah Rooker82914 63015 (Board Chair) $0 $0 $0
Keith Milone 82914 63015 (Treasurer) $0 $0 $0
Marcy Chong (Board Member) $0 $0 $0
Steve Silver (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,056,663
Expenses
$1,954,733
Net Income
$101,930
Net Assets
$709,942
Notable Sources of Revenue Percent of Total Revenue
Contributions $318,422
15.5%
Program Services $1,719,250
83.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $18,991
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $52,362
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $802,452
41.1%
Assets/Debt
Total Assets $1,770,614
Total Liabilities $1,060,672
Net Assets $709,942
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Julia Pellegrino (Faculty Representative) $39,346 $0 $13,074
Cory Waletzko (Faculty Representative) $35,393 $0 $4,807
Christine Scherding (Administrative Director) $34,917 $0 $13,079
Jane Soderquist (Board Member) $0 $0 $0
Sarah Pinneo (Treasurer) $0 $0 $0
Amy Morel (Board Vice Chair) $0 $0 $0
Julie Geoghegan (Board Chair) $0 $0 $0
Melanie Sheehan (Secretary) $0 $0 $0
Jenny Mckenna (Development Director) $0 $0 $0
Rachel Gross (Board Member) $0 $0 $0
Sarah Rooker (Board Member) $0 $0 $0
John Brennan (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,898,143
Expenses
$1,935,678
Net Income
-$37,535
Net Assets
$608,012
Notable Sources of Revenue Percent of Total Revenue
Contributions $322,444
17.0%
Program Services $1,574,147
82.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,552
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $50,669
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $865,357
44.7%
Assets/Debt
Total Assets $1,623,971
Total Liabilities $1,015,959
Net Assets $608,012

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,984,769
Expenses
$1,904,846
Net Income
$79,923
Net Assets
$645,549
Notable Sources of Revenue Percent of Total Revenue
Contributions $302,810
15.3%
Program Services $1,686,063
85.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $1,364
0.1%
Sales of Assets -$7,031
Net Inventory Sales $0
Other Revenue $1,563
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $55,628
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $841,407
44.2%
Assets/Debt
Total Assets $1,749,791
Total Liabilities $1,104,242
Net Assets $645,549

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,844,331
Expenses
$1,778,014
Net Income
$66,317
Net Assets
$565,627
Notable Sources of Revenue Percent of Total Revenue
Contributions $307,025
16.6%
Program Services $1,522,137
82.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,169
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $36,352
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $775,418
43.6%
Assets/Debt
Total Assets $1,770,567
Total Liabilities $1,204,940
Net Assets $565,627

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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