2023-05-05T08:19:36-05:00 2022-06-30 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990 2021-07-01 042574089 THE WALDORF SCHOOL INC WALD 7818631063 739 MASSACHUSETTS AVENUE LEXINGTON MA 024203916 CHRISTIAN WEEKS TREASURER 7818631063 2023-05-02 1 CHRISTIAN WEEKS 999009999 SANDRA M BROWN CPA P01614103 5088717178 2023-04-28 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CHRISTIAN WEEKS 739 MASSACHUSETTS AVENUE LEXINGTON MA 024203916 6253212 0 X WWW.THEWALDORFSCHOOL.ORG X 1971 MA TO PROVIDE AN EDUCATIONAL ENVIRONMENT THAT SUPPORTS THE PHYSICAL, SPIRITUAL, SOCIAL AND INTELLECTUAL GROWTH AND DEVELOPMENT OF OUR STUDENTS IN GRADES K-8. 15 13 68 100 0 0 991492 840290 3588312 4633044 -22157 20372 55205 670220 4612852 6163926 481171 645700 0 0 2987873 3630054 0 0 150919 1032710 950323 4501754 5226077 111098 937849 6002732 6213572 1817260 1238986 4185472 4974586 X TO PROVIDE AN EDUCATIONAL ENVIRONMENT THAT SUPPORTS THE PHYSICAL, SPIRITUAL, SOCIAL AND INTELLECTUAL GROWTH AND DEVELOPMENT OF OUR STUDENTS, PRESCHOOL TO GRADE 8. OUR WORK IS BASED ON THE EDUCATIONAL CONTRIBUTIONS OF RUDOLF STEINER AND HIS INSIGHTS INTO HUMAN DEVELOPMENT AND SOCIAL FORMS. OUR GOAL IS TO AWAKEN AND FOSTER IN OUR STUDENTS: A SENSE OF WONDER; CREATIVE AND INQUIRING MINDS; A WELL-FOUNDED BELIEVE IN THEIR CAPACITIES; STRENGTH OF CHARACTER, WILL, INTELLECT; AND COMPASSION FOR AND INTEREST IN ALL LIFE. 0 0 4293595 645700 4633044 ONE OF OVER 1,200 WALDORF SCHOOLS WORLDWIDE, WALDORF SCHOOL OF LEXINGTON (WSL) SERVES NEARLY 200 STUDENTS FROM PRESCHOOL THROUGH GRADE EIGHT. OUR PROGRAM FEATURES HIGHLY TRAINED, EXPERIENCED FACULTY AND AN ACADEMIC CURRICULUM THAT IS CAREFULLY MAPPED TO CHILDREN'S SOCIAL, EMOTIONAL, AND PHYSICAL DEVELOPMENTAL STAGES. THE CORNERSTONE OF WSL'S EARLY CHILDHOOD PROGRAM IS CREATIVE FREE PLAY, WHICH RESEARCH INDICATES IS CRUCIAL FOR HEALTHY DEVELOPMENT. WE ARE INTENTIONAL IN OUR FOCUS ON DEVELOPMENT AT EARLY AGES AND DO NOT ACCELERATE ACADEMIC LEARNING IN PRESCHOOL OR KINDERGARTEN. CARING TEACHERS CREATE A WARM, NURTURING ENVIRONMENT, WHERE AN UNHURRIED CHILDHOOD CAN UNFOLD. THE SCHOOL OPENED FOR FULL IN-PERSON CLASSES IN SEPTEMBER 2020, FOLLOWING CLOSURE IN SPRING 2020 DUE TO THE COVID-19 PANDEMIC.THE SCHOOL ADOPTED SIGNIFICANT SAFETY PROTOCOLS AND MODIFIED A VARIETY OF ITS PROGRAMS TO ALLOW SAFER DELIVERY OF IN-PERSON LEARNING. THE SCHOOL WAS FULLY OPEN WITH IN PERSON LEARNING FOR THE 2020-2021 SCHOOL YEAR. 4293595 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 68 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 13 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X ELLEN VARNEY 7818631063 739 MASSACHUSETTS AVENUE LEXINGTON MA 02420 ALISON DISALVO-RYAN PRESIDENT 1.00 X X 0 0 0 ITAI ROLNICK TRUSTEE 1.00 X 0 0 0 CHRISTA ANDREA FABER TRUSTEE/TEACHER 20.00 X 34558 0 15731 ANNE KELLY TRUSTEE 1.00 X 0 0 0 SAMARJIT SHANKAR TRUSTEE 1.00 X 0 0 0 DR LYDIA KNUTSON TRUSTEE 1.00 X 0 0 0 CARLOS TROSTLI TRUSTEE 1.00 X 0 0 0 KATHLEEN WILLIAMS SECRETARY 1.00 X X 0 0 0 CHRISTIAN WEEKS TREASURER 1.00 X X 0 0 0 WALTER DUNCAN TRUSTEE 1.00 X 0 0 0 LUKE MITCHESON VICE PRESIDENT 1.00 X X 0 0 0 ELIZABETH READING TRUSTEE/TEACHER 40.00 X 46997 0 22763 CHARLIE DANZOLL TRUSTEE 1.00 X 0 0 0 ANDREW LINNELL TRUSTEE 1.00 X 0 0 0 ANN WIEDIE TRUSTEE 1.00 X 0 0 0 ELLEN VARNEY FINANCE & OPERATIONS DIREC 40.00 X 96121 0 15754 LAUREN SMITH SCHOOL DIRECTOR 40.00 X 74296 0 7972 251972 0 62220 0 0 0 0 0 614820 225470 44475 840290 TUITION AND FEES 611600 4536680 4536680 AUXILIARY ACTIVITIES 611600 96364 96364 4633044 18630 18630 6750 5008 1742 1742 1742 132999 84278 48721 48721 EMPLOYER RETENTION TAX 900099 544049 544049 COVID TESTING FEE INCO 900099 67600 67600 MISCELLANEOUS INCOME 900099 9850 9850 621499 6163926 5254543 0 69093 645700 645700 368829 221305 106511 41013 2659147 2317123 266824 75200 317449 273010 42776 1663 284629 228172 53216 3241 12597 12597 100093 100093 7557 7557 23233 3703 15674 3856 107366 15837 82485 9044 26658 20052 5556 1050 228758 190934 33594 4230 144150 120667 18692 4791 29409 24381 4060 968 PROGRAM SUPPLIES AND EX 223982 212376 7978 3628 MISCELLANEOUS 25984 8976 14773 2235 PROFESSIONAL DEVELOPMEN 16819 11359 5460 COVID-19 TESTING EXPENS 3717 3717 5226077 4293595 781563 150919 1669853 1903158 840772 383221 15750 15000 3245 74165 91892 12609 4761551 2402176 2461143 2359375 941049 901023 0 544049 6002732 6213572 25559 44992 1176881 1193994 614820 0 1817260 1238986 X 3407693 4321038 777779 653548 4185472 4974586 6002732 6213572 X 937849 -134830 -13905 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1029009 -111063 917946 805251 8525 215233 1029009 775131 20947 30190 21017 805251 686948 41625 46558 775131 505722 133599 47627 686948 0.32400 0.67600 0.00000 0 0 250000 250000 3975924 2085538 1890386 333135 164143 168992 162952 113022 49930 39540 39473 67 2359375 EMPLOYEE RETENTION TAX CREDITS RECEIVABLE 544049 544049 5369491 -134830 -13905 -148735 5518226 645700 645700 6163926 4580377 0 4580377 645700 645700 5226077 PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF OBSOLETE EQUIPMENT -13,905. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 645,700. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 645,700. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS NONDISCRIMINATORY POLICY TO THE GENERAL PUBLIC IN CONJUNCTION WITH THE ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND (AISNE). 1 FINANCIAL AID 43 0 645700 ACTUAL AMOUNT OF TUITION REDUCTION FINANCIAL AID AS PART OF A TUITION ASSISTANCE PROGRAM PART I, LINE 2: THE TUITION ASSISTANCE PROGRAM (TAP) COMMITTEE OVERSEES THE ENTIRE TUITION ASSISTANCE APPLICATION AND AWARD PROCESS, AND MAKES ALL AWARD DECISIONS. THIS COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT AND MONITORING OF TUITION ASSISTANCE AWARDS TO ENSURE THEY ARE APPLIED PROPERLY TOWARDS TUITION OF THE SCHOOL AND THAT THE PROCESS FOR SELECTING RECIPIENTS IS IN ACCORDANCE WITH THE SCHOOL'S POLICIES. X AIR FILTERS AND SUPPLIES 1 44475 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 AMENDED BY-LAWS FORM 990, PART VI, SECTION B, LINE 11B THE FINAL DRAFT OF FORM 990, EXCEPT FOR SCHEDULE B DUE TO CONFIDENTIALITY REASONS, HAS BEEN DISTRIBUTED TO ALL BOARD MEMBERS IN HARD COPY OR EMAIL PRIOR TO ITS FILING. QUESTIONS AND CLARIFICATIONS CAN BE DIRECTED TOWARD THE DIRECTOR OF FINANCE AND OPERATIONS, TREASURER, OR FINANCE COMMITTEE MEMBERS PRIOR TO THE FILING DATE. A BOARD RESOLUTION IS NOT REQUIRED IN ORDER FOR THE FORM 990 TO BE FILED. THE FORM 990 AND ALL REQUIRED SUPPLEMENTAL SCHEDULES, EXCEPT FOR SCHEDULE B DUE TO CONFIDENTIALITY REASONS, HAVE BEEN REVIEWED FOR COMPLETENESS AND ACCURACY BY THE FINANCE COMMITTEE AND BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE AND OFFICER ANNUALLY COMPLETES A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THE TRUSTEE IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. SUCH RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES MIGHT INCLUDE SERVICE AS A DIRECTOR OF OR CONSULTANT TO A NONPROFIT ORGANIZATION, OR OWNERSHIP OF A BUSINESS THAT MIGHT PROVIDE GOODS OR SERVICES TO THE WALDORF SCHOOL INC. ANY SUCH INFORMATION REGARDING BUSINESS INTERESTS OF A RESPONSIBLE PERSON OR A FAMILY MEMBER SHALL BE TREATED AS CONFIDENTIAL AND SHALL GENERALLY BE MADE AVAILABLE ONLY TO THE CHAIR, THE SCHOOL DIRECTOR, THE DIRECTOR OF FINANCE AND OPERATIONS, AND ANY COMMITTEE APPOINTED TO ADDRESS CONFLICTS OF INTEREST, EXCEPT TO THE EXTENT ADDITIONAL DISCLOSURE IS NECESSARY IN CONNECTION WITH THE IMPLEMENTATION OF THIS POLICY. ANY INDIVIDUALS WITH IDENTIFIED CONFLICTS OF INTEREST DO NOT PARTICIPATE IN DISCUSSIONS OR VOTES WITH RESPECT TO THOSE MATTERS, NOR ARE THEY PERMITTED TO EXERT INFLUENCE ON ANY VOTING MEMBER REGARDING THOSE MATTERS. THIS POLICY IS APPLICABLE TO ALL OFFICERS AND TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION POLICY STATES THAT THE PROCESS INCLUDES THE FOLLOWING ELEMENTS: (1) REVIEW AND APPROVAL: THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES OR COMPENSATION COMMITTEE OF THE WALDORF SCHOOL INC, PROVIDED THAT PERSONS WITH CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. (2) USE OF DATA AS TO COMPARABLE COMPENSATION: THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFOED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED SITUATED ORGANIZATIONS. (3) CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING: THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. THIS PROCESS WAS PERFORMED DURING THE CURRENT FISCAL YEAR FOR THE POSITIONS OF THE SCHOOL DIRECTOR AND FINANCE AND ADMINISTRATION DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THESE DOCUMENTS ARE MADE AVAILABLE IN THE SCHOOL'S MAIN BUSINESS OFFICE. FORM 990, PART XI, LINE 9: LOSS ON DISPOSAL OF OBSOLETE EQUIPMENT -13,905.