2022-05-11T15:06:31-05:00 2021-06-30 BKD LLP 1155 Avenue of the Americas 1200 New York NY 10036 990 2020-07-01 800329417 THE BROOKLYN WALDORF SCHOOL % CHRISTINA PANTAZIS-BLADES BROO 7187833270 11 JEFFERSON AVENUE BROOKLYN NY 11238 CHRISTINA PANTAZIS-BLADES ADMINISTRATIVE DIREC 7187833270 2021-09-27 true Randall Yuen 999009999 Aaron Shapiro P01333816 2128674000 2 2020 2022-09-23 18:48:47Z RANDALL YUEN 11 JEFFERSON AVENUE BROOKLYN NY 11238 5877743 false X WWW.BROOKLYNWALDORF.ORG X 2009 NY THE SCHOOL PROVIDES AN EDUCATIONAL EXPERIENCE THAT MEETS THE NEEDS OF EACH STUDENT IN A DEVELOPMENTALLY APPROPRIATE MANNER THROUGH THE CURRICULUM OF RUDOLF STEINER. 13 11 76 130 0 263564 312739 6766395 5330886 53476 19929 308780 208906 7392215 5872460 1280939 1365471 0 0 3969680 3639307 0 0 118996 1426176 1425460 6676795 6430238 715420 -557778 11726743 11865508 5572018 6268561 6154725 5596947 X THE BROOKLYN WALDORF SCHOOL PROVIDES AN EDUCATION THAT MEETS THE NEEDS OF EACH STUDENT IN A DEVELOPMENTALLY APPROPRIATE MANNER, INTEGRATING CRITICAL THINKING, EMOTIONAL INTELLIGENCE, AND THE ARTS THROUGH THE CURRICULUM FOUNDED BY RUDOLF STEINER. LOVE OF LEARNING, EMPATHY TOWARD OTHERS, CREATIVE THINKING, AND SELF-CONFIDENCE. false false 5308530 1365471 5330886 WHILE MAINTAINING THE REGULAR BUSINESS OF THE SCHOOL, INCLUDING PARENT-CHILD PROGRAMS AND SCHOOL PROGRAMS SERVING CHILDREN IN NURSERY THROUGH GRADE 8, THE SCHOOL WORKS TO BROADEN ITS DIVERSITY, EQUITY, AND INCLUSION INITIATIVES. THE SCHOOL HAS HOSTED, AND MANY FAMILIES AND STAFF MEMBERS HAVE ATTENDED, UNDOING RACISM WORKSHOPS, FOLLOWED BY MONTHLY STUDY GROUP MEETINGS. IN ADDITION, THE SCHOOL HAS HOSTED, AND FACULTY MEMBERS HAVE ATTENDED, THE CENTER FOR RACIAL JUSTICE WORKSHOPS. 5308530 true true false false false false false false false false true false false false true false true false true false false false false false true false false false true true false false false false false false false false false false false false false false false false false true 61 1 true 76 true false false false false false true true false false false false false false X 13 11 true true false false false false false true true false false true true true true true true true true false X CHRISTINA PANTAZIS-BLADES 7187833270 11 JEFFERSON AVENUE BROOKLYN NY 11238 KRISTIN MATHIS PEDAGOGICAL ADMINISTRATOR 40.0 0.0 X 124639 0 15856 CHRISTINA PANTAZIS-BLADES ADMISSIONS DIRECTOR 40.0 0.0 X 115129 0 15447 DENESE GIORDANO FORMER ADMINISTRATIVE DIRECTOR 0.0 0.0 X 112166 0 3890 CHRISTOPHER CASTELLI MATHEMATICS & TECHNOLOGY TEACH 35.0 0.0 X 68857 0 15406 MEGGAN GILL EARLY CHILDHOOD CHAIR 35.0 0.0 X 39953 0 14481 RANDALL YUEN BOARD PRESIDENT 1.0 0.0 X X 0 0 0 ALEXANDER BLADES TREASURER 1.0 0.0 X X 0 0 0 CYNTHIA HAMMOND SECRETARY 1.0 0.0 X X 0 0 0 JOHN EGNATIOS-BEENE TRUSTEE 1.0 0.0 X 0 0 0 KONRAD MEISSNER TRUSTEE 1.0 0.0 X 0 0 0 JELANI MASHARIKI TRUSTEE 1.0 0.0 X 0 0 0 TIANA GRIMES TRUSTEE 1.0 0.0 X 0 0 0 YVONNE PEREZ-ZARRAGA TRUSTEE 1.0 0.0 X 0 0 0 DAVID-MICHEL DAVIES TRUSTEE 1.0 0.0 X 0 0 0 LINDA OGDEN-WOLGEMUTH TRUSTEE 1.0 0.0 X 0 0 0 KUZALIWA CAMPBELL TRUSTEE 1.0 0.0 X 0 0 0 460744 0 65080 6 true false false 0 57594 57399 197746 15200 312739 TUITION 611110 5330886 5330886 5330886 19929 19929 0 0 0 0 0 0 13152 57594 3508 9644 9644 7530 1775 5755 5755 0 0 0 MATERIAL AND REG. FEES 561000 100343 100343 WITHDRAWAL-TUITION 561000 42150 42150 SERVICE CHARGES 561000 28632 28632 22382 22382 193507 5872460 5330886 228835 0 1365471 1365471 0 0 392536 329731 54955 7850 0 2490101 2091684 348614 49803 38558 32389 5398 771 486242 408443 68074 9725 231870 194771 32462 4637 0 13618 13618 50232 50232 0 0 0 188815 63532 125283 2421 2421 151594 83366 61447 6781 0 0 629580 472185 125916 31479 1747 1747 0 1729 1729 0 0 273126 245813 27313 62611 15653 40697 6261 MEMBERSHIP 20764 20764 HOSPITALITY 5876 5876 BAD DEBT 15000 15000 OTHER EXPENSES 8347 2016 4642 1689 6430238 5308530 1002712 118996 436332 529564 6632852 6822782 3000 1100 80985 24902 0 0 0 0 0 0 2428 2428 61912 57631 7054429 2630431 4506197 4423998 0 0 0 0 0 0 0 0 3037 3103 11726743 11865508 317517 271789 0 0 1480264 1753291 0 0 0 0 0 0 0 0 617160 1209215 3157077 3034266 5572018 6268561 X 6126815 5569107 27910 27840 6154725 5596947 11726743 11865508 -557778 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6000 6000 6464472 2155561 4308911 583957 474870 109087 4423998 0 DEFERRED RENT 3034266 3034266 4506989 4506989 1365471 1365471 5872460 5064767 5064767 1365471 1365471 6430238 PART XI, LINE 4B Tuition Assistance and COVID ASSISTANCE: 1,365,471 PART XII, LINE 4B Tuition Assistance and COVID ASSISTANCE: 1,365,471 PART X, LINE 2 ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES THE NONDISCRIMINATORY POLICY ON THE SCHOOL'S WEBSITE AND FAMILY HANDBOOK. SCHEDULE E, PART I, LINE 6A THE SCHOOL RECEIVES FUNDS FROM THE NYS DEPARTMENT OF EDUCATION FOR MANDATED SERVICES AID, COMPREHENSIVE ATTENDANCE POLICY, PUPIL ATTENDANCE REPORTING, NYS NON PUBLIC SCHOOL SAFETY EQUIPMENT GRANT, AND NYS NONPUBLIC SCHOOL REIMBURSEMENT FOR MATH, SCIENCE, AND TECHNOLOGY GRANT. WINTER FAIR 45111 36865 8246 65 1737 SCOOTATHON 25635 20729 4906 1706 0 70746 57594 13152 65 3443 3508 9644 true TUITION ASSISTANCE 75 1076816 COVID ASSISTANCE 31 288655 SCHEDULE I, PART I, LINE 2 THE MAJORITY OF THE TUITION ASSISTANCE PROVIDED BY THE SCHOOL REPRESENTS NEED-BASED FINANCIAL ASSISTANCE, FOR WHICH FAMILIES MUST APPLY ANNUALLY. EACH FINANCIAL AID APPLICATION FOR TUITION ASSISTANCE INCLUDES A REVIEW OF THE FAMILY'S FINANCIAL INFORMATION BY AN INDEPENDENT ORGANIZATION, SUBMISSION OF PRIOR AND CURRENT YEAR'S TAX RETURNS, AND FINAL REVIEW AND AWARD DETERMINATION BY THE SCHOOL'S TUITION ASSISTANCE COMMITTEE. true false false false false false false false false DENESE GIORDANO FORMER ADMINISTRATIVE DIRECTOR 59998 0 0 0 52168 0 1730 0 2160 0 116056 0 Schedule J, Part I, line 4a Denese Giordano received $48,041 in severance payments during calendar year 2020. FORM 990, PART VI, SECTION A, LINE 2 CHRISTINA PANTAZIS-BLADES AND ALEXANDER BLADES SHARE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 FOLLOWING THE DEPARTURE OF THE ADMINISTRATIVE DIRECTOR IN JUNE 2020, THE SCHOOL ENGAGED THE SERVICES OF SUSAN BRAUN, MANAGING DIRECTOR OF PANORAMA CONSULTING, TO OVERSEE THE SCHOOL'S BUSINESS OFFICE OPERATIONS. MS. BRAUN, AN EXPERIENCED WALDORF SCHOOL ADMINISTRATOR AND FINANCIAL PROFESSIONAL, PROVIDED SERVICES WHICH INCLUDED SUPERVISING THE BUSINESS OFFICE STAFF; DEVELOPING AND EXECUTING THE SCHOOL'S OPERATING BUDGET; AND PROVIDING GENERAL SUPPORT AND EXPERTISE FOR OTHER AREAS OF THE SCHOOL'S FINANCIAL OPERATIONS. MS. BRAUN REPORTED TO THE SCHOOL'S FINANCE COMMITTEE, WITH WHOM SHE REGULARLY MET TO PROVIDE REPORTS REGARDING SCHOOL FINANCIAL OPERATIONS. ALL MAJOR FINANCIAL DECISIONS REMAINED THE PURVIEW OF THE BOARD FINANCE COMMITTEE AND/OR FULL BOARD OF TRUSTEES, INCLUDING: BUDGET APPROVAL, TUITION INCREASES, FINANCIAL AID POLICY, SALARY INCREASES, AND BANK AUTHORIZATIONS. IN JULY 2021, THE SCHOOL HIRED A NEW BUSINESS MANAGER. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO SUBMISSION OF FORM 990 AND REQUIRED SCHEDULES TO THE IRS, COPIES OF THE DOCUMENTS ARE PROVIDED TO THE ENTIRE BOARD FOR REVIEW AND DISCUSSION. ANY QUESTIONS OR CONCERNS CAN BE ADDRESSED TO THE BOARD PRESIDENT OR THE SCHOOL'S INDEPENDENT ACCOUNTANT. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL REQUIRES ALL DIRECTORS, MANAGEMENT MEMBERS, AS WELL AS MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. ALL POTENTIAL CONFLICTS ARE REPORTED TO THE BOARD PRESIDENT. AN INDIVIDUAL WITH A CONFLICT MUST RECUSE THEMSELVES DURING THE DISCUSSION AS WELL AS THE VOTE OVER A TRANSACTION OR ARRANGEMENT INVOLVING A POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A & 15B UPON HIRING, THE BROOKLYN WALDORF SCHOOL'S INITIAL COMPENSATION IS ESTABLISHED BY THE BOARD AND FINANCE COMMITTEE; COMPRISED OF THE BOARD PRESIDENT AND SEVERAL OTHER LONG-STANDING BOARD MEMBERS WHO ARE INDEPENDENT OF THE INDIVIDUAL BEING HIRED. IN DETERMINING THIS COMPENSATION, THE COMMITTEE REVIEWS THE INDIVIDUAL'S PROFESSIONAL EXPERIENCE, REFERS TO COMPARABLE POSITIONS AT NON-PROFIT ORGANIZATIONS OF SIMILAR SIZE AND TYPE, AND INFORMATION IS DERIVED THROUGH CONTACT WITH OTHER WALDORF SCHOOLS, AND REVIEW OF 990'S AS A BENCHMARK FOR COMPENSATION FOR SIMILAR POSITIONS. THE FINANCE COMMITTEE RECOMMENDED SALARIES FOR THE BOARD FOR APPROVAL IN APRIL 2020. SUBSEQUENTLY ANOTHER REVIEW WAS DONE IN JUNE 2021. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS (AUDITED OR UNAUDITED) ARE MADE AVAILABLE UPON REQUEST.