2018-11-12T12:40:46-06:00 2018-06-30 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990 2017-07-01 042574089 THE WALDORF SCHOOL INC WALD 7818631063 739 MASSACHUSETTS AVENUE LEXINGTON MA 024203916 RUSS AYAN TREASURER 7818631063 2018-11-09 1 SANDRA M BROWN CPA P01614103 5088717178 2018-11-09 71.248.188.134 2018-11-09 12:17:04 ES P 7338CE15E43FFA4D1961D505A5DD644A04F138EE C391C8E3A66350D955243873CE7BE10103EBD9CA 2017 2019-02-21 02:37:17Z RUSS AYAN 739 MASSACHUSETTS AVENUE LEXINGTON MA 024203916 5322771 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. 14 11 68 150 0 0 337942 347980 4207001 4688021 11696 15606 147482 168895 4704121 5220502 497774 505068 0 0 2998692 3175114 0 0 144881 870842 1025487 4367308 4705669 336813 514833 5250539 5660387 1226255 1186909 4024284 4473478 X WE ARE AN INDEPENDENT FACULTY-GUIDED PRE-KINDERGARTEN THROUGH EIGHTH GRADE WALDORF SCHOOL IN LEXINGTON, MASSACHUSETTS. OUR MISSION IS TO PROVIDE AN EDUCATIONAL ENVIRONMENT THAT SUPPORTS THE PHYSICAL, SPIRITUAL, SOCIAL AND INTELLECTUAL GROWTH AND DEVELOPMENT OF OUR STUDENTS.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 BELIEF IN THEIR CAPACITIES-STRENGTH OF CHARACTER, WILL, AND INTELLECT; AND-COMPASSION FOR AND INTEREST IN ALL LIFE 0 0 3974577 505068 4688021 PROVIDING A COMPREHENSIVE, CULTURAL EDUCATION TO ENCOURAGE OUR STUDENTS (215 STUDENTS DURING THE 2017-2018 SCHOOL YEAR) TO DEVELOP INTO CREATIVE, BALANCED, RESPONSIBLE, AND CLEAR-THINKING INDIVIDUALS. 3974577 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 23 0 68 1 0 0 0 0 0 1 1 0 0 0 0 X 14 11 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 MA X JASON EK 7818631063 739 MASSACHUSETTS AVENUE LEXINGTON MA 02420 WENDY MARGO TRUSTEE/TEACHER 40.00 X 65879 0 9472 JINDRICH LISKA TRUSTEE 1.00 X 0 0 0 SHANNON AMES TRUSTEE 1.00 X 0 0 0 AMANDA BOSH VICE PRESIDENT 1.00 X X 0 0 0 ALISON DISALVO-RYAN TRUSTEE 1.00 X 0 0 0 ANDREA FABER TRUSTEE/TEACHER 20.00 X 27248 0 1366 JENNIFER MINOTTI SECRETARY 1.00 X X 0 0 0 CHRISTOPHER WOLL TRUSTEE 1.00 X 0 0 0 LAUREN SMITH TRUSTEE/TEACHER 40.00 X 49932 0 14529 RUSS AYAN TREASURER 1.00 X X 0 0 0 IRIT TAMIR TRUSTEE 1.00 X 0 0 0 PAULO MILKO PRESIDENT 1.00 X X 0 0 0 DEMETRA RESTUCCIA TRUSTEE 1.00 X 0 0 0 CARLOS TROSTLI TRUSTEE 1.00 X 0 0 0 ROBERT SCHIAPPACASSE SCHOOL DIRECTOR 40.00 X 91813 0 16227 JASON EK BUSINESS MANAGER 40.00 X 86657 0 2243 321529 0 43837 0 0 0 0 0 73225 274755 347980 TUITION AND FEES 611600 4595142 4595142 AUXILIARY ACTIVITIES 611600 92879 92879 4688021 14971 14971 19074 18439 635 635 635 102215 73225 34814 67401 67401 89386 49016 40370 40370 MISCELLANEOUS INCOME 900099 61124 61124 61124 5220502 4749145 0 123377 505068 505068 408375 184063 184122 40190 2157206 1909206 169330 78670 68868 59009 9737 122 357687 299300 56720 1667 182978 150425 21036 11517 12633 12633 21250 21250 4549 4549 56951 48408 8543 107801 84172 12209 11420 25893 21232 3366 1295 261242 230681 30561 140710 119603 21107 27172 23096 4076 PROGRAM SUPPLIES AND EX 254014 254014 TUITION REMISSION 63005 50094 12911 PROFESSIONAL DEVELOPMEN 34167 31657 2510 MISCELLANEOUS 16100 16100 4705669 3974577 586211 144881 1641786 1503065 509168 805633 30150 30050 9958 24333 37663 41693 9042 4579928 1909959 2511251 2669969 505722 574988 1614 4841 5250539 5660387 71825 39229 1154430 1147680 1226255 1186909 X 3459191 3737504 274835 340116 290258 395858 4024284 4473478 5250539 5660387 514833 34947 -100586 0 X 0 1 X 1 0 X 505722 133599 47627 686948 377098 71426 57198 505722 371398 4357 1343 377098 265021 100000 6377 371398 219348 45673 265021 0.25000 0.58000 0.17000 0 0 250000 250000 3760346 1693703 2066643 279226 57080 222146 250144 128358 121786 40212 30818 9394 2669969 SHORT-TERM BOND MUTUAL FUNDS 113155 F DOMESTIC EQUITY MUTUAL FUNDS 292921 F INTERNATIONAL EQUITY MUTUAL FUNDS 168912 F 574988 4750381 34947 34947 4715434 505068 505068 5220502 4200601 0 4200601 505068 505068 4705669 PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 505,068. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 505,068. 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). GALA 127370 65610 61760 16789 2050 7204 HOLIDAY FAIR 31190 0 31190 3223 1302 4246 1 16880 7615 9265 0 0 175440 73225 102215 3223 18091 2050 11450 34814 67401 1 FINANCIAL AID 55 505068 0 FINANCIAL AID 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. KATHARINE WOLL WIFE OF TRUSTEE 83868 COMPENSATION FOR SERVICES AS A FULL-TIME ADMISSIONS DIRECTOR. 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HOLD THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. 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 FINANCE DIRECTOR, 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 BOARD OF DIRECTORS HAS DELEGATED THE RESPONSIBILITY FOR REVIEWING THE 990 TO THE FINANCE COMMITTEE. 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 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, 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.