2013-11-11T09:05:17-06:00 2013-06-30 061009205 BLUM SHAPIRO & COMPANY PC 1 PINE HILL DRIVE SUITE 301 QUINCY MA 021697431 990 2012-07-01 042574089 THE WALDORF SCHOOL INC WALD 7818631063 739 MASSACHUSETTS AVENUE LEXINGTON MA 024203916 MIGUEL CANIZARES 7818631063 2013-11-05 1 KEVIN T WHITE P00097855 7819821001 2013-11-05 2012 2016-02-24 21:20:13Z MIGUEL CANIZARES 739 MASSACHUSETTS AVENUE LEXINGTON MA 024203916 4700860 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. 13 11 66 40 0 0 330027 283610 4091620 4080360 5011 5191 80864 68972 4507522 4438133 539734 461585 0 0 3117100 3015697 0 0 98780 801723 845717 4458557 4322999 48965 115134 4167002 4007723 2284923 1985614 1882079 2022109 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 3350235 461585 4084783 PROVIDING A COMPREHENSIVE, CULTURAL EDUCATION TO ENCOURAGE OUR STUDENTS (247 STUDENTS DURING THE 2012-2013 SCHOOL YEAR) TO DEVELOP INTO CREATIVE, BALANCED, RESPONSIBLE, AND CLEAR-THINKING INDIVIDUALS. 3350235 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 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 19 0 1 66 1 0 0 0 0 0 1 1 0 0 0 0 X 13 11 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 MA X ALISAR COHEN 7818631063 739 MASSACHUSETTS AVENUE LEXINGTON MA 02420 HELENE SVAHNQVIST 1.00 X 0 0 0 MIA MORAN 1.00 X 0 0 0 TED BRAVEMAN 1.00 X 0 0 0 CHRISTINE ALAIMO 1.00 X 0 0 0 JULEBY HIRSCH 1.00 X 0 0 0 SUSAN CODY 40.00 X 59632 0 10459 LEAH PALUMBO 40.00 X 51210 0 10692 JONATHAN GREEN 1.00 X 0 0 0 PAULO MILKO 1.00 X 0 0 0 KEITH HARTT 1.00 X X 0 0 0 SHANNON AMES 1.00 X X 0 0 0 MIGUEL CANIZARES 1.00 X X 0 0 0 SAMUEL DINNAR 1.00 X X 0 0 0 ROBERT SCHIAPPACASSE 40.00 X 87867 0 17804 JOSEPH O'REGAN 40.00 X 80392 0 70658 279101 0 109613 0 0 1 0 0 47334 236276 33855 283610 TUITION & FEES 611600 4080360 4080360 4080360 5273 5273 47801 53126 -5325 -5325 -5325 15322 15404 -82 -82 -82 47502 47334 64851 -17349 -17349 216569 129346 87223 87223 RECOVERIES OF BAD DEBT 611600 3012 3012 MISCELLANEOUS INCOME 611600 1411 1411 4423 4438133 4084783 0 69740 461585 461585 326134 127931 181464 16739 1990595 1621586 324583 44426 69030 55295 13497 238 472903 359123 111115 2665 157035 121373 31651 4011 11673 11673 18000 18000 33538 33538 19382 19382 112207 65147 41123 5937 272362 250969 21393 10360 10360 106871 99623 7248 35581 29730 5851 MISCELLANEOUS 97060 92954 4106 CONTRACT LABOR 74124 49360 24764 DUES AND SUBSCRIPTIONS 28685 28685 PROFESSIONAL DEV. 25874 25874 4322999 3350235 873984 98780 139991 209851 667724 443058 3550 16674 10594 7233 64282 67567 27250 8421 4740715 1729301 3034871 3011414 189525 219348 29215 24157 4167002 4007723 74155 113053 1173545 894114 1037223 978447 2284923 1985614 X 1662936 1749303 87092 140755 132051 132051 1882079 2022109 4167002 4007723 115134 24896 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 189525 29823 219348 189948 -423 189525 151486 4162 34300 189948 142150 5000 4336 151486 141637 513 142150 0.24870 0.60210 0.14920 0 0 550000 250000 800000 318145 829573 418204 729514 2229606 897826 1331780 551468 413271 138197 11923 11923 3011414 FIDELITY BOND MUTUAL FUNDS 36906 F FIDELITY DOMESTIC EQUITY MUTUAL FUNDS 114254 F FIDELITY INTERNATIONAL EQUITY MUTUAL FUNDS 68188 F 219348 4147386 24896 -464597 -439701 4587087 -148954 -148954 4438133 4007356 145942 145942 3861414 461585 461585 4322999 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE INCOME TO SUPPORT PROGRAMS, FINANCIAL AID, AND FUTURE CAPITAL NEEDS/CAPITAL MAINTENANCE FOR THE SCHOOL. PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION ASSISTANCE -461,585. BAD DEBT RECOVERY -3,012. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET LOSS ON RENTAL ACTIVITY -19,526. COST OF GOODS SOLD -129,346. LOSS ON DISPOSAL -82. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 129,346. NET LOSS ON RENTAL ACTIVITY 19,526. BAD DEBT RECOVERY -3,012. LOSS ON DISPOSAL 82. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 461,585. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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). HOLIDAY FAIR 26861 26861 2762 1608 1636 GALA 62659 15157 47502 33855 16378 5872 1 5316 5316 2740 94836 47334 47502 33855 2762 17986 10248 64851 -17349 1 FINANCIAL AID 84 461585 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 X X X 0 0 0 0 0 0 0 0 0 JOSEPH O'REGAN 80392 0 0 0 0 0 3713 0 66945 0 151050 0 0 0 MEGAN CURTIS DAUGHTER OF TRUSTEE 50266 COMPENSATION, INCLUDING BENEFITS, FOR SERVICES AS TEACHER AND LIBRARIAN 0 KATHERINE GRAHAM-O'REGAN DAUGHTER OF OFFICER 1792 COMPENSATION FOR SERVICES AS A SUMMER MAINTENANCE EMPLOYEE 0 KAREN GRAHAM SPOUSE OF OFFICER 91811 COMPENSATION, INCLUDING BENEFITS, FOR SERVICES AS A TEACHER 0 X VARIOUS AUCTION ITEMS 142 33855 FMV AT DONATION 0 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IN COLUMN B REPRESENTS THE NUMBER OF ITEMS DONATED FOR THE AUCTION. 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 11 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 DICUSSIONS 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 CONFLICTS 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 QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY 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 2C: THE SCHOOL'S AUDIT AND FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS OF THE SCHOOL AND SELECTION OF THE INDEPENDENT ACCOUNTANTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.