2012-05-15T17:15:29-05:00 2011-06-30 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2010-07-01 800329417 THE BROOKLYN WALDORF SCHOOL BROO 7187833270 11 JEFFERSON AVENUE BROOKLYN NY 11238 WALKYRIA MELLO 7187833270 2012-05-15 1 FREDERICK H ROTHMAN 2128674000 2010 2016-02-24 21:20:13Z WALKYRIA MELLO 11 JEFFERSON AVENUE BROOKLYN NY 11238 3512778 0 X WWW.BROOKLYNWALDORF.ORG X 2009 NY FOUNDED IN 2009, THE BROOKLYN WALDORF SCHOOL (TBWS) IS A NON-SECTARIAN EDUCATION CENTER THAT IS PART OF THE GROWING INTERNATIONAL WALDORF SCHOOL MOVEMENT. TBWS IS COMMITTED TO CREATING A WALDORF SCHOOL COMMUNITY WHOSE STUDENTS AND FAMILIES REFLECT THE ECONOMIC, CULTURAL, AND RACIAL DIVERSITY OF BROOKLYN. 11 7 63 0 0 0 79204 1423103 1268103 2002022 0 0 51784 77885 1399091 3503010 21520 63205 0 0 944450 1351399 0 0 153685 488392 772445 1454362 2187049 -55271 1315961 334823 2514798 610080 1474094 -275257 1040704 X WALDORF EDUCATION INTEGRATES THE ARTS, HUMANITIES, AND SCIENCES IN A MANNER THAT REFLECTS AND NURTURES THE DEVELOPMENTAL NEEDS OF EACH CHILD. WITH A CURRICULUM ROOTED IN THE ARTS AND THE POWER OF STORYTELLING, WALDORF TEACHERS AWAKEN IN THEIR PUPILS A LIFE-LONG LOVE OF LEARNING, EMPATHY TOWARD OTHERS, CREATIVE THINKING, AND SELF-CONFIDENCE. FOUNDED IN 2009, THE BROOKLYN WALDORF SCHOOL (TBWS) IS A NON-SECTARIAN EDUCATION CENTER THAT IS PART OF THE GROWING INTERNATIONAL WALDORF SCHOOL MOVEMENT. TBWS IS COMMITTED TO CREATING A WALDORF SCHOOL COMMUNITY WHOSE STUDENTS AND FAMILIES REFLECT THE ECONOMIC, CULTURAL, AND RACIAL DIVERSITY OF BROOKLYN. MANY VIEW PRIVATE EDUCATION AS A MERE COMMODITY TO BE PURCHASED BY A FAMILY FOR THEIR CHILD. TBWS SEEKS TO DEPART FROM THIS CONSUMPTION-BASED PERSPECTIVE ON EDUCATION AND MOVE TOWARDS A PARTNERSHIP APPROACH THAT ENGENDERS AMONG ITS STUDENTS AND COMMUNITY A SENSE OF JUSTICE, EQUITY, AND COMPASSION. 0 0 1686471 63205 2002022 THE SCHOOL EXPERIENCED ADDITIONAL GROWTH DURING THE YEAR, SERVING APPROXIMATELY 105 STUDENTS IN 2011. COMBINED REVENUES FOR TUITION INCREASED FROM $1,268,103 TO $2,002,022 THIS YEAR. THIS ENCOMPASSES THE SCHOOL'S EARLY CHILDHOOD (NURSERY AND KINDERGARTEN), LOWER SCHOOL (GRADES 1-6) AND PART TIME PROGRAMS. 1686471 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 47 0 1 63 1 0 0 0 0 0 1 1 0 0 0 0 X 11 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X WALKYRIA M MELLO 7187833270 11 JEFFERSON STREET BROOKLYN NY 11238 RANDALL YUEN 1.00 X X 0 0 0 ALEXANDER BLADES 1.00 X X 0 0 0 LAURENCE LOMBART 1.00 X X 0 0 0 WALDYRIA MELLO 40.00 X X 86894 0 0 DARIUS MARDER 1.00 X 0 0 0 ORLANDO COLON 1.00 X 32267 0 0 ROXANA SOSA 1.00 X 0 0 0 GIANINNA ZLATAR 1.00 X 29566 0 0 DAVID SWEENEY 1.00 X 0 0 0 MICHELLE MANKINS 1.00 X 0 0 0 ELLEN F MCROBERT 1.00 X 30773 0 0 179500 0 0 0 0 0 0 0 59368 1363735 1423103 TUITION 611110 2002022 2002022 2002022 20167 59368 9768 10399 10399 MISCELLANEOUS 900099 67486 67486 67486 3503010 2002022 0 77885 63205 63205 104601 31121 69398 4082 1054067 953747 23295 77025 83649 71102 6692 5855 109082 92720 8727 7635 822 822 5 5 114419 72084 34326 8009 464 464 204279 111594 92685 11493 2873 5747 2873 190498 133348 22151 34999 27926 27926 3564 3564 115127 80589 23025 11513 6776 1694 3388 1694 PROFESSIONAL DEVELOPMEN 38291 38291 GOODWILL 35293 35293 BAD DEBT 20875 20875 COMMUNITY EDUCATION 2613 2613 2187049 1686471 346893 153685 43936 831530 162592 257292 12000 1579309 165333 128295 1413976 334823 2514798 106718 165301 406362 1006793 97000 302000 610080 1474094 X -275257 1040704 -275257 1040704 334823 2514798 1315961 0 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 143187 141539 1648 1436122 23794 1412328 1413976 3503010 2187049 1315961 0 1315961 3439805 0 3439805 63205 63205 3503010 2123844 0 2123844 63205 63205 2187049 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: UNCERTAINTY IN INCOME TAXES - THE SCHOOL HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING JUNE 30, 2008 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: ACQUISITION COST PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE AND SCHOLARSHIPS 63,205. PART XIII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE AND SCHOLARSHIPS 63,205. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES A PARENT HANDBOOK AND SCHOOL BROCHURE ANNUALLY. THESE DOCUMENTS ALONG WITH THE SCHOOL'S WEBSITE PROVIDE INFORMATION REGARDING THE SCHOOL'S NON-DISCRIMINATORY POLICY. EXPLANATION OF RACIAL NONDISCRIMINATION COMPLIANCE SCHEDULE E, PART I, LINE 7 THE ORGANIZATION DID NOT PUBLICIZE THEIR RACIALLY NONDISCRIMINATORY POLICY THROUGH NEWSPAPER OR BROADCAST MEDIA DURING THE YEAR. WINTER FAIR 24417 7560 16857 2361 172 450 929 SCOOTATHON 35553 35553 610 400 2469 1 19565 16255 3310 2377 79535 59368 20167 2971 572 450 5775 9768 10399 1 TUITION ASSISTANCE 9 63205 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: TUITION ASSISTANCE IS AWARDED BASED ON ELIGIBILITY AND DEMONSTRATED NEED BY THE TIER REVIEW COMMITTEE, COMPRISED OF THE SCHOOL ADMINISTRATOR, A REPRESENTATIVE OF THE FINANCE COMMITTEE AND THE ADMISSIONS COORDINATOR. THE PROCESS BEGINS WITH THE FAMILIES APPLYING TO THE TIER REVIEW COMMITTEE FOR A PARTICULAR TUITION LEVEL ON AN ANNUAL BASIS. THEY SUBMIT TO THE COMMITTEE SUPPORTING DOCUMENTATION AND INFORMATION (INCLUDING INCOME, EXPENSES AND SPECIAL CONDITIONS) VIA AN SSS NAIS, WHICH PROVIDES AN ANALYSIS OF THE FAMILY'S CONTRIBUTION (RFC). WITH THE RFC REPORT AND THE TIER APPLICATION, THE TIER REVIEW COMMITTEE DEFINES THE TUITION LEVEL FOR EACH FAMILY. ADDITIONAL TUITION ASSISTANCE IS AVAILABLE TO FAMILIES THAT REQUESTS, QUALIFIES AND DEMONSTRATES A NEED. RANDALL YUEN X 97000 97000 0 1 1 MICHELLE MANKINS AND BILL GRIBBLE X 75000 75000 0 1 1 CHRISTIAN STOLCKE X 30000 30000 0 1 1 GENELLE CAMP AND POA LEIGH HUGH HAMMOND X 100000 100000 0 1 1 302000 FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO SUBMISSION OF THE FORM 990 AND REQUIRED SCHEDULES TO THE IRS, COPIES OF THE DOCUMENTS WILL BE PROVIDED TO THE FULL BOARD FOR REVIEW AND DISCUSSION. UPON REQUEST, COPIES WILL BE PROVIDED TO OTHER PARTIES. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL REQUIRES ALL DIRECTORS, KEY EMPLOYEES AS WELL AS MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS TO SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. AN INTERESTED PERSON (SOMEONE WITH A CONFLICT) MUST RECUSE THEMSELVES DURING THE DISCUSSION AS WELL AS THE VOTE OVER THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 WE REVIEW COMPENSATION OF COMPARABLE POSITIONS AT TAX-EXEMPT ORGANIZATIONS OF SIMILAR SIZE. THE COMPENSATION WAS LAST DETERMINED JUNE 2010. 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. FORM 990, PART XI, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.