Lake Champlain Waldorf School FY2023 filing

Tax-deductible

Shelburne, VT501(c)(3)Since 1984EducationEIN 03-0296320Revenue $4.1M in FY2023

On file with the IRSlakechamplainwaldorfschool.org359 Turtle Ln, 05482-7649 · Shelburne, VTTax-exempt since Apr 1986School — 170(b)(1)(A)(ii)

This page gets seen. Tell your story. Claim this org.

Our mission is to create and support a Waldorf school system in the greater Burlington, Vermont, area and to assist in the education of the general public and professional community in the principles and practices of Waldorf education and the philosophy of anthroposophy.

501(c)(3) charity; gifts are tax-deductible.
68¢ of each $1 spent went to programs.
$111K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $316K a year · 8% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
68%
of spending
Fine: 68% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$111K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 5.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $12K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.8M
50% of total assets
Looks good: liabilities are 50% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 8 voting members
Looks good: 6 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.1M
+10% vs prior year
Spent
$3.7M
To programs
68%
Net assets
$2.9M
By yearFY2021–FY2024
Revenue
$4.1M
FY2023▲ +10%
Tap a bar for its year
Revenue by fiscal year
FY2021$3.5M
FY2022$3.7M
FY2023$4.1M
FY2024$4.5M
FY2024$4.9M
Expenses
$3.7M
FY2023▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2021$3.1M
FY2022$3.5M
FY2023$3.7M
FY2024$4.2M
FY2024$4.7M
Net assets
$2.9M
FY2023▲ +15%
Tap a bar for its year
Net assets by fiscal year
FY2021$2.3M
FY2022$2.5M
FY2023$2.9M
FY2024$3.1M
FY2024$3.4M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1986.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

68 cents of each dollar spent went to programs.

Program services 68% · $2.5M Management & general 31% · $1.1M Fundraising 1% · $31K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

8 people listed on the 990; $111K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$57,250Pt VII · Sec A
$54,060Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Lindsay Miles’s $76K as Trustee is at the 17th percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021
Lindsay Miles$76,338————
Stephen Olson—$72,120———
Aaron Darland$67,450————
Sharon Carlson—$61,700$57,250$54,771—
Bailey Johns$57,950$61,471$54,060——
Abigail Diehl-Noble———$56,871$48,591
Karen White————$53,313
Elizabeth Dews————$6,649

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Lake Champlain Waldorf School executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Builds and supports Waldorf schools, educating the public on Waldorf principles and anthroposophy.

Questions for Lake Champlain Waldorf School

Tap to ask. Lake Champlain Waldorf School sees how many people are interested.

Your first name shows with your question. Lake Champlain Waldorf School answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

3 programs · $2.5M · in their own filed words · FY2022
01

Lower School Program

Lake Champlain Waldorf School serves approximately 95 children from First Grade to Sixth Grade.

$1.3Mprogram expense
02

Early Childhood Program

Lake Champlain Waldorf School serves approximately 55 children from Nursery-aged to Kindergarten.

$757Kprogram expense
03

Upper School Program

Lake Champlain Waldorf School serves approximately 34 children from Grade Seven to Grade Twelve.

$468Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Weld FoundationFY2025$12K
Total grants receivedfrom 1 funder$12K
Grants paid · 4 grants · $2.4M · 2020–2024
Unitemized GrantFY2024$635,147
Unitemized GrantFY2023$520,145
Unitemized GrantFY2022$575,984
Unitemized GrantFY2020$671,040

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$4.1M
Ln 12
Fees for servicesLn 2g$3.1M
Other incomeLn 4–11$670K
Gifts and grantsLn 1h$249K
Money outPt IX
$3.7M
Ln 25
Programscol B$2.5M
Managementcol C$1.1M
Fundraisingcol D$31K
Owns and owesPt X
$2.9M
net assets · Ln 32
Cash and savingsLn 1–2$1.6M
Total assetsLn 16$5.7M
LiabilitiesLn 26$2.8M
PeoplePt VI, VII
8
listed · VII A
PaidVII A2
Voting boardVI 1a8
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$249K
Government grantsLn 1e$44K
Noncash giftsLn 1g$1K
Fees for servicesLn 2g$3.1M
Investment incomeLn 3$13K
Other incomeLn 4–11$670K
Gains on assetsLn 7$0
Total revenueLn 12$4.1M
Assets in detailPt X, end of year
CashLn 1$1.6M
SavingsLn 2$27K
Cash and savings togetherLn 1–2$1.6M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$3.8M
Other assetsLn 15$20K
Total assetsLn 16$5.7M
LiabilitiesLn 26$2.8M
Net assetsLn 32$2.9M
OperationsPt I, VI
EmployeesI 567
VolunteersI 678
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$963K$1.6M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$4.0M$3.8M
Total assetsLn 16$5.0M$5.7M
LiabilitiesLn 26$2.5M$2.8M
Net assetsLn 32$2.5M$2.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$576K$576K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$257K$257K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$1.4M$1.2M$183K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$522K$449K$73K
Payroll taxesLn 10$191K$141K$50K
Management feesLn 11a$0
Legal feesLn 11b$8K$8K
Accounting feesLn 11c$13K$13K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$112K$82K$31K
Advertising and promotionLn 12$11K$11K
Office expensesLn 13$3K$3K
Information technologyLn 14$1K$1K
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$24K$24K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$57K$57K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$151K$151K
InsuranceLn 23$31K$31K
Other expenses (24a–d)Ln 24$320K$130K$190K
All other expensesLn 24e$1K$1K
Total functional expensesLn 25$3.7M$2.5M$1.1M$31K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $4.5M$4.2M$265K$3.1M 990 PDF
FY2023 Viewing $4.1M$3.7M$368K$2.9M 990 PDF
FY2022 $3.7M$3.5M$250K$2.5M 990 PDF
FY2021 $3.5M$3.1M$380K$2.3M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $4,067,921 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $679,437$248,950
I-9 Program service revenuePrior year $2,985,826$3,136,129
I-10 Investment incomePrior year −$677$13,317
I-11 Other revenuePrior year $39,088$669,525
I-12 Total revenuePrior year $3,703,674$4,067,921
I-13 Grants and similar amounts paidPrior year $601,835$575,984
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $2,178,549$2,390,646
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $673,494$733,707
I-18 Total expensesPrior year $3,453,878$3,700,337
I-19 Revenue less expensesPrior year $249,796$367,584
Part VI · Governance 6 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members6
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $4,067,921 across 12 lines filed
VIII-1e Government grants$43,531
VIII-1f All other contributions, gifts and grants$184,550
VIII-1g Noncash contributions (included above)$1,103
VIII-1h Total contributions, gifts and grants$248,950
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,136,129$3,136,129
VIII-3 Investment incomeRelated to mission $13,317$13,317
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$38,659
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $630,866$630,866
VIII-12 Total revenueRelated to mission $3,780,312$4,067,921
Part IX · Statement of functional expenses $3,700,337 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $575,984$575,984
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $257,130$257,130
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $1,237,268 · Management $182,535$1,419,803
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $449,166 · Management $73,315$522,481
IX-10 Payroll taxesPrograms $141,094 · Management $50,138$191,232
IX-11a Management fees$0
IX-11b Legal feesManagement $7,681$7,681
IX-11c Accounting feesManagement $12,835$12,835
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesManagement $81,501 · Fundraising $30,804$112,305
IX-12 Advertising and promotionManagement $10,963$10,963
IX-13 Office expensesManagement $3,467$3,467
IX-14 Information technologyManagement $1,436$1,436
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 TravelManagement $23,713$23,713
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestManagement $57,286$57,286
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $151,127$151,127
IX-23 InsuranceManagement $31,154$31,154
IX-24 Other expenses (24a–d)Programs $129,965 · Management $190,479$320,444
IX-24e All other expensesManagement $1,296$1,296
IX-25 Total functional expensesPrograms $2,533,477 · Management $1,136,056 · Fundraising $30,804$3,700,337
Part X · Balance sheet $5,710,832 assets, 21 lines filed
X-1 Cash, non-interest-bearingStart of year $930,479$1,606,135
X-2 Savings and temporary cash investmentsStart of year $32,640$26,659
X-3 Pledges and grants receivableStart of year $1,000$11,000
X-4 Accounts receivableStart of year $30,320$219,700
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $1,499$2,499
X-10c Land, buildings and equipment, netStart of year $3,970,463$3,824,564
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $18,758$20,275
X-16 Total assetsStart of year $4,985,159$5,710,832
X-17 Accounts payable and accrued expensesStart of year $2,861$52,063
X-19 Deferred revenueStart of year $348,785$388,584
X-20 Tax-exempt bond liabilitiesStart of year $2,125,873$2,394,961
X-26 Total liabilitiesStart of year $2,477,519$2,835,608
X-27 Net assets without donor restrictionsStart of year $2,479,849$2,850,450
X-28 Net assets with donor restrictionsStart of year $27,791$24,774
X-32 Total net assets or fund balancesStart of year $2,507,640$2,875,224
X-33 Total liabilities and net assetsStart of year $4,985,159$5,710,832
Part XI · Reconciliation of net assets $2,875,224 net assets at year end
XI-1 Total revenue$4,067,921
XI-2 Total expenses$3,700,337
XI-3 Revenue less expenses$367,584
XI-4 Net assets at start of year$2,507,640
XI-10 Net assets at end of year$2,875,224

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.