Upper Valley Waldorf School

Vermont
Registered In
10/09/1987
Incorp. Date

Company Summary

Upper Valley Waldorf School at 80 Bluff Rd Box 709, Quechee, Vt 05059 lists Julie Thom and Erin Lord of Quechee, VT as associates.

Registered In
Vermont
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Non-Profit Corporation
Status
Active
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Christine Scherding Registered Agent
BOX 709, QUECHEE, VT 05059
Julie Thom Director
80 BLUFF ROAD PO BOX 709, QUECHEE, VT 05059
Erin Lord Director
PO BOX 709, QUECHEE, VT 05059
June Albright Director
80 BLUFF ROAD PO BOX 709, QUECHEE, VT 05059
Brian Wolf Director
PO BOX 709, QUECHEE, VT 05059
Elizabeth Craib Director
PO BOX 709, QUECHEE, VT 05059
Heidi Thunberg Treasurer
80 BLUFF ROAD PO BOX 709, QUECHEE, VT 05059
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80 BLUFF RD BOX 709, QUECHEE, VT 05059 View Map

Financial Information for Upper Valley Waldorf School

Form 5500

UPPER VALLEY WALDORF SCHOOL

80 Bluff Road P.O. Box 709, Quechee, Vt 05059 (802) 296-2496 EIN:03-0312346 Plan Admin:Anne Parent
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameUPPER VALLEY WALDORF SCHOOL 403(B) PLAN Plan #001 Participants BOY/EOY62 / 61 Assets BOY/EOY$1,481,144 / $1,771,067 2023 UPPER VALLEY WALDORF SCHOOL 403(B) PLAN - Plan #001 62 / 61 $1,481,144 / $1,771,067
2022 Plan NameUPPER VALLEY WALDORF SCHOOL 403(B) PLAN Plan #001 Participants BOY/EOY52 / 60 Assets BOY/EOY$1,598,795 / $1,481,144 2022 UPPER VALLEY WALDORF SCHOOL 403(B) PLAN - Plan #001 52 / 60 $1,598,795 / $1,481,144
2021 Plan NameUPPER VALLEY WALDORF SCHOOL 403(B) PLAN Plan #001 Participants BOY/EOY51 / 53 Assets BOY/EOY$1,367,509 / $1,598,795 2021 UPPER VALLEY WALDORF SCHOOL 403(B) PLAN - Plan #001 51 / 53 $1,367,509 / $1,598,795
2020 Plan NameUPPER VALLEY WALDORF SCHOOL 403(B) PLAN Plan #001 Participants BOY/EOY57 / 53 Assets BOY/EOY$1,067,046 / $1,367,509 2020 UPPER VALLEY WALDORF SCHOOL 403(B) PLAN - Plan #001 57 / 53 $1,067,046 / $1,367,509
2019 Plan NameUPPER VALLEY WALDORF SCHOOL 403(B) PLAN Plan #001 Participants BOY/EOY56 / 59 Assets BOY/EOY$1,085,224 / $1,067,046 2019 UPPER VALLEY WALDORF SCHOOL 403(B) PLAN - Plan #001 56 / 59 $1,085,224 / $1,067,046
Benefit & Retirement Plans based on Form 5500.
Form 990

UPPER VALLEY WALDORF SCHOOL

PO Box 709, Quechee, Vt 05059-0709 EIN:03-0312346 Deductibility:Contributions are deductible Classification:Educational Organization Type:Primary & Elementary Schools
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps37 Contributions$396,743 Revenue$2,559,897 Expenses$2,730,995 Assets EOY$4,200,299 Liabilities$805,843 2022 37 $396,743 $2,559,897 $2,730,995 $4,200,299 $805,843
2021 # of Emps39 Contributions$876,957 Revenue$2,813,804 Expenses$2,564,197 Assets EOY$4,339,471 Liabilities$773,917 2021 39 $876,957 $2,813,804 $2,564,197 $4,339,471 $773,917
2020 # of Emps53 Contributions$274,041 Revenue$2,254,282 Expenses$2,329,125 Assets EOY$4,289,541 Liabilities$973,594 2020 53 $274,041 $2,254,282 $2,329,125 $4,289,541 $973,594
2019 # of Emps55 Contributions$246,342 Revenue$2,136,828 Expenses$2,222,303 Assets EOY$4,303,191 Liabilities$912,400 2019 55 $246,342 $2,136,828 $2,222,303 $4,303,191 $912,400
2018 # of Emps48 Contributions$266,351 Revenue$2,306,660 Expenses$2,283,775 Assets EOY$4,241,437 Liabilities$765,171 2018 48 $266,351 $2,306,660 $2,283,775 $4,241,437 $765,171
Tax Returns based on Form 990 & 990N.
PPP Loans

UPPER VALLEY WALDORF SCHOOL

80 Bluff Road PO BOX 709, QUECHEE, VT 05059-0709 Industry:Elementary and Secondary Schools
Loan Date Approved Forgiven Lender Jobs
04/07/2020 Approved$210,000 Forgiven$211,807 LenderManufacturers and Traders Trust Company Jobs22 04/07/2020 $210,000 $211,807 Manufacturers and Traders Trust Company 22
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Vermont Secretary of State U.S. Department of Labor U.S. Small Business Administration Internal Revenue Service
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