Upper Valley Waldorf School
Quechee, Vermont
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Average
How This Organization Compares
Compared to 4 peers in Education with $1M-$10M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $2,523,028↓1% | $2,827,174↑4% | $4,025,033↓4% | — |
| 2022 | $2,559,897↓9% | $2,730,995↑7% | $4,200,299↓3% | — |
| 2021 | $2,813,804↑25% | $2,564,197↑10% | $4,339,471↑1% | — |
| 2020 | $2,254,282↑5% | $2,329,125↑5% | $4,289,541 | — |
| 2019 | $2,136,828↓7% | $2,222,303↓3% | $4,303,191↑1% | — |
| 2018 | $2,306,660↓53% | $2,283,775↓1% | $4,241,437↓8% | — |
| 2017 | $4,900,842↑115% | $2,317,392↑4% | $4,596,949↑141% | — |
| 2016 | $2,277,559↑4% | $2,224,968↑5% | $1,909,487↑1% | — |
| 2015 | $2,184,552↑6% | $2,113,146↑8% | $1,887,094↑7% | — |
| 2014 | $2,056,663↑8% | $1,954,733↑1% | $1,770,614↑9% | — |
| 2013 | $1,898,143↓4% | $1,935,678↑2% | $1,623,971↓7% | — |
| 2012 | $1,984,769↑8% | $1,904,846↑7% | $1,749,791↓1% | — |
| 2011 | $1,844,331 | $1,778,014 | $1,770,567 | — |
Frequently Asked Questions
What does Upper Valley Waldorf School do?▼
Upper Valley Waldorf School is a education nonprofit organization based in Vermont. It is classified under NTEE code B24Z and is registered as a 501(c) tax-exempt organization with the IRS.
Is Upper Valley Waldorf School financially healthy?▼
Based on our 9-metric Financial Health Score model, Upper Valley Waldorf School has a score of 54/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does Upper Valley Waldorf School generate?▼
Upper Valley Waldorf School reports $2.5M in annual revenue and holds $3.9M in total assets, based on IRS filings.