WALDORF SCHOOL AT MORAINE FARM INC Charity Report

Public IRS 990 nonprofit record

WALDORF SCHOOL AT MORAINE FARM INC

EIN 04-2861201 · Education (B24Z)

What they do

THE MISSION of WALDORF SCHOOL AT MORAINE FARM is to HELP STUDENTS DISCOVER and DEVELOP THE INDIVIDUAL CAPACITIES SO THAT THEY CAN FULLY ENGAGE IN THE WORLD and CONTRIBUTE MEANINGFULLY to SOCIETY. WE AIM to CULTIVATE CLARITY of THINKING, COMPASSION and MORAL STRENGTH, and PURPOSEFUL ACTION IN OUR STUDENTS. OUR EDUCATIONAL APPROACH is FOUNDED ON THE TIME-TESTED INSIGHTS INTO HUMAN DEVELOPMENT APPLIED BY WALDORF SCHOOLS THROUGHOUT THE WORLD. WE INTEGRATE A RICH AGE-APPROPRIATE CURRICULUM IN THE HUMANITIES, MATH and SCIENCE, WITH MUSIC, VISUAL and PRACTICAL ARTS and MOVEMENT. WE WORK to MAKE LESSONS ACTIVE, FILLED WITH IMAGINATION and CONNECTED WITH PRACTICAL LIFE. WE RECOGNIZE THAT THE HEART of EDUCATION is THE RELATIONSHIP BETWEEN TEACHER and STUDENTS, WHICH GROWS and CHANGES to MEET THE DISTINCT DEVELOPMENT STAGES of THE CHILD BUILDING COMMUNITY is ALSO VITAL to OUR MISSION. FACULTY, PARENTS, ALUMNI, and FRIENDS COLLABORATE to TEND and GROW THE SCHOOL, MODELING THE LIFELONG LEARNING.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $72.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders8 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

75.77%of revenue went to mission work72.9% of expenses · Program services

3.15%of revenue went to fundraising3.0% of expenses

$103.99spent for every $100 of revenueSpending was higher than revenue this year.

25.08%of revenue went to management and office costs24.1% of expenses

$1.50in assets for every $1 spent this yearSome assets cannot be spent right away.

5.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $79,249 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $59,595 for RACHEL MCCARTHY (TRUSTEE / ADMISSION DIRECT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$1,986,167

Mission workProgram services$1,504,82375.77% of revenue72.9% of expenses

ManagementOffice and general costs$498,08025.08% of revenue24.1% of expenses

FundraisingAsking for donations$62,5133.15% of revenue3.0% of expenses

Total expenses$2,065,416103.99% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 72.9% mission · 24.1% management · 3.0% fundraisingTotal expenses: 103.99% of revenue

2023Expense mix: 71.7% mission · 26.9% management · 1.4% fundraisingTotal expenses: 115.73% of revenue

2022Expense mix: 73.1% mission · 26.3% management · 0.7% fundraisingTotal expenses: 104.27% of revenue

2021Expense mix: 74.8% mission · 22.0% management · 3.2% fundraisingTotal expenses: 86.48% of revenue

2020Expense mix: 75.8% mission · 20.3% management · 3.9% fundraisingTotal expenses: 101.84% of revenue

2019Expense mix: 76.7% mission · 19.7% management · 3.6% fundraisingTotal expenses: 118.31% of revenue

2018Expense mix: 75.8% mission · 21.4% management · 2.7% fundraisingTotal expenses: 118.58% of revenue

2017Expense mix: 63.6% mission · 33.4% management · 3.0% fundraisingTotal expenses: 96.52% of revenue

Money in and money out

Revenue$1,986,167

Expenses$2,065,416

Annual shortfall $79,249 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,504,823 · 72.9% of expenses

Management and office costs$498,080 · 24.1% of expenses

Fundraising$62,513 · 3.0% of expenses

See all reported dollar amounts

Revenue$1,986,167

Expenses$2,065,416

Assets$3,096,381

Income$2,005,583

Contributions$108,551

Mission work (program services)$1,504,823

Fundraising$62,513

Management and general$498,080

Accounting fees$21,310

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

RACHEL MCCARTHYTRUSTEE / ADMISSION DIRECT · 40 hrs/week $59,595Base $56,551 · Other $3,044

REBECCA RUGOPRESIDENT · 5 hrs/week $6,970

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (8)

RACHEL MCCARTHYTRUSTEE / ADMISSION DIRECT

REBECCA RUGOPRESIDENT

JOANNA MACINNISTRUSTEE

KARL PULKKINENSECRETARY

MARISA KOBUSTRUSTEE

MARLENE DICKINSONTRUSTEE

SAMANTHA VONATREASURER

TIM SPITTLETRUSTEE

About this charity

Recognized since: January 1985
Location: 701 CABOT ST, BEVERLY, MA 01915-1027
County: Essex
In care of: EVELYNE HEBRAULT
Primary officer: EVELYNE HEBRAULT, BUSINESS MANAGER

How to reach them

WebsiteVisit the charity’s website Emailadmissions@waldorfmoraine.org Phone(978) 927-8811

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: GERALD T REILLY & COMPANY
NTEE classification: Education (B24Z)