THE RESEARCH INSTITUTE FOR WALDORF EDUCATION INC

Address
PO BOX 307
WILTON, NH 03086
Nonprofit
NTEE: B05 - Research Institutes and/or Public Policy Analysis
EIN: 04-3562886

Mission

THE INSTITUTE IS ORGANIZED TO ENGAGE IN RESEARCH INTO THE BACKGROUND, PHILOSOPHY, CURRICULUM, METHODOLOGY, APPLICATIONS AND EFFECTIVENESS OF WALDORF EDUCATION, INCLUDING THE PUBLICATION AND DISTRIBUTION OF BOOKS, PAMPHLETS, SCIENCE KITS AND OTHER CLASSROOM MATERIALS, PROMOTIONAL MATERIALS AND FLYERS RELATED TO WALDORF EDUCATION.
 20172016201520142013
Basic features of the organization
Doing business as nameEDUCATION INC
Year of formation2001
Subsection code03
PF filing required0    
Metropolitan statistical area1123
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$33,496.00$36,050.00$36,880.00$32,791.00 
Sum of reportable (W2/1099) compensation$33,496.00$36,050.00$36,880.00$32,791.00 
Number of employees7778 
Number of volunteers77710 
Personnel
Adams, Natalie
TitleSECRETARYSECRETARYBOARD MEMBERBOARD MEMBER 
Name of key/compensated personNATALIE ADAMSNATALIE ADAMSNATALIE ADAMSNATALIE ADAMS 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Amrine, Frederick
TitleBOARD MEMBERBOARD MEMBERBOARD MEMBERBOARD MEMBER 
Name of key/compensated personFREDERICK AMRINEFREDERICK AMRINEFREDERICK AMRINEFREDERICK AMRINE 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Bloomquist, Stephen
TitleBOARD MEMBERBOARD MEMBER   
Name of key/compensated personSTEPHEN BLOOMQUISTSTEPHEN BLOOMQUIST   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.00    
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Flynn, Virginia
TitleBOARD MEMBERBOARD MEMBERTREASURERTREASURER 
Name of key/compensated personVIRGINIA FLYNNVIRGINIA FLYNNVIRGINIA FLYNNVIRGINIA FLYNN 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Gerwin, Douglas
TitleDIRECTORDIRECTORDIRECTORDIRECTOR 
Name of key/compensated personDOUGLAS GERWINDOUGLAS GERWINDOUGLAS GERWINDOUGLAS GERWIN 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org10.0010.0010.0030.00 
Reportable compensation from org$33,496.00$36,050.00$36,880.00$32,791.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Groh, Alice
TitleBOARD MEMBERBOARD MEMBERBOARD MEMBERBOARD MEMBER 
Name of key/compensated personALICE GROHALICE GROHALICE GROHALICE GROH 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Handschin, Eva
TitleBOARD MEMBERBOARD MEMBER   
Name of key/compensated personEVA HANDSCHINEVA HANDSCHIN   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.00    
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Hofrichter, Hansjoerg
TitleBOARD MEMBERBOARD MEMBERBOARD MEMBERBOARD MEMBER 
Name of key/compensated personHANSJOERG HOFRICHTERHANSJOERG HOFRICHTERHANSJOERG HOFRICHTERHANSJOERG HOFRICHTER 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Howard, Susan
Title  SECRETARYSECRETARY 
Name of key/compensated person  SUSAN HOWARDSUSAN HOWARD 
Position of compensated person
Current individual trustee or director  TrueTrue 
Average hours per week working for org  1.001.00 
Reportable compensation from org  $0.00$0.00 
Other comp, non-reportable, from org and related orgs  $0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00 
Leibner, Elan
TitleBOARD MEMBERBOARD MEMBERBOARD MEMBERBOARD MEMBER 
Name of key/compensated personELAN LEIBNERELAN LEIBNERELAN LEIBNERELAN LEIBNER 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Schieren, Jost
TitleBOARD MEMBERBOARD MEMBERBOARD MEMBERBOARD MEMBER 
Name of key/compensated personJOST SCHIERENJOST SCHIERENJOST SCHIERENJOST SCHIEREN 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Sloan, Douglas
TitleBOARD MEMBERBOARD MEMBERBOARD MEMBERBOARD MEMBER 
Name of key/compensated personDOUGLAS SLOANDOUGLAS SLOANDOUGLAS SLOANDOUGLAS SLOAN 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Sommer, Wilfried
TitleBOARD MEMBERBOARD MEMBER   
Name of key/compensated personWILFRIED SOMMERWILFRIED SOMMER   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.00    
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTHE INSTITUTE IS ORGANIZED TO ENGAGE IN RESEARCH INTO THE BACKGROUND, PHILOSOPHY, CURRICULUM, METHODOLOGY, APPLICATIONS AND EFFECTIVENESS OF WALDORF EDUCATION, INCLUDING THE PUBLICATION AND DISTRIBUTION OF BOOKS, PAMPHLETS, SCIENCE KITS AND OTHER CLASSROOM MATERIALS, PROMOTIONAL MATERIALS AND FLYERS RELATED TO WALDORF EDUCATION.THE INSTITUTE IS ORGANIZED TO ENGAGE IN RESEARCH INTO THE BACKGROUND, PHILOSOPHY, CURRICULUM, METHODOLOGY, APPLICATIONS AND EFFECTIVENESS OF WALDORF EDUCATION, INCLUDING THE PUBLICATION AND DISTRIBUTION OF BOOKS, PAMPHLETS, SCIENCE KITS AND OTHER CLASSROOM MATERIALS, PROMOTIONAL MATERIALS AND FLYERS RELATED TO WALDORF EDUCATION.THE INSTITUTE IS ORGANIZED TO ENGAGE IN RESEARCH INTO THE BACKGROUND, PHILOSOPHY, CURRICULUM, METHODOLOGY, APPLICATIONS AND EFFECTIVENESS OF WALDORF EDUCATION, INCLUDING THE PUBLICATION AND DISTRIBUTION OF BOOKS, PAMPHLETS, SCIENCE KITS AND OTHER CLASSROOM MATERIALS, PROMOTIONAL MATERIALS AND FLYERS RELATED TO WALDORF EDUCATION.THE INSTITUTE IS ORGANIZED TO ENGAGE IN RESEARCH INTO THE BACKGROUND, PHILOSOPHY, CURRICULUM, METHODOLOGY, APPLICATIONS AND EFFECTIVENESS OF WALDORF EDUCATION, INCLUDING THE PUBLICATION AND DISTRIBUTION OF BOOKS, PAMPHLETS, SCIENCE KITS AND OTHER CLASSROOM MATERIALS, PROMOTIONAL MATERIALS AND FLYERS RELATED TO WALDORF EDUCATION. 
Program service expenses, total$673,336.00$787,592.00$618,795.00$578,990.00 
Programs, including revenue & expenses
RESEARCH INTO THE BACKGROUND, PHILOSOPHY, CURRICULUM, METHODOLOGY, APPLICATIONS AND EFFECTIVENESS OF WALDORF EDUCATION, INCLUDING THE PUBLICATION AND DISTRIBUTION OF BOOKS, PAMPHLETS, SCIENCE KITS AND OTHER CLASSROOM MATERIALS, PROMOTIONAL MATERIALS AND FLYERS RELATED TO WALDORF EDUCATION.
Program expenses$673,336.00$787,592.00$618,795.00$578,990.00 
Program revenue$224,341.00$417,766.00   
Program descriptionRESEARCH INTO THE BACKGROUND, PHILOSOPHY, CURRICULUM, METHODOLOGY, APPLICATIONS AND EFFECTIVENESS OF WALDORF EDUCATION, INCLUDING THE PUBLICATION AND DISTRIBUTION OF BOOKS, PAMPHLETS, SCIENCE KITS AND OTHER CLASSROOM MATERIALS, PROMOTIONAL MATERIALS AND FLYERS RELATED TO WALDORF EDUCATION.RESEARCH INTO THE BACKGROUND, PHILOSOPHY, CURRICULUM, METHODOLOGY, APPLICATIONS AND EFFECTIVENESS OF WALDORF EDUCATION, INCLUDING THE PUBLICATION AND DISTRIBUTION OF BOOKS, PAMPHLETS, SCIENCE KITS AND OTHER CLASSROOM MATERIALS, PROMOTIONAL MATERIALS AND FLYERS RELATED TO WALDORF EDUCATION.RESEARCH INTO THE BACKGROUND, PHILOSOPHY, CURRICULUM, METHODOLOGY, APPLICATIONS AND EFFECTIVENESS OF WALDORF EDUCATION, INCLUDING THE PUBLICATION AND DISTRIBUTION OF BOOKS, PAMPHLETS, SCIENCE KITS AND OTHER CLASSROOM MATERIALS, PROMOTIONAL MATERIALS AND FLYERS RELATED TO WALDORF EDUCATION.RESEARCH INTO THE BACKGROUND, PHILOSOPHY, CURRICULUM, METHODOLOGY, APPLICATIONS AND EFFECTIVENESS OF WALDORF EDUCATION, INCLUDING THE PUBLICATION AND DISTRIBUTION OF BOOKS, PAMPHLETS, SCIENCE KITS AND OTHER CLASSROOM MATERIALS, PROMOTIONAL MATERIALS AND FLYERS RELATED TO WALDORF EDUCATION. 
Financial data
Revenue
Total revenue$566,372.00$694,442.00$684,409.00$954,599.00 
Revenue from contributions (total)$341,835.00$201,267.00$352,562.00$700,148.00$81,287.00
Revenue from noncash contributions   $223,334.00 
Investment income, current yr$196.00$664.00$536.00$983.00 
Total revenue from grants, etc., current yr$341,835.00$201,267.00$352,562.00$700,148.00 
Total unrelated business revenue$0.00$0.00$0.00$0.00 
Other revenue, current yr$0.00$0.00$0.00$0.00 
Program service revenue (total)$224,341.00$492,511.00$331,311.00$253,468.00$81,459.00
Gross receipts$566,372.00$694,442.00$684,409.00$954,599.00 
Sources of contributions
Revenue from gov't grants$341,835.00$201,267.00$352,562.00  
Revenue from all other contributions   $700,148.00 
Other types of revenue
Income from dividends, interest, and similar investments$196.00$664.00$536.00$983.00 
Net rental income  $0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$756,979.00$873,506.00$691,782.00$645,688.00 
Total functional expenses: program service $673,336.00$787,592.00$618,795.00$578,990.00 
Total functional expenses: management and general$83,643.00$85,914.00$72,987.00$66,698.00 
Total functional expenses: fundraising$0.00$0.00$0.00$0.00 
Fees for services
Legal fees (total)   $475.00 
Fundraising service fees (total)$0.00$0.00$0.00$0.00 
Assets and liabilities
Total assets$252,162.00$466,134.00$629,460.00$641,384.00$307,951.00
Total assets, beginning of year$466,134.00$629,460.00$641,384.00$307,951.00 
Total liabilities$60,075.00$53,942.00$38,204.00$24,522.00$0.00
Total liabilities, beginning of year$53,942.00$38,204.00$24,522.00  
Unrestricted net assets, end of yr$190,391.00$382,192.00$556,445.00$572,603.00 
Temporarily restricted net assets$1,696.00$30,000.00$34,811.00$44,259.00 
Net assets$192,087.00$412,192.00$591,256.00$616,862.00 
Net assets, beginning of year$412,192.00$591,256.00$616,862.00$307,951.00 
Other liabilities$2,637.00$3,145.00$3,282.00$2,805.00 
Cash: non-interest bearing$50,710.00$214,068.00$269,254.00$319,589.00 
Cash: non-interest bearing, beginning of year$214,068.00$269,254.00$319,589.00$299,620.00 
Inventories for sale or use$170,138.00$183,709.00$302,660.00$270,487.00 
Other financial variables
Revenue less expenses-$190,607.00-$179,064.00-$7,373.00$308,911.00 
Advertising (total)$11,613.00$11,719.00$7,602.00$14,203.00 
Accounts receivable, net$19,302.00$55,492.00$28,370.00$41,144.00 
Prepaid expenses & deferred charges $686.00$18,432.00  
Accounts payable & accrued expenses$420.00$5,594.00$1,185.00$5,637.00 
Deferred revenue$57,018.00$45,203.00$33,737.00$16,080.00 
Total net assets or fund balances$192,087.00$412,192.00$591,256.00$616,862.00 
Depreciation, depletion, amortization$2,810.00$1,991.00$2,548.00$1,146.00 
Governance and accountability
Number of voting members13131111 
Number of independent voting members13131111 
Financial sheets auditedTrueTrueTrueTrue 
Accrual accountingTrueTrueTrueTrue 
Tax year start date2016-08-012015-08-012014-08-012013-08-01 
Tax year end date2017-07-012016-07-012015-07-012014-07-012013-07-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990 
Date e-filing submitted2018-03-122017-08-092016-07-212015-07-08 
IRS schema version2016v3.12015v3.02014v6.02013v4.0 
Filing identifier201840449349301159201740609349300709201600759349300405201531669349300503 
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