2025-05-13T11:02:20-05:00 2024-06-30 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 400 BALTIMORE MD 21202 990 2023-07-01 237305478 THE WALDORF SCHOOL OF BALTIMORE INC WALD 4103676808 4801 TAMARIND ROAD BALTIMORE MD 21209 BRENDA SMITH EXECUTIVE DIRECTOR 4103676808 2025-05-08 1 1 JULIA FLANNERY P00928918 4102469300 2025-05-08 2023 2025-03-06 01:10:19Z BRENDA SMITH 4801 TAMARIND ROAD BALTIMORE MD 21209 4851730 0 X WWW.WALDORFSCHOOLOFBALTIMORE.ORG X 1971 MD TO PROVIDE A QUALITY, COMPREHENSIVE PRE-KINDERGARTEN THROUGH 8TH GRADE WALDORF EDUCATION FOR CHILDREN FOCUSING ON ACADEMIC EXCELLENCE AND CREATIVE, INTELLECTUAL, AND SPIRITUAL GROWTH. 19 17 95 140 0 0 289998 269730 3877090 4482649 25330 86161 31800 13190 4224218 4851730 684494 803833 0 0 2330408 2658519 0 0 51856 1211981 1305511 4226883 4767863 -2665 83867 7341541 7776727 1065991 2185663 6275550 5591064 THE WALDORF SCHOOL OF BALTIMORE EDUCATES AND INSPIRES CHILDREN TO THINK, ACT, AND FEEL WITH DEPTH, IMAGINATION, AND PURPOSE. 0 0 3447490 803833 4482649 TO PROVIDE A QUALITY, COMPREHENSIVE PRE-KINDERGARTEN THROUGH 8TH GRADE WALDORF EDUCATION FOR 194 CHILDREN FOCUSING ON ACADEMIC EXCELLENCE AND CREATIVE, INTELLECTUAL, AND SPIRITUAL GROWTH. 3447490 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 95 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X BRENDA SMITH 4103676808 4801 TAMARIND ROAD BALTIMORE MD 21209 JONATHAN PROZZI PRESIDENT 2.00 X X 0 0 0 BRIAN POOLE VICE PRESIDENT 2.00 X X 0 0 0 TYSON MACDONALD TREASURER 2.00 X X 0 0 0 KATHY MACMILLAN SECRETARY 2.00 X X 0 0 0 REID LACLAIR TRUSTEE 2.00 X 0 0 0 JACKIE BEACH TRUSTEE/TEACHER 40.00 X 36818 0 17591 CHRIS BROHAWN TRUSTEE 2.00 X 0 0 0 KIMBERLY DODSON TRUSTEE 2.00 X 0 0 0 KATHERINE ENDY TRUSTEE 2.00 X 0 0 0 JERI FORMAN TRUSTEE 2.00 X 0 0 0 BRITT HARLOW TRUSTEE 2.00 X 0 0 0 TOM LIVINGSTON TRUSTEE 2.00 X 0 0 0 NATE PRETL TRUSTEE 2.00 X 0 0 0 THOMAS PROCTOR TRUSTEE 2.00 X 0 0 0 BROOKE REDGRAVE TRUSTEE/GOLLEGIUM 40.00 X 49450 0 0 ROBBIE SHILLIAM TRUSTEE 2.00 X 0 0 0 LARRY SNYDER TRUSTEE 2.00 X 0 0 0 LYNN TAYLOR TRUSTEE 2.00 X 0 0 0 IYONNA WOODS TRUSTEE 2.00 X 0 0 0 BRENDA SMITH EXECUTIVE DIRECTOR 40.00 X 75461 0 407 TROY WALTERS FINANCE DIRECTOR 40.00 X 87191 0 12284 248920 0 30282 0 0 0 0 0 269730 269730 TUITION AND FEES 611600 4340002 4340002 PROGRAMS & ACTIVITIES 611600 142647 142647 4482649 86161 86161 12685 0 12685 12685 12685 MISCELLANEOUS 611600 505 505 505 4851730 4482649 0 99351 803833 803833 175344 123413 51671 260 1823387 1319284 503761 342 13076 9807 2877 392 482725 195340 279571 7814 163987 122990 36077 4920 3227 1452 1775 68969 68969 9382 4222 5160 60926 60926 82901 62959 13295 6647 87623 52574 30668 4381 319022 299400 18485 1137 72799 46205 19439 7155 236462 217545 17735 1182 85391 64043 18786 2562 PROGRAMS AND ACTIVITIES 61388 61388 DUES 44185 44185 173236 63035 95137 15064 4767863 3447490 1268517 51856 4014 30861 2422816 3106094 1646 1646 40611 2498 75452 30573 8251088 4077411 4161819 4173677 5403 629780 431378 7341541 7776727 6519 75492 1059472 2110171 1065991 2185663 X 5868633 5119443 406917 471621 6275550 5591064 7341541 7776727 83867 -728 -767625 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13198 13198 13198 13198 13198 13198 13198 13198 13198 13198 1.00000 0 0 7510924 3695079 3815845 439532 382332 57200 300632 300632 4173677 INVESCO PREM US GOVT MNY INST (IUGXX) 431378 F 431378 PART V, LINE 4: THE LONG-TERM GOAL OF THE ENDOWMENT FUND IS TO ACHIEVE APPRECIATION OF ASSETS WITHOUT EXPOSURE TO UNDUE RISK. THE PORTFOLIO IS EXPECTED TO SUPPORT DESIRED SPENDING, PROVIDE ADDITIONAL GROWTH TO COVER OPERATING EXPENSES AND PRESERVE THE PURCHASING POWER OF THE ENDOWMENT ASSETS OVER TIME. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS POLICY THROUGH THE ASSOCIATION OF INDEPENDENT MARYLAND SCHOOLS (A.I.M.S.) AD IN NEWSPAPER. 1 FINANCIAL AID 77 665117 MERIT 8 65438 OTHER 109 73278 PART I, LINE 2: ALL GRANTS ARE ALLOCATED TO WALDORF STUDENTS AND THE GRANTS REDUCE THEIR TUITION BILL. NO CASH IS GIVEN DIRECTLY TO STUDENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL 990 WILL BE REVIEWED FIRST BY THE FINANCE DIRECTOR, EXECUTIVE DIRECTOR, AND THE TREASURER. IT WILL THEN BE DISTRIBUTED TO THE FULL BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY BOARD MEMBER, OFFICER, EMPLOYEE, OR COMMITTEE MEMBER HAVING AN INTEREST IN A CONTRACT OR OTHER TRANSACTION OR DETERMINATION PRESENTED TO THE BOARD OF TRUSTEES OR A COMMITTEE OF THE CORPORATION FOR RECOMMENDATION, AUTHORIZATION, OR RATIFICATION OF HIS OR APPROVAL SHALL GIVE PROMPT, FULL AND FRANK DISCLOSURE OF HIS OR HER INTEREST TO THE BOARD OF TRUSTEES OR COMMITTEE PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION, THE BODY TO WHICH SUCH DISCLOSURE IS MADE SHALL THEREUPON DETERMINE, BY MAJORITY VOTE, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, SUCH PERSON SHALL NOT VOTE ON, NOR USE HIS OR HER PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN DELIBERATIONS RESPECT TO SUCH CONTACT, TRANSACTION OR DETERMINATION. SUCH PERSON MAY NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT ANY MEETING WHERE THE CONTRACT OR TRANSACTION IS UNDER DISCUSSION, DETERMINATION, OR IS BEING VOTED UPON. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE, THE VOTE THEREON, AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION, AND IF A QUORUM WAS PRESENT FORM 990, PART VI, SECTION B, LINE 15 THE SCHOOL'S SALARY PLAN WAS DEVELOPED AFTER REVIEWING SALARIES OF AREA INDEPENDENT SCHOOLS, OTHER WALDORF SCHOOLS, AND AREA PUBLIC SCHOOLS. THE BOARD OF TRUSTEES APPROVED THE SALARY PLAN AND ANNUALLY APPROVES SALARIES AS PART OF THE BUDGET PROCESS. THE BOARD MUST APPROVE ALL INCREASES OR DECREASES TO THE SALARY PLAN. EMPLOYEES ARE PLACED ON THE SALARY PLAN SCALES USING CRITERIA OF EXPERIENCE AND EDUCATION. THE SALARY FOR THE EXECUTIVE DIRECTOR WAS SET BY THE BOARD ABOVE THE TOP SALARIES OF OTHER REGULAR EMPLOYEES. ANY CHANGES TO THE SALARIES OF THE EXECUTIVE DIRECTOR WOULD BE DETERMINED BY THE BOARD AS PART OF THE PERFORMANCE REVIEW AND BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).