Mission
THE UPPER VALLEY WALDORF SCHOOL PREPARES STUDENTS TO ENGAGE WITH A CHANGING WORLD, IN A SOCIALLY INCLUSIVE ENVIRONMENT, USING CURRICULUM RICH IN THE SCIENCES, HUMANITIES, AND ARTS, BASED ON RUDOLF STEINER'S INSIGHTS INTO CHILD DEVELOPMENT.
Public Charity
UPPER VALLEY WALDORF SCHOOL
UPPER VALLEY WALDORF SCHOOL is a nonprofit organization categorized as Public Charity based in QUECHEE, VT. Its most recent IRS filing (2025) reports revenue of $2.8M, expenses of $2.9M, total assets of $3.5M. Imperigo tracks 21 reported grant relationships connected to this organization totaling approximately $3.4M.
EIN: 030312346
QUECHEE, VT
Primary & Elementary Schools
NTEE: B24
Latest filing: 2025
Total Revenue$2.8M
Total Expenses$2.9M
Total Assets$3.5M
Grant Records21
Funding Total$3.4M
Filing Years2021–2025
Where $100 goes at Upper Valley Waldorf School
How Upper Valley Waldorf School divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
$85
Programs
the work itself
$14
Management
running the organization
$1
Fundraising
raising the next dollar
Inside the $85 for programs
$85
The school continued to cultivate a balance of intellectual achievement, spiritual growth, physical development, and personal responsibility through a classic education that reflects an understanding of the growing…
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
EDUCATION
$57,960
For grant recipient's exempt purposes
$25,100
PROGRAM ENHANCEMENT
$20,872
SCHOLARSHIP FUND
$10,000
EDUCATIONAL INSTITUTIONS
$10,000
Showing up to 5 of 21 total records — full history available with membership.
Officers & Directors
BOARD MEMBER
Blair Butterfield
BOARD MEMBER
Chris Berg
BOARD MEMBER/STRINGS TEACHER
Erin Lord
OPERATIONS DIRECTOR
Jeannie Surrell
BOARD MEMBER/GRADES TEACHER
Julia Pellegrino
BOARD MEMBER
Matthew Houde
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $2.8M | $2.9M | $3.5M |
| 2024 | $2.5M | $2.8M | $3.9M |
| 2023 | $2.5M | $2.8M | $4.0M |
| 2022 | $2.6M | $2.7M | $4.2M |
| 2021 | $2.8M | $2.6M | $4.3M |
Between 2021 and 2025, reported annual revenue held roughly steady at around $2.8M, with total assets most recently reported at $3.5M.
Interactive year-over-year charts and full filing details available with membership.