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Nonprofit · EIN 04-2734173

PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC

Also known as THE HARTSBROOK SCHOOL

Tax-exempt · HADLEY, MA 01035

Financials

$6.3M$6.8M2022$7.5M$7.6M2024
Revenue Expenses · by fiscal year end
Financials of PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$7,541,685$7,617,457-$75,772$4,341,434$3,573,776$767,658
August 31, 2023990$6,314,517$6,823,187-$508,670$4,670,033$3,724,125$945,908
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$441,992
Program service revenue
$6,956,710
Investment income
$42,398
Net income from fundraising events
$100,585
Other revenue
$100,585

Expenses

Grants and similar amounts paid
$1,681,285
Other salaries and wages
$3,178,623
Salaries, compensation and benefits (total)
$4,679,873
Professional fundraising fees
$0
Accounting fees
$32,883
Depreciation
$249,864
Program services (functional)
$6,440,430
Management and general (functional)
$1,043,344
Fundraising (functional)
$133,683

Balance sheet and other

Total assets, start of year
$4,406,167
Total assets, end of year
$4,341,434
Total liabilities, end of year
$3,573,776
Net assets, end of year
$767,658
Land, buildings and equipment
$2,302,428
Publicly traded securities
$166,547
Net assets without donor restrictions
$427,866
Net assets with donor restrictions
$339,792
Gross receipts
$7,616,376
Employees
89
Volunteers
0
Year formed
1980
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CHRIS SHAWDIRECTOR
Trustee or director
2$61,661
THOMAS HEINEMANDIRECTOR
Trustee or director
2$57,487
ROSEMARY MCNAUGHTONTREASURER
Trustee or director, Officer
2$56,735
SWANSEA BENHAM BLEICHERDIRECTOR
Trustee or director
2$0
JANIS ABBINGSOLEPRESIDENT
Trustee or director, Officer
4$0
BRENNAN SMITHDIRECTOR
Trustee or director
2$0
JESSICA MCCORMACKCLERK
Trustee or director, Officer
2$0
MARIA JOSE BOTELHO AYRESDIRECTOR
Trustee or director
2$0
MICHELLE ONG-HENDRICKDIRECTOR
Trustee or director
2$0
JILLIAN MCLEODVICE-CHAIR
Trustee or director, Officer
2$0
NICOLE THURRELLVICE-CHAIR
Trustee or director
2$0
ROBIN HARRISDIRECTOR
Trustee or director
2$0
OLIVIA DREIERDIRECTOR
Trustee or director
2$0
GABRIEL DARKDIRECTOR
Trustee or director
2$0
TANIA DOCARMODIRECTOR
Trustee or director
2$0
990 for the year ended August 31, 2023: 15 people
NameTitleHours / weekCompensation
SWANSEA BENHAM BLEICHERDIRECTOR
Trustee or director, Officer
4$0
JAN BAUDENDISTELDIRECTOR
Trustee or director
2$0
NOAH SMITHTREASURER
Trustee or director, Officer
2$0
ANNE WOODHULLDIRECTOR
Trustee or director
2$0
JANIS ABBINGSOLEPRESIDENT
Trustee or director, Officer
2$0
BRENNAN SMITHDIRECTOR
Trustee or director
2$0
JESSICA MCCORMACKCLERK
Trustee or director, Officer
2$0
NATALIE ADAMSDIRECTOR
Trustee or director
2$0
THOMAS HEINEMANDIRECTOR
Trustee or director
2$0
ROBIN HARRISDIRECTOR
Trustee or director
2$0
MARIA JOSE BOTELHO AYRESDIRECTOR
Trustee or director
2$0
NICOLE THURRELLDIRECTOR
Trustee or director
2$0
OLIVIA DREIERDIRECTOR
Trustee or director
2$0
MICHELLE ONG-HENDRICKDIRECTOR
Trustee or director
2$0
JILLIAN MCLEODDIRECTOR
Trustee or director
2$0

Address and contacts

Address (IRS master file)
193 BAY RD, HADLEY, MA 01035-9793
In care of
% LUCIANO SAPPIA
Principal officer (990 for 2024)
ROSEMARY MCNAUGHTON, 193 BAY ROAD, HADLEY, MA 01035
Signed the 990
ROSEMARY MCNAUGHTON, TREASURER
Phone
(413) 586-1908
Return prepared by
TEIXEIRA CPA PC

Mission

THE HARTSBROOK SCHOOL IS DEDICATED TO NURTURING THE UNIQUE SPIRIT OF EACH CHILD. THE PROGRAM, FROM PRE-SCHOOL THROUGH GRADE 12, INTEGRATES ACADEMIC, ARTISTIC, AND PRACTICAL WORK TO AWAKEN CLARITY OF THOUGHT, WARMTH OF HEART, AND STRENGTH OF PURPOSE. THROUGH JOY IN LEARNING, KINSHIP WITH NATURE, AND WORKING IN COMMUNITY, WE PREPARE STUDENTS TO MEET THE CHALLENGES OF THE FUTURE AND TO FIND MEANING AND DIRECTION IN THEIR LIVES.

990 for the year ended August 31, 2025

Program accomplishments

  • PROVIDE A PRE-SCHOOL THROUGH GRADE 12 EDUCATIONAL EXPERIENCE FOR OVER 200 CHILDREN, USING THE PRINCIPLES AND PHILOSOPHY OF RUDOLPH STEINER.
    Expenses $6,440,430 · grants $1,681,285 · revenue $7,541,686

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025Check at the IRS

IRS record

EIN
04-2734173
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1982
Accounting year ends
August
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B24Z)
Assets (IRS master file)
$4,341,434
Income (IRS master file)
$7,616,376

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$7,541,685$7,617,457$4,341,434XML
990August 2023$6,314,517$6,823,187$4,670,033XML
990August 2022–––IRS
990August 2021–––IRS
990August 2020–––IRS
990August 2019–––IRS
990August 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2734173).

Questions about PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC

What is the EIN of PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC?
The employer identification number (EIN) of PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC is 04-2734173.
Is PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC?
The 990 for the year ended August 31, 2025 names ROSEMARY MCNAUGHTON.
Who are the officers and directors of PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC?
The 990 for the year ended August 31, 2025 lists 15 people; 3 received compensation from the organization, the highest $61,661 (CHRIS SHAW, DIRECTOR).
How much revenue does PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC have?
On its 990 for the year ended August 31, 2025 it reported revenue of $7,541,685, expenses of $7,617,457 and total assets of $4,341,434 at year end.

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