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Nonprofit · EIN 04-3562886

RESEARCH INSTITUTE FOR WALDORF EDUCATION INC

Tax-exempt · HUDSON, NY 12534

Financials

$609K$601K2022$556K$652K2023$718K$595K2024
Revenue Expenses · by fiscal year end
Financials of RESEARCH INSTITUTE FOR WALDORF EDUCATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990$718,166$594,574$123,592$561,469$65,828$495,641
July 31, 2024990$555,530$651,612-$96,082$389,526$109,434$280,092
July 31, 2023990$608,967$601,319$7,648$467,388$106,709$360,679
Financial details: 990 for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$412,637
Program service revenue
$189,273
Investment income
$16,670
Net gain from sales of assets
$9,326
Other revenue
$99,586

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$35,000
Other salaries and wages
$267,604
Salaries, compensation and benefits (total)
$344,887
Professional fundraising fees
$0
Occupancy
$15,165
Travel
$401
Program services (functional)
$508,540
Management and general (functional)
$86,034

Balance sheet and other

Total assets, start of year
$389,526
Total assets, end of year
$561,469
Total liabilities, end of year
$65,828
Net assets, end of year
$495,641
Publicly traded securities
$112,177
Net assets without donor restrictions
$495,641
Gross receipts
$840,764
Employees
6
Year formed
2001
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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DOUGLAS GERWINEXECUTIVE DI
Trustee or director, Officer
20$35,000
STEPHEN BLOOMQUISTTREASURER
Trustee or director, Officer
5$1,500
NATALIE ADAMSSECRETARY
Trustee or director, Officer
5$0
JAN BAUDENDISTELBOARD MEMBER
Trustee or director
2$0
JASON CHILDBOARD MEMBER
Trustee or director
2$0
VIRGINIA FLYNNPRESIDENT
Trustee or director, Officer
5$0
VIVIAN JONES-SCHMIDTBOARD MEMBER
Trustee or director
2$0
MARISHA PLOTNIKBOARD MEMBER
Trustee or director
2$0
GEORGE RUSSELLBOARD MEMBER
Trustee or director
2$0
LEONORE RUSSELLBOARD MEMBER
Trustee or director
2$0
JOST SCHIERENBOARD MEMBER
Trustee or director
2$0
WILFRIED SOMMERBOARD MEMBER
Trustee or director
2$0
JASON YATESBOARD MEMBER
Trustee or director
2$0
990 for the year ended July 31, 2024: 10 people
NameTitleHours / weekCompensation
NATALIE ADAMSSECRETARY
Trustee or director, Officer
1$0
STEPHEN BLOOMQUISTTREASURER
Trustee or director, Officer
1$0
VIRGINIA FLYNNPRESIDENT
Trustee or director, Officer
1$0
DOUGLAS GERWINDIRECTOR
Trustee or director, Officer
20$0
ELAN LEIBNERVICE PRESIDE
Trustee or director, Officer
1$0
VIRGINIA MCWILLIAMBOARD MEMBER
Trustee or director
1$0
GEORGE RUSSELLBOARD MEMBER
Trustee or director
1$0
LEONORE RUSSELLBOARD MEMBER
Trustee or director
1$0
JOST SCHIERENBOARD MEMBER
Trustee or director
1$0
WILFRIED SOMMERBOARD MEMBER
Trustee or director
1$0
990 for the year ended July 31, 2023: 10 people
NameTitleHours / weekCompensation
DOUGLAS GERWINDIRECTOR
Trustee or director, Officer
20$29,722
NATALIE ADAMSSECRETARY
Trustee or director, Officer
1$0
STEPHEN BLOOMQUISTTREASURER
Trustee or director, Officer
1$0
VIRGINIA FLYNNPRESIDENT
Trustee or director, Officer
1$0
ELAN LEIBNERVICE PRESIDE
Trustee or director, Officer
1$0
VIRGINIA MCWILLIAMBOARD MEMBER
Trustee or director
1$0
GEORGE RUSSELLBOARD MEMBER
Trustee or director
1$0
LEONORE RUSSELLBOARD MEMBER
Trustee or director
1$0
JOST SCHIERENBOARD MEMBER
Trustee or director
1$0
WILFRIED SOMMERBOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
351 FAIRVIEW AVE STE 625, HUDSON, NY 12534-1271
In care of
% PATRICE O MAYNARD
Principal officer (990 for 2024)
VIRGINIA FLYNN, 5230 SHERWOOD ROAD, LITTLE ROCK, AR 72207
Signed the 990
DOUGLAS GERWIN, EXECUTIVE DIRECTOR
Phone
(518) 828-9999
Return prepared by
PENCHANSKY & COII PLLC

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.

990 for the year ended July 31, 2025

Program accomplishments

  • 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.
    Expenses $508,540

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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990 on file
2023July 31, 2024December 16, 2024990 on file

IRS record

EIN
04-3562886
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2015
Accounting year ends
July
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B99)
Assets (IRS master file)
$561,469
Income (IRS master file)
$840,764

Filing history

FormYear endedRevenueExpensesAssetsReturn
990July 2025$718,166$594,574$561,469XML
990July 2024$555,530$651,612$389,526XML
990July 2023$608,967$601,319$467,388XML
990July 2022$722,948$552,638$510,649IRS
990July 2021–––IRS
990July 2020–––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 04-3562886).

Questions about RESEARCH INSTITUTE FOR WALDORF EDUCATION INC

What is the EIN of RESEARCH INSTITUTE FOR WALDORF EDUCATION INC?
The employer identification number (EIN) of RESEARCH INSTITUTE FOR WALDORF EDUCATION INC is 04-3562886.
Is RESEARCH INSTITUTE FOR WALDORF EDUCATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to RESEARCH INSTITUTE FOR WALDORF EDUCATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does RESEARCH INSTITUTE FOR WALDORF EDUCATION 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 RESEARCH INSTITUTE FOR WALDORF EDUCATION INC due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RESEARCH INSTITUTE FOR WALDORF EDUCATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended July 2025.
Who is the principal officer of RESEARCH INSTITUTE FOR WALDORF EDUCATION INC?
The 990 for the year ended July 31, 2025 names VIRGINIA FLYNN.
Who are the officers and directors of RESEARCH INSTITUTE FOR WALDORF EDUCATION INC?
The 990 for the year ended July 31, 2025 lists 13 people; 2 received compensation from the organization, the highest $35,000 (DOUGLAS GERWIN, EXECUTIVE DI).
How much revenue does RESEARCH INSTITUTE FOR WALDORF EDUCATION INC have?
On its 990 for the year ended July 31, 2025 it reported revenue of $718,166, expenses of $594,574 and total assets of $561,469 at year end.

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