SCHOOL PROFILE · FREE PREVIEW
SCHOOL PROFILE · FREE PREVIEW
Housatonic Valley Waldorf School
Newtown, CT · Independent school
THE READ · FREE SUMMARY
Housatonic Valley Waldorf School looks durable. The school holds 18 months of operating cushion, adequate runway. Revenue runs 69% tuition-dependent (peer median 88%), diversified by day-school standards, with meaningful contribution and investment income. Staff compensation runs 71% of expenses, about par for the peer cohort. NACUBO Composite Financial Index: 8.8 / 10, strong.
Housatonic Valley Waldorf School reported $2.6M in revenue against $2.3M in expenses in fiscal year 2023, the most recent filing on record. Net assets stood at $3.4M — about 1.47x annual operating expense.
Operating margin landed at 11.3%, with 69.3% of revenue coming from tuition. Among same-size peers, that puts Housatonic Valley Waldorf School at the p87 on operating margin.
$2.6M
REVENUE FY2023
11.3%
OP MARGIN
20
PEERS RESOLVED
IRS FORM 990 · DATA THROUGH FY2023
THE FULL REPORT
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Ten panels on Housatonic Valley Waldorf School: financial health, peer comparison, community demographics, paying & giving capacity, competitive position, enrollment demand, leadership compensation, governance — and the questions to ask. One subscription opens every school.
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WHERE THIS SCHOOL SITS · REVENUE SCALE VS PEERS
Among 20 similar peer schools, Housatonic Valley Waldorf School ranks 15th by latest 990 revenue.
Revenue scale
WHAT’S IN THE REPORT
- Financials — IRS Form 990, up to nine years on file.
- Enrollment & demand — IRS 990 tuition revenue + U.S. Census county births.
- Competition — NCES private (PSS) + public (CCD) school inventory.
- Demographics — U.S. Census Bureau, ACS 5-year estimates.
- Local economy — U.S. Bureau of Labor Statistics, QCEW and CES.
- Peer set — 1,620 independent schools with verified financials.
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