Financial Aid

Philosophy

The Waldorf School of Philadelphia is committed to making Waldorf education accessible through a combined strategy of competitive tuition rates, generous financial aid awards, scholarship and grants.

We offer needs-based financial assistance to approximately 30% of our families each year with a variety of awards ranging from several hundred to several thousand dollars. We are committed to maintaining a consistent level of support annually, provided families meet the eligibility criteria and continue to demonstrate a comparable need.  All applications must be updated annually by the application deadline and we ask families to always give their children’s education a very high priority in their financial planning, including considering possible help from extended family.

Eligibility Criteria

The Waldorf School of Philadelphia considers financial aid applications for all students who are turning 5 years by June 1st, 2020 through to 8th grade.

Families Impacted by COVID-19

Understanding the impact that of the COVID-19 crisis, in April 2020 we reopened our financial aid program for the 2020-2021 school year in order to support families who have experienced a change in economic circumstances.

Any family experiencing hardship due to the COVID-19 crisis, including families who have not previously received tuition assistance, should follow our school’s standard financial aid process outlined on this page below. Families who have already been notified of their financial aid award for the  2020-2021 school year may apply for additional support by revisiting and updating their financial aid application. All financial aid applicants will be asked to provide the supplementary information as outlined in the COVID-19 process below. For more information please click on this link.

The financial aid application deadline for families experiencing hardship due to COVID-19 is May 20th, 2020. Notification of awards will be made by June 1st, 2020

The Waldorf School of Philadelphia's usual financial aid application window is from October through January and the deadline for applications is in mid-January each year.  Families are advised of financial aid awards on or about February 1st. Financial aid applications are made through School and Student Services (SSS), a service of the National Association of Independent Schools. Families are encouraged to complete their financial aid application at the same time as the admission application process is being completed.

Financial assistance decisions are reached by a Financial Aid Committee. The Committee reviews each family’s application individually and consideration is given to multiple factors including income, assets, home equity, second home ownership, consumer debt, and the number of children attending tuition-charging institutions. All information is held in strict confidence and families receiving support are asked to reciprocate by observing the same strict confidentiality.

For a conversation about eligibility for financial support from the Waldorf School of Philadelphia, please reach out to the Director of Advancement & Enrollment, Alexandra Borders at 215-248-1662 or bordersa@phillywaldorf.com

Steps to Apply

  • Create a confidential online account via SSS - Financial Aid 
  • Submit your application by the newly revised deadline of May 20th, 2020
  • Please use the application code 4125 for the Waldorf School of Philadelphia
  • Returning applicants please use your email address and password previously set up
  • Begin a Parent Financial Statement (PFS) - you can log out of the PFS Online at any time, then return later
  • The fee of $51 is non-refundable. Once your PFS is submitted, it cannot be withdrawn but it can be revised later
  • After you pay for and submit your PFS, you will have access to the PFS Online to a section called “My Documents.” There you can upload supporting documents.

Supporting Documents

  • Prepare your supporting documents by ensuring they are on your computer and saved as a separate file. Remember to remove any security or password protection from your document files.
  • In addition to completing the PFS, you are required to submit the following materials by uploading them to SSS:
    • 2019 Tax Returns - 1040, W-2s and all schedules. If you have not yet filed, a copy of your 2018 returns with all 2019 W-2s.
    • Business owners - All 2019  schedules filed with the IRS. If you have not yet filed, a copy of your 2018 schedules until your 2018 are filed.
  • Return to the PFS Online and log in and select the Academic Year 2020-21 button.
  • Click on the “My Documents” tab. On the “My Documents” page, there is an upload button or hyperlink next to a specific document name in the “Required Documents” section of the PFS. Click either the upload button or the hyperlink which will lead you through a series of steps allowing you to name, locate and save the file.
  • Once you have uploaded a document, the date will appear in the “Date Uploaded” column within minutes of the upload. Some tax documents go through a verification process. It can take up to 48 hours for the verification process to complete.

COVID-19 Additional Supporting Documentation

Step One: Prepare the following documents:

  • IRS Form 1040 for 2019 tax year
  • W-2 or IRS Form 1099
  • Last Paycheck Stub for those that lost their job due to COVID-19
  • Schedule C or C-EZ for 2019
  • Corporate Taxes for 2019 (k1, 1065, 1120s)
  • Current Balance Sheet/P & L for those that business has closed due to COVID-19

Step Two: Save this link in your web browser https://sss.secure.force.com/familyportal

Step Three: You will need to create a Family Portal account using your email address and password OR if you are a recipient of financial aid for 2020-2021, revisit and update your application. 

Step Four: Complete and submit the Parent Financial Statement (PFS) using your estimated income (as best you can) for 2020.

Step Five: In the narrative section of SSS, detail how the pandemic has affected your family’s circumstances, including any other extenuating circumstances.

Step Six: Send a brief email to alert Pam Benton, Business Manager, to expect your new or revised financial aid application. Send your email to businessmanager@phillywaldorf.com.

Step Seven: For more infomation including Frequently Asked Questions, click here.

Fee Waivers

To reduce the obstacle that application fees can create for the neediest of families, SSS by NAIS will automatically evaluate eligibility for families to receive a fee waiver and no longer require families to request waivers for schools to approve. Fee waiver eligibility will be based on the information families submit on their PFS's regarding total income, family household size, and other factors.

For families who do not automatically qualify for a fee waiver through SSS, a very limited number of school waivers for first-time applicant families affected by the COVID-19 crisis are available through the Business Office. Contact Pam Benton, Business Manager, for details.

 

529 Savings Plans

The Waldorf School of Philadelphia invites applications for the Community Scholarship Program. Please visit the Scholarships and Grants page of our website for further information and details to apply.