As a social objective, the Corvallis Waldorf School Tuition Adjustment Program is designed to enable qualified students to attend CWS who might not otherwise be able to do so for financial reasons.  The program plays a major role in contributing to the success, diversity and health of the school. The Corvallis Waldorf School strives to adhere to the mission and principle of supporting accessibility for all families who seek a Waldorf education. Families with students from 5 years old  through 8th Grade are eligible for Tuition Adjustment.

Guidelines we use to determine adjustments to tuition

  • The Tuition Adjustment Committee grants adjustments on the basis of demonstrated financial need and the availability of funds. The Committee must balance a family’s ability to pay tuition with standards that ensure equitable  distribution of adjustments. Our decisions are based on an independent financial needs assessment by FACTS. We use the recommendations of FACTS to guide the amount of assistance that will be awarded. The Committee gives strong favorable consideration to volunteerism and to demonstrated commitment to CWS as well as Waldorf education. Applications for Tuition Adjustment are only considered in cases where all balances and fees are current.
  • Admission decisions are made independently of decisions to make a Tuition Adjustment. All applicants musts be accepted before there will be a review and determination of Tuition Adjustment.
  • Applications for the renewal of tuition adjustment must be made each year.
  • The Tuition Adjustment process is held in strict confidence and with deep respect for privacy.  All Tuition Adjustment awards are considered confidential agreements.  We ask the same of our Tuition Adjustment families.  Please do not share or publish your Tuition Adjustment, in general or in detail, with your peers.
  • Tuition Adjustment is awarded according to the application at the time of the award.  Any changes in the enrollment application or a family’s financial circumstances, at any later time, may necessitate a change in the Tuition Adjustment. The school reserves the right to adjust any tuition adjustment awards when there is a deviation between the actual income reported on the prior year tax returns and that projected in the application. The school further reserves the right to revoke any tuition adjustment awards when a misleading representation of the family need is presented through incorrect information or through omissions.
  • Fees of any sort are not eligible for Tuition Adjustment.

Important Dates

March 3–14, 2014: Re-Enrollment for Current Families
March 17, 2014: New Enrollment Period Opens
April 14, 2014: Tuition Adjustment Phase I Deadline. After this date, Tuition Adjustment applications are processed on a rolling basis.

How to Apply for Tuition Adjustment

Fill out the FACTS Grant and Aid Assessment form

1)The form is available online at www.factstuitionaid.com  Questions about completing the form can be addressed by phone at 866-315-9262 or by e-mail at help@factstuitionaid.com  Paper copies of the forms are available in the office.

2) Transmitting to FACTS
If you are transmitting your application online, mail your supporting documents to: FACTS Grant and Aid Assessment, PO Box 82524, Lincoln, NE 68401-2524 or fax them to 866-315-9264. You do not need to leave a hard copy at the school’s office. If you are transmitting your application by mail, application and supporting documents are mailed to the above address.

3) Tax Returns – to FACTS
You can begin the tuition adjustment application process before completing your 2013 taxes. If you are interested in being in our Phase I consideration, please plan ahead so your 2013 tax returns are available.

4) Your Letter – turn into the Corvallis Waldorf School
A concise personal letter outlining your situation and any extenuating circumstances is required.  This letter is important to highlight the unique details that you would want to be understood in the review process and would not show up on any generic form. Please turn this letter into the business office. Examples of items to include in the letter might be:

  • How long do you plan to have your children attend CWS?
  • In a few sentences, briefly summarize your connection to Waldorf education.
  • Do you realize any income that is not reflected on your income tax returns?
  • Are there expected changes in income or expenses in the year to come?
  • Do you anticipate outside help from friends or family to meet the tuition amount not covered by Tuition Adjustment?  We encourage families to look to these sources before stating your need.
  • Is your financial need temporary?
  • For a two-parent family, are both parents working? If not, why?
  • Please address volunteerism as explained in Section 5 below.

5) Volunteerism
We hold the intention that the Tuition Adjustment relationship is primarily one of gratitude; gratitude for the donations that allow the school to serve families of different economic means; gratitude for the sacrifice that so many families make to create this opportunity for their children; and gratitude for the community that this program helps to form.  There are 2 types of gifts that are vital to our school.  One is financial contributions and the other is volunteer time.  We will not be considering volunteerism for an employed single parent in the same way as a two-parent family with one or two non-employed parents.  We ask that you articulate in your letter your volunteerism for the school.

6) For Two-Household Families

  • We believe both parents retain the obligation to contribute what they can afford to the education of their children.  Financial need is determined by a family’s ability to meet educational expenses, not on a willingness to pay these expenses.
  • We request that non-custodial parents also complete the FACTS Grant and Aid Assessment forms by the deadlines listed above.
  • If either parent has remarried, the financial information of the step-parent must be included on the FACTS Grant and Aid Assessment forms.

7) Retirement Plans, Savings and Other Assets
Many families at CWS make multiple sacrifices so that their children can enroll at our school. The FACTS analysis determines an appropriate asset value for each family based on your age and earning potential.  We have found their evaluations to be fair.  Some of your assets may be determined to be an available resource for your family to use for payment of tuition.

8) Complete Applications
The Tuition Adjustment Committee will not be able to proceed with a review of your application until all of the above information is complete.  FACTS will follow up with you regarding any missing documents.

9) Changes in Circumstances
Tuition Adjustment recipients are required to notify the committee of any material changes in financial status at any time. Failure to report these changes may jeopardize future awards.

Frequently Asked Questions

Who is on the Tuition Adjustment Committee?

The Tuition Adjustment Committee includes the Director of Business Operations, the Administrator and a Board Member. These members hold all aspects of the tuition adjustment decisions in the strictest confidence. Please feel free to contact any of these members with questions.

Is there a priority for Tuition Adjustment funds?
Yes, these awards are made to families of students who demonstrate financial need and have no outstanding balances due to the school.

In addition, priorities are given in the following order:

  1. Families currently enrolled at CWS
  2. Families new to CWS, with previous Waldorf experience
  3. Families new to CWS, without previous Waldorf experience

Is Tuition Adjustment available for Early Childhood Programs?
Your child must turn five by September 1, 2014 to be eligible for tuition adjustment.

Are both parents expected to work?
The Tuition Adjustment program seeks to assist families who have a financial need after all options for financial support have been explored.  These options include both parents working or actively seeking employment or other income generating possibilities when all children in the family are beyond kindergarten.