Santa Fe Waldorf School
- Assets
- $3.8m
- Revenue
- $2.7m
- Investments
- $0.0
- Employees
- 46
- Location
- Santa Fe, NM
- Founding
- 07/1985
- Data as of
- 06/2021
- EIN
- 85-0326580
Organization Overview
Santa Fe Waldorf School is located in Santa Fe, NM. The organization was established in 1985. According to its NTEE Classification (B24) the organization is classified as: Primary & Elementary Schools, under the broad grouping of Education and related organizations. As of 06/2021, Santa Fe Waldorf School employed 46 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Santa Fe Waldorf School is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Santa Fe Waldorf School generated $2.7m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 2.1% each year. All expenses for the organization totaled $2.2m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SANTA FE WALDORF SCHOOL IS AN INDEPENDENT, COEDUCATIONAL SCHOOL, PRESCHOOL THROUGH HIGH SCHOOL, BASED ON THE PEDAGOGY OF RUDOLF STEINER.
Describe the Organization's Program Activity:
Part 3 - Line 4a
BASED ON THE PEDAGOGICAL PRINCIPLES OF RUDOLF STEINER, THE MISSION OF THE SANTA FE WALDORF SCHOOL IS TO CULTIVATE THE INTELLECTUAL, SOCIAL, EMOTIONAL, PHYSICAL, AND SPIRITUAL CAPACITIES OF THE DEVELOPING INDIVIDUAL THROUGH AN AGE-APPROPRIATE EARLY CHILDHOOD THROUGH TWELFTH GRADE CURRICULUM.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Gerson Perez Administrator | Officer | 40 | $66,524 |
Danelle Aragon Trustee | Trustee | 40 | $49,226 |
Janine Pearson Secretary | OfficerTrustee | 40 | $44,641 |
Thomas Keppel Business Manager | Officer | 40 | $34,817 |
Barnes Lathrop Trustee | Trustee | 10 | $18,606 |
Andy Smith President | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $617,688 |
| All other contributions, gifts, grants, and similar amounts not included above | $129,425 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $747,113 |
| Total Program Service Revenue | $1,930,531 |
| Investment income | $4,319 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $200 |
| Net Gain/Loss on Asset Sales | $4,000 |
| Net Income from Fundraising Events | $42,934 |
| Net Income from Gaming Activities | $8,196 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,739,464 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $127,830 |
| Compensation of current officers, directors, key employees. | $127,830 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,364,299 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $52,177 |
| Payroll taxes | $117,423 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $8,091 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $19,035 |
| Office expenses | $37,431 |
| Information technology | $21,367 |
| Royalties | $0 |
| Occupancy | $84,731 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $11,000 |
| Interest | $86,442 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $124,872 |
| Insurance | $40,092 |
| All other expenses | $33,393 |
| Total functional expenses | $2,195,820 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $71,096 |
| Savings and temporary cash investments | $778,107 |
| Pledges and grants receivable | $89,268 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $1,262 |
| Prepaid expenses and deferred charges | $9,625 |
| Net Land, buildings, and equipment | $2,797,271 |
| Investments—publicly traded securities | $62,680 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $3,809,309 |
| Accounts payable and accrued expenses | $89,511 |
| Grants payable | $0 |
| Deferred revenue | $540,180 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $1,918,445 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $6,778 |
| Total liabilities | $2,554,914 |
| Net assets without donor restrictions | $1,105,678 |
| Net assets with donor restrictions | $148,717 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,809,309 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Santa Fe Waldorf School has recieved totaling $4,202.
| Awarding Organization | Amount |
|---|---|
Ward J And Joy A Timken Foundation Canton, OH PURPOSE: GRANT 2021-2022 | $2,500 |
Timken Family Charitable Trust Canton, OH PURPOSE: UNRESTRICTED GRANT 2021 - 2022 | $1,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $702 |
Endowment Analysis
| Beg. Balance | $49,705 |
| Earnings | $12,974 |
| Ending Balance | $62,679 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
American Heritage Schools Inc American Fork, UT | $76,345,416 | $17,728,637 |
Varnett Schools Inc Houston, TX | $25,630,579 | $16,355,176 |
The Emery-Weiner Center For Jewish Education Houston, TX | $36,882,077 | $18,976,630 |
Vail Mountain School Vail, CO | $56,713,678 | $17,984,280 |
Harvest Power Community Development Group Inc Yuma, AZ | $16,728,343 | $18,038,703 |
Sandia School Albuquerque, NM | $27,571,490 | $14,904,182 |
Fort Bend Christian Academy Sugar Land, TX | $31,881,778 | $16,006,683 |
The Lamplighter School Dallas, TX | $61,812,607 | $20,667,782 |
St Annes Episcopal School Inc Denver, CO | $46,260,720 | $15,462,450 |
Highline Academy Incorporation Denver, CO | $14,864,642 | $15,484,851 |
Ser Ninos Inc Houston, TX | $64,261,169 | $15,924,628 |
Legacy Traditional School-Phoenix Chandler, AZ | $39,660,573 | $11,666,395 |