Summerfield Waldorf School And Farm
- Assets
- $8.8m
- Revenue
- $7.7m
- Investments
- $0.0
- Employees
- 115
- Location
- Santa Rosa, CA
- Founding
- 02/1975
- Data as of
- 07/2021
- EIN
- 94-2248359
Organization Overview
Summerfield Waldorf School And Farm is located in Santa Rosa, CA. The organization was established in 1975. 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 06/2023, Summerfield Waldorf School And Farm employed 115 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Summerfield Waldorf School And Farm 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 07/2021, Summerfield Waldorf School And Farm generated $7.7m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.7% each year. All expenses for the organization totaled $6.7m during the year ending 07/2021. 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
BASED ON A DEVELOPMENTAL UNDERSTANDING OF THE LEARNING PROCESS AND A VIEW OF THE CHILD THAT TAKES HUMAN SPIRITUALITY SERIOUSLY, SUMMERFIELD WALDORF SCHOOL OFFERS STUDENTS A COMPREHENSIVE LEARNING ENVIRONMENT DESIGNED TO CHALLENGE AND SUPPORT THEM IN STRENGTHENING THEIR COGNITIVE, EMOTIONAL AND INTENTIONAL ABILITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDE QUALITY EDUCATION FOR GRADES KINDERGARTEN THROUGH HIGH SCHOOL,AS WELL AS PROVIDING AUXILIARY EDUCATIONAL PROGRAMS TO THE STUDENTS TO STRENGTHEN THEIR OVERALL LEARNING EXPERIENCE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bahr Skeydrit Board Member | Trustee | 34 | $69,603 |
Bass Luke Board Member | Trustee | 1.5 | $0 |
Halim Khalid President | OfficerTrustee | 1.5 | $0 |
Gay Patricia Treasurer | OfficerTrustee | 1.5 | $0 |
Traver David Board Member | Trustee | 1.5 | $0 |
Schlager Catherine Board Member | Trustee | 34 | $77,430 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Nordin Excavating Ground Contractor | 7/30/17 | $247,767 |
Cary & Associates Builders Inc Builders | 7/30/17 | $311,560 |
Building Repair & Management Inc Building Maintenance Contractor | 7/30/17 | $480,830 |
Nordin Excavating Ground Contractor | 7/30/17 | $247,767 |
Building Repair & Management Inc Building Maintenance Contractor | 7/30/17 | $480,830 |
Cary & Associates Builders Inc Builders | 7/30/17 | $311,560 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,884,648 |
| Investment income | $197 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | -$64,643 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $68,198 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $4,622 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $7,740,940 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $1,340,827 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $355,400 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,310,204 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $896,121 |
| Payroll taxes | $222,208 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $1,475 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $98,920 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $375,075 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $6,674,944 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,839,412 |
| Savings and temporary cash investments | $142,614 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $52,554 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $8,916 |
| Prepaid expenses and deferred charges | $105,990 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $8,797,450 |
| Accounts payable and accrued expenses | $51,280 |
| Grants payable | $0 |
| Deferred revenue | $654,329 |
| 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 | $3,129,303 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $59,586 |
| Total liabilities | $3,894,498 |
| Net assets without donor restrictions | $4,676,770 |
| Net assets with donor restrictions | $226,182 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $4,902,952 |