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← SUMMERFIELD WALDORF SCHOOL AND FARM

Form 990 for tax year 2022

Filed by SUMMERFIELD WALDORF SCHOOL AND FARM.

Totals

Total revenue
$11,096,287
Total expenses
$7,279,044
Contributions and grants received
$4,366,313
Grants paid
$1,223,767
Program service revenue
$6,559,127
Investment income
$107,597
Other revenue
$63,250
Total assets, end of year
$12,225,824
Total liabilities, end of year
$2,925,360
Net assets or fund balances, end of year
$9,300,464
Program services expenses (Part IX)
$4,898,942
Management and general expenses
$2,086,223
Fundraising expenses
$293,879
Program service expenses (Part III)
$4,898,942

Program services were 67.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $4,366,313

  • 2a · Program service revenue: TUITION

    total $5,475,894 · related or exempt $5,475,894

  • 2b · Program service revenue: AUXILIARY PROGRAMS

    total $633,958 · related or exempt $633,958

  • 2c · Program service revenue: FEES

    total $351,528 · related or exempt $351,528

  • 2d · Program service revenue: OTHER PROGRAMS INCOME

    total $81,525 · related or exempt $81,525

  • 2e · Program service revenue: OTHER INCOME

    total $16,222 · related or exempt $16,222

  • 3 · Investment income

    total $107,597 · related or exempt $107,597

  • 6a · Gross rents

    real property $27,500

  • 6b · Less rental expenses

    real property $57,065

  • 6c · Rental income or loss

    real property -$29,565

  • 6d · Net rental income or loss

    total -$29,565 · unrelated business -$29,565

  • 8a · Fundraising events: gross income

    $153,256

  • 8b · Fundraising events: direct expenses

    $60,150

  • 8c · Net income from fundraising events

    total $93,106 · excluded $93,106

  • 10a · Gross sales of inventory

    $7,118

  • 10b · Cost of goods sold

    $7,409

  • 10c · Net income from sales of inventory

    total -$291 · related or exempt -$291

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,223,767 · program services $1,223,767

  • 5 · Compensation of officers, directors and key employees

    total $348,078 · program services $233,098 · management and general $102,052 · fundraising $12,928

  • 7 · Other salaries and wages

    total $2,986,133 · program services $1,999,726 · management and general $875,499 · fundraising $110,908

  • 9 · Other employee benefits

    total $919,150 · program services $527,820 · management and general $294,340 · fundraising $96,990

  • 10 · Payroll taxes

    total $257,197 · program services $177,569 · management and general $70,852 · fundraising $8,776

  • 12 · Advertising and promotion

    total $40,634 · management and general $40,634

  • 13 · Office expenses

    total $9,654 · management and general $9,654

  • 20 · Interest

    total $64,622 · management and general $64,622

  • 22 · Depreciation, depletion and amortization

    total $355,390 · program services $344,728 · management and general $7,108 · fundraising $3,554

  • 24a · Other expenses: ADMINISTRATIVE EXPENS

    total $408,255 · program services $2,693 · management and general $404,569 · fundraising $993

  • 24b · Other expenses: MAINTENANCE AND FACILIT

    total $201,102 · program services $7,381 · management and general $192,034 · fundraising $1,687

  • 24c · Other expenses: AUXILIARY PROGRAMS EXPE

    total $155,545 · program services $155,545

  • 24d · Other expenses: CLASS SUPPLIES

    total $142,015 · program services $142,015

  • 24e · All other expenses

    total $167,502 · program services $84,600 · management and general $24,859 · fundraising $58,043

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,384,464 · end of year $5,409,497

  • 2 · Savings and temporary cash investments

    beginning of year $144,936 · end of year $226,559

  • 4 · Accounts receivable

    beginning of year $1,419,726 · end of year $114,355

  • 8 · Inventories for sale or use

    beginning of year $6,079 · end of year $4,951

  • 9 · Prepaid expenses and deferred charges

    beginning of year $168,881 · end of year $253,968

  • 10a · Land, buildings and equipment: cost or other basis

    $12,067,785

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,857,548

  • 10c · Land, buildings and equipment, net

    beginning of year $6,390,848 · end of year $6,210,237

  • 15 · Other assets

    beginning of year $0 · end of year $6,257

  • 17 · Accounts payable and accrued expenses

    beginning of year $339,066 · end of year $95,519

  • 19 · Deferred revenue

    beginning of year $552,094 · end of year $233,761

  • 23 · Secured mortgages and notes payable

    beginning of year $3,071,872 · end of year $2,521,785

  • 25 · Other liabilities

    beginning of year $68,681 · end of year $74,295

  • 27 · Net assets without donor restrictions

    beginning of year $5,260,198 · end of year $9,074,923

  • 28 · Net assets with donor restrictions

    beginning of year $223,023 · end of year $225,541

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

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.

  • 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.

    Expenses $4,898,942 · Grants $1,223,767 · Revenue $6,666,433

As filed on the 2022 return.

Listed in Part VII

  • Bahr Skeydrit

    BOARD MEMBER

    Total calculated
    $69,603
    From this org
    $69,603
    From related orgs
    $0
    Other
    $0
    Hours/week
    34

  • Bass Luke

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Halim Khalid

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1.5

  • Gay Patricia

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5

  • Traver David

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Schlager Catherine

    BOARD MEMBER

    Total calculated
    $77,430
    From this org
    $77,430
    From related orgs
    $0
    Other
    $0
    Hours/week
    34

  • Stainbrook Charmaine

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Dakin Skye

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Yoxall Cyndi

    SECRETARY

    Total calculated
    $0
    Hours/week
    1.5

  • Schmittjennifer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Wundsam Isabel

    BOARD MEMBER

    Total calculated
    $73,348
    From this org
    $73,348
    From related orgs
    $0
    Other
    $0
    Hours/week
    34

  • Pothofsaskia

    BOARD MEMBER

    Total calculated
    $63,848
    From this org
    $63,848
    From related orgs
    $0
    Other
    $0
    Hours/week
    34

  • Margarva Rachel

    BOARD MEMBER

    Total calculated
    $63,848
    From this org
    $63,848
    From related orgs
    $0
    Other
    $0
    Hours/week
    34

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
26 January 2024
IRS schema version
2022v5.0
Source object
202420269349301327

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