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← SUMMERFIELD WALDORF SCHOOL AND FARM

Form 990 for tax year 2023

Filed by SUMMERFIELD WALDORF SCHOOL AND FARM.

Totals

Total revenue
$7,215,484
Total expenses
$8,721,990
Contributions and grants received
$371,908
Grants paid
$1,206,505
Program service revenue
$6,523,969
Investment income
$244,880
Other revenue
$74,727
Total assets, end of year
$11,253,486
Total liabilities, end of year
$3,459,528
Net assets or fund balances, end of year
$7,793,958
Program services expenses (Part IX)
$6,249,967
Management and general expenses
$2,244,543
Fundraising expenses
$227,480
Program service expenses (Part III)
$6,249,967

Program services were 71.7% 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

    $371,908

  • 2a · Program service revenue: TUITION

    total $5,574,748 · related or exempt $5,574,748

  • 2b · Program service revenue: AUXILIARY PROGRAMS

    total $571,997 · related or exempt $571,997

  • 2c · Program service revenue: FEES

    total $345,562 · related or exempt $345,562

  • 2d · Program service revenue: OTHER INCOME

    total $31,662 · related or exempt $31,662

  • 3 · Investment income

    total $244,880 · related or exempt $244,880

  • 6a · Gross rents

    real property $30,000

  • 6b · Less rental expenses

    real property $59,318

  • 6c · Rental income or loss

    real property -$29,318

  • 6d · Net rental income or loss

    total -$29,318 · unrelated business -$29,318

  • 8a · Fundraising events: gross income

    $159,574

  • 8b · Fundraising events: direct expenses

    $61,702

  • 8c · Net income from fundraising events

    total $97,872 · excluded $97,872

  • 10a · Gross sales of inventory

    $9,068

  • 10b · Cost of goods sold

    $2,895

  • 10c · Net income from sales of inventory

    total $6,173 · related or exempt $6,173

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,206,505 · program services $1,206,505

  • 5 · Compensation of officers, directors and key employees

    total $376,520 · program services $282,657 · management and general $81,763 · fundraising $12,100

  • 7 · Other salaries and wages

    total $3,809,741 · program services $2,860,003 · management and general $827,306 · fundraising $122,432

  • 9 · Other employee benefits

    total $1,090,951 · program services $783,306 · management and general $266,752 · fundraising $40,893

  • 10 · Payroll taxes

    total $300,433 · program services $261,204 · management and general $27,843 · fundraising $11,386

  • 12 · Advertising and promotion

    total $7,014 · management and general $7,014

  • 13 · Office expenses

    total $90,802 · management and general $90,802

  • 20 · Interest

    total $67,919 · management and general $67,919

  • 22 · Depreciation, depletion and amortization

    total $379,893 · program services $368,496 · management and general $7,598 · fundraising $3,799

  • 24a · Other expenses: ADMINISTRATIVE EXPENS

    total $642,714 · program services $2,205 · management and general $639,169 · fundraising $1,340

  • 24b · Other expenses: MAINTENANCE AND FACILIT

    total $218,034 · program services $2,025 · management and general $216,009

  • 24c · Other expenses: AUXILIARY PROGRAMS EXPE

    total $201,968 · program services $201,968

  • 24d · Other expenses: CLASS SUPPLIES

    total $170,304 · program services $170,304

  • 24e · All other expenses

    total $159,192 · program services $111,294 · management and general $12,368 · fundraising $35,530

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,436,166 · end of year $796,924

  • 2 · Savings and temporary cash investments

    beginning of year $226,559 · end of year $59,577

  • 4 · Accounts receivable

    beginning of year $114,355 · end of year $37,385

  • 8 · Inventories for sale or use

    beginning of year $4,951 · end of year $9,579

  • 9 · Prepaid expenses and deferred charges

    beginning of year $253,968 · end of year $94,993

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

    $12,242,524

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

    $6,245,181

  • 10c · Land, buildings and equipment, net

    beginning of year $6,210,237 · end of year $5,997,343

  • 12 · Investments: other securities

    beginning of year $3,973,331 · end of year $4,250,269

  • 15 · Other assets

    beginning of year $6,257 · end of year $7,416

  • 17 · Accounts payable and accrued expenses

    beginning of year $95,519 · end of year $290,475

  • 19 · Deferred revenue

    beginning of year $233,761 · end of year $630,861

  • 23 · Secured mortgages and notes payable

    beginning of year $2,521,785 · end of year $2,463,231

  • 25 · Other liabilities

    beginning of year $74,295 · end of year $74,961

  • 27 · Net assets without donor restrictions

    beginning of year $9,074,923 · end of year $7,559,994

  • 28 · Net assets with donor restrictions

    beginning of year $225,541 · end of year $233,964

Mission and programs · 2023

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 $6,249,967 · Grants $1,206,505 · Revenue $6,775,022

As filed on the 2023 return.

Listed in Part VII

  • Bass Elena

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Halim Khalid

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1.5

  • Traver David

    SECRETARY

    Total calculated
    $0
    Hours/week
    1.5

  • Ehrkarl

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5

  • Stainbrook Charmaine

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Dakin Skye

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Kongjune

    BOARD MEMBER

    Total calculated
    $64,923
    From this org
    $64,923
    From related orgs
    $0
    Other
    $0
    Hours/week
    34

  • Schmittjennifer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • McGarva Rachel

    BOARD MEMBER

    Total calculated
    $64,631
    From this org
    $64,631
    From related orgs
    $0
    Other
    $0
    Hours/week
    34

  • Pothofsaskia

    BOARD MEMBER

    Total calculated
    $71,875
    From this org
    $71,875
    From related orgs
    $0
    Other
    $0
    Hours/week
    34

  • Walker Tricia

    BOARD MEMBER

    Total calculated
    $72,200
    From this org
    $72,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    34

  • Wood Kalen

    BOARD MEMBER

    Total calculated
    $102,892
    From this org
    $102,892
    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
2023
Filed
12 February 2025
IRS schema version
2023v6.0
Source object
202520439349302102

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