Form 990 for tax year 2024
Filed by SUMMERFIELD WALDORF SCHOOL AND FARM.
Totals
- Total revenue
- $7,438,525
- Total expenses
- $8,413,296
- Contributions and grants received
- $204,628
- Grants paid
- $1,143,959
- Program service revenue
- $6,989,005
- Investment income
- $207,739
- Other revenue
- $37,153
- Total assets, end of year
- $10,408,054
- Total liabilities, end of year
- $3,588,867
- Net assets or fund balances, end of year
- $6,819,187
- Program services expenses (Part IX)
- $6,198,425
- Management and general expenses
- $2,028,521
- Fundraising expenses
- $186,350
- Program service expenses (Part III)
- $6,198,425
Program services were 73.7% 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
$204,628
-
2a · Program service revenue: TUITION
total $5,735,537 · related or exempt $5,735,537
-
2b · Program service revenue: AUXILIARY PROGRAMS
total $835,523 · related or exempt $835,523
-
2c · Program service revenue: FEES
total $398,793 · related or exempt $398,793
-
2d · Program service revenue: OTHER INCOME
total $19,152 · related or exempt $19,152
-
3 · Investment income
total $207,739 · related or exempt $207,739
-
6a · Gross rents
real property $30,000
-
6b · Less rental expenses
real property $58,080
-
6c · Rental income or loss
real property -$28,080
-
6d · Net rental income or loss
total -$28,080 · unrelated business -$28,080
-
8a · Fundraising events: gross income
$151,400
-
8b · Fundraising events: direct expenses
$87,177
-
8c · Net income from fundraising events
total $64,223 · excluded $64,223
-
10a · Gross sales of inventory
$5,957
-
10b · Cost of goods sold
$4,947
-
10c · Net income from sales of inventory
total $1,010 · related or exempt $1,010
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $1,143,959 · program services $1,143,959
-
5 · Compensation of officers, directors and key employees
total $392,788 · program services $289,746 · management and general $91,258 · fundraising $11,784
-
7 · Other salaries and wages
total $3,626,911 · program services $2,675,447 · management and general $842,651 · fundraising $108,813
-
9 · Other employee benefits
total $1,269,423 · program services $1,005,498 · management and general $231,181 · fundraising $32,744
-
10 · Payroll taxes
total $302,908 · program services $257,724 · management and general $35,610 · fundraising $9,574
-
12 · Advertising and promotion
total $67,127 · management and general $67,127
-
13 · Office expenses
total $3,592 · management and general $3,592
-
20 · Interest
total $65,712 · management and general $65,712
-
22 · Depreciation, depletion and amortization
total $386,147 · program services $374,563 · management and general $7,723 · fundraising $3,861
-
24a · Other expenses: ADMINISTRATIVE EXPENS
total $465,093 · program services $242 · management and general $464,364 · fundraising $487
-
24b · Other expenses: MAINTENANCE AND FACILIT
total $214,744 · program services $584 · management and general $214,160
-
24c · Other expenses: AUXILIARY PROGRAMS EXPE
total $204,870 · program services $204,870
-
24d · Other expenses: CLASS SUPPLIES
total $163,751 · program services $163,751
-
24e · All other expenses
total $106,271 · program services $82,041 · management and general $5,143 · fundraising $19,087
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $796,924 · end of year $224,227
-
2 · Savings and temporary cash investments
beginning of year $59,577 · end of year $28,551
-
4 · Accounts receivable
beginning of year $37,385 · end of year $34,960
-
8 · Inventories for sale or use
beginning of year $9,579 · end of year $9,158
-
9 · Prepaid expenses and deferred charges
beginning of year $94,993 · end of year $90,041
-
10a · Land, buildings and equipment: cost or other basis
$12,333,164
-
10b · Land, buildings and equipment: accumulated depreciation
$6,638,623
-
10c · Land, buildings and equipment, net
beginning of year $5,997,343 · end of year $5,694,541
-
12 · Investments: other securities
beginning of year $4,250,269 · end of year $4,326,576
-
15 · Other assets
beginning of year $7,416 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $290,475 · end of year $259,996
-
19 · Deferred revenue
beginning of year $630,861 · end of year $842,859
-
23 · Secured mortgages and notes payable
beginning of year $2,463,231 · end of year $2,402,590
-
25 · Other liabilities
beginning of year $74,961 · end of year $83,422
-
27 · Net assets without donor restrictions
beginning of year $7,559,994 · end of year $6,584,431
-
28 · Net assets with donor restrictions
beginning of year $233,964 · end of year $234,756
Mission and programs · 2024
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 $6,198,425 · Grants $1,143,959 · Revenue $7,197,754
As filed on the 2024 return.
Listed in Part VII
-
Bass ElenaBASS ELENA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1.5
-
EhrkarlEHRKARL
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Halim KhalidHALIM KHALID
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Hedenfeldt SareeHEDENFELDT SAREE
BOARD MEMBER
- Total calculated
- $74,683
- From this org
- $74,683
- From related orgs
- $0
- Other
- $0
- Hours/week
- 34
-
Hensley LisaHENSLEY LISA
BOARD MEMBER
- Total calculated
- $81,966
- From this org
- $81,966
- From related orgs
- $0
- Other
- $0
- Hours/week
- 34
-
Kaiser ElizabethKAISER ELIZABETH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1.5
-
PothofsaskiaPOTHOFSASKIA
BOARD MEMBER
- Total calculated
- $75,835
- From this org
- $75,835
- From related orgs
- $0
- Other
- $0
- Hours/week
- 34
-
SchmittjenniferSCHMITTJENNIFER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Stainbrook CharmaineSTAINBROOK CHARMAINE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1.5
-
Traver DavidTRAVER DAVID
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Walker TriciaWALKER TRICIA
BOARD MEMBER
- Total calculated
- $75,022
- From this org
- $75,022
- From related orgs
- $0
- Other
- $0
- Hours/week
- 34
-
Wundsum IsabelWUNDSUM ISABEL
BOARD MEMBER
- Total calculated
- $85,282
- From this org
- $85,282
- 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
- 2024
- Filed
- 26 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202600579349301500
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