Summerfield Waldorf School and Farm

Analysis

Summerfield Waldorf School and Farm is a registered charity in United States, based in Santa Rosa, CA. It received its IRS tax-exemption ruling in February 1975, 51 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a school under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Summerfield Waldorf School and Farm reported income of $11.1m and spending of $7.3m, leaving 34% of income unspent that year. Across the 5 years on record, from July 2019 to June 2023, income grew from $7.1m to $11.1m (+56%), an average of +12% a year. The sharpest change came in the year to June 2023, when income rose by 43%. Over the whole period it spent 88% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Summerfield Waldorf School and Farm sits at the 94th percentile: it is larger than about 94% of them. Against every charity in United States with reported income it ranks in the 95th percentile, and in the 96th percentile within CA. Charities of a similar size with the same main cause include Rev1 Ventures ($11.1m), Miami Arts Inc ($11.1m) and Oklahoma Connections Academy Inc ($11.1m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 39% and program service revenue 59% of the total. Compensation of current officers, directors and key employees was $348k (4.8% of expenses). Other salaries and wages came to $3.0m. At year end it held assets of $12.2m against liabilities of $2.9m, net assets of $9.3m. It reported 115 employees.