SUMMERFIELD WALDORF SCHOOL AND FARM

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Phone

7075757194

Tax Period

2024-07-01 to 2025-06-30

SUMMERFIELD WALDORF SCHOOL AND FARM, founded in 1974, is a community nonprofit in the Education sector that reported $7.4M in total revenue in fiscal year 2024. Expenses of $8.4M exceeded revenue, resulting in a 13% operating deficit.

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.

Program Service Accomplishments

Program 1

Expenses: $6,198,425 Revenue: $7,197,754

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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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $204,628

Program Service Revenue $6,989,005

Investment Income $207,739

Other Revenue $37,153

TOTAL REVENUE $7,438,525

Expense Breakdown

Grants Paid $1,143,959

Salaries & Benefits $5,592,030

Fundraising Expenses $186,350

Program Expenses $6,198,425

Other Expenses $1,677,307

TOTAL EXPENSES $8,413,296

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,438,525	$7,215,484	+0.0%
Expenses	$8,413,296	$8,721,990	0.0%
Net Income	$-974,771	$-1,506,506	-0.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

125

Volunteers

225

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$392,788

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BASS ELENA	BOARD MEMBER	1.50	Director	$0	$0	$0
EHRKARL	TREASURER	3.00	Officer Director	$0	$0	$0
HALIM KHALID	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
HEDENFELDT SAREE	BOARD MEMBER	34.00	Director	$74,683	$0	$74,683
HENSLEY LISA	BOARD MEMBER	34.00	Director	$81,966	$0	$81,966
KAISER ELIZABETH	BOARD MEMBER	1.50	Director	$0	$0	$0
POTHOFSASKIA	BOARD MEMBER	34.00	Director	$75,835	$0	$75,835
SCHMITTJENNIFER	PRESIDENT	5.00	Officer Director	$0	$0	$0
STAINBROOK CHARMAINE	BOARD MEMBER	1.50	Director	$0	$0	$0
TRAVER DAVID	SECRETARY	3.00	Officer Director	$0	$0	$0
WALKER TRICIA	BOARD MEMBER	34.00	Director	$75,022	$0	$75,022
WUNDSUM ISABEL	BOARD MEMBER	34.00	Director	$85,282	$0	$85,282

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$7,438,525	$8,413,296	$10,408,054	$-974,771
2024	$7,215,484	$8,721,990	$11,253,486	$-1,506,506
2023	$11,096,287	$7,279,044	$12,225,824	$3,817,243
2022	$7,741,796	$7,161,527	$9,514,934	$580,269
2021	$7,740,940	$6,674,944	$8,797,450	$1,065,996
2020	$7,617,713	$7,711,963	$8,886,394	$-94,250
2019	$7,107,180	$7,580,569	$7,554,922	$-473,389
2018	$7,117,080	$7,469,206	$8,278,395	$-352,126