SUMMERFIELD WALDORF SCHOOL AND FARM

EIN: 942248359 501(c)(3) Education

SANTA ROSA, CA

Total Revenue
$7,438,525
Total Expenses
$8,413,296
Total Assets
$10,408,054
Net Assets
$6,819,187
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
CA
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

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.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

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
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
12
Independent Members
12
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
4
$0
Total Directors
12
$392,788
Key Employees
0
$0
Highest Compensated
0
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
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare SUMMERFIELD WALDORF SCHOOL AND FARM with other nonprofits in California and across the country.