Nonprofit · EIN 94-2248359
SUMMERFIELD WALDORF SCHOOL AND FARM
Tax-exempt · SANTA ROSA, CA 95401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,438,525 | $8,413,296 | -$974,771 | $10,408,054 | $3,588,867 | $6,819,187 |
| June 30, 2024 | 990 | $7,215,484 | $8,721,990 | -$1,506,506 | $11,253,486 | $3,459,528 | $7,793,958 |
| June 30, 2023 | 990 | $11,096,287 | $7,279,044 | $3,817,243 | $12,225,824 | $2,925,360 | $9,300,464 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $204,628
- Program service revenue
- $6,989,005
- Investment income
- $207,739
- Net rental income
- -$28,080
- Net income from fundraising events
- $64,223
- Net income from sales of inventory
- $1,010
- Other revenue
- $37,153
Expenses
- Grants and similar amounts paid
- $1,143,959
- Compensation of officers, directors and key employees
- $392,788
- Other salaries and wages
- $3,626,911
- Salaries, compensation and benefits (total)
- $5,592,030
- Professional fundraising fees
- $0
- Depreciation
- $386,147
- Program services (functional)
- $6,198,425
- Management and general (functional)
- $2,028,521
- Fundraising (functional)
- $186,350
Balance sheet and other
- Total assets, start of year
- $11,253,486
- Total assets, end of year
- $10,408,054
- Total liabilities, end of year
- $3,588,867
- Net assets, end of year
- $6,819,187
- Land, buildings and equipment
- $5,694,541
- Net assets without donor restrictions
- $6,584,431
- Net assets with donor restrictions
- $234,756
- Gross unrelated business income
- -$28,080
- Gross receipts
- $7,588,729
- Employees
- 125
- Volunteers
- 225
- Year formed
- 1974
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WUNDSUM ISABEL | BOARD MEMBER Trustee or director | 34 | $85,282 |
| HENSLEY LISA | BOARD MEMBER Trustee or director | 34 | $81,966 |
| POTHOFSASKIA | BOARD MEMBER Trustee or director | 34 | $75,835 |
| WALKER TRICIA | BOARD MEMBER Trustee or director | 34 | $75,022 |
| HEDENFELDT SAREE | BOARD MEMBER Trustee or director | 34 | $74,683 |
| BASS ELENA | BOARD MEMBER Trustee or director | 1.5 | $0 |
| EHRKARL | TREASURER Trustee or director, Officer | 3 | $0 |
| HALIM KHALID | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| KAISER ELIZABETH | BOARD MEMBER Trustee or director | 1.5 | $0 |
| SCHMITTJENNIFER | PRESIDENT Trustee or director, Officer | 5 | $0 |
| STAINBROOK CHARMAINE | BOARD MEMBER Trustee or director | 1.5 | $0 |
| TRAVER DAVID | SECRETARY Trustee or director, Officer | 3 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WOOD KALEN | BOARD MEMBER Trustee or director | 34 | $102,892 |
| WALKER TRICIA | BOARD MEMBER Trustee or director | 34 | $72,200 |
| POTHOFSASKIA | BOARD MEMBER Trustee or director | 34 | $71,875 |
| KONGJUNE | BOARD MEMBER Trustee or director | 34 | $64,923 |
| MCGARVA RACHEL | BOARD MEMBER Trustee or director | 34 | $64,631 |
| BASS ELENA | BOARD MEMBER Trustee or director | 1.5 | $0 |
| HALIM KHALID | PRESIDENT Trustee or director, Officer | 1.5 | $0 |
| TRAVER DAVID | SECRETARY Trustee or director, Officer | 1.5 | $0 |
| EHRKARL | TREASURER Trustee or director, Officer | 1.5 | $0 |
| STAINBROOK CHARMAINE | BOARD MEMBER Trustee or director | 1.5 | $0 |
| DAKIN SKYE | BOARD MEMBER Trustee or director | 1.5 | $0 |
| SCHMITTJENNIFER | BOARD MEMBER Trustee or director | 1.5 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCHLAGER CATHERINE | BOARD MEMBER Trustee or director | 34 | $77,430 |
| WUNDSAM ISABEL | BOARD MEMBER Trustee or director | 34 | $73,348 |
| BAHR SKEYDRIT | BOARD MEMBER Trustee or director | 34 | $69,603 |
| POTHOFSASKIA | BOARD MEMBER Trustee or director | 34 | $63,848 |
| MARGARVA RACHEL | BOARD MEMBER Trustee or director | 34 | $63,848 |
| BASS LUKE | BOARD MEMBER Trustee or director | 1.5 | $0 |
| HALIM KHALID | PRESIDENT Trustee or director, Officer | 1.5 | $0 |
| GAY PATRICIA | TREASURER Trustee or director, Officer | 1.5 | $0 |
| TRAVER DAVID | BOARD MEMBER Trustee or director | 1.5 | $0 |
| STAINBROOK CHARMAINE | BOARD MEMBER Trustee or director | 1.5 | $0 |
| DAKIN SKYE | BOARD MEMBER Trustee or director | 1.5 | $0 |
| YOXALL CYNDI | SECRETARY Trustee or director | 1.5 | $0 |
| SCHMITTJENNIFER | BOARD MEMBER Trustee or director | 1.5 | $0 |
Address and contacts
- Address (IRS master file)
- 655 WILLOWSIDE RD, SANTA ROSA, CA 95401-5527
- Signed the 990
- JENNIFER SCHMITT, BOARD PRESIDENT
- Phone
- (707) 575-7194
- Website
- WWW.SUMMERFIELDWS.ORG
- Return prepared by
- LANTAN AND ASSOCIATES AN ACCOUNTANCY CO
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2248359 or by the name SUMMERFIELD WALDORF SCHOOL AND FARM.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-2248359
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1975
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24Z)
- Assets (IRS master file)
- $10,408,054
- Income (IRS master file)
- $7,588,729
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,438,525 | $8,413,296 | $10,408,054 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $7,215,484 | $8,721,990 | $11,253,486 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $11,096,287 | $7,279,044 | $12,225,824 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | July 2022 | $7,741,796 | $7,161,527 | $9,514,934 | IRS |
| 990-T | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990-T | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-2248359).
Questions about SUMMERFIELD WALDORF SCHOOL AND FARM
- What is the EIN of SUMMERFIELD WALDORF SCHOOL AND FARM?
- The employer identification number (EIN) of SUMMERFIELD WALDORF SCHOOL AND FARM is 94-2248359.
- Is SUMMERFIELD WALDORF SCHOOL AND FARM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to SUMMERFIELD WALDORF SCHOOL AND FARM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUMMERFIELD WALDORF SCHOOL AND FARM file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SUMMERFIELD WALDORF SCHOOL AND FARM due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUMMERFIELD WALDORF SCHOOL AND FARM last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of SUMMERFIELD WALDORF SCHOOL AND FARM?
- The 990 for the year ended June 30, 2025 lists 12 people; 5 received compensation from the organization, the highest $85,282 (WUNDSUM ISABEL, BOARD MEMBER).
- How much revenue does SUMMERFIELD WALDORF SCHOOL AND FARM have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,438,525, expenses of $8,413,296 and total assets of $10,408,054 at year end.
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