Nonprofit · EIN 94-3343174
SONOMA ACADEMY
Tax-exempt · SANTA ROSA, CA 95404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $25,287,072 | $30,855,984 | -$5,568,912 | $146,833,217 | $22,785,421 | $124,047,796 |
| June 30, 2024 | 990 | $32,985,904 | $26,141,123 | $6,844,781 | $149,802,121 | $24,110,255 | $125,691,866 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,928,843
- of which government grants
- $585,331
- Program service revenue
- $19,398,378
- Investment income
- $1,967,755
- Net rental income
- $37,410
- Net gain from sales of assets
- $824,751
- Net income from fundraising events
- -$51,147
- Net income from gaming
- $9,000
- Other revenue
- -$7,904
Expenses
- Grants and similar amounts paid
- $5,762,540
- Compensation of officers, directors and key employees
- $3,872,495
- Other salaries and wages
- $6,578,080
- Salaries, compensation and benefits (total)
- $12,579,382
- Professional fundraising fees
- $0
- Legal fees
- $491,693
- Accounting fees
- $92,840
- Occupancy
- $1,634,709
- Depreciation
- $4,216,509
- Program services (functional)
- $24,655,812
- Management and general (functional)
- $5,345,765
- Fundraising (functional)
- $854,407
Balance sheet and other
- Total assets, start of year
- $149,802,121
- Total assets, end of year
- $146,833,217
- Total liabilities, end of year
- $22,785,421
- Net assets, end of year
- $124,047,796
- Land, buildings and equipment
- $99,229,473
- Publicly traded securities
- $43,501,653
- Net assets without donor restrictions
- $100,304,919
- Net assets with donor restrictions
- $23,742,877
- Gross receipts
- $32,230,569
- Employees
- 169
- Volunteers
- 90
- Year formed
- 1999
- 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 | Other / benefits |
|---|---|---|---|---|
| TUCKER FOEHL | HEAD OF SCHOOL (THRU 9/1/24) Trustee or director, Officer | 60 | $626,554 | $116,664 |
| REBECCA BROWN | CHIEF OPERATING OFFICER Officer | 50 | $307,603 | $88,421 |
| KIMBERLY EBER | DIRECTOR OF EXTERNAL RELATIONS Key employee | 50 | $234,247 | $50,730 |
| LILY THOMPSON | DIR MARKETING/COMM (THRU 9/27/24) Highest-paid employee | 50 | $180,063 | $89,366 |
| KELLY CASTANEDA | DEAN GLOBAL & EXPERIENTIAL PROGRAMS Highest-paid employee | 40 | $154,451 | $80,128 |
| ROMMEL LORIA | ASSISTANT HEAD OF SCHOOL Key employee | 50 | $181,350 | $50,560 |
| CHRIS ZIEMER | ATHLETIC DIRECTOR Highest-paid employee | 60 | $150,056 | $59,751 |
| JESSICA WALTON | DIR OF STUDENT EXPERIENCE Highest-paid employee | 50 | $183,184 | $23,130 |
| ROLANDO CRISOSTOMO | DIR OF COLLEGE COUNSELING Highest-paid employee | 40 | $163,973 | $26,356 |
| MICHAEL HANAS | INTERIM HEAD OF SCHOOL Trustee or director, Officer | 60 | $164,359 | $19,783 |
| CHRISTINE HANNA | CHAIR (THRU 6/12/25) Trustee or director, Officer | 10 | $0 | $0 |
| KAREN MEYER | VICE-CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| KRISTA SCALZO | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JOHN LEE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| SARAH BELLAMY | TRUSTEE Trustee or director | 1 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA DANNECKER | TRUSTEE Trustee or director | 1 | $0 |
| NICK FOLLY | TRUSTEE Trustee or director | 1 | $0 |
| KELLY FOSTER | TRUSTEE Trustee or director | 1 | $0 |
| REBECCA FUETTE | TRUSTEE Trustee or director | 1 | $0 |
| DAN HIRSCH | TRUSTEE Trustee or director | 1 | $0 |
| DEBBIE NOVOGRAD | TRUSTEE Trustee or director | 1 | $0 |
| KERITH OVERSTREET | TRUSTEE Trustee or director | 1 | $0 |
| EMILY PRINGLE | TRUSTEE Trustee or director | 1 | $0 |
| JON RUBENSTEIN | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS SCERRI | TRUSTEE Trustee or director | 1 | $0 |
| TIM SHAW | TRUSTEE Trustee or director | 1 | $0 |
| LESLIE TAYLOR | TRUSTEE Trustee or director | 1 | $0 |
| YI YANG | TRUSTEE Trustee or director | 1 | $0 |
| STEVE VON RAESFELD | TRUSTEE (THRU 6/12/25) Trustee or director | 1 | $0 |
| BEN MILLER | TRUSTEE (THRU 6/12/25) Trustee or director | 1 | $0 |
| DAVID EISEMAN | TRUSTEE (THRU 6/12/25) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TUCKER FOEHL | HEAD OF SCHOOL Trustee or director, Officer | 60 | $502,350 | $116,027 |
| REBECCA B BROWN | CHIEF OPERATING OFFICER Officer | 50 | $293,264 | $83,268 |
| JANET DURGIN | HEAD OF SCHOOL (THRU 6/30/20) Former | 0 | $297,332 | $0 |
| KIMBERLY EBER | DIRECTOR OF EXTERNAL RELATIONS Key employee | 50 | $217,356 | $44,032 |
| LILY THOMPSON | DIRECTOR OF MARKETING/COMMUNICATIONS Highest-paid employee | 50 | $154,403 | $86,005 |
| ROMMEL LORIA | ASSISTANT HEAD OF SCHOOL Key employee | 50 | $177,440 | $46,324 |
| KELLY CASTANEDA | DIRECTOR OF EXPERIENTIAL PROGRAMS Highest-paid employee | 40 | $167,826 | $25,792 |
| PATRICIA LINE | CONTROLLER Highest-paid employee | 40 | $153,276 | $33,993 |
| ROLANDO CRISOSTOMO | DIRECTOR OF COLLEGE COUNSELING Highest-paid employee | 40 | $157,797 | $21,690 |
| HILLARY YOUNGLOVE | ART TEACHER Highest-paid employee | 40 | $147,097 | $30,998 |
| YI YANG | TRUSTEE Trustee or director | 1 | $0 | $53,300 |
| CHRISTINE HANNA | CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| KAREN MEYER | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| KRISTA SCALZO | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JOHN LEE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ROSS DOWD | TRUSTEE (THRU 9/30/23) Trustee or director | 1 | $0 | $0 |
| DAVID EISEMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICK FOLLY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| REBECCA FUETTE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOEL GOTT | TRUSTEE (THRU 12/31/23) Trustee or director | 1 | $0 | $0 |
| DAN HIRSCH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BEN MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DEBBIE NOVOGRAD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KERITH OVERSTREET | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EMILY PRINGLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEVE VON RAESFELD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TIM SHAW | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2500 FARMERS LN, SANTA ROSA, CA 95404-7013
- In care of
- % DANIEL CROWELL
- Principal officer (990 for 2024)
- MICHAEL HANAS, 2500 FARMERS LANE, SANTA ROSA, CA 95404
- Signed the 990
- JULIET CLOTHIER, CHIEF FINANCIAL & OPS. OFFICER
- Phone
- (707) 545-1770
- Return prepared by
- HOOD & STRONG LLP
Mission
SONOMA ACADEMY CALLS ITS STUDENTS TO BE CREATIVE, ETHICAL AND COMMITTED TO LEARNING. THE SCHOOL NURTURES INSPIRING TEACHERS AND STUDENTS AS THEY PREPARE TO BECOME LEADERS IN A DYNAMIC WORLD.
Program accomplishments
- OPERATE A COED DAY SCHOOL EDUCATIONAL PROGRAM FOR APPROXIMATELY 325 STUDENTS IN GRADES 9-12.Expenses $24,655,812 · grants $5,762,540 · revenue $19,398,378
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
- 94-3343174
- 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
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $146,833,217
- Income (IRS master file)
- $32,230,569
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $27,569,123 | $24,761,561 | $141,831,731 | IRS |
| 990 | June 2022 | $19,257,455 | $23,749,381 | $118,089,263 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about SONOMA ACADEMY
- What is the EIN of SONOMA ACADEMY?
- The employer identification number (EIN) of SONOMA ACADEMY is 94-3343174.
- Is SONOMA ACADEMY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to SONOMA ACADEMY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SONOMA ACADEMY 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 SONOMA ACADEMY 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 SONOMA ACADEMY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SONOMA ACADEMY?
- The 990 for the year ended June 30, 2025 names MICHAEL HANAS.
- Who are the officers and directors of SONOMA ACADEMY?
- The 990 for the year ended June 30, 2025 lists 31 people; 10 received compensation from the organization, the highest $626,554 (TUCKER FOEHL, HEAD OF SCHOOL (THRU 9/1/24)).
- How much revenue does SONOMA ACADEMY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $25,287,072, expenses of $30,855,984 and total assets of $146,833,217 at year end.
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- SONOMA COUNTRY DAY SCHOOL EIN 94-2910715 · last filed 990 for 2025
- SUMMERFIELD WALDORF SCHOOL AND FARM EIN 94-2248359 · last filed 990 for 2025
- FOSTERING EARLY LEARNING INSTITUTE EIN 68-0422263 · last filed 990 for 2023
- THE CLIMATE CENTER EIN 45-0485495 · last filed 990 for 2025
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