Charity Search / SUMMERFIELD WALDORF SCHOOL AND FARM
Education (B24Z) IRS Verified DX Registered 990 on File

SUMMERFIELD WALDORF SCHOOL AND FARM

EIN: 94-2248359 · SANTA ROSA, CA 95401-5527 · United States · FY 2025 Data
3 out of 5 55 / 100 Based on 2+ years of filings
Financial strength (30%) 78/100
Reliability (20%) 55/100
Effectiveness (25%) 83/100
Impact (25%) No data yet
Financial data: FY 2025 · Scored 9/13/2026
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SUMMERFIELD WALDORF SCHOOL AND FARM logo
CharityAI™ Score
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Mission Statement

Mission Statement 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. We strive to support the growth of social awareness and active tolerance, and to give students the experiential background they need to meet new challenges in a creative and responsible manner. School-wide Learning Goals Each student who graduates from Summerfield will have: • a clear sense of his/her strengths and weaknesses, gifts and challenges, and will have developed the tools to work with them. • a solid understanding of the methods of, and contemporary issues in, the areas of science, mathematics, history, language and the social sciences. In addition, s/he will have attained basic proficiency in a foreign language. • explored various fields of artistic expression and gained a high level of proficiency in at least one of these. • gained a sense of contemporary social issues as well as a basic understanding of how they have come into being. Ideally, the two together have come to life enough within the student's soul so that s/he has a sense of social responsibility and the tools to live accordingly. • had the opportunity to explore, in depth, those questions which lie at the foundation of human experience - life, death, friendship, spirituality, and vocation. • acquired life skills in interpersonal communication and conflict management, decision-making, parenting, time management, the art of entertainment, and the ability to play. • gained the ability to form judgments independently. This means that s/he will not only have learned what to think but, more importantly, will have acquired the skills of thinking and can apply these to enhance her/his understanding. This thinking should be as richly textured and as individually colored as possible. Each student will have the feeling that s/he is now able to take on the task of self-education.

Financial Overview — FY 2025
$7.4M
Total Revenue
$8.4M
Total Expenses
$6.8M
Net Assets
125
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 73.7%
Fundraising Efficiency 123.1%
Operating Reserve 9.73x
Liability-to-Asset 34.5%
Revenue Diversification 94.0%
Executive Compensation $393K
Compared with Peers
FY 2025
Compared with 5,421 similar organizations (United States, Education, $1M–$10M in expenses), FY 2025.
This organization Middle half of peers (P25–P75) Peer median
Ratio This org Peer median Position (P10 → P90)
Program expense ratio
Program expenses / total expenses · higher is better
73.7% 84.2%
P10P90
Bottom quarter
Admin expense ratio
Management and general / total expenses · lower is better
24.1% 12.9%
P10P90
Bottom quarter
Fundraising expense ratio
Fundraising expenses / total expenses · lower is better
2.2% 0.0%
P10P90
Below median
Fundraising efficiency
Fundraising expenses / gross fundraising income · lower is better
123.1% 60.7%
P10P90
Below median
Operating reserve
Months of expenses covered by net assets · higher is better
9.7 mo 9.0 mo
P10P90
Above median
Liabilities to assets
Total liabilities / total assets · lower is better
34.5% 21.7%
P10P90
Below median
Revenue concentration
Share of revenue from the largest source · lower is better
94.0% 89.4%
P10P90
Below median
Revenue growth
Year over year revenue growth
3.1% 5.0%
P10P90
Expense growth
Year over year expense growth
-3.5% 6.1%
P10P90
Surplus margin
Surplus as a share of revenue
-13.1% 3.0%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2025 $7.4M $8.4M $6.8M 73.7% 125
2024 $7.2M $8.7M $7.8M 71.7% 124
2023 $11.1M $7.3M $9.3M 67.3% 115
2022 $7.7M $7.2M $5.5M 72.9% 89
2021 $9.6M $6.7M N/A — 110
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Organization Details
EIN
94-2248359
State
CA
City
SANTA ROSA
ZIP
95401-5527
Classification
B24Z
Category
Education
Rating
3★
Coverage
A
Last Updated
Aug 2026
IRS Ruling Year
1974
Foundation Code
11
Form 990
On File
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