BEducationEIN: 942248359· Ruling Year: 1975

Summerfield Waldorf School And Farm

Santa Rosa, California

AHealth Score
85A

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Excellent

How This Organization Compares

Compared to 4 peers in Education with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org1.28×
Peer Median20.77×
💰
$11.1M
Total Revenue
📊
$7.3M
Total Expenses
🏦
$9.3M
Net Assets
📋
$2.9M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+43.3%
Year-over-year change (2022 → 2023)
Net Margin
+34.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.28
Net assets divided by total expenses
Liabilities-to-Assets
23.9%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$11,096,28743%$7,279,0442%$12,225,82428%
2022$7,741,796$7,161,5277%$9,514,9348%
2021$7,740,9402%$6,674,94413%$8,797,4501%
2020$7,617,7137%$7,711,9632%$8,886,39418%
2019$7,107,180$7,580,5691%$7,554,9229%
2018$7,117,0803%$7,469,2067%$8,278,3953%
2017$6,927,5581%$6,949,6691%$8,577,6837%
2016$6,882,0874%$6,863,4242%$8,021,22312%
2015$7,186,6549%$6,749,5929%$7,153,9135%
2014$6,591,8606%$6,218,6832%$6,785,9684%
2013$6,210,3155%$6,118,4724%$6,555,966
2012$5,920,4747%$5,861,8736%$6,540,86315%
2011$5,556,450$5,520,371$5,668,241

Frequently Asked Questions

What does Summerfield Waldorf School And Farm do?

Summerfield Waldorf School And Farm is a education nonprofit organization based in California. It is classified under NTEE code B24Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Summerfield Waldorf School And Farm financially healthy?

Based on our 9-metric Financial Health Score model, Summerfield Waldorf School And Farm has a score of 85/100 (Grade: A). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Summerfield Waldorf School And Farm generate?

Summerfield Waldorf School And Farm reports $7.2M in annual revenue and holds $11.3M in total assets, based on IRS filings.

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