Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1985.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
76 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
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Who runs it and what they're paid
11 people listed on the 990; $197K paid to officers and key staff.
Zoe Wilcox’s $45K as Trustee is at the 6th percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Gerson Perez | — | — | $52,500 | $70,000 | $66,524 | $65,000 |
| Thomas Keppel | — | — | — | — | $34,817 | $62,830 |
| Dalbir Sahdev | — | — | $37,333 | $55,000 | — | — |
| Danelle Aragon | — | — | — | $50,350 | $49,226 | $47,350 |
| Zoe Wilcox | $44,868 | $28,529 | — | — | — | — |
| Janine Pearson | — | — | — | $42,606 | $44,641 | — |
| Jessica Wireman | $38,180 | $44,546 | $20,000 | — | — | — |
| Tom Kaczmarek | — | $25,010 | $28,062 | — | — | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Programs and updates
Educates children preschool through high school using Rudolf Steiner's teaching methods.
Questions for Sun Mountain School Foundation
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Based on the pedagogical principles of rudolf steiner, the mission of the santa fe waldorf school is to cultivate the intellectual, social, emotional, physical, and spiritual capacities of the developing individual through an age-appropriate early childhood through twelfth grade curriculum.
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2020 990, line by line.
Download 990
| Line | Start FY20 | End FY20 |
|---|---|---|
| Cash and savingsLn 1–2 | $173K | $168K |
| InvestmentsLn 11–13 | $47K | $50K |
| Land, buildings, equipmentLn 10c | $2.9M | $2.9M |
| Total assetsLn 16 | $3.5M | $3.2M |
| LiabilitiesLn 26 | $2.8M | $2.5M |
| Net assetsLn 32 | $702K | $692K |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Pay of current officers, directors and key staffLn 5 | $128K | $128K | ||
| Other salaries and wagesLn 7 | $1.5M | $1.1M | $304K | $34K |
| Other employee benefitsLn 9 | $68K | $58K | $10K | |
| Payroll taxesLn 10 | $132K | $112K | $17K | $3K |
| Management feesLn 11a | $5K | $5K | ||
| Legal feesLn 11b | $267 | $267 | ||
| Accounting feesLn 11c | $13K | $13K | ||
| Advertising and promotionLn 12 | $23K | $19K | $3K | |
| Office expensesLn 13 | $24K | $13K | $11K | $119 |
| Information technologyLn 14 | $37K | $32K | $6K | |
| OccupancyLn 16 | $147K | $125K | $22K | |
| Conferences, conventions and meetingsLn 19 | $18K | $18K | ||
| InterestLn 20 | $101K | $86K | $15K | |
| Depreciation, depletion and amortizationLn 22 | $127K | $108K | $19K | |
| InsuranceLn 23 | $45K | $34K | $11K | |
| Other expenses (24a–d)Ln 24 | $230K | $230K | ||
| Total functional expensesLn 25 | $2.6M | $2.0M | $560K | $41K |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2025 Latest | $1.5M | $325K | $1.1M | $2.2M | 990 PDF |
| FY2024 | $1.3M | $1.4M | −$117K | $1.1M | 990 PDF |
| FY2023 | $2.9M | $3.0M | −$108K | $1.2M | 990 PDF |
| FY2022 | $2.8M | $2.7M | $130K | $1.3M | 990 PDF |
| FY2021 | $2.7M | $2.2M | $544K | $1.3M | 990 PDF |
| FY2020 Viewing | $2.5M | $2.6M | −$12K | $692K | 990 PDF |
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Schedules filed Part IV
See the full FY2020 990 (6 parts)
Part I · Summary $2,540,012 revenue, 12 lines filed
Part VI · Governance 7 of 9 board members independent, no flags
Part VIII · Statement of revenue $2,540,012 across 10 lines filed
Part IX · Statement of functional expenses $2,552,035 across 16 lines filed
Part X · Balance sheet $3,192,731 assets, 18 lines filed
Part XI · Reconciliation of net assets $691,733 net assets at year end
Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File
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