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Sun Mountain School Foundation FY2022 filing

Tax-deductible

Santa Fe, NM501(c)(3)Since 1983Education EIN 85-0326580Revenue $2.8M in FY2022

On file with the IRSsunmountainschoolfoundation.org26 Puesta Del Sol, 87508-5944 · Santa Fe, NMTax-exempt since Jul 1985Supporting org, Type I — 509(a)(3)

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To foster the whole child-head, heart, and hands-through a waldorf-inspired curriculum. IT aims to nurture, challenge, and guide children in a, creative, and nature-connected environment.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
$239K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $261K a year · 11% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$239K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $488
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.1M
61% of total assets
Fine: liabilities are 61% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
7
of 10 voting members
Looks good: 7 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.8M
+4% vs prior year
Spent
$2.7M
To programs
73%
Net assets
$1.3M
By yearFY2020–FY2025
Revenue
$2.8M
FY2022▲ +4%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.5M
FY2021$2.7M
FY2022$2.8M
FY2023$2.9M
FY2024$1.3M
FY2025$1.5M
Expenses
$2.7M
FY2022▲ +23%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.6M
FY2021$2.2M
FY2022$2.7M
FY2023$3.0M
FY2024$1.4M
FY2025$325K
Net assets
$1.3M
FY2022▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2020$692K
FY2021$1.3M
FY2022$1.3M
FY2023$1.2M
FY2024$1.1M
FY2025$2.2M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

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

73 cents of each dollar spent went to programs.

Program services 73% · $2.0M Management & general 24% · $648K Fundraising 3% · $75K

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

13 people listed on the 990; $239K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Gerson Perez
Administrator
$70,000Pt VII · Sec A
Dalbir Sahdev
Business Manager
$55,000Pt VII · Sec A
$50,350Pt VII · Sec A
$42,606Pt VII · Sec A
$21,362Pt VII · Sec A
Adam Clark
Trustee
$0Pt VII · Sec A
Micky Leach
President
$0Pt VII · Sec A
$0Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
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.

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Provided by the organization

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1 program · $2.0M · in their own filed words · FY2021
01

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.

$2.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Amazonsmile FoundationFY2023$488
Total grants receivedfrom 1 funder$488

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.8M
Ln 12
Fees for servicesLn 2g$2.6M
Other incomeLn 4–11$186K
Gifts and grantsLn 1h$63K
Money outPt IX
$2.7M
Ln 25
Programscol B$2.0M
Managementcol C$648K
Fundraisingcol D$75K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$525K
Total assetsLn 16$3.4M
LiabilitiesLn 26$2.1M
PeoplePt VI, VII
13
listed · VII A
PaidVII A5
Voting boardVI 1a10
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$63K
Noncash giftsLn 1g$22K
Fees for servicesLn 2g$2.6M
Investment incomeLn 3$4K
Other incomeLn 4–11$186K
Gains on assetsLn 7$2K
Total revenueLn 12$2.8M
Assets in detailPt X, end of year
CashLn 1$63K
SavingsLn 2$462K
Cash and savings togetherLn 1–2$525K
InvestmentsLn 11–13$54K
Land, buildings, equipmentLn 10c$2.7M
Total assetsLn 16$3.4M
LiabilitiesLn 26$2.1M
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 517
VolunteersI 620
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$849K$525K
InvestmentsLn 11–13$63K$54K
Land, buildings, equipmentLn 10c$2.8M$2.7M
Total assetsLn 16$3.8M$3.4M
LiabilitiesLn 26$2.6M$2.1M
Net assetsLn 32$1.3M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$197K$197K
Other salaries and wagesLn 7$1.6M$1.2M$316K$63K
Other employee benefitsLn 9$70K$56K$14K
Payroll taxesLn 10$122K$93K$24K$5K
Advertising and promotionLn 12$18K$17K$711
Office expensesLn 13$28K$21K$6K$1K
Information technologyLn 14$32K$26K$6K
OccupancyLn 16$159K$127K$32K
Conferences, conventions and meetingsLn 19$19K$19K
InterestLn 20$79K$63K$16K
Depreciation, depletion and amortizationLn 22$133K$106K$27K
InsuranceLn 23$56K$45K$11K
Other expenses (24a–d)Ln 24$215K$211K$5K
Total functional expensesLn 25$2.7M$2.0M$648K$75K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
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 Viewing $2.8M$2.7M$130K$1.3M 990 PDF
FY2021 $2.7M$2.2M$544K$1.3M 990 PDF
FY2020 $2.5M$2.6M−$12K$692K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $2,836,992 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $747,113$62,959
I-9 Program service revenuePrior year $1,930,531$2,583,741
I-10 Investment incomePrior year $8,319$4,277
I-11 Other revenuePrior year $53,501$186,015
I-12 Total revenuePrior year $2,739,464$2,836,992
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,661,729$1,967,834
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $534,091$739,160
I-18 Total expensesPrior year $2,195,820$2,706,994
I-19 Revenue less expensesPrior year $543,644$129,998
Part VI · Governance 7 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,836,992 across 10 lines filed
VIII-1f All other contributions, gifts and grants$62,959
VIII-1g Noncash contributions (included above)$21,951
VIII-1h Total contributions, gifts and grants$62,959
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,583,741$2,583,741
VIII-3 Investment incomeExcluded from tax $2,277$2,277
VIII-6 Net rental income or lossExcluded from tax $8,790$8,790
VIII-7 Net gain or loss on sales of assetsRelated to mission $2,000$2,000
VIII-8 Net income from fundraising eventsExcluded from tax $95,123$95,123
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $82,102$82,102
VIII-12 Total revenueRelated to mission $2,667,843 · Unrelated business $0 · Excluded from tax $106,190$2,836,992
Part IX · Statement of functional expenses $2,706,994 across 13 lines filed
IX-5 Pay of current officers, directors and key staffManagement $196,712$196,712
IX-7 Other salaries and wagesPrograms $1,199,855 · Management $315,751 · Fundraising $63,150$1,578,756
IX-9 Other employee benefitsPrograms $56,336 · Management $14,084$70,420
IX-10 Payroll taxesPrograms $92,679 · Management $24,389 · Fundraising $4,878$121,946
IX-12 Advertising and promotionPrograms $17,063 · Fundraising $711$17,774
IX-13 Office expensesPrograms $21,430 · Management $5,639 · Fundraising $1,128$28,197
IX-14 Information technologyPrograms $25,947 · Management $6,487$32,434
IX-16 OccupancyPrograms $126,994 · Management $31,749$158,743
IX-19 Conferences, conventions and meetingsPrograms $18,635$18,635
IX-20 InterestPrograms $62,988 · Management $15,747$78,735
IX-22 Depreciation, depletion and amortizationPrograms $106,298 · Management $26,574$132,872
IX-23 InsurancePrograms $45,029 · Management $11,257$56,286
IX-24 Other expenses (24a–d)Programs $210,778 · Fundraising $4,706$215,484
IX-25 Total functional expensesPrograms $1,984,032 · Management $648,389 · Fundraising $74,573$2,706,994
Part X · Balance sheet $3,408,426 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $71,096$62,540
X-2 Savings and temporary cash investmentsStart of year $778,107$461,962
X-3 Pledges and grants receivableStart of year $89,268$133,343
X-8 Inventories for sale or useStart of year $1,262$1,262
X-9 Prepaid expenses and deferred chargesStart of year $9,625$7,740
X-10c Land, buildings and equipment, netStart of year $2,797,271$2,687,731
X-11 Publicly traded securitiesStart of year $62,680$53,848
X-16 Total assetsStart of year $3,809,309$3,408,426
X-17 Accounts payable and accrued expensesStart of year $89,511$90,774
X-19 Deferred revenueStart of year $540,180$260,116
X-25 Other liabilitiesStart of year $6,778$301
X-26 Total liabilitiesStart of year $2,554,914$2,086,183
X-27 Net assets without donor restrictionsStart of year $1,105,678$1,175,037
X-28 Net assets with donor restrictionsStart of year $148,717$147,206
X-32 Total net assets or fund balancesStart of year $1,254,395$1,322,243
X-33 Total liabilities and net assetsStart of year $3,809,309$3,408,426
Part XI · Reconciliation of net assets $1,322,243 net assets at year end
XI-1 Total revenue$2,836,992
XI-2 Total expenses$2,706,994
XI-3 Revenue less expenses$129,998
XI-4 Net assets at start of year$1,254,395
XI-5 Net unrealized gains (losses) on investments−$8,832
XI-8 Prior period adjustments−$53,318
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,322,243

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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