Sunfield Education Association FY2022 filing

Tax-deductible

Port Hadlock, WA501(c)(3)EducationEIN 91-1953821Revenue $1.3M in FY2022

On file with the IRS111 Sunfield Ln, 98339-8003 · Port Hadlock, WATax-exempt since Jun 2001School — 170(b)(1)(A)(ii)

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Waldorf Education PreK - 8, Community Outreach and Education, Regenerative agriculture

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$76K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

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
4 of 5
filings with a surplus
Average surplus $57K a year · 5% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$76K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $18K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$384K
45% of total assets
Looks good: liabilities are 45% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 5 voting members
Looks good: 4 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
+55% vs prior year
Spent
$1.3M
To programs
88%
Net assets
$461K
By yearFY2020–FY2025
Revenue
$1.3M
FY2022▲ +55%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.0M
FY2021$854K
FY2022$1.3M
FY2023$1.4M
FY2025$1.5M
Expenses
$1.3M
FY2022▲ +43%
Tap a bar for its year
Expenses by fiscal year
FY2020$998K
FY2021$914K
FY2022$1.3M
FY2023$1.3M
FY2025$1.3M
Net assets
$461K
FY2022▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2020$501K
FY2021$441K
FY2022$461K
FY2023$562K
FY2025$774K

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

Form 990 (PDF) Claim
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 Jun 2001.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $1.1M Management & general 12% · $152K

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

6 people listed on the 990; $76K 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
$50,000Pt VII · Sec A
Executive Dir.
$26,247Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Faculty Rep
$0Pt VII · Sec A

Abra Derbis’s $71K as Ex Officio Mbr is at the 14th 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

NameFY2025FY2022FY2021FY2020
Abra Derbis$70,811$26,247$17,727$49,315
Beth Ann O'Dell$52,708———
Valerie Loughney—$50,000——
Koshalla Goodrich$48,608———
Valerie Loughney-Stapleton$44,941———
Janine Anderson——$41,674—
Samuel Sullivan——$37,260—
Bryan McGriff——$35,250—

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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Sunfield Education Association is an education nonprofit based in Port Hadlock, WA.

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Provided by the organization

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1 program · $1.1M · in their own filed words · FY2021
01

Education is provided for grades k-8 utilizing the waldorf curriculum. All admissions and employment are on a non-discrimination basis.

$1.1Mprogram 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 · FY2024
Total grants receivedfrom 2 funders$18K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$1.3M
Ln 12
Fees for servicesLn 2g$1.1M
Gifts and grantsLn 1h$240K
Other incomeLn 4–11$15K
Money outPt IX
$1.3M
Ln 25
Programscol B$1.1M
Managementcol C$152K
Owns and owesPt X
$461K
net assets · Ln 32
Cash and savingsLn 1–2$189K
Total assetsLn 16$846K
LiabilitiesLn 26$384K
PeoplePt VI, VII
6
listed · VII A
PaidVII A2
Voting boardVI 1a5
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$240K
Government grantsLn 1e$128K
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$19
Other incomeLn 4–11$15K
Gains on assetsLn 7$0
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$127K
SavingsLn 2$62K
Cash and savings togetherLn 1–2$189K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$620K
Other assetsLn 15$20K
Total assetsLn 16$846K
LiabilitiesLn 26$384K
Net assetsLn 32$461K
OperationsPt I, VI
EmployeesI 542
VolunteersI 692
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$238K$189K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$633K$620K
Total assetsLn 16$897K$846K
LiabilitiesLn 26$456K$384K
Net assetsLn 32$441K$461K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$159K$159K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$674K$608K$66K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$126K$107K$19K
Payroll taxesLn 10$88K$75K$13K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$1K$1K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$755$755
Advertising and promotionLn 12$602$602
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$32K$32K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$18K$18K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$23K$19K$3K
InsuranceLn 23$21K$18K$3K
Other expenses (24a–d)Ln 24$124K$107K$17K
All other expensesLn 24e$34K$23K$12K
Total functional expensesLn 25$1.3M$1.1M$152K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.5M$1.3M$197K$774K 990 PDF
FY2024 Not on file
FY2023 $1.4M$1.3M$101K$562K 990 PDF
FY2022 Viewing $1.3M$1.3M$20K$461K 990 PDF
FY2021 $854K$914K−$60K$441K 990 PDF
FY2020 $1.0M$998K$26K$501K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $1,322,165 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $125,578$240,026
I-9 Program service revenuePrior year $682,282$1,067,443
I-10 Investment incomePrior year $21$19
I-11 Other revenuePrior year $46,071$14,677
I-12 Total revenuePrior year $853,952$1,322,165
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $736,566$1,047,433
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $177,164$254,732
I-18 Total expensesPrior year $913,730$1,302,165
I-19 Revenue less expensesPrior year −$59,778$20,000
Part VI · Governance 4 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsYes
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 $1,322,165 across 10 lines filed
VIII-1e Government grants$127,720
VIII-1f All other contributions, gifts and grants$112,306
VIII-1h Total contributions, gifts and grants$240,026
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,067,443$1,067,443
VIII-3 Investment incomeExcluded from tax $19$19
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$14,677
VIII-12 Total revenueRelated to mission $1,067,443 · Excluded from tax $19$1,322,165
Part IX · Statement of functional expenses $1,302,165 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $159,414$159,414
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $607,557 · Management $66,171$673,728
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $107,321 · Management $18,939$126,260
IX-10 Payroll taxesPrograms $74,826 · Management $13,205$88,031
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $1,316$1,316
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $755$755
IX-12 Advertising and promotionManagement $602$602
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $32,185$32,185
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestManagement $17,749$17,749
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $19,390 · Management $3,271$22,661
IX-23 InsurancePrograms $18,333 · Management $3,152$21,485
IX-24 Other expenses (24a–d)Programs $107,341 · Management $16,504$123,845
IX-24e All other expensesPrograms $22,616 · Management $11,518$34,134
IX-25 Total functional expensesPrograms $1,149,738 · Management $152,427 · Fundraising $0$1,302,165
Part X · Balance sheet $845,570 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $91,760$127,389
X-2 Savings and temporary cash investmentsStart of year $146,679$61,698
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $5,365$15,736
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $632,859$620,385
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $20,362$20,362
X-16 Total assetsStart of year $897,025$845,570
X-17 Accounts payable and accrued expensesStart of year $11,255$98,890
X-24 Unsecured notes and loans payableStart of year $166,265$33,075
X-26 Total liabilitiesStart of year $455,945$384,490
X-27 Net assets without donor restrictionsStart of year $441,080$461,080
X-32 Total net assets or fund balancesStart of year $441,080$461,080
X-33 Total liabilities and net assetsStart of year $897,025$845,570
Part XI · Reconciliation of net assets $461,080 net assets at year end
XI-1 Total revenue$1,322,165
XI-2 Total expenses$1,302,165
XI-3 Revenue less expenses$20,000
XI-4 Net assets at start of year$441,080
XI-10 Net assets at end of year$461,080

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

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