Civic Intelligence

Sunfield Education Association

990 • Fiscal year 2018 • EIN 91-1953821

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

PO Box 85Port Hadlock, WA 98339

(360) 385-3658

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.51x

Higher debt load relative to assets than 85% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

0.52x

Higher debt load relative to revenue than 85% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

63rd percentile

$44,887

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$791,667

Up $105,040 (+15%) from 2017

Net Assets

Up

$391,479

Up $102,106 (+35%) from 2017

Liabilities

Up

$400,188

Up $2,934 (+0.7%) from 2017

Revenue

Up

$764,864

Up $128,103 (+20%) from 2017

Expenses

Up

$662,758

Up $29,989 (+4.7%) from 2017

Net Income

Up

$102,106

Up $98,114 (+2458%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2010: $856,159Liabilities 2010: $550,417Net Assets 2010: $305,7422010Assets 2011: $857,775Liabilities 2011: $581,807Net Assets 2011: $275,9682011Assets 2012: $836,729Liabilities 2012: $506,197Net Assets 2012: $330,5322012Assets 2013: $807,478Liabilities 2013: $504,726Net Assets 2013: $302,7522013Assets 2014: $828,303Liabilities 2014: $507,140Net Assets 2014: $321,1632014Assets 2015: $779,202Liabilities 2015: $464,856Net Assets 2015: $314,3462015Assets 2016: $726,176Liabilities 2016: $440,795Net Assets 2016: $285,3812016Assets 2017: $686,627Liabilities 2017: $397,254Net Assets 2017: $289,3732017Assets 2018: $791,667Liabilities 2018: $400,188Net Assets 2018: $391,4792018Assets 2019: $838,391Liabilities 2019: $363,382Net Assets 2019: $475,0092019Assets 2020: $835,415Liabilities 2020: $334,557Net Assets 2020: $500,8582020Assets 2021: $897,025Liabilities 2021: $455,945Net Assets 2021: $441,0802021Assets 2022: $845,570Liabilities 2022: $384,490Net Assets 2022: $461,0802022Assets 2023: $849,579Liabilities 2023: $287,781Net Assets 2023: $561,7982023

Highlighted filing

2018

Assets$791,667
Liabilities$400,188
Net Assets$391,479

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $474,9852010Revenue 2011: $230,604Expenses 2011: $260,378Net Income 2011: -$29,7742011Expenses 2012: $572,4842012Expenses 2013: $602,7512013Revenue 2014: $583,364Expenses 2014: $564,953Net Income 2014: $18,4112014Revenue 2015: $540,311Expenses 2015: $547,128Net Income 2015: -$6,8172015Revenue 2016: $525,803Expenses 2016: $554,768Net Income 2016: -$28,9652016Revenue 2017: $636,761Expenses 2017: $632,769Net Income 2017: $3,9922017Revenue 2018: $764,864Expenses 2018: $662,758Net Income 2018: $102,1062018Revenue 2019: $844,679Expenses 2019: $761,149Net Income 2019: $83,5302019Revenue 2020: $1,023,829Expenses 2020: $997,980Net Income 2020: $25,8492020Revenue 2021: $853,952Expenses 2021: $913,730Net Income 2021: -$59,7782021Revenue 2022: $1,322,165Expenses 2022: $1,302,165Net Income 2022: $20,0002022Revenue 2023: $1,370,876Expenses 2023: $1,270,158Net Income 2023: $100,7182023

Highlighted filing

2018

Revenue$764,864
Expenses$662,758
Net Income$102,106
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$772,262
Mission and Program Overview

Mission

WALDORF EDUCATION K-8

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$663,690$643,627▼ $20,063
Savings and Temporary Cash Investments$1,028$108,902▲ $107,874
Accounts Receivable$16,356$23,857▲ $7,501
Cash and Non-Interest-Bearing Accounts$5,191$14,919▲ $9,728
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$686,627$791,667▲ $105,040
Other Assets Total$362$362→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$286,830$307,871▲ $21,041
Unsecured Notes Loans Payable$71,172$61,248▼ $9,924
Accounts Payable and Accrued Expenses$8,303$31,069▲ $22,766
Deferred Revenue$30,949--
Total Liabilities$397,254$400,188▲ $2,934
Net Assets / Fund Balance
Unrestricted Net Assets$289,373$391,479▲ $102,106
Total Net Assets Fund Balance$289,373$391,479▲ $102,106
Total Liabilities and Net Assets / Fund Balance$686,627$791,667▲ $105,040

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$402,010$166,995$569,005
Land$208,117-$208,117
Leasehold Improvements$27,614$55,012$82,626
Equipment$5,886$22,005$27,891
Other Land Buildings-$15,552$15,552
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Abra DerbisTreasurerPT$44,887$44,887
Ezra SullivanFarm RepPT$12,932$12,932
Molly StebbinsFaculty RepPT$8,131$8,131

Board Members and Trustees

NameTitle
Symbolyn SebastianPresident
Dunia FaulxVice President
Rebekah KorenowskySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$97,362
Program Service Revenue
$643,767
Investment Income
$0
Other Revenue
$23,735
All Other Contributions
$97,362
Change in Net Assets
$102,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$509,156
Other Expenses$153,602
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$329,048$61,504-$390,552
Current Officers, Directors, Trustees, and Key Employees$65,950--$65,950
Payroll Taxes$45,560$7,094-$52,654
Depreciation Depletion$22,027$1,680-$23,707
Interest-$17,711-$17,711
Insurance$9,317$5,588-$14,905
Occupancy$13,262$1,137-$14,399
All Other Expenses$346$13,281-$13,627
Fees for Services Other$9,307--$9,307
Other Expenses$5,271$10,442-$5,271
Fees for Services Accounting-$1,865-$1,865
Information Technology-$869-$869
Advertising-$511-$511
Total Functional Expenses$541,076$121,682$0$662,758
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$31,133
Fundraising Direct Expenses$7,398
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Farm Events$31,133$31,133$7,398$23,735
Total Events$31,133$31,133$7,398$23,735
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

One of the board members is also a faculty member, but abstains from voting on matters that concern her directly.

Form 990, Part VI, Line 11B: Form 990 Review Process

The directors review a draft copy of the tax return before it is filed.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Board members are asked at regular meetings to disclose any conflicts of interest.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The board discusses and negotiates compensation based on past compensation for the position and compared to similar positions in similar organizations.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents, policies and financial statements are available to the public upon request as well as on the organization's website.

Filing and Contact Details

Filer

Filer Name
Sunfield Education Association
EIN
91-1953821
Phone
3603853658
Address
PO BOX 85, PORT HADLOCK, WA 98339

Signing Officer

Name
Abra Derbis
Title
Treasurer
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Symbolyn Sebastian
Voting Board Members
5
Independent Board Members
4
Employees
22
Volunteers
92

Preparer

Firm
Gooding OHara & Mackey PS CPAs
Address
242 Taylor Street, Port Townsend, WA 98368
Preparer
John Mackey
Phone
3603851040
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IRS990/PYOtherRevenueAmt024635
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IRS990/PYRevenuesLessExpensesAmt03992
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IRS990/PYTotalExpensesAmt0632769
IRS990/PYTotalRevenueAmt0636761
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0102106
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01028
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IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0166995
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0569005
IRS990ScheduleD/EquipmentGrp/BookValueAmt05886
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022005
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027891
IRS990ScheduleD/LandGrp/BookValueAmt0208117
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0208117
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt027614
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt055012
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt082626
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015552
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015552
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0643627
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ALL ADVERTISING AND/OR STORIES PUBLISHED IN LOCAL NEWSPAPERS MUST CONTAIN STATEMENTS SETTING FORTH THE SCHOOL'S NON-DISCRIMINATION POLICY.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031133
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031133
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031133
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023735
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07398
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07398
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ONE OF THE BOARD MEMBERS IS ALSO A FACULTY MEMBER, BUT ABSTAINS FROM VOTING ON MATTERS THAT CONCERN HER DIRECTLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DIRECTORS REVIEW A DRAFT COPY OF THE TAX RETURN BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE ASKED AT REGULAR MEETINGS TO DISCLOSE ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD DISCUSSES AND NEGOTIATES COMPENSATION BASED ON PAST COMPENSATION FOR THE POSITION AND COMPARED TO SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AS WELL AS ON THE ORGANIZATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt097362
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0121682
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0541076
IRS990/TotalFunctionalExpensesGrp/TotalAmt0662758
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0397254
IRS990/TotalLiabilitiesEOYAmt0400188
IRS990/TotalLiabilitiesGrp/BOYAmt0397254
IRS990/TotalLiabilitiesGrp/EOYAmt0400188
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0289373
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0391479
IRS990/TotalProgramServiceExpensesAmt0541076
IRS990/TotalProgramServiceRevenueAmt0643767
IRS990/TotalReportableCompFromOrgAmt065950
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0643767
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0764864
IRS990/TotalVolunteersCnt092
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0686627
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0791667
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0289373
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0391479
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt071172
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt061248
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04250 S DISCOVERY RD
IRS990/USAddress/CityNm0PORT TOWNSEND
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098368
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.29$0.56$1.37$1.27$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.38$0.46$1.32$1.30$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.46$0.44$0.85$0.91$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.33$0.50$1.02$1.00$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.36$0.48$0.84$0.76$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.40$0.39$0.76$0.66$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.69$0.40$0.29$0.64$0.63$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.44$0.29$0.53$0.55$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.46$0.31$0.54$0.55$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.51$0.32$0.58$0.56$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.50$0.30$0.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.51$0.33$0.57
2011Summary only. Only limited summary data is available for this year.$0.86$0.58$0.28$0.23$0.26$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.55$0.31$0.47