SCHOOL PROFILE · FREE PREVIEW
SCHOOL PROFILE · FREE PREVIEW
Santa Fe Waldorf School
Santa Fe, NM · Independent school
THE READ · FREE SUMMARY
Santa Fe Waldorf School is burning the cushion faster than the 9-month buffer suggests. Expenses are outpacing revenue -13.5% vs -21.9% per year over three years, and the latest operating margin is -9.0% on a 16% tuition-dependent revenue mix. Covering the deficit at today's rate, reserves would last roughly 8.7 more years — the full budget, by contrast, is covered for about 9 months if every revenue line stopped. The board conversation here is the recovery plan for the operating model and the timeline to break-even. NACUBO Composite Financial Index: 0.0 / 10, re-engineer.
Santa Fe Waldorf School runs only 16% tuition-dependent — unusually diversified for an independent school. Endowment payout and contributions carry meaningful weight in the operating budget.
Santa Fe Waldorf School reported $1.3M in revenue against $1.4M in expenses in fiscal year 2023, the most recent filing on record. Net assets stood at $1.1M — about 0.78x annual operating expense.
Operating margin landed at -9.0%, with 15.7% of revenue coming from tuition. Among same-size peers, that puts Santa Fe Waldorf School at the p3 on operating margin.
$1.3M
REVENUE FY2023
-9.0%
OP MARGIN
20
PEERS RESOLVED
IRS FORM 990 · DATA THROUGH FY2023
THE FULL REPORT
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Ten panels on Santa Fe Waldorf School: financial health, peer comparison, community demographics, paying & giving capacity, competitive position, enrollment demand, leadership compensation, governance — and the questions to ask. One subscription opens every school.
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WHERE THIS SCHOOL SITS · REVENUE SCALE VS PEERS
Among 20 similar peer schools, Santa Fe Waldorf School ranks 21st by latest 990 revenue.
Revenue scale
WHAT’S IN THE REPORT
- Financials — IRS Form 990, up to nine years on file.
- Enrollment & demand — IRS 990 tuition revenue + U.S. Census county births.
- Competition — NCES private (PSS) + public (CCD) school inventory.
- Demographics — U.S. Census Bureau, ACS 5-year estimates.
- Local economy — U.S. Bureau of Labor Statistics, QCEW and CES.
- Peer set — 1,620 independent schools with verified financials.
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