Rudolf Steiner Fellowship Fdn Inc

Nonprofit profile at a glance

EIN
136146945
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Chestnut Ridge, NY, USA
Phone
8453568494
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Supportive Housing for Older Adults

Official website

Reported finances

Revenue
$8,422,994
Expenses
$4,880,392
Assets
$22,292,812
Liabilities
$2,748,322

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • KATHERINE SCHARFF (President)

People named in this filing

  • JUDITH BROCKWAY AVENTURO (Secretary)
  • MARK FINSER (Chairman)
  • RAFAEL MANACAS (BOARD MEMBER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The purpose of the foundation is to establish and maintain a non-age-isolated community for the older individual. The facilities and atmosphere are one in which all activities of a social, spiritual, work and educational nature are created for all members.

What it reported doing in 2025

The Fellowship houses roughly 90 seniors with approximately 20 live-in co-workers, 10 children and 10 volunteers, in addition to approximately 45 additional live-out co-workers and another 15 volunteers who come in from the local community, all of whom help with the income producing activities. Participating in the most minor way is done with pride by elders being able to provide for themselves and others in the community. A heightened sense of self-worth is health-giving to the greatest degree and of great social value. Activities - Over the years, gifts have permitted the development of biodynamic gardens, greenhouses, apple orchards, flowers, herbs, beautiful meadows, woodlands and trails and the maintenance of chickens, sheep, bees and a fully operating dairy. Various activities in the wood, metal, candle making, weavery, and pottery shops help care for the community's needs and repairs and also produce wonderful crafts. A sense of purpose is inherent in the cultural and education components of daily living here: lectures, dramas, dance, concerts and art. An on-site traditional and complementary medical practice which also contributes to the picture of a vibrant and lively community. Nutrition - A farm was purchased in order to expand the foundation's work in furnishing health-living foods for the members and the larger community. It also serves to preserve green space for Rockland County. The orchards and gardens at the farm are managed through biodynamic organic quality. Member Care - The Fellowship Community, founded nearly 60 years ago, is a long-term care, work-based, intergenerational community, which involves its members in as much activity as possible and includes the aging, ill, and dying older person, and those with mental and physical handicapping conditions. The community cares for a number of economically vulnerable elders who cannot meet the cost of their care. All in the community participate according to ability in some or all of the 8 work areas by producing saleable crafts. They thereby contribute to offset the shortfall that occurs when caring for those unable to pay sufficient funds. The community has recently introduced The Wellness Program. This program offers the aging member additional services for those living independently e.g. housekeeping, meals etc. This program is designed to allow members to stay in independent housing as long as possible, keeping expenses at a minimum and helping delay entering assisted living with its associated costs. .

Operating model

Revenue model
Earned-program. 89% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 94% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 60
  • Transparency & Controls: 94
  • Accountability: 100
  • Sustainability: 81
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 50.7%; rating input score 51
  • Program expense ratio: 87.9%; rating input score 88
  • Fundraising efficiency: $6.95 raised per $1 spent on fundraising; rating input score 23; 23rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 75th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 7 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 42.1%; rating input score 88; 88th percentile among comparable filings
  • Total-asset coverage ratio: 4.57; rating input score 79; 79th percentile among comparable filings
  • Liabilities to assets ratio: 0.12; rating input score 45; 45th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 90; 90th percentile among comparable filings

Growth

  • Program expense growth: 3.6% per year; rating input score 100; 27th percentile among comparable filings
  • Revenue growth: 6.4% per year; rating input score 100; 48th percentile among comparable filings
  • Asset growth: 6.6% per year; rating input score 100; 42nd percentile among comparable filings

Details

  • Where the money goes: 50.7% of revenue deployed · 87.9% of spending went to programs
  • Governance: 8 of 8 board members independent · 7 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $4.3M in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 27 of 28 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 51/100.
  • High — Financial Efficiency: Fundraising efficiency scored 23/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 45/100.