Civic Intelligence

Heartwood Public Charter School

990 • Fiscal year 2022 • EIN 32-0646814

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 10, 2022

Organization Profilewww.heartwoodeducation.org
POBox 346Lancaster, NH 03584

(603) 616-8157

Siviq Scores

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

Liabilities / Assets

94th percentile

0.96x

Higher debt load relative to assets than 94% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

97th percentile

4.65x

Higher debt load relative to revenue than 97% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

70th percentile

19%

Higher net margin than 70% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets94th percentile

Assets

$635,306

No earlier filing loaded for comparison.

Net Assets

$25,509

No earlier filing loaded for comparison.

Liabilities

$609,797

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin70th percentile

Revenue

$131,030

No earlier filing loaded for comparison.

Expenses

$105,521

No earlier filing loaded for comparison.

Net Income

$25,509

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2022: $635,306Liabilities 2022: $609,797Net Assets 2022: $25,5092022Assets 2023: $878,228Liabilities 2023: $665,213Net Assets 2023: $213,0152023Assets 2024: $1,056,476Liabilities 2024: $736,828Net Assets 2024: $319,6482024Assets 2025: $1,191,874Liabilities 2025: $817,839Net Assets 2025: $374,0352025

Highlighted filing

2022

Assets$635,306
Liabilities$609,797
Net Assets$25,509
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0Revenue 2022: $131,030Expenses 2022: $105,521Net Income 2022: $25,5092022Revenue 2023: $1,114,209Expenses 2023: $926,729Net Income 2023: $187,4802023Revenue 2024: $1,024,879Expenses 2024: $918,068Net Income 2024: $106,8112024Revenue 2025: $1,100,616Expenses 2025: $1,046,034Net Income 2025: $54,5822025

Highlighted filing

2022

Revenue$131,030
Expenses$105,521
Net Income$25,509
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 10, 2022
Return Version
2021v4.1
Gross Receipts
$131,030
Mission and Program Overview

Mission

Heartwood Public Charter School utilizes a place based education model providing opportunities for students to build valuable relationships within the community through service, experiental learning and an integrated curriculum

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$389,667-
Accounts Receivable-$102,224-
Cash and Non-Interest-Bearing Accounts-$99,151-
Prepaid Expenses and Deferred Charges-$20,636-
Total Assets$0$635,306▲ $635,306
Other Assets Total-$23,628-
Liabilities
Mortgage Notes Payable Secured by Investment Property-$579,905-
Accounts Payable and Accrued Expenses-$29,892-
Total Liabilities$0$609,797▲ $609,797
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$25,509-
Total Net Assets Fund Balance$0$25,509▲ $25,509
Total Liabilities and Net Assets / Fund Balance$0$635,306▲ $635,306

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$388,417$6,583$395,000
Other Land Buildings$1,250-$1,250
Land$0--
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Stacey ZemlaChair
Ben HardyVice-Chair
Allysia GuyTrustee
Dana HolcombTrustee
Marissa RexfordTrustee
Robin ScottTrustee
Bethany BondSecretary
Ann AugerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$131,030
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$9,255
Change in Net Assets
$25,509

Audited Revenue Reconciliation

Revenue per Audited Statements
$131,030
Total Revenue per Audited Statements
$131,030
Total Revenue per Form 990
$131,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,941
Salaries, Compensation, and Employee Benefits$39,580
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$0$36,154$0$36,154
Fees for Services Other$0$13,333$0$13,333
Fees for Services Legal$7,186$0$0$7,186
Fees for Services Management$0$6,627$0$6,627
Depreciation Depletion$6,583$0$0$6,583
Advertising$0$6,235$0$6,235
Other Expenses$0$5,430$0$5,430
Interest$3,712$0$0$3,712
Insurance$2,057$1,631$0$3,688
Payroll Taxes$0$3,144$0$3,144
Office Expenses$0$1,348$0$1,348
Travel$0$622$0$622
Occupancy$0$410$0$410
Other Employee Benefits$282$0$0$282
Information Technology$150$0$0$150
Total Functional Expenses$30,060$75,461$0$105,521

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$105,521
Total Expenses per Audited Statements$105,521
Total Expenses per Form 990$105,521
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Heartwood Public Charter School
EIN
32-0646814
Phone
6036168157
Address
POBox 346, Lancaster, NH 03584

Signing Officer

Name
Ann Auger
Title
Treasurer
Phone
6036168157
Signed
2022-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Auger
Formed
2021
Legal Domicile
Nh
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
0

Preparer

Firm
Veroff & Austin PLLC
Address
174 Court St, Laconia, NH 03246
Preparer
Steven M Veroff CPA
Phone
6035278721
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Board reviews 990 at next monthly board meeting after preparation”

Form 990, Part IX, Line 11G

“School Adim Contract Services 13333. 13333.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0609797
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0609797
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt025509
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IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0131030
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0635306
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0622
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt0622
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO Box 346
IRS990/USAddress/CityNm0Lancaster
IRS990/USAddress/StateAbbreviationCd0NH
IRS990/USAddress/ZIPCd003584
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0https://www.heartwoodeducation.org/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ann Auger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06036168157
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heartwood Public Charter School
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0320646814
ReturnHeader/Filer/PhoneNum06036168157
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Veroff & Austin PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0174 Court St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laconia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003246
ReturnHeader/PreparerPersonGrp/PhoneNum06035278721
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven M Veroff CPA
ReturnHeader/ReturnTs02022-09-14T10:49:15-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ann
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Auger
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$635,306
Liabilities
$609,797
Net assets
$25,509
Revenue
$131,030
Expenses
$105,521
Net income
$25,509
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.82$0.37$1.10$1.05$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.74$0.32$1.02$0.92$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.67$0.21$1.11$0.93$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.64$0.61$0.03$0.13$0.11$0.03