Civic Intelligence

Healdsburg Aauw Fund

990EZ • Fiscal year 2024 • EIN 47-2687963

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

PO Box 1064 PO Box 1064Healdsburg, CA 95448

(510) 334-9145

Siviq Scores

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

Liabilities / Assets

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.51x

Higher debt load relative to revenue than 92% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

61st percentile

8.3%

Faster asset growth than 61% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

-3.9%

Faster revenue growth than 41% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$379,963

Up $29,154 (+8.3%) from 2023

Net Assets

Up

$323,963

Up $24,885 (+8.3%) from 2023

Liabilities

Up

$56,000

Up $4,269 (+8.3%) from 2023

Revenue

Down

$109,336

Down $4,461 (-3.9%) from 2023

Expenses

Down

$84,451

Down $10,278 (-11%) from 2023

Net Income

Up

$24,885

Up $5,817 (+31%) from 2023

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2015: $54,854Liabilities 2015: $02015Assets 2016: $76,449Liabilities 2016: $02016Assets 2017: $107,614Liabilities 2017: $02017Assets 2018: $362,334Liabilities 2018: $100Net Assets 2018: $362,2342018Assets 2019: $365,115Liabilities 2019: $30,6422019Assets 2020: $369,265Liabilities 2020: $42,4122020Assets 2021: $321,924Liabilities 2021: $37,6622021Assets 2022: $316,122Liabilities 2022: $36,112Net Assets 2022: $280,0102022Assets 2023: $350,809Liabilities 2023: $51,731Net Assets 2023: $299,0782023Assets 2024: $379,963Liabilities 2024: $56,000Net Assets 2024: $323,9632024Assets 2025: $365,238Liabilities 2025: $56,000Net Assets 2025: $309,2382025

Highlighted filing

2024

Assets$379,963
Liabilities$56,000
Net Assets$323,963

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2015: $54,899Expenses 2015: $45Net Income 2015: $54,8542015Revenue 2016: $86,846Expenses 2016: $65,251Net Income 2016: $21,5952016Revenue 2017: $94,600Expenses 2017: $63,435Net Income 2017: $31,1652017Revenue 2018: $342,223Expenses 2018: $87,603Net Income 2018: $254,6202018Revenue 2019: $95,460Expenses 2019: $123,220Net Income 2019: -$27,7602019Revenue 2020: $82,962Expenses 2020: $90,572Net Income 2020: -$7,6102020Revenue 2021: $50,812Expenses 2021: $93,403Net Income 2021: -$42,5912021Revenue 2022: $74,785Expenses 2022: $79,037Net Income 2022: -$4,2522022Revenue 2023: $113,797Expenses 2023: $94,729Net Income 2023: $19,0682023Revenue 2024: $109,336Expenses 2024: $84,451Net Income 2024: $24,8852024Revenue 2025: $115,658Expenses 2025: $130,390Net Income 2025: -$14,7322025

Highlighted filing

2024

Revenue$109,336
Expenses$84,451
Net Income$24,885
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$109,513
Mission and Program Overview

Mission

To promote gender equity for women and girls through scholarships and other educational opportunities

Program Services

DescriptionGrantsExpenses
Scholarships for graduating high school seniors attending a four year college$50,500$50,500
Summer program for middle school girls to attend STEM camp$9,100$9,100
Scholarships for re-entry students to complete fourth year of college$8,000$8,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura TreddinickPresidentPT$0--
Nancy Jane AndrewsVice PresidentPT$0--
Julie HanamuraTreasurerPT$0--
Donna CampoverdeSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Healdsburg AAUW Fund
EIN
47-2687963
In Care Of
% Julie Hanamura
Address
PO BOX 1064 PO BOX 1064, Healdsburg, CA 95448

Signing Officer

Name
Julie Hanamura
Title
Treasurer
Signed
2024-11-15
Supplemental Narrative

Additional Explanations

Doing Business As Names

Healdsburg AAUW Fund

Part I, line 10

| Grants And Similar Amounts Paid:, Amount:| Scholarships for graduating high school seniors attending a 4 year college, $50500| Scholarships for re-entry students graduating from Santa Rosa Jr College to continue third year of college, $7000| Scholarships for re-entry students to complete fourth year of college, $8000| Contribution to the AAUW National Scholarship Fund, $2000| Scholarships for middle school girls to attend Tech Trek a STEM camp, $9100| Community grant for Climate Fest books, $500| Grant to Expanding Your Horizons for middle school STEM event, $500| Purchase books and school supplies for local schools, $1681|

Part I, line 16

| Other Expenses:, Amount:| Accounting and tax prep fees, $118| Insurance expense, $50| Chamber of Commerce membership, $125| Registration filing and license fees, $126| Office supplies, $15| Paypal credit card transaction expenses, $437| Tech Trek alumni group activity expenses, $274| Administrative expenses for scholarships with SRJC Foundation, $2304|

Part II, line 24

| Explanation:, BOYAmount:, EOYAmount:| Cash, $, $| Savings, $, $| Investments, $, $| Land and Buildings, $, $| Inventory, $, $| Organizations share of assets, $, $| Prepaid Expenses, $0, $| Accounts Receivable, $508, $0| Accrued interest on CD, $394, $1162|

Part II, line 26

| Explanation:, BOYAmount:, EOYAmount:| Grants Payable, $, $| Mortgages or other loans payable, $, $| Accounts Payable, $51731, $56000|

Raw XML Appendix182 raw XML fields

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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The supported organization is the American Association of University Women. Healdsburg Branch. It is a 501c4 organization. It satisfies the public support test because it receives more than 1 3 of its support from contributions membership fees and gross receipts related to its exempt functions. Ir received no support from gross investment income or unrelated business taxable income
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Healdsburg AAUW Fund has its own bank accounts and accounting records separate from the AAUW Healdsburg Branch. The Healdsburg AAUW Fund is the fundraising arm used for grants scholarships and other charitable purposes consistent with our mission to advance equity for women and girls through education philanthropy and research. All fundraising revenue and expenses are accounted for by the Fund
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Healdsburg AAUW Fund
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Grants And Similar Amounts Paid:, Amount:| Scholarships for graduating high school seniors attending a 4 year college, $50500| Scholarships for re-entry students graduating from Santa Rosa Jr College to continue third year of college, $7000| Scholarships for re-entry students to complete fourth year of college, $8000| Contribution to the AAUW National Scholarship Fund, $2000| Scholarships for middle school girls to attend Tech Trek a STEM camp, $9100| Community grant for Climate Fest books, $500| Grant to Expanding Your Horizons for middle school STEM event, $500| Purchase books and school supplies for local schools, $1681|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Other Expenses:, Amount:| Accounting and tax prep fees, $118| Insurance expense, $50| Chamber of Commerce membership, $125| Registration filing and license fees, $126| Office supplies, $15| Paypal credit card transaction expenses, $437| Tech Trek alumni group activity expenses, $274| Administrative expenses for scholarships with SRJC Foundation, $2304|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, BOYAmount:, EOYAmount:| Cash, $, $| Savings, $, $| Investments, $, $| Land and Buildings, $, $| Inventory, $, $| Organizations share of assets, $, $| Prepaid Expenses, $0, $| Accounts Receivable, $508, $0| Accrued interest on CD, $394, $1162|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4| Explanation:, BOYAmount:, EOYAmount:| Grants Payable, $, $| Mortgages or other loans payable, $, $| Accounts Payable, $51731, $56000|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part II, line 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Hanamura
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Healdsburg AAUW Fund
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0472687963
ReturnHeader/Filer/ForeignPhoneNum05103349145
ReturnHeader/Filer/InCareOfNm0% Julie Hanamura
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1064 PO BOX 1064
ReturnHeader/Filer/USAddress/CityNm0Healdsburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095448
ReturnHeader/ReturnTs02024-11-15T06:13:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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