Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Heartwood Educational Collaborative
990 • Fiscal year 2017 • EIN 47-2834601
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.31x
Liabilities / Revenue
80th percentile
Higher debt load relative to revenue than 80% of similar nonprofits.
Net Margin
26th percentile
Higher net margin than 26% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
28th percentile
Faster asset growth than 28% of similar nonprofits.
Revenue Growth
75th percentile
Faster revenue growth than 75% of similar nonprofits.
Balance Sheet
Assets
Down$78,904
Down $9,638 (-11%) from 2016
Net Assets
Down$54,306
Down $25,473 (-32%) from 2016
Liabilities
Up$24,598
Up $15,835 (+181%) from 2016
Revenue And Expenses
Revenue
Up$331,876
Up $63,553 (+24%) from 2016
Expenses
Up$357,349
Up $106,027 (+42%) from 2016
Net Income
Down-$25,473
Down $42,474 (-250%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2017 to Dec 31, 2017
- Signed
- Nov 15, 2018
- Return Version
- 2017v2.3
- Gross Receipts
- $333,291
Mission and Program Overview
Mission
With attention and care, we aim to provide a stimulating and enriching education, awakening critical and creative thinking, instilling a love of work and learning that propels our students to make positive, heart-felt and inspiring contributions to our shared world.
The Organization provides educational support for homeschool students.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Accounts Receivable | $47,908 | $62,174 | ▲ $14,266 |
| Cash and Non-Interest-Bearing Accounts | $38,204 | $14,300 | ▼ $23,904 |
| Inventories for Sale or Use | $2,430 | $2,430 | → $0 |
| Total Assets | $88,542 | $78,904 | ▼ $9,638 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $8,763 | $24,598 | ▲ $15,835 |
| Total Liabilities | $8,763 | $24,598 | ▲ $15,835 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $79,779 | $54,306 | ▼ $25,473 |
| Total Net Assets Fund Balance | $79,779 | $54,306 | ▼ $25,473 |
| Total Liabilities and Net Assets / Fund Balance | $88,542 | $78,904 | ▼ $9,638 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Greg Browman | Chairperson |
| Anne Mannes | Vice Chairperson |
| Tracy Lapera | Vice Chairperson |
| Tim Grimmer | Secretary |
| Jeremie Macias | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $125,256
- Program Service Revenue
- $198,963
- Investment Income
- $0
- Other Revenue
- $7,657
- All Other Contributions
- $125,256
- Change in Net Assets
- $-25,473
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $357,349 |
| Total Fundraising Expense | $14,577 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Occupancy | $104,679 | $12,848 | - | $117,527 |
| Fees for Services Other | $88,992 | $6,000 | - | $94,992 |
| All Other Expenses | $16,297 | $27,702 | $4,536 | $48,535 |
| Other Expenses | $19,717 | $15,650 | - | $15,650 |
| Advertising | - | - | $10,041 | $10,041 |
| Office Expenses | - | $2,296 | - | $2,296 |
| Total Functional Expenses | $278,276 | $64,496 | $14,577 | $357,349 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $8,494 |
| Fundraising Direct Expenses | $1,415 |
| 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
- 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
- Yes
- 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, Section B, line 11B
“The Form 990 is provided to the full board for review and comment prior to filing the returns.”
Form 990, Part VI, Section B, line 12C
“The Organization's conflict of interest policy is provided to all board members and key employees. Annually all board members and key emloyees must sign a form dislcosing any conflicts of interest that they may have.”
Form 990, Part VI, Section B, line 15
“The compensation of key officers and employees is determined by the board after researching comparable compensation packages for similar schools, reviewing similar job listings and discussions with other partners.”
Form 990, Part VI, Section C, line 19
“The Organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.”
Filing and Contact Details
Filer
- Filer Name
- Heartwood Educational Collaborative
- EIN
- 47-2834601
- Phone
- 4153281080
- Address
- P O Box 822, Fairfax, CA 94978
Signing Officer
- Name
- Greg Browman
- Title
- Chairperson
- Phone
- 4153281080
- Signed
- 2018-11-15
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Greg Browman
- Formed
- 2014
- Legal Domicile
- CA
- Voting Board Members
- 5
- Independent Board Members
- 5
- Employees
- 0
- Volunteers
- 94
Preparer
- Firm
- Cca Llp
- Address
- 2300 Contra Costa Blvd Ste 220, Pleasant Hill, CA 94523
- Preparer
- Cca Llp
- Phone
- 9256852911
Supplemental Narrative
Additional Explanations
Form 990, Part IX, line 11G
“Teachers: Program service expenses 88,992. Management and general expenses 0. Fundraising expenses 0. Total expenses 88,992. Other professional fees: Program service expenses 0. Management and general expenses 6,000. Fundraising expenses 0. Total expenses 6,000.”
Form 990, Part IX, line 24E
“Supplies: Program service expenses 0. Management and general expenses 11,158. Fundraising expenses 0. Total expenses 11,158. Mentoring: Program service expenses 8,157. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,157. Training and credentials: Program service expenses 8,140. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,140. Telephone: Program service expenses 0. Management and general expenses 6,655. Fundraising expenses 0. Total expenses 6,655. Dues and subscriptions: Program service expenses 0. Management and general expenses 3,237. Fundraising expenses 0. Total expenses 3,237. Fiscal sponsor fees: Program service expenses 0. Management and general expenses 0. Fundraising expenses 3,125. Total expenses 3,125. Miscellaneous expenses: Program service expenses 0. Management and general expenses 2,873. Fundraising expenses 0. Total expenses 2,873. Printing and reproductions: Program service expenses 0. Management and general expenses 2,782. Fundraising expenses 0. Total expenses 2,782. Events: Program service expenses 0. Management and general expenses 0. Fundraising expenses 1,411. Total expenses 1,411. Postage and delivery: Program service expenses 0. Management and general expenses 597. Fundraising expenses 0. Total expenses 597. Bank service charges: Program service expenses 0. Management and general expenses 400. Fundraising expenses 0. Total expenses 400.”
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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/Desc | 0 | Heartwood Educational Collaborative is non-profit, educational collaborative providing educational support for K-12 students and their families enrolled in publicly funded, independent study and home school programs in California. We provide a Waldorf inspired curriculum in an organized community environment to support students who may not be served by traditional, education methods in traditional, public school classrooms. Waldorf teaching methods have been evolving and adapting for over 100 years and have proven to successfully guide generations of students to become self-learners and responsible global citizens.We expanded our Homeschool support program this year which entailed increasing outreach into the community to let families know of this public offering of Waldorf Inspired curriculum in a home environment but with robust professional support. We increased the number of students served and expanded our understanding of what the homeschooling community was needing in our community. We also supported our first high school student (9th grade) and plan to slowly grow into serving those in the homeschooling community with high school aged students. We were able to provide more support for the teachers using our campus in 2017 with a more robust mentoring program by inviting master teachers from outside of our community and assigning one for each teacher on campus for monthly check-ins and review. We also increased the number of parent education events wherein we invite published authors and master teachers to present their guidance to our parent body and parents outside of our direct program.We organized and implemented our first summer school program in 2017 completely offsite of our normal campus. Classes were held in community centers, parks, libraries and in nature to provide additional academic support through the summer. We were able to serve students from other school districts (25% of summer school enrollment) because there are practically no summer school opportunities in our county. |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The Form 990 is provided to the full board for review and comment prior to filing the returns. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | The Organization's conflict of interest policy is provided to all board members and key employees. Annually all board members and key emloyees must sign a form dislcosing any conflicts of interest that they may have. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The compensation of key officers and employees is determined by the board after researching comparable compensation packages for similar schools, reviewing similar job listings and discussions with other partners. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | The Organization's governing documents, conflict of interest policy and financial statements are available to the public upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Teachers: Program service expenses 88,992. Management and general expenses 0. Fundraising expenses 0. Total expenses 88,992. Other professional fees: Program service expenses 0. Management and general expenses 6,000. Fundraising expenses 0. Total expenses 6,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Supplies: Program service expenses 0. Management and general expenses 11,158. Fundraising expenses 0. Total expenses 11,158. Mentoring: Program service expenses 8,157. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,157. Training and credentials: Program service expenses 8,140. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,140. Telephone: Program service expenses 0. Management and general expenses 6,655. Fundraising expenses 0. Total expenses 6,655. Dues and subscriptions: Program service expenses 0. Management and general expenses 3,237. Fundraising expenses 0. Total expenses 3,237. Fiscal sponsor fees: Program service expenses 0. Management and general expenses 0. Fundraising expenses 3,125. Total expenses 3,125. Miscellaneous expenses: Program service expenses 0. Management and general expenses 2,873. Fundraising expenses 0. Total expenses 2,873. Printing and reproductions: Program service expenses 0. Management and general expenses 2,782. Fundraising expenses 0. Total expenses 2,782. Events: Program service expenses 0. Management and general expenses 0. Fundraising expenses 1,411. Total expenses 1,411. Postage and delivery: Program service expenses 0. Management and general expenses 597. Fundraising expenses 0. Total expenses 597. Bank service charges: Program service expenses 0. Management and general expenses 400. Fundraising expenses 0. Total expenses 400. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section B, line 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part IX, line 11g |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part IX, line 24e |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 88542 |
| IRS990/TotalAssetsEOYAmt | 0 | 78904 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 88542 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 78904 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalContributionsAmt | 0 | 125256 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 14577 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 64496 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 278276 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 357349 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 8763 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 24598 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 8763 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 24598 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 79779 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 54306 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 278276 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 198963 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 7079 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 199541 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 331876 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 94 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 88542 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 78904 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 79779 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 54306 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | P O Box 822 |
| IRS990/USAddress/CityNm | 0 | Fairfax |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 94978 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 5 |
| IRS990/VotingMembersIndependentCnt | 0 | 5 |
| IRS990/WebsiteAddressTxt | 0 | heartwoodcollaborative.org |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Greg Browman |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Chairperson |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4153281080 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Heartwood Educational Collaborative |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HEAR |
| ReturnHeader/Filer/EIN | 0 | 472834601 |
| ReturnHeader/Filer/PhoneNum | 0 | 4153281080 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | P O Box 822 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Fairfax |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94978 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 11C41341E2825BA9C348AF826C977EBB3B18B533 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 74.95.5.201 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-11-15 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 13:49:59 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 454060696 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CCA LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2300 Contra Costa Blvd Ste 220 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Pleasant Hill |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 94523 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9256852911 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-11-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CCA LLP |
| ReturnHeader/ReturnTs | 0 | 2018-11-15T13:50:01-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $78,904
- Liabilities
- $24,598
- Net assets
- $54,306
- Revenue
- $331,876
- Expenses
- $357,349
- Net income
- -$25,473