Civic Intelligence

Heartwood Educational Collaborative

990 • Fiscal year 2018 • EIN 47-2834601

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

Organization Profileheartwoodcollaborative.org
P O Box 822Fairfax, CA 94978

(415) 328-1080

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

79th percentile

$6,983

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

55th percentile

4.4%

Faster revenue growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$102,978

Up $24,074 (+31%) from 2017

Net Assets

Up

$102,978

Up $48,672 (+90%) from 2017

Liabilities

Down

$0

Down $24,598 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin69th percentile

Revenue

Up

$346,609

Up $14,733 (+4.4%) from 2017

Expenses

Down

$297,937

Down $59,412 (-17%) from 2017

Net Income

Up

$48,672

Up $74,145 (+291%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$150K$100K$50K$0Assets 2014: $7,897Liabilities 2014: $1,600Net Assets 2014: $6,2972014Assets 2015: $72,668Liabilities 2015: $9,890Net Assets 2015: $62,7782015Assets 2016: $88,542Liabilities 2016: $8,763Net Assets 2016: $79,7792016Assets 2017: $78,904Liabilities 2017: $24,598Net Assets 2017: $54,3062017Assets 2018: $102,978Liabilities 2018: $0Net Assets 2018: $102,9782018Assets 2019: $47,158Liabilities 2019: $0Net Assets 2019: $47,1582019Assets 2020: $21,403Liabilities 2020: $0Net Assets 2020: $21,4032020Assets 2021: $65,702Liabilities 2021: $40,000Net Assets 2021: $25,7022021Assets 2022: $53,140Liabilities 2022: $2,000Net Assets 2022: $51,1402022Assets 2023: $70,063Liabilities 2023: $2,000Net Assets 2023: $68,0632023Assets 2024: $29,339Liabilities 2024: $0Net Assets 2024: $29,3392024

Highlighted filing

2018

Assets$102,978
Liabilities$0
Net Assets$102,978
Open 2018 Filing

Operations Trend

Revenue Growth55th percentile

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

$400K$200K$0-$200KRevenue 2014: $9,432Expenses 2014: $3,135Net Income 2014: $6,2972014Revenue 2015: $248,385Expenses 2015: $191,904Net Income 2015: $56,4812015Revenue 2016: $268,323Expenses 2016: $251,322Net Income 2016: $17,0012016Revenue 2017: $331,876Expenses 2017: $357,349Net Income 2017: -$25,4732017Revenue 2018: $346,609Expenses 2018: $297,937Net Income 2018: $48,6722018Revenue 2019: $99,539Expenses 2019: $155,359Net Income 2019: -$55,8202019Revenue 2020: $90,036Expenses 2020: $115,791Net Income 2020: -$25,7552020Revenue 2021: $55,924Expenses 2021: $51,625Net Income 2021: $4,2992021Revenue 2022: $71,384Expenses 2022: $45,946Net Income 2022: $25,4382022Revenue 2023: $111,148Expenses 2023: $94,225Net Income 2023: $16,9232023Revenue 2024: $50,822Expenses 2024: $89,546Net Income 2024: -$38,7242024

Highlighted filing

2018

Revenue$346,609
Expenses$297,937
Net Income$48,672
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$349,429
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
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$14,300$74,668▲ $60,368
Accounts Receivable$62,174$25,880▼ $36,294
Inventories for Sale or Use$2,430$2,430→ $0
Total Assets$78,904$102,978▲ $24,074
Liabilities
Accounts Payable and Accrued Expenses$24,598--
Total Liabilities$24,598$0▼ $24,598
Net Assets / Fund Balance
Unrestricted Net Assets$54,306$102,978▲ $48,672
Total Net Assets Fund Balance$54,306$102,978▲ $48,672
Total Liabilities and Net Assets / Fund Balance$78,904$102,978▲ $24,074
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleBaseTotal
Tracy LaperaVice Chairperson$6,983$6,983

Board Members and Trustees

NameTitle
Greg BrowmanChairperson
Tim Grimmer Jan-May 2018Former Secretary
Jeremie Macias Jan-May 2018Former Treasurer
Melissa Guyout CurrentSecretary
Amy Hoffman Puccinelli CurrentTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$254,397
Program Service Revenue
$81,260
Investment Income
$0
Other Revenue
$10,952
All Other Contributions
$254,397
Change in Net Assets
$48,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$297,937
Total Fundraising Expense$9,339
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$86,617$19,804-$106,421
Fees for Services Other$86,446$10-$86,456
All Other Expenses$10,391$8,843-$19,234
Advertising--$4,855$4,855
Other Expenses$4,749$7,600$4,484$4,484
Office Expenses-$860-$860
Insurance-$688-$688
Total Functional Expenses$250,793$37,805$9,339$297,937
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,772
Fundraising Direct Expenses$2,820
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
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Browman
Formed
2014
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
70

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 86,446. Management and general expenses 0. Fundraising expenses 0. Total expenses 86,446. Other professional fees: Program service expenses 0. Management and general expenses 10. Fundraising expenses 0. Total expenses 10.”

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IRS990/Desc0Heartwood 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.In 2018 the program suffered a major setback when the publicly funded charter school that provided funding for the teachers and students in our program self-revoked their charter. With this self-revocation the funding we relied on was significantly reduced and eventually cut completely. We relied on fundraising from the families to keep our program afloat which was successful but with a severely reduced budget. For the beginning of the 2018/19 school year we operated as a cooperative and helped support the families who formed their own classes. Each grade's families hired and directed the employment of an oversight educator but with no public funding whatsoever. We also started the process of researching the possibility of applying for an independent study charter.
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IRS990/MissionDesc0With 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is provided to the full board for review and comment prior to filing the returns.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 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/ExplanationTxt2The 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/ExplanationTxt3The Organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teachers: Program service expenses 86,446. Management and general expenses 0. Fundraising expenses 0. Total expenses 86,446. Other professional fees: Program service expenses 0. Management and general expenses 10. Fundraising expenses 0. Total expenses 10.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, line 11g
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IRS990/TotalAssetsGrp/EOYAmt0102978
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0254397
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09339
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037805
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0250793
IRS990/TotalFunctionalExpensesGrp/TotalAmt0297937
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt081260
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ReturnHeader/BusinessOfficerGrp/PersonNm0Greg Browman
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
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ReturnHeader/FilingSecurityInformation/IPTm017:47:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454060696
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CCA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02300 Contra Costa Blvd Ste 220
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ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,978
Liabilities
$0
Net assets
$102,978
Revenue
$346,609
Expenses
$297,937
Net income
$48,672
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.51$0.90$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.02$0.68$1.11$0.94$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.02$0.51$0.71$0.46$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.40$0.26$0.56$0.52$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$0.90$1.16$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$1.00$1.55$0.56
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$3.47$2.98$0.49
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.25$0.54$3.32$3.57$0.25
2016Summary only. Only limited summary data is available for this year.$0.89$0.09$0.80$2.68$2.51$0.17
2015Summary only. Only limited summary data is available for this year.$0.73$0.10$0.63$2.48$1.92$0.56
2014Summary only. Only limited summary data is available for this year.$0.08$0.02$0.06$0.09$0.03$0.06