Civic Intelligence

Heartwood Educational Collaborative

990 • Fiscal year 2019 • EIN 47-2834601

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-56%

Higher net margin than 7% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

8th percentile

-54%

Faster asset growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-71%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$47,158

Down $55,820 (-54%) from 2018

Net Assets

Down

$47,158

Down $55,820 (-54%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Down

$99,539

Down $247,070 (-71%) from 2018

Expenses

Down

$155,359

Down $142,578 (-48%) from 2018

Net Income

Down

-$55,820

Down $104,492 (-215%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2019

Assets$47,158
Liabilities$0
Net Assets$47,158
Open 2019 Filing

Operations Trend

Revenue Growth5th 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

2019

Revenue$99,539
Expenses$155,359
Net Income-$55,820
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$99,729
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
Accounts Receivable$25,880$28,361▲ $2,481
Cash and Non-Interest-Bearing Accounts$74,668$16,367▼ $58,301
Inventories for Sale or Use$2,430$2,430→ $0
Total Assets$102,978$47,158▼ $55,820
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$102,978$47,158▼ $55,820
Total Net Assets Fund Balance$102,978$47,158▼ $55,820
Total Liabilities and Net Assets / Fund Balance$102,978$47,158▼ $55,820
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Greg BrowmanChairperson
Tracy Lapera Jan-May 2019Vice Chairperson
Melissa GuyoutSecretary
Amy Hoffman PuccinelliTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$91,681
Program Service Revenue
$108
Investment Income
$0
Other Revenue
$7,750
All Other Contributions
$91,681
Change in Net Assets
$-55,820
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,359
Total Fundraising Expense$3,422
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$46,000$5,539-$51,539
Occupancy$41,646$4,627-$46,273
All Other Expenses$1,054$6,609-$7,663
Insurance-$3,701-$3,701
Advertising--$3,422$3,422
Other Expenses$2,785$5,175-$2,785
Total Functional Expenses$100,495$51,442$3,422$155,359
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,940
Fundraising Direct Expenses$190
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 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
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 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
2020-11-13
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
55

Preparer

Firm
Cca Llp
Address
2300 Contra Costa Blvd, Pleasant Hill, CA 94523
Preparer
Cca Llp
Phone
9256852911
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Administrative staff: Program service expenses 46,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 46,000. Other professional fees: Program service expenses 0. Management and general expenses 5,539. Fundraising expenses 0. Total expenses 5,539.”

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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 2019 the program applied for a separate charter authorization with Liberty School District and that charter was approved. Heartwood Charter School was created as an independent public charter school in Sonoma and Marin counties. Also in 2019, Heartwood Educational Collaborative worked closely with the new charter school to provide support for families and students as well as the charter school itself through grants for teachers and classes not funded under the new charter school, offsetting rental costs and offering parenting education programs. Heartwood Educational Collaborative is still committed to achieving fundraising goals and continued support for local independent study students.
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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 Organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Administrative staff: Program service expenses 46,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 46,000. Other professional fees: Program service expenses 0. Management and general expenses 5,539. Fundraising expenses 0. Total expenses 5,539.
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 C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, line 11g
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IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0heartwoodcollaborative.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Greg Browman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairperson
ReturnHeader/BusinessOfficerGrp/PhoneNum04153281080
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heartwood Educational Collaborative
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0472834601
ReturnHeader/Filer/PhoneNum04153281080
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 822
ReturnHeader/Filer/USAddress/CityNm0Fairfax
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094978
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D8FC6D2B4B961B03C3571F252B9F796928178899
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.24.132.41
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:59:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454060696
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CCA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02300 Contra Costa Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pleasant Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094523
ReturnHeader/PreparerPersonGrp/PhoneNum09256852911
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CCA LLP
ReturnHeader/ReturnTs02020-11-13T11:00:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,158
Liabilities
$0
Net assets
$47,158
Revenue
$99,539
Expenses
$155,359
Net income
-$55,820
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
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$1.00$1.55$0.56
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$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