Liabilities / Assets
91st percentile
Higher debt load relative to assets than 91% of similar nonprofits.
990EZ • Fiscal year 2021 • EIN 47-2834601
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
91st percentile
Higher debt load relative to assets than 91% of similar nonprofits.
Liabilities / Revenue
93rd percentile
Higher debt load relative to revenue than 93% of similar nonprofits.
Net Margin
49th percentile
Higher net margin than 49% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
94th percentile
Faster asset growth than 94% of similar nonprofits.
Revenue Growth
22nd percentile
Faster revenue growth than 22% of similar nonprofits.
Assets
Up$65,702
Up $44,299 (+207%) from 2020
Net Assets
Up$25,702
Up $4,299 (+20%) from 2020
Liabilities
Up$40,000
Up $40,000 from 2020
Revenue
Down$55,924
Down $34,112 (-38%) from 2020
Expenses
Down$51,625
Down $64,166 (-55%) from 2020
Net Income
Up$4,299
Up $30,054 (+117%) from 2020
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.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.
| Description | Grants | Expenses |
|---|---|---|
| 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 financial support and volunteer organizing assistance oriented toward Waldorf inspired teaching methods 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. In 2020 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. | $40,000 | $42,056 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Greg Browman | Chairperson | - | $0 | - | - |
| Amy Hoffman Puccinelli | Treasurer | PT | $0 | - | - |
| Melissa Guyout | Secretary | - | $0 | - | - |
| Sarah Wotherspoon | Chairperson | - | $0 | - | - |
“Description: Miscellaneous revenue. Amount: 4,100.”
“Activity Classification: General Support. Grantee Name: Heartwood Charter School. Grantee Address: 170 Liberty School Road Petaluma, CA 94952. Grantee Relationship: None. Date of Gift: 12/15/21. Amount Given: 40,000.”
“Description: Apparel cost. Amount: 1,045. Description: Bank fees. Amount: 91. Description: School activities. Amount: 328. Description: Insurance. Amount: 3,119. Total to Form 990-EZ, line 16: 4,583.”
“Description: Inventory. Beg. of Year Amount: 2,430. End of Year Amount: 2,430.”
“Description: Grants payable. Beg. of Year Amount: 0. End of Year Amount: 40,000.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | The Organization |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4153281080 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | P O Box 822 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Fairfax |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94978 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 18973 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 63272 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 51824 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 4299 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 4355 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 21403 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 65702 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 40000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 55924 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 21403 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 25702 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 21403 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 25702 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 1144 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 8.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Greg Browman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Amy Hoffman Puccinelli |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Melissa Guyout |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Sarah Wotherspoon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Chairperson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Chairperson |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 2430 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 2430 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 4583 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 4100 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | The Organization provides educational support for homeschool students.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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1543 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 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 financial support and volunteer organizing assistance oriented toward Waldorf inspired teaching methods 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. In 2020 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 40000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 42056 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 40000 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 51625 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 42056 |
| IRS990EZ/TotalRevenueAmt | 0 | 55924 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | heartwoodcollaborative.org |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 51824 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 39512 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 91681 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 254397 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 125256 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 562670 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 285200 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.92140 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.93140 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 518451 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 44219 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 51824 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 39512 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 91681 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 254397 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 125256 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 562670 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 562670 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: Miscellaneous revenue. Amount: 4,100. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Activity Classification: General Support. Grantee Name: Heartwood Charter School. Grantee Address: 170 Liberty School Road Petaluma, CA 94952. Grantee Relationship: None. Date of Gift: 12/15/21. Amount Given: 40,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: Apparel cost. Amount: 1,045. Description: Bank fees. Amount: 91. Description: School activities. Amount: 328. Description: Insurance. Amount: 3,119. Total to Form 990-EZ, line 16: 4,583. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description: Inventory. Beg. of Year Amount: 2,430. End of Year Amount: 2,430. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Description: Grants payable. Beg. of Year Amount: 0. End of Year Amount: 40,000. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 8 - Other Revenue |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part II, Line 24 - Other Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part II, Line 26 - Other Liabilities |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| 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 | 2022-11-11 |
| 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/PreparerFirmGrp/PreparerFirmEIN | 0 | 454060696 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CCA LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2300 Contra Costa Blvd |
| 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 | 2022-11-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CCA LLP |
| ReturnHeader/ReturnTs | 0 | 2022-11-11T16:49:05-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Greg |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Browman |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.