Civic Intelligence

Heartwood Educational Collaborative

990EZ • Fiscal year 2021 • EIN 47-2834601

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

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

91st percentile

0.61x

Higher debt load relative to assets than 91% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

93rd percentile

0.72x

Higher debt load relative to revenue than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

49th percentile

7.7%

Higher net margin than 49% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

94th percentile

207%

Faster asset growth than 94% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

22nd percentile

-38%

Faster revenue growth than 22% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

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

Historical Trend

Balance Sheet Trend

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

2021

Assets$65,702
Liabilities$40,000
Net Assets$25,702

Operations Trend

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

2021

Revenue$55,924
Expenses$51,625
Net Income$4,299
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Gross Receipts
$55,924
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.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.

Program Services

DescriptionGrantsExpenses
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg BrowmanChairperson-$0--
Amy Hoffman PuccinelliTreasurerPT$0--
Melissa GuyoutSecretary-$0--
Sarah WotherspoonChairperson-$0--
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
2022-11-11
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Miscellaneous revenue. Amount: 4,100.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

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.

Form 990-EZ, Part I, Line 16 - Other Expenses

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.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Inventory. Beg. of Year Amount: 2,430. End of Year Amount: 2,430.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Grants payable. Beg. of Year Amount: 0. End of Year Amount: 40,000.

Raw XML Appendix167 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Organization
IRS990EZ/BooksInCareOfDetail/PhoneNum04153281080
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 822
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fairfax
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094978
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018973
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063272
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt051824
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt04299
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04355
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021403
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065702
IRS990EZ/GrantsAndSimilarAmountsPaidAmt040000
IRS990EZ/GrossReceiptsAmt055924
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021403
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025702
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021403
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025702
IRS990EZ/OccupancyRentUtltsAndMaintAmt01144
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Greg Browman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amy Hoffman Puccinelli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Melissa Guyout
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sarah Wotherspoon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairperson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Chairperson
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02430
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02430
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04583
IRS990EZ/OtherRevenueTotalAmt04100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The 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/PrintingPublicationsPostageAmt01543
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Heartwood 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/GrantsAndAllocationsAmt040000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042056
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt040000
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt051625
IRS990EZ/TotalProgramServiceExpensesAmt042056
IRS990EZ/TotalRevenueAmt055924
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0heartwoodcollaborative.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt051824
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt039512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt091681
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0254397
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0125256
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0562670
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0285200
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92140
IRS990ScheduleA/PublicSupportPY170Pct00.93140
IRS990ScheduleA/PublicSupportTotal170Amt0518451
IRS990ScheduleA/SubstantialContributorsTotAmt044219
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt051824
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt039512
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt091681
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0254397
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0125256
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0562670
IRS990ScheduleA/TotalSupportAmt0562670
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Miscellaneous revenue. Amount: 4,100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity 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/ExplanationTxt2Description: 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/ExplanationTxt3Description: Inventory. Beg. of Year Amount: 2,430. End of Year Amount: 2,430.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Grants payable. Beg. of Year Amount: 0. End of Year Amount: 40,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The 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/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Greg Browman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairperson
ReturnHeader/BusinessOfficerGrp/PhoneNum04153281080
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-11
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/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/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CCA LLP
ReturnHeader/ReturnTs02022-11-11T16:49:05-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Greg
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Browman
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings