Civic Intelligence

Healdsburg Education Foundation

EIN 68-0051242 • 501(c)3 • Healdsburg, CA

Profile

Our mission is to bring together healdsburg public schools and its generous community to promote and invest in programs and initiatives that have the greatest impact on student learning and that help prepare all of our k-12 students for college, career, and citizenship.

PO Box 1668Healdsburg, CA 95448

www.healdsburgeducationfoundation.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-38%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,312,246

Up $169,590 (+15%) from 2023

Liabilities

Down

$22

Down $26 (-54%) from 2023

Net Assets

Up

$1,312,224

Up $169,616 (+15%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin94th percentile

Revenue

Down

$131,985

Down $82,398 (-38%) from 2023

Expenses

Down

$39,171

Down $236,300 (-86%) from 2023

Net Income

Up

$92,814

Up $153,902 (+252%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $578,995Liabilities 2011: $0Net Assets 2011: $578,9952011Assets 2012: $750,804Liabilities 2012: $2,122Net Assets 2012: $748,6822012Assets 2013: $837,050Liabilities 2013: $55,000Net Assets 2013: $782,0502013Assets 2014: $1,361,337Liabilities 2014: $3,875Net Assets 2014: $1,357,4622014Assets 2015: $1,417,604Liabilities 2015: $4,178Net Assets 2015: $1,413,4262015Assets 2016: $1,302,401Liabilities 2016: $1,144Net Assets 2016: $1,301,2572016Assets 2017: $1,250,025Liabilities 2017: $1,788Net Assets 2017: $1,248,2372017Assets 2018: $1,273,932Liabilities 2018: $1,000Net Assets 2018: $1,272,9322018Assets 2019: $1,215,839Liabilities 2019: $2,931Net Assets 2019: $1,212,9082019Assets 2020: $1,203,361Liabilities 2020: $25,805Net Assets 2020: $1,177,5562020Assets 2021: $1,166,990Liabilities 2021: $106Net Assets 2021: $1,166,8842021Assets 2022: $1,158,457Liabilities 2022: $0Net Assets 2022: $1,158,4572022Assets 2023: $1,142,656Liabilities 2023: $48Net Assets 2023: $1,142,6082023Assets 2024: $1,312,246Liabilities 2024: $22Net Assets 2024: $1,312,2242024

Highlighted filing

2024

Assets$1,312,246
Liabilities$22
Net Assets$1,312,224
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $525,982Expenses 2011: $465,089Net Income 2011: $60,8932011Revenue 2012: $526,699Expenses 2012: $345,962Net Income 2012: $180,7372012Expenses 2013: $575,1282013Revenue 2014: $855,420Expenses 2014: $293,459Net Income 2014: $561,9612014Revenue 2015: $648,994Expenses 2015: $590,712Net Income 2015: $58,2822015Revenue 2016: $420,238Expenses 2016: $532,406Net Income 2016: -$112,1682016Revenue 2017: $608,361Expenses 2017: $708,419Net Income 2017: -$100,0582017Revenue 2018: $532,730Expenses 2018: $543,923Net Income 2018: -$11,1932018Revenue 2019: $534,338Expenses 2019: $604,987Net Income 2019: -$70,6492019Revenue 2020: $435,906Expenses 2020: $467,805Net Income 2020: -$31,8992020Revenue 2021: $256,811Expenses 2021: $402,048Net Income 2021: -$145,2372021Revenue 2022: $169,860Expenses 2022: $71,764Net Income 2022: $98,0962022Revenue 2023: $214,383Expenses 2023: $275,471Net Income 2023: -$61,0882023Revenue 2024: $131,985Expenses 2024: $39,171Net Income 2024: $92,8142024

Highlighted filing

2024

Revenue$131,985
Expenses$39,171
Net Income$92,814
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,312,246
Liabilities
$22
Net assets
$1,312,224
Revenue
$131,985
Expenses
$39,171
Net income
$92,814
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.13$0.04$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.21$0.28$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.17$0.07$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.26$0.40$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.03$1.18$0.44$0.47$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.21$0.53$0.60$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.53$0.54$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.61$0.71$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.42$0.53$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.41$0.65$0.59$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.86$0.29$0.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.06$0.78$0.58
2012Summary only. Only limited summary data is available for this year.$0.75$0.00$0.75$0.53$0.35$0.18
2011Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.53$0.47$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$131,985
Mission and Program Overview

Mission

The healdsburg education foundation (hef) brings our public schools & generous community together to promote & invest in programs & initiatives that have the greatest impact on student learning & that help prepare all of our k-12 students for college, career & citizenship.

Healdsburg education foundation (hef) raises funds from healdsburg community members as well as institutions to support the healdsburg public school students. Hef selects programs to fund that will serve the greatest number of students in the most equitable manner, with a focus on initiatives that promote college and career success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$982,314$1,082,686▲ $100,372
Cash and Non-Interest-Bearing Accounts$160,342$229,560▲ $69,218
Total Assets$1,142,656$1,312,246▲ $169,590
Liabilities
Accounts Payable and Accrued Expenses$48$22▼ $26
Total Liabilities$48$22▼ $26
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$511,430$681,046▲ $169,616
Net Assets With Donor Restrictions$631,178$631,178→ $0
Total Net Assets Fund Balance$1,142,608$1,312,224▲ $169,616
Total Liabilities and Net Assets / Fund Balance$1,142,656$1,312,246▲ $169,590

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,764$1,764
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Dalia NietoPresident
Chris Vanden HeuvelDirector
Danielle DezorziDirector
Marcy FloresDirector
Rose McallisterDirector
Mikaela SainiSecretary
Martha ZermenoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$108,219
Program Service Revenue
$0
Investment Income
$23,766
Other Revenue
$0
All Other Contributions
$108,219
Change in Net Assets
$92,814
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,273
Total Fundraising Expense$14,403
Salaries, Compensation, and Employee Benefits$4,898
Grants and Similar Amounts Paid$4,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$5,150$4,573$9,723
Fees for Services Legal-$4,940-$4,940
Other Salaries and Wages-$4,397-$4,397
Advertising--$4,142$4,142
Grants to Domestic Orgs$4,000--$4,000
Information Technology--$1,579$1,579
Insurance-$1,190-$1,190
Conferences and Meetings-$80$477$557
Payroll Taxes-$501-$501
Fees for Services Other-$250-$250
Travel-$100-$100
Other Expenses-$2,204$32$32
Total Functional Expenses$4,000$20,768$14,403$39,171
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
No
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
Yes
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, Page 6, Part VI, Line 11B

“The foundation's accountant presents the tax returns at a meeting before submission.”

Form 990, Page 6, Part VI, Line 15A

“Compensation is recommended by a member of the executive committee and reviewed within that committee. It is then presented to the board for a vote annually.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Healdsburg Education Foundation
EIN
68-0051242
Phone
7074331223
Address
PO BOX 1668, HEALDSBURG, CA 95448

Signing Officer

Name
Martha Zermeno
Title
Treasurer
Phone
7074331223
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dalia Nieto
Formed
1985
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
1

Preparer

Firm
Professional Practice Consultants Inc
Address
760 VILLAGE CENTER DR STE 240, BURR RIDGE, IL 60527
Preparer
Lori L Stadler CPA
Phone
6304721600
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Our mission is to bring together healdsburg public schools and its generous community to promote and invest in programs and initiatives that have the greatest impact on student learning and that help prepare all of our k-12 students for college, career, and citizenship.”

Raw XML Appendix353 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.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0414058
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt01764
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01764
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR MISSION IS TO BRING TOGETHER HEALDSBURG PUBLIC SCHOOLS AND ITS GENEROUS COMMUNITY TO PROMOTE AND INVEST IN PROGRAMS AND INITIATIVES THAT HAVE THE GREATEST IMPACT ON STUDENT LEARNING AND THAT HELP PREPARE ALL OF OUR K-12 STUDENTS FOR COLLEGE, CAREER, AND CITIZENSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION'S ACCOUNTANT PRESENTS THE TAX RETURNS AT A MEETING BEFORE SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS RECOMMENDED BY A MEMBER OF THE EXECUTIVE COMMITTEE AND REVIEWED WITHIN THAT COMMITTEE. IT IS THEN PRESENTED TO THE BOARD FOR A VOTE ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0185 QUARRY RIDGE CT
IRS990/USAddress/CityNm0HEALDSBURG
IRS990/USAddress/StateAbbreviationCd0CA
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IRS990/WebsiteAddressTxt0WWW.HEALDSBURGEDUCATIONFOUNDATION.COM
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA ZERMENO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07074331223
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALDSBURG EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0680051242
ReturnHeader/Filer/PhoneNum07074331223
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1668
ReturnHeader/Filer/USAddress/CityNm0HEALDSBURG
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364476856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROFESSIONAL PRACTICE CONSULTANTS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0760 VILLAGE CENTER DR STE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURR RIDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060527
ReturnHeader/PreparerPersonGrp/PhoneNum06304721600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI L STADLER CPA
ReturnHeader/ReturnTs02025-05-15T16:53:01-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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