Civic Intelligence

Healdsburg Education Foundation

990 • Fiscal year 2014 • EIN 68-0051242

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 12, 2014

Organization ProfileWWW.HEFSCHOOL.COM
PO Box 166895448

(707) 433-1223

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

45th percentile

$52,500

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

93rd percentile

63%

Faster asset growth than 93% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

80th percentile

27%

Faster revenue growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,361,337

Up $524,287 (+63%) from 2013

Net Assets

Up

$1,357,462

Up $575,412 (+74%) from 2013

Liabilities

Down

$3,875

Down $51,125 (-93%) from 2013

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin95th percentile

Revenue

$855,420

No earlier filing loaded for comparison.

Expenses

Down

$293,459

Down $281,669 (-49%) from 2013

Net Income

$561,961

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$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

2014

Assets$1,361,337
Liabilities$3,875
Net Assets$1,357,462
Open 2014 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$855,420
Expenses$293,459
Net Income$561,961
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 12, 2014
Return Version
2013v3.1
Gross Receipts
$855,420
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.

The healdsburg education foundation (hef) raises funds to support excellent k-12 education for all students in the healdsburg public schools. Hef supports initiatives that directly benefit healdsburg public school students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$738,870$1,085,384▲ $346,514
Cash and Non-Interest-Bearing Accounts$95,862$273,635▲ $177,773
Land, Buildings, and Equipment, Net$2,318$2,318→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$837,050$1,361,337▲ $524,287
Other Assets Total-$0-
Liabilities
Grants Payable$55,000--
Accounts Payable and Accrued Expenses-$3,875-
Total Liabilities$55,000$3,875▼ $51,125
Net Assets / Fund Balance
Permanently Rstr Net Assets$202,772$530,207▲ $327,435
Temporarily Rstr Net Assets$536,109$502,414▼ $33,695
Unrestricted Net Assets$43,169$324,841▲ $281,672
Total Net Assets Fund Balance$782,050$1,357,462▲ $575,412
Total Liabilities and Net Assets / Fund Balance$837,050$1,361,337▲ $524,287

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,318-$2,318
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bette PerezExecutive DirectorFT$52,500$52,500
Pamela SwanExecutive DirectorFT$29,583$29,583

Board Members and Trustees

NameTitle
Mary BurkePresident
Dana GrandeVice President
Brandi SeppiDirector
Divina GironDirector
Emily McgrathDirector
Gina FontanaDirector
John HoltDirector
John LloydDirector
Kirk BowmanDirector
Nancy BrushDirector
Patrick LlerenaDirector
Steven VargasDirector
Yolanda GironDirector
Nicole RossSecretary
Juli MuhlemanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$761,541
Program Service Revenue
$0
Investment Income
$91,761
Other Revenue
$2,118
All Other Contributions
$761,541
Change in Net Assets
$561,961

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded3$34,875
Total Noncash Contributions3$34,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$135,823
Grants and Similar Amounts Paid$120,512
Total Fundraising Expense$81,601
Other Expenses$37,124
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$98,982--$98,982
Other Salaries and Wages$19,678$16,719$36,396$72,793
Current Officers, Directors, Trustees, and Key Employees$15,750$10,500$26,250$52,500
Grants to Domestic Individuals$21,530--$21,530
Payroll Taxes-$10,530-$10,530
Advertising--$8,637$8,637
Fees for Service Investment Mgmnt Fees-$4,946-$4,946
Fees for Services Accounting-$4,025-$4,025
Information Technology-$33$3,197$3,230
Office Expenses-$3,088-$3,088
Insurance-$2,927-$2,927
Conferences and Meetings-$531$175$706
All Other Expenses-$372$177$549
Other Expenses-$510$699$510
Travel-$286-$286
Fees for Services Other-$126$64$190
Total Functional Expenses$155,940$55,918$81,601$293,459
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---Support Programs and Operations$92,632
---Support Science Fair$6,350
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,118
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

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

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

EIN
68-0051242
Phone
7074331223

Signing Officer

Name
Dana Grande
Title
Vice President
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
1985
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
3

Preparer

Preparer
Robert M Bernard CPA
Phone
7074338800
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Pin (parent info network) should have been included with hef = $13451”

Raw XML AppendixShowing 400 of 566 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
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IRS990/MissionDesc0THE HEALDSBURG EDUCATION FOUNDATION (HEF) RAISES FUNDS TO SUPPORT EXCELLENT K-12 EDUCATION FOR ALL STUDENTS IN THE HEALDSBURG PUBLIC SCHOOLS. HEF SUPPORTS INITIATIVES THAT DIRECTLY BENEFIT HEALDSBURG PUBLIC SCHOOL STUDENTS. HEF FUNDS PROGRAMS THAT GENERATE STRONG LEARNING OUTCOMES, WITH SPECIAL ATTENTION TO EFFORTS THAT REDUCE THE ACHIEVEMENT GAP AND INCREASE GRADUATION RATES. HEF SERVES AS A STUDENT ADVOCATE BY DIRECTING FUNDS TO PROGRAMS THAT ENABLE STUDENTS TO REACH THEIR HIGHEST POTENTIAL.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Funding Priorities: Vital 21st Century Education Programs including:Accelerated English Program: HEF helped fund a new K-12 English learning program, which aims to increase student achievement through powerful instructional strategies designed to accelerate learning (both English Language proficiency and academic content): The overarching goal is to close the achievement gap so that every student reaches the highest levels.K-5 Enrichment : HEF partners with the Healdsburg Unified School District to provide K-5 Enrichment classes to K-5 students, such as Garden/Nutrition, Fitness, Lego-robotics, Drama, Music, Science Exploration and Chess.K-12 Art & Music: HEF is working with the Healdsburg School District to re-establish a strong K-12 Art and Music Program. In 2013-2014 HEF funded the 5th Grade Music, Introduction-to-Band teacher, a music assistant for the Jr. High band, and a Master Teacher for the High School and Jr. High Jazz Band.K-12 Library: Provided the funds to extend library hours after school for the Jr. High and High Schools. HEF also provided funds for books, research databases and other technology rich resources.K-12 Technology: HEF provided funds to furnish and equip the Extended Learning Lab at the Fitch Mountain Elementary School campus. We also solicited and received grants to purchase iPads at other school sites.Construction and Sustainability Academy (CASA): HEF supported the very successful CASA program with materials, equipment and building supplies.K-12 Social/Emotional Learning: Toolbox Program, providing positive communication tools and training to students, staff and parents.PIQE Program: Parent Involvement for Quality Education Provided funds for parent education classes, conducted in Spanish, that are designed to help parents navigate the school system and learn how best to support their childs education.Pasitos: Helped fund a pilot an early pre-school and parent education program for Spanish speaking families.Mike Hauser Algebra Academy: Provided for 19 students to attend and complete the Mike Hauser Algebra Academy in June 2014.High School Academic Internship Program: HEF partnered with the Healdsburg Unified School District to fund the very successful HHS Academic Internship Program, which taught job skills and placed all 190 members of the junior class with local businesses in a 5-week internship.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Scholarships: HEF Provided a total of $14,950 in scholarship funds to 22 graduating seniors and 1 alumnus.Scholarships include:Van Ornum Vocational Scholarship Six 2013 Graduates and one alumnusAlbertina L. Zanzi Memorial Scholarship One 2013 GraduateRichard Bermudes Scholarship One 2013 GraduateElla Hafner Memorial Scholarship One 2013 GraduateEthel Marie Oakleaf Scholarship - One 2013 GraduateElena Xochitl Snedden Memorial Scholarhsip One 2013 GraduateJoan Lee Wohler La Salle Scholarship One 2013 GraduateRichy Beaumont Award Eight 2014 GraduatesLena Christensen Art Fund Two 2014 Graduates
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,361,337
Liabilities
$3,875
Net assets
$1,357,462
Revenue
$855,420
Expenses
$293,459
Net income
$561,961
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