Civic Intelligence

Healdsburg Education Foundation

990 • Fiscal year 2016 • EIN 68-0051242

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 04, 2017

Organization ProfileWWW.HEFSCHOOL.COM
PO Box 1668Healdsburg, CA 95448

(707) 433-1223

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

12th percentile

-27%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

40th percentile

$35,625

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

15th percentile

-8.1%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-35%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$1,302,401

Down $115,203 (-8.1%) from 2015

Net Assets

Down

$1,301,257

Down $112,169 (-7.9%) from 2015

Liabilities

Down

$1,144

Down $3,034 (-73%) from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin12th percentile

Revenue

Down

$420,238

Down $228,756 (-35%) from 2015

Expenses

Down

$532,406

Down $58,306 (-9.9%) from 2015

Net Income

Down

-$112,168

Down $170,450 (-292%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2016

Assets$1,302,401
Liabilities$1,144
Net Assets$1,301,257
Open 2016 Filing

Operations Trend

Revenue Growth9th 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

2016

Revenue$420,238
Expenses$532,406
Net Income-$112,168
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 4, 2017
Return Version
2015v3.0
Gross Receipts
$443,214
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,126,489$964,539▼ $161,950
Cash and Non-Interest-Bearing Accounts$289,704$337,016▲ $47,312
Land, Buildings, and Equipment, Net$1,411$846▼ $565
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$1,417,604$1,302,401▼ $115,203
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$4,178$1,144▼ $3,034
Total Liabilities$4,178$1,144▼ $3,034
Net Assets / Fund Balance
Permanently Rstr Net Assets$952,939$1,014,109▲ $61,170
Temporarily Rstr Net Assets$389,023--
Unrestricted Net Assets$71,464$287,148▲ $215,684
Total Net Assets Fund Balance$1,413,426$1,301,257▼ $112,169
Total Liabilities and Net Assets / Fund Balance$1,417,604$1,302,401▼ $115,203

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$846$918$1,764
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bette PerezExecutive DirectorFT$35,625$35,625

Board Members and Trustees

NameTitle
Dana GrandePresident
Buffy SchaezleinDirector
Byron SebastianDirector
Divina GironDirector
Emily McgrathDirector
John HoltDirector
Juli MuhlemanDirector
Kirk BowmanDirector
Marian VanalyeaDirector
Mary BurkeDirector
Steven VargasDirector
Yolanda GironDirector
Brandi SeppiSecretary
Henk PeetersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$419,269
Program Service Revenue
$0
Investment Income
$969
Other Revenue
$0
All Other Contributions
$419,269
Change in Net Assets
$-112,168
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$412,476
Salaries, Compensation, and Employee Benefits$87,108
Total Fundraising Expense$55,465
Other Expenses$32,822
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$365,445--$365,445
Grants to Domestic Individuals$47,031--$47,031
Comp Disqual Persons$11,231$11,231$22,463$44,925
Current Officers, Directors, Trustees, and Key Employees$10,688$7,125$17,812$35,625
Fees for Services Accounting-$7,815-$7,815
Payroll Taxes$1,639$1,640$3,279$6,558
Fees for Service Investment Mgmnt Fees-$6,341-$6,341
Information Technology-$328$4,326$4,654
Advertising--$4,355$4,355
Insurance-$2,469-$2,469
Office Expenses-$1,270-$1,270
Fees for Services Other-$158$764$922
Travel-$646-$646
Depreciation Depletion$565--$565
Other Expenses-$291$301$291
Conferences and Meetings--$287$287
All Other Expenses-$166-$166
Total Functional Expenses$436,599$40,342$55,465$532,406
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Healdsburg Unified School DisHealdsburg, CA-Support Programs and Operations$358,560
Healdsburg Science FairHealdsburg, CA-To Support Science Fair$6,885
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
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

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

Signing Officer

Name
Dana Grande
Title
President
Signed
2017-02-04
Discuss with paid preparer
Yes

Organization Details

Formed
1985
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
2

Preparer

Firm
Brush Bernard
Address
101 W North St, Healdsburg, CA 95448
Preparer
Robert M Bernard CPA
Phone
7074338800
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“ADJUSTMENT = -$1”

Raw XML AppendixShowing 400 of 530 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/ActivityOrMissionDesc0THE 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.
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IRS990/Desc0FUNDING PRIORITIES FOR FY 15/16 INCLUDED:ACCELERATED ENGLISH (AE) PROGRAM: HEF SUPPORTED HEALDSBURG UNIFIED WITH FUNDING FOR TEACHER COACHING CONSULTING SERVICES. AE AIMS TO INCREASE STUDENT ACHIEVEMENT THROUGH GRAMMAR BASED INSTRUCTIONAL STRATEGIES DESIGNED TO ACCELERATE ENGLISH LANGUAGE PROFICIENCY AND ACADEMIC CONTENT: THE OVERARCHING GOAL IS TO MAKE ENGLISH LANGUAGE LEARNERS PROFICIENT IN ENGLISH AS SOON AS POSSIBLE SO THAT THEY ARE ABLE TO FULLY ACCESS ACADEMIC CORE CONTENT.K-5 ENRICHMENT: HEF PARTNERS WITH THE HEALDSBURG UNIFIED SCHOOL DISTRICT TO PROVIDE K-5 ENRICHMENT CLASSES TO K-5 STUDENTS, SUCH AS GARDEN/NURTRITION, FITNESS, LEGO-ROBOTICS, DRAMA, MUSIC, SCIENCE EXPOLORATION AND CHESS.K-12 ART & MUSIC: HEF SUPPORTS THE HEADLSBURG SCHOOL DISTRICT IN THEIR K-12 ART AND MUSIC PROGRAMS. HEF PROVIDED FUNDING SUPPORT FOR 5TH GRADE BAND INSTRUCTION, JUNIOR HIGH AND SENIOR HIGH MUSIC INSTRUCTION, AS WELL AS VISUAL ARTS(FINE ARTS, DIGITAL FILM, AND DRAMA) AT THE SENIOR HIGH SCHOOL.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 SUPPORT OF THE NEW ROBOTICS PROGRAM AT THE JUNIOR HIGH SCHOOL AND SUPPORTED THE ENGINEERING PRINCIPLES CLUB AT THE SENIOR HIGH SCHOOL.PASITOS: HELPED FUND THE THIRD YEAR OF AN EARLY PRE-SCHOOL AND PARENT EDUCATION PROGRAM FOR SPANISH SPEAKING FAMILIES DESIGNED TO PROMOTE KINDERGARTEN READINESS AND EARLY LITERACY.MIKE HAUSER ALGEBRA ACADEMY: PROVIDED FOR SEVERAL STUDENTS TO ATTEND AND COMPLETE THE MIKE HAUSER ALGEBRA ACADEMY.HIGH SCHOOL ACADEMIC INTERNSHIP PROGRAM AND SENIOR PROJECTS: HEF PARTNERED WITH THE HEALDSBURG UNIFIED SCHOOL DISTRICT TO FUND THE VERY SUCCESSFUL HHS ACADEMIC INTERNSHIP PROGRAM, WHICH TAUGHT JOB SKILL AND PLACED ALL 160 MEMBERS OF THE JUNIOR CLASS WITH LOCAL BUSINESSES IN A 5-WEEK INTERNSHIP. HEF ALSO PROVIDED FUNDS FOR THE SENIOR CIVIC ACTION PROJECTS.HEALDSBURG ELEMENTARY CAMPUS 'LEARNING COMMONS': HEF PROVIDED FUNDS TO HELP RENOVATE AND TRANSFORM THE HEALDSBURG ELEMENTARY CAMPUS LIBRARY INTO A 21ST CENTURY 'LEARNING COMMONS'.
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Dir.
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IRS990/MembersOrStockholdersInd0false
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IRS990/MissionDesc0THE 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.
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IRS990/OtherExpensesGrp/Desc2CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/FundraisingAmt11015
IRS990/OtherExpensesGrp/FundraisingAmt2301
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PayrollTaxesGrp/ProgramServicesAmt01639
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IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS: HEF ADMINISTERED THE FUNDS THAT AWARD SEVERAL SCHOLARSHIPS TO GRADUATES AND ALUMNI.SCHOLARSHIPS INCLUDE:VAN ORNUM VOCATIONAL SCHOLARSHIP ALBERTINA L. ZANZI MEMORIAL SCHOLARSHIPELLA HAFNER MEMORIAL SCHOLARSHIPETHEL MARIE OAKLEAF SCHOLARSHIPRICHY BEAUMONT AWARD LENA CHRISTENSEN ART FUNDMICHAEL BEAVER L.A.U.G.H. MEMORIAL SCHOLARSHIPPHYLLIS WALTERS MEMORIAL SCHOLARSHIPDAVE MILLER FAIR PLAY SCHOLARSHIPMichael Beaver L.A.U.G.H. Memorial Scholarship Phyllis Walters Memorial Scholarship Dave Miller Fair Play Scholarship
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IRS990/ProgSrvcAccomActy3Grp/Desc0DONOR DESIGNATED PROJECTS AND PROGRAMS: INCLUDED PROVIDING SUPPORT FOR THE HIGH SCHOOL ACADEMIES, DONOR SPECIFIC TEACHER/CLASS DONATIONS AND PROGRAM SCHOLARSHIPS.
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IRS990/PYOtherRevenueAmt01427
IRS990/PYRevenuesLessExpensesAmt058282
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,302,401
Liabilities
$1,144
Net assets
$1,301,257
Revenue
$420,238
Expenses
$532,406
Net income
-$112,168
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