Civic Intelligence

Healdsburg Education Foundation

990 • Fiscal year 2017 • EIN 68-0051242

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

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

18th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

15th percentile

-16%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

47th percentile

$56,538

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

22nd percentile

-4.0%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

45%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$1,250,025

Down $52,376 (-4.0%) from 2016

Net Assets

Down

$1,248,237

Down $53,020 (-4.1%) from 2016

Liabilities

Up

$1,788

Up $644 (+56%) from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin15th percentile

Revenue

Up

$608,361

Up $188,123 (+45%) from 2016

Expenses

Up

$708,419

Up $176,013 (+33%) from 2016

Net Income

Up

-$100,058

Up $12,110 (+11%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2017

Assets$1,250,025
Liabilities$1,788
Net Assets$1,248,237
Open 2017 Filing

Operations Trend

Revenue Growth85th 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

2017

Revenue$608,361
Expenses$708,419
Net Income-$100,058
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.0
Gross Receipts
$608,361
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. 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$964,539$752,342▼ $212,197
Cash and Non-Interest-Bearing Accounts$337,016$497,175▲ $160,159
Land, Buildings, and Equipment, Net$846$508▼ $338
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$1,302,401$1,250,025▼ $52,376
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,144$1,788▲ $644
Total Liabilities$1,144$1,788▲ $644
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,014,109$729,894▼ $284,215
Unrestricted Net Assets$287,148$518,343▲ $231,195
Total Net Assets Fund Balance$1,301,257$1,248,237▼ $53,020
Total Liabilities and Net Assets / Fund Balance$1,302,401$1,250,025▼ $52,376

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$508$1,256$1,764

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,014,109$200▲ $29,656$314,071$729,894
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joaquin Blanco-pelucarteExecutive DirectorFT$56,538$56,538

Board Members and Trustees

NameTitle
Dana GrandePresident
Buffy SchaezleinDirector
Byron SebastianDirector
Divina GironDirector
Emily McgrathDirector
Kirk BowmanDirector
Marian VanalyeaDirector
Mary BurkeDirector
Mary Lou EddingerDirector
Matt BartlettDirector
Sara LeffewDirector
Yolanda GironDirector
Brandi SeppiSecretary
Henk PeetersTreasurer
Juli MuhlemanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$578,705
Program Service Revenue
$0
Investment Income
$29,656
Other Revenue
$0
All Other Contributions
$578,705
Change in Net Assets
$-100,058
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$578,193
Salaries, Compensation, and Employee Benefits$98,437
Total Fundraising Expense$64,192
Other Expenses$31,789
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$568,831--$568,831
Current Officers, Directors, Trustees, and Key Employees$16,961$11,308$28,269$56,538
Comp Disqual Persons$8,409$8,409$16,816$33,634
Grants to Domestic Individuals$9,362--$9,362
Payroll Taxes$2,066$2,066$4,133$8,265
Fees for Services Accounting-$6,701-$6,701
Fees for Service Investment Mgmnt Fees-$4,955-$4,955
Information Technology--$4,591$4,591
Advertising--$2,543$2,543
Office Expenses-$2,476-$2,476
Fees for Services Other-$105$1,163$1,268
Insurance-$749-$749
Other Expenses-$310$478$478
All Other Expenses-$139$230$369
Depreciation Depletion-$338-$338
Travel-$125-$125
Conferences and Meetings--$65$65
Total Functional Expenses$605,629$38,598$64,192$708,419
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Healdsburg Unified School DisHealdsburg, CA-Support Programs and Operations$560,756
Healdsburg Science FairHealdsburg, CA-To Support Science Fair$8,075
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
2018-05-11
Discuss with paid preparer
Yes

Organization Details

Formed
1985
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
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 Increases

“ADJUSTMENT = $1”

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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Dir.
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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/OtherExpensesGrp/Desc3CREDIT CARD FEES
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04133
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02066
IRS990/PayrollTaxesGrp/ProgramServicesAmt02066
IRS990/PayrollTaxesGrp/TotalAmt08265
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0729894
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IRS990/ProfessionalFundraisingInd0false
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IRS990/PYSalariesCompEmpBnftPaidAmt087108
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt048197
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,250,025
Liabilities
$1,788
Net assets
$1,248,237
Revenue
$608,361
Expenses
$708,419
Net income
-$100,058
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