Civic Intelligence

Healdsburg Education Foundation

990 • Fiscal year 2019 • EIN 68-0051242

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

Organization ProfileWWW.HEALDSBURGEDUCATIONFOUNDATION.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

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

21st percentile

-4.6%

Faster asset growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

40th percentile

0.3%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$1,215,839

Down $58,093 (-4.6%) from 2018

Net Assets

Down

$1,212,908

Down $60,024 (-4.7%) from 2018

Liabilities

Up

$2,931

Up $1,931 (+193%) from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin18th percentile

Revenue

Up

$534,338

Up $1,608 (+0.3%) from 2018

Expenses

Up

$604,987

Up $61,064 (+11%) from 2018

Net Income

Down

-$70,649

Down $59,456 (-531%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2019

Assets$1,215,839
Liabilities$2,931
Net Assets$1,212,908
Open 2019 Filing

Operations Trend

Revenue Growth40th 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

2019

Revenue$534,338
Expenses$604,987
Net Income-$70,649
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$534,338
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 healsburg public school students. Hef selects programs to fund that will serve the greatest number of students in the most eqiitable manner, with a focus on initiatives that promote college and career success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$799,649$837,324▲ $37,675
Cash and Non-Interest-Bearing Accounts$473,978$378,413▼ $95,565
Land, Buildings, and Equipment, Net$305$102▼ $203
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$1,273,932$1,215,839▼ $58,093
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$999$2,928▲ $1,929
Other Liabilities$1$3▲ $2
Total Liabilities$1,000$2,931▲ $1,931
Net Assets / Fund Balance
Permanently Rstr Net Assets$781,893$850,062▲ $68,169
Unrestricted Net Assets$491,039$362,846▼ $128,193
Total Net Assets Fund Balance$1,272,932$1,212,908▼ $60,024
Total Liabilities and Net Assets / Fund Balance$1,273,932$1,215,839▼ $58,093

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$102$1,662$1,764
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Dennis AgnosPresident
Sara LeffewVice President
Buffy SchaezleinDirector
Byron SebastianDirector
Dana GrandeDirector
Divina GironDirector
Henk PeetersDirector
Marian Van AlyeaDirector
Mary BurkeDirector
Mary Lou EddingerDirector
Matt BartlettDirector
Mel SchatzDirector
Brandi SeppiSecretary
Juli MuhlemanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$516,007
Program Service Revenue
$0
Investment Income
$18,331
Other Revenue
$0
All Other Contributions
$516,007
Change in Net Assets
$-70,649
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$486,289
Salaries, Compensation, and Employee Benefits$79,230
Total Fundraising Expense$57,601
Other Expenses$39,468
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$484,263--$484,263
Other Salaries and Wages$21,837$14,558$36,395$72,790
Fees for Services Accounting-$12,529-$12,529
Advertising--$11,150$11,150
Payroll Taxes$1,932$1,288$3,220$6,440
Information Technology--$5,620$5,620
Fees for Service Investment Mgmnt Fees-$4,301-$4,301
Grants to Domestic Individuals$2,026--$2,026
Insurance-$1,842-$1,842
Office Expenses--$886$886
All Other Expenses-$166$106$272
Conferences and Meetings--$224$224
Depreciation Depletion-$203-$203
Other Expenses-$155-$155
Total Functional Expenses$510,058$37,328$57,601$604,987
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Healdsburg Unified School DisHealdsburg, CA-Support Programs and Operations$477,253
Healdsburg Science FairHealdsburg, CA-To Support Science Fair$7,010
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$3
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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 to the board for a vote annually.”

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
Dennis Agnos
Title
President
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dana Grande
Formed
1985
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
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

“ROUNDING ADJUSTMENT = $2”

Raw XML AppendixShowing 400 of 522 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0999
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02928
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0HEALDSBURG EDUCATION FOUNDATION (HEF) RAISES FUNDS FROM HEALDSBURG COMMUNITY MEMBERS AS WELL AS INSTITUTIONS TO SUPPORT THE HEALSBURG PUBLIC SCHOOL STUDENTS. HEF SELECTS PROGRAMS TO FUND THAT WILL SERVE THE GREATEST NUMBER OF STUDENTS IN THE MOST EQIITABLE MANNER, WITH A FOCUS ON INITIATIVES THAT PROMOTE COLLEGE AND CAREER SUCCESS.
IRS990/AdvertisingGrp/FundraisingAmt011150
IRS990/AdvertisingGrp/TotalAmt011150
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0516007
IRS990/AllOtherExpensesGrp/FundraisingAmt0106
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0166
IRS990/AllOtherExpensesGrp/TotalAmt0272
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0TREASURER
IRS990/BooksInCareOfDetail/PhoneNum07074331223
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1668
IRS990/BooksInCareOfDetail/USAddress/CityNm0HEALDSBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095448
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0473978
IRS990/CashNonInterestBearingGrp/EOYAmt0378413
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt0224
IRS990/ConferencesMeetingsGrp/TotalAmt0224
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0516007
IRS990/CYGrantsAndSimilarPaidAmt0486289
IRS990/CYInvestmentIncomeAmt018331
IRS990/CYOtherExpensesAmt039468
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-70649
IRS990/CYSalariesCompEmpBnftPaidAmt079230
IRS990/CYTotalExpensesAmt0604987
IRS990/CYTotalFundraisingExpenseAmt057601
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0534338
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0203
IRS990/DepreciationDepletionGrp/TotalAmt0203
IRS990/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.Field trips for students: HEF provides funds for students to learn outside of classroom. Field trips help students to apply the lessons they've learned in the classroom, gives them the chance to explore, ask question, have fun and connect with their classmates. Some of the benefits of field trips include measurable gains in their understanding, critical thinking skills, empathy, tolerance and cultural appreciation.RFEP Mentors: RFEP Mentors are present at both the Junior and High School Campuses, and ensure that students who have been Reclassified Fluent English Proficient are staying on track academically as they progress through their education. They also offer support in the form of connecting students with various other resources, act as an intermediary between students and teachers when special circumstances need to be negotiated, and reach out to parents when necessary for the benefit of the student's overall academic and socio-emotional wellness.Parent Outreach & Education: This year, HEF added a Bilingual Parent Outreach and Engagement Coordinator to the HES/HCS and Fitch Mountain campuses. The coordinator acts as a connection for the student between home and school, helping parents identify where their child could use extra support, hosting parent information nights, and connecting them with community resources to meet their needs.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.High School Academic Internship Program: This program is a requirement for all Junior's at Healdsburg High School. It is an award winning internship program that prepares students from the time they enter as Freshman to draft resumes and cover letters, present themselves professionally, and seek out jobs that interest them. The program then pairs each student with a business or nonprofit of their choosing, where they intern for 6 weeks with a mentor in that field.Enrichment Courses for Elementary Students: HEF provides funds for our K-5 students to experience a diverse array of enrichment courses such as yoga, fitness, robotics, science exploration, art, music, chess, gardening, and nutrition. These early experiences help to ignite their passions and engage more deeply in their education.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0256092
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012529
IRS990/FeesForServicesAccountingGrp/TotalAmt012529
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04301
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04301
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0DENNIS AGNOS
IRS990/Form990PartVIISectionAGrp/PersonNm1JULI MUHLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2MARY BURKE
IRS990/Form990PartVIISectionAGrp/PersonNm3DIVINA GIRON
IRS990/Form990PartVIISectionAGrp/PersonNm4MEL SCHATZ
IRS990/Form990PartVIISectionAGrp/PersonNm5HENK PEETERS
IRS990/Form990PartVIISectionAGrp/PersonNm6DANA GRANDE
IRS990/Form990PartVIISectionAGrp/PersonNm7BUFFY SCHAEZLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm8BYRON SEBASTIAN
IRS990/Form990PartVIISectionAGrp/PersonNm9MATT BARTLETT
IRS990/Form990PartVIISectionAGrp/PersonNm10MARIAN VAN ALYEA
IRS990/Form990PartVIISectionAGrp/PersonNm11BRANDI SEPPI
IRS990/Form990PartVIISectionAGrp/PersonNm12SARA LEFFEW
IRS990/Form990PartVIISectionAGrp/PersonNm13MARY LOU EDDINGER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02026
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02026
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0484263
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0484263
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0534338
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05620
IRS990/InformationTechnologyGrp/TotalAmt05620
IRS990/InsuranceGrp/ManagementAndGeneralAmt01842
IRS990/InsuranceGrp/TotalAmt01842
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt018331
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018331
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01662
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0305
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0102
IRS990/LandBldgEquipCostOrOtherBssAmt01764
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OUR 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01272932
IRS990/NetAssetsOrFundBalancesEOYAmt01212908
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt010623
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt0886
IRS990/OfficeExpensesGrp/TotalAmt0886
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt02
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE SOFTWARE
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01871
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1230
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2185
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3155
IRS990/OtherExpensesGrp/TotalAmt01871
IRS990/OtherExpensesGrp/TotalAmt1230
IRS990/OtherExpensesGrp/TotalAmt2185
IRS990/OtherExpensesGrp/TotalAmt3155
IRS990/OtherLiabilitiesGrp/BOYAmt01
IRS990/OtherLiabilitiesGrp/EOYAmt03
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt036395
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014558
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt021837
IRS990/OtherSalariesAndWagesGrp/TotalAmt072790
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03220
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01288
IRS990/PayrollTaxesGrp/ProgramServicesAmt01932
IRS990/PayrollTaxesGrp/TotalAmt06440
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0781893
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0850062
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DANA GRANDE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0MANAGED FUNDS: ASSISTED IN FUNDRAISING ACTIVITIES FOR THE SCHOOL SCIENCE FAIR AND CONSTRUCTION AND SUSTAINABILITY ACADEMY (CASA).
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0133707
IRS990/ProgSrvcAccomActy3Grp/Desc0Additional Donor Designated Gifts and Projects: Donor Designated Projects and Programs: Include providing mental health resources for high school students, support to High School Art programs, Drama and Agricultre Programs, School Libraries and other miscellaneous contributions to teachers and programs.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0120259
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0516619
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0408255
IRS990/PYInvestmentIncomeAmt016111
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt038259
IRS990/PYRevenuesLessExpensesAmt0-11193
IRS990/PYSalariesCompEmpBnftPaidAmt097409
IRS990/PYTotalExpensesAmt0543923
IRS990/PYTotalRevenueAmt0532730
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-70649
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0799649
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0837324
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0516007
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0516619
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0578705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0416477
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0630542
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02658350
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018331
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016111
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt029656
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0969
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt017025
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt082092
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018331
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016111
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt029656
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0969
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt017025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt082092
IRS990ScheduleA/InvestmentIncomeCYPct00.03000
IRS990ScheduleA/InvestmentIncomePYPct00.05060
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97000
IRS990ScheduleA/PublicSupportPY509Pct00.94940
IRS990ScheduleA/PublicSupportTotal509Amt02658350
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0516007
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0516619
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0578705
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0416477
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0630542
IRS990ScheduleA/Total509Grp/TotalAmt02658350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0534338
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0532730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0608361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0417446
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0647567

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,215,839
Liabilities
$2,931
Net assets
$1,212,908
Revenue
$534,338
Expenses
$604,987
Net income
-$70,649
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