Civic Intelligence

Healdsburg Education Foundation

990 • Fiscal year 2020 • EIN 68-0051242

Jul 01, 2019 to Jun 30, 2020 • Filed on May 04, 2021

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

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

35th percentile

0.06x

Higher debt load relative to revenue than 35% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

25th percentile

-7.3%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

28th percentile

-1.0%

Faster asset growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-18%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,203,361

Down $12,478 (-1.0%) from 2019

Net Assets

Down

$1,177,556

Down $35,352 (-2.9%) from 2019

Liabilities

Up

$25,805

Up $22,874 (+780%) from 2019

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin25th percentile

Revenue

Down

$435,906

Down $98,432 (-18%) from 2019

Expenses

Down

$467,805

Down $137,182 (-23%) from 2019

Net Income

Up

-$31,899

Up $38,750 (+55%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2020

Assets$1,203,361
Liabilities$25,805
Net Assets$1,177,556
Open 2020 Filing

Operations Trend

Revenue Growth24th 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

2020

Revenue$435,906
Expenses$467,805
Net Income-$31,899
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 4, 2021
Return Version
2019v5.0
Gross Receipts
$435,906
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$837,324$851,745▲ $14,421
Cash and Non-Interest-Bearing Accounts$378,413$351,616▼ $26,797
Land, Buildings, and Equipment, Net$102$0▼ $102
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$1,215,839$1,203,361▼ $12,478
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable-$22,400-
Other Liabilities$3$3,405▲ $3,402
Accounts Payable and Accrued Expenses$2,928--
Total Liabilities$2,931$25,805▲ $22,874
Net Assets / Fund Balance
Net Assets With Donor Restrictions$850,062$908,947▲ $58,885
Net Assets Without Donor Restrictions$362,846$268,609▼ $94,237
Total Net Assets Fund Balance$1,212,908$1,177,556▼ $35,352
Total Liabilities and Net Assets / Fund Balance$1,215,839$1,203,361▼ $12,478

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,764$1,764
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Dennis AgnosPresident
Sara LeffewVice President
Dahlia NietaDirector
Henk PeetersDirector
Marian Van AlyeaDirector
Mary BurkeDirector
Mary Lou EddingerDirector
Matt BartlettDirector
Mel SchatzDirector
Brandy SeppiSecretary
Jose SalgadoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$414,058
Program Service Revenue
$0
Investment Income
$21,848
Other Revenue
$0
All Other Contributions
$414,058
Change in Net Assets
$-31,899
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$275,289
Salaries, Compensation, and Employee Benefits$151,522
Total Fundraising Expense$98,044
Other Expenses$40,994
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$275,289--$275,289
Other Salaries and Wages$41,867$27,911$69,778$139,556
Advertising--$12,112$12,112
Payroll Taxes$3,590$2,393$5,983$11,966
Fees for Services Accounting-$7,568-$7,568
Information Technology--$4,701$4,701
Fees for Service Investment Mgmnt Fees-$3,971-$3,971
Insurance-$1,806-$1,806
All Other Expenses-$593$235$828
Fees for Services Other$227$151$377$755
Other Expenses-$555$4,318$555
Conferences and Meetings--$540$540
Office Expenses-$405-$405
Travel-$135-$135
Depreciation Depletion-$102-$102
Total Functional Expenses$320,973$48,788$98,044$467,805
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Healdsburg Unified School DisHealdsburg, CA-Support Programs and Operations$273,834
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
Payroll Taxes Payable$2,281
Credit Card Payable$1,124
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 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, 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
Jose Salgado
Title
Treasurer
Signed
2021-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Agnos
Formed
1985
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
3

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 = $3”

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IRS990/ActivityOrMissionDesc0HEALDSBURG 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.
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IRS990/Desc0Funding Priorities: Vital 21st Century Education Programs including:Parent Outreach & Engagement Coordinators: These individuals serve all four Healdsburg public schools, offering bilingual services to all HUSD families. They act as a communication bridge between the schools, teachers and families, hold parent informational and educational meetings, assist in translating during parent/teacher and counselor meetings, and connect families with needed resources, including food, internet, legal aid and more. SOEL Advisor: SOEL stands for Supporting Our English Learners. The advisor position ensures that students who have been reclassified as 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 resources, act as an intermediary between students and teachers if special circumstances need to be arranged, and reach out to parents when necessary for the benefit of the students overall academic and socio-emotional well-being. Junior 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 3 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.Paraprofessionals for K-1 Classrooms: Paraprofessionals are classroom assistants that support teachers to provide additional social-emotional support for our youngest students and also assist in supervision and instruction. These positions will be 3-hours a day for 5 days of the week.Meet the Masters: Meet the Masters is a K-2 art program that offers additional art enrichment each week focused on the fascinating lives and famous works of Master Artists. After learning the inspiration and techniques of each Master the children engage in a journey to create their own art, often in the same medium, style or subject matter as the Master.
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04701
IRS990/InformationTechnologyGrp/TotalAmt04701
IRS990/InsuranceGrp/ManagementAndGeneralAmt01806
IRS990/InsuranceGrp/TotalAmt01806
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt021848
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021848
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01764
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0102
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt01764
IRS990/LegalDomicileStateCd0CA
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.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt01177556
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3456
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0362846
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0268609
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0405
IRS990/OfficeExpensesGrp/TotalAmt0405
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt03
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PROMOTIONAL EVENTS
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE SOFTWARE
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/FundraisingAmt04318
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01901
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11297
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2555
IRS990/OtherExpensesGrp/TotalAmt04318
IRS990/OtherExpensesGrp/TotalAmt11901
IRS990/OtherExpensesGrp/TotalAmt21297
IRS990/OtherExpensesGrp/TotalAmt3555
IRS990/OtherLiabilitiesGrp/BOYAmt03
IRS990/OtherLiabilitiesGrp/EOYAmt03405
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt069778
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027911
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt041867
IRS990/OtherSalariesAndWagesGrp/TotalAmt0139556
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05983
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02393
IRS990/PayrollTaxesGrp/ProgramServicesAmt03590
IRS990/PayrollTaxesGrp/TotalAmt011966
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DENNIS AGNOS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0MANAGED FUNDS: PROVIDED FUNDS FOR SCHOOL LIBRARIES, ART SUPPLIES, STEM COURSES, AND BOOKS FOR EACH SCHOOL'S LITTLE FREE LIBRARIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt026189
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0516007
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0486289
IRS990/PYInvestmentIncomeAmt018331
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt039468
IRS990/PYRevenuesLessExpensesAmt0-70649
IRS990/PYSalariesCompEmpBnftPaidAmt079230
IRS990/PYTotalExpensesAmt0604987
IRS990/PYTotalRevenueAmt0534338
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-31899
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0837324
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0851745
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0414058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0516007
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0516619
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0578705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0416477
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02441866
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021848
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018331
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016111
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt029656
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0969
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt086915
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021848
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018331
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016111
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt029656
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0969
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt086915
IRS990ScheduleA/InvestmentIncomeCYPct00.03440
IRS990ScheduleA/InvestmentIncomePYPct00.03000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96560
IRS990ScheduleA/PublicSupportPY509Pct00.97000
IRS990ScheduleA/PublicSupportTotal509Amt02441866
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0516007
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0516619
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0578705
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0416477
IRS990ScheduleA/Total509Grp/TotalAmt02441866
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0435906
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0534338
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0532730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0608361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0417446
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02528781
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01764
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01764
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01124
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12281
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES PAYABLE
IRS990ScheduleD/TotalLiabilityAmt03405
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0273834
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT PROGRAMS AND OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HEALDSBURG UNIFIED SCHOOL DIS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01028 PRINCE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HEALDSBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095448
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ACCOUNTANT PRESENTS THE TAX RETURNS AT A MEETING BEFORE SUBMISSION.

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,203,361
Liabilities
$25,805
Net assets
$1,177,556
Revenue
$435,906
Expenses
$467,805
Net income
-$31,899
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