Civic Intelligence

Healdsburg Education Foundation

990 • Fiscal year 2022 • EIN 68-0051242

Jul 01, 2021 to Jun 30, 2022 • Filed on May 10, 2023

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

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

44th percentile

-0.7%

Faster asset growth than 44% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-34%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,158,457

Down $8,533 (-0.7%) from 2021

Net Assets

Down

$1,158,457

Down $8,427 (-0.7%) from 2021

Liabilities

Down

$0

Down $106 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin92nd percentile

Revenue

Down

$169,860

Down $86,951 (-34%) from 2021

Expenses

Down

$71,764

Down $330,284 (-82%) from 2021

Net Income

Up

$98,096

Up $243,333 (+168%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2022

Assets$1,158,457
Liabilities$0
Net Assets$1,158,457
Open 2022 Filing

Operations Trend

Revenue Growth12th 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

2022

Revenue$169,860
Expenses$71,764
Net Income$98,096
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.0
Gross Receipts
$169,860
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$998,024$914,237▼ $83,787
Cash and Non-Interest-Bearing Accounts$168,966$244,220▲ $75,254
Total Assets$1,166,990$1,158,457▼ $8,533
Liabilities
Other Liabilities$106--
Total Liabilities$106$0▼ $106
Net Assets / Fund Balance
Net Assets With Donor Restrictions$815,354$648,226▼ $167,128
Net Assets Without Donor Restrictions$351,530$510,231▲ $158,701
Total Net Assets Fund Balance$1,166,884$1,158,457▼ $8,427
Total Liabilities and Net Assets / Fund Balance$1,166,990$1,158,457▼ $8,533

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,764$1,764
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Dalia NietoPresident
Chris Vanden HeuvelDirector
Danielle DezorziDirector
Mary Lou EdingerDirector
Matt BartlettDirector
Rose McallisterDirector
Sara LeffewDirector
Mikaela SainiSecretary
Martha ZermenoTreasurer
Mel SchatzVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$147,124
Program Service Revenue
$0
Investment Income
$22,736
Other Revenue
$0
All Other Contributions
$147,124
Change in Net Assets
$98,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,895
Other Expenses$19,270
Total Fundraising Expense$10,031
Salaries, Compensation, and Employee Benefits$599
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$51,895--$51,895
Advertising--$4,938$4,938
Fees for Services Accounting-$2,560-$2,560
Office Expenses-$1,822-$1,822
Insurance-$1,155-$1,155
Fees for Service Investment Mgmnt Fees-$910-$910
Other Employee Benefits-$599-$599
Information Technology--$545$545
Payment Travel Entrtnmnt Publicly Ofcl-$333$151$484
Other Expenses-$149$93$242
Fees for Services Legal-$100-$100
Total Functional Expenses$51,895$9,838$10,031$71,764
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, Line 15A

“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, Page 6, Part VI, Line 19

“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
Martha Zermeno
Title
Treasurer
Phone
7074331223
Signed
2023-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dalia Nieto
Formed
1985
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Professional Practice Consultants Inc
Address
760 VILLAGE CENTER DR STE 240, BURR RIDGE, IL 60527
Preparer
Lori L Stadler CPA
Phone
6304721600
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Our 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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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt018331
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016111
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt092482
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IRS990ScheduleA/InvestmentIncomePYPct00.04000
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt01764
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01764
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION'S ACCOUNTANT PRESENTS THE TAX RETURNS AT A MEETING BEFORE SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt051895
IRS990/TotalFunctionalExpensesGrp/TotalAmt071764
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0185 QUARRY RIDGE CT
IRS990/USAddress/CityNm0HEALDSBURG
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095448
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IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.HEALDSBURGEDUCATIONFOUNDATION.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA ZERMENO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07074331223
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALDSBURG EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0680051242
ReturnHeader/Filer/PhoneNum07074331223
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1668
ReturnHeader/Filer/USAddress/CityNm0HEALDSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364476856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROFESSIONAL PRACTICE CONSULTANTS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0760 VILLAGE CENTER DR STE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURR RIDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060527
ReturnHeader/PreparerPersonGrp/PhoneNum06304721600
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI L STADLER CPA
ReturnHeader/ReturnTs02023-05-15T10:14:25-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARTHA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZERMENO
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,158,457
Liabilities
$0
Net assets
$1,158,457
Revenue
$169,860
Expenses
$71,764
Net income
$98,096
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