Civic Intelligence

Healdsburg Education Foundation

990 • Fiscal year 2024 • EIN 68-0051242

Jul 01, 2023 to Jun 30, 2024 • Filed on May 15, 2025

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-38%

Faster revenue growth than 7% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,312,246

Up $169,590 (+15%) from 2023

Net Assets

Up

$1,312,224

Up $169,616 (+15%) from 2023

Liabilities

Down

$22

Down $26 (-54%) from 2023

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin95th percentile

Revenue

Down

$131,985

Down $82,398 (-38%) from 2023

Expenses

Down

$39,171

Down $236,300 (-86%) from 2023

Net Income

Up

$92,814

Up $153,902 (+252%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2024

Assets$1,312,246
Liabilities$22
Net Assets$1,312,224
Open 2024 Filing

Operations Trend

Revenue Growth7th 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

2024

Revenue$131,985
Expenses$39,171
Net Income$92,814
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$131,985
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$982,314$1,082,686▲ $100,372
Cash and Non-Interest-Bearing Accounts$160,342$229,560▲ $69,218
Total Assets$1,142,656$1,312,246▲ $169,590
Liabilities
Accounts Payable and Accrued Expenses$48$22▼ $26
Total Liabilities$48$22▼ $26
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$511,430$681,046▲ $169,616
Net Assets With Donor Restrictions$631,178$631,178→ $0
Total Net Assets Fund Balance$1,142,608$1,312,224▲ $169,616
Total Liabilities and Net Assets / Fund Balance$1,142,656$1,312,246▲ $169,590

Asset Categories

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

Board Members and Trustees

NameTitle
Dalia NietoPresident
Chris Vanden HeuvelDirector
Danielle DezorziDirector
Marcy FloresDirector
Rose McallisterDirector
Mikaela SainiSecretary
Martha ZermenoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$108,219
Program Service Revenue
$0
Investment Income
$23,766
Other Revenue
$0
All Other Contributions
$108,219
Change in Net Assets
$92,814
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,273
Total Fundraising Expense$14,403
Salaries, Compensation, and Employee Benefits$4,898
Grants and Similar Amounts Paid$4,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$5,150$4,573$9,723
Fees for Services Legal-$4,940-$4,940
Other Salaries and Wages-$4,397-$4,397
Advertising--$4,142$4,142
Grants to Domestic Orgs$4,000--$4,000
Information Technology--$1,579$1,579
Insurance-$1,190-$1,190
Conferences and Meetings-$80$477$557
Payroll Taxes-$501-$501
Fees for Services Other-$250-$250
Travel-$100-$100
Other Expenses-$2,204$32$32
Total Functional Expenses$4,000$20,768$14,403$39,171
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
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dalia Nieto
Formed
1985
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
1

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.”

Raw XML Appendix353 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/BOYAmt048
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt022
IRS990/ActivitiesConductedPrtshpInd0false
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.
IRS990/AdvertisingGrp/FundraisingAmt04142
IRS990/AdvertisingGrp/TotalAmt04142
IRS990/AllOtherContributionsAmt0108219
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BooksInCareOfDetail/PersonNm0MARTHA ZERMENO
IRS990/BooksInCareOfDetail/PhoneNum07074331223
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1668
IRS990/BooksInCareOfDetail/USAddress/CityNm0HEALDSBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095448
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0160342
IRS990/CashNonInterestBearingGrp/EOYAmt0229560
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt0477
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt080
IRS990/ConferencesMeetingsGrp/TotalAmt0557
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0108219
IRS990/CYGrantsAndSimilarPaidAmt04000
IRS990/CYInvestmentIncomeAmt023766
IRS990/CYOtherExpensesAmt030273
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt092814
IRS990/CYSalariesCompEmpBnftPaidAmt04898
IRS990/CYTotalExpensesAmt039171
IRS990/CYTotalFundraisingExpenseAmt014403
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0131985
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
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.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0631178
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0631178
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt04000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04940
IRS990/FeesForServicesLegalGrp/TotalAmt04940
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0250
IRS990/FeesForServicesOtherGrp/TotalAmt0250
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0DALIA NIETO
IRS990/Form990PartVIISectionAGrp/PersonNm1MARTHA ZERMENO
IRS990/Form990PartVIISectionAGrp/PersonNm2MIKAELA SAINI
IRS990/Form990PartVIISectionAGrp/PersonNm3DANIELLE DEZORZI
IRS990/Form990PartVIISectionAGrp/PersonNm4MARCY FLORES
IRS990/Form990PartVIISectionAGrp/PersonNm5ROSE MCALLISTER
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRIS VANDEN HEUVEL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt04000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0131985
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01579
IRS990/InformationTechnologyGrp/TotalAmt01579
IRS990/InsuranceGrp/ManagementAndGeneralAmt01190
IRS990/InsuranceGrp/TotalAmt01190
IRS990/InvestmentIncomeGrp/ExclusionAmt023766
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023766
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01764
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01142608
IRS990/NetAssetsOrFundBalancesEOYAmt01312224
IRS990/NetUnrlzdGainsLossesInvstAmt076802
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0511430
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0681046
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt04573
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05150
IRS990/OfficeExpensesGrp/TotalAmt09723
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE SOFTWARE
IRS990/OtherExpensesGrp/Desc1TAXES
IRS990/OtherExpensesGrp/Desc2CREDIT CARD FEES
IRS990/OtherExpensesGrp/FundraisingAmt03600
IRS990/OtherExpensesGrp/FundraisingAmt132
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01956
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12204
IRS990/OtherExpensesGrp/TotalAmt05556
IRS990/OtherExpensesGrp/TotalAmt12204
IRS990/OtherExpensesGrp/TotalAmt232
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04397
IRS990/OtherSalariesAndWagesGrp/TotalAmt04397
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0501
IRS990/PayrollTaxesGrp/TotalAmt0501
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DALIA NIETO
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/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0189063
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0251972
IRS990/PYInvestmentIncomeAmt025320
IRS990/PYOtherExpensesAmt021829
IRS990/PYRevenuesLessExpensesAmt0-61088
IRS990/PYSalariesCompEmpBnftPaidAmt01670
IRS990/PYTotalExpensesAmt0275471
IRS990/PYTotalRevenueAmt0214383
IRS990/ReconcilationRevenueExpnssAmt092814
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0982314
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01082686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0108219
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0189063
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0147124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0243355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0414058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01101819
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023766
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt027036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt022736
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013456
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021848
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0108842
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023766
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt027036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt022736
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013456
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021848
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0108842
IRS990ScheduleA/InvestmentIncomeCYPct00.09000
IRS990ScheduleA/InvestmentIncomePYPct00.06000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91010
IRS990ScheduleA/PublicSupportPY509Pct00.93590
IRS990ScheduleA/PublicSupportTotal509Amt01101819
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0108219
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0189063
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0147124
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0243355
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0414058
IRS990ScheduleA/Total509Grp/TotalAmt01101819
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0131985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0216099
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0169860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0256811
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0435906
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01210661
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
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01142656
IRS990/TotalAssetsEOYAmt01312246
IRS990/TotalAssetsGrp/BOYAmt01142656
IRS990/TotalAssetsGrp/EOYAmt01312246
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0108219
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt014403
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020768
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04000
IRS990/TotalFunctionalExpensesGrp/TotalAmt039171
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt048
IRS990/TotalLiabilitiesEOYAmt022
IRS990/TotalLiabilitiesGrp/BOYAmt048
IRS990/TotalLiabilitiesGrp/EOYAmt022
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01142608
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01312224
IRS990/TotalProgramServiceExpensesAmt04000
IRS990/TotalRevenueGrp/ExclusionAmt023766
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0131985
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01142656
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01312246
IRS990/TravelGrp/ManagementAndGeneralAmt0100
IRS990/TravelGrp/TotalAmt0100
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0185 QUARRY RIDGE CT
IRS990/USAddress/CityNm0HEALDSBURG
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095448
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.HEALDSBURGEDUCATIONFOUNDATION.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA ZERMENO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07074331223
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
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
ReturnHeader/Filer/USAddress/ZIPCd095448
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI L STADLER CPA
ReturnHeader/ReturnTs02025-05-15T16:53:01-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,312,246
Liabilities
$22
Net assets
$1,312,224
Revenue
$131,985
Expenses
$39,171
Net income
$92,814
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