Civic Intelligence

Headlands Foundation

990EZ • Fiscal year 2020 • EIN 68-0372707

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization ProfileN/A
765 Baywood Dr Ste 340Petaluma, CA 94954

(415) 479-9700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

34th percentile

-4.0%

Higher net margin than 34% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

22nd percentile

-16%

Faster asset growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

93%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$6,137

Down $1,149 (-16%) from 2019

Net Assets

Down

$6,137

Down $1,149 (-16%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Up

$29,000

Up $14,000 (+93%) from 2019

Expenses

Down

$30,149

Down $4,191 (-12%) from 2019

Net Income

Up

-$1,149

Up $18,191 (+94%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $103,085Net Assets 2010: $103,0852010Assets 2011: $154,216Liabilities 2011: $728Net Assets 2011: $153,4882011Assets 2012: $165,378Net Assets 2012: $165,3782012Assets 2013: $1,076,776Liabilities 2013: $0Net Assets 2013: $1,076,7762013Assets 2014: $1,205,128Liabilities 2014: $0Net Assets 2014: $1,205,1282014Assets 2015: $1,299,531Liabilities 2015: $0Net Assets 2015: $1,299,5312015Assets 2016: $162,837Liabilities 2016: $0Net Assets 2016: $162,8372016Assets 2017: $78,548Net Assets 2017: $78,5482017Assets 2018: $26,626Net Assets 2018: $26,6262018Assets 2019: $7,286Net Assets 2019: $7,2862019Assets 2020: $6,137Net Assets 2020: $6,1372020Assets 2021: $13,075Net Assets 2021: $13,0752021Assets 2022: $11,530Net Assets 2022: $11,5302022Assets 2023: $2,533,695Liabilities 2023: $1,545Net Assets 2023: $2,532,1502023Assets 2024: $2,988,794Liabilities 2024: $0Net Assets 2024: $2,988,7942024

Highlighted filing

2020

Assets$6,137
Liabilities-
Net Assets$6,137
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2010: $17,179Expenses 2010: $225,137Net Income 2010: -$207,9582010Expenses 2011: $244,1052011Revenue 2012: $103,525Expenses 2012: $91,635Net Income 2012: $11,8902012Revenue 2013: $983,739Expenses 2013: $72,341Net Income 2013: $911,3982013Revenue 2014: $177,207Expenses 2014: $48,855Net Income 2014: $128,3522014Revenue 2015: $162,528Expenses 2015: $68,125Net Income 2015: $94,4032015Revenue 2016: $55,050Expenses 2016: $1,191,744Net Income 2016: -$1,136,6942016Revenue 2017: $37,166Expenses 2017: $121,455Net Income 2017: -$84,2892017Revenue 2018: $2,000Expenses 2018: $53,922Net Income 2018: -$51,9222018Revenue 2019: $15,000Expenses 2019: $34,340Net Income 2019: -$19,3402019Revenue 2020: $29,000Expenses 2020: $30,149Net Income 2020: -$1,1492020Revenue 2021: $10,543Expenses 2021: $3,605Net Income 2021: $6,9382021Revenue 2022: $0Expenses 2022: $1,545Net Income 2022: -$1,5452022Revenue 2023: $3,777,425Expenses 2023: $1,256,805Net Income 2023: $2,520,6202023Revenue 2024: $819,565Expenses 2024: $362,921Net Income 2024: $456,6442024

Highlighted filing

2020

Revenue$29,000
Expenses$30,149
Net Income-$1,149
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$29,000
Mission and Program Overview

Mission

Donations to numerous charitable organizations

Program Services

DescriptionGrantsExpenses
DONATIONS TO VARIOUS CHARITIES$28,400$28,400
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARJ HANSENDirector-$0--
LISA JONESTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Headlands Foundation
EIN
68-0372707
Phone
4154799700
Address
765 BAYWOOD DR STE 340, PETALUMA, CA 94954

Signing Officer

Name
Lisa Jones
Title
Treasurer
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Stephen Herbstman CPA
Address
220 Montgomery St Ste 1094, San Francisco, CA 94104
Preparer
Stephen Herbstman
Phone
4158340470
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.49

“| Donee's Name: NAPA VALLEY FESTIVAL ASSOCIATION | Donee's Address: PO BOX 6221 NAPA CA 94581 | Cash Amount Given: $25000”

Other Expenses.1

“ACCOUNTING $1500”

Other Expenses.2

“BANK CHARGES $249”

Raw XML Appendix136 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KRISTEN DECKER
IRS990EZ/BooksInCareOfDetail/PhoneNum04154462751
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0765 BAYWOOD DR STE 340
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PETALUMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094954
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07286
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06137
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1149
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07286
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06137
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt028400
IRS990EZ/GrossReceiptsAmt029000
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07286
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06137
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07286
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06137
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARJ HANSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01749
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DONATIONS TO NUMEROUS CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO VARIOUS CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028400
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030149
IRS990EZ/TotalProgramServiceExpensesAmt028400
IRS990EZ/TotalRevenueAmt029000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt068490
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt045000
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt045000
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60350
IRS990ScheduleA/PublicSupportPY170Pct00.23620
IRS990ScheduleA/PublicSupportTotal170Amt068490
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012440
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010050
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt068490
IRS990ScheduleA/TotalSupportAmt0113490
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: NAPA VALLEY FESTIVAL ASSOCIATION | Donee's Address: PO BOX 6221 NAPA CA 94581 | Cash Amount Given: $25000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES $249
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.49
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEADLANDS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAD
ReturnHeader/Filer/EIN0680372707
ReturnHeader/Filer/PhoneNum04154799700
ReturnHeader/Filer/USAddress/AddressLine1Txt0765 BAYWOOD DR STE 340
ReturnHeader/Filer/USAddress/CityNm0PETALUMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094954
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943058267
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stephen Herbstman CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 Montgomery St Ste 1094
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04158340470
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN HERBSTMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-11T08:52:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$6,137
Liabilities
-
Net assets
$6,137
Revenue
$29,000
Expenses
$30,149
Net income
-$1,149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.82$0.36$0.46
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$3.78$1.26$2.52
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.01$0.00$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.03$0.03$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.02$0.03$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.00$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.04$0.12$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.06$1.19$1.14
2015Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.16$0.07$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.18$0.05$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.98$0.07$0.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.17$0.10$0.09$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.10$0.02$0.23$0.21