HEALDSBURG SCHOOL: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: HEALDSBURG SCHOOL (EIN 20-5534052)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-05-13
IRS object ID: 202411349349307286
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule E
Schedule G
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-13T15:25:30-05:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	941254756	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HOOD & STRONG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	60 SO MARKET ST STE 200	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95113	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	205534052	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE HEALDSBURG SCHOOL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HEAL	BusinessNameControlTxt
Phone	7074334847	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	33 HEALDSBURG AVE H	AddressLine1Txt
City	HEALDSBURG	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95448	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANDY DAVIES	PersonNm
Person Title	HEAD OF SCHOOL	PersonTitleTxt
Phone	7074334847	PhoneNum
Signature	2024-05-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ANDY	PersonFirstNm
Person Last	DAVIES	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MAGA E KISRIEV	PreparerPersonNm
PTIN	P01008919	PTIN
Phone	4089988400	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ANDY DAVIES	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	33 HEALDSBURG AVE H	AddressLine1Txt
City	HEALDSBURG	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95448	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$5,989,105	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.THEHEALDSBURGSCHOOL.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2006	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	A TK-8TH GRADE SCHOOL DEDICATED TO EDUCATING THE WHOLE CHILD.	ActivityOrMissionDesc
Voting Members Governing Body	15	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	50	TotalEmployeeCnt
Total Volunteers	118	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$3,559,360	PYContributionsGrantsAmt
CY Contributions Grants	$1,442,068	CYContributionsGrantsAmt
PY Program Service Revenue	$3,521,003	PYProgramServiceRevenueAmt
CY Program Service Revenue	$4,120,191	CYProgramServiceRevenueAmt
PY Investment Income	$48,594	PYInvestmentIncomeAmt
CY Investment Income	$103,213	CYInvestmentIncomeAmt
PY Other Revenue	$201,465	PYOtherRevenueAmt
CY Other Revenue	$237,389	CYOtherRevenueAmt
PY Total Revenue	$7,330,422	PYTotalRevenueAmt
CY Total Revenue	$5,902,861	CYTotalRevenueAmt
PY Grants And Similar Paid	$348,255	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$352,368	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,648,480	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$3,032,103	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$279,628	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,090,665	PYOtherExpensesAmt
CY Other Expenses	$1,547,239	CYOtherExpensesAmt
PY Total Expenses	$4,087,400	PYTotalExpensesAmt
CY Total Expenses	$4,931,710	CYTotalExpensesAmt
PY Revenues Less Expenses	$3,243,022	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$971,151	CYRevenuesLessExpensesAmt
Total Assets BOY	$5,890,897	TotalAssetsBOYAmt
Total Assets EOY	$6,475,159	TotalAssetsEOYAmt
Total Liabilities BOY	$1,247,234	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$860,345	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$4,643,663	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,614,814	NetAssetsOrFundBalancesEOYAmt
Mission	TO CULTIVATE THE INTELLECT, COURAGE, AND COMPASSION TO LEAD LIVES OF INQUIRY AND PURPOSE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$3,744,986	ExpenseAmt
Grant	$352,368	GrantAmt
Revenue	$4,145,445	RevenueAmt
Desc	A TK - EIGHTH GRADE SCHOOL DEDICATED TO EDUCATING THE WHOLE CHILD. WE PROVIDE A PURPOSE-DRIVEN PROJECT-BASED CURRICULUM THAT INSPIRES CHILDREN TO LEAD LIVES OF INQUIRY AND IMPACT.	Desc
Total Program Service Expenses	$3,744,986	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	20	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	50	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	15	GoverningBodyVotingMembersCnt
Independent Voting Member	15	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ANDY DAVIES	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7074334847	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	33 HEALDSBURG AVE H	AddressLine1Txt
City	HEALDSBURG	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95448	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
LAURA KIRK LEE
TRUSTEE CHAIR	2.00	Yes (X)	Yes (X)	$0	$0	$0
KEVIN MCGEE
VICE CHAIR	2.00	Yes (X)	Yes (X)	$0	$0	$0
IAN MARQUIS
TREASURER	2.00	Yes (X)	Yes (X)	$0	$0	$0
PAUL VON HIRTZ
SECRETARY	2.00	Yes (X)	Yes (X)	$0	$0	$0
SANDI PASSALACQUA
FOUNDER AND TRUSTEE	2.00	Yes (X)	Yes (X)	$0	$0	$0
MICHELLE BLAKE
TRUSTEE	10.00	Yes (X)		$0	$0	$0
JASON CUNNINGHAM
TRUSTEE	2.00	Yes (X)		$0	$0	$0
JAMES DRISCOLL
TRUSTEE	2.00	Yes (X)		$0	$0	$0
PAUL FORGUE
TRUSTEE	2.00	Yes (X)		$0	$0	$0
CHRIS HANNA
TRUSTEE	2.00	Yes (X)		$0	$0	$0
CATALINA MARIN
TRUSTEE	2.00	Yes (X)		$0	$0	$0
GABRIEL FROYMOVICH
TRUSTEE	2.00	Yes (X)		$0	$0	$0
ALAIN-MARTIN PIERRET
TRUSTEE	2.00	Yes (X)		$0	$0	$0
NICHOLAS PEAY
TRUSTEE	2.00	Yes (X)		$0	$0	$0
JENNIFER WEISS
TRUSTEE	2.00	Yes (X)		$0	$0	$0
EVAN WELTY
TRUSTEE	2.00	Yes (X)		$0	$0	$0
ANDY DAVIES
HEAD OF SCHOOL	50.00		Yes (X)	$262,916	$0	$14,114
TANYA BRUNO
DIRECTOR OF OPERATIONS	40.00			$108,217	$0	$20,628	Yes (X)
CHARLOTTE PERRINE
TEACHER/MATH COORDINATOR	40.00			$106,747	$0	$9,674	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$477,880	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$44,416	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	3	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Fundraising	$124,100	FundraisingAmt
Government Grants	$903,265	GovernmentGrantsAmt
All Other Contributions	$414,703	AllOtherContributionsAmt
Total Contributions	$1,442,068	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES	611110	$3,870,426	$3,870,426
EXTRACURRICULAR INCOME	611110	$249,765	$249,765

Field	Value	IRS element (for citing)
Total Program Service Revenue	$4,120,191	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$103,213	TotalRevenueColumnAmt
Exclusion	$103,213	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$277,463	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$124,100	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$85,544	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$191,919	TotalRevenueColumnAmt
Exclusion	$191,919	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$35,280	GamingGrossIncomeAmt
Gaming Direct Expenses	$700	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$34,580	TotalRevenueColumnAmt
Exclusion	$34,580	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Business	611110	BusinessCd
Total Revenue Column	$10,890	TotalRevenueColumnAmt
Related Or Exempt Func Income	$10,890	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$10,890	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,902,861	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,131,081	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$329,712	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$352,368	TotalAmt
Program Services	$352,368	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$277,030	TotalAmt
Program Services	$217,960	ProgramServicesAmt
Management And General	$37,626	ManagementAndGeneralAmt
Fundraising	$21,444	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,292,117	TotalAmt
Program Services	$1,837,171	ProgramServicesAmt
Management And General	$270,895	ManagementAndGeneralAmt
Fundraising	$184,051	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$50,516	TotalAmt
Program Services	$40,413	ProgramServicesAmt
Management And General	$6,062	ManagementAndGeneralAmt
Fundraising	$4,041	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$212,231	TotalAmt
Program Services	$169,972	ProgramServicesAmt
Management And General	$25,244	ManagementAndGeneralAmt
Fundraising	$17,015	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$200,209	TotalAmt
Program Services	$160,167	ProgramServicesAmt
Management And General	$24,025	ManagementAndGeneralAmt
Fundraising	$16,017	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$8,926	TotalAmt
Management And General	$8,926	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$23,476	TotalAmt
Program Services	$19,576	ProgramServicesAmt
Management And General	$3,900	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$85,131	TotalAmt
Program Services	$46,476	ProgramServicesAmt
Management And General	$34,527	ManagementAndGeneralAmt
Fundraising	$4,128	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$44,874	TotalAmt
Program Services	$35,899	ProgramServicesAmt
Management And General	$6,731	ManagementAndGeneralAmt
Fundraising	$2,244	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,281	TotalAmt
Program Services	$1,025	ProgramServicesAmt
Management And General	$192	ManagementAndGeneralAmt
Fundraising	$64	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$26,515	TotalAmt
Program Services	$21,212	ProgramServicesAmt
Management And General	$3,977	ManagementAndGeneralAmt
Fundraising	$1,326	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$418,360	TotalAmt
Program Services	$322,039	ProgramServicesAmt
Management And General	$76,194	ManagementAndGeneralAmt
Fundraising	$20,127	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$40,584	TotalAmt
Program Services	$39,066	ProgramServicesAmt
Management And General	$1,518	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$82,116	TotalAmt
Program Services	$76,025	ProgramServicesAmt
Management And General	$6,091	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$35,116	TotalAmt
Program Services	$28,093	ProgramServicesAmt
Management And General	$5,267	ManagementAndGeneralAmt
Fundraising	$1,756	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt
IMPAIRMENT LOSS ON ASSE	$283,314	$283,314
CURRICULUM & CLASSROOM	$239,255	$20,554	$213,259	$5,442
FIELD TRIPS	$164,265		$164,265
LAND DEVELOPMENT COST	$90,059	$90,059

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,967	TotalAmt
Management And General	$1,994	ManagementAndGeneralAmt
Fundraising	$1,973	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,931,710	TotalAmt
Program Services	$3,744,986	ProgramServicesAmt
Management And General	$907,096	ManagementAndGeneralAmt
Fundraising	$279,628	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,286,225	BOYAmt
EOY	$779,840	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$867,523	BOYAmt
EOY	$3,132,733	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$880,981	BOYAmt
EOY	$722,397	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$8,146	BOYAmt
EOY	$15,444	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$33,550	BOYAmt
EOY	$21,975	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,033,874	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$478,232	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,737,472	BOYAmt
EOY	$1,555,642	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$77,000	BOYAmt
EOY	$77,000	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$170,128	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,890,897	BOYAmt
EOY	$6,475,159	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$116,952	BOYAmt
EOY	$127,513	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,130,282	BOYAmt
EOY	$561,068	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$171,764	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,247,234	BOYAmt
EOY	$860,345	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,185,390	BOYAmt
EOY	$4,096,276	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,458,273	BOYAmt
EOY	$1,518,538	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,643,663	BOYAmt
EOY	$5,614,814	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,890,897	BOYAmt
EOY	$6,475,159	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$971,151	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$651,956	OtherCostOrOtherBasisAmt
Book Value	$651,956	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$699,953	OtherCostOrOtherBasisAmt
Depreciation	$57,218	DepreciationAmt
Book Value	$642,735	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$329,343	OtherCostOrOtherBasisAmt
Depreciation	$237,748	DepreciationAmt
Book Value	$91,595	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$301,245	OtherCostOrOtherBasisAmt
Depreciation	$183,266	DepreciationAmt
Book Value	$117,979	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$51,377	OtherCostOrOtherBasisAmt
Book Value	$51,377	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,555,642	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	LEASE OBLIGATIONS	Desc
Amt	$171,764	Amt

Field	Value	IRS element (for citing)
Total Liability	$171,764	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$5,625,413	TotalRevEtcAuditedFinclStmtAmt
Other Revenue	-$352,368	OtherRevenueAmt
Revenue Not Reported	-$352,368	RevenueNotReportedAmt
Revenue Subtotal	$5,977,781	RevenueSubtotalAmt
Other Revenues Not Included	-$74,920	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$74,920	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$5,902,861	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$4,654,262	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$74,920	OtherExpensesIncludedAmt
Expenses Not Reported	$74,920	ExpensesNotReportedAmt
Expenses Subtotal	$4,579,342	ExpensesSubtotalAmt
Other Expenses Not Included	$352,368	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$352,368	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$4,931,710	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART X, LINE 2:	THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3) AND A SIMILAR SECTION OF THE CALIFORNIA REVENUE AND TAXATION CODE. AS OF JUNE 30, 2023, MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	GRANTS TO INDIVIDUALS RECLASSIFIED TO EXPENSES -352,368.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	FUNDRAISING EVENT EXPENSES NETTED AGAINST REVENUE -74,220. GAMING ACTIVITIES EXPENSES NETTED AGAINST REVENUE -700.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	FUNDRAISING EVENT EXPENSES NETTED AGAINST REVENUE 74,220. GAMING ACTIVITIES EXPENSES NETTED AGAINST REVENUE 700.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	GRANTS TO INDIVIDUALS RECLASSIFIED TO EXPENSES 352,368.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3	THE HEALDSBURG SCHOOL PUBLISHED ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS WEBSITE THROUGHOUT THE ENTIRE YEAR.
SCHEDULE E, PART I, LINE 6	THE SCHOOL RECEIVED EMPLOYEE RETENTION CREDITS UNDER THE CORONAVIRUS AID RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT).

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	BRAVISSIMO	Event1Nm
Gross Receipts Event1	$375,875	GrossReceiptsEvent1Amt
Charitable Contri Event1	$124,100	CharitableContriEvent1Amt
Gross Revenue Event1	$251,775	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$5,450	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$44,023	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$24,747	OtherDirectExpensesEvent1Amt
Event2	PARENT ORG GOLF AND SOCIAL	Event2Nm
Gross Receipts Event2	$25,688	GrossReceiptsEvent2Amt
Charitable Contri Event2	$0	CharitableContriEvent2Amt
Gross Revenue Event2	$25,688	GrossRevenueEvent2Amt
Other Direct Expenses Event2	$11,324	OtherDirectExpensesEvent2Amt
Gross Receipts Total	$401,563	GrossReceiptsTotalAmt
Charitable Contributions Tot	$124,100	CharitableContributionsTotAmt
Gross Revenue Total Events	$277,463	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$5,450	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$44,023	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$36,071	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$85,544	DirectExpenseSummaryEventsAmt
Net Income Summary	$191,919	NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

Field	Value	IRS element (for citing)
Gross Revenue Other Gaming	$35,280	GrossRevenueOtherGamingAmt
Oth Direct Expnss Other Gaming	$700	OthDirectExpnssOtherGamingAmt
Volunteer Labor Other Gaming	Yes (1)	VolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming	0.90000	VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming	$35,280	GrossRevenueTotalGamingAmt
Oth Direct Expnss Total Gaming	$700	OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming	$700	DirectExpenseSummaryGamingAmt
Net Gaming Income Summary	$34,580	NetGamingIncomeSummaryAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	CA	StatesWhereGamingConductedCd
Licensed	Yes (1)	LicensedInd
License Suspended Etc	0	LicenseSuspendedEtcInd
Gaming With Nonmembers	0	GamingWithNonmembersInd
Member Of Other Entity	0	MemberOfOtherEntityInd
Gaming Own Facility	0.00000	GamingOwnFacilityPct
Gaming Other Facility	1.00000	GamingOtherFacilityPct

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	THE HEALDSBURG SCHOOL	BusinessNameLine1Txt

Persons With Books US Address PersonsWithBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	33 HEALDSBURG AVE	AddressLine1Txt
City	HEALDSBURG	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95448	ZIPCd

Field	Value	IRS element (for citing)
Cntrct With3rd Prty For Game Rev	0	CntrctWith3rdPrtyForGameRevInd
Gaming Manager Person	ALEXIS CLARK	GamingManagerPersonNm
Gaming Manager Services Prov	CURATION OF PRIZES, MARKETING AND DISTRIBUTION OF MATERIALS, CASH HANDLING AND REPORTING.	GamingManagerServicesProvTxt
Gaming Manager Is Ind Cntrct	Yes (X)	GamingManagerIsIndCntrctInd
Charitable Distribution Rqr	0	CharitableDistributionRqrInd

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	TUITION ASSISTANCE	GrantTypeTxt
Recipient	84	RecipientCnt
Cash Grant	$352,368	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	FINANCIAL SUPPORT FOR TUITION ASSISTANCE RECOMMENDATION IS DETERMINED THROUGH A THIRD-PARTY, TADS, WHICH IS REVIEWED BY THE FINANCIAL AID COMMITTEE AND AWARDS ARE MADE. FAMILIES MUST APPLY EACH YEAR AS FINANCIAL CIRCUMSTANCES MAY CHANGE. TUITION REMISSION IS AVAILABLE FOR CHILDREN OF FULL-TIME EMPLOYEES.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss	0	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	0	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	ANDY DAVIES	PersonNm
Title	HEAD OF SCHOOL	TitleTxt
Base Compensation Filing Org	$262,916	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$7,821	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$6,293	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$277,030	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 1A	FormAndLineReferenceDesc
Explanation	ANDY DAVIES, THE HEAD OF SCHOOL RESIDES IN THE SCHOOL OWNED HOUSE. THE AMOUNT WAS NOT INCLUDED IN HER W-2 WAGES. THIS FRINGE BENEFIT WAS PROVIDED AS CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE SCHOOL.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	ADMINISTRATION RECIEVED AND REVIEWED, FINANCE COMMITTEE REVIEWED, APPROVED AND SENT OUT TO THE BOARD 1 WEEK PRIOR TO THE BOARD MEETING. FINANCE COMMITTEE ANSWERED ANY QUESTIONS AND COMMUNICATED WITH A CPA FOR ANY EDITS. AFTER APPROVAL FROM THE BOARD, 990 IS FILED BY CPA.
FORM 990, PART VI, SECTION B, LINE 12C	TRUSTEES ARE COVERED UNDER THE POLICY AND SIGN THE CONFLICT OF INTEREST FORM. IF A CONFLICT ARISES, IT WILL BE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND ADDRESSED AS NEEDED.
FORM 990, PART VI, SECTION B, LINE 15	HEAD OF SCHOOL - BOARD OF TRUSTEES PROVIDES FEEDBACK ON PERFORMANCE AND EXECUTIVE COMMITTEE SYNTHESIZES INFO AND DETERMINES COMPENSATION. KEY EMPLOYEES - HEAD OF SCHOOL USES DATA AND ANALYSIS FOR SCHOOL LEADERSHIP AND OTHER LOCAL SCHOOL DISTRICTS TO BENCHMARK COMPENSATION AND PROVIDES PERFORMANCE REVIEWS. FULL BOARD APPROVES THE OVERALL SALARY BUDGET NUMBER.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE HEAD OF SCHOOL'S OFFICE FOR THE SAME PERIOD OF TIME SET FORTH IN SEC 6104(D).