HEALDSBURG EDUCATION FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HEALDSBURG EDUCATION FOUNDATION (EIN 68-0051242)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-03
- IRS object ID
- 202441249349302424
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-03T15:52:46-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364476856 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROFESSIONAL PRACTICE CONSULTANTS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 760 VILLAGE CENTER DR STE 240 | AddressLine1Txt |
| City | BURR RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60527 | 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 | 680051242 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALDSBURG EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 7074331223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1668 | AddressLine1Txt |
| City | HEALDSBURG | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95448 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA ZERMENO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7074331223 | PhoneNum |
| Signature | 2024-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTHA | PersonFirstNm |
| Person Last | ZERMENO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 990009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI L STADLER CPA | PreparerPersonNm |
| PTIN | P01313334 | PTIN |
| Phone | 6304721600 | PhoneNum |
| Preparation | 2024-05-03 | PreparationDt |
| 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 | DALIA NIETO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 QUARRY RIDGE CT | AddressLine1Txt |
| City | HEALDSBURG | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95448 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $275,754 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEALDSBURGEDUCATIONFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $147,124 | PYContributionsGrantsAmt |
| CY Contributions Grants | $189,063 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,736 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,320 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $169,860 | PYTotalRevenueAmt |
| CY Total Revenue | $214,383 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $51,895 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $251,972 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $599 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,670 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,690 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,270 | PYOtherExpensesAmt |
| CY Other Expenses | $21,829 | CYOtherExpensesAmt |
| PY Total Expenses | $71,764 | PYTotalExpensesAmt |
| CY Total Expenses | $275,471 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $98,096 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$61,088 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,158,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,142,656 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $48 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,158,457 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,142,608 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $251,972 | ExpenseAmt |
| Grant | $251,972 | GrantAmt |
| Desc | FUNDING 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGED FUNDS: PROVIDED FUNDS FOR SCHOOL LIBRARIES, ART SUPPLIES, STEM COURSES, AND BOOKS FOR EACH SCHOOL'S LITTLE FREE LIBRARIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $251,972 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA ZERMENO | PersonNm |
| Phone | 7074331223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1668 | AddressLine1Txt |
| City | HEALDSBURG | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95448 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DALIA NIETO | ||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARTHA ZERMENO | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKAELA SAINI | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DANIELLE DEZORZI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARCY FLORES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROSE MCALLISTER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS VANDEN HEUVEL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $189,063 | AllOtherContributionsAmt |
| Total Contributions | $189,063 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,036 | TotalRevenueColumnAmt |
| Exclusion | $27,036 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,655 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $61,371 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,716 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,716 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,716 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $214,383 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,716 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $27,036 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,972 | TotalAmt |
| Program Services | $251,972 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,494 | TotalAmt |
| Management And General | $1,494 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176 | TotalAmt |
| Management And General | $176 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,183 | TotalAmt |
| Management And General | $7,183 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,250 | TotalAmt |
| Management And General | $1,250 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,306 | TotalAmt |
| Management And General | $2,306 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,540 | TotalAmt |
| Fundraising | $1,540 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,718 | TotalAmt |
| Management And General | $1,718 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512 | TotalAmt |
| Fundraising | $512 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800 | TotalAmt |
| Management And General | $800 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99 | TotalAmt |
| Fundraising | $99 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79 | TotalAmt |
| Management And General | $79 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| ADMINISTRATIVE SOFTWARE | $6,261 | $1,788 | $4,473 |
| CREDIT CARD FEES | $81 | $15 | $66 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,471 | TotalAmt |
| Program Services | $251,972 | ProgramServicesAmt |
| Management And General | $16,809 | ManagementAndGeneralAmt |
| Fundraising | $6,690 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,220 | BOYAmt |
| EOY | $160,342 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $914,237 | BOYAmt |
| EOY | $982,314 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,764 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,764 | LandBldgEquipAccumDeprecAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,158,457 | BOYAmt |
| EOY | $1,142,656 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $48 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $48 | 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 | $510,231 | BOYAmt |
| EOY | $511,430 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $648,226 | BOYAmt |
| EOY | $631,178 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,158,457 | BOYAmt |
| EOY | $1,142,608 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,158,457 | BOYAmt |
| EOY | $1,142,656 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$61,088 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $45,239 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $516,007 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $414,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $243,355 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $147,124 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $189,063 | CurrentTaxYearAmt |
| Total | $1,509,607 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $516,007 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $414,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $243,355 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $147,124 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $189,063 | CurrentTaxYearAmt |
| Total | $1,509,607 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,509,607 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,848 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,456 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,736 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,036 | CurrentTaxYearAmt |
| Total | $103,407 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,848 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,456 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,736 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,036 | CurrentTaxYearAmt |
| Total | $103,407 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $534,338 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $435,906 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $256,811 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $169,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $216,099 | CurrentTaxYearAmt |
| Total | $1,613,014 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93590 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95210 | PublicSupportPY509Pct |
| Investment Income CY | 0.06000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,764 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,764 | DepreciationAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| HEALDSBURG UNIFIED SCHOOL DISTRICT | ||||||
| 1028 PRINCE STREET | HEALDSBURG | CA | 95448 | 911752308 | $113,850 | MENTAL HEALTH |
| HEALDSBURG UNIFIED SCHOOL DISTRICT | ||||||
| 1028 PRINCE STREET | HEALDSBURG | CA | 95448 | 911752308 | $104,120 | PARENT OUTREACH |
| HEALDSBURG UNIFIED SCHOOL DISTRICT | ||||||
| 1028 PRINCE STREET | HEALDSBURG | CA | 95448 | 911752308 | $10,000 | RFEP COACHES |
| HEALDSBURG UNIFIED SCHOOL DISTRICT | ||||||
| 1028 PRINCE STREET | HEALDSBURG | CA | 95448 | 911752308 | $10,000 | K-1 PARAPROFESSIONAL |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| 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 |
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