2023-05-04T16:17:01-07:00 2022-06-30 300636241 NIGRO & NIGRO PC 25220 Hancock Ave Ste 400 MURRIETA CA 92562 990 2021-07-01 301200893 HEARTWOOD CHARTER SCHOOL HEAR 4153281020 170 LIBERTY SCHOOL ROAD PETALUMA CA 94952 MARK PUCCINELLI President 2023-05-04 true MARK PUCCINELLI 999009999 Elizabeth Nigro CPA P00222251 9516988783 2 AAL1 IAL1 FAL1 2021 2023-04-26 12:10:37Z MARK PUCCINELLI 170 LIBERTY SCHOOL ROAD PETALUMA CA 94952 3986013 false X HEARTWOODCHARTERSCHOOL.ORG X 2019 CA THE MISSION OF HEARTWOOD CHARTER SCHOOL IS TO PROVIDE A SUPPORTIVE INDEPENDENT STUDY LEARNING ENVIRONMENT IN WHICH STUDENTS MAY CHOOSE A NUMBER OF PATHS INSPIRED BY THE WHOLE CHILD APPROACH OF PUBLIC WALDORF EDUCATION, INCLUDING THE OPTIONS OF SPENDING PART OF THEIR WEEK IN A GROUP INSTRUCTIONAL ENVIRONMENT OR HOME STUDY WITH A STRONG CLASSIC PUBLIC WALDORF APPROACH, OR DESIGNING A MORE INDEPENDENT WHOLE CHILD, HOME STUDY OPTION. 3 3 33 11 0 1387910 3971336 3358 14401 448 276 0 1391716 3986013 0 0 832601 1937960 0 99 368362 1126684 1200963 3064644 190753 921369 522501 1905120 435611 896861 86890 1008259 THE MISSION OF HEARTWOOD CHARTER SCHOOL IS TO PROVIDE A SUPPORTIVE INDEPENDENT STUDY LEARNING ENVIRONMENT IN WHICH STUDENTS MAY CHOOSE A NUMBER OF PATHS INSPIRED BY THE WHOLE CHILD APPROACH OF PUBLIC WALDORF EDUCATION, INCLUDING THE OPTIONS OF SPENDING PART OF THEIR WEEK IN A GROUP INSTRUCTIONAL ENVIRONMENT OR HOME STUDY WITH A STRONG CLASSIC PUBLIC WALDORF APPROACH, OR DESIGNING A MORE INDEPENDENT WHOLE CHILD, HOME STUDY OPTION. false false 2638335 HEARTWOOD CHARTER SCHOOL IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION WHOSE GOAL IS TO GRADUATE STUDENTS WHO ARE PROFICIENT IN ALL CORE SUBJECTS, WELL-PREPARED TO PURSUE FURTHER ACADEMIC AND PERSONAL GOALS, AND MOTIVATED TO MAKE POSITIVE, ETHICAL AND CREATIVE CONTRIBUTIONS TO THEIR WORLD.HEARTWOOD CHARTER PROVIDES A HOMESCHOOL PROGRAM OR A GROUP INSTRUCTIONAL PROGRAM FOR GRADES K-12. 2638335 true true false false false false false false false false false false false false false true true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 18 0 true 33 true false false false false false false false 0 false false false false false false false X 3 3 false false false false false false false true false false false true true true true false false true false false X EDTEC INC 2132926620 811 WILSHIRE BLVD 1420 LOS ANGELES CA 90017 STEPHANIE FELTON-PRIESTNER Executive Dir. 40.00 0.00 X 110085 0 8720 MARK PUCCINELLI President 40.00 0.00 X X 0 0 0 TRACY LAPERA MEMBER 4.00 0.00 X 0 0 0 GREG BROWMAN MEMBER 4.00 0.00 X 0 0 0 110085 8720 1 false false false 0 3934187 37149 3971336 REFUNDS TO SCHOOL 14401 14401 14401 276 276 0 0 0 0 0 0 0 0 3986013 14401 276 X 0 0 0 0 118805 95044 23761 0 1558069 1537958 20111 5909 5333 576 132099 128909 3190 123078 119935 3143 0 3992 3992 6235 6235 0 0 0 444162 290848 153215 99 0 0 0 0 25293 25293 5543 5543 0 0 1377 1377 0 0 47755 47755 BOOKS AND SUPPLIES 347773 347773 RENTAL, LEASES, AND REPAIRS 133200 99900 33300 INDIRECT COSTS 102948 102948 COMMUNICATIONS 6568 5254 1314 1838 1838 3064644 2638335 426210 99 236898 817835 10000 287582 0 269174 786023 0 0 0 0 6429 13680 0 0 0 0 0 0 522501 1905120 65711 248928 90559 119900 366900 250000 190474 435611 896861 X 75234 983694 11656 24565 86890 1008259 522501 1905120 921369 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 3986013 3986013 3986013 3064644 3064644 3064644 Part X : FIN48 Footnote THE SCHOOL IS A NON-PROFIT ENTITY AND IS CURRENTLY APPLYING FOR EXEMPTION FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL FILES INFORMATION RETURNS IN THE US FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE TAX PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. true true true true false true false false false false false false false false false true false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized THE POLICY IS SUMMARIZED ON BOTH THE EMPLOYMENT PAGE AND ON THE COMMUNITY PAGE Schedule E, Line 4 - Explanation of Records and Materials Not Maintained THE SCHOOL HAS NOT OFFERED ANY SCHOLARSHIPS AND HAS NOT PUBLISHED ANY MATERIALS TO SOLICIT CONTRIBUTIONS Schedule E, Line 5 - Explanation of Organization Discrimination by Race Form 990, Part VI, Line 11b: Form 990 Review Process THE SCHOOL REVIEWS THE 990 WITH THEIR ACCOUNTANTS, EDTEC, AND WILL CHECK AGAINST THEIR RECORDS FOR ACCURACY. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts THE SCHOOL BEGAN THE PROCESS OF REQUIRING AN ANNUAL DISCLOSURE FOR THE BOARD AND SENIOR ADMINISTATOR IN THE CURRENT YEAR. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management MANAGEMENT SALARY IS BOARD APPROVED AND DETERMINED BY COMPARING STATE AVERAGES AS WELL AS LOCAL SALARIES FOR EQUIVALENT POSITIONS. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available ALL OTHER DOCUMENTS ARE AVAVALIABLE TO THE PUBLIC UPON REQUEST.