2023-10-23T13:48:42-05:00 2022-06-30 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2021-07-01 205534052 THE HEALDSBURG SCHOOL HEAL 7074334847 33 HEALDSBURG AVE H HEALDSBURG CA 95448 ANDY DAVIES HEAD OF SCHOOL 7074334847 2023-10-23 1 ANDY DAVIES 999009999 MAGA E KISRIEV P01008919 4089988400 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z ANDY DAVIES 33 HEALDSBURG AVE H HEALDSBURG CA 95448 7390202 0 X WWW.THEHEALDSBURGSCHOOL.COM X 2006 CA A TK-8TH GRADE SCHOOL DEDICATED TO EDUCATING THE WHOLE CHILD. 15 15 50 75 0 0 505412 3559360 3016384 3521003 14581 48594 -5419 201465 3530958 7330422 0 348255 0 0 2410307 2648480 0 0 233093 833099 1090665 3243406 4087400 287552 3243022 2548490 5890897 1147849 1247234 1400641 4643663 TO CULTIVATE THE INTELLECT, COURAGE, AND COMPASSION TO LEAD LIVES OF INQUIRY AND PURPOSE. 0 0 3335506 348255 3536915 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. CURRENTLY THE SCHOOL SERVES APPROXIMATELY 230 STUDENTS. 3335506 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 50 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X TANYA BRUNO 7074334847 33 HEALDSBURG AVE H HEALDSBURG CA 95448 LAURA KIRK LEE TRUSTEE CHAIR 2.00 X X 0 0 0 KEVIN MCGEE VICE CHAIR 2.00 X X 0 0 0 IAN MARQUIS TREASURER 2.00 X X 0 0 0 SANDI PASSALACQUA FOUNDER AND TRUSTEE 2.00 X X 0 0 0 MICHELLE BLAKE TRUSTEE 10.00 X 0 0 0 JASON CUNNINGHAM TRUSTEE 2.00 X 0 0 0 JAMES DRISCOLL TRUSTEE 2.00 X 0 0 0 PAUL FORGUE TRUSTEE 2.00 X 0 0 0 CHRIS HANNA TRUSTEE 2.00 X 0 0 0 CATALINA MARIN TRUSTEE 2.00 X 0 0 0 PETER MORK TRUSTEE 2.00 X 0 0 0 ALAIN-MARTIN PIERRET TRUSTEE 2.00 X 0 0 0 NICHOLAS PEAY TRUSTEE 2.00 X 0 0 0 PAUL VON HIRTZ TRUSTEE 2.00 X 0 0 0 JENNIFER WEISS TRUSTEE 2.00 X 0 0 0 ANDY DAVIES HEAD OF SCHOOL 40.00 X 242153 0 16014 242153 0 16014 1 0 1 0 0 62300 249203 3247857 3559360 TUITION AND FEES 611110 3409911 3409911 EXTRACURRICULAR INCOME 611110 111092 111092 3521003 48594 48594 207743 62300 50393 157350 157350 37590 9387 28203 28203 MISCELLANEOUS REVENUE 611110 15912 15912 15912 7330422 3536915 0 234147 348255 348255 258167 203119 35064 19984 1964853 1604107 226946 133800 47541 38658 5597 3286 200195 163210 23280 13705 177724 144516 20924 12284 6951 6951 6063 6063 47412 43841 3571 19001 15201 2850 950 341 273 51 17 62315 49852 9347 3116 453085 315120 118270 19695 41052 39944 1108 38429 30743 7686 41611 33288 6242 2081 CURRICULUM & CLASSROOM 322816 258253 48422 16141 FIELD TRIPS 47126 47126 4463 4463 4087400 3335506 518801 233093 1714858 2286225 559340 867523 0 880981 3937 8146 69343 33550 2150252 412780 124012 1737472 77000 77000 2548490 5890897 144545 116952 1003304 1130282 1147849 1247234 X 891301 3185390 509340 1458273 1400641 4643663 2548490 5890897 3243022 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 651956 651956 999933 243760 756173 329343 329343 169020 169020 0 1737472 X 7041947 -348255 -348255 7390202 -59780 -59780 7330422 3798925 59780 59780 3739145 348255 348255 4087400 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, 2022, 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 -348,255. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES NETTED AGAINST REVENUE -50,393. GAMING ACTIVITIES EXPENSES NETTED AGAINST REVENUE -9,387. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES NETTED AGAINST REVENUE 50,393. GAMING ACTIVITIES EXPENSES NETTED AGAINST REVENUE 9,387. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS TO INDIVIDUALS RECLASSIFIED TO EXPENSES 348,255. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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 A GRANT FROM THE CALIFORNIA DEPARTMENT OF EDUCATION UNDER THE EMERGENCY ASSISTANCE TO NON-PUBLIC SCHOOLS AND EMPLOYEE RETENTION CREDITS UNDER THE CORONAVIRUS AID RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT). BRAVISSIMO 270043 62300 207743 5750 23761 20882 270043 62300 207743 5750 23761 20882 50393 157350 37590 8500 887 1 0.90000 37590 8500 887 9387 28203 CA 1 0 0 0 0.00000 1.00000 THE HEALDSBURG SCHOOL 33 HEALDSBURG AVE HEALDSBURG CA 95448 0 SARAH LAW 0 CURATION OF PRIZES, MARKETING AND DISTRIBUTION OF MATERIALS, CASH HANDLING AND REPORTING. X 0 1 TUITION ASSISTANCE 84 348255 0 PART I, LINE 2: 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. X 0 0 X X X 0 0 0 0 0 0 0 0 0 ANDY DAVIES HEAD OF SCHOOL 242153 0 0 0 0 0 3721 0 12293 0 258167 0 0 0 PART I, LINE 1A 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. 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).