HEALDSBURG EDUCATION FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HEALDSBURG EDUCATION FOUNDATION (EIN 68-0051242)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-11-12
IRS object ID
201443169349302979
Schema version
2013v3.1
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

FieldValueIRS element (for citing)
Return2014-11-12T10:33:10-08:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Brush BernardBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 W North StAddressLine1
CityHealdsburgCity
StateCAState
ZIP Code95448ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680051242EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEALDSBURG EDUCATION FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlHEALBusinessNameControlTxt
Phone7074331223PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1668AddressLine1
CityHEALDSBURGCity
StateCAState
ZIP Code95448ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANA GRANDEPersonNm
Person TitleVice PresidentPersonTitleTxt
Signature2014-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT M BERNARD CPAPreparerPersonNm
PTINP00012260PTIN
Phone7074338800PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$855,420GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HEFSCHOOL.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE HEALDSBURG EDUCATION FOUNDATION (HEF) RAISES FUNDS TO SUPPORT EXCELLENT K-12 EDUCATION FOR ALL STUDENTS IN THE HEALDSBURG PUBLIC SCHOOLS. HEF SUPPORTS INITIATIVES THAT DIRECTLY BENEFIT HEALDSBURG PUBLIC SCHOOL STUDENTS.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$557,769PYContributionsGrantsAmt
CY Contributions Grants$761,541CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$48,197PYInvestmentIncomeAmt
CY Investment Income$91,761CYInvestmentIncomeAmt
CY Other Revenue$2,118CYOtherRevenueAmt
PY Total Revenue$605,966PYTotalRevenueAmt
CY Total Revenue$855,420CYTotalRevenueAmt
PY Grants And Similar Paid$432,387PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$120,512CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$116,304PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$135,823CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$81,601CYTotalFundraisingExpenseAmt
PY Other Expenses$26,437PYOtherExpensesAmt
CY Other Expenses$37,124CYOtherExpensesAmt
PY Total Expenses$575,128PYTotalExpensesAmt
CY Total Expenses$293,459CYTotalExpensesAmt
PY Revenues Less Expenses$30,838PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$561,961CYRevenuesLessExpensesAmt
Total Assets BOY$837,050TotalAssetsBOYAmt
Total Assets EOY$1,361,337TotalAssetsEOYAmt
Total Liabilities BOY$55,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,875TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$782,050NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,357,462NetAssetsOrFundBalancesEOYAmt
MissionTHE HEALDSBURG EDUCATION FOUNDATION (HEF) RAISES FUNDS TO SUPPORT EXCELLENT K-12 EDUCATION FOR ALL STUDENTS IN THE HEALDSBURG PUBLIC SCHOOLS. HEF SUPPORTS INITIATIVES THAT DIRECTLY BENEFIT HEALDSBURG PUBLIC SCHOOL STUDENTS. HEF FUNDS PROGRAMS THAT GENERATE STRONG LEARNING OUTCOMES, WITH SPECIAL ATTENTION TO EFFORTS THAT REDUCE THE ACHIEVEMENT GAP AND INCREASE GRADUATION RATES. HEF SERVES AS A STUDENT ADVOCATE BY DIRECTING FUNDS TO PROGRAMS THAT ENABLE STUDENTS TO REACH THEIR HIGHEST POTENTIAL.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$98,982ExpenseAmt
DescAdditional Donor Designated Gifts and Projects: Donor Designated Projects and Programs: Included providing the HHS Science Department with laptops as well as support for the High School Art, Drama and Agriculture Programs and other miscellaneous contributions to teachers and program.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$35,428ExpenseAmt
DescFunding Priorities: Vital 21st Century Education Programs including:Accelerated English Program: HEF helped fund a new K-12 English learning program, which aims to increase student achievement through powerful instructional strategies designed to accelerate learning (both English Language proficiency and academic content): The overarching goal is to close the achievement gap so that every student reaches the highest levels.K-5 Enrichment : HEF partners with the Healdsburg Unified School District to provide K-5 Enrichment classes to K-5 students, such as Garden/Nutrition, Fitness, Lego-robotics, Drama, Music, Science Exploration and Chess.K-12 Art & Music: HEF is working with the Healdsburg School District to re-establish a strong K-12 Art and Music Program. In 2013-2014 HEF funded the 5th Grade Music, Introduction-to-Band teacher, a music assistant for the Jr. High band, and a Master Teacher for the High School and Jr. High Jazz Band.K-12 Library: Provided the funds to extend library hours after school for the Jr. High and High Schools. HEF also provided funds for books, research databases and other technology rich resources.K-12 Technology: HEF provided funds to furnish and equip the Extended Learning Lab at the Fitch Mountain Elementary School campus. We also solicited and received grants to purchase iPads at other school sites.Construction and Sustainability Academy (CASA): HEF supported the very successful CASA program with materials, equipment and building supplies.K-12 Social/Emotional Learning: Toolbox Program, providing positive communication tools and training to students, staff and parents.PIQE Program: Parent Involvement for Quality Education Provided funds for parent education classes, conducted in Spanish, that are designed to help parents navigate the school system and learn how best to support their childs education.Pasitos: Helped fund a pilot an early pre-school and parent education program for Spanish speaking families.Mike Hauser Algebra Academy: Provided for 19 students to attend and complete the Mike Hauser Algebra Academy in June 2014.High School Academic Internship Program: HEF partnered with the Healdsburg Unified School District to fund the very successful HHS Academic Internship Program, which taught job skills and placed all 190 members of the junior class with local businesses in a 5-week internship.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$21,530ExpenseAmt
DescScholarships: HEF Provided a total of $14,950 in scholarship funds to 22 graduating seniors and 1 alumnus.Scholarships include:Van Ornum Vocational Scholarship Six 2013 Graduates and one alumnusAlbertina L. Zanzi Memorial Scholarship One 2013 GraduateRichard Bermudes Scholarship One 2013 GraduateElla Hafner Memorial Scholarship One 2013 GraduateEthel Marie Oakleaf Scholarship - One 2013 GraduateElena Xochitl Snedden Memorial Scholarhsip One 2013 GraduateJoan Lee Wohler La Salle Scholarship One 2013 GraduateRichy Beaumont Award Eight 2014 GraduatesLena Christensen Art Fund Two 2014 GraduatesDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$155,940TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee3EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnfalseAnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCATHY WILSONPersonNm
Phone7074331223PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1668AddressLine1
CityHEALDSBURGCity
StateCAState
ZIP Code95448ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MARY BURKE
President8.000.00Yes (X)$0$0$0
DANA GRANDE
Vice President2.000.00Yes (X)$0$0$0
JULI MUHLEMAN
Treasurer2.000.00Yes (X)$0$0$0
NICOLE ROSS
Secretary2.000.00Yes (X)$0$0$0
KIRK BOWMAN
Director2.000.00Yes (X)$0$0$0
NANCY BRUSH
Director2.000.00Yes (X)$0$0$0
GINA FONTANA
Director2.000.00Yes (X)$0$0$0
DIVINA GIRON
Director2.000.00Yes (X)$0$0$0
YOLANDA GIRON
Director2.000.00Yes (X)$0$0$0
JOHN HOLT
Director2.000.00Yes (X)$0$0$0
PATRICK LLERENA
Director2.000.00Yes (X)$0$0$0
JOHN LLOYD
Director2.000.00Yes (X)$0$0$0
EMILY MCGRATH
Director2.000.00Yes (X)$0$0$0
BRANDI SEPPI
Director2.000.00Yes (X)$0$0$0
STEVEN VARGAS
Director2.000.00Yes (X)$0$0$0
BETTE PEREZ
Executive Dir.40.000.00$52,500$0$0Yes (X)
PAMELA SWAN
EXECUTIVE DIRECTOR40.000.00$29,583$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$82,083TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$761,541AllOtherContributionsAmt
Noncash Contributions$34,875NoncashContributionsAmt
Total Contributions$761,541TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,164TotalRevenueColumnAmt
Exclusion$15,164ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$76,597SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$76,597SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$76,597TotalRevenueColumnAmt
Related Or Exempt Func Income$76,597RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$2,118FundraisingGrossIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,118TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$855,420TotalRevenueColumnAmt
Related Or Exempt Func Income$76,597RelatedOrExemptFuncIncomeAmt
Exclusion$15,164ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$98,982TotalAmt
Program Services$98,982ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$21,530TotalAmt
Program Services$21,530ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$52,500TotalAmt
Program Services$15,750ProgramServicesAmt
Management And General$10,500ManagementAndGeneralAmt
Fundraising$26,250FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$72,793TotalAmt
Program Services$19,678ProgramServicesAmt
Management And General$16,719ManagementAndGeneralAmt
Fundraising$36,396FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,530TotalAmt
Management And General$10,530ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,025TotalAmt
Management And General$4,025ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,946TotalAmt
Management And General$4,946ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$190TotalAmt
Management And General$126ManagementAndGeneralAmt
Fundraising$64FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$8,637TotalAmt
Fundraising$8,637FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,088TotalAmt
Management And General$3,088ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,230TotalAmt
Management And General$33ManagementAndGeneralAmt
Fundraising$3,197FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$286TotalAmt
Management And General$286ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$706TotalAmt
Management And General$531ManagementAndGeneralAmt
Fundraising$175FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,927TotalAmt
Management And General$2,927ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Printing and Publications$6,321$820$5,501
TELEPHONE$1,010$505$505
CREDIT CARD FEES$699$699
DUES & SUBSCRIPTIONS$510$510

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$549TotalAmt
Management And General$372ManagementAndGeneralAmt
Fundraising$177FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$293,459TotalAmt
Program Services$155,940ProgramServicesAmt
Management And General$55,918ManagementAndGeneralAmt
Fundraising$81,601FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$95,862BOYAmt
EOY$273,635EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$738,870BOYAmt
EOY$1,085,384EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,318LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,318BOYAmt
EOY$2,318EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$837,050BOYAmt
EOY$1,361,337EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$3,875EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$55,000BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$55,000BOYAmt
EOY$3,875EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$43,169BOYAmt
EOY$324,841EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$536,109BOYAmt
EOY$502,414EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$202,772BOYAmt
EOY$530,207EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$782,050BOYAmt
EOY$1,357,462EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$837,050BOYAmt
EOY$1,361,337EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$561,961ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$13,451OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$484,999CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$509,645CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$526,030CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$557,769CurrentTaxYearMinus1YearAmt
Current Tax Year$761,541CurrentTaxYearAmt
Total$2,839,984TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,689CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,411CurrentTaxYearMinus3YearsAmt
Total$18,100TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$492,688CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$520,056CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$526,030CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$557,769CurrentTaxYearMinus1YearAmt
Current Tax Year$761,541CurrentTaxYearAmt
Total$2,858,084TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,858,084PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,465CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,492CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$669CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,197CurrentTaxYearMinus1YearAmt
Current Tax Year$91,027CurrentTaxYearAmt
Total$154,850TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,465CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,492CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$669CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,197CurrentTaxYearMinus1YearAmt
Current Tax Year$91,027CurrentTaxYearAmt
Total$154,850TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$499,153CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$528,548CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$526,699CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$605,966CurrentTaxYearMinus1YearAmt
Current Tax Year$852,568CurrentTaxYearAmt
Total$3,012,934TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.94860PublicSupportCY509Pct
Public Support PY5090.96380PublicSupportPY509Pct
Investment Income CY0.05140InvestmentIncomeCYPct
Investment Income PY0.02930InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,318OtherCostOrOtherBasisAmt
Book Value$2,318BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,318TotalBookValueLandBuildingsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
HEADSBURG SCIENCE FAIR
PO BOX 1688HEALDSBURGCA95448$6,350$0SUPPORT SCIENCE FAIR
HEALDSBURG UNIFIED SCHOOL DIS
1028 PRINCE STREETHEALDSBURGCA95448$92,632$0SUPPORT PROGRAMS AND OPERATIONS
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS & PROGRAMSGrantTypeTxt
Cash Grant$21,530CashGrantAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd
Rebuttable Presumption ProcfalseRebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPAMELA SWANPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$29,583BaseCompensationFilingOrgAmt
Total Compensation Filing Org$29,583TotalCompensationFilingOrgAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$34,875NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessTHE FOUNDATION'S ACCOUNTANT PRESENTS THE TAX RETURNS AT A MEETING BEFORE SUBMISSION.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementCOMPENSATION IS RECOMMENDED BY A MEMBER OF THE EXECUTIVE COMMITTEE AND REVIEWED WITHIN THAT COMMITTEE. IT IS THEN PRESENTED TOT HE BOARD FOR A VOTE ANNUALY.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableAVAILABLE UPON REQUEST
Other Changes In Net Assets Or Fund Balances - Other IncreasesPIN (PARENT INFO NETWORK) SHOULD HAVE BEEN INCLUDED WITH HEF = $13451

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