HEARTWOOD CHARTER SCHOOL

Cite this

Plain text HEARTWOOD CHARTER SCHOOL. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/heartwood-charter-school-301200893. Retrieved 2026-10-26.

APA furp.org. (n.d.). HEARTWOOD CHARTER SCHOOL [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 26, 2026, from https://furp.org/org/heartwood-charter-school-301200893

MLA “HEARTWOOD CHARTER SCHOOL.” furp.org, tax years 2020–2024, https://furp.org/org/heartwood-charter-school-301200893. Accessed 26 Oct. 2026.

Retrieved 2026-10-26; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $9.9M · expenses $9.8M · assets $4.9M

EIN
30-1200893
Address
PO BOX 822, FAIRFAX, CA 94978-0822
Website
HEARTWOODCHARTERSCHOOL.ORG
NTEE code
B29
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
October 2021 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
School
Cross-check
ProPublica Nonprofit Explorer

Mission

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.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

8 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Stephanie Felton-Priestner Executive Dir.2020-2024 $169,601$691,149 1
Heather Deyden ASSISTANT DIRECTOR OF OPERATIONS2023-2024 $142,479$270,376 1
Tamara Lemesh ASSISTANT PRINCIPAL2023-2024 $108,475$153,976 1
Kit Mayberry CERT SUPPORT TEACH2024 $141,868$141,868 1
Annette Holscher CLASS TEACHER2024 $126,049$126,049 1
Kelly Prescutti CERT SUPPORT TEACH2024 $125,887$125,887 1
Shelly Knepper ED. SPECIALIST2024 $124,439$124,439 1
Jeremiah Watterson ED. SPECIALIST2024 $110,946$110,946 1

Officers and directors, no compensation reported

3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Mark Puccinelli President2020-2024 40 $0 reported 1
Tracy Lapera MEMBER2020-2024 4 $0 reported 2
Greg Browman Secretary2020-2024 4 $0 reported 2

People by year

2024 · 11 people listed · 8 paid, $1.0M · 72 employees · 36 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHANIE FELTON-PRIESTNER Executive Dir.40 $151,386$0$18,215 $169,6011
HEATHER DEYDEN ASSISTANT DIRECTOR OF OPERATIONS40 $127,180$0$15,299 $142,4791
KIT MAYBERRY CERT SUPPORT TEACH40 $126,376$0$15,492 $141,8681
ANNETTE HOLSCHER CLASS TEACHER40 $111,672$0$14,377 $126,0491
KELLY PRESCUTTI CERT SUPPORT TEACH40 $110,963$0$14,924 $125,8871
SHELLY KNEPPER ED. SPECIALIST40 $109,687$0$14,752 $124,4391
JEREMIAH WATTERSON ED. SPECIALIST40 $108,371$0$2,575 $110,9461
TAMARA LEMESH ASSISTANT PRINCIPAL40 $92,594$0$15,881 $108,4751
MARK PUCCINELLI President40 $0$0$0 $01
TRACY LAPERA MEMBER4 $0$0$0 $02
GREG BROWMAN Secretary4 $0$0$0 $02
2023 · 6 people listed · 3 paid, $319K · 65 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHANIE FELTON-PRIESTNER Executive Dir.40 $134,912$0$10,635 $145,5471
HEATHER DEYDEN ASSISTANT DIRECTOR OF OPERATIONS40 $110,179$0$17,718 $127,8971
TAMARA LEMESH ASSISTANT PRINCIPAL40 $45,501$0$0 $45,5011
MARK PUCCINELLI President40 $0$0$0 $01
TRACY LAPERA MEMBER4 $0$0$0 $02
GREG BROWMAN MEMBER4 $0$0$0 $02
2022 · 4 people listed · 1 paid, $140K · 53 employees · 33 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHANIE FELTON-PRIESTNER Executive Dir.40 $129,590$0$10,206 $139,7961
MARK PUCCINELLI President40 $0$0$0 $01
TRACY LAPERA MEMBER4 $0$0$0 $02
GREG BROWMAN MEMBER4 $0$0$0 $02
2021 · 4 people listed · 1 paid, $119K · 33 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHANIE FELTON-PRIESTNER Executive Dir.40 $110,085$0$8,720 $118,8051
MARK PUCCINELLI President40 $0$0$0 $01
TRACY LAPERA MEMBER4 $0$0$0 $02
GREG BROWMAN MEMBER4 $0$0$0 $02
2020 · 4 people listed · 1 paid, $117K · 24 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHANIE FELTON-PRIESTNER Executive Dir.40 $112,000$0$5,400 $117,4001
MARK PUCCINELLI President40 $0$0$0 $01
TRACY LAPERA MEMBER4 $0$0$0 $02
GREG BROWMAN MEMBER4 $0$0$0 $02

Highest-paid independent contractors

2024 · 1 contractor · $148K
NameLocationServicePaid
TALK PATH LIVEVOORHEES, NJSPEECH PATHOLOGIST$148,344
2023 · 1 contractor · $126K
NameLocationServicePaid
TALK PATH LIVEVOORHEES, NJSPEECH PATHOLOGIST$126,346

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$9,924,366$9,751,201 $4,888,458$2,920,040 $9,861,857$45,618 $420,5557236
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$7,991,998$7,780,160 $3,909,512$2,746,875 $7,983,356$0 $318,9456535
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$6,413,474$5,084,685 $3,311,622$2,475,037 $6,410,745$0 $139,7965333
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$3,986,013$3,064,644 $1,905,120$1,008,259 $3,971,336$14,401 $118,8053311
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$1,391,716$1,200,963 $522,501$86,890 $1,387,910$3,358 $117,4002412

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

1 grantor reported grants to this organization, $65,000 in all, tax years 2020 to 2020. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
HEARTWOOD EDUCATIONAL COLLABORATIVE Public charity Exact 2020 1$65,000 2020$65,000
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
NEW HEIGHTS CHARTER SCHOOLCAB29 $9,082,241$9,187,651 EXECUTIVE DIRECTOR$220,250 Same NTEE code B29, revenue within 2x, same state, similar name
FOREST CHARTER SCHOOLCAB29 $12,552,440$11,797,377 CEO$221,979 Same NTEE code B29, revenue within 2x, same state, similar name
MONTEREY BAY CHARTER SCHOOLCAB29 $7,173,872$6,816,492 EXECUTIVE DIRECTOR$145,698 Same NTEE code B29, revenue within 2x, same state, similar name
OCEAN CHARTER SCHOOLCAB29 $8,309,210$9,015,666 EXECUTIVE DIRECTOR$205,374 Same NTEE code B29, revenue within 2x, same state, similar name
WESTERN SIERRA CHARTER SCHOOLSCAB29 $9,060,677$9,124,666 Executive Dir.$188,260 Same NTEE code B29, revenue within 2x, same state, similar mission
DARNALL CHARTER SCHOOLCAB29 $9,654,302$11,398,784 Executive Dir.$220,130 Same NTEE code B29, revenue within 2x, same state, similar name
COMMUNITY ROOTS CHARTER SCHOOLCAB29 $11,453,682$11,451,112 EXECUTIVE DIRECTOR OF EDUCATION$193,570 Same NTEE code B29, revenue within 2x, same state
OLIVE GROVE CHARTER SCHOOLS INCCAB29 $7,351,652$6,282,040 Superintendent$187,771 Same NTEE code B29, revenue within 2x, same state, similar mission
ALDER GROVE CHARTER SCHOOLCAB29 $9,078,195$8,409,234 EXECUTIVE DIRECTOR$232,352 Same NTEE code B29, revenue within 2x, same state, similar name
CITRUS SPRINGS CHARTER SCHOOLCAB29 $7,858,705$6,765,905 Principal$153,480 Same NTEE code B29, revenue within 2x, same state, similar name
ODYSSEY CHARTER SCHOOLSCAB29 $13,761,583$12,386,333 EXECUTIVE DIRECTOR$189,386 Same NTEE code B29, revenue within 2x, same state, similar name
ILEAD ONLINE CHARTER SCHOOLCAB29 $7,409,527$7,344,667 SCHOOL DIRECTOR$178,628 Same NTEE code B29, revenue within 2x, same state, similar name
BELLA MENTE CHARTER SCHOOLCAB29 $8,013,415$8,118,088 Executive Dir.$194,828 Same NTEE code B29, revenue within 2x, same state, similar name
VALLEY CHARTER SCHOOLSCAB29 $10,726,142$10,447,753 EXECUTIVE DIRECTOR$275,175 Same NTEE code B29, revenue within 2x, same state, similar name
MANZANITA PUBLIC CHARTER SCHOOLCAB29 $8,433,223$8,134,324 Vice Principal$176,273 Same NTEE code B29, revenue within 2x, same state
GOLDEN VALLEY CHARTER SCHOOLCAB29 $7,901,706$7,199,741 EXECUTIVE DIRECTOR$212,236 Same NTEE code B29, revenue within 2x, same state
INTEGRITY CHARTER SCHOOLCAB29 $10,863,078$8,015,677 Executive Dir.$164,870 Same NTEE code B29, revenue within 2x, same state, similar name
PEABODY CHARTER SCHOOL INCCAB29 $13,184,182$13,465,121 SUPERINTENDENT/PRINICPAL$238,646 Same NTEE code B29, revenue within 2x, same state, similar name
JOHN MUIR CHARTER SCHOOLSCAB29 $12,938,197$14,195,647 CEO$287,226 Same NTEE code B29, revenue within 2x, same state
THERESA HESSLING CHARTER SCHOOL PROJECTCAB29 $8,171,419$7,305,286 Executive Dir.$191,120 Same NTEE code B29, revenue within 2x, same state
LONG VALLEY CHARTER SCHOOLCAB29 $7,602,817$7,485,320 EXECUTIVE DI$136,771 Same NTEE code B29, revenue within 2x, same state, similar name
AMERICAS FINEST CHARTER SCHOOLCAB29 $8,518,130$7,943,306 PRINCIPAL$159,119 Same NTEE code B29, revenue within 2x, same state
SOUTH VALLEY CHARTER SCHOOLCAB29 $10,117,154$9,835,879 CEO$264,989 Same NTEE code B29, revenue within 2x, same state, similar name
NOTHERN UNITED CHARTER SCHOOLSCAB29 $8,872,391$7,989,887 EXECUTIVE DIRECTOR$180,075 Same NTEE code B29, revenue within 2x, same state
ESCONDIDO CHARTER HIGH SCHOOLCAB29 $14,622,569$13,405,528 Executive Dir.$303,202 Same NTEE code B29, revenue within 2x, same state, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
ORACLE EDUCATION FOUNDATION Private foundation$3,041,39310 12014–2024 DESIGN TECH HIGH SCHOOL
FORGOOD INC DAF sponsor$2,286,54823 52013–2024 OCEAN CHARTER SCHOOL; AVESON; CHIME INSTITUTE; INVICTUS ACADEMY INC and 1 more
THE CALIFORNIA ENDOWMENT Private foundation$1,863,00010 12019–2024 SEMILLAS SOCIEDAD CIVIL
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$1,134,08835 152019–2025 DESIGN TECH HIGH SCHOOL; CHIME INSTITUTE; ODYSSEY CHARTER SCHOOLS; UNIVERSITY PREPARATORY ACADEMY and 11 more
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$920,0009 62010–2023 ORANGE COUNTY CLASSICAL ACADEMY; LOS ANGELES EDUCATION CORPS; SEMILLAS SOCIEDAD CIVIL; NEW HEIGHTS CHARTER SCHOOL and 2 more
GATES FOUNDATION Private foundation$719,9626 22012–2023 CHIME INSTITUTE; PEABODY CHARTER SCHOOL INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$637,21821 62016–2024 DESIGN TECH HIGH SCHOOL; LEGACY CHARTER SCHOOL; COMMUNITY ROOTS CHARTER SCHOOL; OCEAN CHARTER SCHOOL and 2 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$579,39422 82014–2024 DESIGN TECH HIGH SCHOOL; INVICTUS ACADEMY INC; LEGACY CHARTER SCHOOL; EXTERA PUBLIC SCHOOLS and 4 more
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$552,09310 42016–2024 DESIGN TECH HIGH SCHOOL; CHIME INSTITUTE; THERESA HESSLING CHARTER SCHOOL PROJECT; MISSION PREPARATORY
DANIEL R MARTIN FAMILY FOUNDATION INC Private foundation$540,00010 12015–2024 UNIVERSITY HIGH SCHOOL
THE ANNENBERG FOUNDATION Private foundation$470,0006 22014–2022 SEMILLAS SOCIEDAD CIVIL; CHIME INSTITUTE
CHARLES AND MARIE ROBERTSON FOUNDATION Private foundation$450,0004 12021–2024 ORANGE COUNTY CLASSICAL ACADEMY
PHILANTHROPIC VENTURES FOUNDATION DAF sponsor$421,4811 12014–2014 DESIGN TECH HIGH SCHOOL
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$410,0003 12018–2024 DESIGN TECH HIGH SCHOOL
STEANS FAMILY FOUNDATION Private foundation$409,5531 12016–2016 LEGACY CHARTER SCHOOL

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $9,751,201 spent · pay $6,601,966 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $4,862,062$4,843,628$18,434- 49.9%
Fees: other services $1,469,918$1,306,826$163,092- 15.1%
Other (as described)BOOKS AND SUPPLIES $1,144,376$1,139,551$4,825- 11.7%
Other employee benefits $602,132$581,437$20,695- 6.2%
Pay: officers, directors, trustees, key employees $420,555$336,444$84,111- 4.3%
Payroll taxes $392,592$383,056$9,536- 4.0%
Pension plan contributions $324,625$326,070-$1,445- 3.3%
Occupancy $220,110$156,400$63,710- 2.3%
Fees: legal $97,760-$97,760- 1.0%
Other (as described)DIRECT SUPPORT/INDIRECT CHARGE $81,338-$81,338- 0.8%
Insurance $55,441-$55,441- 0.6%
Other (as described)UTILITIES $52,478$2,337$50,141- 0.5%
Fees: accounting $14,150-$14,150- 0.1%
Other (as described)COMMUNICATIONS $11,270$9,016$2,254- 0.1%
All other expenses $1,940$1,940-- 0.0%
Interest $454-$454- 0.0%
Total$9,751,201100%

View the filing

2023 · Form 990 · $7,780,160 spent · pay $5,190,453 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $3,931,332$3,931,332-- 50.5%
Fees: other services $1,251,692$1,015,416$236,276- 16.1%
Other (as described)BOOKS AND SUPPLIES $897,704$880,183$17,521- 11.5%
Other employee benefits $409,940$402,636$7,304- 5.3%
Payroll taxes $319,543$312,101$7,442- 4.1%
Pay: officers, directors, trustees, key employees $318,945$214,841$104,104- 4.1%
Pension plan contributions $210,693$210,693-- 2.7%
Occupancy $190,522$137,610$52,912- 2.4%
Other (as described)DIRECT SUPPORT/INDIRECT CHARGE $67,491-$67,491- 0.9%
Fees: legal $60,752-$60,752- 0.8%
Insurance $48,860-$48,860- 0.6%
Other (as described)UTILITIES $36,462$1,493$34,969- 0.5%
Fees: accounting $13,900-$13,900- 0.2%
Travel $9,203$9,203-- 0.1%
Other (as described)COMMUNICATIONS $7,039$5,631$1,408- 0.1%
All other expenses $5,370$5,370-- 0.1%
Interest $712-$712- 0.0%
Total$7,780,160100%

View the filing

2022 · Form 990 · $5,084,685 spent · pay $3,317,286 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $2,636,599$2,566,602$69,997- 51.9%
Other (as described)BOOKS AND SUPPLIES $727,540$725,116$2,424- 14.3%
Fees: other services $681,790$544,601$137,189- 13.4%
Other employee benefits $289,549$280,124$9,425- 5.7%
Payroll taxes $209,472$189,424$20,048- 4.1%
Occupancy $140,309$104,073$36,236- 2.8%
Pay: officers, directors, trustees, key employees $139,796$111,837$27,959- 2.7%
Fees: legal $56,898-$56,898- 1.1%
Other (as described)DIRECT SUPPORT/INDIRECT CHARGE $55,231-$55,231- 1.1%
Pension plan contributions $41,870$37,437$4,433- 0.8%
Insurance $40,977-$40,977- 0.8%
Other (as described)UTILITIES $26,195$1,079$25,116- 0.5%
Fees: accounting $21,700-$21,700- 0.4%
Travel $7,586$7,586-- 0.1%
Other (as described)COMMUNICATIONS $4,308$3,446$862- 0.1%
All other expenses $3,982$3,982-- 0.1%
Interest $883-$883- 0.0%
Total$5,084,685100%

View the filing

2021 · Form 990 · $3,064,644 spent · pay $1,937,960 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,558,069$1,537,958$20,111- 50.8%
Fees: other services $444,162$290,848$153,215$99 14.5%
Other (as described)BOOKS AND SUPPLIES $347,773$347,773-- 11.3%
Other (as described)RENTAL, LEASES, AND REPAIRS $133,200$99,900$33,300- 4.3%
Other employee benefits $132,099$128,909$3,190- 4.3%
Payroll taxes $123,078$119,935$3,143- 4.0%
Pay: officers, directors, trustees, key employees $118,805$95,044$23,761- 3.9%
Other (as described)INDIRECT COSTS $102,948-$102,948- 3.4%
Insurance $47,755-$47,755- 1.6%
Occupancy $25,293-$25,293- 0.8%
Other (as described)COMMUNICATIONS $6,568$5,254$1,314- 0.2%
Fees: accounting $6,235-$6,235- 0.2%
Pension plan contributions $5,909$5,333$576- 0.2%
Travel $5,543$5,543-- 0.2%
Fees: legal $3,992-$3,992- 0.1%
All other expenses $1,838$1,838-- 0.1%
Interest $1,377-$1,377- 0.0%
Total$3,064,644100%

View the filing

2020 · Form 990 · $1,200,963 spent · pay $832,601 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $602,520$586,777$15,743- 50.2%
Fees: other services $185,869$132,995$52,874- 15.5%
Pay: officers, directors, trustees, key employees $117,400$93,920$23,480- 9.8%
Other employee benefits $59,547$57,259$2,288- 5.0%
Payroll taxes $53,134$50,504$2,630- 4.4%
Insurance $48,696-$48,696- 4.1%
Other (as described)BOOKS & INSTRUCTIONAL SUPPLIES $40,409$39,203$1,206- 3.4%
Other (as described)DIRECT SUPPORT/INDIRECT CHARGE $31,149-$31,149- 2.6%
Other (as described)RENT AND MAINTENANCE OF EQUIPM $22,335$16,751$5,584- 1.9%
Fees: accounting $15,958-$15,958- 1.3%
Interest $14,757-$14,757- 1.2%
Occupancy $5,997-$5,997- 0.5%
Other (as described)DUES AND MEMBERSHIPS $1,500$1,500-- 0.1%
All other expenses $1,450$1,160$290- 0.1%
Fees: legal $242-$242- 0.0%
Total$1,200,963100%

View the filing

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