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HEARTWOOD EDUCATIONAL COLLABORATIVE

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Public IRS 990 nonprofit record

HEARTWOOD EDUCATIONAL COLLABORATIVE

EIN 47-2834601 · Elementary & Secondary Schools (B20)

What they do

Heartwood Educational Collaborative is The Nonprofit Fundraising Foundation Associated With The Heartwood Charter School Bothin Program In Fairfax, CA That Works Toward Supporting Nature and Waldorf-based Educational Initiatives for TK-8th Grade Students. By Organizing Family Donations, Throwing Fundraising Events, and Partnering With Local Businesses, HEC Provides Funds That Can Be Used to Offset Rental Costs for The Unique Bothin Campus, Support School-wide Festivals, Enrich School Materials, Make Educational Trips Accessible to All Students Regardless of Ability to Pay, and Continue to Make Heartwood Charter School A Special Place for Students Seeking An Alternative Education In The Public Realm. In 2019 The Program Applied for A Separate Charter Authorization With Liberty School District and That Charter Was Approved. Heartwood Charter School Was Created As An Independent Public Charter School In Sonoma and Marin Counties. In 2020, Heartwood Educational Collaborative Worked Closely

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $89.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders9 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

157.59%of revenue went to mission work89.4% of expenses · Program services
$176.20spent for every $100 of revenueSpending was higher than revenue this year.
$0.33in assets for every $1 spent this yearSome assets cannot be spent right away.
91.3%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $38,724 this year. Ask whether that was planned or caused by a one-time event.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$50,822
Mission workProgram services$80,091157.59% of revenue89.4% of expenses
ManagementOffice and general costs0.00% of revenue0.0% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Total expenses$89,546176.20% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 89.4% mission · 0.0% management · 0.0% fundraisingTotal expenses: 176.20% of revenue
2023Expense mix: 89.3% mission · 0.0% management · 0.0% fundraisingTotal expenses: 84.77% of revenue
2022Expense mix: 76.2% mission · 0.0% management · 0.0% fundraisingTotal expenses: 64.36% of revenue
2021Expense mix: 81.5% mission · 0.0% management · 0.0% fundraisingTotal expenses: 92.31% of revenue
2020Expense mix: 88.2% mission · 11.0% management · 0.7% fundraisingTotal expenses: 128.61% of revenue
2019Expense mix: 64.7% mission · 33.1% management · 2.2% fundraisingTotal expenses: 156.08% of revenue
2018Expense mix: 84.2% mission · 12.7% management · 3.1% fundraisingTotal expenses: 85.96% of revenue
2017Expense mix: 77.9% mission · 18.0% management · 4.1% fundraisingTotal expenses: 107.68% of revenue

Money in and money out

Revenue$50,822
Expenses$89,546
Annual shortfall $38,724 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$80,091 · 89.4% of expenses
See all reported dollar amounts
Revenue$50,822
Expenses$89,546
Assets$29,339
Income$50,822
Contributions$46,379
Mission work (program services)$80,091
Grants given$65,000
Average grant$65,000
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (9)

AMY HOFFMAN PUCCINELLI BEGINNING 7CHAIRPERSON

AMY HOFFMAN PUCCINELLI THROUGH 63TREASURER

FAYE WYLDER BEGINNING 7124CHAIRPERSON

GERI LOGAN BEGINNING 7124SECRETARY

GREG BROWMAN THROUGH 63024CHAIRPERSON

LIAT BLUM BEGINNING 7124TREASURER

MELISSA GUYOUT THROUGH 63024CHAIRPERSON

ROBERT BRYANT BEGINNING 7124PRESIDENT

SARAH WOTHERSPOON THROUGH 63024SECRETARY

About this charity

Recognized since
January 2018
Location
PO BOX 822, FAIRFAX, CA 94978-0822
County
Marin
In care of
% GREG BROWMAN
Primary officer
Robert Bryant, President

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990EZ
Tax preparer
ALLWORTH TAX SOLUTIONS
NTEE classification
Elementary & Secondary Schools (B20)
IRS tax category
Elementary & Secondary Schools
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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