Nonprofit · EIN 47-2834601
HEARTWOOD EDUCATIONAL COLLABORATIVE
Tax-exempt · FAIRFAX, CA 94978
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $50,822 | $89,546 | -$38,724 | $29,339 | $0 | $29,339 |
| December 31, 2023 | 990-EZ | $111,148 | $94,225 | $16,923 | $70,063 | $2,000 | $68,063 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $46,379
- Other revenue
- $4,443
Expenses
- Grants and similar amounts paid
- $63,000
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,000
- Other expenses
- $24,546
- Program services (functional)
- $80,091
Balance sheet and other
- Total assets, start of year
- $70,063
- Total assets, end of year
- $29,339
- Total liabilities, end of year
- $0
- Net assets, end of year
- $29,339
- Cash, savings and investments
- $26,909
- Gross receipts
- $50,822
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Greg Browman through 63024 | Chairperson | 1 | $0 |
| Amy Hoffman Puccinelli through 63 | Treasurer | 8 | $0 |
| Melissa Guyout through 63024 | Chairperson | 2 | $0 |
| Sarah Wotherspoon through 63024 | Secretary | 1 | $0 |
| Robert Bryant beginning 7124 | President | 4 | $0 |
| Liat Blum beginning 7124 | Treasurer | 1 | $0 |
| Faye Wylder beginning 7124 | Chairperson | 2 | $0 |
| Geri Logan beginning 7124 | Secretary | 1 | $0 |
| Amy Hoffman Puccinelli beginning 7 | Chairperson | 2 | $0 |
990-EZ for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Greg Browman | Chairperson | 1 | $0 |
| Amy Hoffman Puccinelli | Treasurer | 8 | $0 |
| Melissa Guyout | Chairperson | 2 | $0 |
| Sarah Wotherspoon | Secretary | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 822, FAIRFAX, CA 94978-0822
- In care of
- % GREG BROWMAN
- Signed the 990-EZ
- Robert Bryant, President
- Phone
- (415) 328-1080
- Website
- heartwoodcollaborative.org
- Return prepared by
- Allworth Tax Solutions
California records
California keeps its own records of charities and corporations. Search them by EIN 47-2834601 or by the name HEARTWOOD EDUCATIONAL COLLABORATIVE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
The Organization provides educational support for homeschool students. With attention and care, we aim to provide a stimulating and enriching education, awakening critical and creative thinking, instilling a love of work and learning that propels our students to make positive, heart-felt and inspiring contributions to our shared world.
Program accomplishments
- 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 with the new charter school to provide support for families and students as well as the charter school itself through grants for teachers and classes not funded under the new charter school, offsetting rental costs and offering parenting education programs. In 2021, 2022, 2023, and 2024 Heartwood Educational Collaborative focused its support through grants to the Waldorf program of Heartwood Charter School, benefitting the development of the program for all students and families.Expenses $80,091 · grants $63,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 47-2834601
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $29,339
- Income (IRS master file)
- $50,822
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $50,822 | $89,546 | $29,339 | XML |
| 990-EZ | December 2023 | $111,148 | $94,225 | $70,063 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-2834601).
Questions about HEARTWOOD EDUCATIONAL COLLABORATIVE
- What is the EIN of HEARTWOOD EDUCATIONAL COLLABORATIVE?
- The employer identification number (EIN) of HEARTWOOD EDUCATIONAL COLLABORATIVE is 47-2834601.
- Is HEARTWOOD EDUCATIONAL COLLABORATIVE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to HEARTWOOD EDUCATIONAL COLLABORATIVE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEARTWOOD EDUCATIONAL COLLABORATIVE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEARTWOOD EDUCATIONAL COLLABORATIVE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEARTWOOD EDUCATIONAL COLLABORATIVE last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of HEARTWOOD EDUCATIONAL COLLABORATIVE?
- The 990-EZ for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does HEARTWOOD EDUCATIONAL COLLABORATIVE have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $50,822, expenses of $89,546 and total assets of $29,339 at year end.
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