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HEARTWOOD CHARTER SCHOOL

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Public IRS 990 nonprofit record

HEARTWOOD CHARTER SCHOOL

EIN 30-1200893 · Charter Schools (B29)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $93.20 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 leaders11 people are listed in the latest report.

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

Money made simple

91.56%of revenue went to mission work93.2% of expenses · Program services
$98.26spent for every $100 of revenueRevenue covered expenses this year.
6.70%of revenue went to management and office costs6.8% of expenses
$0.50in assets for every $1 spent this yearSome assets cannot be spent right away.
99.4%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.

Pay context: The highest compensation shown in this filing is $169,601 for STEPHANIE FELTON-PRIESTNER (EXECUTIVE DIR.). Compare pay with organizations of similar size and complexity.

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$9,924,366
Mission workProgram services$9,086,70591.56% of revenue93.2% of expenses
ManagementOffice and general costs$664,4966.70% of revenue6.8% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Revenue left after expensesReported annual surplus$173,1651.74% of revenueShown in gray on the chart
Total expenses$9,751,20198.26% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

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: 93.2% mission · 6.8% management · 0.0% fundraisingTotal expenses: 98.26% of revenue
2023Expense mix: 91.6% mission · 8.4% management · 0.0% fundraisingTotal expenses: 97.35% of revenue
2022Expense mix: 90.0% mission · 10.0% management · 0.0% fundraisingTotal expenses: 79.28% of revenue
2021Expense mix: 86.1% mission · 13.9% management · 0.0% fundraisingTotal expenses: 76.88% of revenue
2020Expense mix: 81.6% mission · 18.4% management · 0.0% fundraisingTotal expenses: 86.29% of revenue

Money in and money out

Revenue$9,924,366
Expenses$9,751,201
Annual surplus $173,165 Revenue was higher than expenses 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)$9,086,705 · 93.2% of expenses
Management and office costs$664,496 · 6.8% of expenses
See all reported dollar amounts
Revenue$9,924,366
Expenses$9,751,201
Assets$4,888,458
Income$9,924,366
Contributions$9,861,857
Mission work (program services)$9,086,705
Management and general$664,496
Accounting fees$14,150
People

Leadership and board

Tax year 2024

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

People reported as paid

Person and titleCompensation
STEPHANIE FELTON-PRIESTNEREXECUTIVE DIR. · 40 hrs/week $169,601Base $151,386 · Other $18,215
HEATHER DEYDENASSISTANT DIRECTOR OF OPERATIONS · 40 hrs/week $142,479Base $127,180 · Other $15,299
KIT MAYBERRYCERT SUPPORT TEACH · 40 hrs/week $141,868Base $126,376 · Other $15,492
ANNETTE HOLSCHERCLASS TEACHER · 40 hrs/week $126,049Base $111,672 · Other $14,377
KELLY PRESCUTTICERT SUPPORT TEACH · 40 hrs/week $125,887Base $110,963 · Other $14,924
SHELLY KNEPPERED. SPECIALIST · 40 hrs/week $124,439Base $109,687 · Other $14,752
JEREMIAH WATTERSONED. SPECIALIST · 40 hrs/week $110,946Base $108,371 · Other $2,575
TAMARA LEMESHASSISTANT PRINCIPAL · 40 hrs/week $108,475Base $92,594 · Other $15,881

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (11)

STEPHANIE FELTON-PRIESTNEREXECUTIVE DIR.

HEATHER DEYDENASSISTANT DIRECTOR OF OPERATIONS

KIT MAYBERRYCERT SUPPORT TEACH

ANNETTE HOLSCHERCLASS TEACHER

KELLY PRESCUTTICERT SUPPORT TEACH

SHELLY KNEPPERED. SPECIALIST

JEREMIAH WATTERSONED. SPECIALIST

TAMARA LEMESHASSISTANT PRINCIPAL

GREG BROWMANSECRETARY

MARK PUCCINELLIPRESIDENT

TRACY LAPERAMEMBER

About this charity

Recognized since
January 2021
Location
170 LIBERTY SCHOOL ROAD, PETALUMA, CA 94952
County
Sonoma
In care of
MARK PUCCINELLI
Primary officer
MARK PUCCINELLI, President

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
NIGRO & NIGRO PC
NTEE classification
Charter Schools (B29)
IRS tax category
Charter Schools

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

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