Nonprofit · EIN 20-5534052
HEALDSBURG SCHOOL
Tax-exempt · HEALDSBURG, CA 95448
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,015,783 | $5,379,754 | -$363,971 | $6,855,914 | $1,378,188 | $5,477,726 |
| June 30, 2024 | 990 | $5,303,713 | $5,107,429 | $196,284 | $7,265,166 | $1,454,068 | $5,811,098 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $624,211
- Program service revenue
- $4,166,212
- Investment income
- $218,757
- Other revenue
- $6,603
Expenses
- Grants and similar amounts paid
- $411,050
- Compensation of officers, directors and key employees
- $277,374
- Other salaries and wages
- $2,659,168
- Salaries, compensation and benefits (total)
- $3,541,746
- Professional fundraising fees
- $0
- Legal fees
- $24,332
- Accounting fees
- $77,687
- Occupancy
- $464,260
- Depreciation
- $90,105
- Program services (functional)
- $4,307,872
- Management and general (functional)
- $732,232
- Fundraising (functional)
- $339,650
Balance sheet and other
- Total assets, start of year
- $7,265,166
- Total assets, end of year
- $6,855,914
- Total liabilities, end of year
- $1,378,188
- Net assets, end of year
- $5,477,726
- Land, buildings and equipment
- $1,481,814
- Publicly traded securities
- $2,583,246
- Net assets without donor restrictions
- $4,768,234
- Net assets with donor restrictions
- $709,492
- Gross receipts
- $5,103,486
- Employees
- 65
- Volunteers
- 180
- Year formed
- 2006
- State of legal domicile
- CA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACIE MASTRONICOLA | HEAD OF SCHOOL Officer | 50 | $130,000 | $33,012 |
| STEPHANIE DAVIES | HEAD OF SCHOOL Officer | 50 | $137,513 | $10,661 |
| CHARLOTTE PERRINE | TEACHER/MATH COORDINATOR Highest-paid employee | 40 | $114,096 | $15,005 |
| EVAN WELTY | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ANDREA KLADDER | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MICHELLE BLAKE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| GABRIEL FROYMOVICH | TREASURER (LEFT 12/24) Trustee or director, Officer | 2 | $0 | $0 |
| COURTNEY COCHRAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JAMES DRISCOLL | TRUSTEE (LEFT 11/24) Trustee or director | 2 | $0 | $0 |
| CATALINA MARIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SANDI PASSALACQUA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NICHOLAS PEAY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DOUG QUINTERO | TRUSTEE (LEFT 6/25) Trustee or director | 2 | $0 | $0 |
| CHRIS ROUSSEAU | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANDY DAVIES | HEAD OF SCHOOL Officer | 50 | $262,916 | $21,050 |
| CHARLOTTE PERRINE | TEACHER/MATH COORDINATOR Highest-paid employee | 40 | $109,104 | $16,785 |
| TANYA BRUNO | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $108,218 | $3,338 |
| EVAN WELTY | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CATALINA MARIN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GABRIEL FROYMOVICH | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SANDI PASSALAQUA | FOUNDER AND TRUSTEE Trustee or director, Officer | 2 | $0 | $0 |
| MICHELLE BLAKE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JASON CUNNINGHAM | TRUSTEE (LEFT 6/24) Trustee or director | 2 | $0 | $0 |
| JAMES DRISCOLL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAUL FORGUE | TRUSTEE (LEFT 6/24) Trustee or director | 2 | $0 | $0 |
| LAURA LEE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| IAN MARQUIS | TRUSTEE (LEFT 6/24) Trustee or director | 2 | $0 | $0 |
| NICHOLAS PEAY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DOUG QUINTERO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JENIFER WEISS | TRUSTEE (LEFT 6/24) Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 33 HEALDSBURG AVE STE H, HEALDSBURG, CA 95448-4043
- In care of
- % SANDI PASSALACQUA
- Principal officer (990 for 2024)
- ALEX KOPELEVICH, 33 HEALDSBURG AVE H, HEALDSBURG, CA 95448
- Signed the 990
- ALEX KOPELEVICH, CFOO
- Phone
- (707) 433-4847
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO CULTIVATE THE INTELLECT, COURAGE, AND COMPASSION TO LEAD LIVES OF INQUIRY AND PURPOSE.
Program accomplishments
- A TK - EIGHTH GRADE SCHOOL DEDICATED TO EDUCATING THE WHOLE CHILD. WE PROVIDE A PURPOSE-DRIVEN PROJECT-BASED CURRICULUM THAT INSPIRES CHILDREN TO LEAD LIVES OF INQUIRY AND IMPACT.Expenses $4,307,872 · grants $411,050 · revenue $4,166,212
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-5534052
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24)
- Assets (IRS master file)
- $6,855,914
- Income (IRS master file)
- $5,103,486
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $5,902,861 | $4,931,710 | $6,475,159 | IRS |
| 990 | June 2022 | $7,330,422 | $4,087,400 | $5,890,897 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about HEALDSBURG SCHOOL
- What is the EIN of HEALDSBURG SCHOOL?
- The employer identification number (EIN) of HEALDSBURG SCHOOL is 20-5534052.
- Is HEALDSBURG SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to HEALDSBURG SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEALDSBURG SCHOOL 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 HEALDSBURG SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEALDSBURG SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HEALDSBURG SCHOOL?
- The 990 for the year ended June 30, 2025 names ALEX KOPELEVICH.
- Who are the officers and directors of HEALDSBURG SCHOOL?
- The 990 for the year ended June 30, 2025 lists 14 people; 3 received compensation from the organization, the highest $130,000 (TRACIE MASTRONICOLA, HEAD OF SCHOOL).
- How much revenue does HEALDSBURG SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,015,783, expenses of $5,379,754 and total assets of $6,855,914 at year end.
Other nonprofits in HEALDSBURG
- LIVE OAK PRESCHOOL EIN 94-2430157 · last filed 990 for 2025
- ST JOHN THE BAPTIST HEALDSBURG SCHOOL FOUNDATION EIN 84-4073455 · last filed 990 for 2024
- HEALDSBURG ROTARY SCHOLARSHIP FUND EIN 20-4779014 · last filed 990 for 2025
- ALEXANDER VALLEY UNION SCHOOL CLUB EIN 68-0013283 · last filed 990-EZ for 2025
- FELTA FOUNDATION EIN 68-0479413 · last filed 990-EZ for 2025
- HEALDSBURG COMMUNITY NURSERY SCHOOL INC EIN 94-6138162 · last filed 990-EZ for 2025
- HEALDSBURG GREYHOUND BOOSTER CLUB EIN 68-0009096 · last filed 990-EZ for 2026
- HEALDSBURG EDUCATION FOUNDATION EIN 68-0051242 · last filed 990 for 2025