Nonprofit · EIN 30-1200893
HEARTWOOD CHARTER SCHOOL
Tax-exempt · FAIRFAX, CA 94978
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $9,924,366 | $9,751,201 | $173,165 | $4,888,458 | $1,968,418 | $2,920,040 |
| June 30, 2024 | 990 | $7,991,998 | $7,780,160 | $211,838 | $3,909,512 | $1,162,637 | $2,746,875 |
| June 30, 2023 | 990 | $6,413,474 | $5,084,685 | $1,328,789 | $3,311,622 | $836,585 | $2,475,037 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $9,861,857
- of which government grants
- $9,798,857
- Program service revenue
- $45,618
- Investment income
- $16,891
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $420,555
- Other salaries and wages
- $4,862,062
- Salaries, compensation and benefits (total)
- $6,601,966
- Professional fundraising fees
- $0
- Legal fees
- $97,760
- Accounting fees
- $14,150
- Occupancy
- $220,110
- Program services (functional)
- $9,086,705
- Management and general (functional)
- $664,496
Balance sheet and other
- Total assets, start of year
- $3,909,512
- Total assets, end of year
- $4,888,458
- Total liabilities, end of year
- $1,968,418
- Net assets, end of year
- $2,920,040
- Net assets without donor restrictions
- $2,910,040
- Net assets with donor restrictions
- $10,000
- Gross receipts
- $9,924,366
- Employees
- 72
- Volunteers
- 36
- Year formed
- 2019
- 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 |
|---|---|---|---|---|
| STEPHANIE FELTON-PRIESTNER | Executive Dir. Trustee or director | 40 | $151,386 | $18,215 |
| HEATHER DEYDEN | ASSISTANT DIRECTOR OF OPERATIONS | 40 | $127,180 | $15,299 |
| KIT MAYBERRY | CERT SUPPORT TEACH | 40 | $126,376 | $15,492 |
| ANNETTE HOLSCHER | CLASS TEACHER | 40 | $111,672 | $14,377 |
| KELLY PRESCUTTI | CERT SUPPORT TEACH | 40 | $110,963 | $14,924 |
| SHELLY KNEPPER | ED. SPECIALIST | 40 | $109,687 | $14,752 |
| JEREMIAH WATTERSON | ED. SPECIALIST | 40 | $108,371 | $2,575 |
| TAMARA LEMESH | ASSISTANT PRINCIPAL | 40 | $92,594 | $15,881 |
| MARK PUCCINELLI | President Trustee or director, Officer | 40 | $0 | $0 |
| TRACY LAPERA | MEMBER Trustee or director | 4 | $0 | $0 |
| GREG BROWMAN | Secretary Trustee or director | 4 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHANIE FELTON-PRIESTNER | Executive Dir. Trustee or director | 40 | $134,912 | $10,635 |
| HEATHER DEYDEN | ASSISTANT DIRECTOR OF OPERATIONS | 40 | $110,179 | $17,718 |
| TAMARA LEMESH | ASSISTANT PRINCIPAL | 40 | $45,501 | $0 |
| MARK PUCCINELLI | President Trustee or director, Officer | 40 | $0 | $0 |
| TRACY LAPERA | MEMBER Trustee or director | 4 | $0 | $0 |
| GREG BROWMAN | MEMBER Trustee or director | 4 | $0 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHANIE FELTON-PRIESTNER | Executive Dir. Trustee or director | 40 | $129,590 | $10,206 |
| MARK PUCCINELLI | President Trustee or director, Officer | 40 | $0 | $0 |
| TRACY LAPERA | MEMBER Trustee or director | 4 | $0 | $0 |
| GREG BROWMAN | MEMBER Trustee or director | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 822, FAIRFAX, CA 94978-0822
- In care of
- % AMY HOFFMAN PUCCINELLI
- Principal officer (990 for 2024)
- MARK PUCCINELLI, 170 LIBERTY SCHOOL ROAD, PETALUMA, CA 94952
- Signed the 990
- MARK PUCCINELLI, President
- Phone
- (415) 328-1020
- Website
- HEARTWOODCHARTERSCHOOL.ORG
- Return prepared by
- NIGRO & NIGRO PC
California records
California keeps its own records of charities and corporations. Search them by EIN 30-1200893 or by the name HEARTWOOD CHARTER SCHOOL.
- 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 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.
Program accomplishments
- HEARTWOOD CHARTER SCHOOL IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION WHOSE GOAL IS TO GRADUATE STUDENTS WHO ARE PROFICIENT IN ALL CORE SUBJECTS, WELL-PREPARED TO PURSUE FURTHER ACADEMIC AND PERSONAL GOALS, AND MOTIVATED TO MAKE POSITIVE, ETHICAL AND CREATIVE CONTRIBUTIONS TO THEIR WORLD.HEARTWOOD CHARTER PROVIDES A HOMESCHOOL PROGRAM OR A GROUP INSTRUCTIONAL PROGRAM FOR GRADES K-12.Expenses $9,086,705
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
- 30-1200893
- 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
- 2021
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $4,888,458
- Income (IRS master file)
- $9,924,366
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,924,366 | $9,751,201 | $4,888,458 | IRS |
| 990 | June 2024 | $7,991,998 | $7,780,160 | $3,909,512 | XML |
| 990 | June 2023 | $6,413,474 | $5,084,685 | $3,311,622 | XML |
| 990 | June 2022 | $3,986,013 | $3,064,644 | $1,905,120 | IRS |
| 990 | June 2021 | – | – | – | 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 30-1200893).
Questions about HEARTWOOD CHARTER SCHOOL
- What is the EIN of HEARTWOOD CHARTER SCHOOL?
- The employer identification number (EIN) of HEARTWOOD CHARTER SCHOOL is 30-1200893.
- Is HEARTWOOD CHARTER SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to HEARTWOOD CHARTER SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEARTWOOD CHARTER 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 HEARTWOOD CHARTER 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 HEARTWOOD CHARTER 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 HEARTWOOD CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 names MARK PUCCINELLI.
- Who are the officers and directors of HEARTWOOD CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 lists 11 people; 8 received compensation from the organization, the highest $151,386 (STEPHANIE FELTON-PRIESTNER, Executive Dir.).
- How much revenue does HEARTWOOD CHARTER SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,924,366, expenses of $9,751,201 and total assets of $4,888,458 at year end.
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