Heartwood Charter School

Learn about this cause: What are the reviews? Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 301200893 ✦ Petaluma, CA ✦ Designated as a 501(c)(3)

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Overview

What is Heartwood Charter School?

Heartwood Charter School is a California-based nonprofit public benefit corporation with a mission to foster well-rounded students. Located at 170 LIBERTY SCHOOL ROAD, PETRALUMA, CA 94952, the school aims to graduate students who are proficient in core subjects, prepared for future academic and personal goals, and motivated to make ethical and creative contributions to society. Heartwood Charter School offers a homeschool program or group instructional program for grades K-12, following the whole child approach of public Waldorf education. Students can choose from various paths, including part-time group instruction or independent home study with a strong classical public Waldorf approach. The school's supportive and independent study learning environment empowers students to pursue their academic and personal interests, fostering their holistic growth. With a team of 33 dedicated individuals, Heartwood Charter School is committed to nurturing and inspiring the next generation.


Official website here: www.heartwoodcharterschool.org

What are the reviews and ratings of this charity?

Charity Navigator Rating: 88% (Three-Star out of Four Stars)

Heartwood Charter School has achieved a Three-Star rating from Charity Navigator, indicating a strong performance in accountability and finance. The overall score is derived entirely from a single beacon score, reflecting the organization's commitment to transparent financial practices, with a notable 88% score in this category for the most recent fiscal year (FY2023).

The organization is recognized for its strong governance, having a fully independent board with eight members, and it excels in maintaining thorough financial oversight, as evidenced by its perfect scores in financial statements and material diversion of assets. Furthermore, Heartwood Charter School demonstrates fiscal responsibility, with a program expense ratio of 87.63%, indicating that a significant portion of its expenses directly supports its programs.

However, there are some areas for improvement, particularly regarding governance policies. The absence of a whistleblower policy and document retention and destruction policy has been noted, which could raise concerns about organizational transparency and risk management. Despite these limitations, Heartwood Charter School's solid fiscal health and commitment to accountability make it a trustworthy nonprofit.


This AI summary has been generated from information found on Charity Navigator.

Is Heartwood Charter School legitimate?

Heartwood Charter School is a legitimate nonprofit organization registered as a 501(c)(3) entity. Heartwood Charter School submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $118,805
Professional Fundraising Fees: $0
Other Salaries and Wages: $1,558,069

For more financial information, click here


Official website here: www.heartwoodcharterschool.org

What is the mission statement of Heartwood Charter School?

Heartwood Charter School's mission is to establish a nurturing, independent study learning environment that encourages students to explore various educational paths. Inspired by the whole child approach of Public Waldorf Education, the school offers several options. Students can opt for part-time group instructional learning, immerse in home study with a traditional Public Waldorf approach, or design a more individualized home study program. The school's mission is centered around fostering a supportive environment, allowing students the freedom to choose their learning paths and grow holistically.


Official website here: www.heartwoodcharterschool.org

Who is the CEO of Heartwood Charter School?

Mark Puccinelli is the Executive Dir. of Heartwood Charter School.


Official website here: www.heartwoodcharterschool.org

What is the revenue of Heartwood Charter School?

Heartwood Charter School's revenue in 2022 was $3,986,013.


Official website here: www.heartwoodcharterschool.org

Who are the executives of Heartwood Charter School and what are their salaries?

The average compensation at Heartwood Charter School during 2022 was $50,814. There are 33 employees and 11 volunteers at Heartwood Charter School.


Here are 4 key members and their salaries:


Stephanie Felton-Priestner (Executive Dir.)
  • Compensation: $110,085
  • Related: $0
  • Other: $8,720
Mark Puccinelli (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tracy Lapera (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Greg Browman (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.heartwoodcharterschool.org

Where can I find the form 990 for Heartwood Charter School?

Heartwood Charter School's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.heartwoodcharterschool.org

Learn more at the official website: www.heartwoodcharterschool.org

Mission Statement of Heartwood Charter School

Heartwood Charter School aims to establish a nurturing and independent learning environment that caters to the holistic development of its students. This mission is inspired by the whole child approach of Public Waldorf Education. The school offers various learning paths to its students, allowing them to choose from a range of options. These options include spending part of their week in a group instructional setting, engaging in home study with a strong classic Public Waldorf approach, or designing a more autonomous whole child, home study option. Heartwood Charter School's mission is to provide a supportive atmosphere that encourages students to explore and pursue their interests while fostering their personal growth.

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Impact




October, 2024

Heartwood Charter School significantly impacts the educational landscape by offering a diverse and adaptable learning environment that centers around the whole child approach inspired by public Waldorf education. By empowering students to choose between various pathways—whether it be group instruction or independent study—Heartwood fosters a personalized educational journey that caters to individual learning styles and needs.

Students at Heartwood are not only engaged in core subjects but also encouraged to develop essential life skills and a sense of ethical responsibility. The emphasis on creativity and positive contributions to society prepares students to be proficient in academics and motivated to pursue their personal and academic goals. The school's flexible structure helps to cultivate a supportive community, making education a collaborative and enriching experience for families in Petaluma, California, and beyond. Ultimately, Heartwood Charter School's approach equips students to thrive both in further academic endeavors and in their broader lives.




This information is meant to be a general summary of Heartwood Charter School. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$3,986,013 (2022)
Expenses
$3,064,644 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $276
  • Program Service Revenue: $14,401
  • Gross Receipts: $3,986,013

Assets and Liabilities:

  • Total Assets: $1,905,120
  • Total Liabilities: $896,861
  • Net Assets: $1,008,259

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

REFUNDS TO SCHOOL

Revenue

$14,401

Organization Details

Founding Year

2019

Principal Officer

Mark Puccinelli

Main Address

170 LIBERTY SCHOOL ROAD, PETALUMA, CA, 94952

NTEE Category

Code: B29 - Education

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