Heartwood Nature Programs Foundation: FY2023 Nonprofit Profile & Form 990 (EIN 85-2065167)

Revenue by fiscal year
FY2020	$112K
FY2021	$479K
FY2023	$527K
FY2024	$620K
FY2024	$743K

Expenses by fiscal year
FY2020	Not on file
FY2021	$378K
FY2023	$401K
FY2024	$482K
FY2024	$693K

Net assets by fiscal year
FY2020	$30K
FY2021	$131K
FY2023	$342K
FY2024	$480K
FY2024	$530K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2020.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

73%

24%

Program services 73% · $292K Management & general 24% · $96K Fundraising 3% · $14K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990; $87K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII

Tess Golden-Orr

Vice-President

$63,674Pt VII · Sec A

Erin Cole

President

$23,754Pt VII · Sec A

Daniela Yancheva

Secretary

$0Pt VII · Sec A

Laila O'Brien

Treasurer

$0Pt VII · Sec A

Tess Golden-Orr’s $138K as VP & Executive Director is at the 94th percentile of top reported officer pay among 1613 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

Name	FY2024	FY2024	FY2023	FY2021	FY2020
Tess Golden-Orr	$138,109	$69,346	$63,674	$45,846	$5,892
Erin Cole	$72,268	$24,092	$23,754	$32,848	$5,804

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers nature immersion programs, classes, and camps for all ages.

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Provided by the organization

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1 program · $292K · in their own filed words · FY2022

01

Heartwood provides outdoor nature immersion, year-round classes for youth ages 1-14. These classes have a focus on environmental learning and stewardship activities, along with mindfulness of self and surroundings, while fostering friendships and community to enrich the lives of the families who participate.

$292Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2023

Amazonsmile FoundationFY2023$41

Total grants receivedfrom 1 funder$41

By the numbers

The FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$527K

Ln 12

Fees for servicesLn 2g$516K

Gifts and grantsLn 1h$10K

Investment incomeLn 3$983

Money outPt IX

$401K

Ln 25

Programscol B$292K

Managementcol C$96K

Fundraisingcol D$14K

Owns and owesPt X

$342K

net assets · Ln 32

Cash and savingsLn 1–2$453K

Total assetsLn 16$453K

LiabilitiesLn 26$111K

PeoplePt VI, VII

4

listed · VII A

PaidVII A2

Voting boardVI 1a4

IndependentVI 1b2

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$10K

Government grantsLn 1e$0

Noncash giftsLn 1g$0

Fundraising eventsLn 1c$0

Fees for servicesLn 2g$516K

Investment incomeLn 3$983

Total revenueLn 12$527K

Assets in detailPt X, end of year

CashLn 1$453K

SavingsLn 2$0

Cash and savings togetherLn 1–2$453K

InvestmentsLn 11–13$0

Other assetsLn 15$0

Total assetsLn 16$453K

LiabilitiesLn 26$111K

Net assetsLn 32$342K

OperationsPt I, VI

EmployeesI 542

VolunteersI 670

Fiscal year endsHeaderAugust

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$298K	$453K
InvestmentsLn 11–13	$0	$0
Total assetsLn 16	$298K	$453K
LiabilitiesLn 26	$82K	$111K
Net assetsLn 32	$217K	$342K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$200	$200
Pay of current officers, directors and key staffLn 5	$71K	$0	$71K	$0
Other salaries and wagesLn 7	$227K	$227K	$0	$0
Payroll taxesLn 10	$27K	$27K	$0	$0
Legal feesLn 11b	$1K	$0	$1K	$0
Accounting feesLn 11c	$520	$520	$0	$0
Other fees for servicesLn 11g	$928	$0	$928	$0
Advertising and promotionLn 12	$853	$0	$853	$0
Office expensesLn 13	$5K	$0	$5K	$0
Information technologyLn 14	$18K	$5K	$0	$14K
OccupancyLn 16	$13K	$13K	$0	$0
Conferences, conventions and meetingsLn 19	$758	$758	$0	$0
InsuranceLn 23	$4K	$0	$4K	$0
Other expenses (24a–d)Ln 24	$31K	$19K	$13K	$0
All other expensesLn 24e	$742	$199	$543	$0
Total functional expensesLn 25	$401K	$292K	$96K	$14K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024	$620K	$482K	$137K	$480K	990 PDF
FY2023 Viewing	$527K	$401K	$126K	$342K	990 PDF
FY2022	Not on file
FY2021	$479K	$378K	$101K	$131K	990 PDF
FY2020	$112K			$30K	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2023 990 (6 parts)

Part I · Summary $526,605 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $546$9,681

I-9 Program service revenuePrior year $361,548$515,941

I-10 Investment incomePrior year $19$983

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $362,113$526,605

I-13 Grants and similar amounts paidPrior year $357$200

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $227,822$324,155

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $48,264$76,651

I-18 Total expensesPrior year $276,443$401,006

I-19 Revenue less expensesPrior year $85,670$125,599

Part VI · Governance 2 of 4 board members independent, 2 to look at

VI-1a Voting members of the governing body4

VI-1b Independent voting members2

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $526,605 across 12 lines filed

Lines not itemized here account for $767 of total revenue; see the IRS return.

VIII-1a Federated campaigns$0

VIII-1b Membership dues$0

VIII-1c Fundraising events$0

VIII-1d Related organizations$0

VIII-1e Government grants$0

VIII-1f All other contributions, gifts and grants$9,681

VIII-1g Noncash contributions (included above)$0

VIII-1h Total contributions, gifts and grants$9,681

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $515,174 · Unrelated business $0 · Excluded from tax $0$515,174

VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $983$983

VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0

VIII-12 Total revenueRelated to mission $515,941 · Unrelated business $0 · Excluded from tax $983$526,605

Part IX · Statement of functional expenses $401,006 across 15 lines filed

IX-2 Grants to domestic individualsPrograms $200$200

IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $70,601 · Fundraising $0$70,601

IX-7 Other salaries and wagesPrograms $226,948 · Management $0 · Fundraising $0$226,948

IX-10 Payroll taxesPrograms $26,606 · Management $0 · Fundraising $0$26,606

IX-11b Legal feesPrograms $0 · Management $1,003 · Fundraising $0$1,003

IX-11c Accounting feesPrograms $520 · Management $0 · Fundraising $0$520

IX-11g Other fees for servicesPrograms $0 · Management $928 · Fundraising $0$928

IX-12 Advertising and promotionPrograms $0 · Management $853 · Fundraising $0$853

IX-13 Office expensesPrograms $0 · Management $5,003 · Fundraising $0$5,003

IX-14 Information technologyPrograms $4,522 · Management $0 · Fundraising $13,621$18,143

IX-16 OccupancyPrograms $13,215 · Management $0 · Fundraising $0$13,215

IX-19 Conferences, conventions and meetingsPrograms $758 · Management $0 · Fundraising $0$758

IX-23 InsurancePrograms $0 · Management $4,155 · Fundraising $0$4,155

IX-24 Other expenses (24a–d)Programs $18,713 · Management $12,618 · Fundraising $0$31,331

IX-24e All other expensesPrograms $199 · Management $543 · Fundraising $0$742

IX-25 Total functional expensesPrograms $291,681 · Management $95,704 · Fundraising $13,621$401,006

Part X · Balance sheet $453,022 assets, 22 lines filed

X-1 Cash, non-interest-bearingStart of year $298,365$453,022

X-2 Savings and temporary cash investmentsStart of year $0$0

X-3 Pledges and grants receivableStart of year $0$0

X-4 Accounts receivableStart of year $0$0

X-8 Inventories for sale or useStart of year $0$0

X-9 Prepaid expenses and deferred chargesStart of year $0$0

X-11 Publicly traded securitiesStart of year $0$0

X-12 Other securitiesStart of year $0$0

X-13 Program-related investmentsStart of year $0$0

X-14 Intangible assetsStart of year $0$0

X-15 Other assetsStart of year $0$0

X-16 Total assetsStart of year $298,365$453,022

X-17 Accounts payable and accrued expensesStart of year $0$0

X-18 Grants payableStart of year $0$0

X-19 Deferred revenueStart of year $81,594$110,652

X-20 Tax-exempt bond liabilitiesStart of year $0$0

X-24 Unsecured notes and loans payableStart of year $0$0

X-26 Total liabilitiesStart of year $81,594$110,652

X-27 Net assets without donor restrictionsStart of year $216,771$342,370

X-28 Net assets with donor restrictionsStart of year $0$0

X-32 Total net assets or fund balancesStart of year $216,771$342,370

X-33 Total liabilities and net assetsStart of year $298,365$453,022

Part XI · Reconciliation of net assets $342,370 net assets at year end

XI-1 Total revenue$526,605

XI-2 Total expenses$401,006

XI-3 Revenue less expenses$125,599

XI-4 Net assets at start of year$216,771

XI-5 Net unrealized gains (losses) on investments$0

XI-6 Donated services and use of facilities$0

XI-7 Investment expenses$0

XI-8 Prior period adjustments$0

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$342,370

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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Heartwood Nature Programs Foundation FY2023 filing

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