HEARTWOOD CHARTER SCHOOL is a Public Charity headquartered in PETALUMA, CA. Financial data from the 2025 filing: $9.9M revenue, $9.8M expenses, $4.9M total assets. 1 publicly reported grants to this organization, totaling roughly $65K, appear in IRS filings.
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.
How Heartwood Charter School divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Showing up to 5 of 1 total records — full history available with membership.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $9.9M | $9.8M | $4.9M |
| 2024 | $8.0M | $7.8M | $3.9M |
| 2023 | $6.4M | $5.1M | $3.3M |
| 2022 | $4.0M | $3.1M | $1.9M |
| 2021 | $1.4M | $1.2M | $523K |
Between 2021 and 2025, reported annual revenue grew from $1.4M to $9.9M (+613%), with total assets most recently reported at $4.9M.
Interactive year-over-year charts and full filing details available with membership.
