Heartwood Charter School
Fairfax, California
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Good
How This Organization Compares
Compared to 4 peers in Education with $1M-$10M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
4 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $6,413,474↑61% | $5,084,685↑66% | $3,311,622↑74% | |
| 2022 | $3,986,013↑186% | $3,064,644↑155% | $1,905,120↑265% | — |
| 2021 | $1,391,716↑29% | $1,200,963↑2% | $522,501↑58% | — |
| 2020 | $1,076,074 | $1,179,937 | $331,232 | — |
Frequently Asked Questions
What does Heartwood Charter School do?▼
Heartwood Charter School is a education nonprofit organization based in California. It is classified under NTEE code B29 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Heartwood Charter School financially healthy?▼
Based on our 9-metric Financial Health Score model, Heartwood Charter School has a score of 73/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does Heartwood Charter School generate?▼
Heartwood Charter School reports $8.0M in annual revenue and holds $3.9M in total assets, based on IRS filings.
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