Heartwood Nature Programs

Nonprofit profile at a glance

EIN
852065167
IRS 990 coverage
2021–2024
Forms available
Form 990 2024, Form 990-EZ 2020
Location
Bothell, WA, USA
Phone
2062343667
Rating
71
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Educational Services and Schools - Other

Reported finances

Revenue
$743,094
Expenses
$692,976
Assets
$612,719
Liabilities
$83,043

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • TESS GOLDEN-ORR (VP & EXECUTIVE DIRECTOR)
  • ERIN COLE (PRESIDENT)

Highest reported compensation

  • TESS GOLDEN-ORR (VP & EXECUTIVE DIRECTOR): $142,223 total reported compensation
  • ERIN COLE (PRESIDENT): $75,847 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Heartwood offers a variety of nature immersion programs for youth, families, and adults.

What it reported doing in 2024

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.

Operating model

Revenue model
Earned-program. 97% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 98% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filing-based governance responses are negative or unanswered and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 62
  • Transparency & Controls: 93
  • Accountability: 57
  • Sustainability: 42
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 67.5%; rating input score 67
  • Program expense ratio: 73.9%; rating input score 74
  • Fundraising efficiency: $0.59 raised per $1 spent on fundraising; rating input score 2; 2nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 71.4%; rating input score 71; 15th percentile among comparable filings
  • Governance controls: 3 of 8 controls in place; rating input score 38
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 6.7%; rating input score 54; 54th percentile among comparable filings
  • Total-asset coverage ratio: 0.88; rating input score 39; 39th percentile among comparable filings
  • Liabilities to assets ratio: 0.14; rating input score 38; 38th percentile among comparable filings
  • Officer compensation ratio: 31.5%; rating input score 6; 6th percentile among comparable filings

Growth

  • Program expense growth: 23.6% per year; rating input score 100; 86th percentile among comparable filings
  • Revenue growth: 32.1% per year; rating input score 100; 93rd percentile among comparable filings
  • Asset growth: 34.4% per year; rating input score 100; 93rd percentile among comparable filings

Details

  • Where the money goes: 67.5% of revenue deployed · 73.9% of spending went to programs
  • Governance: 5 of 7 board members independent · 3 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $512K in reported program spending
  • Leadership: top reported pay $142K · 7 people listed
  • Consistency: 26 of 26 current checks pass
  • Schedules: 3 filed schedules · includes grants
  • Filing history: 4 filing years from 2021 to 2024
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Accountability: Governance controls: 4 of 7 not reported.
  • High — Financial Efficiency: Fundraising efficiency scored 2/100.
  • Review — Sustainability: Operating margin scored 54/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 39/100.
  • High — Sustainability: Officer compensation ratio scored 6/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 38/100.