Liabilities / Assets
76th percentile
Higher debt load relative to assets than 76% of similar nonprofits.
EIN 26-4590618 • 501(c)3 • Vestavia Hills, AL
Profile
To support the students, faculty, parents, and staff through school activities that promote academic achievement and encourage student enrichment.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
76th percentile
Higher debt load relative to assets than 76% of similar nonprofits.
Liabilities / Revenue
76th percentile
Higher debt load relative to revenue than 76% of similar nonprofits.
Net Margin
73rd percentile
Higher net margin than 73% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
86th percentile
Faster asset growth than 86% of similar nonprofits.
Revenue Growth
67th percentile
Faster revenue growth than 67% of similar nonprofits.
Assets
Up$75,169
Up $24,397 (+48%) from 2024
Liabilities
Down$5,000
Down $4,250 (-46%) from 2024
Net Assets
Up$70,169
Up $28,647 (+69%) from 2024
Revenue
Up$152,185
Up $17,944 (+13%) from 2024
Expenses
Down$123,541
Down $16,150 (-12%) from 2024
Net Income
Up$28,644
Up $34,094 (+626%) from 2024
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
To support the students, faculty, parents, and staff through school activities that promote academic achievement and encourage student enrichment.
| Description | Grants | Expenses |
|---|---|---|
| TO PROVIDE MATERIALS, SUPPLIES, AND EQUIPMENT FOR CLASSROOM SUPPORT | - | $56,119 |
| FOR THE SUPPORT AND APPRECIATION OF THE TEACHERS/STAFF | - | $23,606 |
| TO PROVIDE SUPPORT FOR SCHOOL-WIDE ENRICHMENT | - | $19,886 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JANA SMITH | President | PT | $0 | - | - |
| JAIME LAU | President-El | - | $0 | - | - |
| BLAIR O'BRIEN | Treasurer | - | $0 | - | - |
| MEGHAN COOK | Treasurer-El | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fall Fundraiser | $118,695 | $118,695 | $11,447 | $107,248 |
| Registration in | $19,553 | $19,553 | $975 | $18,578 |
| Total Events | $152,451 | $152,451 | $12,438 | $140,013 |
“Expenses pto bank charges 7 pto computer and software 2,096 pto expenses: lumapay fee 562 pto expenses: volunteer t 1,077 pto helen holley scholars 2,000 pto luncheons 31 pto membership dues paid 726 pto miscellaneous expense 788 pto name tags 94 pto school beautification 72 pto supplies & postage 677 staff appreciation: teach 9,754 special projects 55,812 student activities: book 307 kindergarten welcoming co 320 may day play day exp 6,475 pto amanda pair memorial 15,000 room parent reimbursement 7,330 school beautification 5,481 student activities: boo h 48 student activities: rebel 232 staff activities: staff a 13,804 teacher expenses:start-up 48 total 122,741”
“Deposit for hellen holley bank acct 0”
“Deferred revenue 9,250 5,000”
“To support the students, faculty, parents, and staff through school activities that promote academic achievement and encourage student enrichment.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | BLAIR O'BRIEN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2052988429 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 17051 LIBERTY PARKWAY |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | VESTAVIA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 35242 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 50775 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 75169 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3556 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 28644 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 800 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 50775 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 75169 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 157368 |
| IRS990EZ/GrossReceiptsAmt | 0 | 164623 |
| IRS990EZ/GroupExemptionNum | 0 | 5895 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 89 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 3610 |
| IRS990EZ/MethodOfAccountingOtherDesc | 0 | HYBRID |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 41525 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 70169 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 41525 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 70169 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 6.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JANA SMITH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JAIME LAU |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BLAIR O'BRIEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MEGHAN COOK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT-EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER-EL |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 122741 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO SUPPORT THE STUDENTS, FACULTY, PARENTS, AND STAFF THROUGH SCHOOL ACTIVITIES THAT PROMOTE ACADEMIC ACHIEVEMENT AND ENCOURAGE STUDENT ENRICHMENT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROVIDE MATERIALS, SUPPLIES, AND EQUIPMENT FOR CLASSROOM SUPPORT |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | TO PROVIDE SUPPORT FOR SCHOOL-WIDE ENRICHMENT |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | FOR THE SUPPORT AND APPRECIATION OF THE TEACHERS/STAFF |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 56119 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 19886 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 23606 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 12438 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 144930 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 9250 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 5000 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 123541 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 99611 |
| IRS990EZ/TotalRevenueAmt | 0 | 152185 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationOtherDesc | 0 | PTO |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.VESTAVIA.K12.AL.US/LIBERTYPARK |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd | 0 | X |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | false |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | THE ORGANIZATION PROVIDED MATERIALS, SUPPLIES, AND EQUIPMENT FOR CLASSROOM SUPPORT, PROVIDED SUPPORT FOR SCHOOL-WIDE ENRICHMENT, AND SUPPORTED AND ACKNOWLEDGED THE FACULTY AND STAFF AT VESTAVIA HILLS LIBERTY PARK ELEMENTARY SCHOOL. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART IV, SECTION E, LINE 2A |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 630590762 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 99611 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | VESTAVIA HILLS BOARD OF ED-LP |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3FuncIntInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 99611 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 12438 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | FALL FUNDRAISER |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | REGISTRATION IN |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 118695 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 19553 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 14203 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 152451 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 118695 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 19553 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 14203 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 152451 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 140013 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 16 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 12438 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 11447 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 975 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES PTO BANK CHARGES 7 PTO COMPUTER AND SOFTWARE 2,096 PTO EXPENSES: LUMAPAY FEE 562 PTO EXPENSES: VOLUNTEER T 1,077 PTO HELEN HOLLEY SCHOLARS 2,000 PTO LUNCHEONS 31 PTO MEMBERSHIP DUES PAID 726 PTO MISCELLANEOUS EXPENSE 788 PTO NAME TAGS 94 PTO SCHOOL BEAUTIFICATION 72 PTO SUPPLIES & POSTAGE 677 STAFF APPRECIATION: TEACH 9,754 SPECIAL PROJECTS 55,812 STUDENT ACTIVITIES: BOOK 307 KINDERGARTEN WELCOMING CO 320 MAY DAY PLAY DAY EXP 6,475 PTO AMANDA PAIR MEMORIAL 15,000 ROOM PARENT REIMBURSEMENT 7,330 SCHOOL BEAUTIFICATION 5,481 STUDENT ACTIVITIES: BOO H 48 STUDENT ACTIVITIES: REBEL 232 STAFF ACTIVITIES: STAFF A 13,804 TEACHER EXPENSES:START-UP 48 TOTAL 122,741 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DEPOSIT FOR HELLEN HOLLEY BANK ACCT 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DEFERRED REVENUE 9,250 5,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TO SUPPORT THE STUDENTS, FACULTY, PARENTS, AND STAFF THROUGH SCHOOL ACTIVITIES THAT PROMOTE ACADEMIC ACHIEVEMENT AND ENCOURAGE STUDENT ENRICHMENT. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BLAIR O'BRIEN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-09-25 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | VESTAVIA HILLS ELEM LIBERTY PK PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | VEST |
| ReturnHeader/Filer/EIN | 0 | 264590618 |
| ReturnHeader/Filer/PhoneNum | 0 | 2052988429 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 17051 LIBERTY PARKWAY |
| ReturnHeader/Filer/USAddress/CityNm | 0 | VESTAVIA HILLS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 35242 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 630916273 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JACKSON HOWARD & WHATLEY LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 729 CHESTNUT STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BIRMINGHAM |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | AL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 35216 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2058222352 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-09-25 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHAEL J JACKSON |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-09-25T12:37:38-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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