Civic Intelligence

Heritage Elementary School PTO

EIN 31-1766670 • 501(c)3 • Pickerington, OH

Profile

Provide support to Heritage Elementary Public School

Refreshing map…

100 East StPickerington, OH 43147
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

88th percentile

64%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

39th percentile

-13%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$15,666

Up $7,641 (+95%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$15,666

Up $7,641 (+95%) from 2021

Revenue

Up

$26,500

Up $18,890 (+248%) from 2021

Expenses

Up

$18,859

Up $7,972 (+73%) from 2021

Net Income

Up

$7,641

Up $10,918 (+333%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2012: $22,598Liabilities 2012: $0Net Assets 2012: $22,5982012Assets 2013: $25,432Liabilities 2013: $0Net Assets 2013: $25,4322013Assets 2014: $23,756Liabilities 2014: $0Net Assets 2014: $23,7562014Assets 2015: $24,684Liabilities 2015: $0Net Assets 2015: $24,6842015Assets 2016: $22,659Liabilities 2016: $0Net Assets 2016: $22,6592016Assets 2017: $24,006Liabilities 2017: $0Net Assets 2017: $24,0062017Assets 2018: $26,063Liabilities 2018: $0Net Assets 2018: $26,0632018Assets 2020: $11,302Liabilities 2020: $0Net Assets 2020: $11,3022020Assets 2021: $8,025Liabilities 2021: $0Net Assets 2021: $8,0252021Assets 2022: $15,666Liabilities 2022: $0Net Assets 2022: $15,6662022

Highlighted filing

2022

Assets$15,666
Liabilities$0
Net Assets$15,666

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $38,232Expenses 2012: $37,941Net Income 2012: $2912012Revenue 2013: $43,408Expenses 2013: $40,574Net Income 2013: $2,8342013Revenue 2014: $40,618Expenses 2014: $42,294Net Income 2014: -$1,6762014Revenue 2015: $27,147Expenses 2015: $26,219Net Income 2015: $9282015Revenue 2016: $25,154Expenses 2016: $27,179Net Income 2016: -$2,0252016Revenue 2017: $24,109Expenses 2017: $22,762Net Income 2017: $1,3472017Revenue 2018: $24,145Expenses 2018: $22,088Net Income 2018: $2,0572018Revenue 2020: $11,767Expenses 2020: $21,114Net Income 2020: -$9,3472020Revenue 2021: $7,610Expenses 2021: $10,887Net Income 2021: -$3,2772021Revenue 2022: $26,500Expenses 2022: $18,859Net Income 2022: $7,6412022

Highlighted filing

2022

Revenue$26,500
Expenses$18,859
Net Income$7,641

Filings

Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Dec 13, 2015
Return Version
2014v5.0
Gross Receipts
$50,428
Mission and Program Overview

Mission

Provide support to Heritage Elementary Public School. To promote the educational welfare of children and to develop between educators, parents and students of Heritage Elementary united efforts to secure for every child the highest advantages in education.

Provide support to Heritage Elementary Public School

Program Services

DescriptionGrantsExpenses
Other programs services. (describe in Schedule O)$0$10,737
Fall Festival Day and Fun Day - most of these two days is spent in physical activity. Fall Festival is held off the school property so it could be considered a field trip; the kids work together in groups to complete activities. Fun Day is on school property and consists of games and activities. The whole school benefits.$0$6,072
Staff Account. Each teacher is alloted $150 (or less if part time) to buy supplies for their class. This ultimately benefits the entire school, one classroom at a time.$0$3,169
Staff grants. Staff request programs and/or materials that benefit, in many cases the entire school, and sometimes only one grade level. The PTO funds these requests when funds are available.$0$2,832
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie BechertPresidentPT$0--
Melissa ShaferV.P. ProgramsPT$0--
Samantha FrostV.P. FundraisingPT$0--
Sharon EnrightA.P. TreasurerPT$0--
Liz VandervoortA.R. TreasurerPT$0--
Beth MuncySecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$19,152$19,152$10,825$8,327
Book Fairs$7,146$7,146$7,145$1
Total Events$36,493$36,493$23,280$13,213
Filing and Contact Details

Filer

Filer Name
Heritage Elementary School Pto
EIN
31-1766670
Phone
6148336385
Address
100 East St, Pickerington, OH 43147

Signing Officer

Name
Sharon Enright
Title
HE PTO Treasurer
Phone
6149201762
Signed
2015-12-13
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Form 990-EZ, Part I, Line 16 - Other Expenses - Programs, Classroom supplies, Field trips, Assemblies. Form 990-EZ, Part III, Line 31 - Other Program Expense - Assemblies ($407), Birthday Book club ($476), Fourth Grade Breakfast ($331), Back to School Night ($247), Movie Licensing ($342), Right to Read ($1,508), Scholarship ($1,000), Staff Appreciation ($956), Father Daughter Event ($1,035), Mother Son Event ($724), School Supply Kits ($1,103), Yearbook ($2,608)

Raw XML Appendix289 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Sharon Enright
IRS990EZ/BooksInCareOfDetail/PhoneNum06149201762
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08000 Jefferson Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Canal Winchester
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043110
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IRS990EZ/GamingGrossIncomeAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Julie Bechert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Melissa Shafer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Samantha Frost
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sharon Enright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Liz Vandervoort
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Beth Muncy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V.P. Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2V.P. Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3A.P. Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4A.R. Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt026053
IRS990EZ/OtherRevenueTotalAmt00
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide support to Heritage Elementary Public School
IRS990EZ/PrintingPublicationsPostageAmt0166
IRS990EZ/ProgramServiceRevenueAmt07955
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Staff grants. Staff request programs and/or materials that benefit, in many cases the entire school, and sometimes only one grade level. The PTO funds these requests when funds are available.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Staff Account. Each teacher is alloted $150 (or less if part time) to buy supplies for their class. This ultimately benefits the entire school, one classroom at a time.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other programs services. (describe in Schedule O)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundraiser
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt0463
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0463
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02805
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020775
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010825
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07145
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ, Part I, Line 16 - Other Expenses - Programs, Classroom supplies, Field trips, Assemblies. Form 990-EZ, Part III, Line 31 - Other Program Expense - Assemblies ($407), Birthday Book club ($476), Fourth Grade Breakfast ($331), Back to School Night ($247), Movie Licensing ($342), Right to Read ($1,508), Scholarship ($1,000), Staff Appreciation ($956), Father Daughter Event ($1,035), Mother Son Event ($724), School Supply Kits ($1,103), Yearbook ($2,608)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sharon Enright
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0HE PTO Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06149201762
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0311766670
ReturnHeader/Filer/PhoneNum06148336385
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 East St
ReturnHeader/Filer/USAddress/CityNm0Pickerington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043147
ReturnHeader/ReturnTs02015-12-13T10:02:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

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