Civic Intelligence

Heritage Elementary PTO

EIN 38-3437880 • 501(c)3 • Highland, MI

Profile

Facilitate cooperation between parents and teachers

219 Watkins BlvdHighland, MI 48357

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

76th percentile

21%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

60th percentile

6.0%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$54,792

Up $9,434 (+21%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$54,792

Up $9,434 (+21%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Up

$37,988

Up $2,142 (+6.0%) from 2024

Expenses

Up

$32,466

Up $2,735 (+9.2%) from 2024

Net Income

Down

$5,522

Down $593 (-9.7%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$60K$40K$20K$0Assets 2020: $40,302Liabilities 2020: $0Net Assets 2020: $40,3022020Assets 2022: $45,979Liabilities 2022: $0Net Assets 2022: $45,9792022Assets 2024: $45,358Liabilities 2024: $0Net Assets 2024: $45,3582024Assets 2025: $54,792Net Assets 2025: $54,7922025

Highlighted filing

2025

Assets$54,792
Liabilities-
Net Assets$54,792
Open 2025 Filing

Operations Trend

Revenue Growth60th percentile

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

$60K$40K$20K$0-$20KRevenue 2020: $41,001Expenses 2020: $52,381Net Income 2020: -$11,3802020Revenue 2022: $55,292Expenses 2022: $35,645Net Income 2022: $19,6472022Revenue 2024: $35,846Expenses 2024: $29,731Net Income 2024: $6,1152024Revenue 2025: $37,988Expenses 2025: $32,466Net Income 2025: $5,5222025

Highlighted filing

2025

Revenue$37,988
Expenses$32,466
Net Income$5,522
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,792
Liabilities
-
Net assets
$54,792
Revenue
$37,988
Expenses
$32,466
Net income
$5,522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$54.8$54.8$38.0$32.5$5.52
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.4$0.00$45.4$35.8$29.7$6.12
2022Detailed filing. Detailed filing data is available for this year.$46.0$0.00$46.0$55.3$35.6$19.6
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.3$0.00$40.3$41.0$52.4$11.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 9, 2025
Return Version
2024v5.2
Gross Receipts
$71,207
Mission and Program Overview

Mission

Facilitate cooperation between parents and teachers

Program Services

DescriptionGrantsExpenses
student chrome books, schools wish list,-$9,222
Stipends to teachers-$6,800
Field Trips-$6,795
Staff Appreciation-$4,853
Adopt a family-$2,454
Field Day-$855
Scholarships, gifts-$246
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie StahlyPresident-$0--
Jenell BondarenkoVice President-$0--
Allie DavidTreasurer-$0--
Shannon DorchakDigital Communications-$0--
Courtney KozlowskiHospitality-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Fair$16,678$16,678$6,776$9,902
Book Fair$5,856$5,856$5,858$-2
Total Events$64,052$64,052$28,858$35,194
Filing and Contact Details

Filer

Filer Name
Heritage Elementary PTO
EIN
38-3437880
In Care Of
% Allie David
Address
219 Watkins Blvd, Highland, MI 48357

Signing Officer

Name
Allie David
Title
Treasurer
Signed
2025-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Christina R Hamill CPA
Address
211 N Saint John Rd, Highland, MI 48357
Preparer
Christina R Hamill
Phone
2488876562
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

“Scholarships, gifts Grants and allocations 0, Program service expenses 246”

Form 990-EZ, Part III, Line 31

“Adopt a family Grants and allocations 0, Program service expenses 2,454”

Form 990-EZ, Part III, Line 31

“Staff Appreciation Grants and allocations 0, Program service expenses 4,853”

Form 990-EZ, Part III, Line 31

“Field Day Grants and allocations 0, Program service expenses 855”

Form 990-EZ, Part I, Line 8, Other Revenue

“sign rental 685”

Form 990-EZ, Part I, Line 8, Other Revenue

“Corporate rebates 2,816”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank fees 727”

Form 990-EZ, Part I, Line 16, Other Expenses

“Hospitality 514”

Form 990-EZ, Part I, Line 20, Net Assets

“Deposit from previous bank account 3,912”

Raw XML Appendix196 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0Katie Stahly
CompensationExplanation/CompensationExplanationGrp/PersonNm1Jenell Bondarenko
CompensationExplanation/CompensationExplanationGrp/PersonNm2Allie David
CompensationExplanation/CompensationExplanationGrp/PersonNm3Shannon Dorchak
CompensationExplanation/CompensationExplanationGrp/PersonNm4Courtney Kozlowski
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0219 Watkins Blvd HIghland MI no compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1219 Watkins Blvd HIghland MI no compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2219 Watkins Blvd HIghland MI no compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3219 Watkins Blvd HIghland MI no compensation
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt4219 Watkins Blvd HIghland MI no compensation
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt031225
IRS990EZ/BooksInCareOfDetail/PersonNm0Allie David
IRS990EZ/BooksInCareOfDetail/PhoneNum08103336220
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0219 Watkins Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Highland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048357
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045358
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054792
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01283
IRS990EZ/CostOfGoodsSoldAmt04361
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05522
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045358
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054792
IRS990EZ/FundraisingGrossIncomeAmt064052
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-2192
IRS990EZ/GrossReceiptsAmt071207
IRS990EZ/GrossSalesOfInventoryAmt02169
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0202
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045358
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054792
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045358
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054792
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Katie Stahly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jenell Bondarenko
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Allie David
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shannon Dorchak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Courtney Kozlowski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Digital communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Hospitality
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt03912
IRS990EZ/OtherExpensesTotalAmt01241
IRS990EZ/OtherRevenueTotalAmt03501
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Facilitate cooperation between parents and teachers
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0student chrome books, schools wish list,
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Stipends to teachers
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Field Trips
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Scholarships, gifts
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Adopt a family
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5Staff Appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6Field Day
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09222
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26795
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3246
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt42454
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt54853
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt6855
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028858
IRS990EZ/SpecialEventsNetIncomeLossAmt035194
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt032466
IRS990EZ/TotalProgramServiceExpensesAmt031225
IRS990EZ/TotalRevenueAmt037988
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01230
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07471
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010034
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt010034
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01283
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01230
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07471
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010034
IRS990ScheduleA/TotalSupportAmt010034
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028858
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fun Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05856
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016678
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt041518
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064052
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05856
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016678
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt041518
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt064052
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035194
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt016224
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028858
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05858
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06776
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarships, gifts Grants and allocations 0, Program service expenses 246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Adopt a family Grants and allocations 0, Program service expenses 2,454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff Appreciation Grants and allocations 0, Program service expenses 4,853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Field Day Grants and allocations 0, Program service expenses 855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4sign rental 685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Corporate rebates 2,816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank fees 727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Hospitality 514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Deposit from previous bank account 3,912
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Allie David
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heritage Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0383437880
ReturnHeader/Filer/ForeignPhoneNum08103336220
ReturnHeader/Filer/InCareOfNm0% Allie David
ReturnHeader/Filer/USAddress/AddressLine1Txt0219 Watkins Blvd
ReturnHeader/Filer/USAddress/CityNm0Highland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048357
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382881385
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Christina R Hamill CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 N Saint John Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Highland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048357
ReturnHeader/PreparerPersonGrp/PhoneNum02488876562
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christina R Hamill
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-09T08:00:10-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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