Civic Intelligence

Heritage Elementary PTA

EIN 43-1561561 • 501(c)3 • Wentzville, MO

Profile

Educational and charitable

602 Carr StreetWentzville, MO 63385

heritageelementarypta.org

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

18th percentile

-32%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

25th percentile

-29%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

41st percentile

-8.9%

Faster revenue growth than 41% of similar nonprofits.

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

Assets

Down

$16,800

Down $6,731 (-29%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$16,800

Down $6,731 (-29%) from 2024

Revenue

Down

$20,853

Down $2,041 (-8.9%) from 2024

Expenses

Down

$27,584

Down $5,207 (-16%) from 2024

Net Income

Up

-$6,731

Up $3,166 (+32%) from 2024

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $5,095Liabilities 2012: $02012Assets 2014: $5,397Liabilities 2014: $02014Assets 2015: $6,182Liabilities 2015: $02015Assets 2016: $15,723Liabilities 2016: $02016Assets 2017: $4,762Liabilities 2017: $02017Assets 2018: $13,017Liabilities 2018: $02018Assets 2019: $4,001Liabilities 2019: $0Net Assets 2019: $4,0012019Assets 2020: $24,333Net Assets 2020: $24,3332020Assets 2021: $25,522Net Assets 2021: $25,5222021Assets 2022: $32,199Net Assets 2022: $32,1992022Assets 2023: $33,428Net Assets 2023: $33,4282023Assets 2024: $23,531Net Assets 2024: $23,5312024Assets 2025: $16,800Net Assets 2025: $16,8002025

Highlighted filing

2025

Assets$16,800
Liabilities-
Net Assets$16,800

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $23,427Expenses 2012: $27,267Net Income 2012: -$3,8402012Revenue 2014: $31,575Expenses 2014: $30,771Net Income 2014: $8042014Revenue 2015: $31,171Expenses 2015: $30,386Net Income 2015: $7852015Revenue 2016: $40,236Expenses 2016: $30,695Net Income 2016: $9,5412016Revenue 2017: $42,418Expenses 2017: $53,378Net Income 2017: -$10,9602017Revenue 2018: $33,190Expenses 2018: $24,935Net Income 2018: $8,2552018Revenue 2019: $38,373Expenses 2019: $47,390Net Income 2019: -$9,0172019Revenue 2020: $48,363Expenses 2020: $28,031Net Income 2020: $20,3322020Revenue 2021: $14,411Expenses 2021: $13,222Net Income 2021: $1,1892021Revenue 2022: $32,605Expenses 2022: $25,928Net Income 2022: $6,6772022Revenue 2023: $32,359Expenses 2023: $31,130Net Income 2023: $1,2292023Revenue 2024: $22,894Expenses 2024: $32,791Net Income 2024: -$9,8972024Revenue 2025: $20,853Expenses 2025: $27,584Net Income 2025: -$6,7312025

Highlighted filing

2025

Revenue$20,853
Expenses$27,584
Net Income-$6,731

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$58,850
Mission and Program Overview

Mission

Educational and charitable

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT & ENRICHMENT FOR ALL STUDENTS ATHERITAGE ELEMENTARY SCHOOL$0$18,125
STAFF APPRECIATION FOR ALL STAFF AT HERITAGE ELEMENTARY SCHOOL$0$5,462
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGINA WALFORDPresident-$0--
ERIN TUSTINVice President-$0--
JESSIE AKERSVice President-$0--
AMY TODDSecretary-$0--
HOLLY PETTISTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon----
Filing and Contact Details

Filer

Filer Name
Heritage Elementary Pta
EIN
43-1561561
Phone
6363273846
Address
601 N CARR STREET, WENTZVILLE, MO 63385

Signing Officer

Name
Regina Walford
Title
President
Phone
6363273846
Signed
2025-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Accountants Plus
Address
60 Portwest Ct, Saint Charles, MO 63303
Preparer
Katherine M Green
Phone
6369497872
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Student support & enrichment for all students at heritage elementary school; student/staff tshirts; heritage elementary school: 612 blumhoff avenue, wentzville, mo, 63385; school, 18125.

Form 990EZ, Part I, Line 10

Staff appreciation for all staff at heritage elementary school; staff appreciation; heritage elementary school: 612 blumhoff avenue, wentzville, mo, 63385; school, 5462.

Form 990EZ, Part I, Line 16

DONATION 75.

Form 990EZ, Part I, Line 16

INSURANCE 215.

Form 990EZ, Part I, Line 16

MEMBERSHIP EXPENSES 544.

Form 990EZ, Part I, Line 16

MOVIE LICENSE 680.

Form 990EZ, Part I, Line 16

OFFICE SUPPLIES 517.

Form 990EZ, Part I, Line 16

TAX PREPARATION 145.

Form 990EZ, Part I, Line 16

OUTDOOR CLASSROOM 1321.

Raw XML Appendix184 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/BooksInCareOfDetail/PhoneNum06185580333
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WENTZVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023531
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023587
IRS990EZ/GrossProfitLossSlsOfInvntryAmt03072
IRS990EZ/GrossReceiptsAmt058850
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt06680
IRS990EZ/GroupExemptionNum02198
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0882
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IRS990EZ/OccupancyRentUtltsAndMaintAmt0500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0REGINA WALFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIN TUSTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSIE AKERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY TODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HOLLY PETTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03497
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL AND CHARITABLE
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT & ENRICHMENT FOR ALL STUDENTS ATHERITAGE ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STAFF APPRECIATION FOR ALL STAFF AT HERITAGE ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018125
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15462
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt034389
IRS990EZ/SpecialEventsNetIncomeLossAmt016419
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027584
IRS990EZ/TotalProgramServiceExpensesAmt023587
IRS990EZ/TotalRevenueAmt020853
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0heritageelementarypta.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01362
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0884
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01802
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03474
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt057487
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt071736
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018267
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0272588
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0281060
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058849
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IRS990ScheduleA/Total509Grp/TotalAmt0281060
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0281060
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDENT SUPPORT & ENRICHMENT FOR ALL STUDENTS AT HERITAGE ELEMENTARY SCHOOL; STUDENT/STAFF TSHIRTS; HERITAGE ELEMENTARY SCHOOL: 612 BLUMHOFF AVENUE, WENTZVILLE, MO, 63385; SCHOOL, 18125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STAFF APPRECIATION FOR ALL STAFF AT HERITAGE ELEMENTARY SCHOOL; STAFF APPRECIATION; HERITAGE ELEMENTARY SCHOOL: 612 BLUMHOFF AVENUE, WENTZVILLE, MO, 63385; SCHOOL, 5462.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DONATION 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE 215.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERSHIP EXPENSES 544.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MOVIE LICENSE 680.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICE SUPPLIES 517.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAX PREPARATION 145.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OUTDOOR CLASSROOM 1321.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGINA WALFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06363273846
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0431561561
ReturnHeader/Filer/PhoneNum06363273846
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 N CARR STREET
ReturnHeader/Filer/USAddress/CityNm0WENTZVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063385
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844624966
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accountants Plus
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 Portwest Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Charles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063303
ReturnHeader/PreparerPersonGrp/PhoneNum06369497872
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHERINE M GREEN
ReturnHeader/ReturnTs02025-11-05T06:00:37-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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