Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
EIN 43-1561561 • 501(c)3 • Wentzville, MO
Profile
Educational and charitable
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
18th percentile
Higher net margin than 18% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
25th percentile
Faster asset growth than 25% of similar nonprofits.
Revenue Growth
41st percentile
Faster revenue growth than 41% of similar nonprofits.
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
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
Educational and charitable
| Description | Grants | Expenses |
|---|---|---|
| STUDENT SUPPORT & ENRICHMENT FOR ALL STUDENTS ATHERITAGE ELEMENTARY SCHOOL | $0 | $18,125 |
| STAFF APPRECIATION FOR ALL STAFF AT HERITAGE ELEMENTARY SCHOOL | $0 | $5,462 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| REGINA WALFORD | President | - | $0 | - | - |
| ERIN TUSTIN | Vice President | - | $0 | - | - |
| JESSIE AKERS | Vice President | - | $0 | - | - |
| AMY TODD | Secretary | - | $0 | - | - |
| HOLLY PETTIS | Treasurer | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Boosterthon | - | - | - | - |
“Student support & enrichment for all students at heritage elementary school; student/staff tshirts; heritage elementary school: 612 blumhoff avenue, wentzville, mo, 63385; school, 18125.”
“Staff appreciation for all staff at heritage elementary school; staff appreciation; heritage elementary school: 612 blumhoff avenue, wentzville, mo, 63385; school, 5462.”
“DONATION 75.”
“INSURANCE 215.”
“MEMBERSHIP EXPENSES 544.”
“MOVIE LICENSE 680.”
“OFFICE SUPPLIES 517.”
“TAX PREPARATION 145.”
“OUTDOOR CLASSROOM 1321.”
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 | REGINA WALFORD |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6185580333 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 601 CARR STREET |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WENTZVILLE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MO |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 63385 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 23531 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 16800 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 480 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 3608 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -6731 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 23531 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 16800 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 50808 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 23587 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 3072 |
| IRS990EZ/GrossReceiptsAmt | 0 | 58850 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 6680 |
| IRS990EZ/GroupExemptionNum | 0 | 2198 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 882 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 23531 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 16800 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 23531 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 16800 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 500 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | REGINA WALFORD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ERIN TUSTIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JESSIE AKERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | AMY TODD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | HOLLY PETTIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 3497 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EDUCATIONAL AND CHARITABLE |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | STUDENT SUPPORT & ENRICHMENT FOR ALL STUDENTS ATHERITAGE ELEMENTARY SCHOOL |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | STAFF APPRECIATION FOR ALL STAFF AT HERITAGE ELEMENTARY SCHOOL |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 18125 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 5462 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 34389 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 16419 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 27584 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 23587 |
| IRS990EZ/TotalRevenueAmt | 0 | 20853 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | heritageelementarypta.org |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 1362 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 884 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1802 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 950 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3474 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 8472 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 57487 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 71736 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 62004 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 63094 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 18267 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 272588 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 281060 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 58849 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 72620 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 63806 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 64044 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 21741 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 281060 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 281060 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | BOOSTERTHON |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | STUDENT 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/ExplanationTxt | 1 | STAFF APPRECIATION FOR ALL STAFF AT HERITAGE ELEMENTARY SCHOOL; STAFF APPRECIATION; HERITAGE ELEMENTARY SCHOOL: 612 BLUMHOFF AVENUE, WENTZVILLE, MO, 63385; SCHOOL, 5462. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DONATION 75. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | INSURANCE 215. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | MEMBERSHIP EXPENSES 544. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | MOVIE LICENSE 680. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | OFFICE SUPPLIES 517. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | TAX PREPARATION 145. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | OUTDOOR CLASSROOM 1321. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990EZ, Part I, Line 16 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | REGINA WALFORD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6363273846 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HERITAGE ELEMENTARY PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HERI |
| ReturnHeader/Filer/EIN | 0 | 431561561 |
| ReturnHeader/Filer/PhoneNum | 0 | 6363273846 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 601 N CARR STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WENTZVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MO |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 63385 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 844624966 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Accountants Plus |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 60 Portwest Ct |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Saint Charles |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 63303 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6369497872 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-05 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KATHERINE M GREEN |
| ReturnHeader/ReturnTs | 0 | 2025-11-05T06:00:37-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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