Civic Intelligence

Helmwood Heights Elementary School

EIN 45-3057320 • 501(c)3 • Elizabethtown, KY

Profile

The sole purpose of the helmwood heights elementary school parent teacher organization is to raise money to support the students of helmwood heights elementary school. Appropriated funds are increasingly difficult to obtain, while the cost of quality education continues to increase. Financial support from the parent teacher organization plays a vital role in ensuring each student's education.

307 Cardinal DriveElizabethtown, KY 42701

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

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 2022

Asset Growth

93rd percentile

131%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

3087%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$23,599

Up $13,384 (+131%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$23,599

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$54,729

Up $53,012 (+3087%) from 2021

Expenses

Up

$41,345

Up $38,508 (+1357%) from 2021

Net Income

Up

$13,384

Up $14,504 (+1295%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$30K$20K$10K$0Assets 2011: $14,179Liabilities 2011: $02011Assets 2012: $18,943Liabilities 2012: $02012Assets 2013: $9,617Liabilities 2013: $02013Assets 2014: $4,037Liabilities 2014: $02014Assets 2015: $8,401Liabilities 2015: $02015Assets 2016: $5,071Net Assets 2016: $5,0712016Assets 2017: $5,430Net Assets 2017: $5,4302017Assets 2018: $10,652Net Assets 2018: $10,6522018Assets 2019: $15,226Net Assets 2019: $15,2262019Assets 2020: $11,335Net Assets 2020: $11,3352020Assets 2021: $10,215Liabilities 2021: $02021Assets 2022: $23,599Net Assets 2022: $23,5992022

Highlighted filing

2022

Assets$23,599
Liabilities-
Net Assets$23,599
Open 2022 Filing

Operations Trend

Revenue Growth99th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $18,177Expenses 2011: $18,377Net Income 2011: -$2002011Revenue 2012: $27,816Expenses 2012: $23,052Net Income 2012: $4,7642012Revenue 2013: $10,861Expenses 2013: $20,187Net Income 2013: -$9,3262013Revenue 2014: $19,454Expenses 2014: $25,034Net Income 2014: -$5,5802014Revenue 2015: $18,799Expenses 2015: $14,436Net Income 2015: $4,3632015Revenue 2016: $46,299Expenses 2016: $49,630Net Income 2016: -$3,3312016Revenue 2017: $39,585Expenses 2017: $39,226Net Income 2017: $3592017Revenue 2018: $40,180Expenses 2018: $34,959Net Income 2018: $5,2212018Revenue 2019: $46,486Expenses 2019: $41,913Net Income 2019: $4,5732019Revenue 2020: $29,436Expenses 2020: $33,327Net Income 2020: -$3,8912020Revenue 2021: $1,717Expenses 2021: $2,837Net Income 2021: -$1,1202021Revenue 2022: $54,729Expenses 2022: $41,345Net Income 2022: $13,3842022

Highlighted filing

2022

Revenue$54,729
Expenses$41,345
Net Income$13,384
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,599
Liabilities
-
Net assets
$23,599
Revenue
$54,729
Expenses
$41,345
Net income
$13,384
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$23.6$23.6$54.7$41.3$13.4
2021Summary only. Only limited summary data is available for this year.$10.2$0.00$1.72$2.84$1.12
2020Detailed filing. Detailed filing data is available for this year.$11.3$11.3$29.4$33.3$3.89
2019Detailed filing. Detailed filing data is available for this year.$15.2$15.2$46.5$41.9$4.57
2018Detailed filing. Detailed filing data is available for this year.$10.7$10.7$40.2$35.0$5.22
2017Detailed filing. Detailed filing data is available for this year.$5.43$5.43$39.6$39.2$0.36
2016Detailed filing. Detailed filing data is available for this year.$5.07$5.07$46.3$49.6$3.33
2015Summary only. Only limited summary data is available for this year.$8.40$0.00$18.8$14.4$4.36
2014Summary only. Only limited summary data is available for this year.$4.04$0.00$19.5$25.0$5.58
2013Summary only. Only limited summary data is available for this year.$9.62$0.00$10.9$20.2$9.33
2012Summary only. Only limited summary data is available for this year.$18.9$0.00$27.8$23.1$4.76
2011Summary only. Only limited summary data is available for this year.$14.2$0.00$18.2$18.4$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$54,729
Mission and Program Overview

Mission

The sole purpose of the helmwood heights elementary school parent teacher organization is to raise money to support the students of helmwood heights elementary school. Appropriated funds are increasingly difficult to obtain, while the cost of quality education continues to increase. Financial support from the parent teacher organization plays a vital role in ensuring each student's education.

Program Services

DescriptionGrantsExpenses
RAISE MONEY TO SUPPORT THE STUDENTS AND STAFF OF HELMWOOD HEIGHTS ELEMENTARY SCHOOL.-$41,020
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA HARTTreasurer-$0--
KATHRYN HUBBARDPresident-$0--
TONYA HOUSEVice Preside-$0--
CHRISTIN HENDRENSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Helmwood Heights Elementary School
EIN
45-3057320
Phone
2707691328
Address
307 CARDINAL DRIVE, ELIZABETHTOWN, KY 42701

Signing Officer

Name
Melissa Hart
Title
Treasurer
Phone
2707691328
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Hurley Medley Lucas Cpas
Address
123 WEST DIXIE AVENUE, ELIZABETHTOWN, KY 42701
Preparer
Joe Hurley CPA
Phone
2707370858
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 325 teacher expenses & supp. 28,752 field trips 7,076 technology & library 5,192 total 41,345”

Form 990-ez, Part III

“The sole purpose of the helmwood heights elementary school parent teacher organization is to raise money to support the students of helmwood heights elementary school. Appropriated funds are increasingly difficult to obtain, while the cost of quality education continues to increase. Financial support from the parent teacher organization plays a vital role in ensuring each student's education.”

Raw XML Appendix131 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/PersonNm0MELISSA HART
IRS990EZ/BooksInCareOfDetail/PhoneNum02707691328
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0307 CARDINAL DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELIZABETHTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd042701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010215
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023599
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt054729
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013384
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010215
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023599
IRS990EZ/GrossReceiptsAmt054729
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010215
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023599
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010215
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023599
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA HART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHRYN HUBBARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TONYA HOUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTIN HENDREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041345
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SOLE PURPOSE OF THE HELMWOOD HEIGHTS ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION IS TO RAISE MONEY TO SUPPORT THE STUDENTS OF HELMWOOD HEIGHTS ELEMENTARY SCHOOL. APPROPRIATED FUNDS ARE INCREASINGLY DIFFICULT TO OBTAIN, WHILE THE COST OF QUALITY EDUCATION CONTINUES TO INCREASE. FINANCIAL SUPPORT FROM THE PARENT TEACHER ORGANIZATION PLAYS A VITAL ROLE IN ENSURING EACH STUDENT'S EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISE MONEY TO SUPPORT THE STUDENTS AND STAFF OF HELMWOOD HEIGHTS ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041020
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041345
IRS990EZ/TotalProgramServiceExpensesAmt041020
IRS990EZ/TotalRevenueAmt054729
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt054729
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01717
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029436
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt046486
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt040180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0172548
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0172548
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054729
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01717
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029436
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046486
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040180
IRS990ScheduleA/Total509Grp/TotalAmt0172548
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01717
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt029436
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt046486
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040180
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0172548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 325 TEACHER EXPENSES & SUPP. 28,752 FIELD TRIPS 7,076 TECHNOLOGY & LIBRARY 5,192 TOTAL 41,345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOLE PURPOSE OF THE HELMWOOD HEIGHTS ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION IS TO RAISE MONEY TO SUPPORT THE STUDENTS OF HELMWOOD HEIGHTS ELEMENTARY SCHOOL. APPROPRIATED FUNDS ARE INCREASINGLY DIFFICULT TO OBTAIN, WHILE THE COST OF QUALITY EDUCATION CONTINUES TO INCREASE. FINANCIAL SUPPORT FROM THE PARENT TEACHER ORGANIZATION PLAYS A VITAL ROLE IN ENSURING EACH STUDENT'S EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA HART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02707691328
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELMWOOD HEIGHTS ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTO
ReturnHeader/Filer/BusinessNameControlTxt0HELM
ReturnHeader/Filer/EIN0453057320
ReturnHeader/Filer/PhoneNum02707691328
ReturnHeader/Filer/USAddress/AddressLine1Txt0307 CARDINAL DRIVE
ReturnHeader/Filer/USAddress/CityNm0ELIZABETHTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261608733
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HURLEY MEDLEY LUCAS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0123 WEST DIXIE AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELIZABETHTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd042701
ReturnHeader/PreparerPersonGrp/PhoneNum02707370858
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE HURLEY CPA
ReturnHeader/ReturnTs02022-11-15T15:03:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HART
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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