Civic Intelligence

Helmwood Heights Elementary School Parent Teacher Organization Inc.

990EZ • Fiscal year 2018 • EIN 45-3057320

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 06, 2018

Organization ProfileN/A
307 Cardinal DriveElizabethtown, KY 42701

(502) 836-4432

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

91st percentile

96%

Faster asset growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

1.5%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$10,652

Up $5,222 (+96%) from 2017

Net Assets

Up

$10,652

Up $5,222 (+96%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$40,180

Up $595 (+1.5%) from 2017

Expenses

Down

$34,959

Down $4,267 (-11%) from 2017

Net Income

Up

$5,221

Up $4,862 (+1354%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$10,652
Liabilities-
Net Assets$10,652
Open 2018 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$40,180
Expenses$34,959
Net Income$5,221
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 6, 2018
Return Version
2017v2.3
Gross Receipts
$40,180
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.-$34,274
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAINE OWENSVice Preside-$0--
JENNY ALDRIDGEPresident-$0--
BROOKE WALLACEVice Preside-$0--
TRELAWNY COCHRANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Helmwood Heights Elementary School
EIN
45-3057320
Phone
5028364432
Address
307 CARDINAL DRIVE, ELIZABETHTOWN, KY 42701

Signing Officer

Name
Jenny Aldridge
Title
President
Phone
5028364432
Signed
2018-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Jones & Hurley Cpas Pllc
Address
312 NORTH MULBERRY, ELIZABETHTOWN, KY 42701-2752
Preparer
Joe Hurley CPA
Phone
2707370858
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 305 teacher expenses & supp. 5,674 field trips 2,990 technology & library 3,883 office expense 1,735 field day 224 teacher gifts 975 miscellaneous 1,458 fundraising & festivals 17,335 total 34,579”

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 Appendix140 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/PhoneNum05028364432
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELIZABETHTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd042701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05431
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IRS990EZ/ExcessOrDeficitForYearAmt05221
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IRS990EZ/GrossReceiptsAmt040180
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05431
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALAINE OWENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNY ALDRIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BROOKE WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRELAWNY COCHRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034579
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/ProgramServiceExpensesAmt034274
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034959
IRS990EZ/TotalProgramServiceExpensesAmt034274
IRS990EZ/TotalRevenueAmt040180
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt040180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046299
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0189
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0126409
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036717
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt041123
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt077840
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0204249
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040180
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039585
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt036873
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041312
IRS990ScheduleA/Total509Grp/TotalAmt0204249
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040180
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039585
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt036873
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041312
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0204249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 305 TEACHER EXPENSES & SUPP. 5,674 FIELD TRIPS 2,990 TECHNOLOGY & LIBRARY 3,883 OFFICE EXPENSE 1,735 FIELD DAY 224 TEACHER GIFTS 975 MISCELLANEOUS 1,458 FUNDRAISING & FESTIVALS 17,335 TOTAL 34,579
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/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/Filer/PhoneNum05028364432
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
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ReturnHeader/FilingSecurityInformation/IPDt02018-08-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:35:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261608733
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES & HURLEY CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0312 NORTH MULBERRY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELIZABETHTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0427012752
ReturnHeader/PreparerPersonGrp/PhoneNum02707370858
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE HURLEY CPA
ReturnHeader/ReturnTs02018-08-17T12:35:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,652
Liabilities
-
Net assets
$10,652
Revenue
$40,180
Expenses
$34,959
Net income
$5,221
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