Civic Intelligence

Helmwood Heights Elementary School Parent Teacher Organization Inc.

990EZ • Fiscal year 2020 • EIN 45-3057320

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 07, 2020

Organization ProfileN/A
307 Cardinal DriveElizabethtown, KY 42701

(270) 769-1328

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

26th percentile

-13%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

16th percentile

-26%

Faster asset growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-37%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$11,335

Down $3,891 (-26%) from 2019

Net Assets

Down

$11,335

Down $3,891 (-26%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Down

$29,436

Down $17,050 (-37%) from 2019

Expenses

Down

$33,327

Down $8,586 (-20%) from 2019

Net Income

Down

-$3,891

Down $8,464 (-185%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2020

Assets$11,335
Liabilities-
Net Assets$11,335
Open 2020 Filing

Operations Trend

Revenue Growth31st 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

2020

Revenue$29,436
Expenses$33,327
Net Income-$3,891
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 7, 2020
Return Version
2019v5.0
Gross Receipts
$29,436
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.-$32,524
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE PERDUETreasurer-$0--
KATHRYN HUBBARDPresident-$0--
TONYA HOUSEVice Preside-$0--
CHRISTIN HENDRENVice Preside-$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
Katie Perdue
Title
Treasurer
Phone
2707691328
Signed
2020-09-07
Discuss with paid preparer
Yes

Preparer

Firm
Hurley Medley Lucas Cpas
Address
312 NORTH MULBERRY, 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. 5,227 field trips 1,138 technology & library 2,580 field day 3,000 teacher gifts 902 fundraising & festivals 19,677 total 32,849”

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 Appendix137 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/PersonNm0KATIE PERDUE
IRS990EZ/BooksInCareOfDetail/PhoneNum02707691328
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELIZABETHTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd042701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015226
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011335
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029436
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3891
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0478
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015226
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011335
IRS990EZ/GrossReceiptsAmt029436
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015226
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011335
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015226
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011335
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/PersonNm0KATIE PERDUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHRYN HUBBARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TONYA HOUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTIN HENDREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032849
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/ProgramServiceExpensesAmt032524
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033327
IRS990EZ/TotalProgramServiceExpensesAmt032524
IRS990EZ/TotalRevenueAmt029436
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt029436
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt046486
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt046299
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0201986
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0201986
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029436
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt046486
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040180
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039585
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046299
IRS990ScheduleA/Total509Grp/TotalAmt0201986
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029436
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046486
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt040180
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt039585
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046299
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0201986
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 325 TEACHER EXPENSES & SUPP. 5,227 FIELD TRIPS 1,138 TECHNOLOGY & LIBRARY 2,580 FIELD DAY 3,000 TEACHER GIFTS 902 FUNDRAISING & FESTIVALS 19,677 TOTAL 32,849
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/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELMWOOD HEIGHTS ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTO
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ReturnHeader/Filer/EIN0453057320
ReturnHeader/Filer/PhoneNum02707691328
ReturnHeader/Filer/USAddress/AddressLine1Txt0307 CARDINAL DRIVE
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.47.212.186
ReturnHeader/FilingSecurityInformation/IPDt02020-09-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:05:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261608733
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0312 NORTH MULBERRY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELIZABETHTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd042701
ReturnHeader/PreparerPersonGrp/PhoneNum02707370858
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE HURLEY CPA
ReturnHeader/ReturnTs02020-09-16T13:05:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,335
Liabilities
-
Net assets
$11,335
Revenue
$29,436
Expenses
$33,327
Net income
-$3,891
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