Civic Intelligence

Heartland Elementary PTO Inc.

990EZ • Fiscal year 2016 • EIN 45-3596855

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

2300 Nelson DriveElizabethtown, KY 42701

(270) 769-8930

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$25,673

Down $2,956 (-10%) from 2015

Net Assets

Down

$25,673

Down $2,956 (-10%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$28,244

Down $7,501 (-21%) from 2015

Expenses

Down

$31,200

Down $6,025 (-16%) from 2015

Net Income

Down

-$2,956

Down $1,476 (-100%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $40,129Net Assets 2012: $40,1292012Assets 2013: $30,109Net Assets 2013: $30,1092013Assets 2014: $30,109Net Assets 2014: $30,1092014Assets 2015: $28,629Net Assets 2015: $28,6292015Assets 2016: $25,673Net Assets 2016: $25,6732016Assets 2017: $19,423Net Assets 2017: $19,4232017Assets 2018: $22,193Liabilities 2018: $2,117Net Assets 2018: $20,0762018Assets 2019: $30,170Liabilities 2019: $693Net Assets 2019: $29,4772019Assets 2020: $19,871Liabilities 2020: $217Net Assets 2020: $19,6542020Assets 2021: $33,300Liabilities 2021: $216Net Assets 2021: $33,0842021Assets 2022: $36,229Liabilities 2022: $111Net Assets 2022: $36,1182022Assets 2023: $26,363Net Assets 2023: $26,3632023Assets 2024: $30,345Net Assets 2024: $30,3452024

Highlighted filing

2016

Assets$25,673
Liabilities-
Net Assets$25,673

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2012: $63,042Expenses 2012: $42,008Net Income 2012: $21,0342012Revenue 2013: $65,278Expenses 2013: $75,298Net Income 2013: -$10,0202013Revenue 2014: $40,764Expenses 2014: $40,900Net Income 2014: -$1362014Revenue 2015: $35,745Expenses 2015: $37,225Net Income 2015: -$1,4802015Revenue 2016: $28,244Expenses 2016: $31,200Net Income 2016: -$2,9562016Revenue 2017: $39,221Expenses 2017: $45,471Net Income 2017: -$6,2502017Revenue 2018: $30,910Expenses 2018: $30,257Net Income 2018: $6532018Revenue 2019: $49,986Expenses 2019: $40,585Net Income 2019: $9,4012019Revenue 2020: $5,066Expenses 2020: $14,889Net Income 2020: -$9,8232020Revenue 2021: $30,639Expenses 2021: $17,209Net Income 2021: $13,4302021Revenue 2022: $32,687Expenses 2022: $29,653Net Income 2022: $3,0342022Revenue 2023: $47,294Expenses 2023: $57,050Net Income 2023: -$9,7562023Revenue 2024: $47,223Expenses 2024: $43,241Net Income 2024: $3,9822024

Highlighted filing

2016

Revenue$28,244
Expenses$31,200
Net Income-$2,956
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Gross Receipts
$28,244
Mission and Program Overview

Mission

The parent teacher organization at heartland elementary school in elizabethtown, ky is a not for profit organization whose role is to work together at realizing and meeting the goals of the school.

Program Services

DescriptionGrantsExpenses
THE PARENT TEACHER ORGANIZATION AT HEARTLAND ELEMENTARY SCHOOL IN ELIZABETHTOWN, KY IS A NOT FOR PROFIT ORGANIZATION WHOSE ROLE IS TO WORK TOGETHER AT REALIZING AND MEETING THE GOALS OF THE SCHOOL.-$19,660
THE PARENT TEACHER ORGANIZATION AT HEARTLAND ELEMENTARY SCHOOL IN ELIZABETHTOWN, KY IS A NOT FOR PROFIT ORGANIZATION WHOSE ROLE IS TO WORK TOGETHER AT REALIZING AND MEETING THE GOALS OF THE SCHOOL.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RECBECCA CAMPBELL CARTERTreasurer-$0--
JENNIFER WHITEVice Preside-$0--
LORA BOLINGSecretary-$0--
TIPHANIE CHITWOODPresident-$0--
Filing and Contact Details

Filer

Filer Name
Heartland Elementary Pto Inc
EIN
45-3596855
Phone
2707698930
Address
2300 NELSON DRIVE, ELIZABETHTOWN, KY 42701

Signing Officer

Name
Recbecca Campbell Carter
Title
Treasurer
Phone
3019575769
Signed
2017-05-10
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 262 fundraising 10,821 bank fees 42 school events 15,033 filing fee 15 non-investment depreciation 4,627 total 30,800

Form 990-ez, Part II, Line 24

2,183 9,323 less accumulated depreciation 1,305 5,932 total 878 3,391

Form 990-ez, Part III

The parent teacher organization at heartland elementary school in elizabethtown, ky is a not for profit organization whose role is to work together at realizing and meeting the goals of the school.

Form 990-ez, Part III, Line 31

The parent teacher organization at heartland elementary school in elizabethtown, ky is a not for profit organization whose role is to work together at realizing and meeting the goals of the school.

Raw XML Appendix138 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/PersonNm0RECBECCA CAMPBELL CARTER
IRS990EZ/BooksInCareOfDetail/PhoneNum02707698930
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02300 NELSON DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELIZABETHTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd042701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027751
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022282
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IRS990EZ/ExcessOrDeficitForYearAmt0-2956
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsAmt028244
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028629
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028629
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RECBECCA CAMPBELL CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORA BOLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIPHANIE CHITWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0878
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03391
IRS990EZ/OtherExpensesTotalAmt030800
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PARENT TEACHER ORGANIZATION AT HEARTLAND ELEMENTARY SCHOOL IN ELIZABETHTOWN, KY IS A NOT FOR PROFIT ORGANIZATION WHOSE ROLE IS TO WORK TOGETHER AT REALIZING AND MEETING THE GOALS OF THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PARENT TEACHER ORGANIZATION AT HEARTLAND ELEMENTARY SCHOOL IN ELIZABETHTOWN, KY IS A NOT FOR PROFIT ORGANIZATION WHOSE ROLE IS TO WORK TOGETHER AT REALIZING AND MEETING THE GOALS OF THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE PARENT TEACHER ORGANIZATION AT HEARTLAND ELEMENTARY SCHOOL IN ELIZABETHTOWN, KY IS A NOT FOR PROFIT ORGANIZATION WHOSE ROLE IS TO WORK TOGETHER AT REALIZING AND MEETING THE GOALS OF THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019660
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031200
IRS990EZ/TotalProgramServiceExpensesAmt019660
IRS990EZ/TotalRevenueAmt028244
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028244
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt035745
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040764
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt065278
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt063042
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0233073
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0233073
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028244
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040764
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065278
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063042
IRS990ScheduleA/Total509Grp/TotalAmt0233073
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028244
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt040764
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt063042
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0233073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 262 FUNDRAISING 10,821 BANK FEES 42 SCHOOL EVENTS 15,033 FILING FEE 15 NON-INVESTMENT DEPRECIATION 4,627 TOTAL 30,800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12,183 9,323 LESS ACCUMULATED DEPRECIATION 1,305 5,932 TOTAL 878 3,391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PARENT TEACHER ORGANIZATION AT HEARTLAND ELEMENTARY SCHOOL IN ELIZABETHTOWN, KY IS A NOT FOR PROFIT ORGANIZATION WHOSE ROLE IS TO WORK TOGETHER AT REALIZING AND MEETING THE GOALS OF THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PARENT TEACHER ORGANIZATION AT HEARTLAND ELEMENTARY SCHOOL IN ELIZABETHTOWN, KY IS A NOT FOR PROFIT ORGANIZATION WHOSE ROLE IS TO WORK TOGETHER AT REALIZING AND MEETING THE GOALS OF THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RECBECCA CAMPBELL CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03019575769
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTLAND ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0453596855
ReturnHeader/Filer/PhoneNum02707698930
ReturnHeader/Filer/USAddress/AddressLine1Txt02300 NELSON DRIVE
ReturnHeader/Filer/USAddress/CityNm0ELIZABETHTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042701
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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/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE HURLEY CPA
ReturnHeader/ReturnTs02017-05-15T11:13:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings