Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
19th percentile
Higher net margin than 19% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
19th percentile
Faster asset growth than 19% of similar nonprofits.
Revenue Growth
79th percentile
Faster revenue growth than 79% of similar nonprofits.
Balance Sheet
Assets
Down$26,363
Down $9,866 (-27%) from 2022
Net Assets
Down$26,363
Down $9,755 (-27%) from 2022
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$47,294
Up $14,607 (+45%) from 2022
Expenses
Up$57,050
Up $27,397 (+92%) from 2022
Net Income
Down-$9,756
Down $12,790 (-422%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- Apr 22, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $47,294
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
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | $56,150 |
| 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
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KIMBERLY HUGGINS | President | - | $0 | - | - |
| TRICIA PAYNE | Vice Preside | - | $0 | - | - |
| KRYSTAL WADDELL | Secretary | - | $0 | - | - |
| BOBBI JO GILKEY | Treasurer | - | $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
- Kimberly Huggins
- Title
- President
- Phone
- 3019575769
- Signed
- 2024-04-22
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Hurley Medley Lucas Cpas
- Address
- 3030 DOLPHIN DRIVE, ELIZABETHTOWN, KY 42701
- Preparer
- Joe Hurley CPA
- Phone
- 2707370858
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses insurance 267 school supplies 9,607 school events 28,427 filing fee 15 bank charges/fees 118 non-investment depreciation 18,116 total 56,550”
Form 990-ez, Part II, Line 24
“20,149 42,514 less accumulated depreciation 20,149 38,265 total 0 4,249”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 110 0”
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 Appendix141 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | BOBBI JO GILKEY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2707698930 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2300 NELSON DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ELIZABETHTOWN |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | KY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 42701 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 36229 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 22114 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 47294 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -9756 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 500 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 36229 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 26363 |
| IRS990EZ/GrossReceiptsAmt | 0 | 47294 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 36119 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 26363 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 36119 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 26363 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KIMBERLY HUGGINS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TRICIA PAYNE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KRYSTAL WADDELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BOBBI JO GILKEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 4249 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 56550 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 56150 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 110 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 57050 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 56150 |
| IRS990EZ/TotalRevenueAmt | 0 | 47294 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 47294 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 32687 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 30639 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5066 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 49986 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 165672 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 165672 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 47294 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 32687 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 30639 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5066 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 49986 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 165672 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 47294 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 32687 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 30639 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 5066 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 49986 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 165672 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES INSURANCE 267 SCHOOL SUPPLIES 9,607 SCHOOL EVENTS 28,427 FILING FEE 15 BANK CHARGES/FEES 118 NON-INVESTMENT DEPRECIATION 18,116 TOTAL 56,550 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 20,149 42,514 LESS ACCUMULATED DEPRECIATION 20,149 38,265 TOTAL 0 4,249 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 110 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KIMBERLY HUGGINS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3019575769 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-04-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HEARTLAND ELEMENTARY PTO INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HEAR |
| ReturnHeader/Filer/EIN | 0 | 453596855 |
| ReturnHeader/Filer/PhoneNum | 0 | 2707698930 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2300 NELSON DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ELIZABETHTOWN |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | KY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 42701 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 261608733 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | HURLEY MEDLEY LUCAS CPAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3030 DOLPHIN DRIVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ELIZABETHTOWN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | KY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 42701 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2707370858 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-04-23 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOE HURLEY CPA |
| ReturnHeader/ReturnTs | 0 | 2024-05-08T14:05:02-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | KIMBERLY |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | HUGGINS |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $26,363
- Liabilities
- -
- Net assets
- $26,363
- Revenue
- $47,294
- Expenses
- $57,050
- Net income
- -$9,756