Civic Intelligence

Heritage Elementary PTO

EIN 47-4210294 • 501(c)3 • Edmond, OK

Profile

See Attachment - Schedule O

400 E Sorghum Mill RdEdmond, OK 73034

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

66th percentile

8.2%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

33rd percentile

-18%

Faster revenue growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$119,543

Up $9,025 (+8.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$119,543

Up $9,025 (+8.2%) from 2024

Revenue

Down

$78,687

Down $16,827 (-18%) from 2024

Expenses

Up

$69,662

Up $13,112 (+23%) from 2024

Net Income

Down

$9,025

Down $29,939 (-77%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2016: $42,824Net Assets 2016: $42,8242016Assets 2017: $54,018Net Assets 2017: $54,0182017Assets 2018: $70,348Net Assets 2018: $70,3482018Assets 2019: $44,895Liabilities 2019: $0Net Assets 2019: $44,8952019Assets 2020: $30,885Liabilities 2020: $0Net Assets 2020: $30,8852020Assets 2021: $57,462Liabilities 2021: $0Net Assets 2021: $57,4622021Assets 2022: $69,020Liabilities 2022: $0Net Assets 2022: $69,0202022Assets 2023: $71,554Liabilities 2023: $0Net Assets 2023: $71,5542023Assets 2024: $110,518Liabilities 2024: $0Net Assets 2024: $110,5182024Assets 2025: $119,543Liabilities 2025: $0Net Assets 2025: $119,5432025

Highlighted filing

2025

Assets$119,543
Liabilities$0
Net Assets$119,543

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $64,830Expenses 2016: $22,006Net Income 2016: $42,8242016Revenue 2017: $69,924Expenses 2017: $58,730Net Income 2017: $11,1942017Revenue 2018: $84,186Expenses 2018: $67,856Net Income 2018: $16,3302018Revenue 2019: $69,323Expenses 2019: $94,776Net Income 2019: -$25,4532019Revenue 2020: $68,612Expenses 2020: $82,622Net Income 2020: -$14,0102020Revenue 2021: $51,327Expenses 2021: $24,750Net Income 2021: $26,5772021Revenue 2022: $58,988Expenses 2022: $47,430Net Income 2022: $11,5582022Revenue 2023: $113,602Expenses 2023: $111,068Net Income 2023: $2,5342023Revenue 2024: $95,514Expenses 2024: $56,550Net Income 2024: $38,9642024Revenue 2025: $78,687Expenses 2025: $69,662Net Income 2025: $9,0252025

Highlighted filing

2025

Revenue$78,687
Expenses$69,662
Net Income$9,025

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 8, 2025
Return Version
2024v5.0
Gross Receipts
$164,213
Mission and Program Overview

Mission

The mission of the organization is to provide services, equipment and supplies that are not provided by edmond public school system to heritage elementary school.

The purpose of this organization is to provide services, equipment and supplies that are not provided by edmond public schools to heritage elementary school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$110,518$119,543▲ $9,025
Total Assets$110,518$119,543▲ $9,025
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$101,018$108,043▲ $7,025
Net Assets With Donor Restrictions$9,500$11,500▲ $2,000
Total Net Assets Fund Balance$110,518$119,543▲ $9,025
Total Liabilities and Net Assets / Fund Balance$110,518$119,543▲ $9,025
Compensation and Service Providers

Board Members and Trustees

NameTitle
Marisa StacyPresident
Angela EngleCo-treasurer
Caiti HanksCo-vice Pres
Diana RiceCommunicatio
Bethanie LiedSecretary
Tasa SalyardsTreasurer
Melissa AveryVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,395
Program Service Revenue
$140
Investment Income
$0
Other Revenue
$77,152
All Other Contributions
$1,395
Change in Net Assets
$9,025
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,662
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$26,685$67-$26,752
Conferences and Meetings$10,000--$10,000
Other Expenses$4,215--$4,215
Fees for Services Accounting-$675-$675
Insurance-$536-$536
Information Technology-$248-$248
Office Expenses-$219-$219
Total Functional Expenses$67,917$1,745$0$69,662
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$162,678
Fundraising Direct Expenses$85,526
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Glow Run/hero H$93,325$93,325$30,502$62,823
Book Fair$20,620$20,620$20,620$0
Total Events$155,294$155,294$81,771$73,523
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

990 is reviewed by the board prior to filing

Form 990, Page 6, Part VI, Line 19

Made available upon request

Filing and Contact Details

Filer

Filer Name
Heritage Elementary Pto
EIN
47-4210294
Phone
4053402921
Address
400 E SORGHUM MILL RD, EDMOND, OK 73034

Signing Officer

Name
Tasa Salyards
Title
Treasurer
Phone
4053402921
Signed
2025-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tasa Salyards
Formed
2016
Legal Domicile
Ok
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Bloch and Company P C
Address
PO BOX 2216, EDMOND, OK 73083-2216
Preparer
H Keith Bloch CPA
Phone
4053597100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Heroes - teach apprecn 4,207 0 0 community ev/spirit night 3,957 0 0 supplies 3,689 0 0 hospitality 3,233 0 0 sub reimbursements 2,913 0 0 celebrate differences 1,285 0 0 instructional support 1,000 0 0 spirit day treats 849 0 0 recess equipment 750 0 0 holiday heroes 675 0 0 decorating 648 0 0 student snack fund 598 0 0 music 515 0 0 fifth grad colonial day 500 0 0 music - grade level progr 499 0 0 senior graduation 290 0 0 school system fees 200 0 0 miscellaneous expenses 199 0 0 care room 199 0 0 back to school/info day 167 0 0 watchdog kickoff 128 0 0 gardening 95 0 0 pre-k activities 89 0 0 bank charges 0 67 0 total 26,685 67 0

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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt091036
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt01725
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt01366
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0113306
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt089670
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IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt03138
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0EDMOND PUBLIC SCHOOLS
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt073523
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt030649
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 IS REVIEWED BY THE BOARD PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HEROES - TEACH APPRECN 4,207 0 0 COMMUNITY EV/SPIRIT NIGHT 3,957 0 0 SUPPLIES 3,689 0 0 HOSPITALITY 3,233 0 0 SUB REIMBURSEMENTS 2,913 0 0 CELEBRATE DIFFERENCES 1,285 0 0 INSTRUCTIONAL SUPPORT 1,000 0 0 SPIRIT DAY TREATS 849 0 0 RECESS EQUIPMENT 750 0 0 HOLIDAY HEROES 675 0 0 DECORATING 648 0 0 STUDENT SNACK FUND 598 0 0 MUSIC 515 0 0 FIFTH GRAD COLONIAL DAY 500 0 0 MUSIC - GRADE LEVEL PROGR 499 0 0 SENIOR GRADUATION 290 0 0 SCHOOL SYSTEM FEES 200 0 0 MISCELLANEOUS EXPENSES 199 0 0 CARE ROOM 199 0 0 BACK TO SCHOOL/INFO DAY 167 0 0 WATCHDOG KICKOFF 128 0 0 GARDENING 95 0 0 PRE-K ACTIVITIES 89 0 0 BANK CHARGES 0 67 0 TOTAL 26,685 67 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
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IRS990/TotalAssetsGrp/BOYAmt0110518
IRS990/TotalAssetsGrp/EOYAmt0119543
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01745
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt067917
IRS990/TotalFunctionalExpensesGrp/TotalAmt069662
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0110518
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0119543
IRS990/TotalProgramServiceExpensesAmt067917
IRS990/TotalProgramServiceRevenueAmt0140
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0140
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt078687
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0110518
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0119543
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0400 E SORGHUM MILL RD
IRS990/USAddress/CityNm0EDMOND
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073034
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IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HERITAGE.EDMONDSCHOOLS.NET
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TASA SALYARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04053402921
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0474210294
ReturnHeader/Filer/PhoneNum04053402921
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 E SORGHUM MILL RD
ReturnHeader/Filer/USAddress/CityNm0EDMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073034
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731373360
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLOCH AND COMPANY P C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0730832216

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