Civic Intelligence

Heron Heights Elementary PTO Inc

990EZ • Fiscal year 2022 • EIN 47-4567225

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

11010 Nob Hill RoadPompano Beach, FL 33076

(954) 232-2553

Siviq Scores

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

Liabilities / Assets

79th percentile

0.09x

Higher debt load relative to assets than 79% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

59th percentile

11%

Higher net margin than 59% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

80th percentile

38%

Faster asset growth than 80% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

84th percentile

106%

Faster revenue growth than 84% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$89,395

Up $24,428 (+38%) from 2021

Net Assets

Up

$81,347

Up $18,598 (+30%) from 2021

Liabilities

Up

$8,048

Up $5,830 (+263%) from 2021

Revenue

Up

$174,134

Up $89,666 (+106%) from 2021

Expenses

Up

$155,536

Up $131,641 (+551%) from 2021

Net Income

Down

$18,598

Down $41,975 (-69%) from 2021

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2016: $22,570Liabilities 2016: $0Net Assets 2016: $22,5702016Assets 2017: $50,720Liabilities 2017: $0Net Assets 2017: $50,7202017Assets 2018: $53,530Liabilities 2018: $0Net Assets 2018: $53,5302018Assets 2019: $125,472Liabilities 2019: $0Net Assets 2019: $125,4722019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $64,967Liabilities 2021: $2,218Net Assets 2021: $62,7492021Assets 2022: $89,395Liabilities 2022: $8,048Net Assets 2022: $81,3472022Assets 2023: $181,010Liabilities 2023: $0Net Assets 2023: $181,0102023Assets 2024: $197,124Liabilities 2024: $0Net Assets 2024: $197,1242024

Highlighted filing

2022

Assets$89,395
Liabilities$8,048
Net Assets$81,347

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2016: $97,867Expenses 2016: $75,297Net Income 2016: $22,5702016Revenue 2017: $86,608Expenses 2017: $58,458Net Income 2017: $28,1502017Revenue 2018: $71,463Expenses 2018: $68,653Net Income 2018: $2,8102018Revenue 2019: $131,739Expenses 2019: $59,797Net Income 2019: $71,9422019Revenue 2020: $83,997Expenses 2020: $209,469Net Income 2020: -$125,4722020Revenue 2021: $84,468Expenses 2021: $23,895Net Income 2021: $60,5732021Revenue 2022: $174,134Expenses 2022: $155,536Net Income 2022: $18,5982022Revenue 2023: $211,034Expenses 2023: $111,371Net Income 2023: $99,6632023Revenue 2024: $235,679Expenses 2024: $219,565Net Income 2024: $16,1142024

Highlighted filing

2022

Revenue$174,134
Expenses$155,536
Net Income$18,598
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.1
Gross Receipts
$180,911
Mission and Program Overview

Mission

Support elementary education advancement at heron heights elementary

Support elementary education at heron heights elementary school

Program Services

DescriptionGrantsExpenses
SCHOOL SUPPORT - TO SUPPLEMENT AND PROVIDE SUPPORT FOR SCHOOL PROGRAMS, CLASSROOM SUPPLIES CURRICULUMMATERIALS AND EXTRA CURRICULAR ACTIVITIES$0$148,302
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN RAGONEPresidentPT$0--
RITA BERGERVice PresidentPT$0--
JESSICA ROSSVice PresidentPT$0--
ALANA REDELLTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Heron Heights Elementary Pto Inc
EIN
47-4567225
Phone
9542322553
Address
11010 NOB HILL ROAD, POMPANO BEACH, FL 33076

Signing Officer

Name
Alana Redell
Title
Treasurer
Phone
9542322553
Signed
2022-11-15

Preparer

Firm
Gary Cooper CPA PA
Address
5511 N WINSTON PARK BLVD 108, COCONUT CREEK, FL 33073
Preparer
Gary Cooper CPA
Phone
9544155106
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

INSURANCE 734.

Form 990EZ, Part I, Line 16

SUBSCRIPTIONS 205.

Form 990EZ, Part I, Line 16

BANK CHARGES 26.

Form 990EZ, Part I, Line 16

OFFICE SUPPLIES 244.

Form 990EZ, Part I, Line 16

Annual report sunbiz 185.

Form 990EZ, Part I, Line 16

ADVERTISING 19.

Form 990EZ, Part I, Line 16

JOTFORM 60.

Form 990EZ, Part I, Line 16

PTO OFFICE 449.

Form 990EZ, Part I, Line 16

Other school/staff support expenses 3556.

Form 990EZ, Part I, Line 16

HHE CARES 1444.

Form 990EZ, Part I, Line 16

Unfinished business -earmarked funds 1961.

Form 990EZ, Part I, Line 16

Playground sand removal 41201.

Form 990EZ, Part I, Line 16

Promethean screens and stands 67000.

Form 990EZ, Part I, Line 16

Teacher/staff holiday luncheon 1314.

Form 990EZ, Part I, Line 16

Beutification of hhe 9186.

Form 990EZ, Part I, Line 16

Golf cart batteries 1718.

Form 990EZ, Part I, Line 16

COMUTER CARTS 2280.

Form 990EZ, Part I, Line 16

Teacher appreciation back to school 1220.

Form 990EZ, Part I, Line 16

Hhe scholastic magazine 1588.

Form 990EZ, Part I, Line 16

Hhe program applications and supplies 15500.

Form 990EZ, Part I, Line 16

HAWK COSTUME 1815.

Form 990EZ, Part I, Line 16

Teacher/staff appreciation luncheon 3831.

Form 990EZ, Part II, Line 26

Accounts payable 2218. 8048.

Raw XML Appendix195 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum09544155106
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PARKLAND
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAUREN RAGONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RITA BERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA ROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALANA REDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
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IRS990EZ/Organization501c3Ind0X
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT ELEMENTARY EDUCATION AT HERON HEIGHTS ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt088362
IRS990ScheduleA/Total509Grp/TotalAmt0115503
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0115503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSURANCE 734.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUBSCRIPTIONS 205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES 26.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE SUPPLIES 244.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL REPORT SUNBIZ 185.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADVERTISING 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6JOTFORM 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTO OFFICE 449.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OTHER SCHOOL/STAFF SUPPORT EXPENSES 3556.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9HHE CARES 1444.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10UNFINISHED BUSINESS -EARMARKED FUNDS 1961.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PLAYGROUND SAND REMOVAL 41201.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PROMETHEAN SCREENS AND STANDS 67000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13TEACHER/STAFF HOLIDAY LUNCHEON 1314.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14BEUTIFICATION OF HHE 9186.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15GOLF CART BATTERIES 1718.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16COMUTER CARTS 2280.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17TEACHER APPRECIATION BACK TO SCHOOL 1220.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18HHE SCHOLASTIC MAGAZINE 1588.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19HHE PROGRAM APPLICATIONS AND SUPPLIES 15500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20HAWK COSTUME 1815.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21TEACHER/STAFF APPRECIATION LUNCHEON 3831.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22ACCOUNTS PAYABLE 2218. 8048.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALANA REDELL
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ReturnHeader/BusinessOfficerGrp/PhoneNum09542322553
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERON HEIGHTS ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0HERO
ReturnHeader/Filer/EIN0474567225
ReturnHeader/Filer/PhoneNum09542322553
ReturnHeader/Filer/USAddress/AddressLine1Txt011010 NOB HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0POMPANO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033076
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810640588
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05511 N WINSTON PARK BLVD 108
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ReturnHeader/ReturnTs02023-05-15T17:04:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings