Civic Intelligence

Heritage Elementary School PTO

EIN 51-0480388 • 501(c)3 • Marion, OH

Profile

Parent teacher organixation that helps provide funds through fundraisers to beneift all the students and teachers at heritage elementary school.

720 Columbus Sandusky Rd SMarion, OH 43302
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

42nd percentile

-1.3%

Higher net margin than 42% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

50th percentile

-1.9%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$19,411

Down $381 (-1.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$19,411

Down $381 (-1.9%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin42nd percentile

Revenue

Up

$29,509

Up $5,288 (+22%) from 2024

Expenses

Up

$29,890

Up $5,922 (+25%) from 2024

Net Income

Down

-$381

Down $634 (-251%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$60K$40K$20K$0Assets 2017: $47,472Liabilities 2017: $0Net Assets 2017: $47,4722017Assets 2018: $50,506Liabilities 2018: $0Net Assets 2018: $50,5062018Assets 2019: $43,531Liabilities 2019: $0Net Assets 2019: $43,5312019Assets 2020: $43,531Liabilities 2020: $0Net Assets 2020: $43,5312020Assets 2021: $30,082Liabilities 2021: $0Net Assets 2021: $30,0822021Assets 2022: $24,502Liabilities 2022: $0Net Assets 2022: $24,5022022Assets 2023: $19,539Liabilities 2023: $0Net Assets 2023: $19,5392023Assets 2024: $19,792Liabilities 2024: $0Net Assets 2024: $19,7922024Assets 2025: $19,411Liabilities 2025: $0Net Assets 2025: $19,4112025

Highlighted filing

2025

Assets$19,411
Liabilities$0
Net Assets$19,411
Open 2025 Filing

Operations Trend

Revenue Growth73rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2017: $8,331Expenses 2017: $0Net Income 2017: $8,3312017Revenue 2018: $61,947Expenses 2018: $58,913Net Income 2018: $3,0342018Revenue 2019: $17,824Expenses 2019: $24,799Net Income 2019: -$6,9752019Revenue 2020: $14,023Expenses 2020: $20,740Net Income 2020: -$6,7172020Revenue 2021: $11,540Expenses 2021: $15,344Net Income 2021: -$3,8042021Revenue 2022: $11,536Expenses 2022: $17,116Net Income 2022: -$5,5802022Revenue 2023: $14,762Expenses 2023: $19,725Net Income 2023: -$4,9632023Revenue 2024: $24,221Expenses 2024: $23,968Net Income 2024: $2532024Revenue 2025: $29,509Expenses 2025: $29,890Net Income 2025: -$3812025

Highlighted filing

2025

Revenue$29,509
Expenses$29,890
Net Income-$381
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$19,411
Liabilities
$0
Net assets
$19,411
Revenue
$29,509
Expenses
$29,890
Net income
-$381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$0.00$19.4$29.5$29.9$0.38
2024Summary only. Only limited summary data is available for this year.$19.8$0.00$19.8$24.2$24.0$0.25
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$0.00$19.5$14.8$19.7$4.96
2022Summary only. Only limited summary data is available for this year.$24.5$0.00$24.5$11.5$17.1$5.58
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.1$0.00$30.1$11.5$15.3$3.80
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.5$0.00$43.5$14.0$20.7$6.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.5$0.00$43.5$17.8$24.8$6.98
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.5$0.00$50.5$61.9$58.9$3.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.5$0.00$47.5$8.33$0.00$8.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.0
Gross Receipts
$37,772
Mission and Program Overview

Mission

Parent teacher organixation that helps provide funds through fundraisers to beneift all the students and teachers at heritage elementary school.

Parent teacher organization that helps provide funds through fundraisers to benefit all the students and teachers at heritage elementary school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$19,792$19,411▼ $381
Total Assets$19,792$19,411▼ $381
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,792$19,411▼ $381
Total Net Assets Fund Balance$19,792$19,411▼ $381
Total Liabilities and Net Assets / Fund Balance$19,792$19,411▼ $381
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Lindsay FetterPresident
Brittany MathewsSecretary
Amy GatesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,812
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$6,697
All Other Contributions
$22,812
Change in Net Assets
$-381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,890
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
Other Expenses$4,468--$4,468
All Other Expenses$3,737--$3,737
Insurance-$164-$164
Office Expenses-$67-$67
Total Functional Expenses$29,659$231$0$29,890
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,960
Fundraising Direct Expenses$8,263
Professional Fundraising Fees$0
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
Backup withholding compliance
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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Heritage Elementary School Pto
EIN
51-0480388
Phone
7407255500
Address
720 COLUMBUS SANDUSKY RD S, MARION, OH 43302

Signing Officer

Name
Amy Gates
Title
Treasurer
Phone
7407255500
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Gates
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
RLB CPA'S INC
Address
1600 LEXINGTON AVE, MANSFIELD, OH 44907-2907
Preparer
Tracy M Bash
Phone
4197563400
Supplemental Narrative

Additional Explanations

Form 990, Part III

“Parent teacher organization that helps provide funds through fundraisers to benefit all the students and teachers at heritage elementary school.”

Form 990, Page 2, Part III, Line 4D

“FALL FESTIVAL”

Form 990, Part IX, Line 24E

“Field trips 3,504 0 0 fall festival 233 0 0 total 3,737 0 0”

Raw XML Appendix242 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PARENT TEACHER ORGANIZATION THAT HELPS PROVIDE FUNDS THROUGH FUNDRAISERS TO BENEFIT ALL THE STUDENTS AND TEACHERS AT HERITAGE ELEMENTARY SCHOOL.
IRS990/AllOtherContributionsAmt022812
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03737
IRS990/AllOtherExpensesGrp/TotalAmt03737
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0AMY GATES
IRS990/BooksInCareOfDetail/PhoneNum07407255500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0690 BETHLEHEM RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0PROSPECT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043342
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt019792
IRS990/CashNonInterestBearingGrp/EOYAmt019411
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt022812
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt029890
IRS990/CYOtherRevenueAmt06697
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-381
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt029890
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt029509
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PARENT TEACHER ORGANIZATION THAT HELPS PROVIDE FUNDS THROUGH FUNDRAISERS TO BENEFIT ALL THE STUDENTS AND TEACHERS AT HERITAGE ELEMENTARY SCHOOL.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt029426
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0LINDSAY FETTER
IRS990/Form990PartVIISectionAGrp/PersonNm1AMY GATES
IRS990/Form990PartVIISectionAGrp/PersonNm2BRITTANY MATHEWS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt08263
IRS990/FundraisingGrossIncomeAmt014960
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt037772
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0164
IRS990/InsuranceGrp/TotalAmt0164
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PARENT TEACHER ORGANIZATION THAT HELPS PROVIDE FUNDS THROUGH FUNDRAISERS TO BENEFIT ALL THE STUDENTS AND TEACHERS AT HERITAGE ELEMENTARY SCHOOL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt019792
IRS990/NetAssetsOrFundBalancesEOYAmt019411
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt06697
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt019792
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt019411
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt067
IRS990/OfficeExpensesGrp/TotalAmt067
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0STUDENT ACTIVITIES
IRS990/OtherExpensesGrp/Desc1T-SHIRTS
IRS990/OtherExpensesGrp/Desc2STUDENT HOLIDAY ACTIVITY
IRS990/OtherExpensesGrp/Desc3TEACHER GIFTS
IRS990/OtherExpensesGrp/ProgramServicesAmt010317
IRS990/OtherExpensesGrp/ProgramServicesAmt16255
IRS990/OtherExpensesGrp/ProgramServicesAmt24882
IRS990/OtherExpensesGrp/ProgramServicesAmt34468
IRS990/OtherExpensesGrp/TotalAmt010317
IRS990/OtherExpensesGrp/TotalAmt16255
IRS990/OtherExpensesGrp/TotalAmt24882
IRS990/OtherExpensesGrp/TotalAmt34468
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0AMY GATES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0FALL FESTIVAL
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0233
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt024221
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt023968
IRS990/PYRevenuesLessExpensesAmt0253
IRS990/PYTotalExpensesAmt023968
IRS990/PYTotalRevenueAmt024221
IRS990/ReconcilationRevenueExpnssAmt0-381
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PARENT TEACHER ORGANIZATION THAT HELPS PROVIDE FUNDS THROUGH FUNDRAISERS TO BENEFIT ALL THE STUDENTS AND TEACHERS AT HERITAGE ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FALL FESTIVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIELD TRIPS 3,504 0 0 FALL FESTIVAL 233 0 0 TOTAL 3,737 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt019792
IRS990/TotalAssetsEOYAmt019411
IRS990/TotalAssetsGrp/BOYAmt019792
IRS990/TotalAssetsGrp/EOYAmt019411
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt022812
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0231
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029659
IRS990/TotalFunctionalExpensesGrp/TotalAmt029890
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt019792
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt019411
IRS990/TotalOtherProgSrvcExpenseAmt0233
IRS990/TotalProgramServiceExpensesAmt029659
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt029509
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019792
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019411
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0690 BETHLEHEM RD
IRS990/USAddress/CityNm0PROSPECT
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043342
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY GATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07407255500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0510480388
ReturnHeader/Filer/PhoneNum07407255500
ReturnHeader/Filer/USAddress/AddressLine1Txt0720 COLUMBUS SANDUSKY RD S
ReturnHeader/Filer/USAddress/CityNm0MARION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043302
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341323620
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RLB CPA'S INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01600 LEXINGTON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0449072907
ReturnHeader/PreparerPersonGrp/PhoneNum04197563400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY M BASH
ReturnHeader/ReturnTs02025-11-06T10:39:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits