Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
EIN 63-1226094 • 501(c)3 • Madison, AL
Profile
Hes pta is a group that works to support and advance education and educators at heritage elementary school
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
67th percentile
Higher net margin than 67% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
96th percentile
Faster asset growth than 96% of similar nonprofits.
Revenue Growth
55th percentile
Faster revenue growth than 55% of similar nonprofits.
Assets
Up$48,525
Up $33,918 (+232%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down-$2,457
Down $17,064 (-117%) from 2024
Revenue
Up$60,715
Up $1,419 (+2.4%) from 2024
Expenses
Down$52,779
Down $47,383 (-47%) from 2024
Net Income
Up$7,936
Up $48,802 (+119%) from 2024
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
EducationalCharitable
Hes pta is a group that works to support and advance education and educators at heritage elementary school
| Description | Grants | Expenses |
|---|---|---|
| 20K PROVIDED TO HERITAGE FOR NEW ENTRANCE SIGN $6.3K in teacher grants for teachers to purchase classroom needs (scooters for PE, cursive books, phonics books, art supplies, music drums, etc...) $3.2K provided to teachers for classroom supplies and materials through teacher start-up funds $3.9K spent during teacher appreciation week to show support to our teachers and staff through meals, snacks and activities | $4,249 | $45,060 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DARINKA WILLIAMS | President | PT | $0 | - | - |
| SABRINA PETRIE | Vice President | PT | $0 | - | - |
| AMANDA BRITTON | Treasurer | PT | $0 | - | - |
| CHRISTA RATCLIFF | Secretary | PT | $0 | - | - |
| RACHEL MCCULLOUGH | Communications Techn | PT | $0 | - | - |
| CHRISTINA HARVARD | Fundraising | PT | $0 | - | - |
| SONIA AMMAN | Membership | PT | $0 | - | - |
| JULIE ROMAINES | Volunteer Coordinato | PT | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Color Run | $43,137 | $43,137 | $7,366 | $35,771 |
| Holiday Shop | $14,724 | $14,724 | $5,590 | $9,134 |
| Total Events | $106,397 | $106,397 | $51,362 | $55,035 |
“Pta membership dues and city dues”
“CD INVESTMENT”
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 | AMANDA BRITTON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8582455308 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 11755 COUNTY LINE ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Madison |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 35758 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 14607 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 23525 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 2656 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 7936 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 600 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 14607 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 48525 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 106397 |
| IRS990EZ/GrossReceiptsAmt | 0 | 112077 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 986 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 2038 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 14607 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | -2457 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 14607 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 48525 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 25.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DARINKA WILLIAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SABRINA PETRIE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | AMANDA BRITTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | CHRISTA RATCLIFF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | RACHEL MCCULLOUGH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | CHRISTINA HARVARD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | SONIA AMMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | JULIE ROMAINES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | COMMUNICATIONS TECHN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | FUNDRAISING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | MEMBERSHIP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | VOLUNTEER COORDINATO |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 25000 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -25000 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 50975 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | HES PTA IS A GROUP THAT WORKS TO SUPPORT AND ADVANCE EDUCATION AND EDUCATORS AT HERITAGE ELEMENTARY SCHOOL |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1204 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 20K PROVIDED TO HERITAGE FOR NEW ENTRANCE SIGN $6.3K in teacher grants for teachers to purchase classroom needs (scooters for PE, cursive books, phonics books, art supplies, music drums, etc...) $3.2K provided to teachers for classroom supplies and materials through teacher start-up funds $3.9K spent during teacher appreciation week to show support to our teachers and staff through meals, snacks and activities |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 4249 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 45060 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 51362 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 55035 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | AL |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 52779 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 45060 |
| IRS990EZ/TotalRevenueAmt | 0 | 60715 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 2038 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3223 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3491 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1697 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1128 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 11577 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 1479 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 490 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 12 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 1981 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 55039 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 56073 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 47185 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 57922 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 16685 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 232904 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 1479 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 490 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 12 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 1981 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00800 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99200 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 244481 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 57077 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 59296 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 50676 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 59619 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 17813 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 244481 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 58556 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 59786 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 50688 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 59619 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 17813 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 246462 |
| IRS990ScheduleG/CharitableDistributionRqrInd | 0 | false |
| IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd | 0 | false |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 51362 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | COLOR RUN |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | HOLIDAY SHOP |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 43137 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 14724 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 48536 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 106397 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 43137 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 14724 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 48536 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 106397 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 55035 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 38406 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 51362 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 7366 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 5590 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 5 |
| IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd | 0 | false |
| IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd | 0 | false |
| IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd | 0 | false |
| IRS990ScheduleG/GamingWithNonmembersInd | 0 | false |
| IRS990ScheduleG/LicensedInd | 0 | false |
| IRS990ScheduleG/LicenseSuspendedEtcInd | 0 | false |
| IRS990ScheduleG/MemberOfOtherEntityInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | PTA MEMBERSHIP DUES AND CITY DUES |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CD INVESTMENT |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART 1 LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART 2 LINE 24 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | AMANDA BRITTON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8582455308 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-31 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HERITAGE ELEMENTARY PTA ALABAMA CONGRESS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HERI |
| ReturnHeader/Filer/EIN | 0 | 631226094 |
| ReturnHeader/Filer/PhoneNum | 0 | 8582455308 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 11755 COUNTY LINE ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Madison |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 35758 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 431871840 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | HRB TAX GROUP INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1301 MAIN ST STE 101B |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | KANSAS CITY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 64105 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8004725625 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-06 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Starla Hamlett |
| ReturnHeader/ReturnTs | 0 | 2025-11-06T18:34:18Z |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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