Civic Intelligence

Heritage Elementary PTA

990EZ • Fiscal year 2019 • EIN 75-2488805

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 14, 2019

100 Barnett BlvdHighland Village, TX 75077

(469) 713-5985

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

47th percentile

2.0%

Higher net margin than 47% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

54th percentile

4.1%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

44th percentile

-2.8%

Faster revenue growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$23,082

Up $913 (+4.1%) from 2018

Net Assets

$23,082

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$45,305

Down $1,285 (-2.8%) from 2018

Expenses

Down

$44,392

Down $5,523 (-11%) from 2018

Net Income

Up

$913

Up $4,238 (+127%) from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $30,866Liabilities 2012: $1422012Assets 2013: $52,007Liabilities 2013: $8552013Assets 2014: $40,987Liabilities 2014: $862014Assets 2015: $33,600Liabilities 2015: $02015Assets 2016: $33,174Liabilities 2016: $02016Assets 2017: $25,494Liabilities 2017: $02017Assets 2018: $22,169Liabilities 2018: $02018Assets 2019: $23,082Liabilities 2019: $0Net Assets 2019: $23,0822019Assets 2020: $25,390Liabilities 2020: $0Net Assets 2020: $25,3902020Assets 2021: $29,692Liabilities 2021: $0Net Assets 2021: $29,6922021Assets 2022: $48,957Liabilities 2022: $0Net Assets 2022: $48,9572022Assets 2023: $51,057Liabilities 2023: $0Net Assets 2023: $51,0572023Assets 2024: $68,399Liabilities 2024: $0Net Assets 2024: $68,3992024Assets 2025: $65,238Liabilities 2025: $0Net Assets 2025: $65,2382025

Highlighted filing

2019

Assets$23,082
Liabilities$0
Net Assets$23,082

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $60,581Expenses 2012: $41,018Net Income 2012: $19,5632012Revenue 2013: $81,795Expenses 2013: $61,367Net Income 2013: $20,4282013Revenue 2014: $54,920Expenses 2014: $65,085Net Income 2014: -$10,1652014Revenue 2015: $42,961Expenses 2015: $50,262Net Income 2015: -$7,3012015Revenue 2016: $58,151Expenses 2016: $58,577Net Income 2016: -$4262016Revenue 2017: $44,707Expenses 2017: $52,387Net Income 2017: -$7,6802017Revenue 2018: $46,590Expenses 2018: $49,915Net Income 2018: -$3,3252018Revenue 2019: $45,305Expenses 2019: $44,392Net Income 2019: $9132019Revenue 2020: $32,721Expenses 2020: $30,413Net Income 2020: $2,3082020Revenue 2021: $30,029Expenses 2021: $24,602Net Income 2021: $5,4272021Revenue 2022: $58,466Expenses 2022: $38,193Net Income 2022: $20,2732022Revenue 2023: $51,391Expenses 2023: $49,237Net Income 2023: $2,1542023Revenue 2024: $59,977Expenses 2024: $42,880Net Income 2024: $17,0972024Revenue 2025: $55,613Expenses 2025: $58,705Net Income 2025: -$3,0922025

Highlighted filing

2019

Revenue$45,305
Expenses$44,392
Net Income$913
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 14, 2019
Return Version
2018v3.0
Gross Receipts
$91,557
Mission and Program Overview

Mission

Education

Program Services

DescriptionGrantsExpenses
Student Enhancements-Educational Software; Author Visits; Exhibits; Scholarships; Assist Student Council. Enrichment-School/Staff Enrichment; Class Enrichment. Educational-Software; Reading Materials; Textbooks$0$16,123
Youth Development-Parent Education-Volunteer Education$0$3,470
School Improvements-Outdoor Classroom$0$1,638
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashley DodsonPresidentPT$0--
Laura ManesVice President-$0--
Allison BeanTreasurerPT$0--
Michelle ReedSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hawkfest$34,896$34,896$19,854$15,042
Big Kahuna$14,349$14,349$1,196$13,153
Total Events$60,353$60,353$30,046$30,307
Governance and Compliance

Governance Explanations

Form 990-EZ, Part VI, Line 49

LEF Scholarship

Filing and Contact Details

Filer

Filer Name
Heritage Elementary PTA
EIN
75-2488805
Phone
4697135985
Address
100 Barnett Blvd, Highland Village, TX 75077

Signing Officer

Name
Allison Bean
Title
Treasurer
Phone
4697135985
Signed
2019-07-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Enrichment=$16,123; Scholarship=$5,250; Improvements=$1,638; Developments=$3,470; Programs=$5,132

Form 990-EZ, Part I, Line 16

PTA Leadership=$1391; Insurance=$450; Credit Card Fees=$1076, Reserve Cash=$500

Raw XML Appendix225 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum04697135985
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03114 Southwood Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Highland Village
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075077
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michelle Reed
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03417
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Education
IRS990EZ/PrintingPublicationsPostageAmt01919
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Enhancements-Educational Software; Author Visits; Exhibits; Scholarships; Assist Student Council. Enrichment-School/Staff Enrichment; Class Enrichment. Educational-Software; Reading Materials; Textbooks
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Improvements-Outdoor Classroom
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016123
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11638
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23470
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt031534
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt045305
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd01
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.heritage-pta.com
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012312
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016684
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014363
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt066772
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt091557
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt091667
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt090016
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0116185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0173368
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0562793
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0300
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0629865
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0102818
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0185820
IRS990ScheduleA/Total509Grp/TotalAmt0629865
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0102818
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0103979
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0106700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0130548
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0185820
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0629865
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Hawkfest
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Big Kahuna
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014349
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011108
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014349
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01196
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Enrichment=$16,123; Scholarship=$5,250; Improvements=$1,638; Developments=$3,470; Programs=$5,132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA Leadership=$1391; Insurance=$450; Credit Card Fees=$1076, Reserve Cash=$500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LEF Scholarship
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part VI, Line 49
ReasonableCauseExplanation/ExplanationTxt0We filed this in July using an efile system. We believed it to be complete and done. We just received notice stating we needed to click the "verify filing" button. Everything is complete and was completed in July.
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Allison Bean
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04697135985
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heritage Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0752488805
ReturnHeader/Filer/PhoneNum04697135985
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 Barnett Blvd
ReturnHeader/Filer/USAddress/CityNm0Highland Village
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075077
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.203.78.217
ReturnHeader/ReturnTs02020-01-29T15:26:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$65.2$0.00$65.2$55.6$58.7$3.09
2024Detailed filing. Detailed filing data is available for this year.$68.4$0.00$68.4$60.0$42.9$17.1
2023Detailed filing. Detailed filing data is available for this year.$51.1$0.00$51.1$51.4$49.2$2.15
2022Detailed filing. Detailed filing data is available for this year.$49.0$0.00$49.0$58.5$38.2$20.3
2021Detailed filing. Detailed filing data is available for this year.$29.7$0.00$29.7$30.0$24.6$5.43
2020Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$32.7$30.4$2.31
2019Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$45.3$44.4$0.91
2018Summary only. Only limited summary data is available for this year.$22.2$0.00$46.6$49.9$3.33
2017Summary only. Only limited summary data is available for this year.$25.5$0.00$44.7$52.4$7.68
2016Summary only. Only limited summary data is available for this year.$33.2$0.00$58.2$58.6$0.43
2015Summary only. Only limited summary data is available for this year.$33.6$0.00$43.0$50.3$7.30
2014Summary only. Only limited summary data is available for this year.$41.0$0.09$54.9$65.1$10.2
2013Summary only. Only limited summary data is available for this year.$52.0$0.86$81.8$61.4$20.4
2012Summary only. Only limited summary data is available for this year.$30.9$0.14$60.6$41.0$19.6