Civic Intelligence

Heritage Early Childhood School PTO

EIN 83-1110802 • 501(c)3 • Liberty Twp, OH

Profile

Our primary objective is to provide our schools funds, programs, resources and services to enhance and maximize every child's education and to benefit the school throughout the year. We host fundraisers, which help the pto mett this objective. The pto sponsors and supports school book fairs, after-school programs, family fun nights, student enrichment programs, author visits, the carnival, staff apprciation, student field trips, field day and other events and fundraisers.

5052 Hamilton Mason RoadLiberty Twp, OH 45011
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

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

13th percentile

-56%

Higher net margin than 13% 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

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Revenue Growth

52nd percentile

-0.1%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1 (-100%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

-$20,532

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin13th percentile

Revenue

Down

$36,589

Down $54 (-0.1%) from 2024

Expenses

Up

$57,121

Up $31,025 (+119%) from 2024

Net Income

Down

-$20,532

Down $31,079 (-295%) from 2024

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$20K$0-$20K-$40KAssets 2023: $39,250Liabilities 2023: $0Net Assets 2023: $39,2502023Assets 2024: $1Liabilities 2024: $02024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: -$20,5322025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets-$20,532
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2023: $31,520Expenses 2023: $23,634Net Income 2023: $7,8862023Revenue 2024: $36,643Expenses 2024: $26,096Net Income 2024: $10,5472024Revenue 2025: $36,589Expenses 2025: $57,121Net Income 2025: -$20,5322025

Highlighted filing

2025

Revenue$36,589
Expenses$57,121
Net Income-$20,532
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
-$20,532
Revenue
$36,589
Expenses
$57,121
Net income
-$20,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$20.5$36.6$57.1$20.5
2024Summary only. Only limited summary data is available for this year.$0.00$0.00$36.6$26.1$10.5
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.3$0.00$39.3$31.5$23.6$7.89
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 19, 2025
Return Version
2024v5.2
Gross Receipts
$36,589
Mission and Program Overview

Mission

Our primary objective is to provide our schools funds, programs, resources and services to enhance and maximize every child's education and to benefit the school throughout the year. We host fundraisers, which help the pto mett this objective. The pto sponsors and supports school book fairs, after-school programs, family fun nights, student enrichment programs, author visits, the carnival, staff apprciation, student field trips, field day and other events and fundraisers.

provides our school's funds, programs, resources

Program Services

DescriptionGrantsExpenses
100 days of school event, BINGO night, breakfast with buddies, field day, Kindergarten open house, Trunk or Treat-$7,884
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY KEYSERPresident-$0--
SUZANNE BRUCESecretary-$0--
AMBER BATTYVice President-$0--
STACEY ROARKTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Heritage Early Childhood School PTO
EIN
83-1110802
In Care Of
% Stacey Rourk
Phone
5135743300
Address
5052 Hamilton Mason Road, Liberty Twp, OH 45011

Signing Officer

Name
Stacey Rourk
Title
Treasurer
Phone
5138627060
Signed
2025-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Midwestern Wealth Management
Address
550 S Main St, Springboro, OH 45066
Preparer
Will Bach
Phone
9375573200
Supplemental Narrative

Additional Explanations

Part I Line 8

“After school programs $4519.00”

Part I Line 8

“Holiday Shoppe $8070.00”

Part I Line 8

“Theatre ticket sales $5648.00”

Part I Line 8

“All other revenue $6214.00”

Part I Line 16

“Advertising and promotion $57121.00”

Raw XML Appendix144 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/USAddress/CityNm0Hamilton
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ASHLEY KEYSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUZANNE BRUCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMBER BATTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STACEY ROARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt057121
IRS990EZ/OtherRevenueTotalAmt024451
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0provides our school's funds, programs, resources
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0100 days of school event, BINGO night, breakfast with buddies, field day, Kindergarten open house, Trunk or Treat
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07884
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt012138
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalProgramServiceExpensesAmt07884
IRS990EZ/TotalRevenueAmt036589
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0provides our school's funds, programs, resournces, and services to enhance and maximize every child's education and benefit school thru year
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part I
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt063752
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt063752
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt063752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0After school programs $4519.00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Theatre ticket sales $5648.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All other revenue $6214.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Advertising and promotion $57121.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/InCareOfNm0% Stacey Rourk
ReturnHeader/Filer/PhoneNum05135743300
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ReturnHeader/Filer/USAddress/CityNm0Liberty Twp
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ReturnHeader/PreparerPersonGrp/PhoneNum09375573200
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ReturnHeader/ReturnTs02025-09-19T13:33:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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