Civic Intelligence

Heatherwood Parent Teacher Organization

990EZ • Fiscal year 2012 • EIN 84-1511711

Jul 01, 2011 to Jun 30, 2012 • Filed on Feb 14, 2013

7750 Concord Drive80301
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

76th percentile

18%

Higher net margin than 76% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

67th percentile

13%

Faster asset growth than 67% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Assets

Flat

$107,574

Flat from 2012

Net Assets

$107,574

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Flat

$67,293

Flat from 2012

Expenses

Flat

$54,973

Flat from 2012

Net Income

Flat

$12,320

Flat from 2012

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $95,254Liabilities 2011: $0Net Assets 2011: $95,2542011Assets 2012: $107,574Liabilities 2012: $0Net Assets 2012: $107,5742012Assets 2012: $107,574Liabilities 2012: $02012Assets 2013: $108,755Liabilities 2013: $0Net Assets 2013: $108,7552013Assets 2014: $123,510Net Assets 2014: $123,5102014Assets 2015: $129,907Liabilities 2015: $5,6012015Assets 2016: $101,486Liabilities 2016: $7,8792016Assets 2017: $124,558Liabilities 2017: $6,727Net Assets 2017: $117,8312017Assets 2018: $120,809Liabilities 2018: $6,598Net Assets 2018: $114,2112018Assets 2019: $126,474Liabilities 2019: $7,210Net Assets 2019: $119,2642019Assets 2020: $134,831Liabilities 2020: $8,188Net Assets 2020: $126,6432020Assets 2021: $126,458Liabilities 2021: $4,314Net Assets 2021: $122,1442021Assets 2022: $135,717Liabilities 2022: $3,889Net Assets 2022: $131,8282022Assets 2023: $104,685Liabilities 2023: $3,3472023Assets 2024: $91,610Liabilities 2024: $6372024

Highlighted filing

2012

Assets$107,574
Liabilities$0
Net Assets$107,574

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $84,204Expenses 2011: $70,881Net Income 2011: $13,3232011Revenue 2012: $67,293Expenses 2012: $54,973Net Income 2012: $12,3202012Revenue 2012: $67,293Expenses 2012: $54,973Net Income 2012: $12,3202012Revenue 2013: $67,853Expenses 2013: $66,672Net Income 2013: $1,1812013Revenue 2014: $67,161Expenses 2014: $71,449Net Income 2014: -$4,2882014Revenue 2015: $121,863Expenses 2015: $114,885Net Income 2015: $6,9782015Revenue 2016: $94,735Expenses 2016: $125,433Net Income 2016: -$30,6982016Revenue 2017: $93,242Expenses 2017: $69,018Net Income 2017: $24,2242017Revenue 2018: $77,469Expenses 2018: $81,091Net Income 2018: -$3,6222018Revenue 2019: $82,051Expenses 2019: $76,998Net Income 2019: $5,0532019Revenue 2020: $80,784Expenses 2020: $73,405Net Income 2020: $7,3792020Revenue 2021: $12,189Expenses 2021: $16,688Net Income 2021: -$4,4992021Revenue 2022: $74,497Expenses 2022: $64,813Net Income 2022: $9,6842022Revenue 2023: $76,515Expenses 2023: $107,005Net Income 2023: -$30,4902023Revenue 2024: $90,497Expenses 2024: $100,862Net Income 2024: -$10,3652024

Highlighted filing

2012

Revenue$67,293
Expenses$54,973
Net Income$12,320
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Feb 14, 2013
Return Version
2011v1.2
Mission and Program Overview

Mission

To support the mission and educational activities of heatherwood elementary school.

Filing and Contact Details

Filer

EIN
84-1511711
Raw XML Appendix245 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/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
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IRS990EZ/CashSavingsAndInvestments/EOY081260
IRS990EZ/ContributionsGiftsGrantsEtc053088
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear012320
IRS990EZ/FiledScheduleA01
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IRS990EZ/ForeignOffice00
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IRS990EZ/GrossReceipts0110764
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IRS990EZ/LandAndBuildings/EOY016188
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY095254
IRS990EZ/NetAssetsOrFundBalancesBOY095254
IRS990EZ/NetAssetsOrFundBalances/EOY0107574
IRS990EZ/NetAssetsOrFundBalancesEOY0107574
IRS990EZ/OccupancyRentUtilitiesAndMaint03330
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine107750 CONCORD DR
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition03.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition13.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition53.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition63.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition73.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0WENDI HILL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1CHRISSY SCHWAB
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ELIZABETH ALLEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3LAWRENCE OROBONA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4HEATHER GOTTLIEB
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5JENNIFER HOPPERT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6LORI MERAGER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7JENNY WOOD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4FUNDRAISING COORDINATOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5VOLUNTEER COORDINATOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7SERVICE PROGRAMS/SCHOOL SUPPORT
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY011753
IRS990EZ/OtherAssetsTotal/EOY010126
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal051643
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO SUPPORT THE MISSION AND EDUCATIONAL ACTIVITIES OF HEATHERWOOD ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0THE PTO PROVIDES FUNDING TO THE TEACHERS OF HEATHERWOOD ELEMENTARY AND TO THE SCHOOL TO SUPPORT CLASSROOM AND AFTER SCHOOL PROGRAMS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1THE PTO SUPPORTS THE FUNDING AT HEATHERWOOD ELEMENTARY FOR ENRICHMENT PROGRAMS INCLUDING TRAINING FOR TEACHERS AND VOLUNTEERS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2THE PTO SUPPORTS THE FUNDING OF PARAPROFESSIONALS AT THE SCHOOL TO SUPPORT CLASSROOM ACTIVITIES.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations10
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations20
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses014351
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses16942
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses228839
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses043471
IRS990EZ/SpecialEventsNetIncomeLoss014165
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine107750 CONCORD DR
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0BOULDER
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CO
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode080301
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10CHRISSY SCHWAB
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03035272895
IRS990EZ/TotalAssets/BOY095254
IRS990EZ/TotalAssets/EOY0107574
IRS990EZ/TotalExpenses054973
IRS990EZ/TotalProgramServiceExpenses050132
IRS990EZ/TotalRevenue067293
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear053088
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year053448
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years051676
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years060881
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years051127
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0270220
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear040
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year0109
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years0248
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0799
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years01627
IRS990ScheduleA/GrossInvestmentIncome509/Total02823
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear057636
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year075770
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years0110258
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years0175948
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years0198825
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0618437
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear040
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year0109
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0248
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0799
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years01627
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total02823
IRS990ScheduleA/InvestmentIncomePercentage00.00320
IRS990ScheduleA/PriorYearSupportPercentage00.99620
IRS990ScheduleA/PriorYrInvestIncomePercentage00.00380
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99680
IRS990ScheduleA/PublicSupportTotal5090888657
IRS990ScheduleA/SupportFromDQPsEtc/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear0110724
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year0129218
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years0161934
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years0236829
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years0249952
IRS990ScheduleA/Total509/Total0888657
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear0110764
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year0129327
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years0162182
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years0237628
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years0251579
IRS990ScheduleA/TotalSupportTotal/Total0891480
IRS990ScheduleO/GeneralExplanation/Explanation01ST BANK 40..
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: DEPRECIATION. AMOUNT: 3,330.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: ADMINISTRATIVE. AMOUNT: 1,511. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 14,351. DESCRIPTION: CONFERENCES & MEETINGS. AMOUNT: 6,942. DESCRIPTION: CONTRACT SERVICES. AMOUNT: 28,839. TOTAL TO FORM 990-EZ, LINE 16: 51,643.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: INVENTORIES. BEG. OF YEAR AMOUNT: 8,352. END OF YEAR AMOUNT: 7,495. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 3,401. END OF YEAR AMOUNT: 2,631.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1OCCUPANCY, RENT, UTILITIES AND MAINTENENCE
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0841511711
ReturnHeader/Filer/Name/BusinessNameLine10HEATHERWOOD PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/NameControl0HEAT
ReturnHeader/Filer/Phone03035819227
ReturnHeader/Filer/USAddress/AddressLine107750 CONCORD DRIVE
ReturnHeader/Filer/USAddress/City0BOULDER
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080301
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-02-14
ReturnHeader/Officer/Name0CHRISSY SCHWAB
ReturnHeader/Officer/Phone03035272895
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/EIN0593778413
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10R WAIDLER & ASSOCIATES PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103005 CENTER GREEN DRIVE SUITE 215
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BOULDER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode080301
ReturnHeader/Preparer/Name0RICK WAIDLER
ReturnHeader/Preparer/Phone03034426800
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-02-15T10:21:30-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$0.92$0.01$0.90$1.01$0.10
2023Summary only. Only limited summary data is available for this year.$1.05$0.03$0.77$1.07$0.30
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.04$1.32$0.74$0.65$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.04$1.22$0.12$0.17$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.08$1.27$0.81$0.73$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.07$1.19$0.82$0.77$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.07$1.14$0.77$0.81$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.07$1.18$0.93$0.69$0.24
2016Summary only. Only limited summary data is available for this year.$1.01$0.08$0.95$1.25$0.31
2015Summary only. Only limited summary data is available for this year.$1.30$0.06$1.22$1.15$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.67$0.71$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$0.68$0.67$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$0.67$0.55$0.12
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$0.67$0.55$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.84$0.71$0.13