Liabilities / Assets
73rd percentile
Higher debt load relative to assets than 73% of similar nonprofits.
Heatherwood Parent Teacher Organization
990EZ • Fiscal year 2017 • EIN 84-1511711
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.05x
Liabilities / Revenue
80th percentile
Higher debt load relative to revenue than 80% of similar nonprofits.
Net Margin
81st percentile
Higher net margin than 81% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
74th percentile
Faster asset growth than 74% of similar nonprofits.
Revenue Growth
45th percentile
Faster revenue growth than 45% of similar nonprofits.
Balance Sheet
Assets
Up$124,558
Up $23,072 (+23%) from 2016
Net Assets
$117,831
No earlier filing loaded for comparison.
Liabilities
Down$6,727
Down $1,152 (-15%) from 2016
Revenue And Expenses
Revenue
Down$93,242
Down $1,493 (-1.6%) from 2016
Expenses
Down$69,018
Down $56,415 (-45%) from 2016
Net Income
Up$24,224
Up $54,922 (+179%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- Nov 16, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $93,242
Mission and Program Overview
Mission
To support the mission and educational activities of heatherwood elementary school.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE PTO SUPPORTS THE FUNDING OF PARAPROFESSIONALS AT THE SCHOOL TO SUPPORT CLASSROOM ACTIVITIES. | - | $48,450 |
| THE PTO PROVIDES FUNDING TO THE TEACHERS OF HEATHERWOOD ELEMENTARY AND TO THE SCHOOL TO SUPPORT CLASSROOM AND AFTER SCHOOL PROGRAMS. | - | $9,930 |
| THE PTO PROVIDES THE FUNDING AT HEATHERWOOD ELEMANTARY FOR ENRICHMENT PROGRAMS INCLUDING TRAINING FOR TEACHERS AND VOLUNTEERS. | - | $5,588 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BERT PROSPERO | President | - | $0 | - | - |
| STEPHANIE ROUSSARD | Vice Preside | - | $0 | - | - |
| CHARLENE HOFFMAN | Treasurer | - | $0 | - | - |
| EIRIT YONATAN | Secretary | - | $0 | - | - |
| NANCY SENUICK | Volunteer Co | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Heart of Heathe | $74,407 | $74,407 | - | $74,407 |
| Sosimple Fundra | $17,194 | $17,194 | - | $17,194 |
| Total Events | $91,601 | $91,601 | - | $91,601 |
Filing and Contact Details
Filer
- Filer Name
- Heatherwood Pto
- EIN
- 84-1511711
- Phone
- 3035819227
- Address
- 7750 CONCORD DRIVE, BOULDER, CO 80301
Signing Officer
- Name
- Charlene Hoffman
- Title
- Treasurer
- Phone
- 3035819227
- Signed
- 2017-11-16
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Lahr CPA Pc
- Address
- 4878 FAIRLAWN CIR, BOULDER, CO 80301-4127
- Preparer
- Marianne Lahr
- Phone
- 3038177458
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses communications expense 298 admin expense 1,227 contract services - paras 48,450 classroom support 9,930 fundraising & commty ext 965 enrichment 5,588 non-investment depreciation 2,560 total 69,018”
Form 990-ez, Part II, Line 24
“23,714 23,714 less accumulated depreciation 17,767 20,327 inventories for sale or use 649 650 fixed assets 0 0 total 6,596 4,037”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 850 0 holding accounts 7,029 6,727”
Form 990-ez, Part III
“To support the mission and educational activities of heatherwood elementary school.”
Raw XML Appendix164 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | LAHR CPA PC |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3038177458 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4878 FAIRLAWN CIRCLE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BOULDER |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CO |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 80301 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 94890 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 120521 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1623 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 24224 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 101486 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 124558 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 91601 |
| IRS990EZ/GrossReceiptsAmt | 0 | 93242 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 18 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 93607 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 117831 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 93607 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 117831 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| 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/PersonNm | 0 | BERT PROSPERO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | STEPHANIE ROUSSARD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | CHARLENE HOFFMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | EIRIT YONATAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | NANCY SENUICK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VOLUNTEER CO |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 6596 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 4037 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 69018 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO SUPPORT THE MISSION AND EDUCATIONAL ACTIVITIES OF HEATHERWOOD ELEMENTARY SCHOOL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE PTO PROVIDES FUNDING TO THE TEACHERS OF HEATHERWOOD ELEMENTARY AND TO THE SCHOOL TO SUPPORT CLASSROOM AND AFTER SCHOOL PROGRAMS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | THE PTO PROVIDES THE FUNDING AT HEATHERWOOD ELEMANTARY FOR ENRICHMENT PROGRAMS INCLUDING TRAINING FOR TEACHERS AND VOLUNTEERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | THE PTO SUPPORTS THE FUNDING OF PARAPROFESSIONALS AT THE SCHOOL TO SUPPORT CLASSROOM ACTIVITIES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 9930 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 5588 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 48450 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 91601 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 7879 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 6727 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 69018 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 63968 |
| IRS990EZ/TotalRevenueAmt | 0 | 93242 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationOtherDesc | 0 | ORGANIZATION |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 1623 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1570 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2623 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5452 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 59639 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 70907 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 91619 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 93165 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 119240 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 66162 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 370186 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 441093 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 93242 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 94735 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 121863 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 71614 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 59639 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 441093 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 93242 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 94735 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 121863 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 71614 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 59639 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 441093 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | HEART OF HEATHE |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | SOSIMPLE FUNDRA |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 74407 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 17194 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 91601 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 74407 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 17194 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 91601 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 91601 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES COMMUNICATIONS EXPENSE 298 ADMIN EXPENSE 1,227 CONTRACT SERVICES - PARAS 48,450 CLASSROOM SUPPORT 9,930 FUNDRAISING & COMMTY EXT 965 ENRICHMENT 5,588 NON-INVESTMENT DEPRECIATION 2,560 TOTAL 69,018 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 23,714 23,714 LESS ACCUMULATED DEPRECIATION 17,767 20,327 INVENTORIES FOR SALE OR USE 649 650 FIXED ASSETS 0 0 TOTAL 6,596 4,037 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 850 0 HOLDING ACCOUNTS 7,029 6,727 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TO SUPPORT THE MISSION AND EDUCATIONAL ACTIVITIES OF HEATHERWOOD ELEMENTARY SCHOOL. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CHARLENE HOFFMAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3035819227 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-11-16 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HEATHERWOOD PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HEAT |
| ReturnHeader/Filer/EIN | 0 | 841511711 |
| ReturnHeader/Filer/PhoneNum | 0 | 3035819227 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 7750 CONCORD DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BOULDER |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 80301 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 53D458C82320E5CA4BCA37F288A6CEEB15A0A3C7 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | CDAA69C8E48286D7E8E77F86895B9B0F57C8F28A |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 474293558 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | LAHR CPA PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4878 FAIRLAWN CIR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BOULDER |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 803014127 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3038177458 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-11-17 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MARIANNE LAHR |
| ReturnHeader/ReturnTs | 0 | 2017-11-17T09:33:19-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $124,558
- Liabilities
- $6,727
- Net assets
- $117,831
- Revenue
- $93,242
- Expenses
- $69,018
- Net income
- $24,224