Liabilities / Assets
73rd percentile
Higher debt load relative to assets than 73% of similar nonprofits.
990EZ • Fiscal year 2023 • EIN 84-1511711
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
73rd percentile
Higher debt load relative to assets than 73% of similar nonprofits.
Liabilities / Revenue
77th percentile
Higher debt load relative to revenue than 77% of similar nonprofits.
Net Margin
12th percentile
Higher net margin than 12% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
21st percentile
Faster asset growth than 21% of similar nonprofits.
Revenue Growth
48th percentile
Faster revenue growth than 48% of similar nonprofits.
Assets
Flat$104,685
Flat from 2023
Net Assets
$101,338
No earlier filing loaded for comparison.
Liabilities
Flat$3,347
Flat from 2023
Revenue
Flat$76,515
Flat from 2023
Expenses
Flat$107,005
Flat from 2023
Net Income
Flat-$30,490
Flat from 2023
To support the mission and educational activities of heatherwood elementary school.
| Description | Grants | Expenses |
|---|---|---|
| THE PTO PROVIDES FUNDING TO THE TEACHERS OF HEATHERWOOD ELEMENTARY AND TO THE SCHOOL TO SUPPORT CLASSROOM AND AFTER SCHOOL PROGRAMS. | - | $38,936 |
| THE PTO PROVIDES THE FUNDING AT HEATHERWOOD ELEMANTARY FOR ENRICHMENT PROGRAMS INCLUDING TRAINING FOR TEACHERS AND VOLUNTEERS. | - | $38,069 |
| THE PTO SUPPORTS THE FUNDING OF PARAPROFESSIONALS AT THE SCHOOL TO SUPPORT CLASSROOM ACTIVITIES. | - | $30,000 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JULIA HANKE | Treasurer | PT | $0 | - | - |
| MARLYS LIETZ | Secretary | - | $0 | - | - |
| MARA OLESON | President - | PT | $0 | - | - |
| NATALIE ENGELBRECHT | President - | PT | $0 | - | - |
| LEIGHA BURMASTER | Boosterathon | PT | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Heart of Heathe | $63,366 | $63,366 | - | $63,366 |
| Sosimple Fundra | $11,426 | $11,426 | - | $11,426 |
| Total Events | $74,792 | $74,792 | - | $74,792 |
“Expenses communications expense 500 admin expense 779 contract services - paras 30,000 classroom support 38,936 fundraising & commty exp 27,095 enrichment 9,695 total 107,005”
“23,714 23,714 less accumulated depreciation 23,714 23,714 inventories for sale or use 650 1,598 total 650 1,598”
“Holding accounts 3,889 3,347”
“To support the mission and educational activities of heatherwood elementary school.”
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 | 135067 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 103087 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1633 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -30490 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 135717 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 104685 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 74792 |
| IRS990EZ/GrossReceiptsAmt | 0 | 76515 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 90 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 131828 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 101338 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 131828 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 101338 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 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/PersonNm | 0 | JULIA HANKE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MARLYS LIETZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MARA OLESON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | NATALIE ENGELBRECHT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | LEIGHA BURMASTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT - |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PRESIDENT - |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | BOOSTERATHON |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 650 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1598 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 107005 |
| 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 | 38936 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 38069 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 30000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 74792 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 3889 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 3347 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 107005 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 107005 |
| IRS990EZ/TotalRevenueAmt | 0 | 76515 |
| 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 | 1633 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 631 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 360 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 220 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 565 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 3409 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 74882 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 73866 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 11829 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 80564 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 81486 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 322627 |
| 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 | 326036 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 76515 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 74497 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 12189 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 80784 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 82051 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 326036 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 76515 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 74497 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 12189 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 80784 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 82051 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 326036 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | HEART OF HEATHE |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | SOSIMPLE FUNDRA |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 63366 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 11426 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 74792 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 63366 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 11426 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 74792 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 74792 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES COMMUNICATIONS EXPENSE 500 ADMIN EXPENSE 779 CONTRACT SERVICES - PARAS 30,000 CLASSROOM SUPPORT 38,936 FUNDRAISING & COMMTY EXP 27,095 ENRICHMENT 9,695 TOTAL 107,005 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 23,714 23,714 LESS ACCUMULATED DEPRECIATION 23,714 23,714 INVENTORIES FOR SALE OR USE 650 1,598 TOTAL 650 1,598 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | HOLDING ACCOUNTS 3,889 3,347 |
| 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 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JULIA HANKE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3035819227 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-10-18 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HEATHERWOOD PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HEAT |
| ReturnHeader/Filer/EIN | 0 | 841511711 |
| ReturnHeader/Filer/PhoneNum | 0 | 7205616900 |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| 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 | 2023-10-18 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MARIANNE LAHR |
| ReturnHeader/ReturnTs | 0 | 2023-10-25T15:16:02-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | LESLEE |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | KOELEMAY |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.