Civic Intelligence

Heritage Elementary School PTA

EIN 90-1132519 • 501(c)3 • Tustin, CA

Profile

Educational/Charitable

15400 Lansdowne RoadTustin, CA 92782

heritageaviators.com

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

Score unavailable

No value available

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

Source year 2025

Net Margin

49th percentile

1.3%

Higher net margin than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

57th percentile

1.7%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

62nd percentile

8.3%

Faster revenue growth than 62% of similar nonprofits.

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

Assets

Up

$125,587

Up $2,129 (+1.7%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$125,587

No earlier filing loaded for comparison.

Revenue

Up

$163,964

Up $12,598 (+8.3%) from 2024

Expenses

Up

$161,835

Up $3,974 (+2.5%) from 2024

Net Income

Up

$2,129

Up $8,624 (+133%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2017: $23,222Liabilities 2017: $202017Assets 2018: $78,195Liabilities 2018: $02018Assets 2019: $64,375Net Assets 2019: $64,3752019Assets 2020: $111,973Liabilities 2020: $02020Assets 2021: $109,974Net Assets 2021: $109,9742021Assets 2022: $144,465Net Assets 2022: $144,4652022Assets 2023: $129,953Net Assets 2023: $129,9532023Assets 2024: $123,458Liabilities 2024: $02024Assets 2025: $125,587Net Assets 2025: $125,5872025

Highlighted filing

2025

Assets$125,587
Liabilities-
Net Assets$125,587

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2017: $39,921Expenses 2017: $16,719Net Income 2017: $23,2022017Revenue 2018: $93,283Expenses 2018: $38,290Net Income 2018: $54,9932018Revenue 2019: $87,647Expenses 2019: $101,467Net Income 2019: -$13,8202019Revenue 2020: $110,004Expenses 2020: $62,406Net Income 2020: $47,5982020Revenue 2021: $33,685Expenses 2021: $35,684Net Income 2021: -$1,9992021Revenue 2022: $127,787Expenses 2022: $93,296Net Income 2022: $34,4912022Revenue 2023: $126,400Expenses 2023: $140,912Net Income 2023: -$14,5122023Revenue 2024: $151,366Expenses 2024: $157,861Net Income 2024: -$6,4952024Revenue 2025: $163,964Expenses 2025: $161,835Net Income 2025: $2,1292025

Highlighted filing

2025

Revenue$163,964
Expenses$161,835
Net Income$2,129

Filings

Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$180,398
Mission and Program Overview

Mission

Educational/Charitable

Program Services

DescriptionGrantsExpenses
Performing Arts Program, Provides an exposure to the arts through participation and viewing the play Lion King for Heritage students grade TK-5. Total of 500 students.-$40,331
5th Grade Outdoor Science School Education Program, A 4-day program to explore and learn science through nature. A total of 100 5th grade students and staff attend.-$39,434
Physical Education Program, Provides outdoor and indoor physical activity for TK-5th grade Heritage Elementary School students, 500 students, one day per week during the 2022-2023 school year.-$20,433
Art Masters-$7,784
Field Trips-$6,752
Assembly Expense-$5,325
Classroom Supply Program-$3,902
5th Grade Promotion-$2,387
Hospitality-$2,009
John Yeiser Assemblies-$1,900
Imagination Machine Assemblies-$1,420
5th Grade CA Walk-Through-$1,185
Heritage Garden-$848
My Heritage Night-$531
Field Day Program-$448
Reflections Program-$406
Family Bingo Night-$214
Running Club Program--
Summer Reading Program--
Student Council Program--
Movie Night Program--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brandon LewisPresidentPT$0--
Joann CordieroVP ProgramsPT$0--
Jennifer NguyenVP Membership-$0--
Pia LewisVP FundraisingPT$0--
Tiffany BrownSecretary-$0--
Megan TerryTreasurerPT$0--
Tumy TranAuditor-$0--
Bryan NguyenParliamentarian-$0--
Jessica IrwinFinancial Secretary/TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-A-Thon$47,179-$6,941-
School Supply Kits$10,010$10,010$7,935$2,075
Total Events$74,523$22,015$32,951$-10,936
Filing and Contact Details

Filer

Filer Name
Heritage Elementary School PTA
EIN
90-1132519
Phone
7144302066
Address
15400 Lansdowne Road, Tustin, CA 92782

Signing Officer

Name
Jessica Irwin
Title
Treasurer
Signed
2023-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Jessica Irwin
Address
1741 Andrews Street, Tustin, CA 92780
Preparer
Jessica Irwin
Phone
8015890703
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $272

Other Expenses.1

Performing Arts Program $40331

Other Expenses.2

5th Grade Outdoor Education $39434

Other Expenses.3

Physical Education Funding $20433

Other Expenses.4

Art Masters Expense $7784

Other Expenses.5

Field Trips Expense $6752

Other Expenses.6

Assembly Expense $5325

Other Expenses.7

Classroom Supply Expense $3902

Other Expenses.8

PayPal Fees $3895

Other Expenses.9

5th Grade Promotion Expense $2387

Other Expenses.10

Hospitality Expense $2009

Other Expenses.11

Imagination Machine Expense $1420

Other Expenses.12

5th Grade CA Walk-Through $1185

Other Expenses.13

Heritage Garden Expense $848

Other Expenses.14

My Heritage Night Expense $530

Other Expenses.15

Field Day Expense $448

Other Expenses.16

Reflections Program Expense $406

Other Expenses.17

Square Credit Card Fees $326

Other Expenses.18

Accounting Software $289

Other Expenses.19

Family Bingo Night Expense $214

Other Expenses.20

Innovation Lab Expense $200

Other Expenses.22

Bank Charges $127

Other Expenses.23

Tax Preparer Expense $116

Other Expenses.24

Charitable Trust Setup $75

Other Expenses.25

Coordinating Council Dues $60

Other Expenses.26

Council Workshops Expense $60

Other Expenses.27

Storage Expense $49

Raw XML Appendix294 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jessica Irwin
IRS990EZ/BooksInCareOfDetail/PhoneNum07144302066
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015400 Lansdowne Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tustin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0927820222
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0144465
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0129953
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt064056
IRS990EZ/CostOfGoodsSoldAmt015090
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14512
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01900
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0144465
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0129953
IRS990EZ/FundraisingGrossIncomeAmt026824
IRS990EZ/GamingGrossIncomeAmt0380
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-11875
IRS990EZ/GrossReceiptsAmt0180398
IRS990EZ/GrossSalesOfInventoryAmt03215
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02059
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0144465
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0129953
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0144465
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0129953
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt810.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brandon Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joann Cordiero
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Nguyen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Pia Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tiffany Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Megan Terry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Tumy Tran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Bryan Nguyen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Jessica Irwin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Financial Secretary/Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0138877
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational/Charitable
IRS990EZ/PrintingPublicationsPostageAmt0135
IRS990EZ/ProgramServiceRevenueAmt083864
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Physical Education Program, Provides outdoor and indoor physical activity for TK-5th grade Heritage Elementary School students, 500 students, one day per week during the 2022-2023 school year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt15th Grade CA Walk-Through
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Field Trips
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Hospitality
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt45th Grade Promotion
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5Running Club Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6Summer Reading Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt7Performing Arts Program, Provides an exposure to the arts through participation and viewing the play Lion King for Heritage students grade TK-5. Total of 500 students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt8Classroom Supply Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt9Student Council Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt10Art Masters
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt11Reflections Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt12Movie Night Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt13John Yeiser Assemblies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt14Imagination Machine Assemblies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt15Field Day Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt165th Grade Outdoor Science School Education Program, A 4-day program to explore and learn science through nature. A total of 100 5th grade students and staff attend.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt17Assembly Expense
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt18Family Bingo Night
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt19Heritage Garden
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt20My Heritage Night
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020433
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11185
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26752
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32009
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt42387
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt540331
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt63902
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt77784
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt8406
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt91900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt101420
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11448
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1239434
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt135325
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14214
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15848
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16531
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt038908
IRS990EZ/SpecialEventsNetIncomeLossAmt0-11704
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0140912
IRS990EZ/TotalProgramServiceExpensesAmt0135309
IRS990EZ/TotalRevenueAmt0126400
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0heritageaviators.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt067713
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046352
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt086875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt054743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0263905
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03215
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011045
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06735
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt011024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt055281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt087300
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0168961
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt080367
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt04526
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt035895
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt010978
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0300727
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0651932
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0180398
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0159125
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057613
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0133794
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0121002
IRS990ScheduleA/Total509Grp/TotalAmt0651932
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0180398
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0159125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057613
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0133794
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0121002
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0651932
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt052508
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt047179
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt05329
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032951
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0School Supply Kits
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047179
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017334
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074523
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022015
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-10936
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt018075
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032951
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06941
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07935
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Performing Arts Program $40331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25th Grade Outdoor Education $39434
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Physical Education Funding $20433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Art Masters Expense $7784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Field Trips Expense $6752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Assembly Expense $5325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Classroom Supply Expense $3902
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PayPal Fees $3895
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt95th Grade Promotion Expense $2387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Hospitality Expense $2009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Imagination Machine Expense $1420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt125th Grade CA Walk-Through $1185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Heritage Garden Expense $848
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14My Heritage Night Expense $530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Field Day Expense $448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Reflections Program Expense $406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Square Credit Card Fees $326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Accounting Software $289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Family Bingo Night Expense $214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Innovation Lab Expense $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Bank Charges $127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Tax Preparer Expense $116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Charitable Trust Setup $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Coordinating Council Dues $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Council Workshops Expense $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Storage Expense $49
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.27
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jessica Irwin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heritage Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0901132519
ReturnHeader/Filer/PhoneNum07144302066
ReturnHeader/Filer/USAddress/AddressLine1Txt015400 Lansdowne Road
ReturnHeader/Filer/USAddress/CityNm0Tustin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092782
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jessica Irwin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01741 Andrews Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092780
ReturnHeader/PreparerPersonGrp/PhoneNum08015890703
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jessica Irwin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-06T16:18:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jessica
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Irwin
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.