Civic Intelligence

Heritage Elementary Parent Teacher Organization

EIN 91-2163801 • 501(c)3 • Chula Vista, CA

Profile

To support students, teachers and parents.

1450 Santa Lucia RoadChula Vista, CA 91913

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

31st percentile

-9.3%

Higher net margin than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

39th percentile

-10%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$43,815

Down $5,070 (-10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$43,815

Down $5,070 (-10%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin31st percentile

Revenue

Up

$54,250

Up $7,623 (+16%) from 2023

Expenses

Up

$59,320

Up $27,620 (+87%) from 2023

Net Income

Down

-$5,070

Down $19,997 (-134%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$60K$40K$20K$0Assets 2011: $41,133Liabilities 2011: $0Net Assets 2011: $41,1332011Assets 2012: $32,915Liabilities 2012: $0Net Assets 2012: $32,9152012Assets 2013: $19,672Liabilities 2013: $02013Assets 2014: $26,366Liabilities 2014: $0Net Assets 2014: $26,3662014Assets 2015: $22,399Liabilities 2015: $0Net Assets 2015: $22,3992015Assets 2016: $22,987Liabilities 2016: $0Net Assets 2016: $22,9872016Assets 2017: $9,857Liabilities 2017: $0Net Assets 2017: $9,8572017Assets 2018: $29,748Liabilities 2018: $0Net Assets 2018: $29,7482018Assets 2019: $15,159Liabilities 2019: $0Net Assets 2019: $15,1592019Assets 2020: $32,406Liabilities 2020: $0Net Assets 2020: $32,4062020Assets 2021: $19,962Liabilities 2021: $0Net Assets 2021: $19,9622021Assets 2022: $33,958Liabilities 2022: $0Net Assets 2022: $33,9582022Assets 2023: $48,885Liabilities 2023: $0Net Assets 2023: $48,8852023Assets 2024: $43,815Liabilities 2024: $0Net Assets 2024: $43,8152024

Highlighted filing

2024

Assets$43,815
Liabilities$0
Net Assets$43,815
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$100K$50K$0-$50KExpenses 2011: $47,1322011Expenses 2012: $88,5162012Revenue 2013: $67,317Expenses 2013: $80,560Net Income 2013: -$13,2432013Revenue 2014: $68,616Expenses 2014: $61,922Net Income 2014: $6,6942014Revenue 2015: $64,242Expenses 2015: $68,209Net Income 2015: -$3,9672015Revenue 2016: $80,190Expenses 2016: $79,602Net Income 2016: $5882016Revenue 2017: $54,756Expenses 2017: $67,886Net Income 2017: -$13,1302017Revenue 2018: $61,811Expenses 2018: $41,920Net Income 2018: $19,8912018Revenue 2019: $55,431Expenses 2019: $70,020Net Income 2019: -$14,5892019Revenue 2020: $45,141Expenses 2020: $27,894Net Income 2020: $17,2472020Revenue 2021: $8,005Expenses 2021: $20,449Net Income 2021: -$12,4442021Revenue 2022: $42,337Expenses 2022: $28,342Net Income 2022: $13,9952022Revenue 2023: $46,627Expenses 2023: $31,700Net Income 2023: $14,9272023Revenue 2024: $54,250Expenses 2024: $59,320Net Income 2024: -$5,0702024

Highlighted filing

2024

Revenue$54,250
Expenses$59,320
Net Income-$5,070
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,815
Liabilities
$0
Net assets
$43,815
Revenue
$54,250
Expenses
$59,320
Net income
-$5,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.8$0.00$43.8$54.3$59.3$5.07
2023Detailed filing. Detailed filing data is available for this year.$48.9$0.00$48.9$46.6$31.7$14.9
2022Detailed filing. Detailed filing data is available for this year.$34.0$0.00$34.0$42.3$28.3$14.0
2021Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$8.01$20.4$12.4
2020Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$45.1$27.9$17.2
2019Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$55.4$70.0$14.6
2018Detailed filing. Detailed filing data is available for this year.$29.7$0.00$29.7$61.8$41.9$19.9
2017Detailed filing. Detailed filing data is available for this year.$9.86$0.00$9.86$54.8$67.9$13.1
2016Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$80.2$79.6$0.59
2015Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$64.2$68.2$3.97
2014Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$68.6$61.9$6.69
2013Summary only. Only limited summary data is available for this year.$19.7$0.00$67.3$80.6$13.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.9$0.00$32.9$88.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.1$0.00$41.1$47.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 22, 2024
Return Version
2023v5.1
Gross Receipts
$105,272
Mission and Program Overview

Mission

To support students, teachers and parents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$48,885$43,815▼ $5,070
Rtn Earn Endowment Incm Other Fnds$48,885$43,815▼ $5,070
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$48,885$43,815▼ $5,070
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$48,885$43,815▼ $5,070
Total Liabilities and Net Assets / Fund Balance$48,885$43,815▼ $5,070

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$32,665$32,665
Buildings-$2,376$2,376
Other Land Buildings-$679$679
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Maria FongPresident
Irene NajeraVice President
Gilda FariasSecretary
Jacqueline RejonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,782
Program Service Revenue
$0
Investment Income
$15
Other Revenue
$41,453
Change in Net Assets
$-5,070
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$59,320
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Information Technology$38,566--$38,566
All Other Expenses$2,900--$2,900
Other Expenses$1,480--$1,480
Insurance$829--$829
Fees for Services Accounting$670--$670
Total Functional Expenses$59,320$0$0$59,320
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$92,475
Fundraising Direct Expenses$51,022
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$41,183$41,183$24,448$16,735
Fall Festival$15,018$15,018$4,384$10,634
Total Events$87,067$87,067$47,699$39,368
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“Available upon written request”

Filing and Contact Details

Filer

Filer Name
Heritage Elementary Parent Teacher
EIN
91-2163801
Phone
6194217080
Address
1450 SANTA LUCIA ROAD, CHULA VISTA, CA 91913

Signing Officer

Name
Jacqueline Rejon
Title
Treasurer
Signed
2024-10-22
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Hatfield Tax & Accounting Service Inc
Address
14115 Tobiasson Road, Poway, CA 92064
Preparer
Sharyn Hatfield
Phone
8587481138
Raw XML Appendix392 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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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt052565
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08385
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052894
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0238189
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015
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IRS990ScheduleA/InvestmentIncomeCYPct00.00020
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IRS990ScheduleA/PublicSupportPY509Pct00.99980
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062793
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060646
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt032665
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015018
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt030866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt087067
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041183
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt018867
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt047699
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024448
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04384
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/TotalAssetsEOYAmt043815
IRS990/TotalAssetsGrp/BOYAmt048885
IRS990/TotalAssetsGrp/EOYAmt043815
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt059320
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt048885
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt043815
IRS990/TotalProgramServiceExpensesAmt059320
IRS990/TotalProgramServiceRevenueAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt054250
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt048885
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt043815
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01450 SANTA LUCIA ROAD
IRS990/USAddress/CityNm0CHULA VISTA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091913
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELINE REJON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE ELEMENTARY PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0912163801
ReturnHeader/Filer/PhoneNum06194217080
ReturnHeader/Filer/USAddress/AddressLine1Txt01450 SANTA LUCIA ROAD
ReturnHeader/Filer/USAddress/CityNm0CHULA VISTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091913
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330936730
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hatfield Tax & Accounting Service Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014115 Tobiasson Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Poway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092064
ReturnHeader/PreparerPersonGrp/PhoneNum08587481138
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharyn Hatfield
ReturnHeader/ReturnTs02024-10-31T14:35:10-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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