Civic Intelligence

Heather Elementary School PTA

990EZ • Fiscal year 2018 • EIN 94-6172341

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 30, 2018

2757 Melendy DriveSan Carlos, CA 94070

(650) 508-7303

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

75th percentile

24%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

53rd percentile

3.0%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$48,915

Up $9,542 (+24%) from 2017

Net Assets

Up

$48,915

Up $9,542 (+24%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$67,163

Up $1,948 (+3.0%) from 2017

Expenses

Down

$57,621

Down $6,169 (-9.7%) from 2017

Net Income

Up

$9,542

Up $8,117 (+570%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $32,345Liabilities 2011: $02011Assets 2012: $66,531Liabilities 2012: $02012Assets 2013: $73,716Liabilities 2013: $02013Assets 2014: $84,221Net Assets 2014: $84,2212014Assets 2015: $88,178Net Assets 2015: $88,1782015Assets 2016: $37,948Net Assets 2016: $37,9482016Assets 2017: $39,373Liabilities 2017: $0Net Assets 2017: $39,3732017Assets 2018: $48,915Liabilities 2018: $0Net Assets 2018: $48,9152018Assets 2019: $48,221Liabilities 2019: $0Net Assets 2019: $48,2212019Assets 2020: $76,390Liabilities 2020: $0Net Assets 2020: $76,3902020Assets 2021: $75,049Net Assets 2021: $75,0492021Assets 2022: $53,967Net Assets 2022: $53,9672022Assets 2023: $72,036Net Assets 2023: $72,0362023Assets 2024: $72,101Liabilities 2024: $2,499Net Assets 2024: $69,6022024Assets 2025: $48,584Net Assets 2025: $48,5842025

Highlighted filing

2018

Assets$48,915
Liabilities$0
Net Assets$48,915

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $75,658Expenses 2011: $115,780Net Income 2011: -$40,1222011Revenue 2012: $78,524Expenses 2012: $44,338Net Income 2012: $34,1862012Revenue 2013: $63,337Expenses 2013: $56,152Net Income 2013: $7,1852013Revenue 2014: $75,022Expenses 2014: $71,684Net Income 2014: $3,3382014Revenue 2015: $65,584Expenses 2015: $61,627Net Income 2015: $3,9572015Revenue 2016: $69,690Expenses 2016: $118,436Net Income 2016: -$48,7462016Revenue 2017: $65,215Expenses 2017: $63,790Net Income 2017: $1,4252017Revenue 2018: $67,163Expenses 2018: $57,621Net Income 2018: $9,5422018Revenue 2019: $63,208Expenses 2019: $63,902Net Income 2019: -$6942019Revenue 2020: $65,971Expenses 2020: $37,802Net Income 2020: $28,1692020Revenue 2021: $19,775Expenses 2021: $21,116Net Income 2021: -$1,3412021Revenue 2022: $16,546Expenses 2022: $41,254Net Income 2022: -$24,7082022Revenue 2023: $66,011Expenses 2023: $45,216Net Income 2023: $20,7952023Revenue 2024: $56,872Expenses 2024: $53,191Net Income 2024: $3,6812024Revenue 2025: $58,980Expenses 2025: $79,997Net Income 2025: -$21,0172025

Highlighted filing

2018

Revenue$67,163
Expenses$57,621
Net Income$9,542
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 30, 2018
Return Version
2017v2.2
Gross Receipts
$81,281
Mission and Program Overview

Mission

ParentTeacher Assoc for Heather Elem Sch

Program Services

DescriptionGrantsExpenses
Student programs and resources support for Art in Action Artist in Residence assemblies events school beautification library resources and other educational programs-$47,440
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Corbie KiernanPresident-$0--
Meredith ParkExecutive Vice President-$0--
Michele LagoTreasurer-$0--
Velvet SnowSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk A Thon$58,762$58,762$4,120$54,642
Misc Events$7,751$7,751$1,759$5,992
Total Events$66,513$66,513$5,879$60,634
Filing and Contact Details

Filer

Filer Name
Heather Elementary School PTA
EIN
94-6172341
Address
2757 Melendy Drive, San Carlos, CA 94070

Signing Officer

Name
Corbie Kiernan
Title
President
Phone
6505087303
Signed
2018-10-30
Discuss with paid preparer
Yes

Preparer

Firm
C L Lott and Associates
Address
P O Box 635, Penn Valley, CA 95946
Preparer
Kathryn Williamson
Phone
4082645680
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountStudent programs 37,561PTA Sponsored Programs 18,532Bank Service charges 104Merchant fees 636Tax and Filing fees 440Officer Supplies 69Insurance 279

Raw XML Appendix187 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Meredith Park
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt057621
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ParentTeacher Assoc for Heather Elem Sch
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student programs and resources support for Art in Action Artist in Residence assemblies events school beautification library resources and other educational programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047440
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05879
IRS990EZ/SpecialEventsNetIncomeLossAmt060634
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt058762
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04120
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountStudent programs 37,561PTA Sponsored Programs 18,532Bank Service charges 104Merchant fees 636Tax and Filing fees 440Officer Supplies 69Insurance 279
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06505087303
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heather Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0HEAT
ReturnHeader/Filer/EIN0946172341
ReturnHeader/Filer/USAddress/AddressLine1Txt02757 Melendy Drive
ReturnHeader/Filer/USAddress/CityNm0San Carlos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094070
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ReturnHeader/FilingSecurityInformation/IPTm005:59:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770250283
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C L Lott and Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 635
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ReturnHeader/ReturnTs02018-10-30T23:43:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.59$0.80$0.21
2024Detailed filing. Detailed filing data is available for this year.$0.72$0.02$0.70$0.57$0.53$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.66$0.45$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.17$0.41$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.20$0.21$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.66$0.38$0.28
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.63$0.64$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.67$0.58$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.65$0.64$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.70$1.18$0.49
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.66$0.62$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.75$0.72$0.03
2013Summary only. Only limited summary data is available for this year.$0.74$0.00$0.63$0.56$0.07
2012Summary only. Only limited summary data is available for this year.$0.67$0.00$0.79$0.44$0.34
2011Summary only. Only limited summary data is available for this year.$0.32$0.00$0.76$1.16$0.40