Civic Intelligence

Heather Elementary School PTA

990EZ • Fiscal year 2022 • EIN 94-6172341

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 28, 2022

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

5th percentile

-149%

Higher net margin than 5% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

17th percentile

-28%

Faster asset growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

26th percentile

-16%

Faster revenue growth than 26% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$53,967

Down $21,082 (-28%) from 2021

Net Assets

Down

$53,967

Down $21,082 (-28%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$16,546

Down $3,229 (-16%) from 2021

Expenses

Up

$41,254

Up $20,138 (+95%) from 2021

Net Income

Down

-$24,708

Down $23,367 (-1743%) from 2021

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

2022

Assets$53,967
Liabilities-
Net Assets$53,967

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

2022

Revenue$16,546
Expenses$41,254
Net Income-$24,708
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 28, 2022
Return Version
2021v4.0
Gross Receipts
$21,043
Mission and Program Overview

Mission

Parent-Teacher Association for Heather Elementary School

Heather school pta manages and funds events and programs throughout the school year to enhance children/students educational experience and foster a sense of community in a circle of families.

Program Services

DescriptionGrantsExpenses
PARTNERSHIP WITH SAN CARLOS EDUCATION FOUNDATION (SCEF), HEATHER PTA OFFERS GRANTS TO SUPPORT ART, LIBRARY AND MUSIC PROGRAMS, TEACHER AND CLASSROOM DISTANCE LEARNING TOOLS, FUNDS TO BEAUTIFY SCHOOL CAMPUS AND SPECIIFC SITE NEEDS.-$18,791
DONATIONS FROM FUNDRAISING EVENTS AND SPONSORSHIPS ENABLE HEATHER SCHOOL PTA TO SUPPORT ACTIVITIES SUCH AS ARTIST IN RESIDENCE PROGRAM, SCHOOL ASSEMBLIES, ENRICHMENT PROGRMS.-$18,672
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CORBIE KIERNANPresidentPT$0--
JACLYN TURNEREvpPT$0--
JULIANNA SOCKOLSecretaryPT$0--
KYLENE SHENVP MembershiPT$0--
TOM SARICTreasurer, FPT$0--
Filing and Contact Details

Filer

Filer Name
Heather Elementary School Pta
EIN
94-6172341
Phone
6505087303
Address
2757 MELENDY DRIVE, SAN CARLOS, CA 94070

Signing Officer

Name
Corbie Kiernan
Title
President
Phone
6505087303
Signed
2022-10-28

Preparer

Firm
Clayton Patterson Ea
Address
433 AIRPORT BLVD SUITE 307, BURLINGAME, CA 94010-2010
Preparer
Clayton Patterson
Phone
6505916797
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bank charges 31 merchant fees 99 supplies/training exp 759 artist in residence 2,450 healthy cities tutoring 2,500 art in action 3,421 classroom fund 10,301 health & wellness 153 parent information 332 movie night 462 yearbook expense 469 story night 875 scef co-sponsorship 1,175 advocacy 1,249 special events 1,378 pta membership pass-thru 2,289 hospitality 2,374 teacher/school support 4,716 book fairs 5,761 total 40,794

Form 990-ez, Part I, Line 20

Adjust for reclassification 3,626

Form 990-ez, Part II, Line 24

Inventories for sale or use 0 2,243 total 0 2,243

Form 990-ez, Part III

Heather school pta manages and funds events and programs throughout the school year to enhance children/students educational experience and foster a sense of community in a circle of families.

Form 990-ez, Part III, Line 29

Partnership with san carlos education foundation (scef), heather pta offers grants to support art, library and music programs, teacher and classroom distance learning tools, funds to beautify school campus and speciifc site needs.

Raw XML Appendix173 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/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0HEATHER ELEMENTARY SCHOOL
IRS990EZ/BooksInCareOfDetail/PhoneNum06505087303
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02757 MELENDY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt02757 MELENDY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN CARLOS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CORBIE KIERNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACLYN TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIANNA SOCKOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KYLENE SHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TOM SARIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EVP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER, F
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02243
IRS990EZ/OtherChangesInNetAssetsAmt03626
IRS990EZ/OtherExpensesTotalAmt040794
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HEATHER SCHOOL PTA MANAGES AND FUNDS EVENTS AND PROGRAMS THROUGHOUT THE SCHOOL YEAR TO ENHANCE CHILDREN/STUDENTS EDUCATIONAL EXPERIENCE AND FOSTER A SENSE OF COMMUNITY IN A CIRCLE OF FAMILIES.
IRS990EZ/ProgramServiceRevenueAmt01525
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS FROM FUNDRAISING EVENTS AND SPONSORSHIPS ENABLE HEATHER SCHOOL PTA TO SUPPORT ACTIVITIES SUCH AS ARTIST IN RESIDENCE PROGRAM, SCHOOL ASSEMBLIES, ENRICHMENT PROGRMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PARTNERSHIP WITH SAN CARLOS EDUCATION FOUNDATION (SCEF), HEATHER PTA OFFERS GRANTS TO SUPPORT ART, LIBRARY AND MUSIC PROGRAMS, TEACHER AND CLASSROOM DISTANCE LEARNING TOOLS, FUNDS TO BEAUTIFY SCHOOL CAMPUS AND SPECIIFC SITE NEEDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018672
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 31 MERCHANT FEES 99 SUPPLIES/TRAINING EXP 759 ARTIST IN RESIDENCE 2,450 HEALTHY CITIES TUTORING 2,500 ART IN ACTION 3,421 CLASSROOM FUND 10,301 HEALTH & WELLNESS 153 PARENT INFORMATION 332 MOVIE NIGHT 462 YEARBOOK EXPENSE 469 STORY NIGHT 875 SCEF CO-SPONSORSHIP 1,175 ADVOCACY 1,249 SPECIAL EVENTS 1,378 PTA MEMBERSHIP PASS-THRU 2,289 HOSPITALITY 2,374 TEACHER/SCHOOL SUPPORT 4,716 BOOK FAIRS 5,761 TOTAL 40,794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADJUST FOR RECLASSIFICATION 3,626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 0 2,243 TOTAL 0 2,243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HEATHER SCHOOL PTA MANAGES AND FUNDS EVENTS AND PROGRAMS THROUGHOUT THE SCHOOL YEAR TO ENHANCE CHILDREN/STUDENTS EDUCATIONAL EXPERIENCE AND FOSTER A SENSE OF COMMUNITY IN A CIRCLE OF FAMILIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PARTNERSHIP WITH SAN CARLOS EDUCATION FOUNDATION (SCEF), HEATHER PTA OFFERS GRANTS TO SUPPORT ART, LIBRARY AND MUSIC PROGRAMS, TEACHER AND CLASSROOM DISTANCE LEARNING TOOLS, FUNDS TO BEAUTIFY SCHOOL CAMPUS AND SPECIIFC SITE NEEDS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CORBIE KIERNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06505087303
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEATHER ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0HEAT
ReturnHeader/Filer/EIN0946172341
ReturnHeader/Filer/PhoneNum06505087303
ReturnHeader/Filer/USAddress/AddressLine1Txt02757 MELENDY DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN CARLOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094070
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943413641
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLAYTON PATTERSON EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0433 AIRPORT BLVD SUITE 307
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGAME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0940102010
ReturnHeader/PreparerPersonGrp/PhoneNum06505916797
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLAYTON PATTERSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-07T16:10:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CORBIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KIERNAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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