Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2021 • EIN 94-6172341
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
27th percentile
Higher net margin than 27% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
37th percentile
Faster asset growth than 37% of similar nonprofits.
Revenue Growth
10th percentile
Faster revenue growth than 10% of similar nonprofits.
Assets
Down$75,049
Down $1,341 (-1.8%) from 2020
Net Assets
Down$75,049
Down $1,341 (-1.8%) from 2020
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Down$19,775
Down $46,196 (-70%) from 2020
Expenses
Down$21,116
Down $16,686 (-44%) from 2020
Net Income
Down-$1,341
Down $29,510 (-105%) from 2020
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.
| Description | Grants | Expenses |
|---|---|---|
| DONATIONS FROM FUNDRAISING EVENTS AND SPONSORSHIPS ENABLE HEATHER SCHOOL PTA TO SUPPORT ACTIVITIES SUCH AS ARTIST IN RESIDENCE PROGRAM, SCHOOL ASSEMBLIES, ENRICHMENT PROGRMS. | - | $11,021 |
| 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. | - | $9,179 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JACLYN TURNER | Evp | PT | $0 | - | - |
| JULIANNA SOCKOL | Secretary | PT | $0 | - | - |
| BERNICE O'CONNOR | Treasurer | PT | $0 | - | - |
| CORBIE KIERNAN | President | PT | $0 | - | - |
| TOM SARIC | Treasurer, F | - | $0 | - | - |
“Expenses merchant fees 29 supplies/training exp 179 insurance expense 258 classroom fund 8,804 assemblies expense 665 3rd grade party expense 1,042 supplies 510 distance learning accom 784 principals fund 881 hospitality 578 teacher/staff appreciatio 1,901 scef co-sponsorship 540 site funds 2,955 pta membership pass-thru 644 advocacy 896 total 20,666”
“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.”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | JACLYN TURNER |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | JULIANNA SOCKOL |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | BERNICE OCONNOR |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | CORBIE KIERNAN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 4 | TOM SARIC |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | HEATHER ELEMENTARY SCHOOL |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt | 0 | HEATHER ELEMENTARY SCHOOL |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6505087303 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2757 MELENDY DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt | 0 | 2757 MELENDY DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SAN CARLOS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94070 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 76390 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 75049 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 14246 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1341 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 450 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 76390 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 75049 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 5045 |
| IRS990EZ/GrossReceiptsAmt | 0 | 19775 |
| IRS990EZ/GroupExemptionNum | 0 | 0646 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 8 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 476 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 76390 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 75049 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 76390 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 75049 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| 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 | JACLYN TURNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JULIANNA SOCKOL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BERNICE O'CONNOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | CORBIE KIERNAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | TOM SARIC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | EVP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER, F |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 20666 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | DONATIONS FROM FUNDRAISING EVENTS AND SPONSORSHIPS ENABLE HEATHER SCHOOL PTA TO SUPPORT ACTIVITIES SUCH AS ARTIST IN RESIDENCE PROGRAM, SCHOOL ASSEMBLIES, ENRICHMENT PROGRMS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 11021 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 9179 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 5045 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 21116 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 20200 |
| IRS990EZ/TotalRevenueAmt | 0 | 19775 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTPS://HEATHER.SCSDK8.ORG |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 14246 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 707 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 821 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 848 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2276 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 18898 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 8 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 36 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 37 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 40 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 41 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 162 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 5521 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 73345 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 77227 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 80393 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 80570 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 317056 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 8 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 36 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 37 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 40 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 41 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 162 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99950 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99950 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 335954 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 19767 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 74052 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 78048 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 81241 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 82846 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 335954 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 19775 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 74088 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 78085 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 81281 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 82887 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 336116 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES MERCHANT FEES 29 SUPPLIES/TRAINING EXP 179 INSURANCE EXPENSE 258 CLASSROOM FUND 8,804 ASSEMBLIES EXPENSE 665 3RD GRADE PARTY EXPENSE 1,042 SUPPLIES 510 DISTANCE LEARNING ACCOM 784 PRINCIPALS FUND 881 HOSPITALITY 578 TEACHER/STAFF APPRECIATIO 1,901 SCEF CO-SPONSORSHIP 540 SITE FUNDS 2,955 PTA MEMBERSHIP PASS-THRU 644 ADVOCACY 896 TOTAL 20,666 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III, LINE 29 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TOM SARIC |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER, FY2021-22 |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6505087303 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-02-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HEATHER ELEMENTARY SCHOOL PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HEAT |
| ReturnHeader/Filer/EIN | 0 | 946172341 |
| ReturnHeader/Filer/PhoneNum | 0 | 6505087303 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2757 MELENDY DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SAN CARLOS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94070 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 943413641 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CLAYTON PATTERSON EA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 433 AIRPORT BLVD SUITE 307 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BURLINGAME |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 940102010 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6505916797 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-03-23 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CLAYTON PATTERSON |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2022-03-23T18:39:02-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | TOM |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | SARIC |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-06-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
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Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.