Civic Intelligence

Heather Elementary School PTA

990EZ • Fiscal year 2024 • EIN 94-6172341

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 12, 2024

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

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.04x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

56th percentile

6.5%

Higher net margin than 56% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

48th percentile

0.1%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

30th percentile

-14%

Faster revenue growth than 30% of similar nonprofits.

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

Assets

Up

$72,101

Up $65 (+0.1%) from 2023

Net Assets

Down

$69,602

Down $2,434 (-3.4%) from 2023

Liabilities

$2,499

No earlier filing loaded for comparison.

Revenue

Down

$56,872

Down $9,139 (-14%) from 2023

Expenses

Up

$53,191

Up $7,975 (+18%) from 2023

Net Income

Down

$3,681

Down $17,114 (-82%) from 2023

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

2024

Assets$72,101
Liabilities$2,499
Net Assets$69,602

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

2024

Revenue$56,872
Expenses$53,191
Net Income$3,681
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.0
Gross Receipts
$64,486
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
DONATIONS FROM FUNDRAISING EVENTS AND SPONSORSHIPS ENABLE HEATHER SCHOOL PTA TO SUPPORT ACTIVITIES SUCH AS ARTIST IN RESIDENCE PROGRAM, SCHOOL ASSEMBLIES, ENRICHMENT PROGRMS.-$28,584
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.-$23,675
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHIVANI TRIPANIPresidentPT$0--
NISHA JOHNSONPresidentPT$0--
CAROLINA CLARKEvpPT$0--
SABEEN ALISecretaryPT$0--
ELFREDA CHANSecretaryPT$0--
SANDRA WIDJAJAVP MembershiPT$0--
JUSTIN DRIEMEYERTreasurer, FPT$0--
JOHN B FILSONTreasurer, 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
John B Filson
Title
Treasurer, Fy2024-25
Phone
4084253357
Signed
2024-11-12

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8

Check reissuance income 194 overpayment income 24 cheddar up income 20 total 238

Form 990-ez, Part I, Line 16

Expenses merchant fees 139 supplies/training exp 6 insurance expense 282 advocacy 1,000 art in action 1,481 artist in residence 11,672 classroom fund 11,931 healthy cities tutoring 2,500 hospitality 2,982 original works 84 parent information 614 sedac 525 special events 15,887 stem 147 story night 475 teacher/school support 2,872 yearbook expense 89 total 52,686

Form 990-ez, Part I, Line 20

Adjust for reclassification -3,615 adjustment to reflect book -2,500

Form 990-ez, Part II, Line 24

Inventories for sale or use 2,499 2,499 total 2,499 2,499

Form 990-ez, Part II, Line 26

SPIRITWEAR 0 2,499

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 Appendix196 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/ProgramServiceRevenueAmt01868
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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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHECK REISSUANCE INCOME 194 OVERPAYMENT INCOME 24 CHEDDAR UP INCOME 20 TOTAL 238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MERCHANT FEES 139 SUPPLIES/TRAINING EXP 6 INSURANCE EXPENSE 282 ADVOCACY 1,000 ART IN ACTION 1,481 ARTIST IN RESIDENCE 11,672 CLASSROOM FUND 11,931 HEALTHY CITIES TUTORING 2,500 HOSPITALITY 2,982 ORIGINAL WORKS 84 PARENT INFORMATION 614 SEDAC 525 SPECIAL EVENTS 15,887 STEM 147 STORY NIGHT 475 TEACHER/SCHOOL SUPPORT 2,872 YEARBOOK EXPENSE 89 TOTAL 52,686
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADJUST FOR RECLASSIFICATION -3,615 ADJUSTMENT TO REFLECT BOOK -2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVENTORIES FOR SALE OR USE 2,499 2,499 TOTAL 2,499 2,499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPIRITWEAR 0 2,499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HEATHER 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/ExplanationTxt6PARTNERSHIP 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 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN B FILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER, FY2024-25
ReturnHeader/BusinessOfficerGrp/PhoneNum04084253357
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLAYTON PATTERSON EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-14T17:25:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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