Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Heritage Band & Music Boosters Inc
EIN 99-3609139 • 501(c)3 • Hoagland, IN
NTEE A60
Profile
Providing supplemental financial support for the heritage jr. - sr. High school performing arts programs, communicating with students, parents, director, school administrators, and the community, working in conjunction with the band & choir director to develop and improve the programs, organize and oversee various performing arts activities, providing fund raising activities for students and booster members, assisting in the maintenance of equipment, supplies and uniforms, advocating for the best interest of the students in the programs, and facilitating other activities for the best interest of the students in the programs, and/or facilitating other activities that the band & choir director, boosters, and/or the executive board members deem necessary or advisable to further the performing arts programs.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
78th percentile
Higher net margin than 78% of similar nonprofits.
Top Officer Pay
74th percentile
Higher top officer pay than 74% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$18,590
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
$18,590
No earlier filing loaded for comparison.
Revenue
$71,088
No earlier filing loaded for comparison.
Expenses
$52,498
No earlier filing loaded for comparison.
Net Income
$18,590
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $18,590
- Liabilities
- -
- Net assets
- $18,590
- Revenue
- $71,088
- Expenses
- $52,498
- Net income
- $18,590
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- May 21, 2024 to Apr 30, 2025
- Signed
- Aug 18, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $98,776
Mission and Program Overview
Mission
Providing supplemental financial support for the heritage jr. - sr. High school performing arts programs, communicating with students, parents, director, school administrators, and the community, working in conjunction with the band & choir director to develop and improve the programs, organize and oversee various performing arts activities, providing fund raising activities for students and booster members, assisting in the maintenance of equipment, supplies and uniforms, advocating for the best interest of the students in the programs, and facilitating other activities for the best interest of the students in the programs, and/or facilitating other activities that the band & choir director, boosters, and/or the executive board members deem necessary or advisable to further the performing arts programs.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDING SUPPLEMENTAL FINANCIAL SUPPORT FOR THE HERITAGE JR. - SR. HIGH SCHOOL PERFORMING ARTS PROGRAMS. | - | $52,380 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JENNIFER SORG | President Th | PT | $0 | - | - |
| CASSANDRA TACKETT | Vice Pres. T | - | $0 | - | - |
| ROY SORG | Treasurer | PT | $0 | - | - |
| NICOLE PICKERING | Secretary | - | $0 | - | - |
| JOSEPH PICKERING | Financial Se | - | $0 | - | - |
| KRIS MCKINLEY | Board Member | - | $0 | - | - |
| JUSTINA REINDERS | Board Member | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Soap Sales | $10,224 | $10,224 | $7,762 | $2,462 |
| Total Events | $10,224 | $10,224 | $7,762 | $2,462 |
Filing and Contact Details
Filer
- Filer Name
- Heritage Band & Music Boosters Inc
- EIN
- 99-3609139
- Phone
- 2604380699
- Address
- 12409 WAYNE TRCE, HOAGLAND, IN 46745
Signing Officer
- Name
- Roy Sorg
- Title
- Treasurer
- Phone
- 2604380699
- Signed
- 2025-08-18
Preparer
- Firm
- Perkins Schaffer Cpas Inc
- Address
- 1208 LINCOLN HIGHWAY E, NEW HAVEN, IN 46774
- Preparer
- Adam W Schaffer CPA
- Phone
- 2604933929
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses transportation 11,740 insurance 118 competition fees 3,150 supplies 24,340 total 39,348”
Form 990-ez, Part III
“Providing supplemental financial support for the heritage jr. - sr. High school performing arts programs, communicating with students, parents, director, school administrators, and the community, working in conjunction with the band & choir director to develop and improve the programs, organize and oversee various performing arts activities, providing fund raising activities for students and booster members, assisting in the maintenance of equipment, supplies and uniforms, advocating for the best interest of the students in the programs, and facilitating other activities for the best interest of the students in the programs, and/or facilitating other activities that the band & choir director, boosters, and/or the executive board members deem necessary or advisable to further the performing arts programs.”
Raw XML Appendix146 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/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BOARD MEMBER |
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| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 39348 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
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| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 11963 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 11196 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 52498 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 52380 |
| IRS990EZ/TotalRevenueAmt | 0 | 71088 |
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| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
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| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
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| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES TRANSPORTATION 11,740 INSURANCE 118 COMPETITION FEES 3,150 SUPPLIES 24,340 TOTAL 39,348 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | PROVIDING SUPPLEMENTAL FINANCIAL SUPPORT FOR THE HERITAGE JR. - SR. HIGH SCHOOL PERFORMING ARTS PROGRAMS, COMMUNICATING WITH STUDENTS, PARENTS, DIRECTOR, SCHOOL ADMINISTRATORS, AND THE COMMUNITY, WORKING IN CONJUNCTION WITH THE BAND & CHOIR DIRECTOR TO DEVELOP AND IMPROVE THE PROGRAMS, ORGANIZE AND OVERSEE VARIOUS PERFORMING ARTS ACTIVITIES, PROVIDING FUND RAISING ACTIVITIES FOR STUDENTS AND BOOSTER MEMBERS, ASSISTING IN THE MAINTENANCE OF EQUIPMENT, SUPPLIES AND UNIFORMS, ADVOCATING FOR THE BEST INTEREST OF THE STUDENTS IN THE PROGRAMS, AND FACILITATING OTHER ACTIVITIES FOR THE BEST INTEREST OF THE STUDENTS IN THE PROGRAMS, AND/OR FACILITATING OTHER ACTIVITIES THAT THE BAND & CHOIR DIRECTOR, BOOSTERS, AND/OR THE EXECUTIVE BOARD MEMBERS DEEM NECESSARY OR ADVISABLE TO FURTHER THE PERFORMING ARTS PROGRAMS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ROY SORG |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2604380699 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-08-18 |
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| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HERI |
| ReturnHeader/Filer/EIN | 0 | 993609139 |
| ReturnHeader/Filer/PhoneNum | 0 | 2604380699 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 12409 WAYNE TRCE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | HOAGLAND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 46745 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 202400673 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PERKINS SCHAFFER CPAS INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1208 LINCOLN HIGHWAY E |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | NEW HAVEN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 46774 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2604933929 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-09-04 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ADAM W SCHAFFER CPA |
| ReturnHeader/ReturnTs | 0 | 2025-09-04T11:21:43-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-05-21 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-04-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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