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Heritage Elementary Pto

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Parent/Teacher Group (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$95.5k (2024)

Expenses
$56.6k (2024)

Total Assets
$111k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2016 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$95,514
Expenses
$56,550
Net Income
$38,964
Net Assets
$110,518
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,847
1.9%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $93,667
98.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $110,518
Total Liabilities $0
Net Assets $110,518
Compensation
Key Employees and Officers Compensation Related Other
Melissa Avery (Vice Preside) $0 $0 $0
Angela Engle (Co Treasurer) $0 $0 $0
Bethany Ford (Social Media) $0 $0 $0
Caiti Hanks (Co Vice Pres) $0 $0 $0
Bethanie Lied (Secretary) $0 $0 $0
Diana Rice (Communicatio) $0 $0 $0
Tasa Salyards (Treasurer) $0 $0 $0
Marisa Stacy (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$113,602
Expenses
$111,068
Net Income
$2,534
Net Assets
$71,554
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,088
4.5%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $108,514
95.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $71,554
Total Liabilities $0
Net Assets $71,554
Compensation
Key Employees and Officers Compensation Related Other
Melissa Avery (Vice Preside) $0 $0 $0
Rachelle Burns (Recording Se) $0 $0 $0
Shannon Callendar (President) $0 $0 $0
Angela Engle (Co Treasurer) $0 $0 $0
Bethany Ford (Social Media) $0 $0 $0
Caiti Hanks (Co Vice Pres) $0 $0 $0
Diana Rice (Communicatio) $0 $0 $0
Marisa Stacy (President El) $0 $0 $0
Jessica White (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$58,988
Expenses
$47,430
Net Income
$11,558
Net Assets
$69,020
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,253
3.8%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $56,735
96.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $69,020
Total Liabilities $0
Net Assets $69,020
Compensation
Key Employees and Officers Compensation Related Other
Rachelle Burns (Secretary) $0 $0 $0
Laura Coughlin (Treasurer) $0 $0 $0
Angela Engle (Vice Preside) $0 $0 $0
Caiti Hanks (Co Vice Pres) $0 $0 $0
Tammy Lee (President) $0 $0 $0
Marisa Stacy (Co Treasurer) $0 $0 $0
Sarah Woods (Communicatio) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$51,327
Expenses
$24,750
Net Income
$26,577
Net Assets
$57,462
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,187
6.2%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $48,140
93.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $57,462
Total Liabilities $0
Net Assets $57,462
Compensation
Key Employees and Officers Compensation Related Other
Shannon Callendar (Vice Preside) $0 $0 $0
Laura Coughlin (Treasurer) $0 $0 $0
Alicia Cox (Communicatio) $0 $0 $0
Stephanie Coy (President) $0 $0 $0
Jessica Harmon (Recording Se) $0 $0 $0
Marisa Stacy (Co Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$68,612
Expenses
$82,622
Net Income
-$14,010
Net Assets
$30,885
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,861
5.6%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $64,751
94.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $30,885
Total Liabilities $0
Net Assets $30,885
Compensation
Key Employees and Officers Compensation Related Other
Laura Coughlin (Treasurer) $0 $0 $0
Stephanie Coy (Recording Se) $0 $0 $0
Amy Elrod (Vice Preside) $0 $0 $0
Kim Harrison (President) $0 $0 $0
Jennifer Keehn (Treasurer) $0 $0 $0
Cherie Merkley (Secretary) $0 $0 $0
Sarah Young (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$69,323
Expenses
$94,776
Net Income
-$25,453
Net Assets
$44,895
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,578
3.7%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $66,745
96.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $44,895
Total Liabilities $0
Net Assets $44,895
Compensation
Key Employees and Officers Compensation Related Other
Kim Harrison (President) $0 $0 $0
Amy Elrod (Vice Preside) $0 $0 $0
Sarah Young (Treasurer) $0 $0 $0
Jennifer Keehn (Treasurer) $0 $0 $0
Cherie Merkley (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$84,186
Expenses
$67,856
Net Income
$16,330
Net Assets
$70,348
Notable Sources of Revenue Percent of Total Revenue
Contributions $146,800
> 100%
Program Services $0
Investment Income $0
Net Fundraising -$62,614
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $70,348
Total Liabilities $0
Net Assets $70,348
Compensation
Key Employees and Officers Compensation Other
Melissa Grubbs (President) $0 $0
Amy Elrod (Vice President) $0 $0
Stephanie Coy (Secretary) $0 $0
Sarah Young (Co Treasurer) $0 $0
Jennifer Keehn (Co Treasurer) $0 $0
Kim Harison (Co Vice President) $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$69,924
Expenses
$58,730
Net Income
$11,194
Net Assets
$54,018
Notable Sources of Revenue Percent of Total Revenue
Contributions $134,963
> 100%
Program Services $0
Investment Income $0
Net Fundraising -$65,039
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $54,018
Total Liabilities $0
Net Assets $54,018
Compensation
Key Employees and Officers Compensation Other
Erin Phillips (President) $0 $0
Kim Harrison (Vice President) $0 $0
Treka Wenner (Secretary) $0 $0
Sarah Young (Co Treasurer) $0 $0
Renee Schoonover (Co Treasurer) $0 $0
Melissa Grubbs (President Elect) $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$64,830
Expenses
$22,006
Net Income
$42,824
Net Assets
$42,824
Notable Sources of Revenue Percent of Total Revenue
Contributions $140,786
> 100%
Program Services $0
Investment Income $0
Net Fundraising -$75,956
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $42,824
Total Liabilities $0
Net Assets $42,824
Compensation
Key Employees and Officers Compensation Other
Erin Phillips (Co President) $0 $0
Amy Elrod (Co President) $0 $0
Erin Kingrey (Vice President) $0 $0
Katie Kregger (Secretary) $0 $0
Sarah Young (Co Treasurer) $0 $0
Renee Schoonover (Co Treasurer) $0 $0

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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