Heritage Elementary PTO

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The purpose of this organization is to provide services, equipment and supplies that are not provided by edmond public schools to Heritage Elementary school.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 47-4210294) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
97¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $19K a year · 23% of revenue · last 4 filings
A surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
97%
of spending
97% of spending went to programs.
Pt IX · Ln 25 · col B
20.6 mo
of spending, in cash
20.6 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
9
of 9 voting members
9 of 9 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$79K
-18% vs prior year
Spent
$70K
To programs
97%
Net assets
$120K
By yearFY2021–FY2025
Revenue
$79K
FY2025▼ -18%
Tap a bar for its year
Revenue by fiscal year
FY2021$51K
FY2023$114K
FY2024$96K
FY2025$79K
Expenses
$70K
FY2025▲ +23%
Tap a bar for its year
Expenses by fiscal year
FY2021$25K
FY2023$111K
FY2024$57K
FY2025$70K
Net assets
$120K
FY2025▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2021$57K
FY2023$72K
FY2024$111K
FY2025$120K

From the FY2025 Form 990 (year ending June 2025) · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2015.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $68K Management & general 3% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation
Vice Preside
$0Pt VII · Sec A
Co-Treasurer
$0Pt VII · Sec A
Co-Vice Pres
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Communicatio
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
President
$0Pt VII · Sec A
See Heritage Elementary PTO executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supplies schools with needed items not covered by public funding.

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2 programs · $68K · in their own filed words · FY2024
01

The organization provided services, equipment and supplies that are not provided by edmond public school system to heritage elementary school.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 47-4210294) · Dispute this line
$49Kprogram expense
02

The organization provided funding for capital expenditures that the school's budget is not able to provide, including a music stage projection system, a physical education projector and playground equipment.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 47-4210294) · Dispute this line
$19Kprogram expense

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$79K
Ln 12
Other incomeLn 4–11$77K
Gifts and grantsLn 1h$1K
Fees for servicesLn 2g$140
Money outPt IX
$70K
Ln 25
Programscol B$68K
Managementcol C$2K
Owns and owesPt X
$120K
net assets · Ln 32
Cash and savingsLn 1–2$120K
Total assetsLn 16$120K
LiabilitiesLn 26$0
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1K
Fees for servicesLn 2g$140
Other incomeLn 4–11$77K
Total revenueLn 12$79K
Assets in detailPt X, end of year
CashLn 1$120K
Cash and savings togetherLn 1–2$120K
Total assetsLn 16$120K
LiabilitiesLn 26$0
Net assetsLn 32$120K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$111K$120K
Total assetsLn 16$111K$120K
LiabilitiesLn 26$0$0
Net assetsLn 32$111K$120K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$675$675
Office expensesLn 13$219$219
Information technologyLn 14$248$248
Conferences, conventions and meetingsLn 19$10K$10K
InsuranceLn 23$536$536
Other expenses (24a–d)Ln 24$31K$31K
All other expensesLn 24e$27K$27K$67
Total functional expensesLn 25$70K$68K$2K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Dec 12, 2025 $79K$70K$9K$120K 990 PDF
FY2024Filed with the IRS Nov 5, 2024 $96K$57K$39K$111K 990 PDF
FY2023Filed with the IRS Nov 15, 2023 $114K$111K$3K$72K 990 PDF
FY2022 Not on file
FY2021Filed with the IRS Nov 12, 2021 $51K$25K$27K$57K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2025 990
Part I · Summary $78,687 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,847$1,395
I-9 Program service revenue$140
I-10 Investment income$0
I-11 Other revenuePrior year $93,667$77,152
I-12 Total revenuePrior year $95,514$78,687
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $56,550$69,662
I-18 Total expensesPrior year $56,550$69,662
I-19 Revenue less expensesPrior year $38,964$9,025
Part VI · Governance 9 of 9 board members independent, 4 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $78,687 across 5 lines filed
VIII-1f All other contributions, gifts and grants$1,395
VIII-1h Total contributions, gifts and grants$1,395
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $140$140
VIII-8 Net income from fundraising events$77,152
VIII-12 Total revenueRelated to mission $140$78,687
Part IX · Statement of functional expenses $69,662 across 7 lines filed
IX-11c Accounting feesManagement $675$675
IX-13 Office expensesManagement $219$219
IX-14 Information technologyManagement $248$248
IX-19 Conferences, conventions and meetingsPrograms $10,000$10,000
IX-23 InsuranceManagement $536$536
IX-24 Other expenses (24a–d)Programs $31,232$31,232
IX-24e All other expensesPrograms $26,685 · Management $67$26,752
IX-25 Total functional expensesPrograms $67,917 · Management $1,745 · Fundraising $0$69,662
Part X · Balance sheet $119,543 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $110,518$119,543
X-16 Total assetsStart of year $110,518$119,543
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $101,018$108,043
X-28 Net assets with donor restrictionsStart of year $9,500$11,500
X-32 Total net assets or fund balancesStart of year $110,518$119,543
X-33 Total liabilities and net assetsStart of year $110,518$119,543
Part XI · Reconciliation of net assets $119,543 net assets at year end
XI-1 Total revenue$78,687
XI-2 Total expenses$69,662
XI-3 Revenue less expenses$9,025
XI-4 Net assets at start of year$110,518
XI-10 Net assets at end of year$119,543

Form 990 e-file FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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