Herff Elementary School PTO

Nonprofit profile at a glance

EIN
834425412
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025
Location
Boerne, TX, USA
Phone
8303574300
Rating
88
Verdict
STRONG
Rating confidence
Moderate
Sector
Parent/Teacher Group

Official website

Reported finances

Revenue
$57,676
Expenses
$82,032
Assets
$18,846
Liabilities
$454

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • Jason Shoup (President)
  • Lexy Cliver (Vice President of Events)
  • Kristin Porter (Vice President of Communications)
  • Alexandra Silva (Vice President of Fundraising)
  • Stephanie Aubuchon (Vice President of Membership)

People named in this filing

  • Jason Shoup (President)
  • Jenae Williamson (Secretary)
  • Perot Saelao (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Herff Elementary Parent Teacher Organization (PTO) is an all-volunteer, parent-run, non-profit organization committed to strengthening, enhancing and encouraging the educational and social environment of Herff Elementary.

What it reported doing in 2025

Recognize and encourage teaching excellence by supporting teachers

Operating model

Revenue model
Donor-supported. 94% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 97% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 82
  • Sustainability: 22
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 99%; rating input score 99

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -42.2%; rating input score 14; 14th percentile among comparable filings
  • Total-asset coverage ratio: 0.23; rating input score 20; 20th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 21; 21st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 8.1% per year; rating input score 100; 67th percentile among comparable filings
  • Revenue growth: 2.3% per year; rating input score 100; 59th percentile among comparable filings
  • Asset growth: -15.2% per year; rating input score 0; 13th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 99% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $81K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 14/100.
  • High — Sustainability: Total-asset coverage ratio scored 20/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 21/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.