Heritage Elementary PTO

Nonprofit profile at a glance

EIN
383437880
IRS 990-EZ coverage
2019–2024
Forms available
Form 990-EZ 2024, Form 990-N 2022
Location
Highland, MI, USA
Rating
89
Verdict
STRONG
Rating confidence
Moderate
Sector
Parent/Teacher Group

Reported finances

Revenue
$37,988
Expenses
$32,466
Assets
$54,792

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • Katie Stahly (President)
  • Jenell Bondarenko (Vice President)

People named in this filing

  • Katie Stahly (President)
  • Jenell Bondarenko (Vice President)
  • Allie David (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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Facilitate cooperation between parents and teachers

What it reported doing in 2024

Student chrome books, schools wish list,

Operating model

Revenue model
Other-operating. 96% of the money available for current operations came from other operating revenue.
Distribution model
Member-benefit provider. The nonprofit used 100% of its reported program spending for member benefits.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 87
  • Transparency & Controls: 100
  • Sustainability: 57
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 82.3%; rating input score 82
  • Program expense ratio: 96.2%; rating input score 96

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 14.5%; rating input score 68; 68th percentile among comparable filings
  • Total-asset coverage ratio: 1.69; rating input score 61; 61st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 31.6% per year; rating input score 100; 88th percentile among comparable filings
  • Revenue growth: -2.1% per year; rating input score 0; 43rd percentile among comparable filings
  • Asset growth: 5.2% per year; rating input score 100; 59th percentile among comparable filings

Details

  • Where the money goes: 82.3% of revenue deployed · 96.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 7 filed program accomplishments · $31K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 3 filing years from 2019 to 2024
  • 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 — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.