Heritage Elementary School PTO
Nonprofit profile at a glance
- EIN
- 621867059
- IRS 990-EZ coverage
- 2009–2024
- Forms available
- Form 990-EZ 2024
- Location
- Thompsons Station, TN, USA
- Phone
- 6155999767
- Rating
- 63
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Parent/Teacher Group
- Affiliation
- Christianity
Reported finances
- Revenue
- $68,606
- Expenses
- $75,711
- Assets
- $19,592
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- Lacy Ezell (Vice President)
- Jennifer Berger (President)
People named in this filing
- Heather Houle (Secretary)
- Lacy Ezell (Vice President)
- Jennifer Berger (President)
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
See Schedule O
What it reported doing in 2024
PTO purchased new indoor and outdoor signage, a new mailbox, replaced most of classroom rugs, repainted, redecorated, and newly furnished conference room, a new poster printer.
Operating model
- Revenue model
- Other-operating. 84% of the money available for current operations came from other operating revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 53
- Transparency & Controls: 82
- Sustainability: 34
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 55.3%; rating input score 55
- Program expense ratio: 50.1%; rating input score 50
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -10.4%; rating input score 30; 30th percentile among comparable filings
- Total-asset coverage ratio: 0.26; rating input score 19; 19th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -11.6% per year; rating input score 0; 25th percentile among comparable filings
- Revenue growth: 1.6% per year; rating input score 100; 58th percentile among comparable filings
- Asset growth: -0.5% per year; rating input score 0; 36th percentile among comparable filings
Details
- Where the money goes: 55.3% of revenue deployed · 50.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $38K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 12 filing years from 2009 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.
- Review — Financial Efficiency: Mission deployment rate scored 55/100.
- Review — Financial Efficiency: Program expense ratio scored 50/100.
- High — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 30/100.
- High — Sustainability: Total-asset coverage ratio scored 19/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.