Nonprofit · EIN 38-3437880
HERITAGE ELEMENTARY PTO
Tax-exempt · HIGHLAND, MI 48357
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $37,988 | $32,466 | $5,522 | $54,792 | – | $54,792 |
| June 30, 2024 | 990-EZ | $35,846 | $29,731 | $6,115 | $45,358 | – | $45,358 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,283
- Investment income
- $202
- Net income from fundraising events
- $35,194
- Net income from sales of inventory
- -$2,192
- Other revenue
- $3,501
Expenses
- Benefits paid to members
- $31,225
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $1,241
- Program services (functional)
- $31,225
Balance sheet and other
- Total assets, start of year
- $45,358
- Total assets, end of year
- $54,792
- Total liabilities, end of year
- –
- Net assets, end of year
- $54,792
- Cash, savings and investments
- $54,792
- Gross receipts
- $71,207
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Katie Stahly | President | 1 | $0 |
| Jenell Bondarenko | Vice President | 1 | $0 |
| Allie David | Treasurer | 1 | $0 |
| Shannon Dorchak | Digital communications | 1 | $0 |
| Courtney Kozlowski | Hospitality | 1 | $0 |
990-EZ for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Katie Stahly | President | 1 | $0 |
| Jenell Bondarenko | Vice President | 1 | $0 |
| Allie David | Treasurer | 1 | $0 |
| Shannon Dorchak | Digital communications | 1 | $0 |
| Courtney Kozlowski | Hospitality | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 219 WATKINS BLVD, HIGHLAND, MI 48357-4980
- In care of
- % ALLIE DAVID
- Mailing address (990-N for 2022)
- 219 Watkins Blvd, Highland MI 48357
- Principal officer (990-N for 2022)
- Allie David, 219 Watkins Blvd, Highland MI 48357
- Signed the 990-EZ
- Allie David, Treasurer
- Return prepared by
- Christina R Hamill CPA
Mission
Facilitate cooperation between parents and teachers
Program accomplishments
- student chrome books, schools wish list,Expenses $9,222
- Stipends to teachersExpenses $6,800
- Field TripsExpenses $6,795
- Scholarships, giftsExpenses $246
- Adopt a familyExpenses $2,454
- Staff AppreciationExpenses $4,853
- Field DayExpenses $855
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 38-3437880
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $54,792
- Income (IRS master file)
- $71,207
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $37,988 | $32,466 | $54,792 | XML |
| 990-EZ | June 2024 | $35,846 | $29,731 | $45,358 | XML |
| 990-N for 2022 Officer: Allie David | June 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-N for 2020 Officer: Sheri Miles | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Jenna Stevens | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3437880).
Questions about HERITAGE ELEMENTARY PTO
- What is the EIN of HERITAGE ELEMENTARY PTO?
- The employer identification number (EIN) of HERITAGE ELEMENTARY PTO is 38-3437880.
- Is HERITAGE ELEMENTARY PTO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to HERITAGE ELEMENTARY PTO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE ELEMENTARY PTO file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HERITAGE ELEMENTARY PTO due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE ELEMENTARY PTO last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of HERITAGE ELEMENTARY PTO?
- The 990-N for 2022 names Allie David.
- Who are the officers and directors of HERITAGE ELEMENTARY PTO?
- The 990-EZ for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does HERITAGE ELEMENTARY PTO have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $37,988, expenses of $32,466 and total assets of $54,792 at year end.
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