Nonprofit · EIN 62-1867059
HERITAGE ELEMENTARY SCHOOL PTO
Tax-exempt · THOMPSONS STN, TN 37179
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $68,606 | $75,711 | -$7,105 | $19,592 | $0 | $19,592 |
| June 30, 2024 | 990-EZ | $51,088 | $40,221 | $10,867 | $26,697 | $0 | $26,697 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $11,257
- Net income from fundraising events
- $57,253
- Net income from sales of inventory
- $96
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $545
- Other expenses
- $75,166
- Program services (functional)
- $37,913
Balance sheet and other
- Total assets, start of year
- $26,697
- Total assets, end of year
- $19,592
- Total liabilities, end of year
- $0
- Net assets, end of year
- $19,592
- Cash, savings and investments
- $19,592
- Gross receipts
- $79,087
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 |
|---|---|---|---|
| Heather Houle | Secretary | 10 | $0 |
| Lacy Ezell | Vice President | 10 | $0 |
| Jennifer Berger | President | 10 | $0 |
| Elizabeth Burt | Treasurer | 10 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Ladd | Secretary | 10 | $0 |
| Caitlin Smith | Vice President | 10 | $0 |
| Jennifer Berger | President | 10 | $0 |
| Sarah Smathers | Treasurer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 4801 COLUMBIA PIKE, THOMPSONS STN, TN 37179-5207
- In care of
- % ELIZABETH BURT
- Signed the 990-EZ
- ELIZABETH BURT, Treasurer
- Phone
- (615) 599-9767
- Website
- www.hes-pto.com
- Return prepared by
- Cook and Plunk CPAs
Mission
See Schedule O
Program accomplishments
- PTO funded the new theater program and purchased new mircophones and a new wall mural.Expenses $6,100
- 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.Expenses $10,160
- PTO Purchased a brand-new podium for asssemblies and also had a 25th year CelebrationExpenses $21,653
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
- 62-1867059
- 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
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $19,592
- Income (IRS master file)
- $79,087
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $68,606 | $75,711 | $19,592 | IRS |
| 990-EZ | June 2024 | $51,088 | $40,221 | $26,697 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
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 62-1867059).
Questions about HERITAGE ELEMENTARY SCHOOL PTO
- What is the EIN of HERITAGE ELEMENTARY SCHOOL PTO?
- The employer identification number (EIN) of HERITAGE ELEMENTARY SCHOOL PTO is 62-1867059.
- Is HERITAGE ELEMENTARY SCHOOL PTO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to HERITAGE ELEMENTARY SCHOOL PTO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE ELEMENTARY SCHOOL 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 SCHOOL 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 SCHOOL 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 are the officers and directors of HERITAGE ELEMENTARY SCHOOL PTO?
- The 990-EZ for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HERITAGE ELEMENTARY SCHOOL PTO have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $68,606, expenses of $75,711 and total assets of $19,592 at year end.
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