Nonprofit · EIN 83-4425412
HERFF ELEMENTARY PTO
Tax-exempt · BOERNE, TX 78006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $57,676 | $82,032 | -$24,356 | $18,846 | $454 | $18,392 |
| June 30, 2025 | 990-EZ | $79,816 | $83,940 | -$4,124 | $43,202 | $454 | $42,748 |
| June 30, 2024 | 990-EZ | $54,526 | $58,865 | -$4,339 | $46,873 | $1 | $46,872 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $66,907
- Membership dues
- $4,026
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- -$12,974
- Net income from sales of inventory
- -$320
- Other revenue
- $37
Expenses
- Grants and similar amounts paid
- $78,835
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $804
- Printing, publications and postage
- $72
- Other expenses
- $2,321
- Program services (functional)
- $81,229
Balance sheet and other
- Total assets, start of year
- $43,202
- Total assets, end of year
- $18,846
- Total liabilities, end of year
- $454
- Net assets, end of year
- $18,392
- Cash, savings and investments
- $18,846
- Gross receipts
- $80,247
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jason Shoup | President | 3 | $0 |
| Jenae Williamson | Secretary | 3 | $0 |
| Perot Saelao | Treasurer | 3 | $0 |
| Dena Tripodo | Parliamentarian | 3 | $0 |
| Lexy Cliver | Vice President of Events | 3 | $0 |
| Kristin Porter | Vice President of Communications | 3 | $0 |
| Alexandra Silva | Vice President of Fundraising | 3 | $0 |
| Stephanie Aubuchon | Vice President of Membership | 3 | $0 |
990-EZ for the year ended June 30, 2025: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dena Tripodo | President | 15 | $0 |
| Carrie Bunting | Secretary | 5 | $0 |
| Lori Adams | Treasurer | 5 | $0 |
| Maria Tarantino | Parliamentarian | 5 | $0 |
| Nikki Polito | Vice President of Events | 5 | $0 |
| Samantha Morganroth | Vice President of Communications | 5 | $0 |
| Mabel Tijerina | Parent Teacher Liaison | 5 | $0 |
| Lexy Cliver | Vice President of Volunteers | 5 | $0 |
| Melissa Moss | Vice President of Membership | 5 | $0 |
| Imen Jouini | Vice President of Fundraising | 5 | $0 |
| Karen Morales | Vice President of Fundraising | 5 | $0 |
990-EZ for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dena Tripodo | President | 15 | $0 |
| Carrie Bunting | Secretary | 5 | $0 |
| Lori Adams | Treasurer | 5 | $0 |
| Maria Tarantino | Parliamentarian | 5 | $0 |
| Nikki Polito | Vice President of Events | 5 | $0 |
| Samantha Morganroth | Vice President of Communications | 5 | $0 |
| Mabel Tijerina | Parent Teacher Liaison | 5 | $0 |
| Lexy Cliver | Vice President of Volunteers | 5 | $0 |
| Melissa Moss | Vice President of Membership | 5 | $0 |
| Imen Jouini | Vice President of Fundraising | 5 | $0 |
| Karen Morales | Vice President of Fundraising | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 215, BOERNE, TX 78006-0215
- In care of
- % COURTNEY WILSON
- Signed the 990-EZ
- Perot Saelao, Treasurer
- Phone
- (830) 357-4300
- Return prepared by
- T David Phillip CPA PC
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.
Program accomplishments
- Enhance the educational experience of studentsExpenses $51,074 · grants $49,569
- Celebrate and encourage student achievementExpenses $9,984 · grants $9,689
- Recognize and encourage teaching excellence by supporting teachersExpenses $20,171 · grants $19,577
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 | 990-EZ on file |
| 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
- 83-4425412
- 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
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $18,846
- Income (IRS master file)
- $80,247
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | – | – | – | IRS |
| 990-EZ | June 2025 | – | – | – | IRS |
| 990-EZ | June 2024 | – | – | – | IRS |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about HERFF ELEMENTARY PTO
- What is the EIN of HERFF ELEMENTARY PTO?
- The employer identification number (EIN) of HERFF ELEMENTARY PTO is 83-4425412.
- Is HERFF ELEMENTARY PTO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to HERFF ELEMENTARY PTO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERFF 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 HERFF ELEMENTARY PTO due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERFF ELEMENTARY PTO last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who are the officers and directors of HERFF ELEMENTARY PTO?
- The 990-EZ for the year ended June 30, 2026 lists 8 people; 0 received compensation from the organization.
- How much revenue does HERFF ELEMENTARY PTO have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $57,676, expenses of $82,032 and total assets of $18,846 at year end.
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