Nonprofit · EIN 47-4210294
HERITAGE ELEMENTARY PTO
Tax-exempt · EDMOND, OK 73034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $78,687 | $69,662 | $9,025 | $119,543 | $0 | $119,543 |
| June 30, 2024 | 990 | $95,514 | $56,550 | $38,964 | $110,518 | $0 | $110,518 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,395
- Program service revenue
- $140
- Investment income
- $0
- Net income from fundraising events
- $77,152
- Other revenue
- $77,152
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $675
- Program services (functional)
- $67,917
- Management and general (functional)
- $1,745
Balance sheet and other
- Total assets, start of year
- $110,518
- Total assets, end of year
- $119,543
- Total liabilities, end of year
- $0
- Net assets, end of year
- $119,543
- Net assets without donor restrictions
- $108,043
- Net assets with donor restrictions
- $11,500
- Gross receipts
- $164,213
- Employees
- 0
- Year formed
- 2016
- State of legal domicile
- OK
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA AVERY | VICE PRESIDE Officer | 10 | $0 |
| ANGELA ENGLE | CO-TREASURER Officer | 10 | $0 |
| CAITI HANKS | CO-VICE PRES Officer | 10 | $0 |
| BETHANIE LIED | SECRETARY Officer | 10 | $0 |
| DIANA RICE | COMMUNICATIO Officer | 10 | $0 |
| TASA SALYARDS | TREASURER Officer | 10 | $0 |
| MARISA STACY | PRESIDENT Officer | 10 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA AVERY | VICE PRESIDE Officer | 10 | $0 |
| ANGELA ENGLE | CO-TREASURER Officer | 10 | $0 |
| BETHANY FORD | SOCIAL MEDIA Officer | 10 | $0 |
| CAITI HANKS | CO-VICE PRES Officer | 10 | $0 |
| BETHANIE LIED | SECRETARY Officer | 10 | $0 |
| DIANA RICE | COMMUNICATIO Officer | 10 | $0 |
| TASA SALYARDS | TREASURER Officer | 10 | $0 |
| MARISA STACY | PRESIDENT Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 400 E SORGHUM MILL RD, EDMOND, OK 73034-8590
- In care of
- % SARAH YOUNG
- Mailing address (990-N for 2014)
- 400 E Sorghum Mill Road, Edmond OK 73034
- Principal officer (990 for 2024)
- TASA SALYARDS, 400 E SORGHUM MILL RD, EDMOND, OK 73034
- Principal officer (990-N for 2014)
- Sarah Young, 1985 Savona Lane, Edmond OK 73034
- Signed the 990
- TASA SALYARDS, TREASURER
- Phone
- (405) 340-2921
- Website
- HERITAGE.EDMONDSCHOOLS.NET
- Return prepared by
- BLOCH AND COMPANY P C
Mission
THE MISSION OF THE ORGANIZATION IS TO PROVIDE SERVICES, EQUIPMENT AND SUPPLIES THAT ARE NOT PROVIDED BY EDMOND PUBLIC SCHOOL SYSTEM TO HERITAGE ELEMENTARY SCHOOL.
Program accomplishments
- THE ORGANIZATION PROVIDED SERVICES, EQUIPMENT AND SUPPLIES THAT ARE NOT PROVIDED BY EDMOND PUBLIC SCHOOL SYSTEM TO HERITAGE ELEMENTARY SCHOOL.Expenses $48,793
- THE ORGANIZATION PROVIDED FUNDING FOR CAPITAL EXPENDITURES THAT THE SCHOOL'S BUDGET IS NOT ABLE TO PROVIDE, INCLUDING A MUSIC STAGE PROJECTION SYSTEM, A PHYSICAL EDUCATION PROJECTOR AND PLAYGROUND EQUIPMENT.Expenses $19,124
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 47-4210294
- 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
- 2015
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $119,543
- Income (IRS master file)
- $164,213
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $78,687 | $69,662 | $119,543 | XML |
| 990 | June 2024 | $95,514 | $56,550 | $110,518 | XML |
| 990 | June 2023 | $113,602 | $111,068 | $71,554 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-N for 2014 Officer: Sarah Young | June 30, 2015 | ≤ $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 47-4210294).
Questions about HERITAGE ELEMENTARY PTO
- What is the EIN of HERITAGE ELEMENTARY PTO?
- The employer identification number (EIN) of HERITAGE ELEMENTARY PTO is 47-4210294.
- Is HERITAGE ELEMENTARY PTO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- 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 for the year ended June 2025.
- Who is the principal officer of HERITAGE ELEMENTARY PTO?
- The 990 for the year ended June 30, 2025 names TASA SALYARDS.
- Who are the officers and directors of HERITAGE ELEMENTARY PTO?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does HERITAGE ELEMENTARY PTO have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $78,687, expenses of $69,662 and total assets of $119,543 at year end.
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