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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 51-0480388

HERITAGE ELEMENTARY SCHOOL PTO

Tax-exempt · MARION, OH 43302

Financials

$12K$17K2021$24K$24K2023$30K$30K2024
Revenue Expenses · by fiscal year end
Financials of HERITAGE ELEMENTARY SCHOOL PTO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$29,509$29,890-$381$19,411$0$19,411
June 30, 2024990$24,221$23,968$253$19,792$0$19,792
June 30, 2022990$11,536$17,116-$5,580$24,502$0$24,502
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$22,812
Program service revenue
$0
Investment income
$0
Net income from fundraising events
$6,697
Other revenue
$6,697

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$29,659
Management and general (functional)
$231

Balance sheet and other

Total assets, start of year
$19,792
Total assets, end of year
$19,411
Total liabilities, end of year
$0
Net assets, end of year
$19,411
Net assets without donor restrictions
$19,411
Gross receipts
$37,772
Employees
0
State of legal domicile
OH

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.

NameTitleHours / weekCompensation
LINDSAY FETTERPRESIDENT
Officer
–$0
AMY GATESTREASURER
Officer
–$0
BRITTANY MATHEWSSECRETARY
Officer
–$0
990 for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
LINDSAY FETTERPRESIDENT
Officer
1$0
AMY GATESTREASURER
Officer
1$0
BRITTANY MATHEWSSECRETARY
Officer
1$0
990 for the year ended June 30, 2022: 3 people
NameTitleHours / weekCompensation
LINDSAY FETTERPRESIDENT
Officer
–$0
AMY GATESTREASURER
Officer
–$0
BRITTANY MATTHEWSSECRETARY
Officer
–$0

Address and contacts

Address (IRS master file)
720 COLUMBUS SANDUSKY RD S, MARION, OH 43302-8910
In care of
% KERRI KARRICK
Mailing address (990-N for 2015)
720 Columbus Sandusky Road South, Marion OH 43302
Principal officer (990 for 2024)
AMY GATES, 690 BETHLEHEM RD, PROSPECT, OH 43342
Signed the 990
AMY GATES, TREASURER
Phone
(740) 725-5500
Return prepared by
RLB CPA'S INC

Mission

PARENT TEACHER ORGANIZATION THAT HELPS PROVIDE FUNDS THROUGH FUNDRAISERS TO BENEFIT ALL THE STUDENTS AND TEACHERS AT HERITAGE ELEMENTARY SCHOOL.

990 for the year ended June 30, 2025

Program accomplishments

  • PARENT TEACHER ORGANIZATION THAT HELPS PROVIDE FUNDS THROUGH FUNDRAISERS TO BENEFIT ALL THE STUDENTS AND TEACHERS AT HERITAGE ELEMENTARY SCHOOL.
    Expenses $29,426
  • FALL FESTIVAL
    Expenses $233

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

File the 2025 990-N for HERITAGE ELEMENTARY SCHOOL PTO

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
51-0480388
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-N (e-Postcard)
Category (NTEE)
Education (B94)
Assets (IRS master file)
$19,411
Income (IRS master file)
$37,772

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$29,509$29,890$19,411IRS
990June 2024$24,221$23,968$19,792XML
990June 2023$14,762$19,725$19,539IRS
990June 2022$11,536$17,116$24,502XML
990June 2021–––IRS
990-EZJune 2021–––IRS
990-EZJune 2019–––IRS
990-N for 2015June 30, 2016≤ $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 51-0480388).

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 51-0480388.
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-N (e-Postcard). Gross receipts normally $50,000 or less.
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 for the year ended June 2025.
Who is the principal officer of HERITAGE ELEMENTARY SCHOOL PTO?
The 990 for the year ended June 30, 2025 names AMY GATES.
Who are the officers and directors of HERITAGE ELEMENTARY SCHOOL PTO?
The 990 for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does HERITAGE ELEMENTARY SCHOOL PTO have?
On its 990 for the year ended June 30, 2025 it reported revenue of $29,509, expenses of $29,890 and total assets of $19,411 at year end.

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