Heritage Elementary PTO

Analysis

Heritage Elementary PTO is a registered charity in United States, based in Edmond, OK. It received its IRS tax-exemption ruling in August 2015, 11 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2024, Heritage Elementary PTO reported income of $96k and spending of $57k, leaving 41% of income unspent that year. Across the 5 years on record, from June 2020 to June 2024, income grew from $69k to $96k (+39%), an average of +8.6% a year. The sharpest change came in the year to June 2023, when income rose by 93%. Over the whole period it spent 83% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Heritage Elementary PTO sits at the 38th percentile: it is larger than about 38% of them. Against every charity in United States with reported income it ranks in the 36th percentile, and in the 35th percentile within OK. Charities of a similar size with the same main cause include Womens Group of the Greens Inc ($96k), Les Dames D Escoffier ($96k) and Marquette Band Boosters ($95k).

On its Form 990 for the period ending June 2024, revenue came from contributions and grants 1.9% of the total. At year end it held assets of $111k against liabilities of $0, net assets of $111k.