HERITAGE ELEMENTARY PTO

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

TASA SALYARDS

Phone

4053402921

Tax Period

2024-07-01 to 2025-06-30

HERITAGE ELEMENTARY PTO, founded in 2016, is a micro nonprofit in the Education sector that reported $79K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $70K left a modest 11% surplus.

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 Service Accomplishments

Program 1

Expenses: $48,793

THE ORGANIZATION PROVIDED SERVICES, EQUIPMENT AND SUPPLIES THAT ARE NOT PROVIDED BY EDMOND PUBLIC SCHOOL SYSTEM TO HERITAGE ELEMENTARY SCHOOL.

Program 2

Expenses: $19,124

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...

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,395

Program Service Revenue $140

Investment Income $0

Other Revenue $77,152

TOTAL REVENUE $78,687

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,917

Other Expenses $69,662

TOTAL EXPENSES $69,662

Year-over-Year Comparison

	2024	2023	Change
Revenue	$78,687	$95,514	-0.2%
Expenses	$69,662	$56,550	+0.2%
Net Income	$9,025	$38,964	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA AVERY	VICE PRESIDE	10.00	Officer	$0	$0	$0
ANGELA ENGLE	CO-TREASURER	10.00	Officer	$0	$0	$0
CAITI HANKS	CO-VICE PRES	10.00	Officer	$0	$0	$0
BETHANIE LIED	SECRETARY	10.00	Officer	$0	$0	$0
DIANA RICE	COMMUNICATIO	10.00	Officer	$0	$0	$0
TASA SALYARDS	TREASURER	10.00	Officer	$0	$0	$0
MARISA STACY	PRESIDENT	10.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$78,687	$69,662	$119,543	$9,025
2024	$95,514	$56,550	$110,518	$38,964
2023	$113,602	$111,068	$71,554	$2,534
2022	$58,988	$47,430	$69,020	$11,558
2021	$51,327	$24,750	$57,462	$26,577
2020	$68,612	$82,622	$30,885	$-14,010
2019	$69,323	$94,776	$44,895	$-25,453