Skip to content

California · Nonprofit

HERITAGE ELEMENTARY PARENT TEACHER ORGANIZATION

HERITAGE ELEMENTARY PARENT TEACHER ORGANIZATION (California) receives grants from 2 organizations whose IRS filings report $5,322 to it, the largest being SEMPRA FOUNDATION ($4,030). 2 of them have funded it in more than one year.

Revenue FY2025
$61k
Funders on record
2
Grants received
$5k
Net assets
$76k
2/2 repeat funderspeak grant-dependency 13%
01What it does

What Heritage Elementary Parent Teacher Organization does

Mission

To support students, teachers and parents.

As stated on its FY2025 Form 990.

Program

  1. The heritage pto provided support to the teachers and students of heritage elementary school through teacher grants, and supporting special programs such as pace and subsidizing student costs.

    $28,574 spent
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $28,574.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($55k) Expenses 100 ($68k) Net assets 100 ($10k)2018 Revenue 113 ($62k) Expenses 62 ($42k) Net assets 302 ($30k)2019 Revenue 101 ($55k) Expenses 103 ($70k) Net assets 154 ($15k)2020 Revenue 82 ($45k) Expenses 41 ($28k) Net assets 329 ($32k)2021 Revenue 15 ($8k) Expenses 30 ($20k) Net assets 203 ($20k)2022 Revenue 77 ($42k) Expenses 42 ($28k) Net assets 345 ($34k)2023 Revenue 85 ($47k) Expenses 47 ($32k) Net assets 496 ($49k)2024 Revenue 99 ($54k) Expenses 87 ($59k) Net assets 445 ($44k)2025 Revenue 111 ($61k) Expenses 42 ($29k) Net assets 770 ($76k)
'17'18'19'20'21'22'23'24'25
Revenue (111)Expenses (42)Net assets (770)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $44k to $76k (+73%).

$10k
$30k
$15k
$32k
$20k
$34k
$49k
$44k
$76k
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

15% of HERITAGE ELEMENTARY PARENT TEACHER ORGANIZATION’s revenue is contributions — about as donation-reliant as the typical peer (65% for the typical peer).

This organization
Typical peer · 26,798 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 9 reported years ran a deficit.

−$13k
’17
$20k
’18
−$15k
’19
$17k
’20
−$12k
’21
$14k
’22
$15k
’23
−$5k
’24
$32k
’25
32
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'19'20'21'22'23'24'25
Listed333444344
Joined·+1+0+1+3+0+2+1+1
No longer listed·10030301
03Who funds it

Who funds it, year by year

2019 → 2023: the base broadened from 1 funder to 2 funders, grant income rose $750 → $809.

Funder
'19
'20
'21
'22
'23
total
funders
1
2
2
2
2

1 of 2 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 24% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of HERITAGE ELEMENTARY PARENT TEACHER ORGANIZATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

HERITAGE ELEMENTARY PARENT TEACHER ORGANIZATION leans on a few funders — its largest provides 76% of grant income and the top three 100%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

76%
largest funder
100%
top three
~2
effective funders

Largest funder’s share by year: 2019 100% · 2020 73% · 2021 72% · 2022 80% · 2023 51% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

100% of HERITAGE ELEMENTARY PARENT TEACHER ORGANIZATION's grant income comes from California funders.

CA

In-state vs out-of-state, by year

’19
’20
’21
’22
’23
California out of state home

Funder states come from each funder’s own filing. $1k arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

HERITAGE ELEMENTARY PARENT TEACHER ORGANIZATION runs a healthier operating margin than three-quarters of the 17,277 education nonprofits its size.

Operating margin53% · top quartile
Months of reserve31.9mo · above the median
Revenue growth (annualized)1% · above the median

this organization peer median middle 50% of peers· 17,277 education nonprofits under $100k, FY2025

Organizations like HERITAGE ELEMENTARY PARENT TEACHER ORGANIZATION

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

100% of spending goes to programs.

Program 100%Management 0%Fundraising 0%

Governance

4
board members
0%
independent
–Conflict-of-interest policy–Whistleblower policy–Document retention–Board reviewed the 990–Audited financials

Public support

100%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Screen this organization

A dated, signed PDF of the compliance screen for HERITAGE ELEMENTARY PARENT TEACHER ORGANIZATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds HERITAGE ELEMENTARY PARENT TEACHER ORGANIZATION?
HERITAGE ELEMENTARY PARENT TEACHER ORGANIZATION (California) receives grants from 2 organizations whose IRS filings report $5,322 to it, the largest being SEMPRA FOUNDATION ($4,030). 2 of them have funded it in more than one year.
How many funders does HERITAGE ELEMENTARY PARENT TEACHER ORGANIZATION have?
IRS filings report 2 organizations giving $5,322 in grants to HERITAGE ELEMENTARY PARENT TEACHER ORGANIZATION, 2 of which have funded it in more than one year.
Who is the largest funder of HERITAGE ELEMENTARY PARENT TEACHER ORGANIZATION?
SEMPRA FOUNDATION is the largest funder on record, with $4,030 in grants. The full list of funders is on this page.
How can an organization like HERITAGE ELEMENTARY PARENT TEACHER ORGANIZATION find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Heritage Elementary Parent Teacher Organization →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 2 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing