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North Carolina · Nonprofit

Heritage Elementary PTA NC

Heritage Elementary PTA NC (North Carolina) receives grants from 2 organizations whose IRS filings report $1,407 to it, the largest being The Bank of America Charitable Foundation Inc ($1,000). 2 of them have funded it in more than one year.

Revenue FY2026
$38k
Funders on record
2
Grants received
$1k
Net assets
$52k
2/2 repeat funderspeak grant-dependency 2%
01What it does

What Heritage Elementary PTA NC does

Mission

To build a strong, cooperative relationship between parents, teachers and staff to fulfill the educational potential for every student.

As stated on its FY2026 Form 990-EZ.

Programs

  1. The PTA provides funds to teachers & specialists to purchasesupplies to supplement their curriculum. Each teacher was offered up to$100 while specialists were allotted a higher amount.

    $10,554 spent
    44% of program spending
  2. The PTA showed their support for teachers and staff by hosting breakfasts and lunches, and providing treatson numerous occasions.

    $3,265 spent
    14% of program spending
  3. Performances for all students are arranged through the UnitedArts Council. Performances often include authors, musicians, storytellers, etc.

    $1,750 spent
    7% of program spending
  4. See attached

    $8,198 spent
    34% of program spending

The 4 programs described on its FY2025 Form 990-EZ. Program spending in total: $23,767.

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.

100 = 20172017 Revenue 100 ($58k) Expenses 100 ($44k) Net assets 100 ($37k)2018 Revenue 93 ($54k) Expenses 105 ($47k) Net assets 120 ($45k)2019 Revenue 88 ($51k) Expenses 144 ($64k) Net assets 86 ($32k)2020 Revenue 71 ($42k) Expenses 78 ($35k) Net assets 88 ($33k)2021 Revenue 43 ($25k) Expenses 28 ($12k) Net assets 122 ($45k)2022 Revenue 60 ($35k) Expenses 40 ($18k) Net assets 166 ($62k)2023 Revenue 85 ($49k) Expenses 139 ($62k) Net assets 133 ($50k)2024 Revenue 71 ($41k) Expenses 119 ($53k) Net assets 102 ($38k)2025 Revenue 73 ($43k) Expenses 86 ($38k) Net assets 114 ($43k)2026 Revenue 64 ($38k) Expenses 63 ($28k) Net assets 140 ($52k)
'17'18'19'20'21'22'23'24'25'26
Revenue (64)Expenses (63)Net assets (140)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $45k to $62k (+36%).

$37k
$45k
$32k
$33k
$45k
$62k
$50k
$38k
$43k
$52k
'17'18'19'20'21'22'23'24'25'26
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
2026
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 10 reported years ran a deficit.

$14k
’17
$7k
’18
−$13k
’19
$7k
’20
$13k
’21
$17k
’22
−$12k
’23
−$12k
’24
$5k
’25
$10k
’26
03Who funds it

Who funds it, year by year

2020 → 2023: the base narrowed from 2 funders to 1 funder, grant income fell $586 → $115.

1 of 2 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 29% 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 PTA NC’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 PTA NC leans on a few funders — its largest provides 71% 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

29% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund Heritage Elementary PTA NC.

71%
largest funder
100%
top three
~2
effective funders

Largest funder’s share by year: 2020 85% · 2021 100% · 2022 81% · 2023 100% — growing more concentrated.

“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 PTA NC's grant income comes from North Carolina funders.

NC

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

’20
’22
North Carolina out of state home

Funder states come from each funder’s own filing. $407 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

Organizations like Heritage Elementary PTA NC

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 North Carolina

Nationally

05Profile & governance

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

Public support

99%

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 PTA NC: 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.

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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 PTA NC?
Heritage Elementary PTA NC (North Carolina) receives grants from 2 organizations whose IRS filings report $1,407 to it, the largest being The Bank of America Charitable Foundation Inc ($1,000). 2 of them have funded it in more than one year.
How many funders does Heritage Elementary PTA NC have?
IRS filings report 2 organizations giving $1,407 in grants to Heritage Elementary PTA NC, 2 of which have funded it in more than one year.
Who is the largest funder of Heritage Elementary PTA NC?
The Bank of America Charitable Foundation Inc is the largest funder on record, with $1,000 in grants. The full list of funders is on this page.
How can an organization like Heritage Elementary PTA NC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in North Carolina. 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 PTA NC →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2026 (financials across 2017–2026), 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