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Oklahoma · Nonprofit

HERITAGE ELEMENTARY PTO

HERITAGE ELEMENTARY PTO (Oklahoma) receives grants from 3 organizations whose IRS filings report $5,267 to it, the largest being AMAZONSMILE FOUNDATION ($3,917). 3 of them have funded it in more than one year, and 74% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$79k
Funders on record
3
Grants received
$5k
Net assets
$120k
3/3 repeat funderspeak grant-dependency 4%
01What it does

What Heritage Elementary PTO does

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.

As stated on its FY2025 Form 990.

Programs

  1. The organization provided services, equipment and supplies that are not provided by edmond public school system to heritage elementary school.

    $48,793 spent
    72% of program spending
  2. 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.

    $19,124 spent
    28% of program spending

The 2 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $67,917.

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 ($70k) Expenses 100 ($59k) Net assets 100 ($54k)2018 Revenue 120 ($84k) Expenses 116 ($68k) Net assets 130 ($70k)2019 Revenue 99 ($69k) Expenses 161 ($95k) Net assets 83 ($45k)2020 Revenue 98 ($69k) Expenses 141 ($83k) Net assets 57 ($31k)2021 Revenue 73 ($51k) Expenses 42 ($25k) Net assets 106 ($57k)2022 Revenue 84 ($59k) Expenses 81 ($47k) Net assets 128 ($69k)2023 Revenue 162 ($114k) Expenses 189 ($111k) Net assets 132 ($72k)2024 Revenue 137 ($96k) Expenses 96 ($57k) Net assets 205 ($111k)2025 Revenue 113 ($79k) Expenses 119 ($70k) Net assets 221 ($120k)
'17'18'19'20'21'22'23'24'25
Revenue (113)Expenses (119)Net assets (221)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 2023 to 2024, from $72k to $111k (+54%).

$54k
$70k
$45k
$31k
$57k
$69k
$72k
$111k
$120k
'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

2% of HERITAGE ELEMENTARY PTO’s revenue is contributions — more earned-revenue than three-quarters of its peers (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. 2 of the last 9 reported years ran a deficit.

$11k
’17
$16k
’18
−$25k
’19
−$14k
’20
$27k
’21
$12k
’22
$3k
’23
$39k
’24
$9k
’25
21
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.

2019202020212022202320242025
Listed5767987
Joined·+2+4+5+5+2+0
No longer listed·054331
03Who funds it

Who funds it, year by year

2020 → 2023: the base broadened from 1 funder to 3 funders, grant income rose $253 → $2k.

1 of 3 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 74% 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 PTO’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 PTO leans on a few funders — its largest provides 74% 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

74% 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 PTO.

74%
largest funder
100%
top three
~2
effective funders

Largest funder’s share by year: 2020 100% · 2021 82% · 2022 76% · 2023 66% — 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

74% of HERITAGE ELEMENTARY PTO's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $1k that is directly attributable, 100% of it comes from funders outside Oklahoma, across 2 states.

CA
TX

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

’21
’22
’23
Oklahoma out of state home

Funder states come from each funder’s own filing. $4k 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 PTO runs a healthier operating margin than half of the 17,277 education nonprofits its size.

Operating margin11% · above the median
Months of reserve20.6mo · 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 PTO

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 Oklahoma

Nationally

05Profile & governance

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

Where the money goes

97% of spending goes to programs.

Program 97%Management 3%Fundraising 0%

Governance

9
board members
100%
independent
–Conflict-of-interest policy–Whistleblower policy–Document retention✓Board reviewed the 990–Audited financials

Footprint & structure

Files a return copy in 1 state

OK

Screen this organization

A dated, signed PDF of the compliance screen for HERITAGE ELEMENTARY PTO: 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 PTO?
HERITAGE ELEMENTARY PTO (Oklahoma) receives grants from 3 organizations whose IRS filings report $5,267 to it, the largest being AMAZONSMILE FOUNDATION ($3,917). 3 of them have funded it in more than one year, and 74% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does HERITAGE ELEMENTARY PTO have?
IRS filings report 3 organizations giving $5,267 in grants to HERITAGE ELEMENTARY PTO, 3 of which have funded it in more than one year.
Who is the largest funder of HERITAGE ELEMENTARY PTO?
AMAZONSMILE FOUNDATION is the largest funder on record, with $3,917 in grants. The full list of funders is on this page.
How can an organization like HERITAGE ELEMENTARY PTO find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Oklahoma. 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 PTO →

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 3 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