Heath Elementary Ptso
Heath Elementary Ptso maintains stable finances with consistent revenue and zero officer compensation.
EIN: 20723788 · West Paducah, KY · NTEE: B94 · Updated: 2026-03-28
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Heath Elementary Ptso is mapped to EIN 20723788.
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7 stored filing years available.
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85% program spend, health grade A
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| Metric | Value |
|---|---|
| Total Revenue | $88K |
| Total Expenses | $58K |
| Program Spending | 85% |
| Net Assets | $25K |
| Transparency Score | 85/100 |
Search Intent Cockpit
Heath Elementary Ptso Form 990, Revenue, CEO Pay, and IRS Filing Signals
Heath Elementary Ptso is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Heath Elementary Ptso in one place.
Form 990 Filing Summary
7 filing years are available, with latest revenue of $70K and expenses of $58K.
Revenue and Expenses
Heath Elementary Ptso reported $70K in revenue and $58K in expenses, a surplus of $12K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
85/100 mission score, 0 red flags, and 5 strengths are shown from structured and AI review.
Is Heath Elementary Ptso Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $49K (85%) |
Across stored filings, Heath Elementary Ptso shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Appears Legitimate | Good filing record; no red flags identified |
| Mission spend | 85% to programs | Excellent |
| Financial durability | Grade A | 7 stored filing years |
| Peer context | Compare with Carriage Museum Of America | Kentucky and Education context |
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West Paducah, KY nonprofitsEducation in Kentucky
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Heath Elementary Ptso directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Heath Elementary Ptso
Heath Elementary Ptso (EIN: 20723788) is a nonprofit organization based in West Paducah, KY, classified under NTEE code B94. The organization reported total revenue of $88K and total assets of $39K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Heath Elementary Ptso's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Heath Elementary Ptso is a micro nonprofit that has been operating for 22 years, with 7 years of IRS 990 filings on record (2017–2023). Revenue has grown at a compound annual rate of -0.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $70K |
| Total Expenses | $58K |
| Surplus / Deficit | +$12K |
| Total Assets | $25K |
| Net Assets | $25K |
| Operating Margin | 17.7% |
| Months of Reserves | 5.1 months |
Financial Health Grade: A
In 2023, Heath Elementary Ptso reported a surplus of $12K with revenue exceeding expenses, holds 5.1 months of operating reserves (adequate).
Financial Trends
Over 7 years of filings (2017–2023), Heath Elementary Ptso's revenue has declined at a compound annual growth rate (CAGR) of -0.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +19.8% | -38.0% | +101.9% |
| 2022 | +16.4% | +248.9% | -72.2% |
| 2021 | +37.8% | -38.3% | +116.8% |
| 2020 | -51.5% | -40.9% | -24.9% |
| 2019 | -0.5% | +0.8% | +8.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 2004 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Heath Elementary Ptso with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Heath Elementary Ptso allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $12K, with revenue exceeding expenses.
Executive Compensation Analysis
Executive compensation is consistently reported as 0%, indicating a volunteer-led organization, which is typical for a PTSO of this size and mission.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Heath Elementary Ptso:
- Consistent IRS 990 filing history, demonstrating transparency.
- Zero officer compensation reported across all periods, indicating a volunteer-driven model.
- Consistently reports zero liabilities, showing strong financial management and no debt.
- Healthy asset growth from $21,666 in 2017 to $38,870 currently.
- Expenses generally align with or are less than revenue, indicating efficient spending (e.g., 2023: Revenue $69,959, Expenses $57,580).
Frequently Asked Questions about Heath Elementary Ptso
Is Heath Elementary Ptso a legitimate charity?
Heath Elementary Ptso (EIN: 20723788) is a registered tax-exempt nonprofit based in Kentucky. Our AI analysis gives it a Mission Score of 85/100. It has 7 years of IRS 990 filings on record. Total revenue: $88K. No red flags identified. 5 strengths noted. Financial health grade: A.
How does Heath Elementary Ptso spend its money?
Heath Elementary Ptso directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Heath Elementary Ptso tax-deductible?
Heath Elementary Ptso is registered as a tax-exempt nonprofit (EIN: 20723788). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Heath Elementary Ptso's spending goes to programs?
Heath Elementary Ptso directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Heath Elementary Ptso compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Heath Elementary Ptso is above average for NTEE category B94 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Heath Elementary Ptso located?
Heath Elementary Ptso is headquartered in West Paducah, Kentucky and files with the IRS under EIN 20723788. It is classified under NTEE code B94.
How many years of IRS 990 filings does Heath Elementary Ptso have?
Heath Elementary Ptso has 7 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $88K in total revenue.
Is Heath Elementary Ptso a good charity?
Yes, Heath Elementary Ptso appears to be a good charity. It consistently files its IRS 990s, reports zero officer compensation, and maintains a healthy asset base. Its spending is likely directed towards its educational mission, and it has a strong track record of financial stability, with only one notable year (2022) where expenses significantly exceeded revenue.
How has Heath Elementary Ptso's financial health changed over time?
Heath Elementary Ptso has shown consistent financial health. While revenue and expenses fluctuate year-to-year, assets have generally grown from $21,666 in 2017 to $38,870 currently. The organization has consistently maintained zero liabilities, indicating strong financial management.
What was the reason for the high expenses in 2022?
In 2022, Heath Elementary Ptso reported expenses of $92,825 against revenues of $58,393. Without detailed expense breakdowns, it's not possible to pinpoint the exact reason, but it could be attributed to a significant one-time project, a large purchase for the school, or a temporary dip in fundraising while maintaining program activities.
Filing History
IRS 990 filing history for Heath Elementary Ptso showing financial trends over 7 years of public records:
Over 7 years of IRS 990 filings (2017–2023), Heath Elementary Ptso's revenue has declined by 0.5%, moving from $70K to $70K. Total assets increased by 13.2% over the same period, from $22K to $25K. Total functional expenses rose by 10.4%, from $52K to $58K. In its most recent filing year (2023), Heath Elementary Ptso reported a surplus of $12K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $70K | $58K | $25K | $0 | — | — |
| 2022 | $58K | $93K | $12K | $0 | — | View 990 |
| 2021 | $50K | $27K | $44K | $0 | — | View 990 |
| 2020 | $36K | $43K | $20K | $0 | — | View 990 |
| 2019 | $75K | $73K | $27K | $0 | — | View 990 |
| 2018 | $75K | $72K | $25K | $0 | — | View 990 |
| 2017 | $70K | $52K | $22K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $70K, expenses of $58K, and assets of $25K (revenue +19.8% year-over-year).
- 2022: Revenue of $58K, expenses of $93K, and assets of $12K (revenue +16.4% year-over-year).
- 2021: Revenue of $50K, expenses of $27K, and assets of $44K (revenue +37.8% year-over-year).
- 2020: Revenue of $36K, expenses of $43K, and assets of $20K (revenue -51.5% year-over-year).
- 2019: Revenue of $75K, expenses of $73K, and assets of $27K (revenue -0.5% year-over-year).
- 2018: Revenue of $75K, expenses of $72K, and assets of $25K (revenue +7.3% year-over-year).
- 2017: Revenue of $70K, expenses of $52K, and assets of $22K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Heath Elementary Ptso:
Data Sources and Methodology
This transparency report for Heath Elementary Ptso is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.