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

$88KRevenue
$39KAssets
85/100Mission Score (Excellent)
B94

Is Heath Elementary Ptso Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

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.

AI Transparency Report

Heath Elementary Ptso demonstrates consistent financial activity typical of a parent-teacher organization, with revenues fluctuating between $36,402 and $75,418 over the past seven years. The organization consistently reports zero liabilities and zero officer compensation, indicating a volunteer-led structure and sound financial management regarding debt. Their assets have shown growth, from $21,666 in 2017 to $38,870 currently, suggesting a healthy accumulation of resources. The organization's spending efficiency appears generally strong, with expenses often aligning closely with or being less than revenue, as seen in 2023 where revenue was $69,959 and expenses were $57,580. However, there was a notable period in 2022 where expenses ($92,825) significantly exceeded revenue ($58,393), which could indicate a specific project or a temporary dip in fundraising. Given the nature of a PTSO, most spending is likely directed towards program-related activities benefiting students and the school. Transparency is high, as evidenced by consistent IRS 990 filings and the clear reporting of no officer compensation, which simplifies financial oversight. The absence of liabilities across all reported periods further enhances their transparency and financial stability. Overall, Heath Elementary Ptso appears to be a well-managed, volunteer-driven organization focused on its mission.

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

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.

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:

Frequently Asked Questions about Heath Elementary Ptso

Is Heath Elementary Ptso a legitimate charity?

Based on AI analysis of IRS 990 filings, Heath Elementary Ptso (EIN: 20723788) appears legitimate. Mission Score: 85/100. 0 red flags identified, 5 strengths noted.

How does Heath Elementary Ptso spend its money?

Heath Elementary Ptso directs 85% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

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.

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.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp.PDF
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

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.

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