Civic Intelligence

Forest Lake Elementary PTO Inc

990EZ • Fiscal year 2016 • EIN 05-0566582

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 27, 2017

6801 Brookfield RoadColumbia, SC 29206

(803) 782-0470

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

59th percentile

7.3%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

55%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$32,912

Up $2,253 (+7.3%) from 2015

Net Assets

Up

$32,912

Up $2,253 (+7.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$16,518

Up $5,845 (+55%) from 2015

Expenses

Up

$14,265

Up $1,023 (+7.7%) from 2015

Net Income

Up

$2,253

Up $4,822 (+188%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $32,051Liabilities 2011: $0Net Assets 2011: $32,0512011Assets 2012: $36,698Liabilities 2012: $0Net Assets 2012: $36,6982012Assets 2013: $29,758Liabilities 2013: $0Net Assets 2013: $29,7582013Assets 2014: $33,228Liabilities 2014: $0Net Assets 2014: $33,2282014Assets 2015: $30,659Liabilities 2015: $0Net Assets 2015: $30,6592015Assets 2016: $32,912Liabilities 2016: $0Net Assets 2016: $32,9122016Assets 2017: $33,807Liabilities 2017: $0Net Assets 2017: $33,8072017Assets 2018: $37,859Liabilities 2018: $0Net Assets 2018: $37,8592018Assets 2019: $44,602Liabilities 2019: $0Net Assets 2019: $44,6022019Assets 2020: $52,675Liabilities 2020: $0Net Assets 2020: $52,6752020Assets 2021: $60,288Liabilities 2021: $0Net Assets 2021: $60,2882021Assets 2022: $59,351Liabilities 2022: $0Net Assets 2022: $59,3512022Assets 2023: $56,095Liabilities 2023: $0Net Assets 2023: $56,0952023Assets 2024: $76,695Liabilities 2024: $0Net Assets 2024: $76,6952024Assets 2025: $78,324Net Assets 2025: $78,3242025

Highlighted filing

2016

Assets$32,912
Liabilities$0
Net Assets$32,912

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2011: $22,717Expenses 2011: $9,893Net Income 2011: $12,8242011Revenue 2012: $16,387Expenses 2012: $11,740Net Income 2012: $4,6472012Revenue 2013: $10,252Expenses 2013: $17,192Net Income 2013: -$6,9402013Revenue 2014: $18,050Expenses 2014: $14,580Net Income 2014: $3,4702014Revenue 2015: $10,673Expenses 2015: $13,242Net Income 2015: -$2,5692015Revenue 2016: $16,518Expenses 2016: $14,265Net Income 2016: $2,2532016Revenue 2017: $18,144Expenses 2017: $17,249Net Income 2017: $8952017Revenue 2018: $17,589Expenses 2018: $13,537Net Income 2018: $4,0522018Revenue 2019: $21,486Expenses 2019: $14,743Net Income 2019: $6,7432019Revenue 2020: $18,574Expenses 2020: $10,501Net Income 2020: $8,0732020Revenue 2021: $10,117Expenses 2021: $2,504Net Income 2021: $7,6132021Revenue 2022: $12,991Expenses 2022: $13,928Net Income 2022: -$9372022Revenue 2023: $19,740Expenses 2023: $22,996Net Income 2023: -$3,2562023Revenue 2024: $32,115Expenses 2024: $11,515Net Income 2024: $20,6002024Revenue 2025: $30,149Expenses 2025: $28,520Net Income 2025: $1,6292025

Highlighted filing

2016

Revenue$16,518
Expenses$14,265
Net Income$2,253
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 27, 2017
Return Version
2015v3.0
Gross Receipts
$31,933
Mission and Program Overview

Mission

Forest lake elementary pto, inc. Is dedicated to promoting the welfare of children and youth in the home, school and community and to bring into closer relationship the home and the school.

Program Services

DescriptionGrantsExpenses
PROVIDING SUPPLIES FOR FOREST LAKE ELEMENTARY SCHOOL GUIDANCEOFFICE, FUNDS FOR VOLUNTEER AND STAFF APPRECIATION GIFTS, FUNDSFOR STUDENT AWARDS / END OF YEAR CELEBRATION, FUNDING FOR FAMILYNIGHT, SCIENCE FEST AND OTHER EDUCATIONAL PROGRAMS TO PROMOTECLOSER RELATIONSHIPS BETWEEN THE SCHOOL AND STUDENTS HOMES.$0$9,639
FUNDS TO THE FOREST LAKE ELEMENTARY MEDIA DEPARTMENT FOR PURPOSESOF PURCHASING BOOKS AND NECESSARY MATERIALS FOR THE SCHOOLS' MEDIACENTER AND TEACHER LIBRARY. PROVIDE FUNDING TO ENABLE AUTHORS ANDRESIDENT ARTISTS TO VISIT THE SCHOOL FOR THE EDUCATIONAL BENEFITOF THE STUDENTS OF FOREST LAKE ELEMENTARY SCHOOL.$0$3,271
FUNDS TO THE FOREST LAKE ELEMENTARY ART DEPARTMENT FOR HALLDISPLAYS AND FOR DISPLAYING STUDENTS' ARTWORK IN LOCAL BUSINESSESIN ORDER TO CREATE A COMFORTABLE LEARNING ENVIRONMENT FOR THESTUDENTS AND TO PROMOTE A CLOSER RELATIONSHIP BETWEEN THESTUDENTS, FACULTY AND LOCAL COMMUNITY.$0$800
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI WALLACEPresidentPT$0--
SARAH TODDTreasurerPT$0--
JANICE PRATTVice PresidentPT$0--
TORINA WOODSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough Sales$22,448$13,228$13,228$0
Total Events$22,448$13,228$13,228$0
Filing and Contact Details

Filer

Filer Name
Forest Lake Elementary Pto Inc
EIN
05-0566582
Phone
8037820470
Address
6801 Brookfield Road, Columbia, SC 29206

Signing Officer

Name
Sarah Todd
Title
Treasurer
Phone
8037820470
Signed
2017-01-27
Discuss with paid preparer
Yes

Preparer

Firm
Sellars Cole & Bachkosky LLC
Address
3205 Devine Street, Columbia, SC 29205-1847
Preparer
Mary Jo Cole
Phone
8037650083
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Interest Income Palmetto Citizen Checking. Amount: 1

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: GRANTS PAID. Grantee Name: FOREST LAKE ELEMENTARY SCHOOL. Grantee Address: 6801 BROOKFIELD ROAD COLUMBIA, SC 29206. Grantee Relationship: 501C(3). Amount Given: 13,710.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: BANK SERVICE FEES. Amount: 403. Description: BUSINESS REGISTRATION FEES. Amount: 152. Total to Form 990-EZ, line 16: 555.

Raw XML Appendix185 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08037820470
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBIA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEIDI WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH TODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANICE PRATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TORINA WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0555
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FOREST LAKE ELEMENTARY PTO, INC. IS DEDICATED TO PROMOTING THE WELFARE OF CHILDREN AND YOUTH IN THE HOME, SCHOOL AND COMMUNITY AND TO BRING INTO CLOSER RELATIONSHIP THE HOME AND THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING SUPPLIES FOR FOREST LAKE ELEMENTARY SCHOOL GUIDANCEOFFICE, FUNDS FOR VOLUNTEER AND STAFF APPRECIATION GIFTS, FUNDSFOR STUDENT AWARDS / END OF YEAR CELEBRATION, FUNDING FOR FAMILYNIGHT, SCIENCE FEST AND OTHER EDUCATIONAL PROGRAMS TO PROMOTECLOSER RELATIONSHIPS BETWEEN THE SCHOOL AND STUDENTS HOMES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDS TO THE FOREST LAKE ELEMENTARY MEDIA DEPARTMENT FOR PURPOSESOF PURCHASING BOOKS AND NECESSARY MATERIALS FOR THE SCHOOLS' MEDIACENTER AND TEACHER LIBRARY. PROVIDE FUNDING TO ENABLE AUTHORS ANDRESIDENT ARTISTS TO VISIT THE SCHOOL FOR THE EDUCATIONAL BENEFITOF THE STUDENTS OF FOREST LAKE ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FUNDS TO THE FOREST LAKE ELEMENTARY ART DEPARTMENT FOR HALLDISPLAYS AND FOR DISPLAYING STUDENTS' ARTWORK IN LOCAL BUSINESSESIN ORDER TO CREATE A COMFORTABLE LEARNING ENVIRONMENT FOR THESTUDENTS AND TO PROMOTE A CLOSER RELATIONSHIP BETWEEN THESTUDENTS, FACULTY AND LOCAL COMMUNITY.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09639
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13271
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2800
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01539
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01987
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03148
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010095
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016511
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08265
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03205
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt049770
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011
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IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014538
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt059876
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE DOUGH SALES
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income Palmetto Citizen Checking. Amount: 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: GRANTS PAID. Grantee Name: FOREST LAKE ELEMENTARY SCHOOL. Grantee Address: 6801 BROOKFIELD ROAD COLUMBIA, SC 29206. Grantee Relationship: 501C(3). Amount Given: 13,710.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: BANK SERVICE FEES. Amount: 403. Description: BUSINESS REGISTRATION FEES. Amount: 152. Total to Form 990-EZ, line 16: 555.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH TODD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08037820470
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Forest Lake Elementary Pto Inc
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0050566582
ReturnHeader/Filer/PhoneNum08037820470
ReturnHeader/Filer/USAddress/AddressLine1Txt06801 Brookfield Road
ReturnHeader/Filer/USAddress/CityNm0Columbia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029206
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582292735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sellars Cole & Bachkosky LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03205 Devine Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0292051847
ReturnHeader/PreparerPersonGrp/PhoneNum08037650083
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Jo Cole
ReturnHeader/ReturnTs02017-01-27T09:19:35-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$78.3$78.3$30.1$28.5$1.63
2024Detailed filing. Detailed filing data is available for this year.$76.7$0.00$76.7$32.1$11.5$20.6
2023Detailed filing. Detailed filing data is available for this year.$56.1$0.00$56.1$19.7$23.0$3.26
2022Detailed filing. Detailed filing data is available for this year.$59.4$0.00$59.4$13.0$13.9$0.94
2021Detailed filing. Detailed filing data is available for this year.$60.3$0.00$60.3$10.1$2.50$7.61
2020Detailed filing. Detailed filing data is available for this year.$52.7$0.00$52.7$18.6$10.5$8.07
2019Detailed filing. Detailed filing data is available for this year.$44.6$0.00$44.6$21.5$14.7$6.74
2018Detailed filing. Detailed filing data is available for this year.$37.9$0.00$37.9$17.6$13.5$4.05
2017Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$18.1$17.2$0.90
2016Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$16.5$14.3$2.25
2015Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$10.7$13.2$2.57
2014Detailed filing. Detailed filing data is available for this year.$33.2$0.00$33.2$18.1$14.6$3.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.8$0.00$29.8$10.3$17.2$6.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.7$0.00$36.7$16.4$11.7$4.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.1$0.00$32.1$22.7$9.89$12.8