Civic Intelligence

Lake Carolina Elemenmtary School PTO

990EZ • Fiscal year 2023 • EIN 06-1645422

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

1151 Kelly Mill RoadBlythewood, SC 29016

(803) 858-2831

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

72nd percentile

19%

Faster asset growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$86,652

Up $13,672 (+19%) from 2022

Net Assets

Up

$86,652

Up $13,672 (+19%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$49,179

Down $6,755 (-12%) from 2022

Expenses

Up

$35,536

Up $539 (+1.5%) from 2022

Net Income

Down

$13,643

Down $7,294 (-35%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $31,930Liabilities 2011: $5,735Net Assets 2011: $26,1952011Assets 2012: $31,698Liabilities 2012: $2,121Net Assets 2012: $29,5772012Assets 2013: $26,060Liabilities 2013: $2,121Net Assets 2013: $23,9392013Assets 2014: $41,951Liabilities 2014: $2,569Net Assets 2014: $39,3822014Assets 2015: $57,202Liabilities 2015: $02015Assets 2016: $51,828Liabilities 2016: $02016Assets 2017: $51,642Liabilities 2017: $0Net Assets 2017: $51,6422017Assets 2018: $37,517Liabilities 2018: $0Net Assets 2018: $37,5172018Assets 2019: $39,184Liabilities 2019: $0Net Assets 2019: $39,1842019Assets 2021: $52,119Liabilities 2021: $0Net Assets 2021: $52,1192021Assets 2022: $72,980Liabilities 2022: $0Net Assets 2022: $72,9802022Assets 2023: $86,652Liabilities 2023: $0Net Assets 2023: $86,6522023Assets 2024: $101,448Liabilities 2024: $0Net Assets 2024: $101,4482024Assets 2025: $90,538Liabilities 2025: $0Net Assets 2025: $90,5382025

Highlighted filing

2023

Assets$86,652
Liabilities$0
Net Assets$86,652

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $59,787Expenses 2011: $55,162Net Income 2011: $4,6252011Expenses 2012: $71,0982012Revenue 2013: $60,893Expenses 2013: $66,531Net Income 2013: -$5,6382013Revenue 2014: $78,719Expenses 2014: $63,276Net Income 2014: $15,4432014Revenue 2015: $101,634Expenses 2015: $81,253Net Income 2015: $20,3812015Revenue 2016: $147,854Expenses 2016: $111,649Net Income 2016: $36,2052016Revenue 2017: $102,283Expenses 2017: $116,188Net Income 2017: -$13,9052017Revenue 2018: $77,799Expenses 2018: $91,922Net Income 2018: -$14,1232018Revenue 2019: $84,333Expenses 2019: $82,717Net Income 2019: $1,6162019Revenue 2021: $31,696Expenses 2021: $29,825Net Income 2021: $1,8712021Revenue 2022: $55,934Expenses 2022: $34,997Net Income 2022: $20,9372022Revenue 2023: $49,179Expenses 2023: $35,536Net Income 2023: $13,6432023Revenue 2024: $47,099Expenses 2024: $30,259Net Income 2024: $16,8402024Revenue 2025: $26,706Expenses 2025: $37,257Net Income 2025: -$10,5512025

Highlighted filing

2023

Revenue$49,179
Expenses$35,536
Net Income$13,643
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$110,572
Mission and Program Overview

Mission

To hold fundraisers for Students

Program Services

DescriptionGrantsExpenses
Boosterthon-$41,924
Book Fairs-$13,479
Gator Fest-$5,976
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Delia MilesTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$80,876$80,876$41,924$38,952
GatorFest$10,214$10,214$391$9,823
Total Events$91,090$91,090$47,720$43,370
Filing and Contact Details

Filer

Filer Name
Lake Carolina Elementary PTO
EIN
06-1645422
Address
1151 Kelly Mill Road, Blythewood, SC 29016

Signing Officer

Name
Shatika Spearman
Title
Treasurer
Phone
8035182831
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
RBH Business Solutions LLC
Address
10171-B Two Notch Rd, Columbia, SC 29229
Preparer
Elliot D Hayes Jr
Phone
8034549573
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountInterest Income 24

Description of other expenses Part I line 16

Description AmountMerchant Services Fees 551Treasurer Supplies 73Board Annual Dinner 143Miscellaneous 158Secretary of State Registration 50School Support 21,294Faculty/Staff Support 2,585Celebrations 9,169Bank Charges 13

Other changes in net assets or fund balances Part I line 20

Description AmountReconciling Difference 29

Raw XML Appendix178 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/PersonNm0Delia Miles
IRS990EZ/BooksInCareOfDetail/PhoneNum08038582831
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01151 Kelly Mill Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Blythewood
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029016
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072980
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086652
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01104
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013643
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072980
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086652
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072980
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086652
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Delia Miles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt029
IRS990EZ/OtherExpensesTotalAmt034036
IRS990EZ/OtherRevenueTotalAmt024
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To hold fundraisers for Students
IRS990EZ/PrintingPublicationsPostageAmt01500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Boosterthon
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Gator Fest
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Book Fairs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041924
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15976
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213479
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt061393
IRS990EZ/SpecialEventsNetIncomeLossAmt048051
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035536
IRS990EZ/TotalProgramServiceExpensesAmt061379
IRS990EZ/TotalRevenueAmt049179
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01104
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01001
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0909
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0684
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0584
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04282
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0111
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0151
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01846
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt065284
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt041991
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0109121
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0109018
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0108657
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt054976
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0106335
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt092509
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0471495
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0111
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0151
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0584898
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0110122
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0109658
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057731
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0172303
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0135084
IRS990ScheduleA/Total509Grp/TotalAmt0584898
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0110146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0109661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057734
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0172313
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0135195
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0585049
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt047720
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt05236
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt05236
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GatorFest
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0169
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0169
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt080876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt091090
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt080876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt091090
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043370
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt042315
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt041924
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0391
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountInterest Income 24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountMerchant Services Fees 551Treasurer Supplies 73Board Annual Dinner 143Miscellaneous 158Secretary of State Registration 50School Support 21,294Faculty/Staff Support 2,585Celebrations 9,169Bank Charges 13
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountReconciling Difference 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Shatika Spearman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08035182831
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Carolina Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0061645422
ReturnHeader/Filer/USAddress/AddressLine1Txt01151 Kelly Mill Road
ReturnHeader/Filer/USAddress/CityNm0Blythewood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810547819
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RBH Business Solutions LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010171-B Two Notch Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029229
ReturnHeader/PreparerPersonGrp/PhoneNum08034549573
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elliot D Hayes Jr
ReturnHeader/ReturnTs02024-05-15T19:36:56-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Shatika
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Spearman
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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.$0.91$0.00$0.91$0.27$0.37$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.47$0.30$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.49$0.36$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.56$0.35$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.32$0.30$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.84$0.83$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.78$0.92$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.02$1.16$0.14
2016Summary only. Only limited summary data is available for this year.$0.52$0.00$1.48$1.12$0.36
2015Summary only. Only limited summary data is available for this year.$0.57$0.00$1.02$0.81$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.03$0.39$0.79$0.63$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.02$0.24$0.61$0.67$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.02$0.30$0.71
2011Summary only. Only limited summary data is available for this year.$0.32$0.06$0.26$0.60$0.55$0.05