Civic Intelligence

Lexington Lake Murray Elementary PTA

990EZ • Fiscal year 2016 • EIN 20-2151571

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 10, 2016

205 Wise Ferry RdLexington, SC 29072

(803) 808-1545

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% 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

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

94th percentile

126%

Faster revenue growth than 94% of similar nonprofits.

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

Assets

Up

$98,828

Up $11,103 (+13%) from 2015

Net Assets

$98,828

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$90,880

Up $50,751 (+126%) from 2015

Expenses

Up

$79,777

Up $61,483 (+336%) from 2015

Net Income

Down

$11,103

Down $10,732 (-49%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $22,703Liabilities 2011: $0Net Assets 2011: $22,7032011Assets 2012: $26,716Liabilities 2012: $02012Assets 2013: $44,107Liabilities 2013: $02013Assets 2014: $65,890Liabilities 2014: $02014Assets 2015: $87,725Liabilities 2015: $02015Assets 2016: $98,828Net Assets 2016: $98,8282016Assets 2017: $115,068Net Assets 2017: $115,0682017Assets 2018: $124,964Liabilities 2018: $02018Assets 2019: $91,937Liabilities 2019: $02019Assets 2020: $72,042Liabilities 2020: $02020Assets 2021: $59,904Liabilities 2021: $0Net Assets 2021: $59,9042021Assets 2022: $59,878Liabilities 2022: $0Net Assets 2022: $59,8782022Assets 2023: $83,449Liabilities 2023: $0Net Assets 2023: $83,4492023Assets 2024: $90,648Liabilities 2024: $0Net Assets 2024: $90,6482024Assets 2025: $98,309Liabilities 2025: $0Net Assets 2025: $98,3092025

Highlighted filing

2016

Assets$98,828
Liabilities-
Net Assets$98,828

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $95,4742011Revenue 2012: $66,186Expenses 2012: $62,173Net Income 2012: $4,0132012Revenue 2013: $60,854Expenses 2013: $43,463Net Income 2013: $17,3912013Revenue 2014: $47,161Expenses 2014: $25,431Net Income 2014: $21,7302014Revenue 2015: $40,129Expenses 2015: $18,294Net Income 2015: $21,8352015Revenue 2016: $90,880Expenses 2016: $79,777Net Income 2016: $11,1032016Revenue 2017: $104,803Expenses 2017: $88,563Net Income 2017: $16,2402017Revenue 2018: $123,971Expenses 2018: $114,075Net Income 2018: $9,8962018Revenue 2019: $107,723Expenses 2019: $140,750Net Income 2019: -$33,0272019Revenue 2020: $69,282Expenses 2020: $89,177Net Income 2020: -$19,8952020Revenue 2021: $16,958Expenses 2021: $20,292Net Income 2021: -$3,3342021Revenue 2022: $28,622Expenses 2022: $28,648Net Income 2022: -$262022Revenue 2023: $125,600Expenses 2023: $102,029Net Income 2023: $23,5712023Revenue 2024: $120,837Expenses 2024: $113,638Net Income 2024: $7,1992024Revenue 2025: $104,703Expenses 2025: $97,042Net Income 2025: $7,6612025

Highlighted filing

2016

Revenue$90,880
Expenses$79,777
Net Income$11,103
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$90,880
Mission and Program Overview

Mission

Parent teacher association

The pta for lake murray elementary primary purpose is to promote and support the education of the students.

Program Services

DescriptionGrantsExpenses
THE PTA WAS ESTABLISHED AT LAKE MURRAY ELEMENTARY TO PROMOTE AND ASSIST WITH THE EDUCATION AND SUPPORT OF THE TEACHER AND STUDENT. THE TEACHERS AND PARENTS BECOME MEMBERS AND RAISE FUNDS TO HELP PROVIDE THE TEACHERS AND STUDENTS WITH BOOKS, TRAINING AND SUPPLIES TO FURTHER THEIR EDUCATION.-$76,440
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-PresidentPT$0--
-Vice PresidePT$0--
-Vice PresidePT$0--
-TreasurerPT$0--
-SecretaryPT$0--
LARA MORRISMembership CPT$0--
STEPHANIE WINGARDSpiritwearPT$0--
Filing and Contact Details

Filer

Filer Name
Lexington Elementary Pta
EIN
20-2151571
Phone
8038081545
Address
205 WISE FERRY RD, LEXINGTON, SC 29072

Signing Officer

Name
Julie Myrick
Title
Treasurer
Phone
8038213100
Signed
2016-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Jb Merritt & Associates LLC
Address
220 SWARTZ RD, LEXINGTON, SC 29072
Preparer
John B Merritt CPA
Phone
8033591041
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Pta membership dues 1,014

Form 990-ez, Part I, Line 16

Spiritwear/shirt cost of goods sold 10,252 yearbook sales cost of goods sold 12,694 book fair cost of goods sold 7,696 spring/fall fundraiser cost of goods sold 19,406 expenses bank charges 252 supplies 330 liability insurance 355 art department 1,074 chickfila 2,450 family calendar 1,339 family reading 1,095 field day snaks 132 educational material 5,992 grade level activites 6,427 membership drive 114 nurses 214 organizational tees 2,041 pta meeting/family nights 982 red ribbon week 401 safety radio 276 scsos registration 50 school discretionary fund 899 staff appreciation 302 staff teacher gifts 121 t-shirts 2,390 teacher luncheon 1,021 teacher of year 80 wlecome back 59 total 78,444

Form 990-ez, Part I, Line 20

RECONCILING DIFFERENCE 0

Form 990-ez, Part III

The pta for lake murray elementary primary purpose is to promote and support the education of the students.

Form 990-ez, Part III, Line 28

The pta was established at lake murray elementary to promote and assist with the education and support of the teacher and student. The teachers and parents become members and raise funds to help provide the teachers and students with books, training and supplies to further their education.

Raw XML Appendix159 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LARA MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE WINGARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SPIRITWEAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt078444
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt089077
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt076440
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA MEMBERSHIP DUES 1,014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SPIRITWEAR/SHIRT COST OF GOODS SOLD 10,252 YEARBOOK SALES COST OF GOODS SOLD 12,694 BOOK FAIR COST OF GOODS SOLD 7,696 SPRING/FALL FUNDRAISER COST OF GOODS SOLD 19,406 EXPENSES BANK CHARGES 252 SUPPLIES 330 LIABILITY INSURANCE 355 ART DEPARTMENT 1,074 CHICKFILA 2,450 FAMILY CALENDAR 1,339 FAMILY READING 1,095 FIELD DAY SNAKS 132 EDUCATIONAL MATERIAL 5,992 GRADE LEVEL ACTIVITES 6,427 MEMBERSHIP DRIVE 114 NURSES 214 ORGANIZATIONAL TEES 2,041 PTA MEETING/FAMILY NIGHTS 982 RED RIBBON WEEK 401 SAFETY RADIO 276 SCSOS REGISTRATION 50 SCHOOL DISCRETIONARY FUND 899 STAFF APPRECIATION 302 STAFF TEACHER GIFTS 121 T-SHIRTS 2,390 TEACHER LUNCHEON 1,021 TEACHER OF YEAR 80 WLECOME BACK 59 TOTAL 78,444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECONCILING DIFFERENCE 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PTA FOR LAKE MURRAY ELEMENTARY PRIMARY PURPOSE IS TO PROMOTE AND SUPPORT THE EDUCATION OF THE STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PTA WAS ESTABLISHED AT LAKE MURRAY ELEMENTARY TO PROMOTE AND ASSIST WITH THE EDUCATION AND SUPPORT OF THE TEACHER AND STUDENT. THE TEACHERS AND PARENTS BECOME MEMBERS AND RAISE FUNDS TO HELP PROVIDE THE TEACHERS AND STUDENTS WITH BOOKS, TRAINING AND SUPPLIES TO FURTHER THEIR EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE MYRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08038213100
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEXINGTON ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LEXI
ReturnHeader/Filer/EIN0202151571
ReturnHeader/Filer/PhoneNum08038081545
ReturnHeader/Filer/USAddress/AddressLine1Txt0205 WISE FERRY RD
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029072
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571134447
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JB MERRITT & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 SWARTZ RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029072
ReturnHeader/PreparerPersonGrp/PhoneNum08033591041
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN B MERRITT CPA
ReturnHeader/ReturnTs02016-12-05T11:20:36-05:00
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.$0.98$0.00$0.98$1.05$0.97$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.21$1.14$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$1.26$1.02$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.29$0.29$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.17$0.20$0.03
2020Summary only. Only limited summary data is available for this year.$0.72$0.00$0.69$0.89$0.20
2019Summary only. Only limited summary data is available for this year.$0.92$0.00$1.08$1.41$0.33
2018Summary only. Only limited summary data is available for this year.$1.25$0.00$1.24$1.14$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.15$1.15$1.05$0.89$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.91$0.80$0.11
2015Summary only. Only limited summary data is available for this year.$0.88$0.00$0.40$0.18$0.22
2014Summary only. Only limited summary data is available for this year.$0.66$0.00$0.47$0.25$0.22
2013Summary only. Only limited summary data is available for this year.$0.44$0.00$0.61$0.43$0.17
2012Summary only. Only limited summary data is available for this year.$0.27$0.00$0.66$0.62$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$0.95