Civic Intelligence

Lexington Lake Murray Elementary PTA

990EZ • Fiscal year 2017 • EIN 20-2151571

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 05, 2017

205 Wise Ferry RdLexington, SC 29072

(803) 808-1545

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$115,068

Up $16,240 (+16%) from 2016

Net Assets

Up

$115,068

Up $16,240 (+16%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$104,803

Up $13,923 (+15%) from 2016

Expenses

Up

$88,563

Up $8,786 (+11%) from 2016

Net Income

Up

$16,240

Up $5,137 (+46%) from 2016

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

2017

Assets$115,068
Liabilities-
Net Assets$115,068

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

2017

Revenue$104,803
Expenses$88,563
Net Income$16,240
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 5, 2017
Return Version
2016v3.0
Gross Receipts
$104,803
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.-$86,014
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President-$0--
-Vice Preside-$0--
JODIE FEDORKAVice Preside-$0--
-Treasurer-$0--
-Secretary-$0--
MALIA HEIMBACKSpiritwear-$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
8039964719
Signed
2017-10-05
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 650

Form 990-ez, Part I, Line 16

Spiritwear/shirt cost of goods sold 9,723 yearbook sales cost of goods sold 11,267 book fair cost of goods sold 9,851 spring/fall fundraiser cost of goods sold 25,790 expenses bank charges 122 supplies 54 liability insurance 445 100 book club 561 chickfila 3,870 family calendar 1,280 first in math 3,391 grade level field trip 1,857 membership drive 114 music department 784 organizational tees 1,997 pta meeting/family nights 895 red ribbon week 30 safety radio 235 school discretionary fund 151 scholastic news 221 staff appreciation 358 student agendas 1,190 support staff of the year 87 staff holiday party 1,278 teacher luncheon 985 teacher of year 87 winter celebration 2 grad 190 volunteer recognition 13 special olympics 786 3 grade donation 2,661 2 grade party 513 square one art 687 star fall memberships 270 kendall holday party 67 media center/library 159 other operating exp 53 non budget/grant 5,185 total 87,207

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.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA MEMBERSHIP DUES 650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SPIRITWEAR/SHIRT COST OF GOODS SOLD 9,723 YEARBOOK SALES COST OF GOODS SOLD 11,267 BOOK FAIR COST OF GOODS SOLD 9,851 SPRING/FALL FUNDRAISER COST OF GOODS SOLD 25,790 EXPENSES BANK CHARGES 122 SUPPLIES 54 LIABILITY INSURANCE 445 100 BOOK CLUB 561 CHICKFILA 3,870 FAMILY CALENDAR 1,280 FIRST IN MATH 3,391 GRADE LEVEL FIELD TRIP 1,857 MEMBERSHIP DRIVE 114 MUSIC DEPARTMENT 784 ORGANIZATIONAL TEES 1,997 PTA MEETING/FAMILY NIGHTS 895 RED RIBBON WEEK 30 SAFETY RADIO 235 SCHOOL DISCRETIONARY FUND 151 SCHOLASTIC NEWS 221 STAFF APPRECIATION 358 STUDENT AGENDAS 1,190 SUPPORT STAFF OF THE YEAR 87 STAFF HOLIDAY PARTY 1,278 TEACHER LUNCHEON 985 TEACHER OF YEAR 87 WINTER CELEBRATION 2 GRAD 190 VOLUNTEER RECOGNITION 13 SPECIAL OLYMPICS 786 3 GRADE DONATION 2,661 2 GRADE PARTY 513 SQUARE ONE ART 687 STAR FALL MEMBERSHIPS 270 KENDALL HOLDAY PARTY 67 MEDIA CENTER/LIBRARY 159 OTHER OPERATING EXP 53 NON BUDGET/GRANT 5,185 TOTAL 87,207
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
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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
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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