Civic Intelligence

Lexington Lake Murray Elementary PTA

990EZ • Fiscal year 2022 • EIN 20-2151571

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 22, 2022

Organization ProfileN/A
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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

39th percentile

-0.1%

Higher net margin than 39% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

46th percentile

-0.0%

Faster asset growth than 46% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

78th percentile

69%

Faster revenue growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$59,878

Down $26 (-0.0%) from 2021

Net Assets

Down

$59,878

Down $26 (-0.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin39th percentile

Revenue

Up

$28,622

Up $11,664 (+69%) from 2021

Expenses

Up

$28,648

Up $8,356 (+41%) from 2021

Net Income

Up

-$26

Up $3,308 (+99%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

2022

Assets$59,878
Liabilities$0
Net Assets$59,878
Open 2022 Filing

Operations Trend

Revenue Growth78th percentile

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

2022

Revenue$28,622
Expenses$28,648
Net Income-$26
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 22, 2022
Return Version
2021v4.2
Gross Receipts
$28,622
Mission and Program Overview

Mission

Parent teacher association

Program Services

DescriptionGrantsExpenses
FAMILY AND STUDENT ENRICHMENT-$6,708
EDUCATIONAL MATERIALS-$6,708
STAFF SCHOOL EXPENSE-$4,372
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL DAVISPresidentPT$0--
TIFFANY HOLMANVP And Appreciation-$0--
MALIA HEIMBACKVP And Fundraising-$0--
TRACY MITCHELLTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Lexington LAKE MURRAY ELEMENTARY PTA
EIN
20-2151571
Address
205 WISE FERRY RD, LEXINGTON, SC 29072

Signing Officer

Name
Tracy Mitchell
Title
Treasurer
Phone
8038081545
Signed
2022-09-22
Discuss with paid preparer
Yes

Preparer

Firm
James Young CPA
Address
2600 F Central Ave, Charlotte, NC 28205
Preparer
Jim Young
Phone
7043702780
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountEducational Materials 6,708School Staff Expenses 4,372Family and Student Enrichment 6,708Operating Expenses 10,860”

Raw XML Appendix154 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/PersonNm0TRACY MITCHELL
IRS990EZ/BooksInCareOfDetail/PhoneNum08038081545
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0205 WISE FERRY RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029072
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059904
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IRS990EZ/ExcessOrDeficitForYearAmt0-26
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MembershipDuesAmt03943
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BILL DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIFFANY HOLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MALIA HEIMBACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACY MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP AND APPRECIATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP AND FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt028648
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ASSOCIATION
IRS990EZ/ProgramServiceRevenueAmt024045
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FAMILY AND STUDENT ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATIONAL MATERIALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STAFF SCHOOL EXPENSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06708
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16708
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24372
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028648
IRS990EZ/TotalProgramServiceExpensesAmt017788
IRS990EZ/TotalRevenueAmt028622
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04577
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02670
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024045
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt066612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0107723
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0122246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0321084
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0346556
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028622
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt016958
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069282
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0107723
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0123971
IRS990ScheduleA/Total509Grp/TotalAmt0346556
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028622
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt016958
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0107723
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0123971
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0346556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountEducational Materials 6,708School Staff Expenses 4,372Family and Student Enrichment 6,708Operating Expenses 10,860
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tracy Mitchell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08038081545
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lexington LAKE MURRAY ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LEXI
ReturnHeader/Filer/EIN0202151571
ReturnHeader/Filer/USAddress/AddressLine1Txt0205 WISE FERRY RD
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029072
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562151007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES YOUNG CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 F Central Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028205
ReturnHeader/PreparerPersonGrp/PhoneNum07043702780
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jim Young
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-23T12:37:27-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tracy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Mitchell
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,878
Liabilities
$0
Net assets
$59,878
Revenue
$28,622
Expenses
$28,648
Net income
-$26
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