Civic Intelligence

Wateree Elementary PTO

990EZ • Fiscal year 2016 • EIN 20-4157066

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 13, 2016

Organization ProfileN/A
424 Wildwood LaneLugoff, SC 29078

(803) 438-8018

Siviq Scores

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

Liabilities / Assets

54th 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

54th 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

81st percentile

24%

Higher net margin than 81% 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

81st percentile

36%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$29,834

Up $7,961 (+36%) from 2015

Net Assets

Up

$29,834

Up $7,961 (+36%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin81st percentile

Revenue

Up

$32,658

Up $6,472 (+25%) from 2015

Expenses

Up

$24,697

Up $4,756 (+24%) from 2015

Net Income

Up

$7,961

Up $1,716 (+27%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$40K$30K$20K$10K$0Assets 2013: $17,334Liabilities 2013: $02013Assets 2014: $15,628Liabilities 2014: $02014Assets 2015: $21,873Liabilities 2015: $0Net Assets 2015: $21,8732015Assets 2016: $29,834Liabilities 2016: $0Net Assets 2016: $29,8342016Assets 2017: $21,459Liabilities 2017: $0Net Assets 2017: $21,4592017Assets 2018: $23,452Liabilities 2018: $0Net Assets 2018: $23,4522018Assets 2019: $15,752Liabilities 2019: $0Net Assets 2019: $15,7522019Assets 2020: $16,442Liabilities 2020: $0Net Assets 2020: $16,4422020Assets 2021: $3,872Net Assets 2021: $3,8722021Assets 2022: $35,536Liabilities 2022: $0Net Assets 2022: $35,5362022Assets 2023: $36,785Liabilities 2023: $0Net Assets 2023: $36,7852023Assets 2024: $12,828Liabilities 2024: $0Net Assets 2024: $12,8282024

Highlighted filing

2016

Assets$29,834
Liabilities$0
Net Assets$29,834
Open 2016 Filing

Operations Trend

Revenue Growth76th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2013: $28,399Expenses 2013: $21,778Net Income 2013: $6,6212013Revenue 2014: $20,441Expenses 2014: $22,147Net Income 2014: -$1,7062014Revenue 2015: $26,186Expenses 2015: $19,941Net Income 2015: $6,2452015Revenue 2016: $32,658Expenses 2016: $24,697Net Income 2016: $7,9612016Revenue 2017: $19,614Expenses 2017: $22,797Net Income 2017: -$3,1832017Revenue 2018: $18,472Expenses 2018: $16,479Net Income 2018: $1,9932018Revenue 2019: $14,018Expenses 2019: $21,718Net Income 2019: -$7,7002019Revenue 2020: $15,263Expenses 2020: $14,573Net Income 2020: $6902020Revenue 2021: $5,371Expenses 2021: $17,941Net Income 2021: -$12,5702021Revenue 2022: $42,381Expenses 2022: $10,717Net Income 2022: $31,6642022Revenue 2023: $29,643Expenses 2023: $28,394Net Income 2023: $1,2492023Revenue 2024: $31,381Expenses 2024: $55,338Net Income 2024: -$23,9572024

Highlighted filing

2016

Revenue$32,658
Expenses$24,697
Net Income$7,961
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 13, 2016
Return Version
2015v2.1
Gross Receipts
$71,496
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS TO PURCHASE CLASSROOM SUPPLIES EDUCATIONAL TRAINING FOR TEACHERS IN ORDER FOR THEM TO PROVIDE A BETTER EDUCATIONAL ENVIROMENT FOR THE STUDENTS-$23,824
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENISE ABARTPresidentPT$0--
ALISON MOTLEYSecretaryPT$0--
STEPHEN GRAHAMTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Product Sale$23,212$23,212$11,401$11,811
Product Sale$20,206$20,206$11,197$9,009
Total Events$59,882$59,882$36,535$23,347
Filing and Contact Details

Filer

Filer Name
Wateree Elementary Pto
EIN
20-4157066
Address
424 WILDWOOD LANE, LUGOFF, SC 29078

Signing Officer

Name
Stephen Graham
Title
Treasurer
Phone
8036222893
Signed
2016-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Stephen a Graham CPA LLC
Address
PO BOX 576, LUGOFF, SC 29078
Preparer
Stephen a Graham
Phone
8034706270
Supplemental Narrative

Additional Explanations

General explanation attachment

“990ez - part iii - exempt purposethe purpose of the organization shall be to promote and support the individual growth and education of all wateree elementary students.”

List of grants and similar amounts paid Part I line 10

“Activity program expenses-teacher supplies & training grantee faculty/students of wateree elem. Amount 23,824”

Description of other expenses Part I line 16

“Description amountlicense & registration fees 72bank charges 217office supplies 567”

Raw XML Appendix164 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEPHEN GRAHAM
IRS990EZ/BooksInCareOfDetail/PhoneNum08034388018
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0424 WILDWOOD LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LUGOFF
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029078
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021873
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029834
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02052
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07961
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021873
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029834
IRS990EZ/FundraisingGrossIncomeAmt069444
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023824
IRS990EZ/GrossReceiptsAmt071496
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021873
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029834
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021873
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029834
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DENISE ABART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALISON MOTLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHEN GRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0856
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt017
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDS TO PURCHASE CLASSROOM SUPPLIES EDUCATIONAL TRAINING FOR TEACHERS IN ORDER FOR THEM TO PROVIDE A BETTER EDUCATIONAL ENVIROMENT FOR THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023824
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt038838
IRS990EZ/SpecialEventsNetIncomeLossAmt030606
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024697
IRS990EZ/TotalProgramServiceExpensesAmt023824
IRS990EZ/TotalRevenueAmt032658
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02583
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04143
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011293
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt069444
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt066450
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt049786
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt067991
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0253671
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0264964
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071496
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069033
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052301
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072134
IRS990ScheduleA/Total509Grp/TotalAmt0264964
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071496
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt069033
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052301
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt072134
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0264964
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt036535
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PRODUCT SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PRODUCT SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023212
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020206
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016464
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt059882
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023212
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020206
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016464
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt059882
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023347
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013937
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt036535
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011401
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011197
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/LicensedStatesCd0SC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990EZ - PART III - EXEMPT PURPOSETHE PURPOSE OF THE ORGANIZATION SHALL BE TO PROMOTE AND SUPPORT THE INDIVIDUAL GROWTH AND EDUCATION OF ALL WATEREE ELEMENTARY STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY PROGRAM EXPENSES-TEACHER SUPPLIES & TRAINING GRANTEE FACULTY/STUDENTS OF WATEREE ELEM. AMOUNT 23,824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTLICENSE & REGISTRATION FEES 72BANK CHARGES 217OFFICE SUPPLIES 567
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN GRAHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08036222893
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WATEREE ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0204157066
ReturnHeader/Filer/USAddress/AddressLine1Txt0424 WILDWOOD LANE
ReturnHeader/Filer/USAddress/CityNm0LUGOFF
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029078
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753215842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN A GRAHAM CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 576
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUGOFF
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029078
ReturnHeader/PreparerPersonGrp/PhoneNum08034706270
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN A GRAHAM
ReturnHeader/ReturnTs02016-11-13T16:55:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,834
Liabilities
$0
Net assets
$29,834
Revenue
$32,658
Expenses
$24,697
Net income
$7,961
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$31.4$55.3$24.0
2023Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.8$29.6$28.4$1.25
2022Detailed filing. Detailed filing data is available for this year.$35.5$0.00$35.5$42.4$10.7$31.7
2021Detailed filing. Detailed filing data is available for this year.$3.87$3.87$5.37$17.9$12.6
2020Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$15.3$14.6$0.69
2019Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$14.0$21.7$7.70
2018Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$18.5$16.5$1.99
2017Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$19.6$22.8$3.18
2016Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$32.7$24.7$7.96
2015Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$26.2$19.9$6.25
2014Summary only. Only limited summary data is available for this year.$15.6$0.00$20.4$22.1$1.71
2013Summary only. Only limited summary data is available for this year.$17.3$0.00$28.4$21.8$6.62