Civic Intelligence

Wateree Elementary PTO

990EZ • Fiscal year 2019 • EIN 20-4157066

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

8th percentile

-55%

Higher net margin than 8% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

14th percentile

-33%

Faster asset growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$15,752

Down $7,700 (-33%) from 2018

Net Assets

Down

$15,752

Down $7,700 (-33%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin8th percentile

Revenue

Down

$14,018

Down $4,454 (-24%) from 2018

Expenses

Up

$21,718

Up $5,239 (+32%) from 2018

Net Income

Down

-$7,700

Down $9,693 (-486%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2019

Assets$15,752
Liabilities$0
Net Assets$15,752
Open 2019 Filing

Operations Trend

Revenue Growth21st 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

2019

Revenue$14,018
Expenses$21,718
Net Income-$7,700
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$40,763
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-$21,095
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER ROCHAPresidentPT$0--
ERIN CATOEVice PresidentPT$0--
KATRINA JOHANNSONSecretaryPT$0--
NICOLE GAILEYTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair----
Product Sale----
Filing and Contact Details

Filer

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

Signing Officer

Name
Jennifer Rocha
Title
President
Phone
8034388018
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Stephen a Graham CPA LLC
Address
1857 Hubbell Drive, Mount Pleasant, SC 29466
Preparer
Stephen A Graham
Phone
8036222893
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 21,095”

Description of other expenses Part I line 16

“Description amountaccounting fees 425bank charges 59meeting exp 69office supplies 70”

Raw XML Appendix163 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/PersonNm0JENNIFER ROCHA
IRS990EZ/BooksInCareOfDetail/PhoneNum08034388018
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0424 WILDWOOD LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LUGOFF
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029078
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023452
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015752
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0916
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7700
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023452
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015752
IRS990EZ/FundraisingGrossIncomeAmt039847
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021095
IRS990EZ/GrossReceiptsAmt040763
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023452
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015752
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023452
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015752
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/PersonNm0JENNIFER ROCHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIN CATOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATRINA JOHANNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICOLE GAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0623
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
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/ProgramServiceExpensesAmt021095
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026745
IRS990EZ/SpecialEventsNetIncomeLossAmt013102
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021718
IRS990EZ/TotalProgramServiceExpensesAmt021095
IRS990EZ/TotalRevenueAmt014018
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02494
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02583
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010121
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt039847
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt057072
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt044852
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt072109
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt066450
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0280330
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0290451
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040763
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058729
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt074603
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069033
IRS990ScheduleA/Total509Grp/TotalAmt0290451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047323
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt074603
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069033
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0290451
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PRODUCT SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
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 21,095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTACCOUNTING FEES 425BANK CHARGES 59MEETING EXP 69OFFICE SUPPLIES 70
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/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ROCHA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08034388018
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0E131DEA23073DF276E599E283DB077055AEA5DA3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E131DEA23073DF276E599E283DB077055AEA5DA3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05785182019318auvdkpa
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.187.128.2
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTm011:29:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753215842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN A GRAHAM CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01857 Hubbell Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mount Pleasant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029466
ReturnHeader/PreparerPersonGrp/PhoneNum08036222893
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen A Graham
ReturnHeader/ReturnTs02019-11-14T11:27:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,752
Liabilities
$0
Net assets
$15,752
Revenue
$14,018
Expenses
$21,718
Net income
-$7,700
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