Civic Intelligence

Wateree Elementary PTO

990EZ • Fiscal year 2020 • EIN 20-4157066

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

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

52nd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

49th percentile

4.5%

Higher net margin than 49% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

51st percentile

4.4%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

73rd percentile

8.9%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$16,442

Up $690 (+4.4%) from 2019

Net Assets

Up

$16,442

Up $690 (+4.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$15,263

Up $1,245 (+8.9%) from 2019

Expenses

Down

$14,573

Down $7,145 (-33%) from 2019

Net Income

Up

$690

Up $8,390 (+109%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$16,442
Liabilities$0
Net Assets$16,442

Operations Trend

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

2020

Revenue$15,263
Expenses$14,573
Net Income$690
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$34,700
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.-$14,029
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Product Sale$21,215$21,215$8,245$12,970
Book Fair$3,781$3,781$6,224$-2,443
Total Events$34,150$34,150$19,436$14,714
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
2020-11-10
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

Amended return information

On the original return, the numbers were omitted on schedule g. We are amending the return to reflect the correct numbers on schedule g.

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 14,029

Raw XML Appendix180 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/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/BOYAmt015752
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016442
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0550
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0690
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0452
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt014029
IRS990EZ/GrossReceiptsAmt034700
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015752
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015752
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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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/PersonNm2BETH LAMB
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/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt092
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/ProgramServiceExpensesAmt014029
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019437
IRS990EZ/SpecialEventsNetIncomeLossAmt014713
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014573
IRS990EZ/TotalProgramServiceExpensesAmt014029
IRS990EZ/TotalRevenueAmt015263
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02494
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08088
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt034150
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt039847
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt057072
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt044852
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt072109
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0248030
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0256118
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040763
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058729
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt074603
IRS990ScheduleA/Total509Grp/TotalAmt0256118
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt034700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt047323
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt074603
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0256118
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019436
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PRODUCT SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021215
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt03781
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09154
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021215
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03781
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09154
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014714
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04967
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019436
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08245
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06224
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/LicensedStatesCd0SC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ON THE ORIGINAL RETURN, THE NUMBERS WERE OMITTED ON SCHEDULE G. WE ARE AMENDING THE RETURN TO REFLECT THE CORRECT NUMBERS ON SCHEDULE G.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990EZ - 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/ExplanationTxt2ACTIVITY PROGRAM EXPENSES-TEACHER SUPPLIES & TRAINING GRANTEE FACULTY/STUDENTS OF WATEREE ELEM. AMOUNT 14,029
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return information
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2List of grants and similar amounts paid Part I line 10
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ROCHA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08034388018
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
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/AtSubmissionCreationDeviceId0A5466E4073CF9533F0F7C5A26D25A71714037F66
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A5466E4073CF9533F0F7C5A26D25A71714037F66
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05785182020319j22puum
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.193.200.118
ReturnHeader/FilingSecurityInformation/IPDt02020-11-14
ReturnHeader/FilingSecurityInformation/IPTm007:42:15
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/PreparationDt02020-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen A Graham
ReturnHeader/ReturnTs02020-11-10T17:56:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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