Civic Intelligence

Wateree Elementary PTO

990EZ • Fiscal year 2023 • EIN 20-4157066

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 12, 2023

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

52nd percentile

4.2%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

55th percentile

3.5%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-30%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$36,785

Up $1,249 (+3.5%) from 2022

Net Assets

Up

$36,785

Up $1,249 (+3.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$29,643

Down $12,738 (-30%) from 2022

Expenses

Up

$28,394

Up $17,677 (+165%) from 2022

Net Income

Down

$1,249

Down $30,415 (-96%) from 2022

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

2023

Assets$36,785
Liabilities$0
Net Assets$36,785

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

2023

Revenue$29,643
Expenses$28,394
Net Income$1,249
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 12, 2023
Return Version
2022v5.0
Gross Receipts
$43,758
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 ENVIRONMENT FOR THE STUDENTS.-$26,525
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NIKI MOTLEYPresidentPT$0--
CHERON SEARSVice PresidentPT$0--
JILL CARPENTERTreasurerPT$0--
AVALON MARSHSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Product Sale$24,148$24,148$1,487$22,661
Holiday Shop$10,934$10,934$7,417$3,517
Total Events$35,082$35,082$8,904$26,178
Filing and Contact Details

Filer

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

Signing Officer

Name
Jill Carpenter
Title
Treasurer
Phone
8034388018
Signed
2023-11-12
Discuss with paid preparer
No

Preparer

Firm
Stephen a Graham CPA LLC
Address
38 Brays Drive, Lugoff, SC 29078
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/student supplies grantee faculty/students of wateree elem. Amount 26,525

Description of other expenses Part I line 16

Description amountaccounting fees 425bank charges 78dues & subscriptons 80postage 72supplies 1,199other costs 15

Raw XML Appendix172 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/PersonNm0JILL CARPENTER
IRS990EZ/BooksInCareOfDetail/PhoneNum08034388018
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0424 WILDWOOD LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LUGOFF
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029078
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035536
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036785
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01069
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01249
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt042689
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026525
IRS990EZ/GrossReceiptsAmt043758
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035536
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036785
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035536
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036785
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/PersonNm0NIKI MOTLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHERON SEARS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JILL CARPENTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AVALON MARSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01869
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 ENVIRONMENT FOR THE STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026525
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014115
IRS990EZ/SpecialEventsNetIncomeLossAmt028574
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028394
IRS990EZ/TotalProgramServiceExpensesAmt026525
IRS990EZ/TotalRevenueAmt029643
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01069
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02659
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt042689
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt053676
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt05695
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt034150
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt039847
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0176057
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0178716
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043758
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05695
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040763
IRS990ScheduleA/Total509Grp/TotalAmt0178716
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043758
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt053800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt034700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040763
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0178716
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08904
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PRODUCT SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY SHOP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035082
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026178
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08904
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01487
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07417
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/STUDENT SUPPLIES GRANTEE FACULTY/STUDENTS OF WATEREE ELEM. AMOUNT 26,525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTACCOUNTING FEES 425BANK CHARGES 78DUES & SUBSCRIPTONS 80POSTAGE 72SUPPLIES 1,199OTHER COSTS 15
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL CARPENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08034388018
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-12
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/PreparerFirmGrp/PreparerFirmEIN0753215842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN A GRAHAM CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt038 Brays Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lugoff
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029078
ReturnHeader/PreparerPersonGrp/PhoneNum08036222893
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen A Graham
ReturnHeader/ReturnTs02023-11-12T14:11:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARPENTER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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