Civic Intelligence

Daniel Island School PTA

990EZ • Fiscal year 2023 • EIN 20-4516742

Jul 01, 2022 to Jun 30, 2023 • Filed on Jun 15, 2023

Organization ProfileN/A

Refreshing map…

2365 Daniel Island DriveCharleston, SC 29492

(843) 471-2301

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

40th percentile

-1.0%

Higher net margin than 40% 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

45th percentile

-0.8%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

75th percentile

35%

Faster revenue growth than 75% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$148,277

Flat from 2023

Net Assets

$148,277

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin40th percentile

Revenue

Flat

$129,894

Flat from 2023

Expenses

Flat

$131,152

Flat from 2023

Net Income

Flat

-$1,258

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$200K$150K$100K$50K$0Assets 2012: $186,295Liabilities 2012: $02012Assets 2013: $152,060Net Assets 2013: $152,0602013Assets 2014: $160,451Net Assets 2014: $160,4512014Assets 2015: $164,903Net Assets 2015: $164,9032015Assets 2017: $96,814Liabilities 2017: $0Net Assets 2017: $96,8142017Assets 2018: $176,084Liabilities 2018: $0Net Assets 2018: $176,0842018Assets 2019: $198,076Net Assets 2019: $198,0762019Assets 2020: $140,458Net Assets 2020: $140,4582020Assets 2021: $138,878Liabilities 2021: $02021Assets 2022: $149,535Net Assets 2022: $149,5352022Assets 2023: $148,277Net Assets 2023: $148,2772023Assets 2023: $148,277Liabilities 2023: $02023Assets 2025: $190,689Liabilities 2025: $0Net Assets 2025: $190,6892025

Highlighted filing

2023

Assets$148,277
Liabilities-
Net Assets$148,277
Open 2023 Filing

Operations Trend

Revenue Growth75th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $95,485Expenses 2012: $94,663Net Income 2012: $8222012Revenue 2013: $51,729Expenses 2013: $85,966Net Income 2013: -$34,2372013Revenue 2014: $98,479Expenses 2014: $90,087Net Income 2014: $8,3922014Revenue 2015: $73,282Expenses 2015: $68,830Net Income 2015: $4,4522015Revenue 2017: $158,433Expenses 2017: $192,159Net Income 2017: -$33,7262017Revenue 2018: $192,627Expenses 2018: $113,357Net Income 2018: $79,2702018Revenue 2019: $106,071Expenses 2019: $84,079Net Income 2019: $21,9922019Revenue 2020: $86,013Expenses 2020: $113,632Net Income 2020: -$27,6192020Revenue 2021: $79,175Expenses 2021: $80,755Net Income 2021: -$1,5802021Revenue 2022: $96,039Expenses 2022: $85,384Net Income 2022: $10,6552022Revenue 2023: $129,894Expenses 2023: $131,152Net Income 2023: -$1,2582023Revenue 2023: $129,894Expenses 2023: $131,152Net Income 2023: -$1,2582023Revenue 2025: $236,986Expenses 2025: $220,557Net Income 2025: $16,4292025

Highlighted filing

2023

Revenue$129,894
Expenses$131,152
Net Income-$1,258
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jun 15, 2023
Return Version
2022v5.0
Gross Receipts
$136,687
Mission and Program Overview

Mission

Educational support for the daniel island school (grades k-8)

Educational support for the 1,200 students of daniel island school (grades k-8)

Program Services

DescriptionGrantsExpenses
PROVIDED OPERATING FUNDS FOR ONGOING SCHOOL PROGRAMS INCLUDING ARTS AND DRAMA, FOREIGN LANGUAGE, ENVIRONMENTAL PROGRAMS, AND HEALTH & SAFETY-$109,248
PROVIDED FUNDS FOR SCHOOL IMPROVEMENTS INCLUDING COMPUTER LAB, AUDIO & PE EQUIPMENT, OUTDOOR IMPROVEMENTS, COMMUNITY INVOLVEMENT, AND GENERAL STUDENT AND STAFF SUPPORT.-$17,569
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE CARLSONCo-President-$0--
LAUREN BARBERCo-President-$0--
COURTNEY OBERLYVP Secretary-$0--
JULIE TROSTVP Membershi-$0--
BETH SHEPPARDTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Supplies$12,981$12,981$6,793$6,188
School Events$12,280$12,280-$12,280
Total Events$25,261$25,261$6,793$18,468
Filing and Contact Details

Filer

Filer Name
Daniel Island School Pta
EIN
20-4516742
Phone
8434712301
Address
2365 DANIEL ISLAND DRIVE, CHARLESTON, SC 29492

Signing Officer

Name
Beth Sheppard
Title
Treasurer
Phone
8434712301
Signed
2023-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Legare Bailey & Hinske LLC
Address
1100 QUEENSBOROUGH BLVD STE 100, MT PLEASANT, SC 29464-3626
Preparer
Joseph Hinske CPA
Phone
8437660400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses school programs 109,248 membership expense 13,201 communication 1,824 insurance/bonding 475 office expenses 157 dues & subscriptions 1,739 banking charges 140 website maintenance 4,368 total 131,152”

Form 990-ez, Part III

“Educational support for the 1,200 students of daniel island school (grades k-8)”

Raw XML Appendix152 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/PersonNm0BETH SHEPPARD
IRS990EZ/BooksInCareOfDetail/PhoneNum08434712301
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02365 DANIEL ISLAND DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DANIEL ISLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029492
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0149535
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0148277
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040439
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1258
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0149535
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0148277
IRS990EZ/FundraisingGrossIncomeAmt028052
IRS990EZ/GrossReceiptsAmt0136687
IRS990EZ/GroupExemptionNum08506
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt068188
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0149535
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0148277
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0149535
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0148277
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAUREN BARBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COURTNEY OBERLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE TROST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BETH SHEPPARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0131152
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SUPPORT FOR THE 1,200 STUDENTS OF DANIEL ISLAND SCHOOL (GRADES K-8)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FUNDS FOR SCHOOL IMPROVEMENTS INCLUDING COMPUTER LAB, AUDIO & PE EQUIPMENT, OUTDOOR IMPROVEMENTS, COMMUNITY INVOLVEMENT, AND GENERAL STUDENT AND STAFF SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED OPERATING FUNDS FOR ONGOING SCHOOL PROGRAMS INCLUDING ARTS AND DRAMA, FOREIGN LANGUAGE, ENVIRONMENTAL PROGRAMS, AND HEALTH & SAFETY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017569
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1109248
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06793
IRS990EZ/SpecialEventsNetIncomeLossAmt021259
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0131152
IRS990EZ/TotalProgramServiceExpensesAmt0126817
IRS990EZ/TotalRevenueAmt0129894
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt040439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013191
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt028778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt036137
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt047859
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0166404
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt042
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt083
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0344109
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99950
IRS990ScheduleA/PublicSupportPY170Pct00.99940
IRS990ScheduleA/PublicSupportTotal170Amt0166404
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt040439
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013191
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt028778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036137
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt047859
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0166404
IRS990ScheduleA/TotalSupportAmt0166487
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06793
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOOL SUPPLIES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOOL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025261
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025261
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018468
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06793
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCHOOL PROGRAMS 109,248 MEMBERSHIP EXPENSE 13,201 COMMUNICATION 1,824 INSURANCE/BONDING 475 OFFICE EXPENSES 157 DUES & SUBSCRIPTIONS 1,739 BANKING CHARGES 140 WEBSITE MAINTENANCE 4,368 TOTAL 131,152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EDUCATIONAL SUPPORT FOR THE 1,200 STUDENTS OF DANIEL ISLAND SCHOOL (GRADES K-8)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH SHEPPARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08434712301
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL ISLAND SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0204516742
ReturnHeader/Filer/PhoneNum08434712301
ReturnHeader/Filer/USAddress/AddressLine1Txt02365 DANIEL ISLAND DRIVE
ReturnHeader/Filer/USAddress/CityNm0CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029492
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263745514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGARE BAILEY & HINSKE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 QUEENSBOROUGH BLVD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MT PLEASANT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0294643626
ReturnHeader/PreparerPersonGrp/PhoneNum08437660400
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH HINSKE CPA
ReturnHeader/ReturnTs02024-06-18T10:19:05-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHEPPARD
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,277
Liabilities
-
Net assets
$148,277
Revenue
$129,894
Expenses
$131,152
Net income
-$1,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$2.37$2.21$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.48$1.48$1.30$1.31$0.01
2023Summary only. Only limited summary data is available for this year.$1.48$0.00$1.30$1.31$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$1.50$0.96$0.85$0.11
2021Summary only. Only limited summary data is available for this year.$1.39$0.00$0.79$0.81$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$1.40$0.86$1.14$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$1.98$1.06$0.84$0.22
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.76$1.93$1.13$0.79
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$1.58$1.92$0.34
2015Detailed filing. Detailed filing data is available for this year.$1.65$1.65$0.73$0.69$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.60$1.60$0.98$0.90$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$1.52$0.52$0.86$0.34
2012Summary only. Only limited summary data is available for this year.$1.86$0.00$0.95$0.95$0.01