Civic Intelligence

Pleasant Knoll Elementary School PTO

990EZ • Fiscal year 2023 • EIN 27-0532290

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 09, 2023

2346 Pleasant RdFort Mill, SC 29708

(803) 574-9484

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

67th percentile

14%

Higher net margin than 67% 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

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

41st percentile

-2.3%

Faster revenue growth than 41% of similar nonprofits.

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

Assets

Up

$123,558

Up $12,084 (+11%) from 2022

Net Assets

Up

$123,558

Up $12,084 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$86,545

Down $1,998 (-2.3%) from 2022

Expenses

Down

$74,461

Down $10,208 (-12%) from 2022

Net Income

Up

$12,084

Up $8,210 (+212%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2019: $75,473Liabilities 2019: $0Net Assets 2019: $75,4732019Assets 2020: $96,150Liabilities 2020: $0Net Assets 2020: $96,1502020Assets 2021: $107,600Liabilities 2021: $0Net Assets 2021: $107,6002021Assets 2022: $111,474Liabilities 2022: $0Net Assets 2022: $111,4742022Assets 2023: $123,558Liabilities 2023: $0Net Assets 2023: $123,5582023Assets 2024: $134,546Liabilities 2024: $0Net Assets 2024: $134,5462024Assets 2025: $92,040Liabilities 2025: $0Net Assets 2025: $92,0402025

Highlighted filing

2023

Assets$123,558
Liabilities$0
Net Assets$123,558

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2019: $74,650Expenses 2019: $49,417Net Income 2019: $25,2332019Revenue 2020: $73,197Expenses 2020: $52,520Net Income 2020: $20,6772020Revenue 2021: $49,970Expenses 2021: $38,520Net Income 2021: $11,4502021Revenue 2022: $88,543Expenses 2022: $84,669Net Income 2022: $3,8742022Revenue 2023: $86,545Expenses 2023: $74,461Net Income 2023: $12,0842023Revenue 2024: $81,319Expenses 2024: $70,331Net Income 2024: $10,9882024Revenue 2025: $80,817Expenses 2025: $123,323Net Income 2025: -$42,5062025

Highlighted filing

2023

Revenue$86,545
Expenses$74,461
Net Income$12,084
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$172,309
Mission and Program Overview

Mission

Educational Enrichment

Program Services

DescriptionGrantsExpenses
Classroom programs and campus-$77,124
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rebecca DanielTreasurerPT$0--
Shelby LorussoPresidentPT$0--
Kim TatumVice PresidentPT$0--
Stacie BarthelSecretaryPT$0--
Kexi GraingerMember At LargePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bookfair----
Boosterthon----
Filing and Contact Details

Filer

Filer Name
Pleasant Knoll Elementary PTO
EIN
27-0532290
Address
2346 Pleasant Rd, Fort Mill, SC 29708

Signing Officer

Name
Rebecca Daniel
Title
Treasurer
Phone
8592404879
Signed
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Gold Hill Tax & Small Business Serv
Address
2166 Gold Hill Rd Ste 121, Fort Mill, SC 29708
Preparer
Kimberlin Cranford
Phone
8035480817
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountLoss recovery 5,549

List of grants and similar amounts paid Part I line 10

Activity Classroom Materials Grantee Pleasant Knoll Elementary School Street 2346 Pleasant Rd City, State, Zip Fort Mill, SC 29708Relationship classroom and outside Amount 20,014Activity Staff Appreciation Grantee Pleasant Knoll Elementary Street 2346 Pleasant Rd City, State, Zip Fort Mill, SC 29708Amount 15,226Activity Various extracurricular Grantee Pleasant Knoll Elementary Street 2346 Pleasant Rd City, State, Zip Fort Mill, SC 29708Amount 6,109Activity Administrative Assistance Grantee Pleasant Knoll Elementary Street 2346 Pleasant Rd City, State, Zip Fort Mill, SC 29708Amount 29,790

Description of other expenses Part I line 16

Description AmountInsurance 490Website 1,810

Raw XML Appendix185 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/PersonNm0Rebecca Daniel
IRS990EZ/BooksInCareOfDetail/PhoneNum08035749484
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02346 Pleasant Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fort Mill
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029708
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0111474
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0123558
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05446
IRS990EZ/CostOfGoodsSoldAmt021652
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012084
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0202
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0111474
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0123558
IRS990EZ/FundraisingGrossIncomeAmt0126835
IRS990EZ/GrantsAndSimilarAmountsPaidAmt071139
IRS990EZ/GrossProfitLossSlsOfInvntryAmt012610
IRS990EZ/GrossReceiptsAmt0172309
IRS990EZ/GrossSalesOfInventoryAmt034262
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0217
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0111474
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0123558
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0111474
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0123558
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rebecca Daniel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Shelby Lorusso
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kim Tatum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stacie Barthel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kexi Grainger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Member at large
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt02300
IRS990EZ/OtherRevenueTotalAmt05549
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational Enrichment
IRS990EZ/PrintingPublicationsPostageAmt0820
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom programs and campus
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt077124
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt064112
IRS990EZ/SpecialEventsNetIncomeLossAmt062723
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074461
IRS990EZ/TotalProgramServiceExpensesAmt077124
IRS990EZ/TotalRevenueAmt086545
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05446
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03834
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01037
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014116
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0217
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0103
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0128
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0555
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0166646
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0148139
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt084346
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0130820
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0139076
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0669027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0217
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0103
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0128
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0555
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt0683143
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0172092
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0151973
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt086351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0132614
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0140113
IRS990ScheduleA/Total509Grp/TotalAmt0683143
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0172309
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0152076
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt086414
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0132742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0140157
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0683698
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Bookfair
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountLoss recovery 5,549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classroom Materials Grantee Pleasant Knoll Elementary School Street 2346 Pleasant Rd City, State, Zip Fort Mill, SC 29708Relationship classroom and outside Amount 20,014Activity Staff Appreciation Grantee Pleasant Knoll Elementary Street 2346 Pleasant Rd City, State, Zip Fort Mill, SC 29708Amount 15,226Activity Various extracurricular Grantee Pleasant Knoll Elementary Street 2346 Pleasant Rd City, State, Zip Fort Mill, SC 29708Amount 6,109Activity Administrative Assistance Grantee Pleasant Knoll Elementary Street 2346 Pleasant Rd City, State, Zip Fort Mill, SC 29708Amount 29,790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountInsurance 490Website 1,810
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
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/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rebecca Daniel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08592404879
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pleasant Knoll Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0PLEA
ReturnHeader/Filer/EIN0270532290
ReturnHeader/Filer/USAddress/AddressLine1Txt02346 Pleasant Rd
ReturnHeader/Filer/USAddress/CityNm0Fort Mill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029708
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571057706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gold Hill Tax & Small Business Serv
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02166 Gold Hill Rd Ste 121
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Mill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029708
ReturnHeader/PreparerPersonGrp/PhoneNum08035480817
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kimberlin Cranford
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-09T13:42:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rebecca
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Daniel
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings