Civic Intelligence

Ballentine Elementary School Parent and Teachers Organization

EIN 38-0087914 • 501(c)3 • Irmo, SC

Profile

Support teachers, students and parents

1040 Bickley RdIrmo, SC 29063

www.lexrich5.org/DOMAIN/8

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

63rd percentile

5.7%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

21st percentile

-43%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$101,738

Up $5,460 (+5.7%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$101,738

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Down

$27,774

Down $21,133 (-43%) from 2024

Expenses

Down

$22,314

Down $34,949 (-61%) from 2024

Net Income

Up

$5,460

Up $13,816 (+165%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $36,978Net Assets 2010: $36,9782010Assets 2011: $52,687Liabilities 2011: $0Net Assets 2011: $52,6872011Assets 2012: $61,329Liabilities 2012: $0Net Assets 2012: $61,3292012Assets 2013: $74,383Liabilities 2013: $02013Assets 2014: $55,142Liabilities 2014: $0Net Assets 2014: $55,1422014Assets 2015: $49,429Liabilities 2015: $0Net Assets 2015: $49,4292015Assets 2016: $62,078Liabilities 2016: $0Net Assets 2016: $62,0782016Assets 2017: $59,225Liabilities 2017: $0Net Assets 2017: $59,2252017Assets 2018: $71,824Liabilities 2018: $0Net Assets 2018: $71,8242018Assets 2019: $88,908Liabilities 2019: $0Net Assets 2019: $88,9082019Assets 2020: $112,706Liabilities 2020: $0Net Assets 2020: $112,7062020Assets 2021: $101,491Liabilities 2021: $0Net Assets 2021: $101,4912021Assets 2022: $111,534Liabilities 2022: $02022Assets 2023: $104,634Liabilities 2023: $02023Assets 2024: $96,278Liabilities 2024: $02024Assets 2025: $101,738Net Assets 2025: $101,7382025

Highlighted filing

2025

Assets$101,738
Liabilities-
Net Assets$101,738
Open 2025 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $37,039Expenses 2010: $40,981Net Income 2010: -$3,9422010Revenue 2011: $38,127Expenses 2011: $22,418Net Income 2011: $15,7092011Revenue 2012: $51,836Expenses 2012: $43,194Net Income 2012: $8,6422012Revenue 2013: $58,426Expenses 2013: $45,372Net Income 2013: $13,0542013Revenue 2014: $49,056Expenses 2014: $68,297Net Income 2014: -$19,2412014Revenue 2015: $53,269Expenses 2015: $58,982Net Income 2015: -$5,7132015Revenue 2016: $53,328Expenses 2016: $40,679Net Income 2016: $12,6492016Revenue 2017: $39,268Expenses 2017: $42,121Net Income 2017: -$2,8532017Revenue 2018: $45,141Expenses 2018: $32,542Net Income 2018: $12,5992018Revenue 2019: $46,481Expenses 2019: $29,397Net Income 2019: $17,0842019Revenue 2020: $53,789Expenses 2020: $29,991Net Income 2020: $23,7982020Revenue 2021: $11,131Expenses 2021: $22,346Net Income 2021: -$11,2152021Revenue 2022: $39,624Expenses 2022: $29,581Net Income 2022: $10,0432022Revenue 2023: $45,715Expenses 2023: $52,615Net Income 2023: -$6,9002023Revenue 2024: $48,907Expenses 2024: $57,263Net Income 2024: -$8,3562024Revenue 2025: $27,774Expenses 2025: $22,314Net Income 2025: $5,4602025

Highlighted filing

2025

Revenue$27,774
Expenses$22,314
Net Income$5,460
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,738
Liabilities
-
Net assets
$101,738
Revenue
$27,774
Expenses
$22,314
Net income
$5,460
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.28$0.22$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.49$0.57$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$0.46$0.53$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$0.40$0.30$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.11$0.22$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.54$0.30$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.46$0.29$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.45$0.33$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.39$0.42$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$0.53$0.41$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$0.53$0.59$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.49$0.68$0.19
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.58$0.45$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$0.52$0.43$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.38$0.22$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$0.37$0.41$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 14, 2025
Return Version
2024v5.0
Gross Receipts
$76,509
Mission and Program Overview

Mission

Support teachers students and parents

Support teachers, students and parents

Program Services

DescriptionGrantsExpenses
FUNDS PROVIDED FOR THE BALLENTINE PRINCIPAL TO PURCHASE TEACHER AND STUDENT INCENTIVES, PROVIDE TUTORING FOR STUDENS, AND SPECIAL REQUESTS FOR FUNDS-$4,858
FUNDS TO PTO COMMITTEES FOR SCHOOL BEAUTIFICATION, HOSPITALITY AND VOLUNTEER RECOGNITION AND FOR SPECIAL EVENTS FOR PARENTS, STUDENTS AND COMMUNITY.-$2,701
PURCHASE CLASSROOM MATERIALS AND SUPPLIES. SUPPORT EXTRA ACTIVITIES NOT COVERED IN THE SCHOOL'S BUDGET-$1,370
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY LOVETTVice Preside-$0--
EMILY MARTINSecretary-$0--
ANGELA MACQUEENPresident-$0--
LAURA BRYANTTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$55,286$55,286$35,687$19,599
Total Events$55,286$55,286$35,687$19,599
Filing and Contact Details

Filer

Filer Name
Ballentine Elementary School Pto
EIN
38-0087914
Phone
8034764500
Address
1040 BICKLEY RD, IRMO, SC 29063

Signing Officer

Name
Laura Bryant
Title
Treasurer
Phone
8034764500
Signed
2025-09-14

Preparer

Firm
Lisa Frick Szuhy CPA LLC
Address
312 CHEROKEE POND TRL, LEXINGTON, SC 29072
Preparer
Lisa F Szuhy CPA
Phone
8034678281
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses committee expenses 3,167 discretionary expenses 872 school sponsored events 3,574 principal designations 4,858 other bes expenses 221 misc admin 861 pto copies 500 cultural arts week 1,480 pto programming 278 media center 6,068 total 21,879”

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/PersonNm0LAURA BRYANT
IRS990EZ/BooksInCareOfDetail/PhoneNum08034764500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01040 BICKLEY RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IRMO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029063
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt096278
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101738
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03514
IRS990EZ/CostOrOtherBasisExpenseSaleAmt012582
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05460
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0435
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt096278
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101738
IRS990EZ/FundraisingGrossIncomeAmt055688
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-1146
IRS990EZ/GrossReceiptsAmt076509
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt096278
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0101738
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt096278
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0101738
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EMILY LOVETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMILY MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANGELA MACQUEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURA BRYANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021879
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT TEACHERS, STUDENTS AND PARENTS
IRS990EZ/ProgramServiceRevenueAmt05871
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PURCHASE CLASSROOM MATERIALS AND SUPPLIES. SUPPORT EXTRA ACTIVITIES NOT COVERED IN THE SCHOOL'S BUDGET
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDS TO PTO COMMITTEES FOR SCHOOL BEAUTIFICATION, HOSPITALITY AND VOLUNTEER RECOGNITION AND FOR SPECIAL EVENTS FOR PARENTS, STUDENTS AND COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FUNDS PROVIDED FOR THE BALLENTINE PRINCIPAL TO PURCHASE TEACHER AND STUDENT INCENTIVES, PROVIDE TUTORING FOR STUDENS, AND SPECIAL REQUESTS FOR FUNDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01370
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12701
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24858
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt011436
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt036153
IRS990EZ/SpecialEventsNetIncomeLossAmt019535
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022314
IRS990EZ/TotalProgramServiceExpensesAmt08929
IRS990EZ/TotalRevenueAmt027774
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LEXRICH5.ORG/DOMAIN/8
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03514
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0453
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0217
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010111
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt061559
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt069243
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt080876
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt084251
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt028185
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0324114
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0334225
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065073
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072426
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt083620
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084704
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028402
IRS990ScheduleA/Total509Grp/TotalAmt0334225
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065073
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072426
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt083620
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt084704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt028402
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0334225
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035687
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055286
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019599
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035687
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt035687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES COMMITTEE EXPENSES 3,167 DISCRETIONARY EXPENSES 872 SCHOOL SPONSORED EVENTS 3,574 PRINCIPAL DESIGNATIONS 4,858 OTHER BES EXPENSES 221 MISC ADMIN 861 PTO COPIES 500 CULTURAL ARTS WEEK 1,480 PTO PROGRAMMING 278 MEDIA CENTER 6,068 TOTAL 21,879
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA BRYANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08034764500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALLENTINE ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0BALL
ReturnHeader/Filer/EIN0380087914
ReturnHeader/Filer/PhoneNum08034764500
ReturnHeader/Filer/USAddress/AddressLine1Txt01040 BICKLEY RD
ReturnHeader/Filer/USAddress/CityNm0IRMO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029063
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464592333
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LISA FRICK SZUHY CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0312 CHEROKEE POND TRL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029072
ReturnHeader/PreparerPersonGrp/PhoneNum08034678281
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA F SZUHY CPA
ReturnHeader/ReturnTs02025-11-04T06:23:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits