Civic Intelligence

Ballentine Elementary School Parent and Teachers Organization

990EZ • Fiscal year 2024 • EIN 38-0087914

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 22, 2024

1040 Bickley RdIrmo, SC 29063

(803) 476-4500

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

21st percentile

-17%

Higher net margin than 21% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-8.0%

Faster asset growth than 35% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

7.0%

Faster revenue growth than 55% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$96,278

Down $8,356 (-8.0%) from 2023

Net Assets

$96,278

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$48,907

Up $3,192 (+7.0%) from 2023

Expenses

Up

$57,263

Up $4,648 (+8.8%) from 2023

Net Income

Down

-$8,356

Down $1,456 (-21%) from 2023

Historical Trend

Balance Sheet Trend

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

$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: $0Net Assets 2024: $96,2782024Assets 2025: $101,738Net Assets 2025: $101,7382025

Highlighted filing

2024

Assets$96,278
Liabilities$0
Net Assets$96,278

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$48,907
Expenses$57,263
Net Income-$8,356
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 22, 2024
Return Version
2023v5.0
Gross Receipts
$81,983
Mission and Program Overview

Mission

Support teachers students and parents

Support teachers, students and parents

Program Services

DescriptionGrantsExpenses
PURCHASE CLASSROOM MATERIALS AND SUPPLIES. SUPPORT EXTRA ACTIVITIES NOT COVERED IN THE SCHOOL'S BUDGET-$7,078
FUNDS PROVIDED FOR THE BALLENTINE PRINCIPAL TO PURCHASE TEACHER AND STUDENT INCENTIVES, PROVIDE TUTORING FOR STUDENS, AND SPECIAL REQUESTS FOR FUNDS-$4,233
FUNDS TO PTO COMMITTEES FOR SCHOOL BEAUTIFICATION, HOSPITALITY AND VOLUNTEER RECOGNITION AND FOR SPECIAL EVENTS FOR PARENTS, STUDENTS AND COMMUNITY.-$2,040
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARCIE MOOREVice PresidePT$0--
EMILY MARTINSecretaryPT$0--
ANGELA MACQUEENPresidentPT$0--
BRANDON ROSSTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$62,601$62,601$26,755$35,846
Total Events$62,601$62,601$26,755$35,846
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
Brandon Ross
Title
Treasurer
Phone
8034764500
Signed
2024-10-22

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 2,040 discretionary expenses 6,550 classroom materials 13,470 principal designations 4,233 other bes expenses 528 digital marquee 21,263 media center expenses 6,909 misc admin 1,835 total 56,828

Raw XML Appendix153 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/PersonNm0BRANDON ROSS
IRS990EZ/BooksInCareOfDetail/PhoneNum08034764500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01040 BICKLEY RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IRMO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029063
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0104634
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt096278
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03183
IRS990EZ/CostOrOtherBasisExpenseSaleAmt05091
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8356
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0435
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0104634
IRS990EZ/Form990TotalAssetsGrp/EOYAmt096278
IRS990EZ/FundraisingGrossIncomeAmt063831
IRS990EZ/GainOrLossFromSaleOfAssetsAmt04466
IRS990EZ/GrossReceiptsAmt081983
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0204
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104634
IRS990EZ/NetAssetsOrFundBalancesEOYAmt096278
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0104634
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt096278
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DARCIE MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMILY MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANGELA MACQUEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRANDON ROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt056828
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT TEACHERS, STUDENTS AND PARENTS
IRS990EZ/ProgramServiceRevenueAmt05208
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/ProgramServiceExpensesAmt07078
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12040
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24233
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt09557
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027985
IRS990EZ/SpecialEventsNetIncomeLossAmt035846
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057263
IRS990EZ/TotalProgramServiceExpensesAmt013351
IRS990EZ/TotalRevenueAmt048907
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LEXRICH5.ORG/DOMAIN/8
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0453
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0217
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07337
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt069243
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt080876
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt084251
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt028185
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0100903
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0363458
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0370795
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072426
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt083620
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt084704
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt028402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0101643
IRS990ScheduleA/Total509Grp/TotalAmt0370795
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072426
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083620
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt084704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt028402
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0101643
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0370795
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026755
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt062601
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062601
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt062601
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062601
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035846
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026755
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES COMMITTEE EXPENSES 2,040 DISCRETIONARY EXPENSES 6,550 CLASSROOM MATERIALS 13,470 PRINCIPAL DESIGNATIONS 4,233 OTHER BES EXPENSES 528 DIGITAL MARQUEE 21,263 MEDIA CENTER EXPENSES 6,909 MISC ADMIN 1,835 TOTAL 56,828
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANDON ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08034764500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-22
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/PreparationDt02024-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA F SZUHY CPA
ReturnHeader/ReturnTs02024-10-30T09:34:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits