Civic Intelligence

Ballentine Elementary School Parent and Teachers Organization

990EZ • Fiscal year 2023 • EIN 38-0087914

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

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

23rd percentile

-15%

Higher net margin than 23% 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

37th percentile

-6.2%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

61st percentile

15%

Faster revenue growth than 61% of similar nonprofits.

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

Assets

Down

$104,634

Down $6,900 (-6.2%) from 2022

Net Assets

$104,634

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$45,715

Up $6,091 (+15%) from 2022

Expenses

Up

$52,615

Up $23,034 (+78%) from 2022

Net Income

Down

-$6,900

Down $16,943 (-169%) 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 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: $0Net Assets 2023: $104,6342023Assets 2024: $96,278Liabilities 2024: $02024Assets 2025: $101,738Net Assets 2025: $101,7382025

Highlighted filing

2023

Assets$104,634
Liabilities$0
Net Assets$104,634

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

2023

Revenue$45,715
Expenses$52,615
Net Income-$6,900
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 1, 2024
Return Version
2022v5.0
Gross Receipts
$83,620
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-$2,467
FUNDS TO PTO COMMITTEES FOR SCHOOL BEAUTIFICATION, HOSPITALITY AND VOLUNTEER RECOGNITION AND FOR SPECIAL EVENTS FOR PARENTS, STUDENTS AND COMMUNITY.-$1,509
PURCHASE CLASSROOM MATERIALS AND SUPPLIES. SUPPORT EXTRA ACTIVITIES NOT COVERED IN THE SCHOOL'S BUDGET-$715
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARCIE MOOREVice PresidePT$0--
MONIQUE WILLIAMSPresidentPT$0--
EMILY MARTINSecretaryPT$0--
ANGELA MACQUEENTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$55,512$55,512$26,993$28,519
Total Events$55,512$55,512$26,993$28,519
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
Angela Macqueen
Title
Treasurer
Phone
8034764500
Signed
2024-02-01

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, Page 1, Item B

Correction submitted for page 2, part iii, lines 28-32.

Form 990-ez, Part I, Line 16

Expenses committee expenses 1,509 classroom materials 48,204 principal designations 2,467 total 52,180

Raw XML Appendix156 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
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IRS990EZ/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0ANGELA MACQUEEN
IRS990EZ/BooksInCareOfDetail/PhoneNum08034764500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01040 BICKLEY RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IRMO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029063
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0111534
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0104634
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02744
IRS990EZ/CostOrOtherBasisExpenseSaleAmt010092
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6900
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0435
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0111534
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0104634
IRS990EZ/FundraisingGrossIncomeAmt056376
IRS990EZ/GainOrLossFromSaleOfAssetsAmt04186
IRS990EZ/GrossReceiptsAmt083620
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0111534
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0104634
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0111534
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0104634
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/PersonNm1MONIQUE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMILY MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGELA MACQUEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052180
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT TEACHERS, STUDENTS AND PARENTS
IRS990EZ/ProgramServiceRevenueAmt010222
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/ProgramServiceExpensesAmt0715
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11509
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22467
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt014278
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027813
IRS990EZ/SpecialEventsNetIncomeLossAmt028563
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052615
IRS990EZ/TotalProgramServiceExpensesAmt04691
IRS990EZ/TotalRevenueAmt045715
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LEXRICH5.ORG/DOMAIN/8
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0453
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0217
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06019
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010173
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt080876
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt084251
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt028185
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0100903
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt096282
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0390497
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0400670
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083620
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084704
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0101643
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0102301
IRS990ScheduleA/Total509Grp/TotalAmt0400670
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083620
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt084704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt028402
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0101643
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0102301
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0400670
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026993
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055512
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055512
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055512
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055512
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028519
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026993
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026993
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CORRECTION SUBMITTED FOR PAGE 2, PART III, LINES 28-32.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES COMMITTEE EXPENSES 1,509 CLASSROOM MATERIALS 48,204 PRINCIPAL DESIGNATIONS 2,467 TOTAL 52,180
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA MACQUEEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08034764500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-01
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA F SZUHY CPA
ReturnHeader/ReturnTs02024-02-01T08:42:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MEGAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUCK
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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
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
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$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. 2023 filings • 501(c)3 • <$500k nonprofits