Civic Intelligence

Carolina Forest Elementary PTO Inc

990EZ • Fiscal year 2025 • EIN 45-4454310

Jul 01, 2024 to Jun 30, 2025 • Filed on Sep 25, 2025

Organization ProfileN/A

Refreshing map…

285 Carolina Forest BlvdMyrtle Beach, SC 29579

(330) 998-4773

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

6th percentile

-83%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

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

Asset Growth

19th percentile

-24%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

4th percentile

-77%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$46,906

Down $14,478 (-24%) from 2024

Net Assets

Down

$46,906

Down $14,478 (-24%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$17,377

Down $57,332 (-77%) from 2024

Expenses

Down

$31,855

Down $9,020 (-22%) from 2024

Net Income

Down

-$14,478

Down $48,312 (-143%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$80K$60K$40K$20K$0Assets 2014: $12,084Liabilities 2014: $02014Assets 2015: $15,579Liabilities 2015: $02015Assets 2016: $18,708Liabilities 2016: $02016Assets 2017: $14,523Liabilities 2017: $02017Assets 2018: $10,642Liabilities 2018: $0Net Assets 2018: $10,6422018Assets 2019: $18,698Liabilities 2019: $0Net Assets 2019: $18,6982019Assets 2020: $20,309Liabilities 2020: $0Net Assets 2020: $20,3092020Assets 2021: $15,273Liabilities 2021: $0Net Assets 2021: $15,2732021Assets 2022: $22,471Net Assets 2022: $22,4712022Assets 2023: $27,550Net Assets 2023: $27,5502023Assets 2024: $61,384Net Assets 2024: $61,3842024Assets 2025: $46,906Net Assets 2025: $46,9062025

Highlighted filing

2025

Assets$46,906
Liabilities-
Net Assets$46,906
Open 2025 Filing

Operations Trend

Revenue Growth4th percentile

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

$100K$50K$0-$50KRevenue 2014: $32,288Expenses 2014: $27,788Net Income 2014: $4,5002014Revenue 2015: $54,646Expenses 2015: $52,124Net Income 2015: $2,5222015Revenue 2016: $49,333Expenses 2016: $47,661Net Income 2016: $1,6722016Revenue 2017: $53,460Expenses 2017: $57,645Net Income 2017: -$4,1852017Revenue 2018: $26,679Expenses 2018: $30,560Net Income 2018: -$3,8812018Revenue 2019: $22,357Expenses 2019: $14,301Net Income 2019: $8,0562019Revenue 2020: $31,009Expenses 2020: $29,398Net Income 2020: $1,6112020Revenue 2021: $17,933Expenses 2021: $22,969Net Income 2021: -$5,0362021Revenue 2022: $20,435Expenses 2022: $13,237Net Income 2022: $7,1982022Revenue 2023: $18,647Expenses 2023: $13,568Net Income 2023: $5,0792023Revenue 2024: $74,709Expenses 2024: $40,875Net Income 2024: $33,8342024Revenue 2025: $17,377Expenses 2025: $31,855Net Income 2025: -$14,4782025

Highlighted filing

2025

Revenue$17,377
Expenses$31,855
Net Income-$14,478
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 25, 2025
Return Version
2024v5.0
Gross Receipts
$17,377
Mission and Program Overview

Mission

To enrich the learning enviroment

The mission is to support the teaching and learning process by providing additional support and resources in order to enhance the quality of the educational programs for all students.

Program Services

DescriptionGrantsExpenses
TO PROVIDE CLASSROOM SUPPORT FOR ALL STUDENTS AND TEACHERS.-$31,855
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIANE WAGNERPresidentPT$0--
KATIE ROTHSecretary/FiPT$0--
SHAINA STEPHENSTreasurer-$0--
KATIE ROTHVolunteer Co-$0--
Filing and Contact Details

Filer

Filer Name
Carolina Forest Elementary Pto Inc
EIN
45-4454310
Phone
3309984773
Address
285 CAROLINA FOREST BLVD, MYRTLE BEACH, SC 29579

Signing Officer

Name
Juliane Wagner
Title
President
Phone
3309984773
Signed
2025-09-25
Discuss with paid preparer
Yes

Preparer

Firm
Clemmons King & Brown LLC
Address
1301 48TH AVE N STE C, MYRTLE BEACH, SC 29577
Preparer
Tonia J Clemmons CPA
Phone
8435820439
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses admin supplies 74 pto today - board insurance 699 fifth grade trip 1,000 spirit/grade shirts 11,340 classroom supplies 1,641 movie night 306 teacher appreciation 10,441 thanksgiving 493 veterans day 456 curriculum night 580 field day 3,525 sos registration 50 total 30,605”

Form 990-ez, Part III

“The mission is to support the teaching and learning process by providing additional support and resources in order to enhance the quality of the educational programs for all students.”

Raw XML Appendix131 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/PersonNm0SHAINA STEPHENS
IRS990EZ/BooksInCareOfDetail/PhoneNum03309984773
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08220 AUTUMN POND RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MYRTLE BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029579
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061384
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046906
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013713
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14478
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061384
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046906
IRS990EZ/FundraisingGrossIncomeAmt03636
IRS990EZ/GrossReceiptsAmt017377
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt028
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061384
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046906
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061384
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046906
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIANE WAGNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIE ROTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHAINA STEPHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE ROTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/FI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VOLUNTEER CO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030605
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION IS TO SUPPORT THE TEACHING AND LEARNING PROCESS BY PROVIDING ADDITIONAL SUPPORT AND RESOURCES IN ORDER TO ENHANCE THE QUALITY OF THE EDUCATIONAL PROGRAMS FOR ALL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE CLASSROOM SUPPORT FOR ALL STUDENTS AND TEACHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031855
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt03636
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031855
IRS990EZ/TotalProgramServiceExpensesAmt031855
IRS990EZ/TotalRevenueAmt017377
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013713
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013134
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt043657
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03664
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt093202
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt031522
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0128388
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0172045
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017377
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0106336
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048332
IRS990ScheduleA/Total509Grp/TotalAmt0172045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017377
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0106336
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt048332
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0172045
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMIN SUPPLIES 74 PTO TODAY - BOARD INSURANCE 699 FIFTH GRADE TRIP 1,000 SPIRIT/GRADE SHIRTS 11,340 CLASSROOM SUPPLIES 1,641 MOVIE NIGHT 306 TEACHER APPRECIATION 10,441 THANKSGIVING 493 VETERANS DAY 456 CURRICULUM NIGHT 580 FIELD DAY 3,525 SOS REGISTRATION 50 TOTAL 30,605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MISSION IS TO SUPPORT THE TEACHING AND LEARNING PROCESS BY PROVIDING ADDITIONAL SUPPORT AND RESOURCES IN ORDER TO ENHANCE THE QUALITY OF THE EDUCATIONAL PROGRAMS FOR ALL STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIANE WAGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03309984773
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROLINA FOREST ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0454454310
ReturnHeader/Filer/PhoneNum03309984773
ReturnHeader/Filer/USAddress/AddressLine1Txt0285 CAROLINA FOREST BLVD
ReturnHeader/Filer/USAddress/CityNm0MYRTLE BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029579
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0880874929
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLEMMONS KING & BROWN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 48TH AVE N STE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MYRTLE BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029577
ReturnHeader/PreparerPersonGrp/PhoneNum08435820439
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TONIA J CLEMMONS CPA
ReturnHeader/ReturnTs02025-10-06T18:13:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$46,906
Liabilities
-
Net assets
$46,906
Revenue
$17,377
Expenses
$31,855
Net income
-$14,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$46.9$46.9$17.4$31.9$14.5
2024Detailed filing. Detailed filing data is available for this year.$61.4$61.4$74.7$40.9$33.8
2023Detailed filing. Detailed filing data is available for this year.$27.6$27.6$18.6$13.6$5.08
2022Detailed filing. Detailed filing data is available for this year.$22.5$22.5$20.4$13.2$7.20
2021Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$17.9$23.0$5.04
2020Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$31.0$29.4$1.61
2019Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$22.4$14.3$8.06
2018Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$26.7$30.6$3.88
2017Summary only. Only limited summary data is available for this year.$14.5$0.00$53.5$57.6$4.19
2016Summary only. Only limited summary data is available for this year.$18.7$0.00$49.3$47.7$1.67
2015Summary only. Only limited summary data is available for this year.$15.6$0.00$54.6$52.1$2.52
2014Summary only. Only limited summary data is available for this year.$12.1$0.00$32.3$27.8$4.50