Civic Intelligence

Banks Trail Middle School PTO

EIN 46-3452420 • 501(c)3 • Fort Mill, SC

Profile

To provide support of banks trail middle school programs and teaching curriculums.

1640 Banks RdFort Mill, SC 29715

btmspto.wixsite.com/BTMSPTO2017

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

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

90th percentile

66%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

22nd percentile

-36%

Faster revenue growth than 22% of similar nonprofits.

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

Assets

Up

$21,625

Up $8,569 (+66%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$21,625

No earlier filing loaded for comparison.

Revenue

Down

$27,608

Down $15,452 (-36%) from 2024

Expenses

Down

$19,039

Down $21,888 (-53%) from 2024

Net Income

Up

$8,569

Up $6,436 (+302%) from 2024

Trend Graphs

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2017: $4,493Net Assets 2017: $4,4932017Assets 2018: $4,990Net Assets 2018: $4,9902018Assets 2019: $15,353Net Assets 2019: $15,3532019Assets 2020: $6,515Net Assets 2020: $6,5152020Assets 2021: $6,209Net Assets 2021: $6,2092021Assets 2022: $10,366Net Assets 2022: $10,3662022Assets 2023: $10,923Net Assets 2023: $10,9232023Assets 2024: $13,056Liabilities 2024: $02024Assets 2025: $21,625Net Assets 2025: $21,6252025

Highlighted filing

2025

Assets$21,625
Liabilities-
Net Assets$21,625

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2017: $11,517Expenses 2017: $15,641Net Income 2017: -$4,1242017Revenue 2018: $34,877Expenses 2018: $34,379Net Income 2018: $4982018Revenue 2019: $38,548Expenses 2019: $28,185Net Income 2019: $10,3632019Revenue 2020: $17,539Expenses 2020: $26,377Net Income 2020: -$8,8382020Revenue 2021: $22,131Expenses 2021: $22,437Net Income 2021: -$3062021Revenue 2022: $16,132Expenses 2022: $11,977Net Income 2022: $4,1552022Revenue 2023: $38,201Expenses 2023: $37,644Net Income 2023: $5572023Revenue 2024: $43,060Expenses 2024: $40,927Net Income 2024: $2,1332024Revenue 2025: $27,608Expenses 2025: $19,039Net Income 2025: $8,5692025

Highlighted filing

2025

Revenue$27,608
Expenses$19,039
Net Income$8,569

Filings

Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 1, 2023
Return Version
2022v5.0
Gross Receipts
$38,201
Mission and Program Overview

Mission

To provide support of banks trail middle school programs and teaching curriculums.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SUPPORT OF BANKS TRAIL MIDDLE SCHOOL PROGRAMS AND TEACHING CURRICULUMNS.-$22,886
TO PROVIDE SUPPORT OF BANKS TRAIL MIDDLE SCHOOL PROGRAMS AND TEACHING CURRICULUMNS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA HALLPresident-$0--
JANE MOSHERSecretary-$0--
CARLY FULMERFundraising-$0--
SARA JOANNA RAMSEY KEYTreasurer-$0--
NICOLE ZORNCo-Chair Hos-$0--
SARAH MORRISCo-Chair Hos-$0--
JENNIFER FRIEDMANSpecial Even-$0--
SHERRA SWENSONSocial Media-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Boostertho$21,695$21,695-$21,695
Total Events$21,695$21,695-$21,695
Filing and Contact Details

Filer

Filer Name
Banks Trail Middle School Pto
EIN
46-3452420
Phone
8035782990
Address
1640 BANKS RD, FORT MILL, SC 29715

Signing Officer

Name
Melissa Hall
Title
President
Phone
8039841437
Signed
2023-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Robert Palmer and Associates LLC
Address
1201 CAROLINA PLACE STE 103, FORT MILL, SC 29708-6502
Preparer
Robert F Palmer Iii
Phone
8035477066
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses quickbook payment fees 385 insurance 355 clubs 5,049 teacher appreciation 7,508 reimbursed classroom exp 979 volunteer appreciation 88 8th grade graduation expe 1,827 hospitality expense 69 spirit expense 1,054 school beautification exp 233 spirit wear exp 960 media center exp 2,598 charitable donations 1,581 student scholarships 200 total 22,886

Form 990-ez, Part III

To provide support of banks trail middle school programs and teaching curriculums.

Form 990-ez, Part III, Line 31

To provide support of banks trail middle school programs and teaching curriculumns.

Raw XML Appendix173 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNIFER FRIEDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHERRA SWENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-CHAIR HOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-CHAIR HOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SPECIAL EVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SOCIAL MEDIA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022886
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProgramServiceRevenueAmt011274
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES QUICKBOOK PAYMENT FEES 385 INSURANCE 355 CLUBS 5,049 TEACHER APPRECIATION 7,508 REIMBURSED CLASSROOM EXP 979 VOLUNTEER APPRECIATION 88 8TH GRADE GRADUATION EXPE 1,827 HOSPITALITY EXPENSE 69 SPIRIT EXPENSE 1,054 SCHOOL BEAUTIFICATION EXP 233 SPIRIT WEAR EXP 960 MEDIA CENTER EXP 2,598 CHARITABLE DONATIONS 1,581 STUDENT SCHOLARSHIPS 200 TOTAL 22,886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE SUPPORT OF BANKS TRAIL MIDDLE SCHOOL PROGRAMS AND TEACHING CURRICULUMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE SUPPORT OF BANKS TRAIL MIDDLE SCHOOL PROGRAMS AND TEACHING CURRICULUMNS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08039841437
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
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ReturnHeader/Filer/EIN0463452420
ReturnHeader/Filer/PhoneNum08035782990
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161658792
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ReturnHeader/PreparerPersonGrp/PhoneNum08035477066
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT F PALMER III
ReturnHeader/ReturnTs02023-11-14T14:49:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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