Civic Intelligence

Banks Trail Middle School PTO

990EZ • Fiscal year 2017 • EIN 46-3452420

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 30, 2017

Organization ProfileBTMSPTO.WIXSITE.COM/BTMSPTO2017
1640 Banks RdFort Mill, SC 29715

(503) 970-7213

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

10th percentile

-36%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$4,493

No earlier filing loaded for comparison.

Net Assets

$4,493

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

$11,517

No earlier filing loaded for comparison.

Expenses

$15,641

No earlier filing loaded for comparison.

Net Income

-$4,124

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2017

Assets$4,493
Liabilities-
Net Assets$4,493
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2017

Revenue$11,517
Expenses$15,641
Net Income-$4,124
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 30, 2017
Return Version
2016v3.0
Gross Receipts
$13,685
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 CURRICULUMS.-$15,573
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTINE STRANDBERGPresidentPT$0--
ALISON WARRENVP Of FundraPT$0--
CAROLYN A SEEKINGSVP School Pr-$0--
MARIE DEMARTINOVice Preside-$0--
KELLY MOTTIERVP School Pr-$0--
GENEVIEVE SMITHVP Of Hospit-$0--
KRISTY MARKNERSSecretary-$0--
ANDREW MARKNERSCo-Treasurer-$0--
SARA MCCARTCo-Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Banks Trail Middle School Pto
EIN
46-3452420
Phone
5039707213
Address
1640 BANKS RD, FORT MILL, SC 29715

Signing Officer

Name
Kristine Strandberg
Title
President
Phone
5039707213
Signed
2017-10-30
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 supplies 68 insurance 569 classroom supplies total 400 clubs 7,500 8th grade dance 567 misc 550 school capital purchase 851 school store 485 staff gifts total 1,445 staff hospitality total 2,102 student gifts 949 volunteer hospitality 155 total 15,641”

Form 990-ez, Part III

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

Raw XML Appendix142 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/PersonNm0SARA MCCART
IRS990EZ/BooksInCareOfDetail/PhoneNum05039707213
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029715
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08617
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04493
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0168
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4124
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08617
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04493
IRS990EZ/FundraisingGrossIncomeAmt012990
IRS990EZ/GrossReceiptsAmt013685
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08617
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04493
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08617
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04493
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTINE STRANDBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALISON WARREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROLYN A SEEKINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIE DEMARTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLY MOTTIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GENEVIEVE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KRISTY MARKNERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANDREW MARKNERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SARA MCCART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF FUNDRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP SCHOOL PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP SCHOOL PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF HOSPIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CO-TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015641
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT OF BANKS TRAIL MIDDLE SCHOOL PROGRAMS AND TEACHING CURRICULUMS.
IRS990EZ/ProgramServiceRevenueAmt0527
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPORT OF BANKS TRAIL MIDDLE SCHOOL PROGRAMS AND TEACHING CURRICULUMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015573
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02168
IRS990EZ/SpecialEventsNetIncomeLossAmt010822
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015641
IRS990EZ/TotalProgramServiceExpensesAmt015573
IRS990EZ/TotalRevenueAmt011517
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://BTMSPTO.WIXSITE.COM/BTMSPTO2017
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0168
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0168
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013517
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt013517
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt013685
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013685
IRS990ScheduleA/Total509Grp/TotalAmt013685
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt013685
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 68 INSURANCE 569 CLASSROOM SUPPLIES TOTAL 400 CLUBS 7,500 8TH GRADE DANCE 567 MISC 550 SCHOOL CAPITAL PURCHASE 851 SCHOOL STORE 485 STAFF GIFTS TOTAL 1,445 STAFF HOSPITALITY TOTAL 2,102 STUDENT GIFTS 949 VOLUNTEER HOSPITALITY 155 TOTAL 15,641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE SUPPORT OF BANKS TRAIL MIDDLE SCHOOL PROGRAMS AND TEACHING CURRICULUMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTINE STRANDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05039707213
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BANKS TRAIL MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0BANK
ReturnHeader/Filer/EIN0463452420
ReturnHeader/Filer/PhoneNum05039707213
ReturnHeader/Filer/USAddress/AddressLine1Txt01640 BANKS RD
ReturnHeader/Filer/USAddress/CityNm0FORT MILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029715
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07DD2B39456CB59AEA4CBD3A4B9242964831D03B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F54AA8E5C2852FAB473639AD7A0166FAFED196F4
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161658792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT PALMER AND ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01201 CAROLINA PLACE STE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0297086502
ReturnHeader/PreparerPersonGrp/PhoneNum08035477066
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT F PALMER III
ReturnHeader/ReturnTs02017-11-01T10:39:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,493
Liabilities
-
Net assets
$4,493
Revenue
$11,517
Expenses
$15,641
Net income
-$4,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.6$21.6$27.6$19.0$8.57
2024Summary only. Only limited summary data is available for this year.$13.1$0.00$43.1$40.9$2.13
2023Detailed filing. Detailed filing data is available for this year.$10.9$10.9$38.2$37.6$0.56
2022Detailed filing. Detailed filing data is available for this year.$10.4$10.4$16.1$12.0$4.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.21$6.21$22.1$22.4$0.31
2020Detailed filing. Detailed filing data is available for this year.$6.52$6.52$17.5$26.4$8.84
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$15.4$38.5$28.2$10.4
2018Detailed filing. Detailed filing data is available for this year.$4.99$4.99$34.9$34.4$0.50
2017Detailed filing. Detailed filing data is available for this year.$4.49$4.49$11.5$15.6$4.12