Civic Intelligence

Dobys Bridge Elementary PTO

990 • Fiscal year 2019 • EIN 46-5615025

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 06, 2019

1000 Dragon WayFort Mill, SC 29715

(803) 835-5200

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$41,471

Up $7,959 (+24%) from 2018

Net Assets

Up

$41,471

Up $7,959 (+24%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$221,127

Up $31,908 (+17%) from 2018

Expenses

Up

$213,168

Up $33,964 (+19%) from 2018

Net Income

Down

$7,959

Down $2,056 (-21%) from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2014: $1,847Liabilities 2014: $02014Assets 2015: $24,646Net Assets 2015: $24,6462015Assets 2016: $40,491Net Assets 2016: $40,4912016Assets 2017: $23,497Net Assets 2017: $23,4972017Assets 2018: $33,512Liabilities 2018: $0Net Assets 2018: $33,5122018Assets 2019: $41,471Liabilities 2019: $0Net Assets 2019: $41,4712019Assets 2020: $87,439Liabilities 2020: $0Net Assets 2020: $87,4392020Assets 2021: $13,490Liabilities 2021: $0Net Assets 2021: $13,4902021Assets 2022: $53,600Liabilities 2022: $0Net Assets 2022: $53,6002022Assets 2023: $55,857Liabilities 2023: $0Net Assets 2023: $55,8572023Assets 2024: $60,953Liabilities 2024: $0Net Assets 2024: $60,9532024Assets 2025: $39,407Liabilities 2025: $0Net Assets 2025: $39,4072025

Highlighted filing

2019

Assets$41,471
Liabilities$0
Net Assets$41,471

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $2,711Expenses 2014: $864Net Income 2014: $1,8472014Revenue 2015: $162,012Expenses 2015: $139,214Net Income 2015: $22,7982015Revenue 2016: $142,764Expenses 2016: $126,919Net Income 2016: $15,8452016Revenue 2017: $157,726Expenses 2017: $174,720Net Income 2017: -$16,9942017Revenue 2018: $189,219Expenses 2018: $179,204Net Income 2018: $10,0152018Revenue 2019: $221,127Expenses 2019: $213,168Net Income 2019: $7,9592019Revenue 2020: $162,250Expenses 2020: $116,282Net Income 2020: $45,9682020Revenue 2021: $87,087Expenses 2021: $161,036Net Income 2021: -$73,9492021Revenue 2022: $129,827Expenses 2022: $89,717Net Income 2022: $40,1102022Revenue 2023: $118,437Expenses 2023: $116,180Net Income 2023: $2,2572023Revenue 2024: $159,209Expenses 2024: $154,113Net Income 2024: $5,0962024Revenue 2025: $132,804Expenses 2025: $154,350Net Income 2025: -$21,5462025

Highlighted filing

2019

Revenue$221,127
Expenses$213,168
Net Income$7,959
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 6, 2019
Return Version
2018v3.1
Gross Receipts
$242,148
Mission and Program Overview

Mission

The pto has been formed to promote the general welfare of all the children who are students attending doby's bridge elementary school to provide assistance to the faculty and staff in facilitating an excellent educational environment, and to foster cooperation and understanding between parents and/or legal guardians, faculty, students, and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$33,512$41,471▲ $7,959
Total Assets$33,512$41,471▲ $7,959
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$33,512$41,471▲ $7,959
Total Net Assets Fund Balance$33,512$41,471▲ $7,959
Total Liabilities and Net Assets / Fund Balance$33,512$41,471▲ $7,959
Compensation and Service Providers

Board Members and Trustees

NameTitle
Deborah HouserPresident
Jacki RamikissonAssistant to
Robyn SeidmanCo Treasurer
Teresa GeyingCo Treasurer
Amanda SavoyCo VP Fundra
Kelly QuaineCo VP Fundra
Jill BreazealeCo VP Hospit
Suzanne CriderCo VP Hospit
Rachel MannCo VP School
Jennifer DifrankCo VP Specia
Jane GiavedoniVolunteer Co
David BrunVP of Market
Baker StoutVP of Specia
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$51,181
Investment Income
$209
Other Revenue
$169,737
Change in Net Assets
$7,959
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$164,726
Professional Fundraising Fees$48,442
Total Fundraising Expense$48,442
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$48,442$48,442
All Other Expenses$42,618$943-$43,561
Other Expenses$5,917--$5,917
Fees for Services Accounting-$807-$807
Insurance-$515-$515
Total Functional Expenses$162,461$2,265$48,442$213,168
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$190,758
Professional Fundraising Fees$48,442
Fundraising Direct Expenses$21,021

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$139,724$139,724$5,616$134,108
Book Fair$21,022$21,022$8,923$12,099
Total Events$190,758$190,758$21,021$169,737
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Dobys Bridge Elementary Pto
EIN
46-5615025
Phone
8038355200
Address
1000 DRAGON WAY, FORT MILL, SC 29715

Signing Officer

Name
Deborah Houser
Title
President
Phone
7044001902
Signed
2019-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Houser
Formed
2013
Legal Domicile
Sc
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
124

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 - ORGANIZATION'S MISSION

The pto has been formed to promote the general welfare of all the children who are students attending doby's bridge elementary school to provide assistance to the faculty and staff in facilitating an excellent educational environment, and to foster cooperation and understanding between parents and/or legal guardians, faculty, students, and community.

Form 990, Part IX, Line 24E

Cash box expense 5,348 0 0 media center support 4,928 0 0 summer enrichment expense 4,600 0 0 art supplies expense 4,560 0 0 one book one school 3,656 0 0 charitable donations 3,300 0 0 spirit wear expense 2,687 0 0 field day expenses 2,136 0 0 school store expense 1,784 0 0 dragon disco expense 1,750 0 0 back to school picnic exp 1,296 0 0 volunteer appreciation fu 1,197 0 0 direct classroom support 1,035 0 0 technology supplies suppo 1,000 0 0 pto event expenses 931 0 0 pto supplies 0 816 0 library expense 757 0 0 5th grade graduation expe 697 0 0 school beautification exp 605 0 0 student agendas expense 229 0 0 bank fees 0 127 0 school supplies 95 0 0 spirit nights expense 27 0 0 total 42,618 943 0

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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0147284
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0167833
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0925036
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021021
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0139724
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021022
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt030012
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0190758
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0139724
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021022
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt030012
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0190758
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0169737
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06482
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021021
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05616
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08923
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PTO HAS BEEN FORMED TO PROMOTE THE GENERAL WELFARE OF ALL THE CHILDREN WHO ARE STUDENTS ATTENDING DOBY'S BRIDGE ELEMENTARY SCHOOL TO PROVIDE ASSISTANCE TO THE FACULTY AND STAFF IN FACILITATING AN EXCELLENT EDUCATIONAL ENVIRONMENT, AND TO FOSTER COOPERATION AND UNDERSTANDING BETWEEN PARENTS AND/OR LEGAL GUARDIANS, FACULTY, STUDENTS, AND COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CASH BOX EXPENSE 5,348 0 0 MEDIA CENTER SUPPORT 4,928 0 0 SUMMER ENRICHMENT EXPENSE 4,600 0 0 ART SUPPLIES EXPENSE 4,560 0 0 ONE BOOK ONE SCHOOL 3,656 0 0 CHARITABLE DONATIONS 3,300 0 0 SPIRIT WEAR EXPENSE 2,687 0 0 FIELD DAY EXPENSES 2,136 0 0 SCHOOL STORE EXPENSE 1,784 0 0 DRAGON DISCO EXPENSE 1,750 0 0 BACK TO SCHOOL PICNIC EXP 1,296 0 0 VOLUNTEER APPRECIATION FU 1,197 0 0 DIRECT CLASSROOM SUPPORT 1,035 0 0 TECHNOLOGY SUPPLIES SUPPO 1,000 0 0 PTO EVENT EXPENSES 931 0 0 PTO SUPPLIES 0 816 0 LIBRARY EXPENSE 757 0 0 5TH GRADE GRADUATION EXPE 697 0 0 SCHOOL BEAUTIFICATION EXP 605 0 0 STUDENT AGENDAS EXPENSE 229 0 0 BANK FEES 0 127 0 SCHOOL SUPPLIES 95 0 0 SPIRIT NIGHTS EXPENSE 27 0 0 TOTAL 42,618 943 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt033512
IRS990/TotalAssetsEOYAmt041471
IRS990/TotalAssetsGrp/BOYAmt033512
IRS990/TotalAssetsGrp/EOYAmt041471
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt048442
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02265
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0162461
IRS990/TotalFunctionalExpensesGrp/TotalAmt0213168
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt033512
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt041471
IRS990/TotalProgramServiceExpensesAmt0162461
IRS990/TotalProgramServiceRevenueAmt051181
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt051390
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0221127
IRS990/TotalVolunteersCnt0124
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt033512
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt041471
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt033512
IRS990/UnrestrictedNetAssetsGrp/EOYAmt041471
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07001 THREE KINGS ROAD
IRS990/USAddress/CityNm0FORT MILL
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029715
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH HOUSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07044001902
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOBYS BRIDGE ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0DOBY
ReturnHeader/Filer/EIN0465615025
ReturnHeader/Filer/PhoneNum08038355200
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 DRAGON WAY
ReturnHeader/Filer/USAddress/CityNm0FORT MILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029715
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F3D5B1CE7FDAE29F381C4E26DC434D795667126B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F3D5B1CE7FDAE29F381C4E26DC434D795667126B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt08.15.201.105
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:39:22
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/PreparationDt02019-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT F PALMER III
ReturnHeader/ReturnTs02019-11-12T16:39:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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