Civic Intelligence

Dobys Bridge Elementary PTO

990 • Fiscal year 2021 • EIN 46-5615025

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 03, 2021

Organization ProfileN/A
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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

8th percentile

-85%

Higher net margin than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

4th percentile

-85%

Faster asset growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-46%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$13,490

Down $73,949 (-85%) from 2020

Net Assets

Down

$13,490

Down $73,949 (-85%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin8th percentile

Revenue

Down

$87,087

Down $75,163 (-46%) from 2020

Expenses

Up

$161,036

Up $44,754 (+38%) from 2020

Net Income

Down

-$73,949

Down $119,917 (-261%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

2021

Assets$13,490
Liabilities$0
Net Assets$13,490
Open 2021 Filing

Operations Trend

Revenue Growth18th percentile

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

2021

Revenue$87,087
Expenses$161,036
Net Income-$73,949
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 3, 2021
Return Version
2020v4.0
Gross Receipts
$89,235
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$87,439$13,490▼ $73,949
Total Assets$87,439$13,490▼ $73,949
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$87,439$13,490▼ $73,949
Total Net Assets Fund Balance$87,439$13,490▼ $73,949
Total Liabilities and Net Assets / Fund Balance$87,439$13,490▼ $73,949
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Annamarie TuckerChair Specia
David BrunPresident
Marlena BrunGeneral Secr
Amanda SavoyTreasurer
Suzanne CriderVP Hospitali
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$19,174
Investment Income
$47
Other Revenue
$67,866
Change in Net Assets
$-73,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$129,011
Professional Fundraising Fees$32,025
Total Fundraising Expense$32,025
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$32,025$32,025
All Other Expenses$14,937$24-$14,961
Other Expenses$5,000--$5,000
Fees for Services Accounting-$893-$893
Office Expenses$35$170-$205
Advertising$136--$136
Total Functional Expenses$127,924$1,087$32,025$161,036
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$70,014
Professional Fundraising Fees$32,025
Fundraising Direct Expenses$2,148

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$70,014$70,014$2,148$67,866
Total Events$70,014$70,014$2,148$67,866
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 35% controlled entity
No
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 9

“Annamarie tucker 1786 felts parkway fort mill, sc 29715”

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
David Brun
Title
President
Phone
7044001902
Signed
2021-09-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Brun
Formed
2013
Legal Domicile
Sc
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
145

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.”

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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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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/ExplanationTxt1ANNAMARIE TUCKER 1786 FELTS PARKWAY FORT MILL, SC 29715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt087087
IRS990/TotalVolunteersCnt0145
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt087439
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013490
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03042 SLANEY CT
IRS990/USAddress/CityNm0FORT MILL
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029715
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID BRUN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07044001902
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-03
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/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/PreparationDt02021-09-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT F PALMER III
ReturnHeader/ReturnTs02021-09-10T14:43:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRUN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,490
Liabilities
$0
Net assets
$13,490
Revenue
$87,087
Expenses
$161,036
Net income
-$73,949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.33$1.54$0.22
2024Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$1.59$1.54$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.18$1.16$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$1.30$0.90$0.40
2021Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.87$1.61$0.74
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$1.62$1.16$0.46
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$2.21$2.13$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.89$1.79$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.23$1.58$1.75$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.40$1.43$1.27$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.25$1.62$1.39$0.23
2014Summary only. Only limited summary data is available for this year.$0.02$0.00$0.03$0.01$0.02