Civic Intelligence

Carlisle Fosters Grove School Sc PTA

EIN 47-1278741 • 501(c)3 • Chesnee, SC

Profile

Educational Support

625 Fosters Grove RoadChesnee, SC 29323
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

10th percentile

-86%

Higher net margin than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

41st percentile

-8.8%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-54%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$58,013

Down $5,631 (-8.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$58,013

Down $5,631 (-8.8%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin10th percentile

Revenue

Down

$6,559

Down $7,696 (-54%) from 2021

Expenses

Up

$12,190

Up $2,959 (+32%) from 2021

Net Income

Down

-$5,631

Down $10,655 (-212%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$80K$60K$40K$20K$0Assets 2015: $57,338Liabilities 2015: $0Net Assets 2015: $57,3382015Assets 2016: $64,863Liabilities 2016: $0Net Assets 2016: $64,8632016Assets 2017: $67,926Liabilities 2017: $02017Assets 2018: $75,437Liabilities 2018: $0Net Assets 2018: $75,4372018Assets 2019: $77,313Liabilities 2019: $0Net Assets 2019: $77,3132019Assets 2020: $58,620Liabilities 2020: $0Net Assets 2020: $58,6202020Assets 2021: $63,644Liabilities 2021: $0Net Assets 2021: $63,6442021Assets 2022: $58,013Liabilities 2022: $0Net Assets 2022: $58,0132022

Highlighted filing

2022

Assets$58,013
Liabilities$0
Net Assets$58,013
Open 2022 Filing

Operations Trend

Revenue Growth17th percentile

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

$40K$20K$0-$20KRevenue 2015: $27,483Expenses 2015: $20,246Net Income 2015: $7,2372015Revenue 2016: $21,155Expenses 2016: $13,630Net Income 2016: $7,5252016Revenue 2017: $20,258Expenses 2017: $17,195Net Income 2017: $3,0632017Revenue 2018: $25,860Expenses 2018: $18,349Net Income 2018: $7,5112018Revenue 2019: $16,559Expenses 2019: $14,683Net Income 2019: $1,8762019Revenue 2020: -$7,502Expenses 2020: $11,191Net Income 2020: -$18,6932020Revenue 2021: $14,255Expenses 2021: $9,231Net Income 2021: $5,0242021Revenue 2022: $6,559Expenses 2022: $12,190Net Income 2022: -$5,6312022

Highlighted filing

2022

Revenue$6,559
Expenses$12,190
Net Income-$5,631
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,013
Liabilities
$0
Net assets
$58,013
Revenue
$6,559
Expenses
$12,190
Net income
-$5,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$58.0$0.00$58.0$6.56$12.2$5.63
2021Detailed filing. Detailed filing data is available for this year.$63.6$0.00$63.6$14.3$9.23$5.02
2020Detailed filing. Detailed filing data is available for this year.$58.6$0.00$58.6$7.50$11.2$18.7
2019Detailed filing. Detailed filing data is available for this year.$77.3$0.00$77.3$16.6$14.7$1.88
2018Detailed filing. Detailed filing data is available for this year.$75.4$0.00$75.4$25.9$18.3$7.51
2017Summary only. Only limited summary data is available for this year.$67.9$0.00$20.3$17.2$3.06
2016Detailed filing. Detailed filing data is available for this year.$64.9$0.00$64.9$21.2$13.6$7.53
2015Detailed filing. Detailed filing data is available for this year.$57.3$0.00$57.3$27.5$20.2$7.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 4, 2022
Return Version
2021v4.2
Gross Receipts
$20,482
Mission and Program Overview

Mission

Educational Support

Program Services

DescriptionGrantsExpenses
Provide classroom supplies and equipment. Fund activities for the staff, students, and families of Carlisle Fosters Grove Elementary School.-$9,946
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura HumphreyTreasurer-$0--
Tracie ColbertPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
BookFair$14,384$14,384-$14,384
Fundraiser$5,205$5,205-$5,205
Total Events$19,589$19,589$13,924$5,665
Filing and Contact Details

Filer

Filer Name
Carlisle Fosters Grove School SC PTA
EIN
47-1278741
Address
625 Fosters Grove Road, Chesnee, SC 29323

Signing Officer

Name
Tracie Colbert
Title
President
Phone
8646415059
Signed
2022-11-04
Discuss with paid preparer
No

Preparer

Firm
Boiling Springs Tax & Payroll Svc
Address
P O Box 161600, Boiling Springs, SC 29316
Preparer
Kimberly McMillan
Phone
8645991367
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 4,629Volunteer Appreciation 321Staff Appreciation 3,929PTA expenses 1,067Fish Tank Expense 1,559Licenses 50Subscriptions 120”

Description of other assets Part II line 24

“Category Beginning of Year End of YearFixed Assets Less Accum. Depre 19,743 35,114”

Raw XML Appendix160 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/PersonNm0Laura Humphrey
IRS990EZ/BooksInCareOfDetail/PhoneNum08649787892
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0625 Fosters Grove Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chesnee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029323
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043901
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022899
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5631
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0513
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063644
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058013
IRS990EZ/FundraisingGrossIncomeAmt019981
IRS990EZ/GrossReceiptsAmt020482
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0501
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063644
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058013
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063644
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Laura Humphrey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tracie Colbert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt019743
IRS990EZ/OtherAssetsTotalDetail/EOYAmt035114
IRS990EZ/OtherExpensesTotalAmt011675
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational Support
IRS990EZ/PrintingPublicationsPostageAmt02
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide classroom supplies and equipment. Fund activities for the staff, students, and families of Carlisle Fosters Grove Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09946
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013923
IRS990EZ/SpecialEventsNetIncomeLossAmt06058
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012190
IRS990EZ/TotalProgramServiceExpensesAmt09946
IRS990EZ/TotalRevenueAmt06559
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0501
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01273
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0568
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03542
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt019981
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt027241
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt036230
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt059365
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt051636
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0194453
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0197995
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt020482
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt027241
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt037430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060638
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052204
IRS990ScheduleA/Total509Grp/TotalAmt0197995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt020482
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt027241
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt037430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060638
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052204
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0197995
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013924
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BookFair
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014384
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05205
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019589
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014384
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05205
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019589
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05665
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt011546
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt02378
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt013924
IRS990ScheduleG/LicensedStatesCd0SC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 4,629Volunteer Appreciation 321Staff Appreciation 3,929PTA expenses 1,067Fish Tank Expense 1,559Licenses 50Subscriptions 120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearFixed Assets Less Accum. Depre 19,743 35,114
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Tracie Colbert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08646415059
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carlisle Fosters Grove School SC PTA
ReturnHeader/Filer/BusinessNameControlTxt0COLB
ReturnHeader/Filer/EIN0471278741
ReturnHeader/Filer/USAddress/AddressLine1Txt0625 Fosters Grove Road
ReturnHeader/Filer/USAddress/CityNm0Chesnee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029323
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261451158
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boiling Springs Tax & Payroll Svc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 161600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boiling Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029316
ReturnHeader/PreparerPersonGrp/PhoneNum08645991367
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kimberly McMillan
ReturnHeader/ReturnTs02022-11-16T20:13:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tracie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Colbert
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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