Civic Intelligence

PTA South Carolina Congress

990 • Fiscal year 2015 • EIN 57-0535185

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 07, 2015

100 Winyah StreetGreenville, SC 29605

(864) 355-1200

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

79th percentile

33%

Faster asset growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

60th percentile

7.7%

Faster revenue growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$109,066

Up $27,068 (+33%) from 2014

Net Assets

Up

$109,066

Up $27,068 (+33%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$129,312

Up $9,212 (+7.7%) from 2014

Expenses

Down

$102,294

Down $4,524 (-4.2%) from 2014

Net Income

Up

$27,018

Up $13,736 (+103%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $71,264Liabilities 2011: $0Net Assets 2011: $71,2642011Assets 2012: $44,921Liabilities 2012: $0Net Assets 2012: $44,9212012Assets 2013: $68,716Liabilities 2013: $0Net Assets 2013: $68,7162013Assets 2014: $81,998Liabilities 2014: $0Net Assets 2014: $81,9982014Assets 2015: $109,066Liabilities 2015: $0Net Assets 2015: $109,0662015Assets 2016: $69,418Liabilities 2016: $0Net Assets 2016: $69,4182016Assets 2017: $102,586Liabilities 2017: $0Net Assets 2017: $102,5862017Assets 2018: $145,674Liabilities 2018: $0Net Assets 2018: $145,6742018Assets 2019: $168,206Liabilities 2019: $0Net Assets 2019: $168,2062019Assets 2020: $209,293Liabilities 2020: $0Net Assets 2020: $209,2932020Assets 2021: $228,889Liabilities 2021: $0Net Assets 2021: $228,8892021Assets 2022: $249,529Liabilities 2022: $0Net Assets 2022: $249,5292022Assets 2023: $246,542Liabilities 2023: $0Net Assets 2023: $246,5422023Assets 2024: $236,611Liabilities 2024: $0Net Assets 2024: $236,6112024Assets 2025: $183,871Liabilities 2025: $0Net Assets 2025: $183,8712025

Highlighted filing

2015

Assets$109,066
Liabilities$0
Net Assets$109,066

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $98,9782011Expenses 2012: $152,8672012Expenses 2013: $113,5092013Revenue 2014: $120,100Expenses 2014: $106,818Net Income 2014: $13,2822014Revenue 2015: $129,312Expenses 2015: $102,294Net Income 2015: $27,0182015Revenue 2016: $99,479Expenses 2016: $139,127Net Income 2016: -$39,6482016Revenue 2017: $107,192Expenses 2017: $74,024Net Income 2017: $33,1682017Revenue 2018: $123,856Expenses 2018: $80,768Net Income 2018: $43,0882018Revenue 2019: $129,513Expenses 2019: $106,981Net Income 2019: $22,5322019Revenue 2020: $107,282Expenses 2020: $66,195Net Income 2020: $41,0872020Revenue 2021: $100,287Expenses 2021: $80,691Net Income 2021: $19,5962021Revenue 2022: $130,370Expenses 2022: $109,730Net Income 2022: $20,6402022Revenue 2023: $130,367Expenses 2023: $133,354Net Income 2023: -$2,9872023Revenue 2024: $140,987Expenses 2024: $150,918Net Income 2024: -$9,9312024Revenue 2025: $146,397Expenses 2025: $199,137Net Income 2025: -$52,7402025

Highlighted filing

2015

Revenue$129,312
Expenses$102,294
Net Income$27,018
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 7, 2015
Return Version
2014v5.0
Gross Receipts
$157,530
Mission and Program Overview

Mission

To provide support of students and staff, and provide for supplies and services, not paid for by school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$81,998$109,066▲ $27,068
Rtn Earn Endowment Incm Other Fnds$81,998$109,066▲ $27,068
Total Assets$81,998$109,066▲ $27,068
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$81,998$109,066▲ $27,068
Total Liabilities and Net Assets / Fund Balance$81,998$109,066▲ $27,068
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jenna HowardCo-president
Julie WilsonCo-president
Jennifer HarveyCo-president Elect
Kasey FrankCo-president Elect
Anna Kate BrownSecretary
Carolyn TomilinsonTreasurer
Brantley HortonTreasurer Elect
Julie GoodVP Communications
Danice MuenierVP Enrichment
Emily PatrickVP Programs
Penn WilliamsVP Ways and Means
Revenue and Support

Revenue Composition

Contributions and Grants
$88,259
Program Service Revenue
$0
Investment Income
$48
Other Revenue
$41,005
All Other Contributions
$27,688
Change in Net Assets
$27,018
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$75,911
Professional Fundraising Fees$26,383
Total Fundraising Expense$26,383
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$32,772$373-$33,145
Fees for Services Professional Fundraising--$26,383$26,383
Other Expenses$6,583$508-$6,583
Payments to Affiliates$1,936--$1,936
Insurance-$470-$470
Fees for Services Accounting-$109-$109
Total Functional Expenses$74,451$1,460$26,383$102,294
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$68,764
Fundraising Direct Expenses$28,218
Professional Fundraising Fees$26,383

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Circus$41,192$41,192$10,534$30,658
Parents Part$8,164$8,164$4,075$4,089
Total Events$68,764$68,764$28,218$40,546
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

The organization has members with voting rights as to electingof the governing board and operation of the organization

Member election for additional members Part VI line 7A

All members may participate in the election of the governing board

Governing body decisions Part VI line 7B

The governing boby may make decisions concerning the appropriate ways to carry out the wishes of the membership

Form 990 governing body review Part VI line 11

The governing body will review the form 990 at a board of directorsmeeting before filing of the return

Governing documents etc available to public Part VI line 19

All governing documents are available to the public upon request

Filing and Contact Details

Filer

Filer Name
Pta South Carolina Congress
EIN
57-0535185
Address
100 WINYAH STREET, GREENVILLE, SC 29605
Doing Business As
Augusta Circle School Pta

Signing Officer

Name
Brantley Horton
Title
Treasurer Elect
Phone
8643551200
Signed
2015-12-07
Discuss with paid preparer
No

Organization Details

Principal Officer
Jenna Howard
Formed
1936
Legal Domicile
Sc
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
250

Preparer

Firm
Winters-Smith Associates LLC
Address
14 Waite Street, Greenville, SC 29607
Preparer
Karen Winters EA
Phone
8642438922
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

PRIOR PERIOD ADJUSTMENT

List of other expenses Part IX line 24E

Teacher support 15027copier expense 6489related arts 2378student supplies 9521computer supplies 2378school support 1671

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IRS990/Form990PartVIISectionAGrp/TitleTxt8VP ENRICHMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP PROGRAMS
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt074
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt077
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0155
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0114
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0468
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt068764
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt057870
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt067706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt066266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0132198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0392804
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt077
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0155
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0114
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0468
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt0776442
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0153654
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0148724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0163635
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0160099
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0150330
IRS990ScheduleA/Total509Grp/TotalAmt0776442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0153702
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0148798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0163712
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0160254
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0150444
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0776910
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0FUN RUN FOR STUDENTS
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt057202
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt030819
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0BOOSTERTHON FUN RUN
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt026383
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt01000 MANSELL EXCHANGE WEST
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0ALPHARETTA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0GA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd030022
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028218
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PARENTS PART
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CIRCUS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08164
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt041192
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019408
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt068764
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08164
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt041192
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019408
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt068764
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040546
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013609
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028218
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04075
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010534
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt057202
IRS990ScheduleG/TotalNetToOrganizationAmt030819
IRS990ScheduleG/TotalRetainedByContractorsAmt026383
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS WITH VOTING RIGHTS AS TO ELECTINGOF THE GOVERNING BOARD AND OPERATION OF THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS MAY PARTICIPATE IN THE ELECTION OF THE GOVERNING BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING BOBY MAY MAKE DECISIONS CONCERNING THE APPROPRIATE WAYS TO CARRY OUT THE WISHES OF THE MEMBERSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING BODY WILL REVIEW THE FORM 990 AT A BOARD OF DIRECTORSMEETING BEFORE FILING OF THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIOR PERIOD ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEACHER SUPPORT 15027COPIER EXPENSE 6489RELATED ARTS 2378STUDENT SUPPLIES 9521COMPUTER SUPPLIES 2378SCHOOL SUPPORT 1671
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt081998
IRS990/TotalAssetsEOYAmt0109066
IRS990/TotalAssetsGrp/BOYAmt081998
IRS990/TotalAssetsGrp/EOYAmt0109066
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt088259
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt026383
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01460
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt074451
IRS990/TotalFunctionalExpensesGrp/TotalAmt0102294
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt081998
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0109066
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt08521
IRS990/TotalProgramServiceExpensesAmt074451
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt040594
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0459
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0129312
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0250
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt081998
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0109066
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011 BACHMAN COURT
IRS990/USAddress/CityNm0GREENVILLE
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029605
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$1.46$1.99$0.53
2024Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$1.41$1.51$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$1.30$1.33$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$1.30$1.10$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$1.00$0.81$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$1.07$0.66$0.41
2019Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$1.30$1.07$0.23
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$1.24$0.81$0.43
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.07$0.74$0.33
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.99$1.39$0.40
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$1.29$1.02$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$1.20$1.07$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$1.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.45$1.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.99