Civic Intelligence

PTA South Carolina Congress

990EZ • Fiscal year 2017 • EIN 57-0662019

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

809 Reid School RoadTaylors, SC 29687-4419

(864) 355-1995

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

31st percentile

-4.3%

Higher net margin than 31% 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

29th percentile

-9.7%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$17,544

Down $1,895 (-9.7%) from 2016

Net Assets

Down

$17,544

Down $1,895 (-9.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$44,070

Up $8,851 (+25%) from 2016

Expenses

Up

$45,965

Up $7,316 (+19%) from 2016

Net Income

Up

-$1,895

Up $1,535 (+45%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $12,492Liabilities 2011: $02011Assets 2012: $19,765Liabilities 2012: $02012Assets 2013: $18,674Liabilities 2013: $02013Assets 2014: $27,475Liabilities 2014: $0Net Assets 2014: $27,4752014Assets 2015: $34,172Liabilities 2015: $0Net Assets 2015: $34,1722015Assets 2016: $19,439Liabilities 2016: $0Net Assets 2016: $19,4392016Assets 2017: $17,544Liabilities 2017: $0Net Assets 2017: $17,5442017Assets 2018: $15,881Liabilities 2018: $0Net Assets 2018: $15,8812018Assets 2019: $13,015Liabilities 2019: $0Net Assets 2019: $13,0152019Assets 2021: $21,868Liabilities 2021: $02021Assets 2022: $22,410Liabilities 2022: $0Net Assets 2022: $22,4102022Assets 2023: $18,958Liabilities 2023: $0Net Assets 2023: $18,9582023Assets 2024: $29,579Net Assets 2024: $29,5792024Assets 2025: $23,115Net Assets 2025: $52,6942025

Highlighted filing

2017

Assets$17,544
Liabilities$0
Net Assets$17,544

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $24,591Expenses 2011: $26,437Net Income 2011: -$1,8462011Revenue 2012: $57,646Expenses 2012: $50,374Net Income 2012: $7,2722012Revenue 2013: $64,722Expenses 2013: $65,813Net Income 2013: -$1,0912013Revenue 2014: $34,548Expenses 2014: $25,747Net Income 2014: $8,8012014Revenue 2015: $26,719Expenses 2015: $20,022Net Income 2015: $6,6972015Revenue 2016: $35,219Expenses 2016: $38,649Net Income 2016: -$3,4302016Revenue 2017: $44,070Expenses 2017: $45,965Net Income 2017: -$1,8952017Revenue 2018: $38,639Expenses 2018: $40,302Net Income 2018: -$1,6632018Revenue 2019: $30,632Expenses 2019: $33,498Net Income 2019: -$2,8662019Revenue 2021: $4,966Expenses 2021: $3,374Net Income 2021: $1,5922021Revenue 2022: $15,821Expenses 2022: $15,279Net Income 2022: $5422022Revenue 2023: $15,068Expenses 2023: $18,520Net Income 2023: -$3,4522023Revenue 2024: $53,794Expenses 2024: $43,173Net Income 2024: $10,6212024Revenue 2025: $67,503Expenses 2025: $44,388Net Income 2025: $23,1152025

Highlighted filing

2017

Revenue$44,070
Expenses$45,965
Net Income-$1,895
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$51,817
Mission and Program Overview

Mission

To make every child's potential a reality.

Program Services

DescriptionGrantsExpenses
NEW CURRICULUM FUNDRAISER FOR BOOKS, TECHNOLOGY, FIELD TRIPS AND TEACHER ALLOTMENTS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM GEERPresidentPT$0--
SARA POLKTreasurerPT$0--
HEATHER YATESSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser/raise Craze$17,231$17,231$1,183$16,048
Spring Carnival$8,808$8,808$2,172$6,636
Total Events$26,039$26,039$3,355$22,684
Filing and Contact Details

Filer

Filer Name
Pta South Carolina Congress
EIN
57-0662019
Phone
8643551995
Address
809 REID SCHOOL ROAD, TAYLORS, SC 29687-4419

Signing Officer

Name
Kim Geer
Title
President
Phone
8643551995
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Pope Smith Brown & King Pa
Address
309 E STONE AVENUE, GREENVILLE, SC 29609
Preparer
Paige Bergenthal
Phone
8642420656
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: INTEREST INCOME. Amount: 23.

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: BOX TOPS. Amount: 1,799. Description: CRAFT FAIR. Amount: 1,335. Description: ART SHOW. Amount: 2,806. Description: BUSINESS PARTNERSHIPS. Amount: 2,896. Total to Form 990-EZ, line 8: 8,836.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: ACTIVITIES. Amount: 1,909. Description: ENRICHMENT/CLUB GROUP. Amount: 5,983. Description: FIELD TRIPS. Amount: 5,250. Description: TECHNOLOGY DISBURSEMENTS. Amount: 17,150. Description: PTA OPERATIONAL - SUPPLIES. Amount: 4,497. Description: APPRECIATION. Amount: 2,354. Description: AWARDS. Amount: 1,259. Description: MISCELLANEOUS. Amount: 3,347. Total to Form 990-EZ, line 16: 41,749.

Raw XML Appendix169 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SARA POLK
IRS990EZ/BooksInCareOfDetail/PhoneNum08643551995
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0809 REID SCHOOL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TAYLORS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029687
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019439
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017544
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0500
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1895
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019439
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017544
IRS990EZ/FundraisingGrossIncomeAmt039761
IRS990EZ/GrossReceiptsAmt051817
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt02607
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019439
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017544
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019439
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017544
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM GEER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARA POLK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER YATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt041749
IRS990EZ/OtherRevenueTotalAmt08836
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MAKE EVERY CHILD'S POTENTIAL A REALITY.
IRS990EZ/PrintingPublicationsPostageAmt04016
IRS990EZ/ProgramServiceRevenueAmt090
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NEW CURRICULUM FUNDRAISER FOR BOOKS, TECHNOLOGY, FIELD TRIPS AND TEACHER ALLOTMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt07747
IRS990EZ/SpecialEventsNetIncomeLossAmt032014
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt045965
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt044070
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03114
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02973
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt055
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09274
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt069
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99260
IRS990ScheduleA/PublicSupportTotal170Amt09274
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03107
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03114
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02973
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt055
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09274
IRS990ScheduleA/TotalSupportAmt09343
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03355
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER/RAISE CRAZE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017231
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026039
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017231
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026039
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022684
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03355
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01183
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02172
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 23.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: BOX TOPS. Amount: 1,799. Description: CRAFT FAIR. Amount: 1,335. Description: ART SHOW. Amount: 2,806. Description: BUSINESS PARTNERSHIPS. Amount: 2,896. Total to Form 990-EZ, line 8: 8,836.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: ACTIVITIES. Amount: 1,909. Description: ENRICHMENT/CLUB GROUP. Amount: 5,983. Description: FIELD TRIPS. Amount: 5,250. Description: TECHNOLOGY DISBURSEMENTS. Amount: 17,150. Description: PTA OPERATIONAL - SUPPLIES. Amount: 4,497. Description: APPRECIATION. Amount: 2,354. Description: AWARDS. Amount: 1,259. Description: MISCELLANEOUS. Amount: 3,347. Total to Form 990-EZ, line 16: 41,749.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM GEER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08643551995
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA SOUTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAS
ReturnHeader/Filer/EIN0570662019
ReturnHeader/Filer/PhoneNum08643551995
ReturnHeader/Filer/USAddress/AddressLine1Txt0809 REID SCHOOL ROAD
ReturnHeader/Filer/USAddress/CityNm0TAYLORS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd0296874419
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FE15C27895CEDDD01CE8B36DB3BE55B053204768
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.44.226.130
ReturnHeader/FilingSecurityInformation/IPDt02017-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:59:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570839686
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POPE SMITH BROWN & KING PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0309 E STONE AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029609
ReturnHeader/PreparerPersonGrp/PhoneNum08642420656
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAIGE BERGENTHAL
ReturnHeader/ReturnTs02017-11-15T08:39:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.1$52.7$67.5$44.4$23.1
2024Detailed filing. Detailed filing data is available for this year.$29.6$29.6$53.8$43.2$10.6
2023Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$15.1$18.5$3.45
2022Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$15.8$15.3$0.54
2021Summary only. Only limited summary data is available for this year.$21.9$0.00$4.97$3.37$1.59
2019Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$30.6$33.5$2.87
2018Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$38.6$40.3$1.66
2017Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$44.1$46.0$1.90
2016Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$35.2$38.6$3.43
2015Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$26.7$20.0$6.70
2014Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$34.5$25.7$8.80
2013Summary only. Only limited summary data is available for this year.$18.7$0.00$64.7$65.8$1.09
2012Summary only. Only limited summary data is available for this year.$19.8$0.00$57.6$50.4$7.27
2011Summary only. Only limited summary data is available for this year.$12.5$0.00$24.6$26.4$1.85