Civic Intelligence

Alice Drive Elementary School PTA

EIN 57-0671183 • 501(c)3 • Sumter, SC

Profile

CHILD ADVOCACY

251 Alice DriveSumter, SC 29150-3877

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

100th percentile

157%

Higher net margin than 100% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

Asset Growth

16th percentile

-57%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1,303

Down $1,693 (-57%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$1,303

Down $1,693 (-57%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$1,076

Down $22,909 (-105%) from 2020

Expenses

Down

$617

Down $23,609 (-97%) from 2020

Net Income

Up

-$1,693

Up $700 (+29%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$30K$20K$10K$0Assets 2011: $5,646Liabilities 2011: $02011Assets 2012: $12,369Liabilities 2012: $02012Assets 2013: $18,479Liabilities 2013: $02013Assets 2014: $24,503Liabilities 2014: $0Net Assets 2014: $24,5032014Assets 2015: $20,844Liabilities 2015: $0Net Assets 2015: $20,8442015Assets 2016: $25,967Liabilities 2016: $0Net Assets 2016: $25,9672016Assets 2017: $24,456Liabilities 2017: $0Net Assets 2017: $24,4562017Assets 2018: $9,775Liabilities 2018: $0Net Assets 2018: $9,7752018Assets 2019: $5,389Liabilities 2019: $0Net Assets 2019: $5,3892019Assets 2020: $2,996Liabilities 2020: $0Net Assets 2020: $2,9962020Assets 2021: $1,303Liabilities 2021: $0Net Assets 2021: $1,3032021

Highlighted filing

2021

Assets$1,303
Liabilities$0
Net Assets$1,303
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KRevenue 2011: $18,925Expenses 2011: $16,259Net Income 2011: $2,6662011Revenue 2012: $24,128Expenses 2012: $17,405Net Income 2012: $6,7232012Revenue 2013: $20,035Expenses 2013: $13,925Net Income 2013: $6,1102013Revenue 2014: $39,651Expenses 2014: $33,627Net Income 2014: $6,0242014Revenue 2015: $20,181Expenses 2015: $23,840Net Income 2015: -$3,6592015Revenue 2016: $22,161Expenses 2016: $17,038Net Income 2016: $5,1232016Revenue 2017: $22,929Expenses 2017: $23,513Net Income 2017: -$5842017Revenue 2018: $17,909Expenses 2018: $32,590Net Income 2018: -$14,6812018Revenue 2019: $25,988Expenses 2019: $30,374Net Income 2019: -$4,3862019Revenue 2020: $21,833Expenses 2020: $24,226Net Income 2020: -$2,3932020Revenue 2021: -$1,076Expenses 2021: $617Net Income 2021: -$1,6932021

Highlighted filing

2021

Revenue-$1,076
Expenses$617
Net Income-$1,693
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$1,303
Liabilities
$0
Net assets
$1,303
Revenue
-$1,076
Expenses
$617
Net income
-$1,693
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$1.08$0.62$1.69
2020Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$21.8$24.2$2.39
2019Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$26.0$30.4$4.39
2018Detailed filing. Detailed filing data is available for this year.$9.78$0.00$9.78$17.9$32.6$14.7
2017Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$22.9$23.5$0.58
2016Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$22.2$17.0$5.12
2015Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$20.2$23.8$3.66
2014Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$39.7$33.6$6.02
2013Summary only. Only limited summary data is available for this year.$18.5$0.00$20.0$13.9$6.11
2012Summary only. Only limited summary data is available for this year.$12.4$0.00$24.1$17.4$6.72
2011Summary only. Only limited summary data is available for this year.$5.65$0.00$18.9$16.3$2.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 5, 2021
Return Version
2020v4.1
Gross Receipts
$1,739
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
CHILD ADVOCACY$0$221
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELI MCQUEENPresidentPT$0--
KIMBERLY WHITETreasurerPT$0--
TIFFANY FONDESSSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$924$924-$924
Spring Fundraiser$187$187-$187
Total Events$1,374$1,374$2,815$-1,441
Filing and Contact Details

Filer

Filer Name
Alice Drive Elementary School Pta
EIN
57-0671183
Phone
8037955678
Address
251 ALICE DRIVE, SUMTER, SC 29150-3877

Signing Officer

Name
Tiffany Fodness
Title
Treasurer
Phone
8033814696
Signed
2021-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Shelly A Lundberg CPA
Address
2630-B Hardee Cove, Sumter, SC 29150
Preparer
Shelly A Lundberg
Phone
8034697300
Supplemental Narrative

Additional Explanations

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

“Description: BANK FEES. Amount: 36. Description: TSHIRTS. Amount: 221. Description: DUES. Amount: 50. Total to Form 990-EZ, line 16: 307.”

Raw XML Appendix182 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08037955678
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0251 ALICE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUMTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02996
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01303
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-1693
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0310
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt01374
IRS990EZ/GrossReceiptsAmt01739
IRS990EZ/GroupExemptionNum08506
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt01303
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02996
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01303
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELI MCQUEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIMBERLY WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIFFANY FONDESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0307
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt02815
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1441
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0617
IRS990EZ/TotalProgramServiceExpensesAmt0221
IRS990EZ/TotalRevenueAmt0-1076
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0SC CONGRESS OF PARENTS/TEACHERS
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02032
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05790
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015169
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0246983
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt038
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0262152
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04739
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0262190
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0924
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0187
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1441
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: BANK FEES. Amount: 36. Description: TSHIRTS. Amount: 221. Description: DUES. Amount: 50. Total to Form 990-EZ, line 16: 307.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIFFANY FODNESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08033814696
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALICE DRIVE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0ALIC
ReturnHeader/Filer/EIN0570671183
ReturnHeader/Filer/PhoneNum08037955678
ReturnHeader/Filer/USAddress/AddressLine1Txt0251 ALICE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SUMTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd0291503877
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300945787
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Shelly A Lundberg CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02630-B Hardee Cove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sumter
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029150
ReturnHeader/PreparerPersonGrp/PhoneNum08034697300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shelly A Lundberg
ReturnHeader/ReturnTs02021-11-04T09:33:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIFFANY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FODNESS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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