Civic Intelligence

PTA South Carolina Congress

990EZ • Fiscal year 2020 • EIN 57-0671183

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 02, 2020

251 Alice DriveSumter, SC 29150-3877

(803) 795-5678

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

27th percentile

-11%

Higher net margin than 27% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

-16%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$2,996

Down $2,393 (-44%) from 2019

Net Assets

Down

$2,996

Down $2,393 (-44%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$21,833

Down $4,155 (-16%) from 2019

Expenses

Down

$24,226

Down $6,148 (-20%) from 2019

Net Income

Up

-$2,393

Up $1,993 (+45%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$2,996
Liabilities$0
Net Assets$2,996

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$21,833
Expenses$24,226
Net Income-$2,393
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 2, 2020
Return Version
2019v5.1
Gross Receipts
$55,971
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
CHILD ADVOCACY$0$23,153
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELI MCQUEENPresidentPT$0--
JESSICA ALTMANVice Pres Of MembershipPT$0--
KORI SCHARFENBERGVice Pres Of FundraisersPT$0--
KIMBERLY WHITETreasurerPT$0--
TIFFANY FONDESSSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$11,632$11,632$3,800$7,832
Spring Fundraiser$10,451$10,451$7,125$3,326
Total Events$53,934$53,934$34,138$19,796
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
Kimberly White
Title
Treasurer
Phone
8037750857
Signed
2020-11-02
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 8 - Other Revenue

Description: INTEREST. Amount: 5.

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

Description: SUPPLIES. Amount: 321. Description: INSURANCE. Amount: 355. Description: BANK FEES. Amount: 36. Description: TEACHER/SCHOOL GRANTS. Amount: 13,327. Description: HOSPITALITY. Amount: 1,735. Description: FIELD TRIPS. Amount: 3,200. Description: TSHIRTS. Amount: 1,642. Description: BEAUTIFICATION. Amount: 3,250. Description: DUES. Amount: 50. Total to Form 990-EZ, line 16: 23,916.

Raw XML Appendix202 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/BusinessName/BusinessNameLine1Txt0ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum08037955678
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0251 ALICE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUMTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05389
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02996
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/GrossReceiptsAmt055971
IRS990EZ/GroupExemptionNum08506
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02996
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELI MCQUEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA ALTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KORI SCHARFENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIMBERLY WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TIFFANY FONDESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRES OF FUNDRAISERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt023916
IRS990EZ/OtherRevenueTotalAmt05
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023153
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt034138
IRS990EZ/SpecialEventsNetIncomeLossAmt019796
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024226
IRS990EZ/TotalProgramServiceExpensesAmt023153
IRS990EZ/TotalRevenueAmt021833
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0SC CONGRESS OF PARENTS/TEACHERS
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02032
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05790
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03692
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03294
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018098
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt053934
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt061754
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt073357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053564
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt030814
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0273423
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt052
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0291521
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055966
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067544
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt077049
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056854
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt034108
IRS990ScheduleA/Total509Grp/TotalAmt0291521
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt067551
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt077061
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt034122
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0291573
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034138
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010451
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011632
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt031851
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010451
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011632
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt031851
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053934
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019796
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt023213
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034138
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07125
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03800
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST. Amount: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: SUPPLIES. Amount: 321. Description: INSURANCE. Amount: 355. Description: BANK FEES. Amount: 36. Description: TEACHER/SCHOOL GRANTS. Amount: 13,327. Description: HOSPITALITY. Amount: 1,735. Description: FIELD TRIPS. Amount: 3,200. Description: TSHIRTS. Amount: 1,642. Description: BEAUTIFICATION. Amount: 3,250. Description: DUES. Amount: 50. Total to Form 990-EZ, line 16: 23,916.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08037750857
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-02
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0085270848389AFEFC70361063D38526AAC91919D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09141C9092B8F3290B2FDC9A392F271D1A62297B8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.233.127.4
ReturnHeader/FilingSecurityInformation/IPDt02020-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm007:25:41
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/ReturnTs02020-11-12T07:35:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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