Civic Intelligence

PTA South Carolina Congress - Oak Grove Elementary School PTA

EIN 57-0676261 • 501(c)3 • Lexington, SC

Profile

Parent teacher organization to benefit students

479 Oak DriveLexington, SC 29073

na

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

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

10th percentile

-90%

Higher net margin than 10% of similar nonprofits.

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

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 2021

Asset Growth

22nd percentile

-42%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

12th percentile

-71%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$9,483

Down $6,821 (-42%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$9,483

Down $6,821 (-42%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Down

$7,594

Down $18,266 (-71%) from 2020

Expenses

Down

$14,415

Down $5,974 (-29%) from 2020

Net Income

Down

-$6,821

Down $12,292 (-225%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$60K$40K$20K$0Assets 2011: $40,072Liabilities 2011: $02011Assets 2012: $23,589Liabilities 2012: $02012Assets 2013: $17,702Liabilities 2013: $02013Assets 2014: $24,284Liabilities 2014: $02014Assets 2016: $15,394Liabilities 2016: $02016Assets 2017: $22,236Liabilities 2017: $02017Assets 2018: $20,679Liabilities 2018: $02018Assets 2020: $16,304Net Assets 2020: $16,3042020Assets 2021: $9,483Net Assets 2021: $9,4832021

Highlighted filing

2021

Assets$9,483
Liabilities-
Net Assets$9,483
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

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

$40K$20K$0-$20KRevenue 2011: $23,866Expenses 2011: $12,613Net Income 2011: $11,2532011Revenue 2012: $18,903Expenses 2012: $35,386Net Income 2012: -$16,4832012Revenue 2013: $16,440Expenses 2013: $22,327Net Income 2013: -$5,8872013Revenue 2014: $18,746Expenses 2014: $12,164Net Income 2014: $6,5822014Revenue 2016: $1,646Expenses 2016: $18,005Net Income 2016: -$16,3592016Revenue 2017: $24,273Expenses 2017: $17,431Net Income 2017: $6,8422017Revenue 2018: $8,465Expenses 2018: $10,022Net Income 2018: -$1,5572018Revenue 2020: $25,860Expenses 2020: $20,389Net Income 2020: $5,4712020Revenue 2021: $7,594Expenses 2021: $14,415Net Income 2021: -$6,8212021

Highlighted filing

2021

Revenue$7,594
Expenses$14,415
Net Income-$6,821
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$9,483
Liabilities
-
Net assets
$9,483
Revenue
$7,594
Expenses
$14,415
Net income
-$6,821
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$9.48$9.48$7.59$14.4$6.82
2020Detailed filing. Detailed filing data is available for this year.$16.3$16.3$25.9$20.4$5.47
2018Summary only. Only limited summary data is available for this year.$20.7$0.00$8.47$10.0$1.56
2017Summary only. Only limited summary data is available for this year.$22.2$0.00$24.3$17.4$6.84
2016Summary only. Only limited summary data is available for this year.$15.4$0.00$1.65$18.0$16.4
2014Summary only. Only limited summary data is available for this year.$24.3$0.00$18.7$12.2$6.58
2013Summary only. Only limited summary data is available for this year.$17.7$0.00$16.4$22.3$5.89
2012Summary only. Only limited summary data is available for this year.$23.6$0.00$18.9$35.4$16.5
2011Summary only. Only limited summary data is available for this year.$40.1$0.00$23.9$12.6$11.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 1, 2022
Return Version
2020v4.1
Gross Receipts
$8,472
Mission and Program Overview

Mission

Parent teacher organization to benefit students

Program Services

DescriptionGrantsExpenses
PARENT TEACHER ORGANIZATION TO BENEFIT STUDENTS-$14,415
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM DUNBARPresidentPT$0--
ANABELLE MEDINAV PresPT$0--
MAGGIE VELTRETreasPT$0--
BRAD DUNBARSecrPT$0--
Filing and Contact Details

Filer

Filer Name
Pta South Carolina Congress - Oak Grove Elementary School Pta
EIN
57-0676261
Phone
8033560220
Address
479 OAK DRIVE, LEXINGTON, SC 29073

Signing Officer

Name
Maggie Veltre
Title
Treasurer
Phone
8436937882
Signed
2022-02-01
Discuss with paid preparer
No

Preparer

Firm
Beverly C Winstead CPA PA
Address
3965 A Southeastern Way, West Columbia, SC 29169
Preparer
Beverly C Winstead
Phone
8034071234
Supplemental Narrative

Additional Explanations

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

“BANK CHARGES 1,762”

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

“OFFICE SUPPLIES 52”

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

“BUSINESS SERVICES 219”

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

“INSURANCE 315”

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

“SCHOLARSHIP 2,000”

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

“SCHOOL SUPPLIES 3,866”

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

“STAFF APPRECIATION 575”

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

“Student appreciation 2,055”

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

“Teacher appreciation 3,404”

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

“MEMBERSHIPS 167”

Raw XML Appendix161 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/PersonNm0MAGGIE VELTRE
IRS990EZ/BooksInCareOfDetail/PhoneNum08436937882
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0479 OAK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0290737849
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016304
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09483
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6821
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016304
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09483
IRS990EZ/FundraisingGrossIncomeAmt07636
IRS990EZ/GrossReceiptsAmt08472
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0836
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016304
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09483
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016304
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09483
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM DUNBAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANABELLE MEDINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MAGGIE VELTRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRAD DUNBAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014415
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ORGANIZATION TO BENEFIT STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARENT TEACHER ORGANIZATION TO BENEFIT STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014415
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0878
IRS990EZ/SpecialEventsNetIncomeLossAmt06758
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt014415
IRS990EZ/TotalProgramServiceExpensesAmt014415
IRS990EZ/TotalRevenueAmt07594
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlDecidingGrntFrgnOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SubstitutionBeyondOrgCntlInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgClassDesignatedInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportForeignOrgNoDetermInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0570670772
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OAK GROVE ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK CHARGES 1,762
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE SUPPLIES 52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BUSINESS SERVICES 219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE 315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIP 2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOOL SUPPLIES 3,866
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STAFF APPRECIATION 575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7STUDENT APPRECIATION 2,055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TEACHER APPRECIATION 3,404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEMBERSHIPS 167
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MAGGIE VELTRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08436937882
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA SOUTH CAROLINA CONGRESS - OAK GROVE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAS
ReturnHeader/Filer/EIN0570676261
ReturnHeader/Filer/PhoneNum08033560220
ReturnHeader/Filer/USAddress/AddressLine1Txt0479 OAK DRIVE
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029073
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Beverly C Winstead CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03965 A Southeastern Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Columbia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029169
ReturnHeader/PreparerPersonGrp/PhoneNum08034071234
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Beverly C Winstead
ReturnHeader/ReturnTs02022-02-01T11:53:39-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MAGGIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VELTRE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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