Civic Intelligence

Lexington Elementary School PTA

990EZ • Fiscal year 2017 • EIN 57-0722985

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2017

Organization ProfileN/A
116 Azalea DrLexington, SC 29072

(803) 821-4000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$18,614

Down $5,726 (-24%) from 2016

Net Assets

Down

$18,614

Down $5,726 (-24%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Down

$31,298

Down $4,686 (-13%) from 2016

Expenses

Up

$37,024

Up $13,962 (+61%) from 2016

Net Income

Down

-$5,726

Down $18,648 (-144%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$60K$40K$20K$0Assets 2011: $6,579Liabilities 2011: $0Net Assets 2011: $6,5792011Assets 2012: $18,897Liabilities 2012: $0Net Assets 2012: $18,8972012Assets 2013: $20,969Net Assets 2013: $20,9692013Assets 2014: $29,477Liabilities 2014: $02014Assets 2015: $11,418Net Assets 2015: $11,4182015Assets 2016: $24,340Net Assets 2016: $24,3402016Assets 2017: $18,614Net Assets 2017: $18,6142017Assets 2018: $15,265Net Assets 2018: $15,2652018Assets 2019: $19,032Liabilities 2019: $0Net Assets 2019: $19,0322019Assets 2020: $50,882Liabilities 2020: $0Net Assets 2020: $50,8822020Assets 2021: $29,809Liabilities 2021: $0Net Assets 2021: $29,8092021Assets 2022: $41,526Liabilities 2022: $0Net Assets 2022: $41,5262022Assets 2023: $28,825Liabilities 2023: $0Net Assets 2023: $28,8252023Assets 2024: $22,912Liabilities 2024: $0Net Assets 2024: $22,9122024Assets 2025: $32,369Liabilities 2025: $0Net Assets 2025: $32,3692025

Highlighted filing

2017

Assets$18,614
Liabilities-
Net Assets$18,614
Open 2017 Filing

Operations Trend

Revenue Growth30th percentile

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

$100K$50K$0-$50KRevenue 2011: $45,852Expenses 2011: $55,429Net Income 2011: -$9,5772011Revenue 2012: $45,208Expenses 2012: $32,890Net Income 2012: $12,3182012Revenue 2013: $30,876Expenses 2013: $28,804Net Income 2013: $2,0722013Revenue 2014: $43,098Expenses 2014: $34,590Net Income 2014: $8,5082014Revenue 2015: $12,515Expenses 2015: $30,574Net Income 2015: -$18,0592015Revenue 2016: $35,984Expenses 2016: $23,062Net Income 2016: $12,9222016Revenue 2017: $31,298Expenses 2017: $37,024Net Income 2017: -$5,7262017Revenue 2018: $27,977Expenses 2018: $31,326Net Income 2018: -$3,3492018Revenue 2019: $38,889Expenses 2019: $35,122Net Income 2019: $3,7672019Revenue 2020: $53,361Expenses 2020: $21,511Net Income 2020: $31,8502020Revenue 2021: -$1,901Expenses 2021: $19,172Net Income 2021: -$21,0732021Revenue 2022: $44,201Expenses 2022: $32,484Net Income 2022: $11,7172022Revenue 2023: $57,885Expenses 2023: $70,586Net Income 2023: -$12,7012023Revenue 2024: $39,885Expenses 2024: $45,798Net Income 2024: -$5,9132024Revenue 2025: $29,993Expenses 2025: $20,536Net Income 2025: $9,4572025

Highlighted filing

2017

Revenue$31,298
Expenses$37,024
Net Income-$5,726
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2017
Return Version
2016v3.1
Gross Receipts
$63,867
Mission and Program Overview

Mission

Promoting the welwafre of children and youth in the home, school, and community; raising standards of home life; and bringing the home and school into closer relation.

Program Services

DescriptionGrantsExpenses
PROMOTING THE WELWAFRE OF CHILDREN AND YOUTH IN THE HOME, SCHOOL, AND COMMUNITY; RAISING STANDARDS OF HOME LIFE; AND BRINGING THE HOME AND SCHOOL INTO CLOSER RELATION.-$35,460
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE WARDPresident-$0--
CAROLINE BOYLEVice Preside-$0--
WENDY COPLENTreasurer-$0--
JESSICA DUFFIESecretary-$0--
MR JIM HAMBYPrincipal-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall & Spring F$58,034$58,034$32,569$25,465
Total Events$58,034$58,034$32,569$25,465
Filing and Contact Details

Filer

Filer Name
Lexington Elementary School Pta
EIN
57-0722985
Phone
8038214000
Address
116 AZALEA DR, LEXINGTON, SC 29072

Signing Officer

Name
Wendy Coplen
Title
Treasurer
Phone
8038214000
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Dek Accounting Solutions LLC
Address
5545 PLATT SPRINGS RD, LEXINGTON, SC 29073-7519
Preparer
Dewayne E Kaufholz Jr
Phone
8033861870
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses program expenses 18,979 office expenses 1,564 legacy program 16,481 total 37,024”

Form 990-ez, Part III

“Promoting the welwafre of children and youth in the home, school, and community; raising standards of home life; and bringing the home and school into closer relation.”

Raw XML Appendix160 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRINCIPAL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037024
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTING THE WELWAFRE OF CHILDREN AND YOUTH IN THE HOME, SCHOOL, AND COMMUNITY; RAISING STANDARDS OF HOME LIFE; AND BRINGING THE HOME AND SCHOOL INTO CLOSER RELATION.
IRS990EZ/ProgramServiceRevenueAmt05491
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035460
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt032569
IRS990EZ/SpecialEventsNetIncomeLossAmt025465
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt077972
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROGRAM EXPENSES 18,979 OFFICE EXPENSES 1,564 LEGACY PROGRAM 16,481 TOTAL 37,024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROMOTING THE WELWAFRE OF CHILDREN AND YOUTH IN THE HOME, SCHOOL, AND COMMUNITY; RAISING STANDARDS OF HOME LIFE; AND BRINGING THE HOME AND SCHOOL INTO CLOSER RELATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY COPLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08038214000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEXINGTON ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0LEXI
ReturnHeader/Filer/EIN0570722985
ReturnHeader/Filer/PhoneNum08038214000
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 AZALEA DR
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0290737519
ReturnHeader/PreparerPersonGrp/PhoneNum08033861870
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEWAYNE E KAUFHOLZ JR
ReturnHeader/ReturnTs02018-05-15T20:17:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,614
Liabilities
-
Net assets
$18,614
Revenue
$31,298
Expenses
$37,024
Net income
-$5,726
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$30.0$20.5$9.46
2024Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$39.9$45.8$5.91
2023Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$57.9$70.6$12.7
2022Detailed filing. Detailed filing data is available for this year.$41.5$0.00$41.5$44.2$32.5$11.7
2021Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$1.90$19.2$21.1
2020Detailed filing. Detailed filing data is available for this year.$50.9$0.00$50.9$53.4$21.5$31.9
2019Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$38.9$35.1$3.77
2018Detailed filing. Detailed filing data is available for this year.$15.3$15.3$28.0$31.3$3.35
2017Detailed filing. Detailed filing data is available for this year.$18.6$18.6$31.3$37.0$5.73
2016Detailed filing. Detailed filing data is available for this year.$24.3$24.3$36.0$23.1$12.9
2015Detailed filing. Detailed filing data is available for this year.$11.4$11.4$12.5$30.6$18.1
2014Summary only. Only limited summary data is available for this year.$29.5$0.00$43.1$34.6$8.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.0$21.0$30.9$28.8$2.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.9$0.00$18.9$45.2$32.9$12.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.58$0.00$6.58$45.9$55.4$9.58