Civic Intelligence

Lexington Elementary School PTA

990EZ • Fiscal year 2020 • EIN 57-0722985

Jul 01, 2019 to Jun 30, 2020 • Filed on May 19, 2021

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

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

92nd percentile

60%

Higher net margin than 92% 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

92nd percentile

167%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

85th percentile

37%

Faster revenue growth than 85% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$50,882

Up $31,850 (+167%) from 2019

Net Assets

Up

$50,882

Up $31,850 (+167%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin92nd percentile

Revenue

Up

$53,361

Up $14,472 (+37%) from 2019

Expenses

Down

$21,511

Down $13,611 (-39%) from 2019

Net Income

Up

$31,850

Up $28,083 (+746%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2020

Assets$50,882
Liabilities$0
Net Assets$50,882
Open 2020 Filing

Operations Trend

Revenue Growth85th 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

2020

Revenue$53,361
Expenses$21,511
Net Income$31,850
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 19, 2021
Return Version
2019v5.1
Gross Receipts
$68,488
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.

Help students succeed in school

Program Services

DescriptionGrantsExpenses
Promoting the welfare of children and youth in the home, school, and community; raising standards of home life; and brining the home and school into closer relation.-$20,932
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terri GatesPresident-$0--
Amanda FarwickVice President-$0--
Mike TaylorTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall & Sprin$59,893$59,893$15,127$44,766
Total Events$59,893$59,893$15,127$44,766
Filing and Contact Details

Filer

Filer Name
Lexington Elementary School PTA
EIN
57-0722985
Address
116 Azalea Dr, Lexington, SC 29072

Signing Officer

Name
Michael Taylor
Title
Treasurer
Phone
8038214000
Signed
2021-05-19
Discuss with paid preparer
Yes

Preparer

Firm
DEK Accounting Solutions LLC
Address
5545 Platt Springs Rd, Lexington, SC 29073
Preparer
Dewayne E Kaufholz Jr
Phone
8033861870
Supplemental Narrative

Additional Explanations

Amended return information

“The return is being amended becuase the originally filed return reflected FY2019 numbers instead of FY2020 tax returndue to a proforma error in the tax software for the previous fiscal year.”

Description of other expenses Part I line 16

“Description AmountProgram Expenses 16,706Office Expenses 579Legacy Program 4,226”

Raw XML Appendix152 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/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Terri Gates
IRS990EZ/BooksInCareOfDetail/PhoneNum08038214000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0116 Azalea Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lexington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029072
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019032
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0868
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IRS990EZ/ExcessOrDeficitForYearAmt031850
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt059893
IRS990EZ/GrossReceiptsAmt068488
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019032
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050882
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019032
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
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/PersonNm0Terri Gates
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amanda Farwick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mike Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt021511
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Help students succeed in school
IRS990EZ/ProgramServiceRevenueAmt07727
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promoting the welfare of children and youth in the home, school, and community; raising standards of home life; and brining the home and school into closer relation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020932
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015127
IRS990EZ/SpecialEventsNetIncomeLossAmt044766
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021511
IRS990EZ/TotalProgramServiceExpensesAmt020932
IRS990EZ/TotalRevenueAmt053361
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01407
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01389
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07968
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062195
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt046622
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049547
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt063525
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt077972
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0299861
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0307829
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048011
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051252
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt081097
IRS990ScheduleA/Total509Grp/TotalAmt0307829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt048011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt051252
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt063867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt081097
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0307829
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015127
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall & Sprin
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt059893
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt059893
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt059893
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044766
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015127
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The return is being amended becuase the originally filed return reflected FY2019 numbers instead of FY2020 tax returndue to a proforma error in the tax software for the previous fiscal year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountProgram Expenses 16,706Office Expenses 579Legacy Program 4,226
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return information
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Taylor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08038214000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lexington Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0LEXI
ReturnHeader/Filer/EIN0570722985
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 Azalea Dr
ReturnHeader/Filer/USAddress/CityNm0Lexington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029072
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453793801
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEK Accounting Solutions LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05545 Platt Springs Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lexington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029073
ReturnHeader/PreparerPersonGrp/PhoneNum08033861870
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dewayne E Kaufholz Jr
ReturnHeader/ReturnTs02021-05-19T23:35:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,882
Liabilities
$0
Net assets
$50,882
Revenue
$53,361
Expenses
$21,511
Net income
$31,850
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