Civic Intelligence

PTA Sc Congress Whitesides Elementary School

990EZ • Fiscal year 2014 • EIN 57-0739885

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 06, 2014

Organization ProfileWWW.WHITESIDESPTA.ORG
1565 Rifle Range Road29464

(843) 849-2838

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

77%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$108,302

Up $11,405 (+12%) from 2013

Net Assets

Up

$108,302

Up $11,405 (+12%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Up

$73,145

Up $31,917 (+77%) from 2013

Expenses

Up

$61,740

Up $20,942 (+51%) from 2013

Net Income

Up

$11,405

Up $10,975 (+2552%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$300K$200K$100K$0Assets 2011: $84,034Net Assets 2011: $84,0342011Assets 2012: $96,467Net Assets 2012: $96,4672012Assets 2013: $96,897Net Assets 2013: $96,8972013Assets 2014: $108,302Net Assets 2014: $108,3022014Assets 2015: $67,951Net Assets 2015: $67,9512015Assets 2016: $63,286Net Assets 2016: $63,2862016Assets 2017: $99,191Net Assets 2017: $99,1912017Assets 2018: $82,249Net Assets 2018: $82,2492018Assets 2019: $110,966Net Assets 2019: $110,9662019Assets 2020: $157,800Net Assets 2020: $157,8002020Assets 2021: $181,713Net Assets 2021: $181,7132021Assets 2022: $223,576Net Assets 2022: $223,5762022Assets 2023: $213,998Liabilities 2023: $0Net Assets 2023: $213,9982023Assets 2024: $206,557Liabilities 2024: $0Net Assets 2024: $206,5572024Assets 2025: $171,165Liabilities 2025: $0Net Assets 2025: $171,1652025

Highlighted filing

2014

Assets$108,302
Liabilities-
Net Assets$108,302
Open 2014 Filing

Operations Trend

Revenue Growth90th percentile

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

$200K$100K$0-$100KRevenue 2011: $28,157Expenses 2011: $30,814Net Income 2011: -$2,6572011Revenue 2012: $45,328Expenses 2012: $32,887Net Income 2012: $12,4412012Revenue 2013: $41,228Expenses 2013: $40,798Net Income 2013: $4302013Revenue 2014: $73,145Expenses 2014: $61,740Net Income 2014: $11,4052014Revenue 2015: $42,977Expenses 2015: $83,328Net Income 2015: -$40,3512015Revenue 2016: $58,917Expenses 2016: $63,582Net Income 2016: -$4,6652016Revenue 2017: $90,364Expenses 2017: $54,459Net Income 2017: $35,9052017Revenue 2018: $52,038Expenses 2018: $68,980Net Income 2018: -$16,9422018Revenue 2019: $118,554Expenses 2019: $89,837Net Income 2019: $28,7172019Revenue 2020: $117,580Expenses 2020: $70,746Net Income 2020: $46,8342020Revenue 2021: $102,170Expenses 2021: $78,257Net Income 2021: $23,9132021Revenue 2022: $147,491Expenses 2022: $105,628Net Income 2022: $41,8632022Revenue 2023: $156,593Expenses 2023: $166,171Net Income 2023: -$9,5782023Revenue 2024: $167,763Expenses 2024: $175,204Net Income 2024: -$7,4412024Revenue 2025: $147,974Expenses 2025: $183,366Net Income 2025: -$35,3922025

Highlighted filing

2014

Revenue$73,145
Expenses$61,740
Net Income$11,405
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 6, 2014
Return Version
2013v3.1
Gross Receipts
$96,557
Mission and Program Overview

Mission

Support public elementary school

Program Services

DescriptionGrantsExpenses
STUDENT SERVICES: CHILD IN NEED, FIELD TRIPS, NEWSPAPER, SPECIAL EVENTS, EDUCATION PROGRAMS-$29,127
TEACHER/STAFF SERVICES: FILL TEACHER REQUESTS FOR CLASSROOM INSTRUCTIONAL/EDUCATION MATERIALS NOT PROVIDED BY THE COUNTY, TEACHER APPRECIATION LUNCHEON-$25,727
FACILITY NEEDS: TECHNOLOGY AND COPIERS TO SUPPORT SCHOOL ADMINISTRATIVE STAFF AND TEACHERS; GROUNDS MAINTENANCE TO PROVIDE SAFE AND ATTRACTIVE ENVIRONMENT FOR STUDENTS AND STAFF-$5,038
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER SPEIZMANPresidentPT$0--
ASHLEY UTSEYVice Preside-$0--
MELISSA MCPHERSONVice Preside-$0--
JENNIFER CAMPBELLTreasurer-$0--
BROOKE YARBROUGHSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$75,479$75,479$10,138$65,341
Event 2$16,574$16,574$13,274$3,300
Total Events$92,053$92,053$23,412$68,641
Filing and Contact Details

Filer

EIN
57-0739885
Phone
8438492838

Signing Officer

Name
Jennifer Campbell
Title
Treasurer
Phone
8438492838
Signed
2014-10-06

Preparer

Preparer
Benjamin G Newton CPA
Phone
8437660400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses teacher/staff support 25,727 student services 29,127 facility needs 5,038 office supplies 842 accounting fees 525 liability insurance 426 dues and subscriptions 55 total 61,740”

Raw XML Appendix155 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0HEATHER SPEIZMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm1ASHLEY UTSEY
CompensationExplanation/CompensationExplanationGrp/PersonNm2MELISSA MCPHERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm3JENNIFER CAMPBELL
CompensationExplanation/CompensationExplanationGrp/PersonNm4BROOKE YARBROUGH
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNIFER CAMPBELL
IRS990EZ/BooksInCareOfDetail/PhoneNum08438492838
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101565 RIFLE RANGE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0MT PLEASANT
IRS990EZ/BooksInCareOfDetail/USAddress/State0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode029464
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt096897
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0108302
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03092
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011405
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt096897
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0108302
IRS990EZ/FundraisingGrossIncomeAmt092053
IRS990EZ/GrossReceiptsAmt096557
IRS990EZ/GroupExemptionNum08506
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01412
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt096897
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0108302
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt096897
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0108302
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER SPEIZMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASHLEY UTSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA MCPHERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BROOKE YARBROUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt061740
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT PUBLIC ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FACILITY NEEDS: TECHNOLOGY AND COPIERS TO SUPPORT SCHOOL ADMINISTRATIVE STAFF AND TEACHERS; GROUNDS MAINTENANCE TO PROVIDE SAFE AND ATTRACTIVE ENVIRONMENT FOR STUDENTS AND STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT SERVICES: CHILD IN NEED, FIELD TRIPS, NEWSPAPER, SPECIAL EVENTS, EDUCATION PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER/STAFF SERVICES: FILL TEACHER REQUESTS FOR CLASSROOM INSTRUCTIONAL/EDUCATION MATERIALS NOT PROVIDED BY THE COUNTY, TEACHER APPRECIATION LUNCHEON
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05038
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt129127
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt225727
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023412
IRS990EZ/SpecialEventsNetIncomeLossAmt068641
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061740
IRS990EZ/TotalProgramServiceExpensesAmt059892
IRS990EZ/TotalRevenueAmt073145
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WHITESIDESPTA.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03092
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04861
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06759
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02471
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019146
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt071
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0517
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0179
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0253
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01020
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt093465
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94940
IRS990ScheduleA/PublicSupportPY170Pct00.94230
IRS990ScheduleA/PublicSupportTotal170Amt019146
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03092
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04861
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06759
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01963
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02471
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt019146
IRS990ScheduleA/TotalSupportAmt020166
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt075479
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016574
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt092053
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt075479
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016574
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt092053
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0ALL OTHER
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt068641
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023412
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010138
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013274
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TEACHER/STAFF SUPPORT 25,727 STUDENT SERVICES 29,127 FACILITY NEEDS 5,038 OFFICE SUPPLIES 842 ACCOUNTING FEES 525 LIABILITY INSURANCE 426 DUES AND SUBSCRIPTIONS 55 TOTAL 61,740
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER CAMPBELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08438492838
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA SC CONGRESS WHITESIDES
ReturnHeader/Filer/BusinessName/BusinessNameLine20ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAS
ReturnHeader/Filer/EIN0570739885
ReturnHeader/Filer/PhoneNum08438492838
ReturnHeader/Filer/USAddress/AddressLine101565 RIFLE RANGE ROAD
ReturnHeader/Filer/USAddress/City0MT PLEASANT
ReturnHeader/Filer/USAddress/State0SC
ReturnHeader/Filer/USAddress/ZIPCode029464
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263745514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LEGARE BAILEY & HINSKE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101100 QUEENSBOROUGH BLVD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MT PLEASANT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0294643626
ReturnHeader/PreparerPersonGrp/PhoneNum08437660400
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN G NEWTON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-05T07:26:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,302
Liabilities
-
Net assets
$108,302
Revenue
$73,145
Expenses
$61,740
Net income
$11,405
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$1.48$1.83$0.35
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$1.68$1.75$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$1.57$1.66$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.24$2.24$1.47$1.06$0.42
2021Detailed filing. Detailed filing data is available for this year.$1.82$1.82$1.02$0.78$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.58$1.58$1.18$0.71$0.47
2019Detailed filing. Detailed filing data is available for this year.$1.11$1.11$1.19$0.90$0.29
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.52$0.69$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.90$0.54$0.36
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.59$0.64$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.43$0.83$0.40
2014Detailed filing. Detailed filing data is available for this year.$1.08$1.08$0.73$0.62$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.97$0.41$0.41$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.96$0.45$0.33$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.84$0.28$0.31$0.03