Civic Intelligence

PTA Sc Congress Whitesides Elementary School

990EZ • Fiscal year 2020 • EIN 57-0739885

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 26, 2022

Organization ProfileWWW.WHITESIDESPTA.ORG
1565 Rifle Range RoadMT Pleasant, SC 29464

(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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

84th percentile

40%

Higher net margin than 84% 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

77th percentile

42%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

63rd percentile

-0.8%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$157,800

Up $46,834 (+42%) from 2019

Net Assets

Up

$157,800

Up $46,834 (+42%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Down

$117,580

Down $974 (-0.8%) from 2019

Expenses

Down

$70,746

Down $19,091 (-21%) from 2019

Net Income

Up

$46,834

Up $18,117 (+63%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2020

Assets$157,800
Liabilities-
Net Assets$157,800
Open 2020 Filing

Operations Trend

Revenue Growth63rd 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

2020

Revenue$117,580
Expenses$70,746
Net Income$46,834
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 26, 2022
Return Version
2019v5.0
Gross Receipts
$153,310
Mission and Program Overview

Mission

Support public elementary school

Program Services

DescriptionGrantsExpenses
TEACHER/STAFF SERVICES: FILL TEACHER REQUESTS FOR CLASSROOM INSTRUCTIONAL/EDUCATION MATERIALS NOT PROVIDED BY THE COUNTY, TEACHER APPRECIATION LUNCHEON, EDUCATION AND OTHER SERVICES-$62,336
STUDENT SERVICES: CHILD IN NEED, FIELD TRIPS, NEWSPAPER, SPECIAL EVENTS, EDUCATION PROGRAMS-$1,764
FACILITY NEEDS: TECHNOLOGY AND COPIERS TO SUPPORT SCHOOL ADMINISTRATIVE STAFF AND TEACHERS; GROUNDS MAINTENANCE TO PROVIDE SAFE AND ATTRACTIVE ENVIRONMENT FOR STUDENTS AND STAFF-$1,321
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLINE MCCORMICKCo-PresidentPT$0--
KRISTIN REEDCo-PresidentPT$0--
LINDSEY MARTINSVice PresidePT$0--
JULIE CASASCOTreasurerPT$0--
LINDY BETZHOLDSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color Run$74,176$74,176$11,842$62,334
All Other$11,625$11,625$3,485$8,140
Total Events$93,186$93,186$20,366$72,820
Filing and Contact Details

Filer

Filer Name
Pta Sc Congress Whitesides
EIN
57-0739885
Phone
8438492838
Address
1565 RIFLE RANGE ROAD, MT PLEASANT, SC 29464

Signing Officer

Name
Lindsay Flynn
Title
Treasurer
Phone
8432702360
Signed
2022-10-26

Preparer

Firm
Legare Bailey & Hinske LLC
Address
1100 QUEENSBOROUGH BLVD STE 100, MT PLEASANT, SC 29464-3626
Preparer
Benjamin G Newton CPA
Phone
8437660400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses teacher/staff support 62,336 student services 1,764 facility needs 1,321 office supplies 1,144 liability insurance 470 miscellaneous operating 521 bank charges/card fees 1,853 total 69,409”

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0LINDSAY FLYNN
IRS990EZ/BooksInCareOfDetail/PhoneNum08432702360
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MT PLEASANT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029464
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0110966
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0157800
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt027504
IRS990EZ/CostOfGoodsSoldAmt013675
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt046834
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0110966
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0157800
IRS990EZ/FundraisingGrossIncomeAmt097624
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-4193
IRS990EZ/GrossReceiptsAmt0153310
IRS990EZ/GrossSalesOfInventoryAmt09482
IRS990EZ/GroupExemptionNum08506
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt018700
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0110966
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0157800
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0110966
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0157800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROLINE MCCORMICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTIN REED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDSEY MARTINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE CASASCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDY BETZHOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt069409
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT PUBLIC ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt0862
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, EDUCATION AND OTHER SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01321
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11764
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt262336
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022055
IRS990EZ/SpecialEventsNetIncomeLossAmt075569
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070746
IRS990EZ/TotalProgramServiceExpensesAmt065421
IRS990EZ/TotalRevenueAmt0117580
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WHITESIDESPTA.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt046203
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt042648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt024229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045740
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt053660
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0212480
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0323060
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.98910
IRS990ScheduleA/PublicSupportTotal170Amt0212480
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt046203
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt042648
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt024229
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045740
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt053660
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0212480
IRS990ScheduleA/TotalSupportAmt0212480
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020366
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COLOR RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ALL OTHER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt05039
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05039
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt074176
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07385
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt093186
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt074176
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07385
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt093186
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt072820
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015327
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011842
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03485
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TEACHER/STAFF SUPPORT 62,336 STUDENT SERVICES 1,764 FACILITY NEEDS 1,321 OFFICE SUPPLIES 1,144 LIABILITY INSURANCE 470 MISCELLANEOUS OPERATING 521 BANK CHARGES/CARD FEES 1,853 TOTAL 69,409
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDSAY FLYNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08432702360
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA SC CONGRESS WHITESIDES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAS
ReturnHeader/Filer/EIN0570739885
ReturnHeader/Filer/PhoneNum08438492838
ReturnHeader/Filer/USAddress/AddressLine1Txt01565 RIFLE RANGE ROAD
ReturnHeader/Filer/USAddress/CityNm0MT PLEASANT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029464
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263745514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGARE BAILEY & HINSKE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 QUEENSBOROUGH BLVD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MT PLEASANT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0294643626
ReturnHeader/PreparerPersonGrp/PhoneNum08437660400
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN G NEWTON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-02T09:25:55-04:00
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
$157,800
Liabilities
-
Net assets
$157,800
Revenue
$117,580
Expenses
$70,746
Net income
$46,834
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