Civic Intelligence

Heritage Elementary PTA

EIN 57-1006307 • 501(c)3 • Travelers Rest, SC

Profile

Pta parent teacher association

1592 Geer HighwayTravelers Rest, SC 29690

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

90th percentile

50%

Higher net margin than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$89,898

Up $51,238 (+133%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Up

$89,898

Up $51,238 (+133%) from 2014

Operations
Liabilities / Revenue62nd percentileNet Margin90th percentile

Revenue

Up

$51,008

Up $4,610 (+9.9%) from 2014

Expenses

Down

$25,374

Down $21,380 (-46%) from 2014

Net Income

Up

$25,634

Up $25,990 (+7301%) from 2014

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2011: $26,222Liabilities 2011: $0Net Assets 2011: $26,2222011Assets 2012: $30,251Liabilities 2012: $0Net Assets 2012: $30,2512012Assets 2013: $39,016Liabilities 2013: $0Net Assets 2013: $39,0162013Assets 2014: $38,660Liabilities 2014: $0Net Assets 2014: $38,6602014Assets 2024: $89,898Liabilities 2024: $0Net Assets 2024: $89,8982024

Highlighted filing

2024

Assets$89,898
Liabilities$0
Net Assets$89,898
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KExpenses 2011: $52,0772011Expenses 2012: $54,7212012Revenue 2013: $46,190Expenses 2013: $22,498Net Income 2013: $23,6922013Revenue 2014: $46,398Expenses 2014: $46,754Net Income 2014: -$3562014Revenue 2024: $51,008Expenses 2024: $25,374Net Income 2024: $25,6342024

Highlighted filing

2024

Revenue$51,008
Expenses$25,374
Net Income$25,634
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,898
Liabilities
$0
Net assets
$89,898
Revenue
$51,008
Expenses
$25,374
Net income
$25,634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$89.9$0.00$89.9$51.0$25.4$25.6
2014Detailed filing. Detailed filing data is available for this year.$38.7$0.00$38.7$46.4$46.8$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.0$0.00$39.0$46.2$22.5$23.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.3$0.00$30.3$54.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$0.00$26.2$52.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 1, 2025
Return Version
2024v5.2
Gross Receipts
$63,208
Mission and Program Overview

Mission

Pta parent teacher association

Support of students, teachers & school

Program Services

DescriptionGrantsExpenses
SUPPLIED STUDENTS WITH NECESSARY ADDITIONAL SUPPORT, SUPPLIES, AWARDS, ENRICHMENTS PROGRAMS, NOT FURNISHED AND PAID FOR BY THE SCHOOL DISTRICT.-$12,865
PROVIDED FUNDS FOR SCHOOL IMPROVEMENT, INCLUDING PURCHASES OF EQUIPMENT, NOT PROVIDED BY THE SCHOOL DISTRICT.-$10,458
SUPPLEMENTED TEACHERS AND STAFF NEEDS (SUPPLIES, CLASSROOM SUPPORT, STAFF DEVELOPMENT, EQUIPMENT) NOT COVERED BY THE SCHOOL DISTRICT.-$4,301
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNSAY BIRCHBICKLARPresidentPT$0--
TENNILLE LEEVice PresidentPT$0--
L NIKI REIDSecretaryPT$0--
KRISTIE WALDENTreasurerPT$0--
MICHELLE ALLENTreasurer Elect-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$39,030$39,030$5,936$33,094
Holiday Shop$9,585$9,585$5,948$3,637
Total Events$56,664$56,664$11,884$44,780
Filing and Contact Details

Filer

Filer Name
South Carolina Congress of Ptas Dba Heritage Pta
EIN
57-1006307
In Care Of
% MICHELLE ALLEN
Phone
8643556000
Address
1592 GEER HIGHWAY, TRAVELERS REST, SC 29690

Signing Officer

Name
Michelle Allen
Title
Treasurer Elect
Phone
8643556000
Signed
2025-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Winters-smith Associates LLC
Address
1327 MILLER RD STE J, GREENVILLE, SC 29607
Preparer
Karen L Winters
Phone
8642438922
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountprogram services-students 6,930program services-teachers 4,301program services-school 10,458administration 2,640state membership 1,045”

Raw XML Appendix167 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/PhoneNum08643556000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01592 GEER HIGHWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TRAVELERS REST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029690
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064264
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089898
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025634
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt056665
IRS990EZ/GrossReceiptsAmt063208
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02543
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064264
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089898
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064264
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089898
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYNSAY BIRCHBICKLAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TENNILLE LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2L NIKI REID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTIE WALDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt025374
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF STUDENTS, TEACHERS & SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPLIED STUDENTS WITH NECESSARY ADDITIONAL SUPPORT, SUPPLIES, AWARDS, ENRICHMENTS PROGRAMS, NOT FURNISHED AND PAID FOR BY THE SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPLEMENTED TEACHERS AND STAFF NEEDS (SUPPLIES, CLASSROOM SUPPORT, STAFF DEVELOPMENT, EQUIPMENT) NOT COVERED BY THE SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED FUNDS FOR SCHOOL IMPROVEMENT, INCLUDING PURCHASES OF EQUIPMENT, NOT PROVIDED BY THE SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012865
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14301
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210458
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012200
IRS990EZ/SpecialEventsNetIncomeLossAmt044465
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025374
IRS990EZ/TotalProgramServiceExpensesAmt027624
IRS990EZ/TotalRevenueAmt051008
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt063208
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt063208
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt063208
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063208
IRS990ScheduleA/Total509Grp/TotalAmt063208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt063208
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011884
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY SHOP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09585
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08049
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039030
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08049
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044780
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05936
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05948
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/LicensedStatesCd0SC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPROGRAM SERVICES-STUDENTS 6,930PROGRAM SERVICES-TEACHERS 4,301PROGRAM SERVICES-SCHOOL 10,458ADMINISTRATION 2,640STATE MEMBERSHIP 1,045
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE ALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum08643556000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH CAROLINA CONGRESS OF PTAS DBA HERITAGE PTA
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0571006307
ReturnHeader/Filer/InCareOfNm0% MICHELLE ALLEN
ReturnHeader/Filer/PhoneNum08643556000
ReturnHeader/Filer/USAddress/AddressLine1Txt01592 GEER HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0TRAVELERS REST
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ReturnHeader/Filer/USAddress/ZIPCd029690
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202007793
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINTERS-SMITH ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01327 MILLER RD STE J
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029607
ReturnHeader/PreparerPersonGrp/PhoneNum08642438922
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN L WINTERS
ReturnHeader/ReturnTs02025-10-29T09:37:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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