Civic Intelligence

Springfield Elementary School PTA

EIN 57-1127172 • 501(c)3 • Fort Mill, SC

Profile

To provide educational services to children through school activities

1691 Springfield ParkwayFort Mill, SC 29715

www.springfieldelementarypta.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

22nd percentile

-23%

Higher net margin than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

27th percentile

-26%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

30th percentile

-23%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$51,152

Down $17,883 (-26%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$51,152

Down $17,883 (-26%) from 2024

Revenue

Down

$78,949

Down $23,023 (-23%) from 2024

Expenses

Down

$96,832

Down $13,919 (-13%) from 2024

Net Income

Down

-$17,883

Down $9,104 (-104%) from 2024

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $38,118Net Assets 2011: $38,1182011Assets 2012: $34,268Liabilities 2012: $0Net Assets 2012: $34,2682012Assets 2013: $32,676Liabilities 2013: $02013Assets 2014: $38,518Liabilities 2014: $1,2332014Assets 2016: $45,481Liabilities 2016: $3,512Net Assets 2016: $41,9692016Assets 2017: $63,341Liabilities 2017: $3,512Net Assets 2017: $59,8292017Assets 2018: $56,650Liabilities 2018: $3,5122018Assets 2019: $64,218Liabilities 2019: $3,512Net Assets 2019: $60,7062019Assets 2020: $82,775Liabilities 2020: $3,512Net Assets 2020: $79,2632020Assets 2021: $65,427Net Assets 2021: $65,4272021Assets 2022: $66,492Net Assets 2022: $66,4922022Assets 2023: $77,814Net Assets 2023: $77,8142023Assets 2024: $69,035Net Assets 2024: $69,0352024Assets 2025: $51,152Net Assets 2025: $51,1522025

Highlighted filing

2025

Assets$51,152
Liabilities-
Net Assets$51,152

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $50,529Expenses 2011: $48,438Net Income 2011: $2,0912011Revenue 2012: $54,881Expenses 2012: $58,731Net Income 2012: -$3,8502012Revenue 2013: $55,327Expenses 2013: $56,919Net Income 2013: -$1,5922013Revenue 2014: $60,185Expenses 2014: $55,576Net Income 2014: $4,6092014Revenue 2016: $56,713Expenses 2016: $49,797Net Income 2016: $6,9162016Revenue 2017: $58,426Expenses 2017: $60,945Net Income 2017: -$2,5192017Revenue 2018: $46,716Expenses 2018: $53,407Net Income 2018: -$6,6912018Revenue 2019: $75,552Expenses 2019: $67,984Net Income 2019: $7,5682019Revenue 2020: $103,317Expenses 2020: $84,760Net Income 2020: $18,5572020Revenue 2021: $58,730Expenses 2021: $72,566Net Income 2021: -$13,8362021Revenue 2022: $90,187Expenses 2022: $89,122Net Income 2022: $1,0652022Revenue 2023: $100,432Expenses 2023: $89,110Net Income 2023: $11,3222023Revenue 2024: $101,972Expenses 2024: $110,751Net Income 2024: -$8,7792024Revenue 2025: $78,949Expenses 2025: $96,832Net Income 2025: -$17,8832025

Highlighted filing

2025

Revenue$78,949
Expenses$96,832
Net Income-$17,883

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.79$0.97$0.18
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.69$1.02$1.11$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.78$1.00$0.89$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.90$0.89$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.59$0.73$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.04$0.79$1.03$0.85$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.04$0.61$0.76$0.68$0.08
2018Summary only. Only limited summary data is available for this year.$0.57$0.04$0.47$0.53$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.04$0.60$0.58$0.61$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.04$0.42$0.57$0.50$0.07
2014Summary only. Only limited summary data is available for this year.$0.39$0.01$0.60$0.56$0.05
2013Summary only. Only limited summary data is available for this year.$0.33$0.00$0.55$0.57$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$0.55$0.59$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.38$0.51$0.48$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$86,533
Mission and Program Overview

Mission

To provide educational services to children through school activities

Program Services

DescriptionGrantsExpenses
TO PROVIDE EDUCATION SERVICES TO CHILDREN THROUGH SCHOOL ACTIVITES-$73,093
TO PROVIDE EDUCATION SERVICES TO CHILDREN THROUGH SCHOOL ACTIVITES-$16,208
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHENIE BERENSPresidentPT$0--
MARY KELLERTreasurerPT$0--
JILLIAN CONNOLLYSecretaryPT$0--
LAURA BROOKSEvents CoordPT$0--
ALAINA COUTTSVice PresidePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon Fun$54,801$54,801$7,584$47,217
Total Events$54,801$54,801$7,584$47,217
Filing and Contact Details

Filer

Filer Name
Springfield Elementary School Pta
EIN
57-1127172
Phone
8035488150
Address
1691 SPRINGFIELD PARKWAY, FORT MILL, SC 29715

Signing Officer

Name
Stephenie Berens
Title
President
Phone
8035488150
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Robert Palmer and Associates LLC
Address
1201 CAROLINA PLACE STE 103, FORT MILL, SC 29708-6502
Preparer
Robert F Palmer Iii
Phone
8035477066
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Book fair cost of goods sold 124 family events at school cost of goods sold 15,859 spirit nights cost of goods sold 225 expenses office supplies 2,061 pta website 23 quickbooks online 756 insurance and bonding 470 teacher/staff appreciatio 7,927 educational enrichment 27,700 staff supply reimbursment 8,756 fifth grade graduation 593 kindergarten registration 125 school beautification 12,097 corporate sponsorship sig 105 teacher resources 981 support for new pto 12,978 total 90,780

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 2,000 0 other depreciable assets 15,537 15,537 less accumulated depreciation 15,537 15,537 scholastic credits 0 0 total 2,000 0

Form 990-ez, Part II, Line 26

Deferred scholastic credits 0 0

Form 990-ez, Part III, Line 31

To provide education services to children through school activites

Raw XML Appendix175 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/USAddress/CityNm0FORT MILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069035
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051152
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069035
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051152
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt013.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt113.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHENIE BERENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY KELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JILLIAN CONNOLLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURA BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALAINA COUTTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EVENTS COORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02000
IRS990EZ/OtherExpensesTotalAmt090780
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL SERVICES TO CHILDREN THROUGH SCHOOL ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt031333
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE EDUCATION SERVICES TO CHILDREN THROUGH SCHOOL ACTIVITES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE EDUCATION SERVICES TO CHILDREN THROUGH SCHOOL ACTIVITES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073093
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116208
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07584
IRS990EZ/SpecialEventsNetIncomeLossAmt047217
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt096832
IRS990EZ/TotalProgramServiceExpensesAmt089301
IRS990EZ/TotalRevenueAmt078949
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SPRINGFIELDELEMENTARYPTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0397
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03347
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06087
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019637
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt022
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0460260
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086531
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0460282
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt054801
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt047217
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07584
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOOK FAIR COST OF GOODS SOLD 124 FAMILY EVENTS AT SCHOOL COST OF GOODS SOLD 15,859 SPIRIT NIGHTS COST OF GOODS SOLD 225 EXPENSES OFFICE SUPPLIES 2,061 PTA WEBSITE 23 QUICKBOOKS ONLINE 756 INSURANCE AND BONDING 470 TEACHER/STAFF APPRECIATIO 7,927 EDUCATIONAL ENRICHMENT 27,700 STAFF SUPPLY REIMBURSMENT 8,756 FIFTH GRADE GRADUATION 593 KINDERGARTEN REGISTRATION 125 SCHOOL BEAUTIFICATION 12,097 CORPORATE SPONSORSHIP SIG 105 TEACHER RESOURCES 981 SUPPORT FOR NEW PTO 12,978 TOTAL 90,780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 2,000 0 OTHER DEPRECIABLE ASSETS 15,537 15,537 LESS ACCUMULATED DEPRECIATION 15,537 15,537 SCHOLASTIC CREDITS 0 0 TOTAL 2,000 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED SCHOLASTIC CREDITS 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE EDUCATION SERVICES TO CHILDREN THROUGH SCHOOL ACTIVITES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHENIE BERENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08035488150
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPRINGFIELD ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0SPRI
ReturnHeader/Filer/EIN0571127172
ReturnHeader/Filer/PhoneNum08035488150
ReturnHeader/Filer/USAddress/AddressLine1Txt01691 SPRINGFIELD PARKWAY
ReturnHeader/Filer/USAddress/CityNm0FORT MILL
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ReturnHeader/Filer/USAddress/ZIPCd029715
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161658792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT PALMER AND ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01201 CAROLINA PLACE STE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0297086502
ReturnHeader/PreparerPersonGrp/PhoneNum08035477066
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT F PALMER III
ReturnHeader/ReturnTs02025-11-13T15:08:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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