Civic Intelligence

Orchard Park Elementary School PTO

990EZ • Fiscal year 2023 • EIN 57-1127820

Aug 01, 2022 to Jul 31, 2023 • Filed on Dec 13, 2023

474 Third Baxter StreetFort Mill, SC 29708

(803) 548-8170

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

24th percentile

-14%

Higher net margin than 24% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

25th percentile

-18%

Faster asset growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$79,917

Down $17,555 (-18%) from 2022

Net Assets

Down

$79,917

Down $17,555 (-18%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$124,130

Up $11,862 (+11%) from 2022

Expenses

Up

$141,115

Up $60,656 (+75%) from 2022

Net Income

Down

-$16,985

Down $48,794 (-153%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $43,998Net Assets 2011: $43,9982011Assets 2012: $53,171Liabilities 2012: $0Net Assets 2012: $53,1712012Assets 2013: $0Net Assets 2013: $02013Assets 2014: $66,491Liabilities 2014: $02014Assets 2015: $50,079Liabilities 2015: $02015Assets 2016: $65,042Liabilities 2016: $02016Assets 2017: $37,320Net Assets 2017: $37,3202017Assets 2018: $49,046Liabilities 2018: $5Net Assets 2018: $49,0412018Assets 2019: $56,463Liabilities 2019: $71Net Assets 2019: $56,3922019Assets 2020: $59,329Liabilities 2020: $5Net Assets 2020: $59,3242020Assets 2021: $65,668Liabilities 2021: $5Net Assets 2021: $65,6632021Assets 2022: $97,472Net Assets 2022: $97,4722022Assets 2023: $79,917Net Assets 2023: $79,9172023Assets 2024: $108,991Net Assets 2024: $108,9912024Assets 2025: $120,488Net Assets 2025: $120,4882025

Highlighted filing

2023

Assets$79,917
Liabilities-
Net Assets$79,917

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $113,466Expenses 2011: $110,742Net Income 2011: $2,7242011Revenue 2012: $111,791Expenses 2012: $102,608Net Income 2012: $9,1832012Revenue 2013: $120,124Expenses 2013: $127,146Net Income 2013: -$7,0222013Revenue 2014: $123,413Expenses 2014: $103,326Net Income 2014: $20,0872014Revenue 2015: $100,565Expenses 2015: $116,977Net Income 2015: -$16,4122015Revenue 2016: $101,283Expenses 2016: $86,320Net Income 2016: $14,9632016Revenue 2017: $104,894Expenses 2017: $132,616Net Income 2017: -$27,7222017Revenue 2018: $111,509Expenses 2018: $99,788Net Income 2018: $11,7212018Revenue 2019: $103,958Expenses 2019: $96,607Net Income 2019: $7,3512019Revenue 2020: $75,391Expenses 2020: $72,459Net Income 2020: $2,9322020Revenue 2021: $47,869Expenses 2021: $41,530Net Income 2021: $6,3392021Revenue 2022: $112,268Expenses 2022: $80,459Net Income 2022: $31,8092022Revenue 2023: $124,130Expenses 2023: $141,115Net Income 2023: -$16,9852023Revenue 2024: $158,985Expenses 2024: $129,646Net Income 2024: $29,3392024Revenue 2025: $136,793Expenses 2025: $125,296Net Income 2025: $11,4972025

Highlighted filing

2023

Revenue$124,130
Expenses$141,115
Net Income-$16,985
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Dec 13, 2023
Return Version
2022v5.0
Gross Receipts
$124,130
Mission and Program Overview

Mission

Promote and support school experience

Program Services

DescriptionGrantsExpenses
TO PROMOTE AND SUPPORT THE SCHOOL EXPERIENCE$0$141,115
ALL OTHER ACCOMPLISHMENTS PROMOTE AND SUPPORT SCHOOL EXPERIENCE--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA BRACKENPresidentPT$0--
LAUREN GREENVice-PresidentPT$0--
DAVID MARCHESIELLOTreasurerPT$0--
MEGHAN SAMPLETreasurerPT$0--
HOLLY PHILIPKOSKYSecretary-$0--
KRISTI SEGUINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Orchard Park Elementary School Pto
EIN
57-1127820
Phone
8035488170
Address
474 THIRD BAXTER STREET, FORT MILL, SC 29708

Signing Officer

Name
Nina Etheridge
Title
Treasurer
Phone
8035488170
Signed
2023-12-13
Discuss with paid preparer
Yes

Preparer

Firm
James L Gibson CPA Pc
Address
1228 TURNBRIDGE RD, CHARLOTTE, NC 28226
Preparer
James L Gibson
Phone
7044421228
Supplemental Narrative

Additional Explanations

Pt III, Line 31

All other accomplishments promote and support school experience

Form 990EZ, Part I, Line 16

BANK CHARGES 336.

Form 990EZ, Part I, Line 16

PTO SUPPLIES 6007.

Form 990EZ, Part I, Line 16

SCHOOL SUPPORT 18502.

Form 990EZ, Part I, Line 16

Teacher appreciation 12202.

Form 990EZ, Part I, Line 16

Fundraising expenses 73843.

Form 990EZ, Part I, Line 16

WEBSITE EXPENSES 650.

Form 990EZ, Part I, Line 16

TAXES AND FEES 52.

Form 990EZ, Part I, Line 16

EVENT EXPENSES 28369.

Form 990EZ, Part I, Line 16

INSURANCE 689.

Form 990EZ, Part I, Line 20

Adjustment for previous years uncleared transactions -570.

Raw XML Appendix208 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEGHAN SAMPLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HOLLY PHILIPKOSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KRISTI SEGUIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-570
IRS990EZ/OtherExpensesTotalAmt0140650
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE AND SUPPORT SCHOOL EXPERIENCE
IRS990EZ/PrintingPublicationsPostageAmt0465
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0106226
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt0124130
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0orchardparkpto.membershiptoolkit.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013263
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt079276
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt017
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0384323
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0103953
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0463616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL OTHER ACCOMPLISHMENTS PROMOTE AND SUPPORT SCHOOL EXPERIENCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES 336.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTO SUPPLIES 6007.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL SUPPORT 18502.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER APPRECIATION 12202.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FUNDRAISING EXPENSES 73843.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE EXPENSES 650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAXES AND FEES 52.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EVENT EXPENSES 28369.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INSURANCE 689.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ADJUSTMENT FOR PREVIOUS YEARS UNCLEARED TRANSACTIONS -570.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 20
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum08035488170
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORCHARD PARK ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0ORCH
ReturnHeader/Filer/EIN0571127820
ReturnHeader/Filer/PhoneNum08035488170
ReturnHeader/Filer/USAddress/AddressLine1Txt0474 THIRD BAXTER STREET
ReturnHeader/Filer/USAddress/CityNm0FORT MILL
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203842115
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01228 TURNBRIDGE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerPersonGrp/PhoneNum07044421228
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James L Gibson
ReturnHeader/ReturnTs02024-01-18T12:18:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ETHERIDGE
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.20$1.20$1.37$1.25$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.09$1.09$1.59$1.30$0.29
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.80$1.24$1.41$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.97$1.12$0.80$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.48$0.42$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.75$0.72$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.04$0.97$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.12$1.00$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.37$0.37$1.05$1.33$0.28
2016Summary only. Only limited summary data is available for this year.$0.65$0.00$1.01$0.86$0.15
2015Summary only. Only limited summary data is available for this year.$0.50$0.00$1.01$1.17$0.16
2014Summary only. Only limited summary data is available for this year.$0.66$0.00$1.23$1.03$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$1.20$1.27$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$1.12$1.03$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.44$1.13$1.11$0.03