Civic Intelligence

River Trail Elementary Parent Teacher Organization

990EZ • Fiscal year 2023 • EIN 85-2085998

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 01, 2023

1016 Fort Mill PkwyFort Mill, SC 29715

(815) 236-9006

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

32nd percentile

-6.1%

Higher net margin than 32% 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

20th percentile

-25%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

39th percentile

-4.5%

Faster revenue growth than 39% of similar nonprofits.

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

Assets

Down

$23,779

Down $8,029 (-25%) from 2022

Net Assets

Down

$23,779

Down $8,029 (-25%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$132,217

Down $6,234 (-4.5%) from 2022

Expenses

Up

$140,245

Up $8,664 (+6.6%) from 2022

Net Income

Down

-$8,028

Down $14,898 (-217%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2021: $24,938Liabilities 2021: $02021Assets 2022: $31,808Net Assets 2022: $31,8082022Assets 2023: $23,779Net Assets 2023: $23,7792023Assets 2024: $50,856Liabilities 2024: $0Net Assets 2024: $50,8562024Assets 2025: $59,095Liabilities 2025: $0Net Assets 2025: $59,0952025

Highlighted filing

2023

Assets$23,779
Liabilities-
Net Assets$23,779

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2021: $83,473Expenses 2021: $58,535Net Income 2021: $24,9382021Revenue 2022: $138,451Expenses 2022: $131,581Net Income 2022: $6,8702022Revenue 2023: $132,217Expenses 2023: $140,245Net Income 2023: -$8,0282023Revenue 2024: $179,794Expenses 2024: $152,717Net Income 2024: $27,0772024Revenue 2025: $219,749Expenses 2025: $211,510Net Income 2025: $8,2392025

Highlighted filing

2023

Revenue$132,217
Expenses$140,245
Net Income-$8,028
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 1, 2023
Return Version
2022v5.0
Gross Receipts
$142,210
Mission and Program Overview

Mission

The pto has been formed to promote the general welfare of all the children who are students attending river trail elementary school, to provide assistance to the faculty and staff in facilitating an excellent educational environment, and to foster cooperation and understanding between parents and/or legal guardians, faculty, students, and the community. To achieve this end, the pto shall endeavor to operate in connection with and provide volunteer materials, equipment, and services as needed through fundraising efforts and community contributions.

Program Services

DescriptionGrantsExpenses
THE PTO HAS BEEN FORMED TO PROMOTE THE GENERAL WELFARE OF ALL THE CHILDREN WHO ARE STUDENTS ATTENDING RIVER TRAIL ELEMENTARY SCHOOL, TO PROVIDE ASSISTANCE TO THE FACULTY AND STAFF IN FACILITATING AN EXCELLENT EDUCATIONAL ENVIRONMENT, AND TO FOSTER COOPERATION AND UNDERSTANDING BETWEEN PARENTS AND/OR LEGAL GUARDIANS, FACULTY, STUDENTS, AND THE COMMUNITY. TO ACHIEVE THIS END, THE PTO SHALL ENDEAVOR TO OPERATE IN CONNECTION WITH AND PROVIDE VOLUNTEER MATERIALS, EQUIPMENT, AND SERVICES AS NEEDED THROUGH FUNDRAISING EFFORTS AND COMMUNITY CONTRIBUTIONS.-$94,217
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA PAPPSecretaryPT$0--
HEATHER WITTCOPCo-TreasurerPT$0--
ERICA YALEPresidentPT$0--
AIKATERINI COKERCo-TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winter Wonderla$12,006$12,006$5,619$6,387
Otter Outlet Sa$8,959$8,959$4,374$4,585
Total Events$20,965$20,965$9,993$10,972
Filing and Contact Details

Filer

Filer Name
River Trail Elementary Parent Teach
EIN
85-2085998
Phone
8152369006
Address
1016 FORT MILL PKWY, FORT MILL, SC 29715

Signing Officer

Name
Erica Yale
Title
President
Phone
8152369006
Signed
2023-11-01

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

Expenses office supplies and software 2,555 5th grade graduation expe 3,625 teacher supplies expense 22,306 staff appreciation 16,549 one book one school exp 715 kindergarden registration 927 student supplies expense 542 school event expense 8,468 bookfair expense 922 spiritwear expense 3,137 school beautification exp 16,500 staff professional develo 11,235 school support programs e 7,653 total 95,134

Form 990-ez, Part III

The pto has been formed to promote the general welfare of all the children who are students attending river trail elementary school, to provide assistance to the faculty and staff in facilitating an excellent educational environment, and to foster cooperation and understanding between parents and/or legal guardians, faculty, students, and the community. To achieve this end, the pto shall endeavor to operate in connection with and provide volunteer materials, equipment, and services as needed through fundraising efforts and community contributions.

Form 990-ez, Part III, Line 28

The pto has been formed to promote the general welfare of all the children who are students attending river trail elementary school, to provide assistance to the faculty and staff in facilitating an excellent educational environment, and to foster cooperation and understanding between parents and/or legal guardians, faculty, students, and the community. To achieve this end, the pto shall endeavor to operate in connection with and provide volunteer materials, equipment, and services as needed through fundraising efforts and community contributions.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES AND SOFTWARE 2,555 5TH GRADE GRADUATION EXPE 3,625 TEACHER SUPPLIES EXPENSE 22,306 STAFF APPRECIATION 16,549 ONE BOOK ONE SCHOOL EXP 715 KINDERGARDEN REGISTRATION 927 STUDENT SUPPLIES EXPENSE 542 SCHOOL EVENT EXPENSE 8,468 BOOKFAIR EXPENSE 922 SPIRITWEAR EXPENSE 3,137 SCHOOL BEAUTIFICATION EXP 16,500 STAFF PROFESSIONAL DEVELO 11,235 SCHOOL SUPPORT PROGRAMS E 7,653 TOTAL 95,134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PTO HAS BEEN FORMED TO PROMOTE THE GENERAL WELFARE OF ALL THE CHILDREN WHO ARE STUDENTS ATTENDING RIVER TRAIL ELEMENTARY SCHOOL, TO PROVIDE ASSISTANCE TO THE FACULTY AND STAFF IN FACILITATING AN EXCELLENT EDUCATIONAL ENVIRONMENT, AND TO FOSTER COOPERATION AND UNDERSTANDING BETWEEN PARENTS AND/OR LEGAL GUARDIANS, FACULTY, STUDENTS, AND THE COMMUNITY. TO ACHIEVE THIS END, THE PTO SHALL ENDEAVOR TO OPERATE IN CONNECTION WITH AND PROVIDE VOLUNTEER MATERIALS, EQUIPMENT, AND SERVICES AS NEEDED THROUGH FUNDRAISING EFFORTS AND COMMUNITY CONTRIBUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PTO HAS BEEN FORMED TO PROMOTE THE GENERAL WELFARE OF ALL THE CHILDREN WHO ARE STUDENTS ATTENDING RIVER TRAIL ELEMENTARY SCHOOL, TO PROVIDE ASSISTANCE TO THE FACULTY AND STAFF IN FACILITATING AN EXCELLENT EDUCATIONAL ENVIRONMENT, AND TO FOSTER COOPERATION AND UNDERSTANDING BETWEEN PARENTS AND/OR LEGAL GUARDIANS, FACULTY, STUDENTS, AND THE COMMUNITY. TO ACHIEVE THIS END, THE PTO SHALL ENDEAVOR TO OPERATE IN CONNECTION WITH AND PROVIDE VOLUNTEER MATERIALS, EQUIPMENT, AND SERVICES AS NEEDED THROUGH FUNDRAISING EFFORTS AND COMMUNITY CONTRIBUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERICA YALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08152369006
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RIVER TRAIL ELEMENTARY PARENT TEACH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0RIVE
ReturnHeader/Filer/EIN0852085998
ReturnHeader/Filer/PhoneNum08152369006
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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/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT F PALMER III
ReturnHeader/ReturnTs02023-11-09T10:51:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERICA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0YALE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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