Liabilities / Assets
65th percentile
Higher debt load relative to assets than 65% of similar nonprofits.
Five Oaks Academy PTO Inc
EIN 20-4044588 • 501(c)3 • Simpsonville, SC
Profile
Scholarships and school improvements
Refreshing map…
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.01x
Liabilities / Revenue
68th percentile
Higher debt load relative to revenue than 68% of similar nonprofits.
Net Margin
35th percentile
Higher net margin than 35% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
45th percentile
Faster asset growth than 45% of similar nonprofits.
Revenue Growth
43rd percentile
Faster revenue growth than 43% of similar nonprofits.
Balance Sheet
Assets
Down$147,070
Down $19,542 (-12%) from 2022
Liabilities
$876
No earlier filing loaded for comparison.
Net Assets
-
No earlier filing loaded for comparison.
Revenue
Up$154,924
Up $33,463 (+28%) from 2022
Expenses
Up$175,342
Up $105,861 (+152%) from 2022
Net Income
Down-$20,418
Down $72,398 (-139%) from 2022
Trend Graphs
Filings
Most recent year
2023 • Form 990EZSummary only. Only limited summary data is available for this year.
- Assets
- $147,070
- Liabilities
- $876
- Net assets
- -
- Revenue
- $154,924
- Expenses
- $175,342
- Net income
- -$20,418
Latest Detailed Filing
The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- May 8, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $145,670
Mission and Program Overview
Mission
Scholarships and school improvements
Program Services
| Description | Grants | Expenses |
|---|---|---|
| FUNDS WERE ALLOCATED FOR PROGRAM EXCELLENCE IN ORDER TO MAINTAIN THE HIGHEST ACADEMIC ENVIRONMENT FOR THE BENEFIT OF EVERY STUDENT | - | $23,701 |
| FUNDS ALLOCATED FOR FACULTY SCHOLARSHIPS TO ENSURE TEACHERS WERE ABLE TO ATTEND WORKSHOPS AND CONFERENCES REQUIRED TO MAINTAIN NECESSARY CLASSROOM SKILLS AND TEACHING TECHNIQUES | - | $3,520 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LAUREN GREER | Treasurer | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fall Fete | $29,453 | $29,453 | $16,316 | $13,137 |
| Raise Craze | $16,994 | $16,994 | $6,294 | $10,700 |
| Total Events | $55,976 | $55,976 | $24,209 | $31,767 |
Filing and Contact Details
Filer
- Filer Name
- Five Oaks Academy PTO Inc
- EIN
- 20-4044588
- Phone
- 8642281881
- Address
- 1101 Jonesville Road, Simpsonville, SC 29681
Signing Officer
- Name
- Lauren Greer
- Title
- Treasurer
- Signed
- 2023-05-08
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Myhand CPA LLC
- Address
- 530 Brighton Circle, Easley, SC 29642
- Preparer
- Sherry Bolding
- Phone
- 8644207029
Supplemental Narrative
Additional Explanations
Other Expenses.1007
“Conferences, Conventions, and Meetings $7324”
Other Expenses.1
“Program service expenses $54748”
Other Expenses.2
“Faculty Scholarships $3519”
Other Expenses.3
“Campus Events $2118”
Other Expenses.4
“Dues & Subscriptions $749”
Other Expenses.6
“PayPal & Service Fees Fees $271”
Other Expenses.7
“Bank Service Charges $160”
Other Assets.1005
“Accounts Receivable - Beginning $250 Accounts Receivable - Ending $250”
Other Assets.1
“OTHER ASSETS - Beginning $21657 OTHER ASSETS - Ending $67084”
Other Assets.2
“DUE FROM PTO - Beginning $634 DUE FROM PTO - Ending $634”
Other Assets.3
“DUE FROM DUKE ENERGY - Beginning $327 DUE FROM DUKE ENERGY - Ending $327”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $30 Accounts Payable and Accrued Expenses - Ending $0”
Raw XML Appendix189 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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|---|---|---|
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| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 85294 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
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| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 51980 |
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| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
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| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 114662 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 166612 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 60376 |
| IRS990EZ/GrossReceiptsAmt | 0 | 145670 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 114632 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 166612 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 114632 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 166612 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Treasurer |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 22868 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 68295 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 68889 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SCHOLARSHIPS AND SCHOOL IMPROVEMENTS |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 592 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | FUNDS ALLOCATED FOR FACULTY SCHOLARSHIPS TO ENSURE TEACHERS WERE ABLE TO ATTEND WORKSHOPS AND CONFERENCES REQUIRED TO MAINTAIN NECESSARY CLASSROOM SKILLS AND TEACHING TECHNIQUES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | FUNDS WERE ALLOCATED FOR PROGRAM EXCELLENCE IN ORDER TO MAINTAIN THE HIGHEST ACADEMIC ENVIRONMENT FOR THE BENEFIT OF EVERY STUDENT |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 23701 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 24209 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 36167 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 30 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 69481 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 27221 |
| IRS990EZ/TotalRevenueAmt | 0 | 121461 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 145670 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 197844 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 86462 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 102098 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 111698 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 643772 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 643772 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 145670 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 197844 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 86462 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 102098 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 111698 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 643772 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 145670 |
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| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 86462 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 102098 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 111698 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 643772 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
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| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Fall Fete |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | Raise Craze |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 29453 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 16994 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 9529 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 55976 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 29453 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 16994 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 9529 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 55976 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 31767 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 6294 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Conferences, Conventions, and Meetings $7324 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | PROGRAM SERVICE EXPENSES $54748 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Faculty Scholarships $3519 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Campus Events $2118 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Dues & Subscriptions $749 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | PayPal & Service Fees Fees $271 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Bank Service Charges $160 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Accounts Receivable - Beginning $250 Accounts Receivable - Ending $250 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | OTHER ASSETS - Beginning $21657 OTHER ASSETS - Ending $67084 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | DUE FROM PTO - Beginning $634 DUE FROM PTO - Ending $634 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | DUE FROM DUKE ENERGY - Beginning $327 DUE FROM DUKE ENERGY - Ending $327 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Accounts Payable and Accrued Expenses - Beginning $30 Accounts Payable and Accrued Expenses - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Assets.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Assets.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Assets.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Total Liabilities.1001 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LAUREN GREER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-05-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Five Oaks Academy PTO Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FIVE |
| ReturnHeader/Filer/EIN | 0 | 204044588 |
| ReturnHeader/Filer/PhoneNum | 0 | 8642281881 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1101 Jonesville Road |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Simpsonville |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | SC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 29681 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 271786502 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Myhand CPA LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 530 Brighton Circle |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Easley |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | SC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 29642 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8644207029 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Sherry Bolding |
| ReturnHeader/ReturnTs | 0 | 2023-05-08T08:15:20-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | LAUREN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | GREER |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
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