Civic Intelligence

Five Oaks Academy PTO Inc

990EZ • Fiscal year 2021 • EIN 20-4044588

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

Refreshing map…

1101 Jonesville RoadSimpsonville, SC 29681

(864) 228-1881

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

77th percentile

34%

Higher net margin than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

88th percentile

96%

Faster asset growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

91%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$114,663

Up $56,012 (+96%) from 2020

Net Assets

$114,632

No earlier filing loaded for comparison.

Liabilities

Up

$31

Up $1 (+3.3%) from 2020

Revenue

Up

$165,289

Up $78,827 (+91%) from 2020

Expenses

Up

$109,278

Up $3,921 (+3.7%) from 2020

Net Income

Up

$56,011

Up $74,906 (+396%) from 2020

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $37,850Liabilities 2011: $02011Assets 2012: $36,259Liabilities 2012: $02012Assets 2013: $51,757Liabilities 2013: $02013Assets 2014: $46,367Liabilities 2014: $02014Assets 2015: $37,709Liabilities 2015: $02015Assets 2016: $38,358Liabilities 2016: $02016Assets 2017: $105,705Liabilities 2017: $02017Assets 2018: $77,115Liabilities 2018: $02018Assets 2019: $77,547Liabilities 2019: $312019Assets 2020: $58,651Liabilities 2020: $302020Assets 2021: $114,663Liabilities 2021: $31Net Assets 2021: $114,6322021Assets 2022: $166,612Net Assets 2022: $166,6122022Assets 2023: $147,070Liabilities 2023: $8762023

Highlighted filing

2021

Assets$114,663
Liabilities$31
Net Assets$114,632

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $147,580Expenses 2011: $141,932Net Income 2011: $5,6482011Revenue 2012: $128,677Expenses 2012: $130,268Net Income 2012: -$1,5912012Revenue 2013: $145,645Expenses 2013: $130,147Net Income 2013: $15,4982013Revenue 2014: $96,756Expenses 2014: $93,011Net Income 2014: $3,7452014Revenue 2015: $83,064Expenses 2015: $91,722Net Income 2015: -$8,6582015Revenue 2016: $84,629Expenses 2016: $83,873Net Income 2016: $7562016Revenue 2017: $93,018Expenses 2017: $25,671Net Income 2017: $67,3472017Revenue 2018: $111,698Expenses 2018: $140,288Net Income 2018: -$28,5902018Revenue 2019: $102,098Expenses 2019: $101,698Net Income 2019: $4002019Revenue 2020: $86,462Expenses 2020: $105,357Net Income 2020: -$18,8952020Revenue 2021: $165,289Expenses 2021: $109,278Net Income 2021: $56,0112021Revenue 2022: $121,461Expenses 2022: $69,481Net Income 2022: $51,9802022Revenue 2023: $154,924Expenses 2023: $175,342Net Income 2023: -$20,4182023

Highlighted filing

2021

Revenue$165,289
Expenses$109,278
Net Income$56,011
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.0
Gross Receipts
$197,844
Mission and Program Overview

Mission

Scholarships and school improvements

Program Services

DescriptionGrantsExpenses
FUNDS WERE ALLOCATED FOR PROGRAM EXCELLENCE IN ORDER TO MAINTAIN THE HIGHEST ACADEMIC ENVIRONMENT FOR THE BENEFIT OF EVERY STUDENT$49,214-
FUNDS WERE ALLOCATED FOR STUDENT SCHOLARSHIPS SO STUDENTS WOULD BE ABLE TO ATTEND FIVE OAKS ACADEMY REGARDLESS OF ABILITY TO PAY$33,632-
FUNDS ALLOCATED FOR FACULTY SCHOLARSHIPS TO ENSURE TEACHERS WERE ABLE TO ATTEND WORKSHOPS AND CONFERENCES REQUIRED TO MAINTAIN NECESSARY CLASSROOM SKILLS AND TEACHING TECHNIQUES$15,722-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN GREERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall & Spring Fete$77,409$77,409$32,555$44,854
Total Events$77,409$77,409$32,555$44,854
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
2022-05-09
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.1002

Office Expenses $1242

Other Expenses.1007

Conferences, Conventions, and Meetings $496

Other Expenses.1

Program service expenses $98569

Other Expenses.2

PTO Related Exps $3933

Other Expenses.3

PayPal & Service Fees Fees $2430

Other Expenses.5

Dues & Subscriptions $596

Other Expenses.6

Bank Service Charges $500

Other Assets.1

OTHER ASSETS - Beginning $21657 OTHER ASSETS - Ending $26257

Other Assets.2

ACCOUNTS RECEIVABLE - Beginning $0 ACCOUNTS RECEIVABLE - Ending $250

Other Assets.3

BANK ERROR - Beginning $0 BANK ERROR - Ending $327

Other Assets.4

DUE FROM PTO - Beginning $0 DUE FROM PTO - Ending $634

Total Liabilities.1

TOTAL LIABILITIES - Beginning $30 TOTAL LIABILITIES - Ending $31

Raw XML Appendix183 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Sherry Bolding
IRS990EZ/BooksInCareOfDetail/PhoneNum08642281881
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01101 Jonesville Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Simpsonville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029681
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036994
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt087195
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0120435
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt056011
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058651
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0114663
IRS990EZ/FundraisingGrossIncomeAmt077409
IRS990EZ/GrossReceiptsAmt0197844
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058621
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0114632
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058621
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0114632
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAUREN GREER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt021657
IRS990EZ/OtherAssetsTotalDetail/EOYAmt027468
IRS990EZ/OtherExpensesTotalAmt0107766
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOLARSHIPS AND SCHOOL IMPROVEMENTS
IRS990EZ/PrintingPublicationsPostageAmt01512
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS 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/DescriptionProgramSrvcAccomTxt1FUNDS WERE ALLOCATED FOR STUDENT SCHOLARSHIPS SO STUDENTS WOULD BE ABLE TO ATTEND FIVE OAKS ACADEMY REGARDLESS OF ABILITY TO PAY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FUNDS WERE ALLOCATED FOR PROGRAM EXCELLENCE IN ORDER TO MAINTAIN THE HIGHEST ACADEMIC ENVIRONMENT FOR THE BENEFIT OF EVERY STUDENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015722
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt133632
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt249214
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032555
IRS990EZ/SpecialEventsNetIncomeLossAmt044854
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt030
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt031
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0109278
IRS990EZ/TotalProgramServiceExpensesAmt098568
IRS990EZ/TotalRevenueAmt0165289
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0197844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt086462
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0102098
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0111698
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt093018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0591120
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0591120
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0197844
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086462
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0102098
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0111698
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093018
IRS990ScheduleA/Total509Grp/TotalAmt0591120
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0197844
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt086462
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0102098
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0111698
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093018
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0591120
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032555
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall & Spring Fete
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt077409
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt077409
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt077409
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt077409
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044854
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032555
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt032555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1242
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM SERVICE EXPENSES $98569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTO Related Exps $3933
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PayPal & Service Fees Fees $2430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues & Subscriptions $596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Service Charges $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OTHER ASSETS - Beginning $21657 OTHER ASSETS - Ending $26257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACCOUNTS RECEIVABLE - Beginning $0 ACCOUNTS RECEIVABLE - Ending $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK ERROR - Beginning $0 BANK ERROR - Ending $327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DUE FROM PTO - Beginning $0 DUE FROM PTO - Ending $634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TOTAL LIABILITIES - Beginning $30 TOTAL LIABILITIES - Ending $31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN GREER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Five Oaks Academy PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0FIVE
ReturnHeader/Filer/EIN0204044588
ReturnHeader/Filer/PhoneNum08642281881
ReturnHeader/Filer/USAddress/AddressLine1Txt01101 Jonesville Road
ReturnHeader/Filer/USAddress/CityNm0Simpsonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029681
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271786502
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Myhand CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0530 Brighton Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Easley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029642
ReturnHeader/PreparerPersonGrp/PhoneNum08644207029
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Bolding
ReturnHeader/ReturnTs02022-05-09T09:58:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAUREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings