Civic Intelligence

Five Oaks Academy PTO Inc

990EZ • Fiscal year 2022 • EIN 20-4044588

Jan 01, 2022 to Dec 31, 2022 • Filed on May 08, 2023

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

Score unavailable

No value available

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

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

83rd percentile

45%

Faster asset growth than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

20th percentile

-27%

Faster revenue growth than 20% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$166,612

Up $51,949 (+45%) from 2021

Net Assets

Up

$166,612

Up $51,980 (+45%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$121,461

Down $43,828 (-27%) from 2021

Expenses

Down

$69,481

Down $39,797 (-36%) from 2021

Net Income

Down

$51,980

Down $4,031 (-7.2%) from 2021

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

2022

Assets$166,612
Liabilities-
Net Assets$166,612

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

2022

Revenue$121,461
Expenses$69,481
Net Income$51,980
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

DescriptionGrantsExpenses
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

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet 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

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $7324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM SERVICE EXPENSES $54748
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