Civic Intelligence

Oak Pointe Elementary School PTO

990EZ • Fiscal year 2015 • EIN 20-5306509

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 02, 2015

Organization ProfileN/A
1 River Bottom RoadIrmo, SC 29063

(803) 476-4100

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

50th percentile

3.2%

Higher net margin than 50% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

100th percentile

4007%

Faster revenue growth than 100% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$9,732

Up $2,058 (+27%) from 2014

Net Assets

$9,732

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin50th percentile

Revenue

Up

$64,854

Up $63,275 (+4007%) from 2014

Expenses

Up

$62,796

Up $59,837 (+2022%) from 2014

Net Income

Up

$2,058

Up $3,438 (+249%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$60K$40K$20K$0Assets 2012: $6,227Liabilities 2012: $5,3012012Assets 2013: $12,950Liabilities 2013: $3,896Net Assets 2013: $9,0542013Assets 2014: $7,674Liabilities 2014: $02014Assets 2015: $9,732Net Assets 2015: $9,7322015Assets 2016: $19,899Net Assets 2016: $19,8992016Assets 2017: $36,011Net Assets 2017: $36,0112017Assets 2018: $23,368Net Assets 2018: $23,3682018Assets 2019: $32,090Net Assets 2019: $32,0902019Assets 2020: $36,010Net Assets 2020: $36,0102020Assets 2021: $43,115Net Assets 2021: $43,1152021Assets 2022: $40,276Net Assets 2022: $40,2762022Assets 2023: $14,053Net Assets 2023: $14,0532023Assets 2024: $11,680Net Assets 2024: $11,6802024Assets 2025: $8,934Net Assets 2025: $8,9342025

Highlighted filing

2015

Assets$9,732
Liabilities-
Net Assets$9,732
Open 2015 Filing

Operations Trend

Revenue Growth100th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $117,240Expenses 2012: $131,376Net Income 2012: -$14,1362012Revenue 2013: $36,842Expenses 2013: $28,714Net Income 2013: $8,1282013Revenue 2014: $1,579Expenses 2014: $2,959Net Income 2014: -$1,3802014Revenue 2015: $64,854Expenses 2015: $62,796Net Income 2015: $2,0582015Revenue 2016: $58,966Expenses 2016: $48,799Net Income 2016: $10,1672016Revenue 2017: $50,089Expenses 2017: $33,977Net Income 2017: $16,1122017Revenue 2018: $24,253Expenses 2018: $36,896Net Income 2018: -$12,6432018Revenue 2019: $18,406Expenses 2019: $4,589Net Income 2019: $13,8172019Revenue 2020: $6,931Expenses 2020: $3,011Net Income 2020: $3,9202020Revenue 2021: $8,411Expenses 2021: $1,306Net Income 2021: $7,1052021Revenue 2022: $5,225Expenses 2022: $8,064Net Income 2022: -$2,8392022Revenue 2023: -$15,144Expenses 2023: $11,079Net Income 2023: -$26,2232023Revenue 2024: $4,995Expenses 2024: $7,368Net Income 2024: -$2,3732024Revenue 2025: $422Expenses 2025: $3,168Net Income 2025: -$2,7462025

Highlighted filing

2015

Revenue$64,854
Expenses$62,796
Net Income$2,058
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 2, 2015
Return Version
2014v5.0
Gross Receipts
$91,495
Mission and Program Overview

Mission

To promote and support educational programs

Program Services

DescriptionGrantsExpenses
0-$26,695
Curriculum - The PTO funds programs and projects that support or enrich school curriculum, such as the purchase of library books, music, and sports equipment, art and instructional supplies. All students benefit from this purpose-$25,790
Student Services - The PTO and purchases and sells small items, such as Spirit Wear, to the children for Christmas gifts (Holiday Store) and held a Santa Breakfast for the convenience of the parents-$23,649
PRINCIPAL AND GUIDANCE FUNDS - THE PTO PROVIDES FUNDS TO THE PRINCIPAL AND GUIDANCE COUNSELOR FOR THE PURPOSE OF RECOGNIZING TEACHERS AND STUDENTS AND TO FUND PROGRAMS.-$13,301
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JODIE MOOREPresidentPT$0--
GLENNA SHEALY1st Vice-PresidentPT$0--
LAURA MELLICHAMP2nd Vice-PresidentPT$0--
KIM HUTCHERSONTreasurerPT$0--
ASHLEY BUBARSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run----
Filing and Contact Details

Filer

Filer Name
Oak Pointe Elementary Pto
EIN
20-5306509
Phone
8034764100
Address
1 RIVER BOTTOM ROAD, IRMO, SC 29063

Signing Officer

Name
Kimberly M Hutcherson
Title
Treasurer
Phone
8034764100
Signed
2015-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Roberts Tax Service
Address
1200 Leesburg Road, Columbia, SC 29209
Preparer
Richard L Roberts
Phone
8037763277
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Non-revenue income a-team playground pass thru 6640. Art department fundraiser pass thru 4515. Fifth grade pass thru 399. School supply kits pass thru 1603. Petty cash 1800.”

Form 990EZ, Part I, Line 16

“Custodial pay 320. Liability insurance 350. N s f charges office supplies 918. P t o software 425. Carryover expenses from previous year 3316. Fifth grade match 130. Hospitality events 7964. New year start-up 1326. School improvement 9503. Special areas 4522. Special projects 16371. Student gifts 2219. Non-revenue income 14957.”

Form 990EZ, Part II, Line 26

“TOTAL RETAINED EARNINGS”

Raw XML Appendix154 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/BooksInCareOfDetail/USAddress/CityNm0IRMO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JODIE MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GLENNA SHEALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA MELLICHAMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM HUTCHERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ASHLEY BUBAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt062321
IRS990EZ/OtherRevenueTotalAmt014957
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AND SUPPORT EDUCATIONAL PROGRAMS
IRS990EZ/PrintingPublicationsPostageAmt0175
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Curriculum - The PTO funds programs and projects that support or enrich school curriculum, such as the purchase of library books, music, and sports equipment, art and instructional supplies. All students benefit from this purpose
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PRINCIPAL AND GUIDANCE FUNDS - THE PTO PROVIDES FUNDS TO THE PRINCIPAL AND GUIDANCE COUNSELOR FOR THE PURPOSE OF RECOGNIZING TEACHERS AND STUDENTS AND TO FUND PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student Services - The PTO and purchases and sells small items, such as Spirit Wear, to the children for Christmas gifts (Holiday Store) and held a Santa Breakfast for the convenience of the parents
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt30
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113301
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt223649
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt326695
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026641
IRS990EZ/SpecialEventsNetIncomeLossAmt041642
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062796
IRS990EZ/TotalProgramServiceExpensesAmt089435
IRS990EZ/TotalRevenueAmt064854
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08255
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07753
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022187
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt083240
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0116534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt085448
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0344979
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0367166
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091495
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037141
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0116534
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085448
IRS990ScheduleA/Total509Grp/TotalAmt0367166
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0367166
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NON-REVENUE INCOME A-TEAM PLAYGROUND PASS THRU 6640. ART DEPARTMENT FUNDRAISER PASS THRU 4515. FIFTH GRADE PASS THRU 399. SCHOOL SUPPLY KITS PASS THRU 1603. PETTY CASH 1800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CUSTODIAL PAY 320. LIABILITY INSURANCE 350. N S F CHARGES OFFICE SUPPLIES 918. P T O SOFTWARE 425. CARRYOVER EXPENSES FROM PREVIOUS YEAR 3316. FIFTH GRADE MATCH 130. HOSPITALITY EVENTS 7964. NEW YEAR START-UP 1326. SCHOOL IMPROVEMENT 9503. SPECIAL AREAS 4522. SPECIAL PROJECTS 16371. STUDENT GIFTS 2219. NON-REVENUE INCOME 14957.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TOTAL RETAINED EARNINGS
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY M HUTCHERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08034764100
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK POINTE ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0OAKP
ReturnHeader/Filer/EIN0205306509
ReturnHeader/Filer/PhoneNum08034764100
ReturnHeader/Filer/USAddress/AddressLine1Txt01 RIVER BOTTOM ROAD
ReturnHeader/Filer/USAddress/CityNm0IRMO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029063
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029209
ReturnHeader/PreparerPersonGrp/PhoneNum08037763277
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD L ROBERTS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-05T14:27:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,732
Liabilities
-
Net assets
$9,732
Revenue
$64,854
Expenses
$62,796
Net income
$2,058
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.00$0.03$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.05$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.15$0.11$0.26
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.05$0.08$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.08$0.01$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.07$0.03$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.18$0.05$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.24$0.37$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.50$0.34$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.59$0.49$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.65$0.63$0.02
2014Summary only. Only limited summary data is available for this year.$0.08$0.00$0.02$0.03$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.04$0.09$0.37$0.29$0.08
2012Summary only. Only limited summary data is available for this year.$0.06$0.05$1.17$1.31$0.14