Civic Intelligence

Oak Pointe Elementary School PTO

990EZ • Fiscal year 2018 • EIN 20-5306509

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 26, 2018

1 River Bottom RoadIrmo, SC 29063

(803) 476-4100

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$23,368

Down $12,643 (-35%) from 2017

Net Assets

Down

$23,368

Down $12,643 (-35%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$24,253

Down $25,836 (-52%) from 2017

Expenses

Up

$36,896

Up $2,919 (+8.6%) from 2017

Net Income

Down

-$12,643

Down $28,755 (-178%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$23,368
Liabilities-
Net Assets$23,368

Operations Trend

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

2018

Revenue$24,253
Expenses$36,896
Net Income-$12,643
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 26, 2018
Return Version
2017v2.2
Gross Receipts
$79,144
Mission and Program Overview

Mission

To promote and support educational programs

Program Services

DescriptionGrantsExpenses
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-$51,364
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-$20,144
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.-$10,543
0-$7,590
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE STARNESPresidentPT$0--
ASHLEY BUBAR1st Vice-President-$0--
CATHERINE SOUTHERNSecretary-$0--
KERI LYN LADDTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pal-a-thon$33,527$6,908-$6,908
Silent Auction$13,042$4,909-$4,909
Total Events$75,012$20,121-$20,121
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
Keri Lyn Ladd
Title
Treasurer
Phone
8034764100
Signed
2018-08-26
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 8

BANK DIVIDENDS 31.

Form 990EZ, Part I, Line 8

DONATIONS 249.

Form 990EZ, Part I, Line 8

N S F 47.

Form 990EZ, Part I, Line 8

PETTY CASH 1665.

Form 990EZ, Part I, Line 8

BUSINESS PARTNERS 1854.

Form 990EZ, Part I, Line 16

CUSTODIAL PAY 100.

Form 990EZ, Part I, Line 16

BUSINESS PARTNERS 380.

Form 990EZ, Part I, Line 16

N S F CHARGES 62.

Form 990EZ, Part I, Line 16

OFFICE SUPPLIES 1401.

Form 990EZ, Part I, Line 16

P T O SOFTWARE 121.

Form 990EZ, Part I, Line 16

Father / daughter dance 44.

Form 990EZ, Part I, Line 16

Fifth grade celebrations 500.

Form 990EZ, Part I, Line 16

HOSPITALITY EVENTS 2401.

Form 990EZ, Part I, Line 16

ARTS DAY 3222.

Form 990EZ, Part I, Line 16

ART DEPARTMENT 680.

Form 990EZ, Part I, Line 16

Assistant principle fund 1374.

Form 990EZ, Part I, Line 16

STUDENT GIFTS 1914.

Form 990EZ, Part I, Line 16

Beautification / grounds maintenance 118.

Form 990EZ, Part I, Line 16

BEST MOM/DADS EVAH 1029.

Form 990EZ, Part I, Line 16

COMPUTER LAB 488.

Form 990EZ, Part I, Line 16

Dad & mom's breakfast 184.

Form 990EZ, Part I, Line 16

CHARITABLE DONATIONS 49.

Form 990EZ, Part I, Line 16

GUIDANCE 819.

Form 990EZ, Part I, Line 16

HEALTH ROOM 999.

Form 990EZ, Part I, Line 16

MEDIA CENTER 752.

Form 990EZ, Part I, Line 16

MUSIC DEPARTMENT 510.

Form 990EZ, Part I, Line 16

FIELD DAY / TRIP 2026.

Form 990EZ, Part I, Line 16

P E 512.

Form 990EZ, Part I, Line 16

Petty cash withdrawals 1400.

Form 990EZ, Part I, Line 16

P t o today memberships 573.

Form 990EZ, Part I, Line 16

PRINCIPLE'S FUND 1047.

Form 990EZ, Part I, Line 16

R t i (literacy program) 448.

Form 990EZ, Part I, Line 16

School & classroom supply kits 1836.

Form 990EZ, Part I, Line 16

SCIENCE LAB 176.

Form 990EZ, Part I, Line 16

S i c parent university 1065.

Form 990EZ, Part I, Line 16

SPANISH 454.

Form 990EZ, Part I, Line 16

SPEECH DEPARTMENT 300.

Form 990EZ, Part I, Line 16

Teacher/staff appreciation 1941.

Form 990EZ, Part I, Line 16

TEACHER GRANTS 2743.

Form 990EZ, Part I, Line 16

Depreciation 2146.

Form 990EZ, Part I, Line 16

RED FOLDERS 1789.

Form 990EZ, Part I, Line 16

P I DAY 677.

Form 990EZ, Part I, Line 16

ROUNDING 1.

Form 990EZ, Part II, Line 26

TOTAL RETAINED EARNINGS

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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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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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK DIVIDENDS 31.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATIONS 249.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N S F 47.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PETTY CASH 1665.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BUSINESS PARTNERS 1854.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CUSTODIAL PAY 100.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7N S F CHARGES 62.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OFFICE SUPPLIES 1401.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9P T O SOFTWARE 121.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FATHER / DAUGHTER DANCE 44.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11FIFTH GRADE CELEBRATIONS 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12HOSPITALITY EVENTS 2401.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ARTS DAY 3222.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ART DEPARTMENT 680.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ASSISTANT PRINCIPLE FUND 1374.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16STUDENT GIFTS 1914.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17BEAUTIFICATION / GROUNDS MAINTENANCE 118.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18BEST MOM/DADS EVAH 1029.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20DAD & MOM'S BREAKFAST 184.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28PETTY CASH WITHDRAWALS 1400.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32SCHOOL & CLASSROOM SUPPLY KITS 1836.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34S I C PARENT UNIVERSITY 1065.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35SPANISH 454.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt36SPEECH DEPARTMENT 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt37TEACHER/STAFF APPRECIATION 1941.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt38TEACHER GRANTS 2743.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt39Depreciation 2146.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42ROUNDING 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt43TOTAL RETAINED EARNINGS
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ReturnHeader/Filer/USAddress/ZIPCd029063
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId007A7FC276B1BF88BA7BC9F7D9697589316DB7190
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId007A7FC276B1BF88BA7BC9F7D9697589316DB7190
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.211.87.108
ReturnHeader/FilingSecurityInformation/IPDt02018-09-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:23:29
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Roberts Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 Leesburg Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029209
ReturnHeader/PreparerPersonGrp/PhoneNum08037763277
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD L ROBERTS EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-09-05T16:23:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

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