Civic Intelligence

Oak Pointe Elementary School PTO

990EZ • Fiscal year 2021 • EIN 20-5306509

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 19, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

96th percentile

84%

Higher net margin than 96% 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

65th percentile

20%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

63rd percentile

21%

Faster revenue growth than 63% of similar nonprofits.

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

Assets

Up

$43,115

Up $7,105 (+20%) from 2020

Net Assets

Up

$43,115

Up $7,105 (+20%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$8,411

Up $1,480 (+21%) from 2020

Expenses

Down

$1,306

Down $1,705 (-57%) from 2020

Net Income

Up

$7,105

Up $3,185 (+81%) from 2020

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

2021

Assets$43,115
Liabilities-
Net Assets$43,115

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

2021

Revenue$8,411
Expenses$1,306
Net Income$7,105
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 19, 2021
Return Version
2020v4.1
Gross Receipts
$16,529
Mission and Program Overview

Mission

To promote and support educational programs

Program Services

DescriptionGrantsExpenses
PRINCIPAL AND GUIDANCE FUNDS - THE PTO PROVIDES FUNDS TOTHE PRINCIPAL'S OFFICE AND GUIDANCE DEPTS FOR THE PURPOSEOF RECOGNIZING TEACHERS AND STUDENTS AND TO FUND PROGRAMS$0$3,941
CURRICULUM - THE PTO FUNDS PROGRAMS AND PROJECTS THAT SUPPORT OR ENRICH SCHOOL CURRICULUM. ALL STUDENTS BENEFIT FROM THE PROGRAM$0$2,739
AMAZON SMILE FOUNDATION - $48BUSINESS PARTNERS CONTRIBUTIONS - $385BANK DIVIDENDS - $21$0$1,780
STUDENT SERVICES - THE PTO PURCHASES AND SELLS SMALL ITEMSSUCH AS SPIRIT WEAR, TO THE CHILDREN.$0$962
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY BUBARPresidentPT$0--
ASHLEY WILLIAMS1st Vice President-$0--
NICOLE REDDON2nd Vice President-$0--
AMANDA TILTONSecretary-$0--
MELISSA SHELTONTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Shoppe----
Pal-a-thon----
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
Melissa Shelton
Title
Treasurer
Phone
8034764100
Signed
2021-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Roberts Tax Service
Address
1200 Leesburg Road, Columbia, SC 29209
Preparer
Richard L Roberts Ea
Phone
8037761858
Supplemental Narrative

Additional Explanations

Pt III, Line 31

Amazon smile foundation - $48

Pt III, Line 31

Business partners contributions - $385

Pt III, Line 31

BANK DIVIDENDS - $21

Form 990EZ, Part I, Line 8

DIVIDENDS RECEIVED 21.

Form 990EZ, Part I, Line 8

ROUNDING 0.

Form 990EZ, Part I, Line 16

LIABILITY INSURANCE 494.

Form 990EZ, Part I, Line 16

Office & general expenses 81.

Form 990EZ, Part I, Line 16

P t o website & software 130.

Form 990EZ, Part I, Line 16

N S F CHECKS

Form 990EZ, Part I, Line 16

ROUNDING 1.

Raw XML Appendix197 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/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ASHLEY BUBAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASHLEY WILLIAMS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA TILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA SHELTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0706
IRS990EZ/OtherRevenueTotalAmt021
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AND SUPPORT EDUCATIONAL PROGRAMS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CURRICULUM - THE PTO FUNDS PROGRAMS AND PROJECTS THAT SUPPORT OR ENRICH SCHOOL CURRICULUM. ALL STUDENTS BENEFIT FROM THE PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PRINCIPAL AND GUIDANCE FUNDS - THE PTO PROVIDES FUNDS TOTHE PRINCIPAL'S OFFICE AND GUIDANCE DEPTS FOR THE PURPOSEOF RECOGNIZING TEACHERS AND STUDENTS AND TO FUND PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT SERVICES - THE PTO PURCHASES AND SELLS SMALL ITEMSSUCH AS SPIRIT WEAR, TO THE CHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3AMAZON SMILE FOUNDATION - $48BUSINESS PARTNERS CONTRIBUTIONS - $385BANK DIVIDENDS - $21
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08118
IRS990EZ/SpecialEventsNetIncomeLossAmt07957
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01306
IRS990EZ/TotalProgramServiceExpensesAmt09422
IRS990EZ/TotalRevenueAmt08411
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0385
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01726
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012896
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016144
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047927
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt077041
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt097798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0312881
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0325777
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016529
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0105993
IRS990ScheduleA/Total509Grp/TotalAmt0325777
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0325777
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOLIDAY SHOPPE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PAL-A-THON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AMAZON SMILE FOUNDATION - $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BUSINESS PARTNERS CONTRIBUTIONS - $385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK DIVIDENDS - $21
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DIVIDENDS RECEIVED 21.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LIABILITY INSURANCE 494.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICE & GENERAL EXPENSES 81.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7P T O WEBSITE & SOFTWARE 130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8N S F CHECKS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ROUNDING 1.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt III, Line 31
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA SHELTON
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ReturnHeader/BusinessOfficerGrp/PhoneNum08034764100
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-19
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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/AddressLine1Txt01200 Leesburg Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
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ReturnHeader/PreparerPersonGrp/PhoneNum08037761858
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD L ROBERTS EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-03T10:58:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHELTON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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