Civic Intelligence

Overbrook Elementary School PTO

EIN 55-0785255 • 501(c)3 • Charleston, WV

Profile

Fundraising to benefit or support the school and students

218 Oakwood RoadCharleston, WV 25314

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

83rd percentile

38%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$59,065

Up $16,181 (+38%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$59,065

Up $16,181 (+38%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin82nd percentile

Revenue

Up

$52,150

Up $6,943 (+15%) from 2024

Expenses

Down

$35,969

Down $26,575 (-42%) from 2024

Net Income

Up

$16,181

Up $33,518 (+193%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $33,897Liabilities 2011: $02011Assets 2012: $26,608Liabilities 2012: $02012Assets 2013: $28,157Liabilities 2013: $02013Assets 2014: $30,838Liabilities 2014: $02014Assets 2015: $32,126Liabilities 2015: $02015Assets 2016: $32,988Liabilities 2016: $02016Assets 2017: $39,620Liabilities 2017: $02017Assets 2018: $42,097Liabilities 2018: $02018Assets 2019: $46,720Liabilities 2019: $0Net Assets 2019: $46,7202019Assets 2020: $56,954Liabilities 2020: $0Net Assets 2020: $56,9542020Assets 2021: $50,213Liabilities 2021: $0Net Assets 2021: $50,2132021Assets 2022: $68,808Liabilities 2022: $0Net Assets 2022: $68,8082022Assets 2023: $60,221Liabilities 2023: $0Net Assets 2023: $60,2212023Assets 2024: $42,884Liabilities 2024: $0Net Assets 2024: $42,8842024Assets 2025: $59,065Liabilities 2025: $0Net Assets 2025: $59,0652025

Highlighted filing

2025

Assets$59,065
Liabilities$0
Net Assets$59,065
Open 2025 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2011: $27,474Expenses 2011: $22,517Net Income 2011: $4,9572011Revenue 2012: $31,068Expenses 2012: $38,357Net Income 2012: -$7,2892012Revenue 2013: $31,941Expenses 2013: $30,392Net Income 2013: $1,5492013Revenue 2014: $37,907Expenses 2014: $35,225Net Income 2014: $2,6822014Revenue 2015: $33,959Expenses 2015: $32,671Net Income 2015: $1,2882015Revenue 2016: $46,541Expenses 2016: $45,680Net Income 2016: $8612016Revenue 2017: $54,593Expenses 2017: $47,961Net Income 2017: $6,6322017Revenue 2018: $49,926Expenses 2018: $47,449Net Income 2018: $2,4772018Revenue 2019: $54,150Expenses 2019: $49,527Net Income 2019: $4,6232019Revenue 2020: $42,241Expenses 2020: $32,007Net Income 2020: $10,2342020Revenue 2021: $17,716Expenses 2021: $24,457Net Income 2021: -$6,7412021Revenue 2022: $46,851Expenses 2022: $28,256Net Income 2022: $18,5952022Revenue 2023: $46,557Expenses 2023: $55,144Net Income 2023: -$8,5872023Revenue 2024: $45,207Expenses 2024: $62,544Net Income 2024: -$17,3372024Revenue 2025: $52,150Expenses 2025: $35,969Net Income 2025: $16,1812025

Highlighted filing

2025

Revenue$52,150
Expenses$35,969
Net Income$16,181
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,065
Liabilities
$0
Net assets
$59,065
Revenue
$52,150
Expenses
$35,969
Net income
$16,181
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$59.1$0.00$59.1$52.2$36.0$16.2
2024Detailed filing. Detailed filing data is available for this year.$42.9$0.00$42.9$45.2$62.5$17.3
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.2$0.00$60.2$46.6$55.1$8.59
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.8$0.00$68.8$46.9$28.3$18.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.2$0.00$50.2$17.7$24.5$6.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.0$0.00$57.0$42.2$32.0$10.2
2019Detailed filing. Detailed filing data is available for this year.$46.7$0.00$46.7$54.2$49.5$4.62
2018Summary only. Only limited summary data is available for this year.$42.1$0.00$49.9$47.4$2.48
2017Summary only. Only limited summary data is available for this year.$39.6$0.00$54.6$48.0$6.63
2016Summary only. Only limited summary data is available for this year.$33.0$0.00$46.5$45.7$0.86
2015Summary only. Only limited summary data is available for this year.$32.1$0.00$34.0$32.7$1.29
2014Summary only. Only limited summary data is available for this year.$30.8$0.00$37.9$35.2$2.68
2013Summary only. Only limited summary data is available for this year.$28.2$0.00$31.9$30.4$1.55
2012Summary only. Only limited summary data is available for this year.$26.6$0.00$31.1$38.4$7.29
2011Summary only. Only limited summary data is available for this year.$33.9$0.00$27.5$22.5$4.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 18, 2025
Return Version
2024v5.2
Gross Receipts
$58,766
Mission and Program Overview

Mission

Fundraising to benefit or support the school and students

Program Services

DescriptionGrantsExpenses
FUNDRAISING TO BENEFIT OR SUPPORT OVERBROOK ELEMENTARY SCHOOL AND STUDENTS$0$17,358
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN REEDPresident-$0--
JESSICA LINDSAYTreasurer-$0--
KATE FOREMANSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Total Events$47,814$47,814$6,616$41,198
Filing and Contact Details

Filer

Filer Name
Overbrook Elementary School Pto
EIN
55-0785255
Phone
3043486179
Address
218 OAKWOOD ROAD, CHARLESTON, WV 25314

Signing Officer

Name
Erin Reed
Title
President
Phone
3043486179
Signed
2025-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Gray Griffith & Mays Ac
Address
707 VIRGINIA STREETEASTSUITE 400, CHARLESTON, WV 25301-2711
Preparer
J Ryan Lindsay
Phone
3043459400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: other income. Amount: 30.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: robotics expense. Amount: 400. Description: enrichment. Amount: 266. Description: school supplies. Amount: 17,945. Total to form 990-ez, line 16: 18,611.”

Raw XML Appendix161 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JESSICA LINDSAY TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum03046109706
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0218 OAKWOOD ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLESTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd025314
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042884
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059065
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt010782
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt016181
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042884
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059065
IRS990EZ/FundraisingGrossIncomeAmt047814
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017358
IRS990EZ/GrossReceiptsAmt058766
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0140
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042884
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059065
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042884
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059065
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIN REED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA LINDSAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATE FOREMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt018611
IRS990EZ/OtherRevenueTotalAmt030
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FUNDRAISING TO BENEFIT OR SUPPORT THE SCHOOL AND STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING TO BENEFIT OR SUPPORT OVERBROOK ELEMENTARY SCHOOL AND STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017358
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt06616
IRS990EZ/SpecialEventsNetIncomeLossAmt041198
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035969
IRS990EZ/TotalProgramServiceExpensesAmt017358
IRS990EZ/TotalRevenueAmt052150
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SUPPORTING ORGANIZATION - OVERBROOK ELEMENTARY SCHOOL - DOES NOT HAVE A BOARD OF DIRECTORS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PAGE 5, SECTION C, LINE 1
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0556000337
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt042585
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OVERBROOK ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt042585
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06616
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt047814
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047814
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt047814
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047814
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041198
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06616
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06616
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OTHER INCOME. AMOUNT: 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ROBOTICS EXPENSE. AMOUNT: 400. DESCRIPTION: ENRICHMENT. AMOUNT: 266. DESCRIPTION: SCHOOL SUPPLIES. AMOUNT: 17,945. TOTAL TO FORM 990-EZ, LINE 16: 18,611.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN REED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03043486179
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OVERBROOK ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0OVER
ReturnHeader/Filer/EIN0550785255
ReturnHeader/Filer/PhoneNum03043486179
ReturnHeader/Filer/USAddress/AddressLine1Txt0218 OAKWOOD ROAD
ReturnHeader/Filer/USAddress/CityNm0CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025314
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550621482
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAY GRIFFITH & MAYS AC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0707 VIRGINIA STREETEASTSUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0253012711
ReturnHeader/PreparerPersonGrp/PhoneNum03043459400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J RYAN LINDSAY
ReturnHeader/ReturnTs02025-08-25T14:17:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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