Civic Intelligence

PTA Sc Congress Oakland Elementary

990EZ • Fiscal year 2014 • EIN 56-2364817

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 02, 2014

151 Mud Creek Road29349

(864) 578-9337

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

19th percentile

-24%

Faster revenue growth than 19% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$41,201

Up $7,198 (+21%) from 2013

Net Assets

Up

$41,201

Up $7,198 (+21%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$28,364

Down $9,204 (-24%) from 2013

Expenses

Down

$21,166

Down $5,507 (-21%) from 2013

Net Income

Down

$7,198

Down $3,697 (-34%) from 2013

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $24,987Liabilities 2011: $0Net Assets 2011: $24,9872011Assets 2012: $23,108Liabilities 2012: $0Net Assets 2012: $23,1082012Assets 2013: $34,003Liabilities 2013: $0Net Assets 2013: $34,0032013Assets 2014: $41,201Liabilities 2014: $0Net Assets 2014: $41,2012014Assets 2015: $55,953Liabilities 2015: $02015Assets 2016: $62,769Liabilities 2016: $0Net Assets 2016: $62,7692016Assets 2017: $83,019Net Assets 2017: $83,0192017Assets 2018: $77,265Net Assets 2018: $77,2652018Assets 2019: $69,794Net Assets 2019: $69,7942019Assets 2020: $90,619Liabilities 2020: $02020Assets 2024: $59,777Net Assets 2024: $59,7772024Assets 2025: $54,913Liabilities 2025: $543Net Assets 2025: $54,3702025

Highlighted filing

2014

Assets$41,201
Liabilities$0
Net Assets$41,201

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $32,603Expenses 2011: $21,198Net Income 2011: $11,4052011Revenue 2012: $21,639Expenses 2012: $23,518Net Income 2012: -$1,8792012Revenue 2013: $37,568Expenses 2013: $26,673Net Income 2013: $10,8952013Revenue 2014: $28,364Expenses 2014: $21,166Net Income 2014: $7,1982014Revenue 2015: $31,662Expenses 2015: $16,910Net Income 2015: $14,7522015Revenue 2016: $21,728Expenses 2016: $14,912Net Income 2016: $6,8162016Revenue 2017: $43,614Expenses 2017: $23,364Net Income 2017: $20,2502017Revenue 2018: $39,064Expenses 2018: $44,818Net Income 2018: -$5,7542018Revenue 2019: $39,902Expenses 2019: $47,373Net Income 2019: -$7,4712019Revenue 2020: $69,451Expenses 2020: $48,626Net Income 2020: $20,8252020Revenue 2024: $36,773Expenses 2024: $61,273Net Income 2024: -$24,5002024Revenue 2025: $12,949Expenses 2025: $18,356Net Income 2025: -$5,4072025

Highlighted filing

2014

Revenue$28,364
Expenses$21,166
Net Income$7,198
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 2, 2014
Return Version
2013v4.0
Gross Receipts
$66,385
Mission and Program Overview

Mission

To support oakland elementary school.

Support for Oakland Elem School

Program Services

DescriptionGrantsExpenses
Purchases and expenses paid for benefit of Oakland Elemnetary School-AV equipment field day furniture landscaping scholarships teacher wishlist trophies Weekly Reader-$20,757
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shana WoodVice -President-$0--
Crystal TaylorPresident-$0--
Kim AlfonsoVice- President-$0--
Kerry PhilbeckTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$27,619$27,619$5,479$22,140
Event 2$6,194$6,194-$6,194
Total Events$63,682$63,682$38,021$25,661
Filing and Contact Details

Filer

EIN
56-2364817

Signing Officer

Name
Tanner Humphries
Title
Treasurer
Phone
8645789337
Signed
2014-12-02
Discuss with paid preparer
No

Preparer

Preparer
Choice L Eubanks Jr
Phone
8645991367
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountDepreciation from 4562 2,664Awards and prizes 385Field Day 138Copier Maintenance 1,285Dues 465Office Supplies 102Mulch 3,500Back to School Bash 900Ice cream Friday 2,132Contributions and gifts 4,840Staff and Teacher Lunches 1,251Recycling Party 55Classroom books and publications 2,677Hospitality 165Guidance Material 198

Description of other assets Part II line 24

Category Beginning of Year End of YearEquipment less acc deprec 8,201 5,970

Raw XML Appendix181 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Kerry Philbeck
IRS990EZ/BooksInCareOfDetail/PhoneNum08645789337
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10151 Mud Creek Road
IRS990EZ/BooksInCareOfDetail/USAddress/City0Inman
IRS990EZ/BooksInCareOfDetail/USAddress/State0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode029349
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025802
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035231
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0750
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07198
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0409
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrossReceiptsAmt066385
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IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01934
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034003
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041201
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041201
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shana Wood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Crystal Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kim Alfonso
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kerry Philbeck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice -President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice- President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08201
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05970
IRS990EZ/OtherExpensesTotalAmt020757
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support for Oakland Elem School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Purchases and expenses paid for benefit of Oakland Elemnetary School-AV equipment field day furniture landscaping scholarships teacher wishlist trophies Weekly Reader
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020757
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt038021
IRS990EZ/SpecialEventsNetIncomeLossAmt025661
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021166
IRS990EZ/TotalProgramServiceExpensesAmt020757
IRS990EZ/TotalRevenueAmt028364
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02684
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04244
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0130
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0323
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0523
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt063682
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt099782
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt064915
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt092646
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt097121
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0418146
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0323
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0523
IRS990ScheduleA/InvestmentIncomeCYPct00.00120
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99880
IRS990ScheduleA/PublicSupportPY509Pct00.99830
IRS990ScheduleA/PublicSupportTotal509Amt0422390
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066366
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0101342
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064915
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt092646
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt097121
IRS990ScheduleA/Total509Grp/TotalAmt0422390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066385
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0101364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064944
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt092776
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt097444
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0422913
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt038021
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt02200
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027619
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06194
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt029869
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027619
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06194
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt029869
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063682
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Fall Fundrai
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Fall Festiva
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025661
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt012265
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt04855
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt017120
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013222
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018701
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05479
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 2,664Awards and prizes 385Field Day 138Copier Maintenance 1,285Dues 465Office Supplies 102Mulch 3,500Back to School Bash 900Ice cream Friday 2,132Contributions and gifts 4,840Staff and Teacher Lunches 1,251Recycling Party 55Classroom books and publications 2,677Hospitality 165Guidance Material 198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearEquipment less acc deprec 8,201 5,970
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Tanner Humphries
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08645789337
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA SC CONGRESS OAKLAND ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAS
ReturnHeader/Filer/EIN0562364817
ReturnHeader/Filer/USAddress/AddressLine10151 Mud Creek Road
ReturnHeader/Filer/USAddress/City0Inman
ReturnHeader/Filer/USAddress/State0SC
ReturnHeader/Filer/USAddress/ZIPCode029349
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261451158
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Boiling Springs Tax Payroll LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10P O Box 161600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Boiling Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode029316
ReturnHeader/PreparerPersonGrp/PhoneNum08645991367
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Choice L Eubanks Jr
ReturnHeader/ReturnTs02015-02-10T16:40:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits