Civic Intelligence

PTA Sc Congress Oakland Elementary

990EZ • Fiscal year 2017 • EIN 56-2364817

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 30, 2017

Organization ProfileN/A
151 Mud Creek RoadInman, SC 29349

(864) 578-9337

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

101%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$83,019

Up $20,250 (+32%) from 2016

Net Assets

Up

$83,019

Up $20,250 (+32%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$43,614

Up $21,886 (+101%) from 2016

Expenses

Up

$23,364

Up $8,452 (+57%) from 2016

Net Income

Up

$20,250

Up $13,434 (+197%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

2017

Assets$83,019
Liabilities-
Net Assets$83,019
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

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

2017

Revenue$43,614
Expenses$23,364
Net Income$20,250
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 30, 2017
Return Version
2016v3.0
Gross Receipts
$87,504
Mission and Program Overview

Mission

To support oakland elementary school.

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE TEACHERS AND STUDENTS OF OAKLAND ELEMENTARY SCHOOL AND PROMOTE COMMUNITY AWARENESS.$6,976$22,427
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER BRUCEPresident-$0--
HEATHER WAGONERVice Preside-$0--
TANNER HUMPHRIESCo-Treasurer-$0--
KERRY PHILBECKCo-Treasurer-$0--
DANIELLE CROWESecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$27,050$27,050$13,271$13,779
Book Fair$13,331$13,331$10,984$2,347
Total Events$70,117$70,117$36,921$33,196
Filing and Contact Details

Filer

Filer Name
Pta Sc Congress Oakland Elementary
EIN
56-2364817
Phone
8645789337
Address
151 MUD CREEK ROAD, INMAN, SC 29349

Signing Officer

Name
Kerry Philbeck
Title
Co-treasurer
Phone
8645999019
Signed
2017-10-30

Preparer

Firm
Norman Johnson & Co Pa
Address
191 N DANIEL MORGAN AVENUE, SPARTANBURG, SC 29306
Preparer
Gary J Johnson CPA
Phone
8645738623
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Oakland elementary school 151 mud creek road inman, sc 29349 6,776 0 0”

Form 990-ez, Part I, Line 16

“Expenses office 76 conferences/meetings 313 teacher/staff hospitality 3,078 field day 332 office equipment rental 711 membership costs 669 library 2,772 licenses 52 bank charges 101 back to school bash 1,150 non-investment depreciation 6,638 total 15,892”

Form 990-ez, Part II, Line 24

“Equipment/software 20,291 63,541 less accumulated depreciation 13,535 20,173 rounding -1 0 total 6,755 43,368”

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/USAddress/CityNm0INMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER BRUCE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TANNER HUMPHRIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KERRY PHILBECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANIELLE CROWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06755
IRS990EZ/OtherAssetsTotalDetail/EOYAmt043368
IRS990EZ/OtherExpensesTotalAmt015892
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT OAKLAND ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT THE TEACHERS AND STUDENTS OF OAKLAND ELEMENTARY SCHOOL AND PROMOTE COMMUNITY AWARENESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06976
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022427
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt043890
IRS990EZ/SpecialEventsNetIncomeLossAmt040968
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023364
IRS990EZ/TotalProgramServiceExpensesAmt022427
IRS990EZ/TotalRevenueAmt043614
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02759
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02684
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011675
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt024
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0120
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt084858
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt070982
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt080000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt063682
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt099782
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0399304
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt024
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0120
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0410979
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt087480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082759
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066366
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0101364
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0411099
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt036921
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013331
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt029736
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt029736
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012666
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt036921
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013271
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010984
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/LicensedStatesCd0SC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OAKLAND ELEMENTARY SCHOOL 151 MUD CREEK ROAD INMAN, SC 29349 6,776 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 76 CONFERENCES/MEETINGS 313 TEACHER/STAFF HOSPITALITY 3,078 FIELD DAY 332 OFFICE EQUIPMENT RENTAL 711 MEMBERSHIP COSTS 669 LIBRARY 2,772 LICENSES 52 BANK CHARGES 101 BACK TO SCHOOL BASH 1,150 NON-INVESTMENT DEPRECIATION 6,638 TOTAL 15,892
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT/SOFTWARE 20,291 63,541 LESS ACCUMULATED DEPRECIATION 13,535 20,173 ROUNDING -1 0 TOTAL 6,755 43,368
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRY PHILBECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08645999019
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA SC CONGRESS OAKLAND ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAS
ReturnHeader/Filer/EIN0562364817
ReturnHeader/Filer/PhoneNum08645789337
ReturnHeader/Filer/USAddress/AddressLine1Txt0151 MUD CREEK ROAD
ReturnHeader/Filer/USAddress/CityNm0INMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029349
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CBAE4F7F91812EDDE127A62756B92BCC0CCDE18E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07FB085052EA6F163A0104F2CC64A490003AE38D1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570969493
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORMAN JOHNSON & CO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0191 N DANIEL MORGAN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPARTANBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029306
ReturnHeader/PreparerPersonGrp/PhoneNum08645738623
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY J JOHNSON CPA
ReturnHeader/ReturnTs02017-10-31T13:20:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,019
Liabilities
-
Net assets
$83,019
Revenue
$43,614
Expenses
$23,364
Net income
$20,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$54.9$0.54$54.4$12.9$18.4$5.41
2024Detailed filing. Detailed filing data is available for this year.$59.8$59.8$36.8$61.3$24.5
2020Summary only. Only limited summary data is available for this year.$90.6$0.00$69.5$48.6$20.8
2019Detailed filing. Detailed filing data is available for this year.$69.8$69.8$39.9$47.4$7.47
2018Detailed filing. Detailed filing data is available for this year.$77.3$77.3$39.1$44.8$5.75
2017Detailed filing. Detailed filing data is available for this year.$83.0$83.0$43.6$23.4$20.3
2016Detailed filing. Detailed filing data is available for this year.$62.8$0.00$62.8$21.7$14.9$6.82
2015Summary only. Only limited summary data is available for this year.$56.0$0.00$31.7$16.9$14.8
2014Detailed filing. Detailed filing data is available for this year.$41.2$0.00$41.2$28.4$21.2$7.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.0$0.00$34.0$37.6$26.7$10.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$0.00$23.1$21.6$23.5$1.88
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.0$0.00$25.0$32.6$21.2$11.4