Civic Intelligence

Oakdale Elementary PTO

EIN 57-0961917 • 501(c)3 • Rock Hill, SC

Profile

To support teachers and students and make sure they have supplies for school and events

1129 Oakdale RdRock Hill, SC 29730

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

37th percentile

-4.0%

Higher net margin than 37% 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

93rd percentile

129%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

81st percentile

39%

Faster revenue growth than 81% of similar nonprofits.

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

Assets

$3,289

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$3,289

No earlier filing loaded for comparison.

Revenue

$13,412

No earlier filing loaded for comparison.

Expenses

$12,699

No earlier filing loaded for comparison.

Net Income

$713

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$4.0K$3.0K$2.0K$1.0K$0Assets 2024: $3,289Net Assets 2024: $3,2892024

Highlighted filing

2024

Assets$3,289
Liabilities-
Net Assets$3,289

Operations Trend

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

$15K$10K$5.0K$0Revenue 2024: $13,412Expenses 2024: $12,699Net Income 2024: $7132024

Highlighted filing

2024

Revenue$13,412
Expenses$12,699
Net Income$713

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.29$3.29$13.4$12.7$0.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$13,412
Mission and Program Overview

Mission

To support teachers and students and make sure they have supplies for school and events

Program Services

DescriptionGrantsExpenses
TO PROVIDE SUPPLIES, EQUIPMENT AND ACTIVITIES TO STUDENTS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY JOHNSONPresident-$0--
JENNIFER SIMMOMVice President-$0--
SAMANTHA AVERETTSecretary-$0--
TAMISHIA HARRISTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Oakdale Elementary Pto
EIN
57-0961917
Phone
7047183345
Address
1129 OAKDALE RD, ROCK HILL, SC 29730

Signing Officer

Name
Amy Uzzell
Title
Treasurer
Phone
7047183345
Signed
2025-10-28
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 101B, KANSAS CITY, MO 64105
Preparer
Candice Weekley
Phone
8004725625
Supplemental Narrative

Additional Explanations

1040 EZ Line 16

$9889 spent on supples and teacher realted requsts and events

1040 EZ Pg 2 Line 27 Column A

Net assests at beginign of year $2576 instead of $7264 that was on orginal return

1040 EZ Line 18

Excess or defecit is +$713 instead of -$713

1040 EZ Line 27 Column B

End of year inventory $3289 instead of $6551

1040 EZ Line 19

Net assests or fund balances at begining of the year $2576 instead of $7264

Raw XML Appendix111 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0OAKDALE ELEMENTARY PTO
IRS990EZ/BooksInCareOfDetail/PhoneNum07047183345
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01129 OAKDALE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rock Hill
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029730
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02576
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03289
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07278
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0713
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02576
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03289
IRS990EZ/FundraisingGrossIncomeAmt06134
IRS990EZ/GrossReceiptsAmt013412
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02576
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03289
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02576
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03289
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIMBERLY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER SIMMOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAMANTHA AVERETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TAMISHIA HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09889
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT TEACHERS AND STUDENTS AND MAKE SURE THEY HAVE SUPPLIES FOR SCHOOL AND EVENTS
IRS990EZ/PrintingPublicationsPostageAmt02810
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPLIES, EQUIPMENT AND ACTIVITIES TO STUDENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt06134
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012699
IRS990EZ/TotalRevenueAmt013412
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PROFESSIONAL PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$9889 SPENT ON SUPPLES AND TEACHER REALTED REQUSTS AND EVENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NET ASSESTS AT BEGINIGN OF YEAR $2576 INSTEAD OF $7264 THAT WAS ON ORGINAL RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXCESS OR DEFECIT IS +$713 INSTEAD OF -$713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3END OF YEAR INVENTORY $3289 INSTEAD OF $6551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NET ASSESTS OR FUND BALANCES AT BEGINING OF THE YEAR $2576 INSTEAD OF $7264
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc01040 EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11040 EZ PG 2 LINE 27 COLUMN A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21040 EZ LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31040 EZ LINE 27 COLUMN B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc41040 EZ LINE 19
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY UZZELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07047183345
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKDALE ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0ODEP
ReturnHeader/Filer/EIN0570961917
ReturnHeader/Filer/PhoneNum07047183345
ReturnHeader/Filer/USAddress/AddressLine1Txt01129 OAKDALE RD
ReturnHeader/Filer/USAddress/CityNm0ROCK HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029730
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Candice Weekley
ReturnHeader/ReturnTs02025-10-31T17:51:27Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.