Civic Intelligence

Oakridge Elementary School PTO

990EZ • Fiscal year 2022 • EIN 81-2928865

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 21, 2022

5670 Oakridge RoadClover, SC 29710

(803) 631-8400

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

56th percentile

8.3%

Higher net margin than 56% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

69th percentile

39%

Faster revenue growth than 69% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$55,249

Up $5,179 (+10%) from 2021

Net Assets

$55,249

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$62,053

Up $17,402 (+39%) from 2021

Expenses

Up

$56,874

Up $24,290 (+75%) from 2021

Net Income

Down

$5,179

Down $6,888 (-57%) from 2021

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2017: $11,712Liabilities 2017: $02017Assets 2018: $13,334Liabilities 2018: $02018Assets 2019: $22,266Liabilities 2019: $02019Assets 2020: $38,003Liabilities 2020: $02020Assets 2021: $50,070Liabilities 2021: $02021Assets 2022: $55,249Liabilities 2022: $0Net Assets 2022: $55,2492022Assets 2023: $51,228Liabilities 2023: $0Net Assets 2023: $51,2282023Assets 2024: $31,619Liabilities 2024: $0Net Assets 2024: $31,6192024Assets 2025: $11,364Net Assets 2025: $11,3642025

Highlighted filing

2022

Assets$55,249
Liabilities$0
Net Assets$55,249

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2017: $30,307Expenses 2017: $33,700Net Income 2017: -$3,3932017Revenue 2018: $39,670Expenses 2018: $38,048Net Income 2018: $1,6222018Revenue 2019: $44,858Expenses 2019: $35,926Net Income 2019: $8,9322019Revenue 2020: $54,356Expenses 2020: $38,619Net Income 2020: $15,7372020Revenue 2021: $44,651Expenses 2021: $32,584Net Income 2021: $12,0672021Revenue 2022: $62,053Expenses 2022: $56,874Net Income 2022: $5,1792022Revenue 2023: $93,996Expenses 2023: $98,017Net Income 2023: -$4,0212023Revenue 2024: $120,382Expenses 2024: $134,299Net Income 2024: -$13,9172024Revenue 2025: $108,173Expenses 2025: $128,428Net Income 2025: -$20,2552025

Highlighted filing

2022

Revenue$62,053
Expenses$56,874
Net Income$5,179
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 21, 2022
Return Version
2021v4.2
Gross Receipts
$105,839
Mission and Program Overview

Mission

Parent Teacher Organization

Program Services

DescriptionGrantsExpenses
Parent Teacher Organization that supports the staff and students of Oakridge Elementary School.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle BoltPresidentPT$0--
Julie PiehlVice PresidentPT$0--
Miranda CuttsTreasurer-$0--
Kristen DineenSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run - Fall Fundraiser$77,013$77,013$34,108$42,905
Spring Event$9,461$9,461$172$9,289
Total Events$105,178$105,178$43,786$61,392
Filing and Contact Details

Filer

Filer Name
Oakridge Elementary School PTO
EIN
81-2928865
Phone
8036318400
Address
5670 Oakridge Road, Clover, SC 29710

Signing Officer

Name
Miranda Cutts
Title
Treasurer
Phone
8036318400
Signed
2022-10-21
Discuss with paid preparer
Yes

Preparer

Firm
BNA CPAs & Advisors
Address
596 Herrons Ferry Rd 5th Floor, Rock Hill, SC 29730
Preparer
Bernard N Ackerman CPA
Phone
8033668371
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Interest Income - Checking. Amount: 18. Description: Interest Income - Savings. Amount: 12. Total Included on Form 990-EZ, line 4: 30.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: . Grantee Name: Oakridge Elementary School. Grantee Address: 5670 Oakridge Road Clover, SC 29710. Date of Gift: 06/30/22. Amount Given: 5,793.

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

Description: 5th Grade Celebration. Amount: 2,182. Description: Accelerated Reader. Amount: 5,128. Description: Agendas. Amount: 2,057. Description: General PTO Supplies. Amount: 1,873. Description: Oakridge Elem (Playground Equipment, School Improvements, & School Supplies). Amount: 26,838. Description: Red Ribbon Week/Great Kindness. Amount: 531. Description: Staff Appreciation. Amount: 2,534. Description: Student Council. Amount: 97. Description: Field Trips. Amount: 4,060. Description: Field Trip Shirts. Amount: 5,781. Total to Form 990-EZ, line 16: 51,081.

Raw XML Appendix213 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TransactionWithControlEntInd00
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://oakridgepto.membershiptoolkit.com/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income - Checking. Amount: 18. Description: Interest Income - Savings. Amount: 12. Total Included on Form 990-EZ, line 4: 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: . Grantee Name: Oakridge Elementary School. Grantee Address: 5670 Oakridge Road Clover, SC 29710. Date of Gift: 06/30/22. Amount Given: 5,793.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: 5th Grade Celebration. Amount: 2,182. Description: Accelerated Reader. Amount: 5,128. Description: Agendas. Amount: 2,057. Description: General PTO Supplies. Amount: 1,873. Description: Oakridge Elem (Playground Equipment, School Improvements, & School Supplies). Amount: 26,838. Description: Red Ribbon Week/Great Kindness. Amount: 531. Description: Staff Appreciation. Amount: 2,534. Description: Student Council. Amount: 97. Description: Field Trips. Amount: 4,060. Description: Field Trip Shirts. Amount: 5,781. Total to Form 990-EZ, line 16: 51,081.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Miranda Cutts
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08036318400
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oakridge Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0OAKR
ReturnHeader/Filer/EIN0812928865
ReturnHeader/Filer/PhoneNum08036318400
ReturnHeader/Filer/USAddress/AddressLine1Txt05670 Oakridge Road
ReturnHeader/Filer/USAddress/CityNm0Clover
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029710
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570707119
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BNA CPAs & Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0596 Herrons Ferry Rd 5th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rock Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029730
ReturnHeader/PreparerPersonGrp/PhoneNum08033668371
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bernard N Ackerman CPA
ReturnHeader/ReturnTs02022-10-21T11:41:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Miranda
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cutts
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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