Civic Intelligence

Oakland Elementary PTO

EIN 84-4201532 • 501(c)3 • Charleston, SC

Pub. 78 Eligible990-N Coverage

Profile

To Support Oakland Elementary Functions

505A Arlington DriveCharleston, SC 29414

not applicable

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

13th percentile

-60%

Higher net margin than 13% 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

20th percentile

-47%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

20th percentile

-45%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$20,144

Down $18,160 (-47%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$20,144

Down $18,160 (-47%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin13th percentile

Revenue

Down

$30,372

Down $24,743 (-45%) from 2024

Expenses

Down

$48,532

Down $7,886 (-14%) from 2024

Net Income

Down

-$18,160

Down $16,857 (-1294%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$40K$30K$20K$10K$0Assets 2024: $38,304Liabilities 2024: $0Net Assets 2024: $38,3042024Assets 2025: $20,144Liabilities 2025: $0Net Assets 2025: $20,1442025

Highlighted filing

2025

Assets$20,144
Liabilities$0
Net Assets$20,144
Open 2025 Filing

Operations Trend

Revenue Growth20th percentile

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

$60K$40K$20K$0-$20KRevenue 2024: $55,115Expenses 2024: $56,418Net Income 2024: -$1,3032024Revenue 2025: $30,372Expenses 2025: $48,532Net Income 2025: -$18,1602025

Highlighted filing

2025

Revenue$30,372
Expenses$48,532
Net Income-$18,160
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$20,144
Liabilities
$0
Net assets
$20,144
Revenue
$30,372
Expenses
$48,532
Net income
-$18,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$30.4$48.5$18.2
2024Detailed filing. Detailed filing data is available for this year.$38.3$0.00$38.3$55.1$56.4$1.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$58,735
Mission and Program Overview

Mission

To Support Oakland Elementary Functions

Program Services

DescriptionGrantsExpenses
Installed a bike rack and enhancements to an outdoor gardening area.-$0
Paid for fifty percent of an electronic marguee sign.-$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathryn ReynoldsPresident-$0--
Anna HollowayVice President-$0--
Katlyn EldermanSecretary-$0--
Hannah DanielTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run-$-34,997-$-34,997
Total Events-$-34,997-$-34,997
Filing and Contact Details

Filer

Filer Name
Oakland Elementary PTO
EIN
84-4201532
In Care Of
% Hannah Daniel
Address
505A Arlington Drive, Charleston, SC 29414

Signing Officer

Name
Hannah Daniel
Title
Treasurer
Signed
2025-10-28
Discuss with paid preparer
No

Preparer

Firm
Wickstrom Tax and Bookkeeping Servi
Address
527 Beechcraft Street, Charleston, SC 29407
Preparer
Eric a Wickstrom
Phone
8432020263
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountMerchandise Sales 12,848Miscellaneous Income 572”

Description of other expenses Part I line 16

“Description AmountInsurance 844Software and Apps 206Office Supplies 3,675Staff and Student Apprec Events 11,071School Enhancements 16,931School Activities 15,805”

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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Kathryn Reynolds
IRS990EZ/BooksInCareOfDetail/PhoneNum08437631510
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0505A Arlington Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charleston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029414
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038304
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020144
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt019412
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18160
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038304
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020144
IRS990EZ/FundraisingGrossIncomeAmt043826
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-19412
IRS990EZ/GrossReceiptsAmt058735
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01489
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038304
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020144
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038304
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020144
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kathryn Reynolds
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Anna Holloway
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Katlyn Elderman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Hannah Daniel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt048532
IRS990EZ/OtherRevenueTotalAmt013420
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To Support Oakland Elementary Functions
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Installed a bike rack and enhancements to an outdoor gardening area.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Paid for fifty percent of an electronic marguee sign.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08951
IRS990EZ/SpecialEventsNetIncomeLossAmt034875
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048532
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt030372
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0501c
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0Not Applicable
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01489
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02239
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt043826
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt056482
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0100308
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0102547
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045315
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057232
IRS990ScheduleA/Total509Grp/TotalAmt0102547
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045315
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt057232
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0102547
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt034997
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt034997
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0-34997
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0-34997
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-34997
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMerchandise Sales 12,848Miscellaneous Income 572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountInsurance 844Software and Apps 206Office Supplies 3,675Staff and Student Apprec Events 11,071School Enhancements 16,931School Activities 15,805
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0HANNAH DANIEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oakland Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0OAKL
ReturnHeader/Filer/EIN0844201532
ReturnHeader/Filer/InCareOfNm0% Hannah Daniel
ReturnHeader/Filer/USAddress/AddressLine1Txt0505A Arlington Drive
ReturnHeader/Filer/USAddress/CityNm0Charleston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029414
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813905015
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wickstrom Tax and Bookkeeping Servi
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0527 Beechcraft Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charleston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029407
ReturnHeader/PreparerPersonGrp/PhoneNum08432020263
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC A WICKSTROM
ReturnHeader/ReturnTs02025-11-17T09:46:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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