Civic Intelligence

Oakland Elementary PTO

990EZ • Fiscal year 2024 • EIN 84-4201532

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 12, 2024

Organization ProfileNot Applicable
505A Arlington DriveCharleston, SC 29414

(843) 763-1510

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

37th percentile

-2.4%

Higher net margin than 37% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

$38,304

No earlier filing loaded for comparison.

Net Assets

$38,304

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin37th percentile

Revenue

$55,115

No earlier filing loaded for comparison.

Expenses

$56,418

No earlier filing loaded for comparison.

Net Income

-$1,303

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2024

Assets$38,304
Liabilities$0
Net Assets$38,304
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$55,115
Expenses$56,418
Net Income-$1,303
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 12, 2024
Return Version
2023v5.1
Gross Receipts
$71,453
Mission and Program Overview

Mission

To Support Oakland Elementary Functions

Program Services

DescriptionGrantsExpenses
Procured a large wall mural in the school and a small wall mural under the stage in the auditorium.--
Paid for fifty percent of an electronic marguee sign.--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathryn ReynoldsPresident-$0--
Jen FeauveVice President-$0--
Heidi StevensSecretary-$0--
Anna HollowayTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Valentine Gr-$-11,147-$-11,147
Fun Run-$-37,451-$-37,451
Total Events-$-48,598-$-48,598
Filing and Contact Details

Filer

Filer Name
Oakland Elementary PTO
EIN
84-4201532
Address
505A Arlington Drive, Charleston, SC 29414

Signing Officer

Name
Kathryn Reynolds
Title
President
Signed
2024-09-12
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 11,803Miscellaneous Income 2,418”

Description of other expenses Part I line 16

“Description AmountInsurance 689Software and Apps 2,114Office Supplies 3,946Incentives 7,555Staff and Student Apprec Events 8,622School Enhancements 18,394School Activities 10,442Miscellaneous School Requests 4,656”

Raw XML Appendix150 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/BOYAmt039607
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038304
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt016338
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1303
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039607
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038304
IRS990EZ/FundraisingGrossIncomeAmt056482
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-16338
IRS990EZ/GrossReceiptsAmt071453
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0750
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039607
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038304
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039607
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038304
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/PersonNm1Jen Feauve
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Heidi Stevens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Anna Holloway
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/OtherExpensesTotalAmt056418
IRS990EZ/OtherRevenueTotalAmt014221
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To Support Oakland Elementary Functions
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Procured a large wall mural in the school and a small wall mural under the stage in the auditorium.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Paid for fifty percent of an electronic marguee sign.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt056482
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056418
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt055115
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0501c
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0Not Applicable
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0750
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt056482
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt056482
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt057232
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057232
IRS990ScheduleA/Total509Grp/TotalAmt057232
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057232
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt057232
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt048598
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt037451
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt011147
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Valentine Gr
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0-37451
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0-11147
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0-48598
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-48598
IRS990ScheduleG/LicensedStatesCd0SC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMerchandise Sales 11,803Miscellaneous Income 2,418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountInsurance 689Software and Apps 2,114Office Supplies 3,946Incentives 7,555Staff and Student Apprec Events 8,622School Enhancements 18,394School Activities 10,442Miscellaneous School Requests 4,656
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathryn Reynolds
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oakland Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0OAKL
ReturnHeader/Filer/EIN0844201532
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/PreparationDt02024-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric A Wickstrom
ReturnHeader/ReturnTs02024-11-01T11:00:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,304
Liabilities
$0
Net assets
$38,304
Revenue
$55,115
Expenses
$56,418
Net income
-$1,303
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