OAK POINTE ELEMENTARY SCHOOL PTO: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OAK POINTE ELEMENTARY SCHOOL PTO (EIN 20-5306509)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-07-12
- IRS object ID
- 202441949349201129
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-12T12:39:14-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263278706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roberts Tax Service | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Leesburg Road | AddressLine1Txt |
| City | Columbia | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205306509 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAK POINTE ELEMENTARY PTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKP | BusinessNameControlTxt |
| Phone | 7654123601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 RIVER BOTTOM ROAD | AddressLine1Txt |
| City | IRMO | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MONICA YOUNG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7654123601 | PhoneNum |
| Signature | 2024-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MONICA | PersonFirstNm |
| Person Last | YOUNG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD L ROBERTS EA | PreparerPersonNm |
| PTIN | P00026991 | PTIN |
| Phone | 8037761858 | PhoneNum |
| Preparation | 2024-07-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $58,046 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $231 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $0 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $56,640 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $53,051 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $3,589 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $1,175 | OtherRevenueTotalAmt |
| Total Revenue | $4,995 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $600 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $122 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $7 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $6,639 | OtherExpensesTotalAmt |
| Total Expenses | $7,368 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$2,373 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $14,053 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,680 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,053 | BOYAmt |
| EOY | $11,680 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,053 | BOYAmt |
| EOY | $11,680 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,053 | BOYAmt |
| EOY | $11,680 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROMOTE AND SUPPORT EDUCATIONAL PROGRAMS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| CURRICULUM - THE PTO FUNDS PROGRAMS AND PROJECTS THAT SUPPORT OR ENRICH SCHOOL CURRICULUM. ALL STUDENTS BENEFIT FROM THE PROGRAM | $0 | $2,263 |
| PRINCIPAL AND GUIDANCE FUNDS - THE PTO PROVIDES FUNDS TOTHE PRINCIPALS OFFICE AND GUIDANCE DEPTS FOR THE PURPOSEOF RECOGNIZING TEACHERS AND STUDENTS AND TO FUND PROGRAMS | $0 | $10,455 |
| STUDENT SERVICES - THE PTO PURCHASES AND SELLS SMALL ITEMSSUCH AS SPIRIT WEAR, TO THE CHILDREN. | $0 | $40,333 |
| AMAZON SMILE FOUNDATION - $48BUSINESS PARTNERS CONTRIBUTIONS - $385BANK DIVIDENDS - $21 | $0 | $7,534 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $60,585 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| MONICA YOUNG | ||||
| PRESIDENT | 15.00 | $0 | $0 | $0 |
| JESSA STEWART | ||||
| 1ST VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| AMANDA TILTON | ||||
| 2ND VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| LAKIN HILLER | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| TIFFANY GRIMES | ||||
| TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MONICA YOUNG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 RIVER BOTTOM ROAD | AddressLine1Txt |
| City | IRMO | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7654123601 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $487 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $385 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $469 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $231 | CurrentTaxYearAmt |
| Total | $2,218 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,927 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,291 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,462 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,639 | CurrentTaxYearAmt |
| Total | $213,463 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,870 | CurrentTaxYearAmt |
| Total | $215,681 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $215,681 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $21 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29 | CurrentTaxYearAmt |
| Total | $102 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $21 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29 | CurrentTaxYearAmt |
| Total | $102 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,783 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99950 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99980 | PublicSupportPY509Pct |
| Investment Income CY | 0.00050 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HOLIDAY SHOPPE | Event1Nm |
| Event2 | PAL-A-THON | Event2Nm |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt III, Line 31 | AMAZON SMILE FOUNDATION - $48 |
| Pt III, Line 31 | BUSINESS PARTNERS CONTRIBUTIONS - $385 |
| Pt III, Line 31 | BANK DIVIDENDS - $21 |
| Form 990EZ, Part I, Line 8 | DIVIDENDS RECEIVED 29. |
| Form 990EZ, Part I, Line 8 | N S F 0. |
| Form 990EZ, Part I, Line 8 | PETTY CASH 280. |
| Form 990EZ, Part I, Line 8 | NO DEPOSIT NOTICES 866. |
| Form 990EZ, Part I, Line 8 | ROUNDING 0. |
| Form 990EZ, Part I, Line 16 | LIABILITY INSURANCE 664. |
| Form 990EZ, Part I, Line 16 | OFFICE & GENERAL EXPENSES 304. |
| Form 990EZ, Part I, Line 16 | P T O WEBSITE & SOFTWARE 98. |
| Form 990EZ, Part I, Line 16 | BUSINESS PARTNERS 26. |
| Form 990EZ, Part I, Line 16 | COMMUNITY SUPPORT 120. |
| Form 990EZ, Part I, Line 16 | SCHOOL IMPROVEMENT 5000. |
| Form 990EZ, Part I, Line 16 | SECRETARY OF STATE REGISTRATION FEES 52. |
| Form 990EZ, Part I, Line 16 | CUSTODIAL PAY 175. |
| Form 990EZ, Part I, Line 16 | PETTY CASH 200. |