FURP.ORG / PUBLIC DATA EXPLORER

OAK POINTE ELEMENTARY SCHOOL PTO: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
OAK POINTE ELEMENTARY SCHOOL PTO (EIN 20-5306509)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-09-02
IRS object ID
202212459349200521
Schema version
2021v4.1
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

FieldValueIRS element (for citing)
Return2022-09-02T11:46:14-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263278706PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Roberts Tax ServiceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11200 Leesburg RoadAddressLine1Txt
CityColumbiaCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29209ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205306509EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OAK POINTE ELEMENTARY PTOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOAKPBusinessNameControlTxt
Phone8034764100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 RIVER BOTTOM ROADAddressLine1Txt
CityIRMOCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29063ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMONICA YOUNGPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8034764100PhoneNum
Signature2022-08-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMONICAPersonFirstNm
Person LastYOUNGPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD L ROBERTS EAPreparerPersonNm
PTINP00026991PTIN
Phone8037761858PhoneNum
Preparation2022-09-02PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$41,780GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$469ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$0InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$41,291FundraisingGrossIncomeAmt
Special Events Direct Expenses$36,555SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$4,736SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$20OtherRevenueTotalAmt
Total Revenue$5,225TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$600FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$7,464OtherExpensesTotalAmt
Total Expenses$8,064TotalExpensesAmt
Excess Or Deficit For Year-$2,839ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$43,115NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$40,276NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$43,115BOYAmt
EOY$40,276EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$43,115BOYAmt
EOY$40,276EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$43,115BOYAmt
EOY$40,276EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROMOTE AND SUPPORT EDUCATIONAL PROGRAMSPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
CURRICULUM - THE PTO FUNDS PROGRAMS AND PROJECTS THAT SUPPORT OR ENRICH SCHOOL CURRICULUM. ALL STUDENTS BENEFIT FROM THE PROGRAM$0$8,288
PRINCIPAL AND GUIDANCE FUNDS - THE PTO PROVIDES FUNDS TOTHE PRINCIPAL'S OFFICE AND GUIDANCE DEPTS FOR THE PURPOSEOF RECOGNIZING TEACHERS AND STUDENTS AND TO FUND PROGRAMS$0$8,683
STUDENT SERVICES - THE PTO PURCHASES AND SELLS SMALL ITEMSSUCH AS SPIRIT WEAR, TO THE CHILDREN.$0$19,583
AMAZON SMILE FOUNDATION - $48BUSINESS PARTNERS CONTRIBUTIONS - $385BANK DIVIDENDS - $21$0$8,043
FieldValueIRS element (for citing)
Total Program Service Expenses$44,597TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MELISSA SHELTON
PRESIDENT30.00$0$0$0
NICOLE REDDON
1ST VICE PRESIDENT15.00$0$0$0
TIFFANY GRIMES
2ND VICE PRESIDENT10.00$0$0$0
MONICA YOUNG
TREASURER20.00$0$0$0
AMANDA TILTON
SECRETARY10.00$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMONICA YOUNGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 RIVER BOTTOM ROADAddressLine1Txt
CityIRMOCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29063ZIPCd
FieldValueIRS element (for citing)
Phone7654123601PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Other Support Sum$0OtherSupportSumAmt
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,103CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,726CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$487CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$385CurrentTaxYearMinus1YearAmt
Current Tax Year$469CurrentTaxYearAmt
Total$5,170TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$77,041CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,971CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,927CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,144CurrentTaxYearMinus1YearAmt
Current Tax Year$41,291CurrentTaxYearAmt
Total$256,374TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$79,144CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$75,697CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,414CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,529CurrentTaxYearMinus1YearAmt
Current Tax Year$41,760CurrentTaxYearAmt
Total$261,544TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$261,544PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$21CurrentTaxYearMinus1YearAmt
Current Tax Year$20CurrentTaxYearAmt
Total$41TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$21CurrentTaxYearMinus1YearAmt
Current Tax Year$20CurrentTaxYearAmt
Total$41TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$261,585TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99980PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00020InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1HOLIDAY SHOPPEEvent1Nm
Event2PAL-A-THONEvent2Nm

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt III, Line 31AMAZON SMILE FOUNDATION - $48
Pt III, Line 31BUSINESS PARTNERS CONTRIBUTIONS - $385
Pt III, Line 31BANK DIVIDENDS - $21
Form 990EZ, Part I, Line 8DIVIDENDS RECEIVED 20.
Form 990EZ, Part I, Line 8ROUNDING
Form 990EZ, Part I, Line 16LIABILITY INSURANCE 499.
Form 990EZ, Part I, Line 16OFFICE & GENERAL EXPENSES 653.
Form 990EZ, Part I, Line 16P T O WEBSITE & SOFTWARE 215.
Form 990EZ, Part I, Line 16COMMUNITY SUPPORT 158.
Form 990EZ, Part I, Line 16ROUNDING 0.
Form 990EZ, Part I, Line 16DONATIONS 232.
Form 990EZ, Part I, Line 16PETTY CASH 200.
Form 990EZ, Part I, Line 16SCHOOL IMPROVEMENT 4609.
Form 990EZ, Part I, Line 16SECRETARY OF STATE REGISTRATION 52.
Form 990EZ, Part I, Line 16VOLUNTEER HOSPITALITY 825.
Form 990EZ, Part I, Line 162020 OUTSTANDING CHECK 21.