OAK POINTE ELEMENTARY SCHOOL PTO: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OAK POINTE ELEMENTARY SCHOOL PTO (EIN 20-5306509)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-08-24
- IRS object ID
- 201912369349200001
- Schema version
- 2018v3.1
- 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 | 2019-08-24T08:55:52-07:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2018-07-01 | 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 | 8034764100 | 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 | MELISSA SHELTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8034764100 | PhoneNum |
| Signature | 2019-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD L ROBERTS EA | PreparerPersonNm |
| PTIN | P00026991 | PTIN |
| Phone | 8037761858 | PhoneNum |
| Preparation | 2019-08-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.211.87.108 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-24 | IPDt |
| IP Tm | 08:55:48 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 06D34796B5A1AA0C0328C94BA9A45ED0C3AA2C71 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 06D34796B5A1AA0C0328C94BA9A45ED0C3AA2C71 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | $75,777 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $0 | 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 | $75,696 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $57,371 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $18,325 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $81 | OtherRevenueTotalAmt |
| Total Revenue | $18,406 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $50 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $650 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $1 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $3,888 | OtherExpensesTotalAmt |
| Total Expenses | $4,589 | TotalExpensesAmt |
| Excess Or Deficit For Year | $13,817 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $18,273 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,090 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,273 | BOYAmt |
| EOY | $32,090 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,273 | BOYAmt |
| EOY | $32,090 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,273 | BOYAmt |
| EOY | $32,090 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $11,399 |
| 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 | $11,793 |
| STUDENT SERVICES - THE PTO PURCHASES AND SELLS SMALL ITEMSSUCH AS SPIRIT WEAR, TO THE CHILDREN. | $0 | $29,339 |
| 0 | $0 | $9,429 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $61,960 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| ASHLEY BUBAR | ||||
| PRESIDENT | 30.00 | $0 | $0 | $0 |
| BRITTANY NEWELL | ||||
| 1st VICE PRESIDENT | 15.00 | $0 | $0 | $0 |
| ASHLEY WILLIAMS | ||||
| 2nd VICE PRESIDENT | 15.00 | $0 | $0 | $0 |
| YOLANDA ROSS | ||||
| SECRETARY | 10.00 | $0 | $0 | $0 |
| MELISSA SHELTON | ||||
| TREASURER | 20.00 | $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 | MELISSA SHELTON | 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 | 8436975281 | 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 | $8,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,792 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,726 | CurrentTaxYearAmt |
| Total | $24,071 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,457 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,041 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,971 | CurrentTaxYearAmt |
| Total | $397,507 | 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 | $91,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,249 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,144 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,697 | CurrentTaxYearAmt |
| Total | $421,578 | 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 | $421,578 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,578 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| 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 |
| Gross Receipts Event1 | $7,977 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $7,977 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Food And Beverage Event1 | $7,444 | FoodAndBeverageEvent1Amt |
| Event2 | PAL-A-THON | Event2Nm |
| Gross Receipts Event2 | $35,582 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $35,582 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $10,989 | FoodAndBeverageEvent2Amt |
| Other Events Total | 87 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $32,137 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $32,137 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $43,485 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $75,696 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $75,696 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $61,918 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $61,918 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $13,778 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 8 | 2017 OUTSTANDING CHECK 81. |
| Form 990EZ, Part I, Line 16 | COMMUNITY OUTREACH 30. |
| Form 990EZ, Part I, Line 16 | DONATIONS 685. |
| Form 990EZ, Part I, Line 16 | INSURANCE 464. |
| Form 990EZ, Part I, Line 16 | N S F CHECKS 56. |
| Form 990EZ, Part I, Line 16 | OFFICE & GENERAL EXPENSES 2479. |
| Form 990EZ, Part I, Line 16 | P T O TODAY MEMBERSHIP 109. |
| Form 990EZ, Part I, Line 16 | P T O WEBSITE & SOFTWARE 62. |
| Form 990EZ, Part I, Line 16 | ROUNDING 3. |