FURP.ORG / PUBLIC DATA EXPLORER

OAK POINTE ELEMENTARY SCHOOL PTO: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
OAK POINTE ELEMENTARY SCHOOL PTO (EIN 20-5306509)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-09-05
IRS object ID
201832489349200853
Schema version
2017v2.2
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)
Return2018-09-05T16:23:44-07:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2017-07-01TaxPeriodBeginDt

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)
PersonKERI LYN LADDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8034764100PhoneNum
Signature2018-08-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD L ROBERTS EAPreparerPersonNm
PTINP00026991PTIN
Phone8037763277PhoneNum
Preparation2018-09-05PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
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$79,144GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$0ContributionsGiftsGrantsEtcAmt
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
Gaming Gross Income$0GamingGrossIncomeAmt
Fundraising Gross Income$75,298FundraisingGrossIncomeAmt
Special Events Direct Expenses$54,891SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$20,407SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$3,846OtherRevenueTotalAmt
Total Revenue$24,253TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$600FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$15PrintingPublicationsPostageAmt
Other Expenses Total$36,281OtherExpensesTotalAmt
Total Expenses$36,896TotalExpensesAmt
Excess Or Deficit For Year-$12,643ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$36,011NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$23,368NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$28,499BOYAmt
EOY$18,258EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$7,512BOYAmt
EOY$5,110EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$36,011BOYAmt
EOY$23,368EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$36,011BOYAmt
EOY$23,368EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTO PROMOTE AND SUPPORT EDUCATIONAL PROGRAMSPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
Curriculum - The PTO funds programs and projects that support or enrich school curriculum, such as the purchase of library books, music, and sports equipment, art and instructional supplies. All students benefit from this purpose$20,144
PRINCIPAL AND GUIDANCE FUNDS - THE PTO PROVIDES FUNDS TO THE PRINCIPAL AND GUIDANCE COUNSELOR FOR THE PURPOSE OF RECOGNIZING TEACHERS AND STUDENTS AND TO FUND PROGRAMS.$10,543
Student Services - The PTO and purchases and sells small items, such as Spirit Wear, to the children for Christmas gifts (Holiday Store) and held a Santa Breakfast for the convenience of the parents$51,364
0$7,590
FieldValueIRS element (for citing)
Total Program Service Expenses$89,641TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DIANE STARNES
PRESIDENT23.00$0
ASHLEY BUBAR
1ST VICE-PRESIDENT4.00$0
CATHERINE SOUTHERN
SECRETARY4.00$0
KERI LYN LADD
TREASURER20.00$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
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKERI LYN LADDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 RIVER BOTTOM ROADAddressLine1Txt
CityIRMOCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29063ZIPCd
FieldValueIRS element (for citing)
Phone8033604372PhoneNum
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
Public Support Total170$0PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,179CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,255CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,792CurrentTaxYearMinus2YearsAmt
Total$18,226TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,962CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$83,240CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,457CurrentTaxYearMinus2YearsAmt
Total$179,659TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37,141CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$91,495CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$69,249CurrentTaxYearMinus2YearsAmt
Total$197,885TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$197,885PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$197,885TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1PAL-A-THONEvent1Nm
Gross Receipts Event1$33,527GrossReceiptsEvent1Amt
Charitable Contri Event1$26,619CharitableContriEvent1Amt
Gross Revenue Event1$6,908GrossRevenueEvent1Amt
Event2SILENT AUCTIONEvent2Nm
Gross Receipts Event2$13,042GrossReceiptsEvent2Amt
Charitable Contri Event2$8,133CharitableContriEvent2Amt
Gross Revenue Event2$4,909GrossRevenueEvent2Amt
Other Events Total6OtherEventsTotalCnt
Gross Receipts Other Events$28,443GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$20,139CharitableContriOtherEventsAmt
Gross Revenue Other Events$8,304GrossRevenueOtherEventsAmt
Gross Receipts Total$75,012GrossReceiptsTotalAmt
Charitable Contributions Tot$54,891CharitableContributionsTotAmt
Gross Revenue Total Events$20,121GrossRevenueTotalEventsAmt
Net Income Summary$20,121NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (44 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990EZ, Part I, Line 8BANK DIVIDENDS 31.
Form 990EZ, Part I, Line 8DONATIONS 249.
Form 990EZ, Part I, Line 8N S F 47.
Form 990EZ, Part I, Line 8PETTY CASH 1665.
Form 990EZ, Part I, Line 8BUSINESS PARTNERS 1854.
Form 990EZ, Part I, Line 16CUSTODIAL PAY 100.
Form 990EZ, Part I, Line 16BUSINESS PARTNERS 380.
Form 990EZ, Part I, Line 16N S F CHARGES 62.
Form 990EZ, Part I, Line 16OFFICE SUPPLIES 1401.
Form 990EZ, Part I, Line 16P T O SOFTWARE 121.
Form 990EZ, Part I, Line 16FATHER / DAUGHTER DANCE 44.
Form 990EZ, Part I, Line 16FIFTH GRADE CELEBRATIONS 500.
Form 990EZ, Part I, Line 16HOSPITALITY EVENTS 2401.
Form 990EZ, Part I, Line 16ARTS DAY 3222.
Form 990EZ, Part I, Line 16ART DEPARTMENT 680.
Form 990EZ, Part I, Line 16ASSISTANT PRINCIPLE FUND 1374.
Form 990EZ, Part I, Line 16STUDENT GIFTS 1914.
Form 990EZ, Part I, Line 16BEAUTIFICATION / GROUNDS MAINTENANCE 118.
Form 990EZ, Part I, Line 16BEST MOM/DADS EVAH 1029.
Form 990EZ, Part I, Line 16COMPUTER LAB 488.
Form 990EZ, Part I, Line 16DAD & MOM'S BREAKFAST 184.
Form 990EZ, Part I, Line 16CHARITABLE DONATIONS 49.
Form 990EZ, Part I, Line 16GUIDANCE 819.
Form 990EZ, Part I, Line 16HEALTH ROOM 999.
Form 990EZ, Part I, Line 16MEDIA CENTER 752.
Form 990EZ, Part I, Line 16MUSIC DEPARTMENT 510.
Form 990EZ, Part I, Line 16FIELD DAY / TRIP 2026.
Form 990EZ, Part I, Line 16P E 512.
Form 990EZ, Part I, Line 16PETTY CASH WITHDRAWALS 1400.
Form 990EZ, Part I, Line 16P T O TODAY MEMBERSHIPS 573.
Form 990EZ, Part I, Line 16PRINCIPLE'S FUND 1047.
Form 990EZ, Part I, Line 16R T I (LITERACY PROGRAM) 448.
Form 990EZ, Part I, Line 16SCHOOL & CLASSROOM SUPPLY KITS 1836.
Form 990EZ, Part I, Line 16SCIENCE LAB 176.
Form 990EZ, Part I, Line 16S I C PARENT UNIVERSITY 1065.
Form 990EZ, Part I, Line 16SPANISH 454.
Form 990EZ, Part I, Line 16SPEECH DEPARTMENT 300.
Form 990EZ, Part I, Line 16TEACHER/STAFF APPRECIATION 1941.
Form 990EZ, Part I, Line 16TEACHER GRANTS 2743.
Form 990EZ, Part I, Line 16Depreciation 2146.
Form 990EZ, Part I, Line 16RED FOLDERS 1789.
Form 990EZ, Part I, Line 16P I DAY 677.
Form 990EZ, Part I, Line 16ROUNDING 1.
Form 990EZ, Part II, Line 26TOTAL RETAINED EARNINGS