OAK POINTE ELEMENTARY SCHOOL PTO: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- OAK POINTE ELEMENTARY SCHOOL PTO (EIN 20-5306509)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-09-21
- IRS object ID
- 201712649349200606
- Schema version
- 2016v3.0
- 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 | 2017-09-21T08:39:38-07:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | KERI LYN LADD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8034764100 | PhoneNum |
| Signature | 2017-09-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD L ROBERTS | PreparerPersonNm |
| Phone | 8037763277 | PhoneNum |
| Preparation | 2017-09-21 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.46.227.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-21 | IPDt |
| IP Tm | 08:39:18 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 07A7FC276B1BF88BA7BC9F7D9697589316DB7190 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 07A7FC276B1BF88BA7BC9F7D9697589316DB7190 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $86,132 | 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 |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $78,306 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $36,043 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $42,263 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $7,826 | OtherRevenueTotalAmt |
| Total Revenue | $50,089 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $600 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $3 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $33,374 | OtherExpensesTotalAmt |
| Total Expenses | $33,977 | TotalExpensesAmt |
| Excess Or Deficit For Year | $16,112 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $19,899 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,011 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,899 | BOYAmt |
| EOY | $28,499 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,512 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,899 | BOYAmt |
| EOY | $36,011 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,899 | BOYAmt |
| EOY | $36,011 | 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 | Program 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 | $17,602 |
| 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. | $12,323 |
| 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 | $26,118 |
| 0 | $21,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $77,533 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DIANE STARNES | ||
| PRESIDENT | 30.00 | $0 |
| ASHLEY BUBAR | ||
| 1ST VICE-PRESIDENT | 18.00 | $0 |
| BRITTANY NEWELL | ||
| SECRETARY | 1.00 | $0 |
| KERI LYN LADD | ||
| TREASURER | 25.00 | $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 |
| 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 | KERI LYN LADD | 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 | 8033604372 | 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 |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,753 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,179 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,792 | CurrentTaxYearMinus1YearAmt |
| Total | $25,979 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,795 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,962 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,240 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,457 | CurrentTaxYearMinus1YearAmt |
| Total | $208,454 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,548 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,141 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,495 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,249 | CurrentTaxYearMinus1YearAmt |
| Total | $234,433 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $234,433 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,433 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PAL-A-THON | Event1Nm |
| Gross Receipts Event1 | $32,601 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $32,601 | GrossRevenueEvent1Amt |
| Event2 | SILENT AUCTION | Event2Nm |
| Gross Receipts Event2 | $12,793 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $12,793 | GrossRevenueEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $22,157 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $22,157 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $67,551 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $67,551 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $67,551 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (41 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 8 | BANK DIVIDENDS 24. |
| Form 990EZ, Part I, Line 8 | DONATIONS 6391. |
| Form 990EZ, Part I, Line 8 | N S F 5. |
| Form 990EZ, Part I, Line 8 | PETTY CASH 1342. |
| Form 990EZ, Part I, Line 8 | RECONCILIATION DIFFERENCE 64. |
| Form 990EZ, Part I, Line 16 | CUSTODIAL PAY 150. |
| Form 990EZ, Part I, Line 16 | LIABILITY INSURANCE 370. |
| Form 990EZ, Part I, Line 16 | N S F CHARGES 132. |
| Form 990EZ, Part I, Line 16 | OFFICE SUPPLIES 623. |
| Form 990EZ, Part I, Line 16 | P T O SOFTWARE 288. |
| Form 990EZ, Part I, Line 16 | 4TH GRADE FIELD TRIP 221. |
| Form 990EZ, Part I, Line 16 | FIFTH GRADE CONTRIBUTIONS 326. |
| Form 990EZ, Part I, Line 16 | HOSPITALITY EVENTS 2936. |
| Form 990EZ, Part I, Line 16 | ARTS DAY 3246. |
| Form 990EZ, Part I, Line 16 | ART DEPARTMENT 496. |
| Form 990EZ, Part I, Line 16 | ASSISTANT PRINCIPLE FUND 1168. |
| Form 990EZ, Part I, Line 16 | STUDENT GIFTS 1571. |
| Form 990EZ, Part I, Line 16 | BEAUTIFICATION / GROUNDS MAINTENANCE 181. |
| Form 990EZ, Part I, Line 16 | BEST MOM/DADS EVAH 1011. |
| Form 990EZ, Part I, Line 16 | COMPUTER LAB 482. |
| Form 990EZ, Part I, Line 16 | DAD'S BREAKFAST 273. |
| Form 990EZ, Part I, Line 16 | CHARITABLE DONATIONS 3904. |
| Form 990EZ, Part I, Line 16 | GUIDANCE 1000. |
| Form 990EZ, Part I, Line 16 | HEALTH ROOM 998. |
| Form 990EZ, Part I, Line 16 | MEDIA CENTER 749. |
| Form 990EZ, Part I, Line 16 | MUSIC DEPARTMENT 500. |
| Form 990EZ, Part I, Line 16 | PASS SNACKS 36. |
| Form 990EZ, Part I, Line 16 | P E 483. |
| Form 990EZ, Part I, Line 16 | PETTY CASH WITHDRAWALS 565. |
| Form 990EZ, Part I, Line 16 | PIONEER PREVIEW 162. |
| Form 990EZ, Part I, Line 16 | Depreciation 1252. |
| Form 990EZ, Part I, Line 16 | PRINCIPLE'S FUND 2169. |
| Form 990EZ, Part I, Line 16 | R T I (LITERACY PROGRAM) 435. |
| Form 990EZ, Part I, Line 16 | SCHOOL & CLASSROOM SUPPLY KITS 2428. |
| Form 990EZ, Part I, Line 16 | SCIENCE LAB 257. |
| Form 990EZ, Part I, Line 16 | S I C PARENT UNIVERSITY 1459. |
| Form 990EZ, Part I, Line 16 | SPANISH 231. |
| Form 990EZ, Part I, Line 16 | SPEECH DEPARTMENT 300. |
| Form 990EZ, Part I, Line 16 | STRINGS 145. |
| Form 990EZ, Part I, Line 16 | TEACHER GRANTS 2827. |
| Form 990EZ, Part II, Line 26 | TOTAL RETAINED EARNINGS |