OAK POINTE ELEMENTARY SCHOOL PTO: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OAK POINTE ELEMENTARY SCHOOL PTO (EIN 20-5306509)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-04-23
- IRS object ID
- 201401139349200855
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2014-04-23T15:04:11-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERTS TAX SERVICE | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 LEESBURG ROAD | AddressLine1 |
| City | COLUMBIA | City |
| State | SC | State |
| ZIP Code | 29209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205306509 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAK POINTE ELEMENTARY PTO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OAKP | NameControl |
| Phone | 8032408117 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 RIVER BOTTOM ROAD | AddressLine1 |
| City | IRMO | City |
| State | SC | State |
| ZIP Code | 29063 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHANIE FREEMAN | Name |
| Title | TREASURER | Title |
| Phone | 8032408117 | Phone |
| Date Signed | 2014-04-19 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD L ROBERTS | Name |
| Phone | 8037761858 | Phone |
| Date Prepared | 2014-04-23 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 36842 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 0 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 28795 | ProgramServiceRevenue |
| Membership Dues | 7753 | MembershipDues |
| Investment Income | 0 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | 0 | GainOrLossFromSaleOfAssets |
| Gaming Gross Income | 0 | GamingGrossIncome |
| Fundraising Gross Income | 0 | FundraisingGrossIncome |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 0 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | 0 | GroProfitLossSalesOfInventory |
| Other Revenue Total | 294 | OtherRevenueTotal |
| Total Revenue | 36842 | TotalRevenue |
| Other Expenses Total | 28714 | OtherExpensesTotal |
| Total Expenses | 28714 | TotalExpenses |
| Excess Or Deficit For Year | 8128 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 926 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9054 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2450 | BOY |
| EOY | 12950 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3777 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6227 | BOY |
| EOY | 12950 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5301 | BOY |
| EOY | 3896 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 926 | BOY |
| EOY | 9054 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO PROMOTE AND SUPPORT EDUCATIONAL PROGRAMS | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (4 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Program Service ExpensesProgramServiceExpenses |
|---|---|
| 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 | 16346 |
| 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. | 5841 |
| 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 | 6527 |
| 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 28714 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (5 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| MICHELLE BEATTY | ||
| PRESIDENT | 20.00 | 0 |
| REBECCA OSBORNE | ||
| 1ST VICE-PRESIDENT | 5.00 | 0 |
| KIM HUTCHERSON | ||
| 2ND VICE-PRESIDENT | 10.00 | 0 |
| JODIE MOORE | ||
| SECRETARY | 12.00 | 0 |
| STEPHANIE FREEMAN | ||
| TREASURER | 10.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEPHANIE FREEMAN | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 GALLATIN CIRCLE | AddressLine1 |
| City | IRMO | City |
| State | SC | State |
| ZIP Code | 29063 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8032408117 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Public Support Total170 | 0 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Pertcentage170 | 0 | PublicSupportPertcentage170 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50269 | CurrentTaxYearMinus4Years |
| Total | 50269 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11910 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 75674 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 87893 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 117240 | CurrentTaxYearMinus1Year |
| Total | 292717 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 62179 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 75674 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 87893 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 117240 | CurrentTaxYearMinus1Year |
| Total | 342986 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1350 | CurrentTaxYearMinus4Years |
| Total | 1350 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1350 | CurrentTaxYearMinus4Years |
| Total | 1350 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 341636 | PublicSupportTotal509 |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 342986 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99610 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99360 | PriorYearSupportPercentage |
| Investment Income Percentage | 0 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990EZ, Part I, Line 8 | UNRESTRICTED INCOME 114. SCRIP 180. |
| Form 990EZ, Part I, Line 16 | 5TH GRADE CELEBRATION 298. ASSISTANT PRINCIPAL FUND 918. HEALTH ROOM 742. CLASSROOM ALLOTMENT - GUIDANCE 450. L D DEPARTMENT 350. LITERACY PROGRAM 355. CUSTODIAL PAY 496. MUSIC/CHORAL PROGRAM 559. DIRECTORY 284. PI DAY 717. SCIENCE 137. STUDENT GIFT 2432. KINDERGARTEN PICNIC TABLES 214. CONCRETE BASKETBALL COURT AREA 1509. STAFF HOSPITALITY 4011. COMPUTER LAB 507. ART DEPARTMENT 278. ALL PRO DAD 1598. BEAUTIFICATION 907. P T O SOFTWARE 378. NSF CHECK 129. OFFICE EXPENSE 1138. PRINCIPALS FUND 229 |
| Form 990EZ, Part II, Line 26 | TOTAL RETAINED EARNINGS 5301. 3896. |