Civic Intelligence

Laurel Oak Elementary PTO

EIN 45-5172955 • 501(c)3 • Naples, FL

Profile

To enhance the student experience

7800 Immokalee RdNaples, FL 34119

www.laureloakpto.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

12th percentile

-67%

Higher net margin than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

33rd percentile

-16%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

43rd percentile

-7.2%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Assets

Down

$66,348

Down $57,076 (-46%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$66,348

Down $57,076 (-46%) from 2024

Revenue

Down

$84,594

Down $32,054 (-27%) from 2024

Expenses

Down

$141,670

Down $5,216 (-3.6%) from 2024

Net Income

Down

-$57,076

Down $26,838 (-89%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0-$50KAssets 2013: $35,109Liabilities 2013: $02013Assets 2014: $16,225Liabilities 2014: $0Net Assets 2014: $16,2252014Assets 2015: $42,461Liabilities 2015: $02015Assets 2016: $61,329Liabilities 2016: $0Net Assets 2016: $61,3292016Assets 2018: $54,951Liabilities 2018: $0Net Assets 2018: $54,9512018Assets 2019: $1,340Liabilities 2019: $2,163Net Assets 2019: -$8232019Assets 2020: $48,224Liabilities 2020: $0Net Assets 2020: $48,2242020Assets 2021: $79,403Liabilities 2021: $0Net Assets 2021: $79,4032021Assets 2022: $111,179Liabilities 2022: $0Net Assets 2022: $111,1792022Assets 2023: $153,662Liabilities 2023: $0Net Assets 2023: $153,6622023Assets 2024: $123,424Liabilities 2024: $0Net Assets 2024: $123,4242024Assets 2025: $66,348Liabilities 2025: $0Net Assets 2025: $66,3482025

Highlighted filing

2025

Assets$66,348
Liabilities$0
Net Assets$66,348

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2013: $66,003Expenses 2013: $30,894Net Income 2013: $35,1092013Revenue 2014: $46,736Expenses 2014: $65,620Net Income 2014: -$18,8842014Revenue 2015: $55,458Expenses 2015: $29,222Net Income 2015: $26,2362015Revenue 2016: $59,800Expenses 2016: $40,932Net Income 2016: $18,8682016Revenue 2018: $62,460Expenses 2018: $55,594Net Income 2018: $6,8662018Revenue 2019: $68,090Expenses 2019: $123,864Net Income 2019: -$55,7742019Revenue 2020: $134,485Expenses 2020: $85,438Net Income 2020: $49,0472020Revenue 2021: $95,747Expenses 2021: $64,568Net Income 2021: $31,1792021Revenue 2022: $105,938Expenses 2022: $74,162Net Income 2022: $31,7762022Revenue 2023: $121,119Expenses 2023: $78,636Net Income 2023: $42,4832023Revenue 2024: $116,648Expenses 2024: $146,886Net Income 2024: -$30,2382024Revenue 2025: $84,594Expenses 2025: $141,670Net Income 2025: -$57,0762025

Highlighted filing

2025

Revenue$84,594
Expenses$141,670
Net Income-$57,076

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 7, 2026
Return Version
2024v5.2
Gross Receipts
$111,404
Mission and Program Overview

Mission

To Enhance the Student Experience

Program Services

DescriptionGrantsExpenses
Enrichment program for students and teachers-$168,480
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly SuttonPresidentPT$0--
Jasmine AldiSecretaryPT$0--
Jena ValeriotiTreasurerPT$0--
Kassondra CottrellVice PresidentPT$0--
Heather ShermanVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$62,215$62,215$6,253$55,962
Fall Fundrai$5,896$5,896$2,365$3,531
Total Events$99,577$99,577$26,810$72,767
Filing and Contact Details

Filer

Filer Name
Laurel Oak Elementary PTO
EIN
45-5172955
In Care Of
% Jena Valerioti
Phone
2393777400
Address
7800 Immokalee Rd, Naples, FL 34119

Signing Officer

Name
Jena Valerioti
Title
Treasurer
Phone
2393777400
Signed
2026-02-07
Discuss with paid preparer
No

Preparer

Firm
Team Holly CPA
Address
9100 Gratiot Road, Saginaw, MI 48609
Preparer
Susan Tithof
Phone
2392430713
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountBooks, Subscriptions, Reference 2,613Insurance 355Other 1,079Special Projects and Supplies 54,420Yearbook Expense 7,873LOE Student and Staff Support 75,330

Personal benefit contract statement Part V

The organization did not, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract. The organization, did not, during the year, pay any premiums, directly or indirectly, on a personal benefit contract.

Raw XML Appendix187 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum02393777400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07800 Immokalee Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Naples
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0123424
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066348
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01090
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-57076
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0123424
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IRS990EZ/FundraisingGrossIncomeAmt099577
IRS990EZ/GrossReceiptsAmt0111404
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0126
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0123424
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066348
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0123424
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066348
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kelly Sutton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jasmine Aldi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jena Valerioti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kassondra Cottrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Heather Sherman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0141670
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To enhance the student experience
IRS990EZ/ProgramServiceRevenueAmt010611
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Enrichment program for students and teachers
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0168480
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026810
IRS990EZ/SpecialEventsNetIncomeLossAmt072767
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0141670
IRS990EZ/TotalProgramServiceExpensesAmt0168480
IRS990EZ/TotalRevenueAmt084594
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.laureloakpto.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01749
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01897
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01826
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06562
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt020733
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013902
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt035969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt093496
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt099577
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0141032
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0135778
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0134615
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt067246
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0578248
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0678306
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0111278
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0150343
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0103215
IRS990ScheduleA/Total509Grp/TotalAmt0678306
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0111278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0155062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0158408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0150343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0103215
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0678306
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026810
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundrai
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt062215
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt031466
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt099577
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt062215
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt031466
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt099577
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt072767
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt018192
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02365
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06253
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBooks, Subscriptions, Reference 2,613Insurance 355Other 1,079Special Projects and Supplies 54,420Yearbook Expense 7,873LOE Student and Staff Support 75,330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization did not, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract. The organization, did not, during the year, pay any premiums, directly or indirectly, on a personal benefit contract.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Personal benefit contract statement Part V
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENA VALERIOTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02393777400
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Laurel Oak Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAUR
ReturnHeader/Filer/EIN0455172955
ReturnHeader/Filer/InCareOfNm0% Jena Valerioti
ReturnHeader/Filer/PhoneNum02393777400
ReturnHeader/Filer/USAddress/AddressLine1Txt07800 Immokalee Rd
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034119
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201780906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Team Holly CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09100 Gratiot Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saginaw
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048609
ReturnHeader/PreparerPersonGrp/PhoneNum02392430713
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN TITHOF
ReturnHeader/ReturnTs02026-02-07T11:13:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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