Civic Intelligence

Laurel Oak Elementary PTO

990EZ • Fiscal year 2016 • EIN 45-5172955

Jul 01, 2015 to Jun 30, 2016 • Filed on May 04, 2017

Organization ProfileN/A
7800 Immokalee RdNaples, FL 34119-9717

(239) 377-7400

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$61,329

Up $18,868 (+44%) from 2015

Net Assets

$61,329

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses

Revenue

Up

$59,800

Up $4,342 (+7.8%) from 2015

Expenses

Up

$40,932

Up $11,710 (+40%) from 2015

Net Income

Down

$18,868

Down $7,368 (-28%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$61,329
Liabilities$0
Net Assets$61,329
Open 2016 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$59,800
Expenses$40,932
Net Income$18,868
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 4, 2017
Return Version
2015v3.0
Gross Receipts
$90,828
Mission and Program Overview

Mission

To Enhance the Student Experience

Program Services

DescriptionGrantsExpenses
ENRICHMENT PROGRAM FOR STUDENTS AND TEACHERS$0$14,234
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARIN HERRMANNPresidentPT$0--
MONIQUE OWENSTreasurerPT$0--
MELISSA MANCINISecretaryPT$0--
DEBBIE CLEVELANDVice PresidentPT$0--
JACI CAHOONVice PresidentPT$0--
JENNIFER MITCHELLVP CommunicationsPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$32,340$32,340$17,739$14,601
Walkathon$28,270$28,270$13,289$14,981
Total Events$60,610$60,610$31,028$29,582
Filing and Contact Details

Filer

Filer Name
Laurel Oak Elementary Pto
EIN
45-5172955
Phone
2393777400
Address
7800 IMMOKALEE RD, NAPLES, FL 34119-9717

Signing Officer

Name
Karin Herrmann
Title
President
Phone
2393777400
Signed
2017-05-04

Preparer

Firm
Hill Barth & King LLC
Address
3838 TAMIAMI TRAIL NORTH, NAPLES, FL 34103
Preparer
Gerd O Franke
Phone
2392632111
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 137.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: student and staff support. Amount: 29,590. Description: insurance. Amount: 394. Description: supplies. Amount: 606. Description: yearbook. Amount: 7,428. Description: hospitality. Amount: 568. Description: bank charges. Amount: 106. Description: t-shirts. Amount: 1,771. Total to form 990-ez, line 16: 40,463.”

Raw XML Appendix181 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MONIQUE OWENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA MANCINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBBIE CLEVELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACI CAHOON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP COMMUNICATIONS
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt040463
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE THE STUDENT EXPERIENCE
IRS990EZ/ProgramServiceRevenueAmt027466
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALKATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt032340
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 137.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: STUDENT AND STAFF SUPPORT. AMOUNT: 29,590. DESCRIPTION: INSURANCE. AMOUNT: 394. DESCRIPTION: SUPPLIES. AMOUNT: 606. DESCRIPTION: YEARBOOK. AMOUNT: 7,428. DESCRIPTION: HOSPITALITY. AMOUNT: 568. DESCRIPTION: BANK CHARGES. AMOUNT: 106. DESCRIPTION: T-SHIRTS. AMOUNT: 1,771. TOTAL TO FORM 990-EZ, LINE 16: 40,463.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KARIN HERRMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02393777400
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAUREL OAK ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAUR
ReturnHeader/Filer/EIN0455172955
ReturnHeader/Filer/PhoneNum02393777400
ReturnHeader/Filer/USAddress/AddressLine1Txt07800 IMMOKALEE RD
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0341199717
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341897225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HILL BARTH & KING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03838 TAMIAMI TRAIL NORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034103
ReturnHeader/PreparerPersonGrp/PhoneNum02392632111
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERD O FRANKE
ReturnHeader/ReturnTs02017-05-05T09:20:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,329
Liabilities
$0
Net assets
$61,329
Revenue
$59,800
Expenses
$40,932
Net income
$18,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.85$1.42$0.57
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$1.17$1.47$0.30
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$1.21$0.79$0.42
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$1.06$0.74$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.96$0.65$0.31
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.34$0.85$0.49
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.02$0.01$0.68$1.24$0.56
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.62$0.56$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.60$0.41$0.19
2015Summary only. Only limited summary data is available for this year.$0.42$0.00$0.55$0.29$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.47$0.66$0.19
2013Summary only. Only limited summary data is available for this year.$0.35$0.00$0.66$0.31$0.35