Civic Intelligence

Laurel Oak Elementary PTO

990EZ • Fiscal year 2019 • EIN 45-5172955

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 15, 2020

7800 Immokalee RdNaples, FL 34119

(239) 377-7400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

96th percentile

1.61x

Higher debt load relative to assets than 96% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

74th percentile

0.03x

Higher debt load relative to revenue than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

6th percentile

-82%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

2nd percentile

-98%

Faster asset growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

61st percentile

9.0%

Faster revenue growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,340

Down $53,611 (-98%) from 2018

Net Assets

Down

-$823

Down $55,774 (-101%) from 2018

Liabilities

Up

$2,163

Up $2,163 from 2018

Revenue

Up

$68,090

Up $5,630 (+9.0%) from 2018

Expenses

Up

$123,864

Up $68,270 (+123%) from 2018

Net Income

Down

-$55,774

Down $62,640 (-912%) from 2018

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

2019

Assets$1,340
Liabilities$2,163
Net Assets-$823

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

2019

Revenue$68,090
Expenses$123,864
Net Income-$55,774
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 15, 2020
Return Version
2018v3.2
Gross Receipts
$90,448
Mission and Program Overview

Mission

To enhance the student experience

Program Services

DescriptionGrantsExpenses
Enrichment Program for Students and Teachers$0$98,529
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle MullmanPresidentPT$0--
Collette Brus1st Vice PresidentPT$0--
Suzanne Hart2nd Vice PresidentPT$0--
Karin Herrmann3rd Vice PresidentPT$0--
Leslie PersichSecretaryPT$0--
Monique OwensTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$45,035$45,035$18,762$26,273
Fall Furndraiser$13,631$13,631$3,597$10,034
Total Events$58,666$58,666$22,359$36,307
Filing and Contact Details

Filer

Filer Name
Laurel Oak Elementary PTO
EIN
45-5172955
Phone
2393777400
Address
7800 Immokalee Rd, Naples, FL 34119

Signing Officer

Name
Stephanie Feldman
Title
Treasurer
Phone
2393777400
Signed
2020-07-15
Supplemental Narrative

Additional Explanations

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

Description: Interest. Amount: 130.

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

Description: Bank Charges. Amount: 332. Description: Licenses & Annual Reports. Amount: 243. Description: Holiday House. Amount: 14,161. Description: Special Projects & Supplies. Amount: 2,291. Description: Yearbook Expense. Amount: 6,647. Description: LOE Student & Staff Support. Amount: 98,529. Description: Hospitality. Amount: 911. Total to Form 990-EZ, line 16: 123,114.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Accounts Payable. Beg. of Year Amount: 0. End of Year Amount: 2,163.

Raw XML Appendix190 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Naples
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michelle Mullman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Collette Brus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Suzanne Hart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Karin Herrmann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Leslie Persich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Monique Owens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33rd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt0123114
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To enhance the student experience
IRS990EZ/ProgramServiceRevenueAmt025211
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Enrichment Program for Students and Teachers
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt098529
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt022358
IRS990EZ/SpecialEventsNetIncomeLossAmt036308
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02163
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0123864
IRS990EZ/TotalProgramServiceExpensesAmt098529
IRS990EZ/TotalRevenueAmt068090
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.laureloakpto.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06441
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02615
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029076
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt058666
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0169353
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt025211
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt039741
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt060610
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt056587
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0222372
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0420801
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt084718
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0420801
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022359
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Furndraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt045035
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt045035
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036307
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022359
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03597
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt018762
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest. Amount: 130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Bank Charges. Amount: 332. Description: Licenses & Annual Reports. Amount: 243. Description: Holiday House. Amount: 14,161. Description: Special Projects & Supplies. Amount: 2,291. Description: Yearbook Expense. Amount: 6,647. Description: LOE Student & Staff Support. Amount: 98,529. Description: Hospitality. Amount: 911. Total to Form 990-EZ, line 16: 123,114.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Accounts Payable. Beg. of Year Amount: 0. End of Year Amount: 2,163.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26 - Other Liabilities
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephanie Feldman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02393777400
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
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/ZIPCd034119
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0409BACF626D04369099D036C373115C9EECF6C99
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F93D648545CE43A6056C56B938BC5AC4B1D2701E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.118.234.193
ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:16:56
ReturnHeader/ReturnTs02020-07-15T16:17:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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