Civic Intelligence

Laurel Oak Elementary PTO

990EZ • Fiscal year 2023 • EIN 45-5172955

Jul 01, 2022 to Jun 30, 2023 • Filed on May 13, 2024

Organization Profilewww.laureloakpto.com
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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

38%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

60th percentile

14%

Faster revenue growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$153,662

Up $42,483 (+38%) from 2022

Net Assets

Up

$153,662

Up $42,483 (+38%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin84th percentile

Revenue

Up

$121,119

Up $15,181 (+14%) from 2022

Expenses

Up

$78,636

Up $4,474 (+6.0%) from 2022

Net Income

Up

$42,483

Up $10,707 (+34%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

2023

Assets$153,662
Liabilities$0
Net Assets$153,662
Open 2023 Filing

Operations Trend

Revenue Growth60th percentile

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

2023

Revenue$121,119
Expenses$78,636
Net Income$42,483
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 13, 2024
Return Version
2022v5.0
Gross Receipts
$158,506
Mission and Program Overview

Mission

To enhance the student experience

Program Services

DescriptionGrantsExpenses
Enrichment program for students and teachers-$116,022
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sara BorgattiPresidentPT$0--
Kelly ErdmanSecretaryPT$0--
Cara ParkerTreasurerPT$0--
Malissa TestaVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$87,836$87,836$9,501$78,335
Fall Fundrai$7,934$7,934$4,534$3,400
Total Events$135,778$135,778$37,387$98,391
Filing and Contact Details

Filer

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

Signing Officer

Name
Cara Parker
Title
Treasurer
Phone
2393777400
Signed
2024-05-13
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 2,161Insuance 445Other 662Bank Charges 260Special Projects and Supplies 11,980Yearbook Expense 305LOE Student and Staff Support 62,823”

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 Appendix176 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/PersonNm0Cara Parker
IRS990EZ/BooksInCareOfDetail/PhoneNum02393777400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07800 Immokalee Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Naples
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0111179
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0153662
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01897
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt042483
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0111179
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IRS990EZ/FundraisingGrossIncomeAmt0135778
IRS990EZ/GrossReceiptsAmt0158506
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt097
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0111179
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0153662
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0111179
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0153662
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sara Borgatti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kelly Erdman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cara Parker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Malissa Testa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt078636
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To enhance the student experience
IRS990EZ/ProgramServiceRevenueAmt020734
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Enrichment program for students and teachers
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0116022
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt037387
IRS990EZ/SpecialEventsNetIncomeLossAmt098391
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078636
IRS990EZ/TotalProgramServiceExpensesAmt0116022
IRS990EZ/TotalRevenueAmt0121119
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.laureloakpto.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01897
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01826
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020104
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06441
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030268
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020733
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013902
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt035969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt058666
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0129270
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0135778
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0134615
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt067246
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt025211
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0362850
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0522388
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0158408
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0150343
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0103215
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020104
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt090318
IRS990ScheduleA/Total509Grp/TotalAmt0522388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0158408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0150343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0103215
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt090318
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0522388
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037387
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundrai
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt087836
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt040008
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0135778
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt087836
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt040008
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0135778
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt098391
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt023352
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037387
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04534
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09501
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBooks, Subscriptions, Reference 2,161Insuance 445Other 662Bank Charges 260Special Projects and Supplies 11,980Yearbook Expense 305LOE Student and Staff Support 62,823
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Cara Parker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02393777400
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Laurel Oak Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAUR
ReturnHeader/Filer/EIN0455172955
ReturnHeader/Filer/USAddress/AddressLine1Txt07800 Immokalee Rd
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034119
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/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan Tithof
ReturnHeader/ReturnTs02024-05-14T12:18:00-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Cara
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Parker
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$153,662
Liabilities
$0
Net assets
$153,662
Revenue
$121,119
Expenses
$78,636
Net income
$42,483
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