Civic Intelligence

Oakridge Middle School PTO

EIN 46-1031644 • 501(c)3 • Naples, FL

Pub. 78 Eligible990-N CoverageNTEE B11

Profile

To enhance the student middle school experience.

14975 Collier BoulevardNaples, FL 34119

www.oakridgemiddlepto.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

96th percentile

95%

Higher net margin than 96% of similar nonprofits.

NTEE B11 • <$500k nonprofits • Source year 2024

Top Officer Pay

97th percentile

$0

Higher top officer pay than 97% of similar nonprofits.

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

NTEE B11 • <$500k nonprofits • Source year 2024

Asset Growth

59th percentile

12%

Faster asset growth than 59% of similar nonprofits.

NTEE B11 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

50%

Faster revenue growth than 84% of similar nonprofits.

NTEE B11 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$62,680

Up $6,651 (+12%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$62,680

Up $6,651 (+12%) from 2023

Revenue

Up

$79,857

Up $26,464 (+50%) from 2023

Expenses

Up

$3,714

Up $1,519 (+69%) from 2023

Net Income

Up

$76,143

Up $24,945 (+49%) from 2023

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2023: $56,029Liabilities 2023: $0Net Assets 2023: $56,0292023Assets 2024: $62,680Net Assets 2024: $62,6802024

Highlighted filing

2024

Assets$62,680
Liabilities-
Net Assets$62,680

Operations Trend

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

$80K$60K$40K$20K$0Revenue 2023: $53,393Expenses 2023: $2,195Net Income 2023: $51,1982023Revenue 2024: $79,857Expenses 2024: $3,714Net Income 2024: $76,1432024

Highlighted filing

2024

Revenue$79,857
Expenses$3,714
Net Income$76,143

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 5, 2025
Return Version
2023v6.0
Gross Receipts
$96,576
Mission and Program Overview

Mission

To enhance the student middle school experience.

Hurricane Exception -

Program Services

DescriptionGrantsExpenses
Enrichment programs for students and teachers$0$73,054
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle MullmanPresidentPT$0--
Ronna SmithPrincipal Board Member-$0--
Erika SteepTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$65,044$65,044$4,413$60,631
Spirit Events$14,038$14,038$8,287$5,751
Total Events$83,772$83,772$16,718$67,054
Filing and Contact Details

Filer

Filer Name
Oakridge Middle School Pto
EIN
46-1031644
Address
14975 Collier Boulevard, Naples, FL 34119

Signing Officer

Name
Michelle S Mullman
Title
President
Signed
2025-01-05
Supplemental Narrative

Additional Explanations

Form 990 - EZ, Part III

Primary Exempt Purpose - To enhance the student middle school experience.

Form 990-EZ, Part V

Information regarding Personal Benefit Contracts: 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 the premiums, directly, or indirectly, on a personal benefit contract.

Part I, Line 16: Other Expenses

Bank Charges: $640 Subscription and Business Expenses: $2,508 Hospitality: $57 Business Registration Fees: $61 Insurance - Liability, D and O: $400 Supplies: $27

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Primary Exempt Purpose - To enhance the student middle school experience.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information regarding Personal Benefit Contracts: 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 the premiums, directly, or indirectly, on a personal benefit contract.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Charges: $640 Subscription and Business Expenses: $2,508 Hospitality: $57 Business Registration Fees: $61 Insurance - Liability, D and O: $400 Supplies: $27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 - EZ, Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part V
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, Line 16: Other Expenses
ReasonableCauseExplanation/ExplanationTxt0Hurricane Disaster in Collier County . Exemption by IRS below. - https://www.irs.gov/newsroom/irs-provides-hurricane-milton-relief-may-1-deadline-now-applies-to-individuals-and-businesses-in-all-of-florida-many-businesses-qualify-for-deposit-penalty-relief
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Michelle S Mullman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-05
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ReturnHeader/Filer/EIN0461031644
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ReturnHeader/Filer/USAddress/CityNm0Naples
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ReturnHeader/Filer/USAddress/ZIPCd034119
ReturnHeader/ReturnTs02025-01-15T16:11:03Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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