Civic Intelligence

Oakridge Middle School PTO

990EZ • Fiscal year 2024 • EIN 46-1031644

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 05, 2025

14975 Collier BoulevardNaples, FL 34119

(239) 377-4800

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

2024 filings • 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.

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

Asset Growth

56th percentile

12%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

80th percentile

50%

Faster revenue growth than 80% of similar nonprofits.

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

Assets

Up

$62,680

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

Net Assets

Up

$62,680

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

Liabilities

-

No earlier filing loaded for comparison.

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

Historical Trend

Balance Sheet Trend

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

$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 across loaded years, with this 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
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

Raw XML Appendix178 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Oakridge Middle School
IRS990EZ/BooksInCareOfDetail/PhoneNum02393774800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014975 Collier Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Naples
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056029
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062680
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt012803
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt076143
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056029
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062680
IRS990EZ/FundraisingGrossIncomeAmt083773
IRS990EZ/GrossReceiptsAmt096576
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056029
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0132172
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056029
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062680
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michelle Mullman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ronna Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Erika Steep
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Principal Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt03714
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Hurricane Exception -
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Enrichment programs for students and teachers
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073054
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016719
IRS990EZ/SpecialEventsNetIncomeLossAmt067054
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03714
IRS990EZ/TotalProgramServiceExpensesAmt073054
IRS990EZ/TotalRevenueAmt079857
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://[email protected]
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0All organizations activities supported and furthered the exempt purpose of supporting students and teachers of OAKRIDGE MIDDLE SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Sch A Section E Line 2a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02836
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015639
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011974
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt021031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt033005
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt070322
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt069555
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0139877
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0188521
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt095099
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt093422
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0188521
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt095099
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt093422
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0188521
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016718
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spirit Events
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt065044
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt04690
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083772
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt065044
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04690
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt083772
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt067054
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04018
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016718
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04413
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08287
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
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
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKRIDGE MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0OAKR
ReturnHeader/Filer/EIN0461031644
ReturnHeader/Filer/USAddress/AddressLine1Txt014975 Collier Boulevard
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034119
ReturnHeader/ReturnTs02025-01-15T16:11:03Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings