Civic Intelligence

Osceola Elementary School PTO

EIN 81-3355495 • 501(c)3 • Naples, FL

Pub. 78 Eligible990-N Coverage

Profile

The Osceola Elementary PTO provides support for 750 Students, about 400 families and 85 faculty and staff members.

5770 Osceola TrailNaples, FL 34109

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

31st percentile

-9.1%

Higher net margin than 31% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

43rd percentile

-7.2%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

25th percentile

-34%

Faster revenue growth than 25% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$38,813

Down $3,010 (-7.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$38,813

Down $3,010 (-7.2%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin31st percentile

Revenue

Down

$32,911

Down $17,219 (-34%) from 2022

Expenses

Down

$35,921

Down $14,828 (-29%) from 2022

Net Income

Down

-$3,010

Down $2,391 (-386%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$80K$60K$40K$20K$0Assets 2017: $42,195Liabilities 2017: $02017Assets 2018: $53,826Liabilities 2018: $0Net Assets 2018: $53,8262018Assets 2019: $45,836Liabilities 2019: $0Net Assets 2019: $45,8362019Assets 2020: $70,426Liabilities 2020: $0Net Assets 2020: $70,4262020Assets 2021: $42,442Liabilities 2021: $0Net Assets 2021: $42,4422021Assets 2022: $41,823Liabilities 2022: $0Net Assets 2022: $41,8232022Assets 2023: $38,813Liabilities 2023: $0Net Assets 2023: $38,8132023

Highlighted filing

2023

Assets$38,813
Liabilities$0
Net Assets$38,813
Open 2023 Filing

Operations Trend

Revenue Growth25th percentile

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

$100K$50K$0-$50KRevenue 2017: $86,766Expenses 2017: $44,571Net Income 2017: $42,1952017Revenue 2018: $56,278Expenses 2018: $44,647Net Income 2018: $11,6312018Revenue 2019: $56,874Expenses 2019: $64,864Net Income 2019: -$7,9902019Revenue 2020: $55,437Expenses 2020: $30,847Net Income 2020: $24,5902020Revenue 2021: $22,721Expenses 2021: $50,705Net Income 2021: -$27,9842021Revenue 2022: $50,130Expenses 2022: $50,749Net Income 2022: -$6192022Revenue 2023: $32,911Expenses 2023: $35,921Net Income 2023: -$3,0102023

Highlighted filing

2023

Revenue$32,911
Expenses$35,921
Net Income-$3,010
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$38,813
Liabilities
$0
Net assets
$38,813
Revenue
$32,911
Expenses
$35,921
Net income
-$3,010
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$38.8$0.00$38.8$32.9$35.9$3.01
2022Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$50.1$50.7$0.62
2021Detailed filing. Detailed filing data is available for this year.$42.4$0.00$42.4$22.7$50.7$28.0
2020Detailed filing. Detailed filing data is available for this year.$70.4$0.00$70.4$55.4$30.8$24.6
2019Detailed filing. Detailed filing data is available for this year.$45.8$0.00$45.8$56.9$64.9$7.99
2018Detailed filing. Detailed filing data is available for this year.$53.8$0.00$53.8$56.3$44.6$11.6
2017Summary only. Only limited summary data is available for this year.$42.2$0.00$86.8$44.6$42.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Oct 23, 2023
Return Version
2022v5.0
Gross Receipts
$48,716
Mission and Program Overview

Mission

The Osceola Elementary PTO provides support for 750 Students, about 400 families and 85 faculty and staff members.

Program Services

DescriptionGrantsExpenses
The Osceola Elementary PTO provides services for 748 students (k through 5th grade), roughly 400 families and 85 faculty and staff members. Expenses this year included supporting families affected by hurricane Ian, buying eqiupment for movie night to reduce the expense of renting the equipment. The PTO also allows $200 for each classroom teacher to use within their classroom (classroom equipment/materials).$0$35,921
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gloria VargasPresidentPT$0--
Kristen ReaganCo-Vice President-$0--
Nadine KotheTreasurer-$0--
Sue CastleberrySecretary-$0--
Filing and Contact Details

Filer

Filer Name
Osceola Elementary School Pto
EIN
81-3355495
Phone
2393777800
Address
5770 Osceola Trail, Naples, FL 34109

Signing Officer

Name
Gloria Vargas
Title
President
Phone
2396491779
Signed
2023-10-23
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“BooHoo Breakfast $78.46 Pastries with Parents $59.29 5th Grade Outing $1,169.28 Fall Fundraiser $140.00 Teacher Appreciation $3,770.61 Teacher Allowance $6,874.39 Front Office Supplies $1,760.39 Media Center $934.96 Spirit Shirts $5,684.99 5th Grade Celebration $1,426.77 Field Trips $4,806.76 Year Book $799.58 Annual Gift $909 Hardship $1,389.26 Hospitality $118.70 Decorations $433.88 School Store $695.00 Enrichment $3,192.50 Professional Services $851.73 Misc. Fundraising $825.00”

Raw XML Appendix168 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Osceola Elementary PTO provides services for 748 students (k through 5th grade), roughly 400 families and 85 faculty and staff members. Expenses this year included supporting families affected by hurricane Ian, buying eqiupment for movie night to reduce the expense of renting the equipment. The PTO also allows $200 for each classroom teacher to use within their classroom (classroom equipment/materials).
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BooHoo Breakfast $78.46 Pastries with Parents $59.29 5th Grade Outing $1,169.28 Fall Fundraiser $140.00 Teacher Appreciation $3,770.61 Teacher Allowance $6,874.39 Front Office Supplies $1,760.39 Media Center $934.96 Spirit Shirts $5,684.99 5th Grade Celebration $1,426.77 Field Trips $4,806.76 Year Book $799.58 Annual Gift $909 Hardship $1,389.26 Hospitality $118.70 Decorations $433.88 School Store $695.00 Enrichment $3,192.50 Professional Services $851.73 Misc. Fundraising $825.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
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ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

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