Civic Intelligence

Osceola Elementary School PTO

990EZ • Fiscal year 2019 • EIN 81-3355495

Aug 01, 2018 to Jul 31, 2019 • Filed on Nov 20, 2019

Organization ProfileN/A
5770 Osceola TrailNaples, FL 34109

(239) 377-7800

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

20th percentile

-14%

Higher net margin than 20% 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

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

50th percentile

1.1%

Faster revenue growth than 50% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$45,836

Down $7,990 (-15%) from 2018

Net Assets

Down

$45,836

Down $7,990 (-15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin20th percentile

Revenue

Up

$56,874

Up $596 (+1.1%) from 2018

Expenses

Up

$64,864

Up $20,217 (+45%) from 2018

Net Income

Down

-$7,990

Down $19,621 (-169%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$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

2019

Assets$45,836
Liabilities$0
Net Assets$45,836
Open 2019 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$56,874
Expenses$64,864
Net Income-$7,990
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Nov 20, 2019
Return Version
2018v3.1
Gross Receipts
$92,140
Mission and Program Overview

Mission

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

The Osceola Elementary School PTO is a non-profit organization made up of parents and teachers, to support the education and enrichment at Osceola Elementary School.

Program Services

DescriptionGrantsExpenses
The Osceola Elementary School PTO provides support for 715 students, 400 families and 80 faculty members.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY REILLYPresident-$0--
GLORIA VARGASVice President-$0--
MARIE SHOAFTreasurer-$0--
STEPHANIE KRAMERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-a-thon$26,667$26,667$11,957$14,710
Fall Fundraiser$23,282$23,282$4,544$18,738
Total Events$61,662$61,662$30,109$31,553
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
Marie Shoaf
Title
Treasurer
Signed
2019-11-20
Discuss with paid preparer
Yes

Preparer

Firm
Soldavini & Caldwell CPA Pa
Address
5455 Jaeger Rd, Naples, FL 34109-5805
Preparer
Cathy Caldwell CPA
Phone
2395914747
Supplemental Narrative

Additional Explanations

Other Expenses.1

“ANNUAL GIFT $23223”

Other Expenses.2

“TEACHER ALLOWANCE $7614”

Other Expenses.3

“FIELD TRIPS $5564”

Other Expenses.4

“SCHOOL SUPPLIES $4804”

Other Expenses.5

“SCHOOL STORE $4471”

Other Expenses.6

“Other program supplies $3456”

Other Expenses.7

“Teacher appreciation $2887”

Other Expenses.8

“4/5 grade celebration $2521”

Other Expenses.9

“5TH GRADE GIFTS $2261”

Other Expenses.10

“MEDIA CENTER $1758”

Other Expenses.11

“ENRICHMENT $1591”

Other Expenses.12

“PTO GENERAL $1297”

Other Expenses.13

“Father/daughter dance $1268”

Other Expenses.14

“Pastries with parents $988”

Other Expenses.15

“PROFESSIONAL FEES $500”

Other Expenses.16

“HARDSHIP $311”

Other Expenses.17

“SPONSORS $206”

Other Expenses.18

“Boohoo/yahoo breakfast $144”

Raw XML Appendix184 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/PersonNm0ROBIN AZZOPARDI
IRS990EZ/BooksInCareOfDetail/PhoneNum02393777800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05770 OSCEOLA TRAIL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053826
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045836
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026255
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7990
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053826
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045836
IRS990EZ/FundraisingGrossIncomeAmt065836
IRS990EZ/GrossReceiptsAmt092140
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt049
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053826
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045836
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053826
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045836
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NANCY REILLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GLORIA VARGAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIE SHOAF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE KRAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt064864
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Osceola Elementary School PTO is a non-profit organization made up of parents and teachers, to support the education and enrichment at Osceola Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Osceola Elementary School PTO provides support for 715 students, 400 families and 80 faculty members.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035266
IRS990EZ/SpecialEventsNetIncomeLossAmt030570
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064864
IRS990EZ/TotalRevenueAmt056874
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026255
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033597
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt055191
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0115043
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0115043
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033597
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055191
IRS990ScheduleA/Total509Grp/TotalAmt0115043
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt026255
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt033597
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt055191
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0115043
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030109
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALK-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026667
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt023282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011713
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061662
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026667
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt023282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011713
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061662
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031553
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013608
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030109
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011957
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04544
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANNUAL GIFT $23223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER ALLOWANCE $7614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIELD TRIPS $5564
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL SUPPLIES $4804
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOOL STORE $4471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER PROGRAM SUPPLIES $3456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEACHER APPRECIATION $2887
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt74/5 GRADE CELEBRATION $2521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt85TH GRADE GIFTS $2261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEDIA CENTER $1758
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ENRICHMENT $1591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PTO GENERAL $1297
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12FATHER/DAUGHTER DANCE $1268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PASTRIES WITH PARENTS $988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PROFESSIONAL FEES $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15HARDSHIP $311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16SPONSORS $206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17BOOHOO/YAHOO BREAKFAST $144
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE SHOAF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSCEOLA ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0OSCE
ReturnHeader/Filer/EIN0813355495
ReturnHeader/Filer/PhoneNum02393777800
ReturnHeader/Filer/USAddress/AddressLine1Txt05770 OSCEOLA TRAIL
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034109
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592671667
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOLDAVINI & CALDWELL CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05455 Jaeger Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Naples
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0341095805
ReturnHeader/PreparerPersonGrp/PhoneNum02395914747
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cathy Caldwell CPA
ReturnHeader/ReturnTs02019-11-20T07:47:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,836
Liabilities
$0
Net assets
$45,836
Revenue
$56,874
Expenses
$64,864
Net income
-$7,990
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