Civic Intelligence

Osceola Elementary School PTO

990EZ • Fiscal year 2021 • EIN 81-3355495

Aug 01, 2020 to Jul 31, 2021 • Filed on May 21, 2022

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

6th percentile

-123%

Higher net margin than 6% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

11th percentile

-40%

Faster asset growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-59%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$42,442

Down $27,984 (-40%) from 2020

Net Assets

Down

$42,442

Down $27,984 (-40%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin6th percentile

Revenue

Down

$22,721

Down $32,716 (-59%) from 2020

Expenses

Up

$50,705

Up $19,858 (+64%) from 2020

Net Income

Down

-$27,984

Down $52,574 (-214%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2021

Assets$42,442
Liabilities$0
Net Assets$42,442
Open 2021 Filing

Operations Trend

Revenue Growth13th 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

2021

Revenue$22,721
Expenses$50,705
Net Income-$27,984
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
May 21, 2022
Return Version
2020v4.0
Gross Receipts
$23,306
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 PTO provides support for 748 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. The biggest expense for the year was the school gift which help acquire new playground equipment for the school. The PTO also allows $200 for each classroom teacher to use within their classroom (classroom equipment/materials).$0$42,443
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gloria VargasPresident-$0--
Elena CapronCo-Vice President-$0--
Stephanie KramerCo-Vice President-$0--
Nadine KotheTreasurer-$0--
Kristin ReaganSecretary-$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
Nadine Kothe
Title
Treasurer
Phone
2398212662
Signed
2022-05-21
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Box Tops;25|5th Grade Outing;895|Teacher Appreciation;4976|Teacher Allowance;8972|Front Office Supplies;934|Media Center;1989|Spirit Shirts;5149|5th Grade Graduation;1237|Year Book;74|Annual Gift to School;22502|School Supplies;136|Hardship;562|No description;108|Decorations;643|School Store;649|Business Sponsors;100|Enrichment;900|Professional Services;854^Total;50705^”

Raw XML Appendix162 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/PersonNm0Nadine Kothe
IRS990EZ/BooksInCareOfDetail/PhoneNum02393777800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05770 Osceola Trail
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Naples
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034109
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IRS990EZ/FundraisingGrossIncomeAmt010380
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IRS990EZ/GamingGrossIncomeAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gloria Vargas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Elena Capron
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stephanie Kramer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nadine Kothe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kristin Reagan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt050705
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The Osceola Elementary PTO provides support for 748 Students, about 400 families and 85 faculty and staff members.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Osceola Elementary PTO provides services for 748 students (k through 5th grade), roughly 400 families and 85 faculty and staff members. The biggest expense for the year was the school gift which help acquire new playground equipment for the school. The PTO also allows $200 for each classroom teacher to use within their classroom (classroom equipment/materials).
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042443
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0585
IRS990EZ/SpecialEventsNetIncomeLossAmt09795
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050705
IRS990EZ/TotalProgramServiceExpensesAmt042443
IRS990EZ/TotalRevenueAmt022721
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012926
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025182
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026255
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033597
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0153151
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0153151
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012926
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt033597
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055191
IRS990ScheduleA/Total509Grp/TotalAmt0153151
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt025182
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026255
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt033597
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055191
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0153151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Box Tops;25|5th Grade Outing;895|Teacher Appreciation;4976|Teacher Allowance;8972|Front Office Supplies;934|Media Center;1989|Spirit Shirts;5149|5th Grade Graduation;1237|Year Book;74|Annual Gift to School;22502|School Supplies;136|Hardship;562|No description;108|Decorations;643|School Store;649|Business Sponsors;100|Enrichment;900|Professional Services;854^Total;50705^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Filed Form 8868 for 6 month extension; new tax due date 6/15/2022
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Nadine Kothe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02398212662
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-21
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/ReturnTs02022-05-21T15:54:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,442
Liabilities
$0
Net assets
$42,442
Revenue
$22,721
Expenses
$50,705
Net income
-$27,984
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