Civic Intelligence

Three Oaks Elementary PTO Inc.

990EZ • Fiscal year 2024 • EIN 87-2587937

Jan 01, 2024 to Dec 31, 2024 • Filed on May 12, 2025

Organization Profile
19600 Cypress View DrFort Myers, FL 33967

(239) 267-8020

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.00x

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

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2024 filings • NTEE B94 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

$54,990

No earlier filing loaded for comparison.

Net Assets

$54,990

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin92nd percentile

Revenue

$52,035

No earlier filing loaded for comparison.

Expenses

$24,654

No earlier filing loaded for comparison.

Net Income

$27,381

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2024: $54,990Liabilities 2024: $0Net Assets 2024: $54,9902024

Highlighted filing

2024

Assets$54,990
Liabilities$0
Net Assets$54,990
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0Revenue 2024: $52,035Expenses 2024: $24,654Net Income 2024: $27,3812024

Highlighted filing

2024

Revenue$52,035
Expenses$24,654
Net Income$27,381
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.0
Gross Receipts
$73,674
Mission and Program Overview

Mission

Elementary School PTO

Program Services

DescriptionGrantsExpenses
The Three Oaks Elementary PTO organizes fundraisers solely to support the students and staff of Three Oaks Elementary School. Fundraisers are either at the school or partnered with a local business at their location. We are all parent volunteers and dedicate our time to organize and run the PTO.--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amelia SheretCo-PresidentPT$0--
Lisa BocockCo-PresidentPT$0--
Brittany JacksonCo-Vice PresidentPT$0--
Rachel LawrenceCo-Vice PresidentPT$0--
Monica PerezSecretaryPT$0--
Andrea RillTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Shoppe$17,346$17,346$12,277$5,069
Krispy Kreme Fundraiser$7,853$7,853$57$7,796
Total Events$33,945$33,945$21,639$12,306
Filing and Contact Details

Filer

Filer Name
Three Oaks Elementary PTO Inc
EIN
87-2587937
Address
19600 CYPRESS VIEW DR, FORT MYERS, FL 33967

Signing Officer

Name
Andrea
Title
Treasurer
Phone
2392678020
Signed
2025-05-12
Supplemental Narrative

Additional Explanations

Other expenses: Part I, line 16

“4596 Campus Improvements”

Other expenses: Part I, line 16

“5962 School Math Software”

Other expenses: Part I, line 16

“4000 School Field Trip Expenses”

Other expenses: Part I, line 16

“4021 Appreciation Events”

Other expenses: Part I, line 16

“1872 PE Equipment”

Other expenses: Part I, line 16

“1480 PTO Exps (Taxes, Supplies, 501(c)(3) application cost”

Other expenses: Part I, line 16

“2723 Student Rewards”

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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/ExplanationTxt15962 School Math Software
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24000 School Field Trip Expenses
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt41872 PE Equipment
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt51480 PTO Exps (Taxes, Supplies, 501(c)(3) application cost
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0872587937
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ReturnHeader/Filer/USAddress/ZIPCd033967
ReturnHeader/ReturnTs02025-05-12T12:01:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,990
Liabilities
$0
Net assets
$54,990
Revenue
$52,035
Expenses
$24,654
Net income
$27,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$55.0$0.00$55.0$52.0$24.7$27.4