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Nonprofit · EIN 45-5172955

LAUREL OAK ELEMENTARY PTO

Tax-exempt · NAPLES, FL 34119

Financials

$117K$147K2023$85K$142K2024
Revenue Expenses · by fiscal year end
Financials of LAUREL OAK ELEMENTARY PTO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$84,594$141,670-$57,076$66,348$0$66,348
June 30, 2024990-EZ$116,648$146,886-$30,238$123,424$0$123,424
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,090
Program service revenue
$10,611
Investment income
$126
Net income from fundraising events
$72,767

Expenses

Compensation of officers, directors and key employees
$0
Other expenses
$141,670
Program services (functional)
$168,480

Balance sheet and other

Total assets, start of year
$123,424
Total assets, end of year
$66,348
Total liabilities, end of year
$0
Net assets, end of year
$66,348
Cash, savings and investments
$66,348
Gross receipts
$111,404

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Kelly SuttonPresident10$0
Jasmine AldiSecretary5$0
Jena ValeriotiTreasurer5$0
Kassondra CottrellVice President5$0
Heather ShermanVice President5$0
990-EZ for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
Sara BorgattiPresident10$0
Kelly ErdmanSecretary5$0
Cara ParkerTreasurer5$0
Malissa TestaVice President5$0

Address and contacts

Address (IRS master file)
7800 IMMOKALEE RD, NAPLES, FL 34119-9717
In care of
% JENA VALERIOTI
Mailing address (990-N for 2016)
7800 IMMOKALEE ROAD, NAPLES FL 34119
Principal officer (990-N for 2016)
Monique Owens, 7800 IMMOKALEE ROAD, Naples FL 34119
Signed the 990-EZ
JENA VALERIOTI, Treasurer
Phone
(239) 377-7400
Return prepared by
Team Holly CPA

Mission

To enhance the student experience

990-EZ for the year ended June 30, 2025

Program accomplishments

  • Enrichment program for students and teachers
    Expenses $168,480

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

IRS record

EIN
45-5172955
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2014
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B99)
Assets (IRS master file)
$66,348
Income (IRS master file)
$111,404

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$84,594$141,670$66,348XML
990-EZJune 2024$116,648$146,886$123,424XML
990-EZJune 2023$121,119$78,636$153,662IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2018–––IRS
990-N for 2016
Officer: Monique Owens
June 30, 2017≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-5172955).

Questions about LAUREL OAK ELEMENTARY PTO

What is the EIN of LAUREL OAK ELEMENTARY PTO?
The employer identification number (EIN) of LAUREL OAK ELEMENTARY PTO is 45-5172955.
Is LAUREL OAK ELEMENTARY PTO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to LAUREL OAK ELEMENTARY PTO tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LAUREL OAK ELEMENTARY PTO file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LAUREL OAK ELEMENTARY PTO due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LAUREL OAK ELEMENTARY PTO last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who is the principal officer of LAUREL OAK ELEMENTARY PTO?
The 990-N for 2016 names Monique Owens.
Who are the officers and directors of LAUREL OAK ELEMENTARY PTO?
The 990-EZ for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does LAUREL OAK ELEMENTARY PTO have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $84,594, expenses of $141,670 and total assets of $66,348 at year end.

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