Nonprofit · EIN 45-5172955
LAUREL OAK ELEMENTARY PTO
Tax-exempt · NAPLES, FL 34119
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $84,594 | $141,670 | -$57,076 | $66,348 | $0 | $66,348 |
| June 30, 2024 | 990-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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelly Sutton | President | 10 | $0 |
| Jasmine Aldi | Secretary | 5 | $0 |
| Jena Valerioti | Treasurer | 5 | $0 |
| Kassondra Cottrell | Vice President | 5 | $0 |
| Heather Sherman | Vice President | 5 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sara Borgatti | President | 10 | $0 |
| Kelly Erdman | Secretary | 5 | $0 |
| Cara Parker | Treasurer | 5 | $0 |
| Malissa Testa | Vice President | 5 | $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
- Website
- www.laureloakpto.com
- Return prepared by
- Team Holly CPA
Mission
To enhance the student experience
Program accomplishments
- Enrichment program for students and teachersExpenses $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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $84,594 | $141,670 | $66,348 | XML |
| 990-EZ | June 2024 | $116,648 | $146,886 | $123,424 | XML |
| 990-EZ | June 2023 | $121,119 | $78,636 | $153,662 | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 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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