Civic Intelligence

Oak Trace Elementary Parent Teacher Organization Inc.

EIN 35-2116360 • 501(c)3 • Westfield, IN

Pub. 78 Eligible

Profile

To promote the welfare of the students who attend oak trace elementary school and to bring parents and faculty/staff together to benefit the students.

16504 Oak Ridge RoadWestfield, IN 46074

www.otespto.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

26th percentile

-15%

Higher net margin than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

61st percentile

4.2%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$93,842

Down $20,257 (-18%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$93,842

Down $20,257 (-18%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin26th percentile

Revenue

Up

$152,444

Up $15,294 (+11%) from 2023

Expenses

Up

$175,227

Up $66,213 (+61%) from 2023

Net Income

Down

-$22,783

Down $50,919 (-181%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $23,560Net Assets 2012: $23,5602012Assets 2013: $15,208Net Assets 2013: $15,2082013Assets 2016: $24,434Net Assets 2016: $24,4342016Assets 2017: $44,627Net Assets 2017: $44,6272017Assets 2018: $55,301Net Assets 2018: $55,3012018Assets 2019: $69,867Net Assets 2019: $69,8672019Assets 2020: $47,727Net Assets 2020: $47,7272020Assets 2021: $86,514Net Assets 2021: $86,5142021Assets 2022: $86,453Net Assets 2022: $86,4532022Assets 2023: $114,099Net Assets 2023: $114,0992023Assets 2024: $93,842Liabilities 2024: $0Net Assets 2024: $93,8422024

Highlighted filing

2024

Assets$93,842
Liabilities$0
Net Assets$93,842
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2012: $60,373Expenses 2012: $65,134Net Income 2012: -$4,7612012Revenue 2013: $85,174Expenses 2013: $87,406Net Income 2013: -$2,2322013Revenue 2016: $98,230Expenses 2016: $100,892Net Income 2016: -$2,6622016Revenue 2017: $106,053Expenses 2017: $84,220Net Income 2017: $21,8332017Revenue 2018: $100,887Expenses 2018: $88,990Net Income 2018: $11,8972018Revenue 2019: $102,589Expenses 2019: $88,023Net Income 2019: $14,5662019Revenue 2020: $64,129Expenses 2020: $86,269Net Income 2020: -$22,1402020Revenue 2021: $70,467Expenses 2021: $42,901Net Income 2021: $27,5662021Revenue 2022: $87,467Expenses 2022: $98,601Net Income 2022: -$11,1342022Revenue 2023: $137,150Expenses 2023: $109,014Net Income 2023: $28,1362023Revenue 2024: $152,444Expenses 2024: $175,227Net Income 2024: -$22,7832024

Highlighted filing

2024

Revenue$152,444
Expenses$175,227
Net Income-$22,783
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$93,842
Liabilities
$0
Net assets
$93,842
Revenue
$152,444
Expenses
$175,227
Net income
-$22,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.52$1.75$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.14$1.14$1.37$1.09$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.87$0.99$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.70$0.43$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.64$0.86$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.70$1.03$0.88$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.55$1.01$0.89$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.45$1.06$0.84$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.98$1.01$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.15$0.85$0.87$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.24$0.60$0.65$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$201,574
Mission and Program Overview

Mission

To promote the welfare of the students who attend oak trace elementary school and to bring parents and faculty/staff together to benefit the students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$114,099$93,842▼ $20,257
Total Assets$114,099$93,842▼ $20,257
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$114,099$93,842▼ $20,257
Total Net Assets Fund Balance$114,099$93,842▼ $20,257
Total Liabilities and Net Assets / Fund Balance$114,099$93,842▼ $20,257
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Ali CoynePresident
Kellie BraunPresident
Jodi HardtSecretary
Christine SampiaTreasurer
Danielle ProsserVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$132,301
Investment Income
$0
Other Revenue
$20,143
Change in Net Assets
$-22,783
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$175,227
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$73,966--$73,966
Fees for Services Other$43,525--$43,525
Other Expenses$5,460--$5,460
Total Functional Expenses$175,227$0$0$175,227
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$53,677
Fundraising Direct Expenses$49,130
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boy Scouts$24,379$24,379$25,095$-716
Savor Westfield$18,992$18,992$17,047$1,945
Total Events$53,677$53,677$47,716$5,961
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Treasurer reviews 990 prior to filing”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Oak Trace Elementary Parent Teacher
EIN
35-2116360
Phone
3178527000
Address
16504 OAK RIDGE ROAD, WESTFIELD, IN 46074

Signing Officer

Name
Christine Sampia
Title
Treasurer
Phone
3373038309
Signed
2025-05-15

Organization Details

Principal Officer
Ali Coyne
Formed
2000
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Schaaf CPA Group LLC
Address
110 N UNION ST, WESTFIELD, IN 46074-9459
Preparer
John Schaaf CPA
Phone
3178675427
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Enrichment expense 43,525 0 0”

Raw XML Appendix298 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.

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IRS990/IndoorTanningServicesInd0false
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK TRACE ELEMENTARY PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORG INC
ReturnHeader/Filer/BusinessNameControlTxt0OAKT
ReturnHeader/Filer/EIN0352116360
ReturnHeader/Filer/PhoneNum03178527000
ReturnHeader/Filer/USAddress/AddressLine1Txt016504 OAK RIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0WESTFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046074
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261329302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHAAF CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 N UNION ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0460749459
ReturnHeader/PreparerPersonGrp/PhoneNum03178675427
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN SCHAAF CPA
ReturnHeader/ReturnTs02025-05-14T09:35:10-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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