Civic Intelligence

Oak Trace Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2012 • EIN 35-2116360

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 07, 2012

Organization ProfileWWW.OTESPTO.COM
16504 Oak Ridge Road46074
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

27th percentile

-7.9%

Higher net margin than 27% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

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

Source year 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$23,560

No earlier filing loaded for comparison.

Net Assets

$23,560

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

$60,373

No earlier filing loaded for comparison.

Expenses

$65,134

No earlier filing loaded for comparison.

Net Income

-$4,761

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.

$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

2012

Assets$23,560
Liabilities-
Net Assets$23,560
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue$60,373
Expenses$65,134
Net Income-$4,761
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 7, 2012
Return Version
2011v1.2
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.

Filing and Contact Details

Filer

EIN
35-2116360
Raw XML Appendix192 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
CompensationExplanation/Compensation/PersonName0SARAH STEWART
CompensationExplanation/Compensation/PersonName1ERICA STRAHM
CompensationExplanation/Compensation/PersonName2ELIZABETH MURRAY
CompensationExplanation/Compensation/PersonName3TERESA GIFT
CompensationExplanation/Compensation/PersonName4DANIELLE POLLARD
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY025698
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IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
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IRS990EZ/EngagePoliticalCmpgnActivities0false
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition14.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition24.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition34.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition44.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0SARAH STEWART
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1ERICA STRAHM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ELIZABETH MURRAY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3TERESA GIFT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4DANIELLE POLLARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2VICE PRES 2
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4SECRETARY
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherChangesInNetAssets02623
IRS990EZ/OtherExpensesTotal065009
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROMOTE THE WELFARE OF THE STUDENTS WHO ATTEND OAK TRACE ELEMENTARY SCHOOL AND TO BRING PARENTS AND FACULTY/STAFF TOGETHER TO BENEFIT THE STUDENTS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PROGRAMS RELATED TO ACTIVITIES CARRIED ON FOR STUDENTS AND FACULTY OF OAK TRACE ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses057237
IRS990EZ/ProgramServiceRevenue023920
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses015427
IRS990EZ/SpecialEventsNetIncomeLoss029615
IRS990EZ/StatesWhereCopyOfReturnIsFiled0IN
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1016504 OAK RIDGE ROAD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0WESTFIELD
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0IN
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode046074
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10OAK TRACE ELEMENTARY PARENT TEACHER
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine20ORGANIZATION INC
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03178527000
IRS990EZ/TotalAssets/BOY025698
IRS990EZ/TotalAssets/EOY023560
IRS990EZ/TotalExpenses065134
IRS990EZ/TotalProgramServiceExpenses057237
IRS990EZ/TotalRevenue060373
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0WWW.OTESPTO.COM
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear06838
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year03333
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years04756
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years05396
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years05047
IRS990ScheduleA/GiftsGrantsContribReceived509/Total025370
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear023920
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year020001
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years072718
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years071795
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years076354
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0264788
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYear045042
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus1Year055515
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total0100557
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PriorYearSupportPercentage01.00000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50901.00000
IRS990ScheduleA/PublicSupportTotal5090390715
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IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year078849
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IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years077191
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IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years081401
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IRS990ScheduleG/EventsInformation/NameOfEvent10FALL FUNDRAISER
IRS990ScheduleG/EventsInformation/NameOfEvent20SPRING FUNDRAIS
IRS990ScheduleG/EventsInformation/NetIncomeSummary029615
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent103220
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent208388
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents03819
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents015427
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents05000
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES INSURANCE 225 BANK FEES & REBATE EXP 135 DIRECTORY EXPENSE 793 ADMIN & TEACHER 31,400 HOSPITALITY 167 ICE CREAM SOCIAL 1,000 MILITARY OUTREACH 1,050 NSF 103 OFFICE EXPENSE & MISC 699 PARENT ROOM 201 SUPPLIES 49 TEACHER APPRECIATION 1,384 WEB & COMPUTER 1,076 APPAREL ORDERS 3,308 ENRICHMENT 23,419 TOTAL 65,009
IRS990ScheduleO/GeneralExplanation/Explanation1PRIOR YEAR ADJUSTMENT TO TIE TO CURRENT ASSETS 2,623 PRIOR YEAR ADJUSTMENT TO TIE TO CURRENT ASSETS 0
IRS990ScheduleO/GeneralExplanation/Explanation2TO PROMOTE THE WELFARE OF THE STUDENTS WHO ATTEND OAK TRACE ELEMENTARY SCHOOL AND TO BRING PARENTS AND FACULTY/STAFF TOGETHER TO BENEFIT THE STUDENTS.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER CHANGES IN NET ASSETS OR FUND BALANCES
IRS990ScheduleO/GeneralExplanation/Identifier2PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0352116360
ReturnHeader/Filer/Name/BusinessNameLine10OAK TRACE ELEMENTARY PARENT TEACHER
ReturnHeader/Filer/Name/BusinessNameLine20ORGANIZATION INC
ReturnHeader/Filer/NameControl0OAKT
ReturnHeader/Filer/Phone03178676421
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10660 PATRICK PLACE
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode046112
ReturnHeader/Preparer/Name0KIMBERLY STOREN EA
ReturnHeader/Preparer/Phone03178527000
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-13T07:05:32-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$23,560
Liabilities
-
Net assets
$23,560
Revenue
$60,373
Expenses
$65,134
Net income
-$4,761
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