Civic Intelligence

Oak Trace Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2016 • EIN 35-2116360

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 21, 2016

16504 Oak Ridge RoadWestfield, IN 46074

(317) 852-7000

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

34th percentile

-2.7%

Higher net margin than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2016

Revenue Growth

57th percentile

4.9%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2016

Assets

Up

$24,434

Up $9,226 (+61%) from 2013

Net Assets

Up

$24,434

Up $9,226 (+61%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$98,230

Up $13,056 (+15%) from 2013

Expenses

Up

$100,892

Up $13,486 (+15%) from 2013

Net Income

Down

-$2,662

Down $430 (-19%) from 2013

Historical Trend

Balance Sheet Trend

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

2016

Assets$24,434
Liabilities-
Net Assets$24,434

Operations Trend

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

2016

Revenue$98,230
Expenses$100,892
Net Income-$2,662
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 21, 2016
Return Version
2015v2.1
Gross Receipts
$117,466
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.

Program Services

DescriptionGrantsExpenses
PROGRAMS RELATED TO ACTIVITIES CARRIED ON FOR STUDENTS AND FACULTY OF OAK TRACE ELEMENTARY SCHOOL$26,691$100,892
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGIE WALLPresidentPT$0--
KELLY BRAUNVice PresidePT$0--
MAGHAN KELLERVice PresidePT$0--
ADRIANNE EPSTEINVice PresidePT$0--
ERIN WOLFESecretaryPT$0--
CHRISTINE CONDONTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$21,898$21,898$3,219$18,679
Savor Westfield$16,265$16,265$10,446$5,819
Total Events$51,494$51,494$19,236$32,258
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 Condon
Title
Treasurer
Phone
3178527000
Signed
2016-10-21

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8

Other income 9,361 book fair income 2,900 outreach income 1,935 total 14,196

Form 990-ez, Part I, Line 10

Educators at otes classroom supplies cash 26,691 0 0

Form 990-ez, Part I, Line 16

Expenses office supplies 2,063 insurance 215 hospitality expense 83 ice cream social 1,210 military outreach 3,794 movie night 597 rebates expense 192 room parent expense 44 staff appreciation 2,779 apparel expense 2,026 other program expenses 477 directory expense 398 student playgroud 25,592 student technology 1,895 all pro dad 562 book fair 4,424 total 46,351

Form 990-ez, Part III

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.

Raw XML Appendix175 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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IRS990EZ/BooksInCareOfDetail/PersonNm0CHRISTINE CONDON
IRS990EZ/BooksInCareOfDetail/PhoneNum03174329208
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016504 OAK RIDGE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANGIE WALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLY BRAUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MAGHAN KELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ADRIANNE EPSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIN WOLFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTINE CONDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt046351
IRS990EZ/OtherRevenueTotalAmt014196
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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/ProgramServiceRevenueAmt041854
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAMS RELATED TO ACTIVITIES CARRIED ON FOR STUDENTS AND FACULTY OF OAK TRACE ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026691
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0100892
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019236
IRS990EZ/SpecialEventsNetIncomeLossAmt032258
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OTESPTO.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09900
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SAVOR WESTFIELD
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021898
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021898
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03219
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010446
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 9,361 BOOK FAIR INCOME 2,900 OUTREACH INCOME 1,935 TOTAL 14,196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EDUCATORS AT OTES CLASSROOM SUPPLIES CASH 26,691 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE SUPPLIES 2,063 INSURANCE 215 HOSPITALITY EXPENSE 83 ICE CREAM SOCIAL 1,210 MILITARY OUTREACH 3,794 MOVIE NIGHT 597 REBATES EXPENSE 192 ROOM PARENT EXPENSE 44 STAFF APPRECIATION 2,779 APPAREL EXPENSE 2,026 OTHER PROGRAM EXPENSES 477 DIRECTORY EXPENSE 398 STUDENT PLAYGROUD 25,592 STUDENT TECHNOLOGY 1,895 ALL PRO DAD 562 BOOK FAIR 4,424 TOTAL 46,351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO 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/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE CONDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03178527000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-21
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/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/PreparationDt02016-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R SCHAAF CPA
ReturnHeader/ReturnTs02016-10-28T15:01:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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