Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2017 • EIN 35-2116360
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
77th percentile
Higher net margin than 77% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
89th percentile
Faster asset growth than 89% of similar nonprofits.
Revenue Growth
60th percentile
Faster revenue growth than 60% of similar nonprofits.
Assets
Up$44,627
Up $20,193 (+83%) from 2016
Net Assets
Up$44,627
Up $20,193 (+83%) from 2016
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Up$106,053
Up $7,823 (+8.0%) from 2016
Expenses
Down$84,220
Down $16,672 (-17%) from 2016
Net Income
Up$21,833
Up $24,495 (+920%) from 2016
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.
| Description | Grants | Expenses |
|---|---|---|
| PROGRAMS RELATED TO ACTIVITIES CARRIED ON FOR STUDENTS AND FACULTY OF OAK TRACE ELEMENTARY SCHOOL | $25,522 | $84,220 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ANGIE WALL | President | PT | $0 | - | - |
| KELLY BRAUN | Vice Preside | PT | $0 | - | - |
| MICHELE LYONS | Vice Preside | PT | $0 | - | - |
| JANELLE KOSCHNICK | Vice Preside | PT | $0 | - | - |
| ERIN WOLFE | Secretary | PT | $0 | - | - |
| CHRISTINE SAMPIA | Treasurer | PT | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Savor Westfield | $25,249 | $25,249 | $11,795 | $13,454 |
| Fall Fundraiser | $22,590 | $22,590 | $3,964 | $18,626 |
| Total Events | $62,068 | $62,068 | $21,403 | $40,665 |
“Sponsorships -events 10,950 other income 2,034 total 12,984”
“Educators at otes classroom supplies cash 25,522 0 0”
“Expenses office supplies 1,659 insurance 215 ice cream social 1,212 military outreach 1,215 movie night 881 rebates expense 170 room parent expense 86 staff appreciation 2,927 apparel expense 3,975 directory expense 398 student nature appreciati 832 student playground 387 student technology 19,846 all pro dads 335 book fair exp 411 leadership summit 1,364 total 35,913”
“Prior perod adjustment -1,640”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | CHRISTINE SAMPIA |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3174329208 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 16504 OAK RIDGE ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WESTFIELD |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IN |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 46074 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 24434 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 44627 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 6000 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 21833 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 22785 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 24434 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 44627 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 62068 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 25522 |
| IRS990EZ/GrossReceiptsAmt | 0 | 127456 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 3 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 24434 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 44627 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 24434 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 44627 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ANGIE WALL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KELLY BRAUN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MICHELE LYONS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JANELLE KOSCHNICK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ERIN WOLFE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | CHRISTINE SAMPIA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -1640 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 35913 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 12984 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 46401 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROGRAMS RELATED TO ACTIVITIES CARRIED ON FOR STUDENTS AND FACULTY OF OAK TRACE ELEMENTARY SCHOOL |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 25522 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 84220 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 21403 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 40665 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | IN |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 84220 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 84220 |
| IRS990EZ/TotalRevenueAmt | 0 | 106053 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.OTESPTO.COM |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 6000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 9900 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 5000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5700 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5756 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 32356 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 121530 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 107566 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 101871 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 98937 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 29970 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 459874 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt | 0 | 57907 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 57907 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 550137 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 127530 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 117466 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 106871 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 104637 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 93633 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 550137 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 127530 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 117466 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 106871 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 104637 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 93633 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 550137 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 21403 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | SAVOR WESTFIELD |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | FALL FUNDRAISER |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 25249 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 22590 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 14229 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 62068 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 25249 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 22590 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 14229 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 62068 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 40665 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 5644 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 21403 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 11795 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 3964 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SPONSORSHIPS -EVENTS 10,950 OTHER INCOME 2,034 TOTAL 12,984 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EDUCATORS AT OTES CLASSROOM SUPPLIES CASH 25,522 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | EXPENSES OFFICE SUPPLIES 1,659 INSURANCE 215 ICE CREAM SOCIAL 1,212 MILITARY OUTREACH 1,215 MOVIE NIGHT 881 REBATES EXPENSE 170 ROOM PARENT EXPENSE 86 STAFF APPRECIATION 2,927 APPAREL EXPENSE 3,975 DIRECTORY EXPENSE 398 STUDENT NATURE APPRECIATI 832 STUDENT PLAYGROUND 387 STUDENT TECHNOLOGY 19,846 ALL PRO DADS 335 BOOK FAIR EXP 411 LEADERSHIP SUMMIT 1,364 TOTAL 35,913 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | PRIOR PEROD ADJUSTMENT -1,640 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CHRISTINE SAMPIA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3178527000 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-10-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | OAK TRACE ELEMENTARY PARENT TEACHER |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ORG INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OAKT |
| ReturnHeader/Filer/EIN | 0 | 352116360 |
| ReturnHeader/Filer/PhoneNum | 0 | 3178527000 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 16504 OAK RIDGE ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WESTFIELD |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 46074 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 10BAE60ADB1772DF7A44BF61B1A2A8B3C293B1FF |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 10BAE60ADB1772DF7A44BF61B1A2A8B3C293B1FF |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 261329302 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SCHAAF CPA GROUP LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 110 N UNION ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WESTFIELD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 460749459 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3178675427 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-11-01 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOHN R SCHAAF CPA |
| ReturnHeader/ReturnTs | 0 | 2017-11-14T08:23:22-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
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Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.