Civic Intelligence

Oak Trace Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2017 • EIN 35-2116360

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 12, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

89th percentile

83%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

8.0%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

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

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

2017

Assets$44,627
Liabilities-
Net Assets$44,627

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

2017

Revenue$106,053
Expenses$84,220
Net Income$21,833
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 12, 2017
Return Version
2016v3.0
Gross Receipts
$127,456
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$25,522$84,220
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGIE WALLPresidentPT$0--
KELLY BRAUNVice PresidePT$0--
MICHELE LYONSVice PresidePT$0--
JANELLE KOSCHNICKVice PresidePT$0--
ERIN WOLFESecretaryPT$0--
CHRISTINE SAMPIATreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet 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
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
3178527000
Signed
2017-10-12

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

Sponsorships -events 10,950 other income 2,034 total 12,984

Form 990-ez, Part I, Line 10

Educators at otes classroom supplies cash 25,522 0 0

Form 990-ez, Part I, Line 16

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

Form 990-ez, Part I, Line 20

Prior perod adjustment -1,640

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 Appendix179 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/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTINE SAMPIA
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/OtherChangesInNetAssetsAmt0-1640
IRS990EZ/OtherExpensesTotalAmt035913
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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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025522
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt084220
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPONSORSHIPS -EVENTS 10,950 OTHER INCOME 2,034 TOTAL 12,984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EDUCATORS AT OTES CLASSROOM SUPPLIES CASH 25,522 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES 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/ExplanationTxt3PRIOR PEROD ADJUSTMENT -1,640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO 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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE SAMPIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03178527000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-12
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
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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/PreparationDt02017-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R SCHAAF CPA
ReturnHeader/ReturnTs02017-11-14T08:23:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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