Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2018 • 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
66th percentile
Higher net margin than 66% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
75th percentile
Faster asset growth than 75% of similar nonprofits.
Revenue Growth
40th percentile
Faster revenue growth than 40% of similar nonprofits.
Assets
Up$55,301
Up $10,674 (+24%) from 2017
Net Assets
Up$55,301
Up $10,674 (+24%) from 2017
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Down$100,887
Down $5,166 (-4.9%) from 2017
Expenses
Up$88,990
Up $4,770 (+5.7%) from 2017
Net Income
Down$11,897
Down $9,936 (-46%) from 2017
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 | $31,527 | $88,990 |
| 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 | $21,645 | $21,645 | $23,083 | $-1,438 |
| Fall Fundraiser | $20,704 | $20,704 | $3,883 | $16,821 |
| Total Events | $56,044 | $56,044 | $28,455 | $27,589 |
“Other income 22,363 sponsorships -events 12,860 total 35,223”
“Class of activity: classroom supplies cash contribution: 31,527 relationship: educators at otes”
“Expenses office supplies 716 insurance 215 ice cream social 1,255 military outreach 340 movie night 536 room parent expense 52 staff appreciation 2,241 apparel expense 3,742 directory expense 398 student playground 3,530 student technology 6,436 book fair exp 17,126 uncollected jsf 73 web 75 extra- homecoming 525 hospitality 295 visiting author 1,249 total 38,804”
“Prior perod adjustment -1,223”
“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 | 44627 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 55301 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 11897 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 18659 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 44627 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 55301 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 56044 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 31527 |
| IRS990EZ/GrossReceiptsAmt | 0 | 129342 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 44627 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 55301 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 44627 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 55301 |
| 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 | -1223 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 38804 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 35223 |
| 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 | 38075 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROGRAMS RELATED TO ACTIVITIES CARRIED ON FOR STUDENTS AND FACULTY OF OAK TRACE ELEMENTARY SCHOOL |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 31527 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 88990 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 28455 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 27589 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | IN |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 88990 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 88990 |
| IRS990EZ/TotalRevenueAmt | 0 | 100887 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.OTESPTO.COM |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 6000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 9900 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5700 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 26600 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 129342 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 121530 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 107566 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 101871 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 98937 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 559246 |
| 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 | 585846 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 129342 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 127530 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 117466 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 106871 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 104637 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 585846 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 129342 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 127530 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 117466 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 106871 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 104637 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 585846 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 28455 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | SAVOR WESTFIELD |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | FALL FUNDRAISER |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 21645 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 20704 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 13695 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 56044 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 21645 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 20704 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 13695 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 56044 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 27589 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 1489 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 28455 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 23083 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 3883 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | OTHER INCOME 22,363 SPONSORSHIPS -EVENTS 12,860 TOTAL 35,223 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CLASS OF ACTIVITY: CLASSROOM SUPPLIES CASH CONTRIBUTION: 31,527 RELATIONSHIP: EDUCATORS AT OTES |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | EXPENSES OFFICE SUPPLIES 716 INSURANCE 215 ICE CREAM SOCIAL 1,255 MILITARY OUTREACH 340 MOVIE NIGHT 536 ROOM PARENT EXPENSE 52 STAFF APPRECIATION 2,241 APPAREL EXPENSE 3,742 DIRECTORY EXPENSE 398 STUDENT PLAYGROUND 3,530 STUDENT TECHNOLOGY 6,436 BOOK FAIR EXP 17,126 UNCOLLECTED JSF 73 WEB 75 EXTRA- HOMECOMING 525 HOSPITALITY 295 VISITING AUTHOR 1,249 TOTAL 38,804 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | PRIOR PEROD ADJUSTMENT -1,223 |
| 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 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CHRISTINE SAMPIA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3178527000 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-10-31 |
| 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 | 89496C42FE513CB6AE8611A39536049B248AD231 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 89496C42FE513CB6AE8611A39536049B248AD231 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 68.38.239.58 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-11-14 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 11:31:33 |
| 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 | 2018-10-30 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOHN SCHAAF CPA |
| ReturnHeader/ReturnTs | 0 | 2018-11-14T12:31:33-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
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Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.