Civic Intelligence

Oak Trace Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2018 • EIN 35-2116360

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 31, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

75th percentile

24%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

-4.9%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

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

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

2018

Assets$55,301
Liabilities-
Net Assets$55,301

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

2018

Revenue$100,887
Expenses$88,990
Net Income$11,897
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 31, 2018
Return Version
2017v2.3
Gross Receipts
$129,342
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$31,527$88,990
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$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
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
2018-10-31

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8

Other income 22,363 sponsorships -events 12,860 total 35,223

Form 990-ez, Part I, Line 10

Class of activity: classroom supplies cash contribution: 31,527 relationship: educators at otes

Form 990-ez, Part I, Line 16

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

Form 990-ez, Part I, Line 20

Prior perod adjustment -1,223

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/BooksInCareOfDetail/USAddress/CityNm0WESTFIELD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANGIE WALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLY BRAUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELE LYONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANELLE KOSCHNICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIN WOLFE
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
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1223
IRS990EZ/OtherExpensesTotalAmt038804
IRS990EZ/OtherRevenueTotalAmt035223
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.
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 22,363 SPONSORSHIPS -EVENTS 12,860 TOTAL 35,223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS OF ACTIVITY: CLASSROOM SUPPLIES CASH CONTRIBUTION: 31,527 RELATIONSHIP: EDUCATORS AT OTES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES 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/ExplanationTxt3PRIOR PEROD ADJUSTMENT -1,223
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE SAMPIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03178527000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
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/FilingSecurityInformation/AtSubmissionCreationDeviceId089496C42FE513CB6AE8611A39536049B248AD231
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId089496C42FE513CB6AE8611A39536049B248AD231
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.38.239.58
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:31:33
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/PreparationDt02018-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN SCHAAF CPA
ReturnHeader/ReturnTs02018-11-14T12:31:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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