Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Oak Trace Elementary Parent Teacher Organization Inc.
990EZ • Fiscal year 2020 • EIN 35-2116360
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
16th percentile
Higher net margin than 16% 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
14th percentile
Faster asset growth than 14% of similar nonprofits.
Revenue Growth
30th percentile
Faster revenue growth than 30% of similar nonprofits.
Balance Sheet
Assets
Down$47,727
Down $22,140 (-32%) from 2019
Net Assets
Down$47,727
Down $22,140 (-32%) from 2019
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$64,129
Down $38,460 (-37%) from 2019
Expenses
Down$86,269
Down $1,754 (-2.0%) from 2019
Net Income
Down-$22,140
Down $36,706 (-252%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2019 to Jun 30, 2020
- Signed
- May 12, 2021
- Return Version
- 2019v5.0
- Gross Receipts
- $105,241
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
| Description | Grants | Expenses |
|---|---|---|
| PROGRAMS RELATED TO ACTIVITIES CARRIED ON FOR STUDENTS AND FACULTY OF OAK TRACE ELEMENTARY SCHOOL | $16,000 | $86,269 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KELLIE BRAUN | President | PT | $0 | - | - |
| NICOLE HOLSTEIN | President | PT | $0 | - | - |
| ERIN WHIPPLE | Vice Preside | PT | $0 | - | - |
| ABBIE GREEMAN | Vice Preside | PT | $0 | - | - |
| DEANNE CROSBY | Secretary | PT | $0 | - | - |
| CHRISTINE SAMPIA | Treasurer | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fall Fundraiser | $31,080 | $31,080 | $4,727 | $26,353 |
| Savor Westfield | $22,741 | $22,741 | $32,634 | $-9,893 |
| Total Events | $61,030 | $61,030 | $41,112 | $19,918 |
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
- 3373038309
- Signed
- 2021-05-12
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
“Sponsorships -events 3,051 total 3,051”
Form 990-ez, Part I, Line 10
“Class of activity: classroom supplies cash contribution: 16,000 relationship: educators at otes”
Form 990-ez, Part I, Line 16
“Expenses office supplies 3,200 apparel expense 3,709 staff appreciation 2,708 butterfly garden 2,122 other purchases 1,002 event expense 9,229 student playground 16,243 student technology 2,950 art fair 3,005 total 44,168”
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 Appendix168 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.
| Path | # | Value |
|---|---|---|
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| 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 | 69867 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 47727 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -22140 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 25703 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 69867 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 47727 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 61030 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 16000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 105241 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 69867 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 47727 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 69867 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 47727 |
| 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 | KELLIE BRAUN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | NICOLE HOLSTEIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ERIN WHIPPLE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ABBIE GREEMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | DEANNE CROSBY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | CHRISTINE SAMPIA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| 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/OtherExpensesTotalAmt | 0 | 44168 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 3051 |
| 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/PrintingPublicationsPostageAmt | 0 | 398 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 41160 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROGRAMS RELATED TO ACTIVITIES CARRIED ON FOR STUDENTS AND FACULTY OF OAK TRACE ELEMENTARY SCHOOL |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 16000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 86269 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 41112 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 19918 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | IN |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 86269 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 86269 |
| IRS990EZ/TotalRevenueAmt | 0 | 64129 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.OTESPTO.COM |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 6000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 9900 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 15900 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 105241 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 159222 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 129342 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 121530 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 107566 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 622901 |
| 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 | 638801 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 105241 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 159222 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 129342 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 127530 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 117466 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 638801 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 105241 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 159222 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 129342 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 127530 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 117466 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 638801 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 41112 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | FALL FUNDRAISER |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | SAVOR WESTFIELD |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 31080 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 22741 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 7209 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 61030 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 31080 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 22741 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 7209 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 61030 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 19918 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 3751 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 41112 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 4727 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 32634 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SPONSORSHIPS -EVENTS 3,051 TOTAL 3,051 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CLASS OF ACTIVITY: CLASSROOM SUPPLIES CASH CONTRIBUTION: 16,000 RELATIONSHIP: EDUCATORS AT OTES |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | EXPENSES OFFICE SUPPLIES 3,200 APPAREL EXPENSE 3,709 STAFF APPRECIATION 2,708 BUTTERFLY GARDEN 2,122 OTHER PURCHASES 1,002 EVENT EXPENSE 9,229 STUDENT PLAYGROUND 16,243 STUDENT TECHNOLOGY 2,950 ART FAIR 3,005 TOTAL 44,168 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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 III |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CHRISTINE SAMPIA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3373038309 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-05-12 |
| 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/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 | 2021-05-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOHN SCHAAF CPA |
| ReturnHeader/ReturnTs | 0 | 2021-05-15T16:41:42-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $47,727
- Liabilities
- -
- Net assets
- $47,727
- Revenue
- $64,129
- Expenses
- $86,269
- Net income
- -$22,140