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 2021 • 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
81st percentile
Higher net margin than 81% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
87th percentile
Faster asset growth than 87% of similar nonprofits.
Revenue Growth
55th percentile
Faster revenue growth than 55% of similar nonprofits.
Balance Sheet
Assets
Up$86,514
Up $38,787 (+81%) from 2020
Net Assets
Up$86,514
Up $38,787 (+81%) from 2020
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$70,467
Up $6,338 (+9.9%) from 2020
Expenses
Down$42,901
Down $43,368 (-50%) from 2020
Net Income
Up$27,566
Up $49,706 (+225%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2020 to Jun 30, 2021
- Signed
- May 16, 2022
- Return Version
- 2020v4.0
- Gross Receipts
- $108,400
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 | $10,000 | $42,901 |
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 | $30,603 | $30,603 | $4,713 | $25,890 |
| Boy Scouts | $27,837 | $27,837 | $33,053 | $-5,216 |
| Total Events | $58,440 | $58,440 | $37,766 | $20,674 |
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
- 2022-05-16
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 28,813 total 28,813”
Form 990-ez, Part I, Line 10
“Class of activity: classroom supplies cash contribution: 10,000 relationship: educators at otes”
Form 990-ez, Part I, Line 16
“Expenses office supplies 5,990 apparel expense 1,740 insurance 395 staff appreciation 9,490 butterfly garden 50 event expense 11,315 library expense 2,301 hospitality 143 art fair 929 total 32,353”
Form 990-ez, Part I, Line 20
“OTHER INCREASES 11,221”
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 Appendix173 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 |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | KELLIE BRAUN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | NICOLE HOLSTEIN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | ERIN WHIPPLE |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | ABBIE GREEMAN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 4 | DEANNE CROSBY |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 5 | CHRISTINE SAMPIA |
| 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 | 47727 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 86514 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 27566 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 47727 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 86514 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 63432 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 10000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 108400 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 47727 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 86514 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 47727 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 86514 |
| 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/OtherChangesInNetAssetsAmt | 0 | 11221 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 32353 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 28813 |
| 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 | 548 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 16155 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROGRAMS RELATED TO ACTIVITIES CARRIED ON FOR STUDENTS AND FACULTY OF OAK TRACE ELEMENTARY SCHOOL |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 10000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 42901 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 37933 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 25499 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | IN |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 42901 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 42901 |
| IRS990EZ/TotalRevenueAmt | 0 | 70467 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.OTESPTO.COM |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 6000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 6000 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 108400 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 105241 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 159222 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 129342 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 121530 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 623735 |
| 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 | 629735 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 108400 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 105241 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 159222 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 129342 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 127530 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 629735 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 108400 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 105241 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 159222 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 129342 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 127530 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 629735 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 37766 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | FALL FUNDRAISER |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | BOY SCOUTS |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 30603 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 27837 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 58440 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 30603 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 27837 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 58440 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 20674 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 37766 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 4713 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 33053 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SPONSORSHIPS -EVENTS 28,813 TOTAL 28,813 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CLASS OF ACTIVITY: CLASSROOM SUPPLIES CASH CONTRIBUTION: 10,000 RELATIONSHIP: EDUCATORS AT OTES |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | EXPENSES OFFICE SUPPLIES 5,990 APPAREL EXPENSE 1,740 INSURANCE 395 STAFF APPRECIATION 9,490 BUTTERFLY GARDEN 50 EVENT EXPENSE 11,315 LIBRARY EXPENSE 2,301 HOSPITALITY 143 ART FAIR 929 TOTAL 32,353 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | OTHER INCREASES 11,221 |
| 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 | 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 | 2022-05-16 |
| 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 | 2022-05-16 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOHN SCHAAF CPA |
| ReturnHeader/ReturnTs | 0 | 2022-05-16T11:52:47-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | CHRISTINE |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | SAMPIA |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-06-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $86,514
- Liabilities
- -
- Net assets
- $86,514
- Revenue
- $70,467
- Expenses
- $42,901
- Net income
- $27,566