Civic Intelligence

Otter Lake PTA

990EZ • Fiscal year 2016 • EIN 41-1617524

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 29, 2016

Organization ProfileN/A
1401 County Road H2White Bear Lake, MN 55110

(651) 206-3866

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

44th percentile

0.6%

Higher net margin than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

49th percentile

1.3%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

56th percentile

4.4%

Faster revenue growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$16,697

Up $221 (+1.3%) from 2015

Net Assets

Up

$16,697

Up $221 (+1.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Up

$39,446

Up $1,674 (+4.4%) from 2015

Expenses

Down

$39,225

Down $226 (-0.6%) from 2015

Net Income

Up

$221

Up $1,900 (+113%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2012: $17,447Net Assets 2012: $17,4472012Assets 2013: $16,644Liabilities 2013: $0Net Assets 2013: $16,6442013Assets 2014: $18,155Liabilities 2014: $0Net Assets 2014: $18,1552014Assets 2015: $16,476Liabilities 2015: $0Net Assets 2015: $16,4762015Assets 2016: $16,697Liabilities 2016: $0Net Assets 2016: $16,6972016Assets 2017: $37,762Liabilities 2017: $0Net Assets 2017: $37,7622017Assets 2018: $12,927Liabilities 2018: $0Net Assets 2018: $12,9272018Assets 2019: $17,818Liabilities 2019: $0Net Assets 2019: $17,8182019Assets 2020: $28,851Liabilities 2020: $0Net Assets 2020: $28,8512020Assets 2021: $44,623Liabilities 2021: $0Net Assets 2021: $44,6232021Assets 2022: $78,863Liabilities 2022: $349Net Assets 2022: $78,5142022Assets 2023: $87,062Liabilities 2023: $0Net Assets 2023: $87,0622023Assets 2024: $82,635Liabilities 2024: $0Net Assets 2024: $82,6352024Assets 2025: $64,560Net Assets 2025: $64,5602025

Highlighted filing

2016

Assets$16,697
Liabilities$0
Net Assets$16,697
Open 2016 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $39,336Expenses 2012: $40,982Net Income 2012: -$1,6462012Revenue 2013: $48,602Expenses 2013: $49,405Net Income 2013: -$8032013Revenue 2014: $45,756Expenses 2014: $44,245Net Income 2014: $1,5112014Revenue 2015: $37,772Expenses 2015: $39,451Net Income 2015: -$1,6792015Revenue 2016: $39,446Expenses 2016: $39,225Net Income 2016: $2212016Revenue 2017: $58,513Expenses 2017: $37,448Net Income 2017: $21,0652017Revenue 2018: $77,741Expenses 2018: $102,576Net Income 2018: -$24,8352018Revenue 2019: $40,860Expenses 2019: $35,969Net Income 2019: $4,8912019Revenue 2020: $23,342Expenses 2020: $12,309Net Income 2020: $11,0332020Revenue 2021: $34,111Expenses 2021: $18,339Net Income 2021: $15,7722021Revenue 2022: $56,144Expenses 2022: $22,253Net Income 2022: $33,8912022Revenue 2023: $37,676Expenses 2023: $29,128Net Income 2023: $8,5482023Revenue 2024: $34,220Expenses 2024: $38,647Net Income 2024: -$4,4272024Revenue 2025: $34,639Expenses 2025: $52,714Net Income 2025: -$18,0752025

Highlighted filing

2016

Revenue$39,446
Expenses$39,225
Net Income$221
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 29, 2016
Return Version
2015v2.1
Gross Receipts
$65,939
Mission and Program Overview

Mission

Support for the benefit of otter lake elementary school.

Support for the benefit of otter lake elementary school

Program Services

DescriptionGrantsExpenses
ELEMENTARY SCHOOL SUPPORT - TECHNOLOGY, READING PROGRAMS, CLASSROOM SUPPORT, SPECIALIST SUPPORT-$36,517
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOY VANDER HEIDENTreasurer-$0--
DANIELLE JOHNSONTreasurer-$0--
ELLEN MARUYAMAPresident-$0--
KASMYNN CESSNAVice Preside-$0--
JEN MAAHSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$38,029$38,029$19,374$18,655
Carnival$24,005$24,005$7,119$16,886
Total Events$62,034$62,034$26,493$35,541
Filing and Contact Details

Filer

Filer Name
Otter Lake Elementary School Pta
EIN
41-1617524
Phone
6512063866
Address
1401 COUNTY ROAD H2, WHITE BEAR LAKE, MN 55110

Signing Officer

Name
Jen Maahs
Title
Secretary
Phone
6512063866
Signed
2016-09-29

Preparer

Firm
Bertolas & Pekula LLC
Address
6575 141ST AVE NW, RAMSEY, MN 55303
Preparer
Derek Bertolas
Phone
7634211819
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses technology 17,000 insurance 115 bank fees 75 classroom expenses 19,517 pta expenses 2,018 total 38,725”

Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JEN MAAHS
IRS990EZ/BooksInCareOfDetail/PhoneNum06512063866
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01401 COUNTY RD H2
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITE BEAR LAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016476
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016697
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02485
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0221
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016476
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016697
IRS990EZ/FundraisingGrossIncomeAmt063173
IRS990EZ/GrossReceiptsAmt065939
IRS990EZ/GroupExemptionNum00870
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0281
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016476
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016697
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016476
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016697
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOY VANDER HEIDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIELLE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELLEN MARUYAMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KASMYNN CESSNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEN MAAHS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038725
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT FOR THE BENEFIT OF OTTER LAKE ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ELEMENTARY SCHOOL SUPPORT - TECHNOLOGY, READING PROGRAMS, CLASSROOM SUPPORT, SPECIALIST SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036517
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026493
IRS990EZ/SpecialEventsNetIncomeLossAmt036680
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039225
IRS990EZ/TotalProgramServiceExpensesAmt036517
IRS990EZ/TotalRevenueAmt039446
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01447
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05990
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt059438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt075517
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068734
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt064160
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0331303
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0347276
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065939
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078988
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071314
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt070150
IRS990ScheduleA/Total509Grp/TotalAmt0347276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065939
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt078988
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071314
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt070150
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0347276
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026493
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038029
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062034
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038029
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062034
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035541
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026493
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019374
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TECHNOLOGY 17,000 INSURANCE 115 BANK FEES 75 CLASSROOM EXPENSES 19,517 PTA EXPENSES 2,018 TOTAL 38,725
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEN MAAHS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06512063866
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTTER LAKE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0OTTE
ReturnHeader/Filer/EIN0411617524
ReturnHeader/Filer/PhoneNum06512063866
ReturnHeader/Filer/USAddress/AddressLine1Txt01401 COUNTY ROAD H2
ReturnHeader/Filer/USAddress/CityNm0WHITE BEAR LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411953906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERTOLAS & PEKULA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06575 141ST AVE NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RAMSEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055303
ReturnHeader/PreparerPersonGrp/PhoneNum07634211819
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEREK BERTOLAS
ReturnHeader/ReturnTs02016-09-29T11:29:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,697
Liabilities
$0
Net assets
$16,697
Revenue
$39,446
Expenses
$39,225
Net income
$221
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.35$0.53$0.18
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.34$0.39$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.38$0.29$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.56$0.22$0.34
2021Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.34$0.18$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.23$0.12$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.41$0.36$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.78$1.03$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.59$0.37$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.39$0.39$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.38$0.39$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.46$0.44$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$0.49$0.49$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.17$0.39$0.41$0.02