Civic Intelligence

Otter Lake PTA

990EZ • Fiscal year 2020 • EIN 41-1617524

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 10, 2020

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

(701) 330-0844

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

87th percentile

47%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

82nd percentile

62%

Faster asset growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-43%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$28,851

Up $11,033 (+62%) from 2019

Net Assets

Up

$28,851

Up $11,033 (+62%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin87th percentile

Revenue

Down

$23,342

Down $17,518 (-43%) from 2019

Expenses

Down

$12,309

Down $23,660 (-66%) from 2019

Net Income

Up

$11,033

Up $6,142 (+126%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2020

Assets$28,851
Liabilities$0
Net Assets$28,851
Open 2020 Filing

Operations Trend

Revenue Growth26th 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

2020

Revenue$23,342
Expenses$12,309
Net Income$11,033
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 10, 2020
Return Version
2019v5.0
Gross Receipts
$38,893
Mission and Program Overview

Mission

Support for the benefit of otter lake elementary school.

Program Services

DescriptionGrantsExpenses
ELEMENTARY SCHOOL SUPPORT-TECHNOLOGY, READING PROGRAMS, CLASSROOM SUPPORT, SPECIALIST SUPPORT.$779-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie LunstrumPresident-$0--
Erica JohnsonCo-Treasurer-$0--
Eun-Ju Julie KruseCo-Treasurer-$0--
Steve WrightVice President-$0--
Antonette AlexanderSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
FALL FUNDRAISER-Cherrydale$18,504$18,504$1,645$16,859
Bear Scare Run$6,486$6,486$4,448$2,038
Total Events$24,990$24,990$6,093$18,897
Filing and Contact Details

Filer

Filer Name
Otter Lake Elementary School PTA
EIN
41-1617524
Phone
7013300844
Address
1401 County Road H2, White Bear Lake, MN 55110

Signing Officer

Name
Erica Johnson
Title
Co-Treasurer
Signed
2020-09-10
Discuss with paid preparer
Yes

Preparer

Firm
Bertolas & Pekula LLC
Address
6575 141st Ave NW Ste 200, Ramsey, MN 55303
Preparer
Timothy Anderson
Phone
7634211819
Raw XML Appendix163 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/USAddress/CityNm0White Bear Lake
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055110
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Eun-Ju Julie Kruse
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Steve Wright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Antonette Alexander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT FOR THE BENEFIT OF OTTER LAKE ELEMENTARY SCHOOL.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0779
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015551
IRS990EZ/SpecialEventsNetIncomeLossAmt018169
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012309
IRS990EZ/TotalProgramServiceExpensesAmt0779
IRS990EZ/TotalRevenueAmt023342
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04985
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt057934
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt092597
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0325277
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Bear Scare Run
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ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Erica Johnson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Otter Lake Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0OTTE
ReturnHeader/Filer/EIN0411617524
ReturnHeader/Filer/PhoneNum07013300844
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 Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ramsey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055303
ReturnHeader/PreparerPersonGrp/PhoneNum07634211819
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy Anderson
ReturnHeader/ReturnTs02020-09-10T08:24:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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.

Open filing
Assets
$28,851
Liabilities
$0
Net assets
$28,851
Revenue
$23,342
Expenses
$12,309
Net income
$11,033
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