Civic Intelligence

Otter Lake PTA

990EZ • Fiscal year 2021 • EIN 41-1617524

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 17, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

85th percentile

46%

Higher net margin than 85% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

82nd percentile

55%

Faster asset growth than 82% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

46%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$44,623

Up $15,772 (+55%) from 2020

Net Assets

Up

$44,623

Up $15,772 (+55%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin85th percentile

Revenue

Up

$34,111

Up $10,769 (+46%) from 2020

Expenses

Up

$18,339

Up $6,030 (+49%) from 2020

Net Income

Up

$15,772

Up $4,739 (+43%) from 2020

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

2021

Assets$44,623
Liabilities$0
Net Assets$44,623
Open 2021 Filing

Operations Trend

Revenue Growth74th 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

2021

Revenue$34,111
Expenses$18,339
Net Income$15,772
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 17, 2021
Return Version
2020v4.0
Gross Receipts
$39,736
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.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie LunstrumPresident-$0--
Erica JohnsonCo-Treasurer-$0--
Rick RuaneCo-Treasurer-$0--
Steve WrightVice President-$0--
Anna SmithSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundraiser - Read A Thon$20,012$20,012$1,496$18,516
Total Events$20,012$20,012$1,496$18,516
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
2021-08-17
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
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Interest Income $2”

Raw XML Appendix169 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/OfficerDirectorTrusteeEmplGrp/PersonNm2Rick Ruane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Steve Wright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Anna Smith
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/OtherRevenueTotalAmt02
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05625
IRS990EZ/SpecialEventsNetIncomeLossAmt024890
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018339
IRS990EZ/TotalRevenueAmt034111
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09061
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030672
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt065250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt080483
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt065567
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0292495
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0391670
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest Income $2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Erica Johnson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-17
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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ramsey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055303
ReturnHeader/PreparerPersonGrp/PhoneNum07634211819
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy Anderson
ReturnHeader/ReturnTs02021-08-17T15:10:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Erica
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Johnson
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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.

Open filing
Assets
$44,623
Liabilities
$0
Net assets
$44,623
Revenue
$34,111
Expenses
$18,339
Net income
$15,772
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