Civic Intelligence

Otter Lake PTA

990EZ • Fiscal year 2024 • EIN 41-1617524

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 07, 2024

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

(612) 770-4098

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

24th percentile

-13%

Higher net margin than 24% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

38th percentile

-5.1%

Faster asset growth than 38% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-9.2%

Faster revenue growth than 35% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$82,635

Down $4,427 (-5.1%) from 2023

Net Assets

Down

$82,635

Down $4,427 (-5.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin24th percentile

Revenue

Down

$34,220

Down $3,456 (-9.2%) from 2023

Expenses

Up

$38,647

Up $9,519 (+33%) from 2023

Net Income

Down

-$4,427

Down $12,975 (-152%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2024

Assets$82,635
Liabilities$0
Net Assets$82,635
Open 2024 Filing

Operations Trend

Revenue Growth35th 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

2024

Revenue$34,220
Expenses$38,647
Net Income-$4,427
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 7, 2024
Return Version
2023v5.1
Gross Receipts
$48,644
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 Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angela SjostromPresident-$0--
Laura DiedrichTreasurer-$0--
Christina SchuldtCo-Treasurer-$0--
Kim LeeVice President-$0--
Cassie LydonSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$20,118$20,118$6,115$14,003
Fall Fund Raiser Cherry USA$7,277$7,277-$7,277
Total Events$39,601$39,601$11,278$28,323
Filing and Contact Details

Filer

Filer Name
Otter Lake Elementary School PTA
EIN
41-1617524
Phone
6127704098
Address
1401 County Road H2, White Bear Lake, MN 55110

Signing Officer

Name
Christina Schuldt
Title
Treasurer
Signed
2024-11-07
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 $4”

Other Expenses.1

“Misc. Expense $462”

Raw XML Appendix179 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/PersonNm0Christine Leick
IRS990EZ/BooksInCareOfDetail/PhoneNum06514816314
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01401 County Road H2
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0White Bear Lake
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt087062
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082635
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04938
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4427
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt038185
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087062
IRS990EZ/Form990TotalAssetsGrp/EOYAmt082635
IRS990EZ/FundraisingGrossIncomeAmt043151
IRS990EZ/GamingGrossIncomeAmt0271
IRS990EZ/GrossReceiptsAmt048644
IRS990EZ/GroupExemptionNum00870
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0280
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt087062
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082635
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Angela Sjostrom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Laura Diedrich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Christina Schuldt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kim Lee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Cassie Lydon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0462
IRS990EZ/OtherRevenueTotalAmt04
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/SpecialEventsDirectExpensesAmt014424
IRS990EZ/SpecialEventsNetIncomeLossAmt028998
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038647
IRS990EZ/TotalRevenueAmt034220
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04938
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06229
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07372
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04985
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032585
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt047861
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048022
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt066513
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030672
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0243591
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0276176
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052799
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039733
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055508
IRS990ScheduleA/Total509Grp/TotalAmt0276176
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052803
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt073885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt039735
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055508
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0276188
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011278
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Fund Raiser Cherry USA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020118
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012206
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039601
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020118
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012206
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039601
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028323
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05163
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011278
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06115
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest Income $4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Misc. Expense $462
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christina Schuldt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Otter Lake Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0OTTE
ReturnHeader/Filer/EIN0411617524
ReturnHeader/Filer/PhoneNum06127704098
ReturnHeader/Filer/USAddress/AddressLine1Txt01401 County Road H2
ReturnHeader/Filer/USAddress/CityNm0White Bear Lake
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-11-07T07:19:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,635
Liabilities
$0
Net assets
$82,635
Revenue
$34,220
Expenses
$38,647
Net income
-$4,427
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