Otter Lake PTA

990EZ • Fiscal year 2013 • EIN 41-1617524

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 15, 2013

Organization Profile N/A

1401 County Road H2White Bear Lk, MN 55110

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-1.7%

Higher net margin than 37% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-4.6%

Faster asset growth than 36% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

24%

Faster revenue growth than 74% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$16,644

Down $803 (-4.6%) from 2012

Net Assets

Down

$16,644

Down $803 (-4.6%) from 2012

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin37th percentile

Revenue

$48,602

Up $9,266 (+24%) from 2012

Expenses

$49,405

Up $8,423 (+21%) from 2012

Net Income

-$803

Up $843 (+51%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

Highlighted filing

2013

Assets$16,644

Liabilities$0

Net Assets$16,644

Open 2013 Filing

Operations Trend

Revenue Growth74th percentile

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

Highlighted filing

2013

Revenue$48,602

Expenses$49,405

Net Income-$803

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Jan 15, 2013
Return Version: 2012v2.3

Mission and Program Overview

Mission

Support for the benefit of otter lake elementary school.

Filing and Contact Details

Filer

EIN: 41-1617524

Raw XML Appendix154 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/Compensation/PersonName	0	CHERYL CARLSON
CompensationExplanation/Compensation/PersonName	1	KELLEY WALHOF
CompensationExplanation/Compensation/PersonName	2	MOLLY BARTH
CompensationExplanation/Compensation/PersonName	3	KIM STOUT
IRS990EZ/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	17447
IRS990EZ/CashSavingsAndInvestments/EOY	0	16644
IRS990EZ/ContributionsGiftsGrantsEtc	0	2580
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	-803
IRS990EZ/FeesAndOthPymtToIndContractors	0	575
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/FundraisingGrossIncome	0	67787
IRS990EZ/GrossReceipts	0	71314
IRS990EZ/GroupExemptionNumber	0	0870
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	17447
IRS990EZ/NetAssetsOrFundBalancesBOY	0	17447
IRS990EZ/NetAssetsOrFundBalances/EOY	0	16644
IRS990EZ/NetAssetsOrFundBalancesEOY	0	16644
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	3.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	3.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	3.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	CHERYL CARLSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	KELLEY WALHOF
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	MOLLY BARTH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	KIM STOUT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	VICE PRES.
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	SECRETARY
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherExpensesTotal	0	48830
IRS990EZ/OtherRevenueTotal	0	947
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	SUPPORT FOR THE BENEFIT OF THE OTTER LAKE ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	ELEMENTARY SCHOOL SUPPORT-MEDIA, READING PROGRAMS, CLASSROOM SUPPORT, SPECIALIST SUPPORT
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	48805
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	22712
IRS990EZ/SpecialEventsNetIncomeLoss	0	45075
IRS990EZ/StatesWhereCopyOfReturnIsFiled	0	MN
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	2207 DEER PASS TRAIL
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	LINO LAKES
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	MN
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	55110
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	MOLLY BARTH
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	6512063866
IRS990EZ/TotalAssets/BOY	0	17447
IRS990EZ/TotalAssets/EOY	0	16644
IRS990EZ/TotalExpenses	0	49405
IRS990EZ/TotalProgramServiceExpenses	0	48805
IRS990EZ/TotalRevenue	0	48602
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	2580
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year	0	5990
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years	0	551
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years	0	965
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	10086
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear	0	68734
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year	0	64160
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years	0	70609
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years	0	63873
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years	0	70556
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total	0	337932
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus2Years	0	15
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total	0	15
IRS990ScheduleA/InvestmentIncomePercentage	0	0.00000
IRS990ScheduleA/PriorYearSupportPercentage	0	1.00000
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	1.00000
IRS990ScheduleA/PublicSupportTotal509	0	348033
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
IRS990ScheduleA/Total509/CurrentTaxYear	0	71314
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year	0	70150
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years	0	71175
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years	0	64838
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years	0	70556
IRS990ScheduleA/Total509/Total	0	348033
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear	0	71314
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year	0	70150
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years	0	71175
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years	0	64838
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years	0	70556
IRS990ScheduleA/TotalSupportTotal/Total	0	348033
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents	0	18007
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1	0	41608
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2	0	16594
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal	0	58202
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1	0	41608
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2	0	16594
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents	0	58202
IRS990ScheduleG/EventsInformation/NameOfEvent1	0	SALLY FOSTER FU
IRS990ScheduleG/EventsInformation/NameOfEvent2	0	CARNIVAL
IRS990ScheduleG/EventsInformation/NetIncomeSummary	0	40195
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1	0	18007
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents	0	18007
IRS990ScheduleO/GeneralExplanation/Explanation	0	CLOTHING SALES 947 TOTAL 947
IRS990ScheduleO/GeneralExplanation/Explanation	1	EXPENSES INSURANCE 115 5TH GRADE GRADUATION 616 ART ADVENTURE 514 ART IN THE CLASSROOM 1,766 ASHLAND PRODUCTIONS 2,470 BANK FEES 242 BOOK FAIR PASS THROUGH 3,599 CLASSROOM/STAFF SUPPORT 8,069 CONSTANT CONTACT 252 ENRICHMENT 755 LEARNING SKILLS 300 MUSIC 481 NURSE 120 PATROLS 500 PHYSICAL EDUCATION 357 PSYCHOLOGIST 75 PTA EXPENSE 935 SCHOLARSHIPS 150 SPECIAL EDUCATION 171 TAMARACK KICKOFF 2,051 TAXES/FEES 50 TECHNOLOGY 25,000 WORLD LANGUAGE 242 TOTAL 48,830
IRS990ScheduleO/GeneralExplanation/Identifier	0	OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier	1	OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	411617524
ReturnHeader/Filer/Name/BusinessNameLine1	0	OTTER LAKE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/Name/BusinessNameLine2	0	C/O MOLLY BARTH
ReturnHeader/Filer/NameControl	0	OTTE
ReturnHeader/Filer/USAddress/AddressLine1	0	1401 COUNTY ROAD H2
ReturnHeader/Filer/USAddress/City	0	WHITE BEAR LAKE
ReturnHeader/Filer/USAddress/State	0	MN
ReturnHeader/Filer/USAddress/ZIPCode	0	55110
ReturnHeader/Officer/AuthorizeThirdParty	0	false
ReturnHeader/Officer/DateSigned	0	2013-01-15
ReturnHeader/Officer/Name	0	MOLLY BARTH
ReturnHeader/Officer/Title	0	TREASURER
ReturnHeader/Preparer/DatePrepared	0	2014-01-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	BOYUM & BARENSCHEER PLLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	3050 METRO DR STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	MINNEAPOLIS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	554251515
ReturnHeader/Preparer/Name	0	RICK R STOUT
ReturnHeader/Preparer/Phone	0	9528544244
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-01-15T11:38:35-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $16,644
Liabilities: $0
Net assets: $16,644
Revenue: $48,602
Expenses: $49,405
Net income: -$803

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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