Civic Intelligence

Otters Elementary PTO

990EZ • Fiscal year 2024 • EIN 41-1910529

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 13, 2024

2300 College WayFergus Falls, MN 56537

(612) 655-1056

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

40th percentile

-0.5%

Higher net margin than 40% 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

46th percentile

-0.4%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

43rd percentile

-2.3%

Faster revenue growth than 43% of similar nonprofits.

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

Assets

Down

$59,927

Down $235 (-0.4%) from 2023

Net Assets

Down

$59,927

Down $235 (-0.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$44,689

Down $1,043 (-2.3%) from 2023

Expenses

Down

$44,924

Down $6,423 (-13%) from 2023

Net Income

Up

-$235

Up $5,380 (+96%) from 2023

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2022: $65,777Net Assets 2022: $65,7772022Assets 2023: $60,162Net Assets 2023: $60,1622023Assets 2024: $59,927Net Assets 2024: $59,9272024Assets 2025: $78,801Net Assets 2025: $78,8012025

Highlighted filing

2024

Assets$59,927
Liabilities-
Net Assets$59,927

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2022: $39,363Expenses 2022: $43,990Net Income 2022: -$4,6272022Revenue 2023: $45,732Expenses 2023: $51,347Net Income 2023: -$5,6152023Revenue 2024: $44,689Expenses 2024: $44,924Net Income 2024: -$2352024Revenue 2025: $54,268Expenses 2025: $35,394Net Income 2025: $18,8742025

Highlighted filing

2024

Revenue$44,689
Expenses$44,924
Net Income-$235
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$89,744
Mission and Program Overview

Mission

To receive, hold, invest, and dispurse funds for the benefit of the elementary schools in isd#544. To use its assets toward furthering the objectives of the elementary schools of isd#544, the education of its students, the recreational needs of its students and purposes set forth in the articles of incorporation.

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT: PROVIDE FUNDS TO HELP ENRICH STUDENTS LITERACY, STEAM, AND CULTURAL GROWTH AND DEVELOPMENT.-$22,907
CLASSROOM SUPPORT: PROVIDE CLASSROOMS WITH SUPPLIES, EQUIPMENT AND SPACES THAT ENRICH LEARNING.-$18,441
RECOGNITION/OUTREACH: FUNDS PROVIDE STAFF AND STUDENTS TO SHOW APPRECIATION AS WELL AS PROVIDE FUNDS TO SUPPORT STUDENT OUTREACH EVENTS. OUTREACH PROGRAMS SUCH AS PRIDE NIGHT, KINDER TSHIRTS, AND DECORATIONS FOR FIRST DAY OF SCHOOL.-$2,265
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTIN CHRISTIANSONDirector-$0--
PARIS TURCHINDirector-$0--
TAMI HOYTPresident-$0--
HEIDI BOHANNANVice President-$0--
KIM EVERSONDirector-$0--
MICHELLE SHEARERSecretary-$0--
AMY ANDERSONDirector-$0--
BRITTNEY HOLMBURGTreasurer-$0--
AMERA NELSONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$76,982$76,982$38,580$38,402
Stumbeanos Coffee Sales$10,874$10,874$6,475$4,399
Total Events$87,856$87,856$45,055$42,801
Filing and Contact Details

Filer

Filer Name
Otters Elementary Pto
EIN
41-1910529
Phone
6126551056
Address
2300 COLLEGE WAY, FERGUS FALLS, MN 56537

Signing Officer

Name
Tami Hoyt
Title
President
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Swenson Saurer Gerber Anderson & Co
Address
122 North Court, Fergus Falls, MN 56538
Preparer
Jesse Mark
Phone
2187365618
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $34

Other Expenses.1012

Insurance $421

Other Expenses.1

Student enrichment $22907

Other Expenses.2

CLASSROOM SUPPORT $18441

Other Expenses.3

Recognition/outreach $2265

Other Expenses.4

BOARD T-SHIRTS $326

Other Expenses.5

CHILDCARE $180

Raw XML Appendix195 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $34
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDENT ENRICHMENT $22907
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASSROOM SUPPORT $18441
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMI HOYT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTTERS ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0OTTE
ReturnHeader/Filer/EIN0411910529
ReturnHeader/Filer/PhoneNum06126551056
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ReturnHeader/Filer/USAddress/CityNm0FERGUS FALLS
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ReturnHeader/PreparerPersonGrp/PhoneNum02187365618
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSE MARK
ReturnHeader/ReturnTs02024-11-13T13:44:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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