Civic Intelligence

Otters Elementary PTO

990EZ • Fiscal year 2023 • EIN 41-1910529

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 16, 2024

919 Northern AveFergus 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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

25th percentile

-12%

Higher net margin than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-8.5%

Faster asset growth than 34% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

16%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$60,162

Down $5,615 (-8.5%) from 2022

Net Assets

Down

$60,162

Down $5,615 (-8.5%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$45,732

Up $6,369 (+16%) from 2022

Expenses

Up

$51,347

Up $7,357 (+17%) from 2022

Net Income

Down

-$5,615

Down $988 (-21%) from 2022

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

2023

Assets$60,162
Liabilities-
Net Assets$60,162

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

2023

Revenue$45,732
Expenses$51,347
Net Income-$5,615
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 16, 2024
Return Version
2022v5.0
Gross Receipts
$91,852
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
CLASSROOM SUPPORT: PROVIDE CLASSROOMS WITH SUPPLIES, EQUIPMENT AND SPACES THAT ENRICH LEARNING.-$33,397
STUDENT ENRICHMENT: PROVIDE FUNDS TO HELP ENRICH STUDENTS LITERACY, STEAM, AND CULTURAL GROWTH AND DEVELOPMENT.-$13,679
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.-$3,534
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNA NOLANDPresident-$0--
KYLENE JOHNSONVice President-$0--
TAMI HOYTTreasurer-$0--
HEIDI BOHANNANDirector-$0--
KIM EVERSONDirector-$0--
MICHELLE SHEARERSecretary-$0--
AMY ANDERSONSecretary-$0--
BRITTNEY HOLMBURGDirector-$0--
AMERA NELSONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$82,111$82,111$40,865$41,246
Stumbeanos Coffee Sales$8,175$8,175$5,255$2,920
Total Events$90,286$90,286$46,120$44,166
Filing and Contact Details

Filer

Filer Name
Otters Elementary Pto
EIN
41-1910529
Phone
6126551056
Address
919 NORTHERN AVE, FERGUS FALLS, MN 56537

Signing Officer

Name
Tami Hoyt
Title
Treasurer
Signed
2024-01-16
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 $13

Other Expenses.1012

Insurance $349

Other Expenses.1

CLASSROOM SUPPORT $33397

Other Expenses.2

Student enrichment $13679

Other Expenses.3

Recognition/outreach $3534

Raw XML Appendix190 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 $13
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASSROOM SUPPORT $33397
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-16
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ReturnHeader/Filer/EIN0411910529
ReturnHeader/Filer/PhoneNum06126551056
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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