Civic Intelligence

Ostmann Elementary Parent Teacher Organization PTO

990EZ • Fiscal year 2014 • EIN 61-1412131

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 15, 2015

Organization ProfileN/A
200 Meriwether Lewis DrO Fallon, MO 63368

(636) 281-0304

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

7th percentile

-59%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

8th percentile

-53%

Faster asset growth than 8% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-35%

Faster revenue growth than 14% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$14,519

Down $16,526 (-53%) from 2013

Net Assets

Down

$14,519

Down $16,526 (-53%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Down

$27,921

Down $15,196 (-35%) from 2013

Expenses

Up

$44,447

Up $1,194 (+2.8%) from 2013

Net Income

Down

-$16,526

Down $16,390 (-12051%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$40K$30K$20K$10K$0Assets 2011: $27,446Liabilities 2011: $0Net Assets 2011: $27,4462011Assets 2012: $31,181Liabilities 2012: $0Net Assets 2012: $31,1812012Assets 2013: $31,045Liabilities 2013: $0Net Assets 2013: $31,0452013Assets 2014: $14,519Liabilities 2014: $0Net Assets 2014: $14,5192014Assets 2015: $17,878Liabilities 2015: $0Net Assets 2015: $17,8782015Assets 2016: $29,068Liabilities 2016: $02016Assets 2017: $24,489Liabilities 2017: $02017

Highlighted filing

2014

Assets$14,519
Liabilities$0
Net Assets$14,519
Open 2014 Filing

Operations Trend

Revenue Growth14th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $28,581Expenses 2011: $23,380Net Income 2011: $5,2012011Revenue 2012: $36,625Expenses 2012: $32,890Net Income 2012: $3,7352012Revenue 2013: $43,117Expenses 2013: $43,253Net Income 2013: -$1362013Revenue 2014: $27,921Expenses 2014: $44,447Net Income 2014: -$16,5262014Revenue 2015: $30,657Expenses 2015: $27,298Net Income 2015: $3,3592015Revenue 2016: $53,369Expenses 2016: $42,179Net Income 2016: $11,1902016Revenue 2017: $29,598Expenses 2017: $34,177Net Income 2017: -$4,5792017

Highlighted filing

2014

Revenue$27,921
Expenses$44,447
Net Income-$16,526
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 15, 2015
Return Version
2014v5.0
Gross Receipts
$27,921
Mission and Program Overview

Mission

Provide educational materials

Program Services

DescriptionGrantsExpenses
TO PROVIDE EDUCATIONAL MATERIALS AND OPPORTUNITIES TO STUDENTS TEACHERS STAFF--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI PORTERPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fund Raising----
Filing and Contact Details

Filer

Filer Name
Ostmann Elementary Parent Teacher Org
EIN
61-1412131
Address
200 MERIWETHER LEWIS DR, O Fallon, MO 63368

Signing Officer

Name
Misty Ostrem
Title
Treasurer
Phone
6362810304
Signed
2015-03-15
Discuss with paid preparer
No

Preparer

Firm
Thompson Financial Services Inc
Address
318 Mid Rivers Mall Drive, Saint Peters, MO 63376-1577
Preparer
Bruce
Phone
6362787778
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountASSEM 695BACK TO SCHOLL GIFT BREAKFAST 2,170FZ DONATIONS 122GRADE 691PPI 331PTO 1,465REBATE EXPENSE 61RECESS EQUIPMENT 1,000RED RIBBON 125SC FAIR 87SPIRIT WEAR EXP 3,278SPRING FUND EXP 425STAFF APPRECIATION 2,141STIPENDS 2,379FALL FUND EXP 7,474VET'S DAY 39PLAYGROUND 10,000HOLIDAY BREAKFAST AND GIFTS 131FAMILY FUND 420CLUB EXP 475CLUBS 272DRAMA CLUB EXP 50TECHNOLOGY 10,616”

Raw XML Appendix110 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LORI PORTER
IRS990EZ/BooksInCareOfDetail/PhoneNum06362810304
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 MERIWETHER LEWIS DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0O Fallon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063368
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031045
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014519
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16526
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031045
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014519
IRS990EZ/FundraisingGrossIncomeAmt027921
IRS990EZ/GrossReceiptsAmt027921
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031045
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014519
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031045
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014519
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI PORTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt044447
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL MATERIALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE EDUCATIONAL MATERIALS AND OPPORTUNITIES TO STUDENTS TEACHERS STAFF
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsNetIncomeLossAmt027921
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044447
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt027921
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUND RAISING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountASSEM 695BACK TO SCHOLL GIFT BREAKFAST 2,170FZ DONATIONS 122GRADE 691PPI 331PTO 1,465REBATE EXPENSE 61RECESS EQUIPMENT 1,000RED RIBBON 125SC FAIR 87SPIRIT WEAR EXP 3,278SPRING FUND EXP 425STAFF APPRECIATION 2,141STIPENDS 2,379FALL FUND EXP 7,474VET'S DAY 39PLAYGROUND 10,000HOLIDAY BREAKFAST AND GIFTS 131FAMILY FUND 420CLUB EXP 475CLUBS 272DRAMA CLUB EXP 50TECHNOLOGY 10,616
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MISTY OSTREM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06362810304
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSTMANN ELEMENTARY PARENT TEACHER ORG
ReturnHeader/Filer/BusinessNameControlTxt0OSTM
ReturnHeader/Filer/EIN0611412131
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 MERIWETHER LEWIS DR
ReturnHeader/Filer/USAddress/CityNm0O Fallon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063368
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371556043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thompson Financial Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0318 Mid Rivers Mall Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Peters
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0633761577
ReturnHeader/PreparerPersonGrp/PhoneNum06362787778
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE
ReturnHeader/ReturnTs02015-04-10T14:05:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,519
Liabilities
$0
Net assets
$14,519
Revenue
$27,921
Expenses
$44,447
Net income
-$16,526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Summary only. Only limited summary data is available for this year.$24.5$0.00$29.6$34.2$4.58
2016Summary only. Only limited summary data is available for this year.$29.1$0.00$53.4$42.2$11.2
2015Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$30.7$27.3$3.36
2014Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$27.9$44.4$16.5
2013Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$43.1$43.3$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.2$0.00$31.2$36.6$32.9$3.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.4$0.00$27.4$28.6$23.4$5.20