Nonprofit · EIN 35-2116360
OAK TRACE ELEMENTARY PARENT TEACHER ORGANIZATION INC
Tax-exempt · WESTFIELD, IN 46074
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $182,236 | $182,061 | $175 | $77,804 | $0 | $77,804 |
| June 30, 2024 | 990 | $152,444 | $175,227 | -$22,783 | $93,842 | $0 | $93,842 |
| June 30, 2023 | 990-EZ | $137,150 | $109,014 | $28,136 | $114,099 | – | $114,099 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $83,486
- Investment income
- $0
- Net income from fundraising events
- $59,700
- Other revenue
- $98,750
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $182,061
Balance sheet and other
- Total assets, start of year
- $93,842
- Total assets, end of year
- $77,804
- Total liabilities, end of year
- $0
- Net assets, end of year
- $77,804
- Net assets without donor restrictions
- $77,804
- Gross receipts
- $221,395
- Employees
- 0
- Year formed
- 2000
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALI COYNE | MEMBER AT LA Trustee or director | 5 | $0 |
| KELLY BRAUN | TREASURER Officer | 5 | $0 |
| JODI HARDT | SECRETARY Officer | 5 | $0 |
| KRISTY HUNTWORK | CO VP Officer | 5 | $0 |
| CHELSIE MARKLAND | CO VP Officer | 5 | $0 |
| DANIELLE PROSSER | PRESIDENT Officer | 5 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELLIE BRAUN | PRESIDENT Officer | 5 | $0 |
| ALI COYNE | PRESIDENT Officer | 5 | $0 |
| JODI HARDT | SECRETARY Officer | 5 | $0 |
| DANIELLE PROSSER | VICE PRESIDE Officer | 5 | $0 |
| CHRISTINE SAMPIA | TREASURER Officer | 5 | $0 |
990-EZ for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELLIE BRAUN | PRESIDENT | 5 | $0 |
| ALI COYNE | PRESIDENT | 5 | $0 |
| DANIELLE PROSSER | VICE PRESIDE | 5 | $0 |
| JODI HARDT | SECRETARY | 5 | $0 |
| CHRISTINE SAMPIA | TREASURER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 16504 OAK RIDGE RD, WESTFIELD, IN 46074-8777
- Principal officer (990 for 2024)
- KELLY BRAUN, 16504 OAK RIDGE ROAD, WESTFIELD, IN 46074
- Signed the 990
- KELLY BRAUN, TREASURER
- Phone
- (317) 852-7000
- Website
- WWW.OTESPTO.COM
- Return prepared by
- SCHAAF CPA GROUP LLC
Mission
TO PROMOTE THE WELFARE OF THE STUDENTS WHO ATTEND OAK TRACE ELEMENTARY SCHOOL AND TO BRING PARENTS AND FACULTY/STAFF TOGETHER TO BENEFIT THE STUDENTS.
Program accomplishments
- PROGRAMS RELATED TO ACTIVITIES CARRIED ON FOR STUDENTS AND FACULTY OF OAK TRACE ELEMENTARY SCHOOLExpenses $182,061
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 35-2116360
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $77,804
- Income (IRS master file)
- $221,395
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $182,236 | $182,061 | $77,804 | IRS |
| 990 | June 2024 | $152,444 | $175,227 | $93,842 | IRS |
| 990-EZ | June 2023 | $137,150 | $109,014 | $114,099 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-2116360).
Questions about OAK TRACE ELEMENTARY PARENT TEACHER ORGANIZATION INC
- What is the EIN of OAK TRACE ELEMENTARY PARENT TEACHER ORGANIZATION INC?
- The employer identification number (EIN) of OAK TRACE ELEMENTARY PARENT TEACHER ORGANIZATION INC is 35-2116360.
- Is OAK TRACE ELEMENTARY PARENT TEACHER ORGANIZATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to OAK TRACE ELEMENTARY PARENT TEACHER ORGANIZATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAK TRACE ELEMENTARY PARENT TEACHER ORGANIZATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OAK TRACE ELEMENTARY PARENT TEACHER ORGANIZATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAK TRACE ELEMENTARY PARENT TEACHER ORGANIZATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OAK TRACE ELEMENTARY PARENT TEACHER ORGANIZATION INC?
- The 990 for the year ended June 30, 2025 names KELLY BRAUN.
- Who are the officers and directors of OAK TRACE ELEMENTARY PARENT TEACHER ORGANIZATION INC?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does OAK TRACE ELEMENTARY PARENT TEACHER ORGANIZATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $182,236, expenses of $182,061 and total assets of $77,804 at year end.
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