Civic Intelligence

Lee Elementary Parent Teacher Organization

990EZ • Fiscal year 2016 • EIN 20-3412311

Jun 01, 2015 to May 31, 2016 • Filed on Sep 22, 2016

Organization ProfileN/A
12900 West Little YorkHouston, TX 77041-4212

(713) 849-8281

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

53rd percentile

4.5%

Higher net margin than 53% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

61st percentile

8.5%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$13,331

Up $1,047 (+8.5%) from 2015

Net Assets

Up

$13,331

Up $1,047 (+8.5%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin53rd percentile

Revenue

Down

$23,231

Down $5,609 (-19%) from 2015

Expenses

Down

$22,184

Down $12,222 (-36%) from 2015

Net Income

Up

$1,047

Up $6,613 (+119%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$60K$40K$20K$0Assets 2011: $15,064Liabilities 2011: $02011Assets 2015: $12,284Liabilities 2015: $0Net Assets 2015: $12,2842015Assets 2016: $13,331Net Assets 2016: $13,3312016Assets 2017: $17,987Liabilities 2017: $0Net Assets 2017: $17,9872017Assets 2018: $24,282Liabilities 2018: $0Net Assets 2018: $24,2822018Assets 2019: $48,017Liabilities 2019: $0Net Assets 2019: $48,0172019

Highlighted filing

2016

Assets$13,331
Liabilities-
Net Assets$13,331
Open 2016 Filing

Operations Trend

Revenue Growth24th percentile

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

$40K$20K$0-$20KRevenue 2011: $19,852Expenses 2011: $36,166Net Income 2011: -$16,3142011Revenue 2015: $28,840Expenses 2015: $34,406Net Income 2015: -$5,5662015Revenue 2016: $23,231Expenses 2016: $22,184Net Income 2016: $1,0472016Revenue 2017: $20,506Expenses 2017: $15,009Net Income 2017: $5,4972017Revenue 2018: $13,612Expenses 2018: $7,317Net Income 2018: $6,2952018Revenue 2019: $38,512Expenses 2019: $14,777Net Income 2019: $23,7352019

Highlighted filing

2016

Revenue$23,231
Expenses$22,184
Net Income$1,047
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Sep 22, 2016
Return Version
2015v2.1
Gross Receipts
$53,257
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL AND CULTURAL SUPPORT AND ENCOURGAGE COMMUNITY INVOLVEMENT IN THE STUDENTS OF LEE ELEMENTARY SCHOOL, HOUSTON, TX$15,355$22,184
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER S KESSLERPresident-$0--
ANGELIA GUILLOTSecretary-$0--
KARINA TRUJILLOVP Membershi-$0--
WENDY KESSLERVP Fundraisi-$0--
MARIA SANCHEZFundraise Co-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$25,475$25,475$9,441$16,034
Spring Fundrais$19,491$19,491-$19,491
Total Events$44,966$44,966$26,856$18,110
Filing and Contact Details

Filer

Filer Name
Lee Elementary Parent Teacher
EIN
20-3412311
Phone
7138498281
Address
12900 WEST LITTLE YORK, HOUSTON, TX 77041-4212

Signing Officer

Name
Walter S Kessler
Title
President
Phone
7138498281
Signed
2016-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Reimer Mcguinness & Associates Pc
Address
6610 MALIBU DR, HOUSTON, TX 77092
Preparer
Merle Shefstad CPA
Phone
7135903000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 699 5th grade party 1,798 supplies 1,099 bank and credit card 152 student directories 202 storage 52 sales taxes 1,346 teacher appreciation 731 total 6,079”

Raw XML Appendix158 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0WALTER KESSLER
IRS990EZ/BooksInCareOfDetail/PhoneNum07138498281
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012900 WEST LITTLE YORK
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077041
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012284
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013331
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03839
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01047
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012284
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013331
IRS990EZ/FundraisingGrossIncomeAmt049418
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015355
IRS990EZ/GrossReceiptsAmt053257
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012284
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013331
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012284
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013331
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WALTER S KESSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGELIA GUILLOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KARINA TRUJILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WENDY KESSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIA SANCHEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FUNDRAISE CO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06079
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL AND CULTURAL SUPPORT AND ENCOURGAGE COMMUNITY INVOLVEMENT IN THE STUDENTS OF LEE ELEMENTARY SCHOOL, HOUSTON, TX
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015355
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022184
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030026
IRS990EZ/SpecialEventsNetIncomeLossAmt019392
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022184
IRS990EZ/TotalProgramServiceExpensesAmt022184
IRS990EZ/TotalRevenueAmt023231
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02764
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02831
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049418
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt055411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038469
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt033137
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021719
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0198154
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0213677
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053257
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059361
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt041233
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035276
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024550
IRS990ScheduleA/Total509Grp/TotalAmt0213677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt041233
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt035276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt024550
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0213677
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026856
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02020
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02020
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019491
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044966
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019491
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044966
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018110
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09441
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09441
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03482
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt011913
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt015395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 699 5TH GRADE PARTY 1,798 SUPPLIES 1,099 BANK AND CREDIT CARD 152 STUDENT DIRECTORIES 202 STORAGE 52 SALES TAXES 1,346 TEACHER APPRECIATION 731 TOTAL 6,079
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER S KESSLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07138498281
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE ELEMENTARY PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0LEEE
ReturnHeader/Filer/EIN0203412311
ReturnHeader/Filer/PhoneNum07138498281
ReturnHeader/Filer/USAddress/AddressLine1Txt012900 WEST LITTLE YORK
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770414212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205548240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REIMER MCGUINNESS & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06610 MALIBU DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077092
ReturnHeader/PreparerPersonGrp/PhoneNum07135903000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MERLE SHEFSTAD CPA
ReturnHeader/ReturnTs02016-10-16T14:58:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,331
Liabilities
-
Net assets
$13,331
Revenue
$23,231
Expenses
$22,184
Net income
$1,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$48.0$0.00$48.0$38.5$14.8$23.7
2018Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$13.6$7.32$6.30
2017Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$20.5$15.0$5.50
2016Detailed filing. Detailed filing data is available for this year.$13.3$13.3$23.2$22.2$1.05
2015Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$28.8$34.4$5.57
2011Summary only. Only limited summary data is available for this year.$15.1$0.00$19.9$36.2$16.3