Civic Intelligence

Lake Travis Middle School PTO

EIN 26-4610873 • 501(c)3 • Spicewood, TX

Profile

education support for 900+ students and faculty

4932 Bee Creek RoadSpicewood, TX 78669

www.ltmspto.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

35th percentile

-5.8%

Higher net margin than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

42nd percentile

-7.5%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

-3.5%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$27,601

Down $2,223 (-7.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$27,601

Down $2,223 (-7.5%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin35th percentile

Revenue

Down

$38,085

Down $1,374 (-3.5%) from 2024

Expenses

Up

$40,308

Up $8,542 (+27%) from 2024

Net Income

Down

-$2,223

Down $9,916 (-129%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2013: $28,639Liabilities 2013: $0Net Assets 2013: $28,6392013Assets 2014: $31,855Liabilities 2014: $0Net Assets 2014: $31,8552014Assets 2015: $49,981Liabilities 2015: $0Net Assets 2015: $49,9812015Assets 2016: $22,708Liabilities 2016: $0Net Assets 2016: $22,7082016Assets 2017: $43,308Liabilities 2017: $0Net Assets 2017: $43,3082017Assets 2018: $16,429Net Assets 2018: $16,4292018Assets 2019: $31,417Liabilities 2019: $0Net Assets 2019: $31,4172019Assets 2020: $31,991Liabilities 2020: $0Net Assets 2020: $31,9912020Assets 2021: $23,775Liabilities 2021: $0Net Assets 2021: $23,7752021Assets 2022: $20,975Liabilities 2022: $0Net Assets 2022: $20,9752022Assets 2023: $22,144Liabilities 2023: $0Net Assets 2023: $22,1442023Assets 2024: $29,824Liabilities 2024: $0Net Assets 2024: $29,8242024Assets 2025: $27,601Liabilities 2025: $0Net Assets 2025: $27,6012025

Highlighted filing

2025

Assets$27,601
Liabilities$0
Net Assets$27,601
Open 2025 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2013: $45,008Expenses 2013: $48,832Net Income 2013: -$3,8242013Revenue 2014: $44,413Expenses 2014: $41,197Net Income 2014: $3,2162014Revenue 2015: $44,526Expenses 2015: $26,400Net Income 2015: $18,1262015Revenue 2016: $44,015Expenses 2016: $71,288Net Income 2016: -$27,2732016Revenue 2017: $56,111Expenses 2017: $35,511Net Income 2017: $20,6002017Revenue 2018: $51,436Expenses 2018: $78,315Net Income 2018: -$26,8792018Revenue 2019: $61,751Expenses 2019: $46,763Net Income 2019: $14,9882019Revenue 2020: $29,521Expenses 2020: $28,947Net Income 2020: $5742020Revenue 2021: $11,322Expenses 2021: $20,985Net Income 2021: -$9,6632021Revenue 2022: $19,623Expenses 2022: $22,423Net Income 2022: -$2,8002022Revenue 2023: $22,636Expenses 2023: $21,467Net Income 2023: $1,1692023Revenue 2024: $39,459Expenses 2024: $31,766Net Income 2024: $7,6932024Revenue 2025: $38,085Expenses 2025: $40,308Net Income 2025: -$2,2232025

Highlighted filing

2025

Revenue$38,085
Expenses$40,308
Net Income-$2,223
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,601
Liabilities
$0
Net assets
$27,601
Revenue
$38,085
Expenses
$40,308
Net income
-$2,223
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$38.1$40.3$2.22
2024Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$39.5$31.8$7.69
2023Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$22.6$21.5$1.17
2022Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$19.6$22.4$2.80
2021Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$11.3$21.0$9.66
2020Detailed filing. Detailed filing data is available for this year.$32.0$0.00$32.0$29.5$28.9$0.57
2019Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$61.8$46.8$15.0
2018Detailed filing. Detailed filing data is available for this year.$16.4$16.4$51.4$78.3$26.9
2017Detailed filing. Detailed filing data is available for this year.$43.3$0.00$43.3$56.1$35.5$20.6
2016Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$44.0$71.3$27.3
2015Detailed filing. Detailed filing data is available for this year.$50.0$0.00$50.0$44.5$26.4$18.1
2014Detailed filing. Detailed filing data is available for this year.$31.9$0.00$31.9$44.4$41.2$3.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$0.00$28.6$45.0$48.8$3.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 25, 2025
Return Version
2024v5.0
Gross Receipts
$40,941
Mission and Program Overview

Mission

education support for 900+ students and faculty

Education Support for 900+ Students And Faculty.

Program Services

DescriptionGrantsExpenses
Provide 900+ Students with academic and personal enrichment activities, including character development, service opportunities, and grade level events.$0$18,638
Provide 80+ Teachers and Staff with classroom aids, staff development and appreciation activities.$0$11,669
Provide a campus of 900+ Students and faculty with campus and community benefits including technolgy upgrades, campus beautification, equipment for various departments, hospitality and newcomer welcome.$0$10,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy HankenPresidentPT$0--
Tish MojasVice President-$0--
Kristi WebberSecretary-$0--
Melanie LockhartTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Lake Travis Middle School Pto
EIN
26-4610873
Phone
5125336200
Address
4932 Bee Creek Road, Spicewood, TX 78669

Signing Officer

Name
Melanie Lockhart
Title
Treasurer
Phone
5125336200
Signed
2025-08-25
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Administrative and Supplies;1434|Insurance;499|Merchant Service Fees;925|Campus Request Expenses;7143|Grade Level Activities;11309|Program Expense;360|Staff Appreciation;18638^Total;40308^”

Raw XML Appendix178 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Melanie Lockhart
IRS990EZ/BooksInCareOfDetail/PhoneNum05125336200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04932 Bee Creek Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Spicewood
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078669
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029824
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027601
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt036267
IRS990EZ/CostOfGoodsSoldAmt02856
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2223
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029824
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027601
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01357
IRS990EZ/GrossReceiptsAmt040941
IRS990EZ/GrossSalesOfInventoryAmt04213
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0461
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029824
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027601
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029824
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027601
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amy Hanken
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tish Mojas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kristi Webber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melanie Lockhart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt040308
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Education Support for 900+ Students And Faculty.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide a campus of 900+ Students and faculty with campus and community benefits including technolgy upgrades, campus beautification, equipment for various departments, hospitality and newcomer welcome.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide 80+ Teachers and Staff with classroom aids, staff development and appreciation activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide 900+ Students with academic and personal enrichment activities, including character development, service opportunities, and grade level events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111669
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt218638
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt040308
IRS990EZ/TotalProgramServiceExpensesAmt040307
IRS990EZ/TotalRevenueAmt038085
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033437
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033072
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018698
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09704
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0108185
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0461
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0328
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07043
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08953
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04983
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt035905
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0461
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0328
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0800
IRS990ScheduleA/InvestmentIncomeCYPct00.00552
IRS990ScheduleA/InvestmentIncomePYPct00.0025
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99448
IRS990ScheduleA/PublicSupportPY509Pct00.9975
IRS990ScheduleA/PublicSupportTotal509Amt0144090
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025272
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt021626
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt014687
IRS990ScheduleA/Total509Grp/TotalAmt0144090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040941
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042353
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt025283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt021626
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt014687
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0144890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Administrative and Supplies;1434|Insurance;499|Merchant Service Fees;925|Campus Request Expenses;7143|Grade Level Activities;11309|Program Expense;360|Staff Appreciation;18638^Total;40308^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Melanie Lockhart
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05125336200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE TRAVIS MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0264610873
ReturnHeader/Filer/PhoneNum05125336200
ReturnHeader/Filer/USAddress/AddressLine1Txt04932 Bee Creek Road
ReturnHeader/Filer/USAddress/CityNm0Spicewood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078669
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-08-25T18:05:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits