Civic Intelligence

Lake Travis Middle School PTO

990EZ • Fiscal year 2015 • EIN 26-4610873

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 13, 2015

4932 Bee Creek RoadSpicewood, TX 78669

(512) 533-6200

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

85th percentile

57%

Faster asset growth than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

49th percentile

0.3%

Faster revenue growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$49,981

Up $18,126 (+57%) from 2014

Net Assets

Up

$49,981

Up $18,126 (+57%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$44,526

Up $113 (+0.3%) from 2014

Expenses

Down

$26,400

Down $14,797 (-36%) from 2014

Net Income

Up

$18,126

Up $14,910 (+464%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$49,981
Liabilities$0
Net Assets$49,981

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$44,526
Expenses$26,400
Net Income$18,126
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 13, 2015
Return Version
2014v5.0
Gross Receipts
$53,962
Mission and Program Overview

Mission

Education support for 800+ students and faculty

education support for 900+ students and faculty

Program Services

DescriptionGrantsExpenses
Provide 900+ students with academic and personal achievement enrichment activities- including character education, art materials, service opportunities and grade level events$0$9,009
Provide a campus of 900+ students and faculty with campus and community benefits including technology upgrades, campus beautification, equipment for various departments, hospitality and newcomer welcome$0$8,000
Provide 55+ teachers with classroom aids, staff development and appreciation activities$0$7,084
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Courtney HeltonPresidentPT$0--
Stacy JespersenVice PresidentPT$0--
Christie LenamonTreasurerPT$0--
Emily LarcherSecretaryPT$0--
Shaeli Walton8th Grade Representative-$0--
Mary Pakarinen7th Grade Representative-$0--
Kim Yancey6th Grade Representative-$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
Christie Lenamon
Title
Treasurer
Phone
5125336200
Signed
2015-10-13
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Teacher Related;7085|Grade Level;9009|Campus Programs;1008|Other;2153|Classroom Expenses;2500|Wishlist;4492^Total;26247^

Raw XML Appendix188 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Christie Lenamon
IRS990EZ/BooksInCareOfDetail/PhoneNum05125336200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04932 Bee Creek Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Spicewood
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078669
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031855
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Courtney Helton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stacy Jespersen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Christie Lenamon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Emily Larcher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Shaeli Walton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mary Pakarinen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kim Yancey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt48th Grade Representative
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt57th Grade Representative
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt66th Grade Representative
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt026247
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0education support for 900+ students and faculty
IRS990EZ/PrintingPublicationsPostageAmt0153
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide a campus of 900+ students and faculty with campus and community benefits including technology upgrades, campus beautification, equipment for various departments, hospitality and newcomer welcome
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide 55+ teachers with classroom aids, staff development and appreciation activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide 900+ students with academic and personal achievement enrichment activities- including character education, art materials, service opportunities and grade level events
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17084
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29009
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt026400
IRS990EZ/TotalProgramServiceExpensesAmt024093
IRS990EZ/TotalRevenueAmt044526
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Organization
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.ltmspto.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034948
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036017
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032511
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031562
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0157542
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt019014
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031114
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt057074
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049197
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0201641
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0359183
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053962
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067131
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt089585
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt080759
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067746
IRS990ScheduleA/Total509Grp/TotalAmt0359183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053962
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt067131
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt089585
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080759
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067746
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0359183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Teacher Related;7085|Grade Level;9009|Campus Programs;1008|Other;2153|Classroom Expenses;2500|Wishlist;4492^Total;26247^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Christie Lenamon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05125336200
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-13
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/ReturnTs02015-10-13T14:00:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings