Civic Intelligence

Lake Travis Middle School PTO

990EZ • Fiscal year 2018 • EIN 26-4610873

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 27, 2018

Organization Profilewww.ltmspto.org
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

Score unavailable

No value available

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

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

8th percentile

-52%

Higher net margin than 8% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

6th percentile

-62%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

36th percentile

-8.3%

Faster revenue growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$16,429

Down $26,879 (-62%) from 2017

Net Assets

Down

$16,429

Down $26,879 (-62%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$51,436

Down $4,675 (-8.3%) from 2017

Expenses

Up

$78,315

Up $42,804 (+121%) from 2017

Net Income

Down

-$26,879

Down $47,479 (-230%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

2018

Assets$16,429
Liabilities-
Net Assets$16,429
Open 2018 Filing

Operations Trend

Revenue Growth36th percentile

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

2018

Revenue$51,436
Expenses$78,315
Net Income-$26,879
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 27, 2018
Return Version
2017v2.2
Gross Receipts
$68,644
Mission and Program Overview

Mission

Education support for 800+ students and faculty

Education support for 1200+ students and faculty

Program Services

DescriptionGrantsExpenses
Provide a campus of 1200+ students and faculty with campus and community benefits including technology upgrades, campus beautification, equipment for various departments, hospitality, and newcomer welcome.-$47,409
Provide 1200+ students with academic and personal achievement enrichment activities, including character develpment, art materials, service opportunities, and grade level events.-$18,108
PROVIDE 60+ TEACHERS WITH CLASSROOM AIDS, STAFF DEVELOPMENT, AND APPRECIATION ACTIVITIES.-$9,658
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HALEY BRUSTPresidentPT$0--
KAREN LONGHENRYVice PresidentPT$0--
HILARY FILESTreasurerPT$0--
NADIA RUDYSecretaryPT$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
Hilary Files
Title
Treasurer
Phone
5125336200
Signed
2018-08-27

Preparer

Firm
Valerie I Dashtara CPA PLLC
Address
2121 Lohmans Crossing Rd Ste 504-35, Austin, TX 78734
Preparer
Valerie Dashtara
Phone
9179696688
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“School Supplies Income 13503.”

Form 990EZ, Part I, Line 16

“Bank Fees 919.”

Form 990EZ, Part I, Line 16

“Insurance 610.”

Form 990EZ, Part I, Line 16

“Office Supplies & Software 1055.”

Form 990EZ, Part I, Line 16

“Website 257.”

Form 990EZ, Part I, Line 16

“Program Service Expenses 75175.”

Raw XML Appendix163 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/PersonNm0HILARY FILES
IRS990EZ/BooksInCareOfDetail/PhoneNum09702670890
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011917 Lake Stone Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Austin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078738
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043308
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016429
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt031838
IRS990EZ/CostOfGoodsSoldAmt017208
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-26879
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043308
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016429
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-338
IRS990EZ/GrossReceiptsAmt068644
IRS990EZ/GrossSalesOfInventoryAmt016870
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt068
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06365
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043308
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016429
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043308
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016429
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HALEY BRUST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN LONGHENRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HILARY FILES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NADIA RUDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt078016
IRS990EZ/OtherRevenueTotalAmt013503
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education support for 1200+ students and faculty
IRS990EZ/PrintingPublicationsPostageAmt0299
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide a campus of 1200+ students and faculty with campus and community benefits including technology upgrades, campus beautification, equipment for various departments, hospitality, and newcomer welcome.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE 60+ TEACHERS WITH CLASSROOM AIDS, STAFF DEVELOPMENT, AND APPRECIATION ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide 1200+ students with academic and personal achievement enrichment activities, including character develpment, art materials, service opportunities, and grade level events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047409
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19658
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt218108
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078315
IRS990EZ/TotalProgramServiceExpensesAmt075175
IRS990EZ/TotalRevenueAmt051436
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.ltmspto.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038203
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt051110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt033500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034948
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt036017
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0193778
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030373
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt018687
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt021353
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019014
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt031114
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0120541
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt068
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0314319
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068576
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054853
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053962
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067131
IRS990ScheduleA/Total509Grp/TotalAmt0314319
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0314387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0School Supplies Income 13503.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fees 919.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 610.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Supplies & Software 1055.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Website 257.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Program Service Expenses 75175.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HILARY FILES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05125336200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-27
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/FilingSecurityInformation/AtSubmissionCreationDeviceId019FBFD1A117EE5282920678A0E5A0FC5A36FF65E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId019FBFD1A117EE5282920678A0E5A0FC5A36FF65E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.206.168.204
ReturnHeader/FilingSecurityInformation/IPDt02018-08-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:42:15
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Valerie I Dashtara CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02121 Lohmans Crossing Rd Ste 504-35
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078734
ReturnHeader/PreparerPersonGrp/PhoneNum09179696688
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VALERIE DASHTARA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-31T16:42:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,429
Liabilities
-
Net assets
$16,429
Revenue
$51,436
Expenses
$78,315
Net income
-$26,879
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