Civic Intelligence

Lake Travis Middle School PTO

990EZ • Fiscal year 2021 • EIN 26-4610873

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 20, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

8th percentile

-85%

Higher net margin than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

16th percentile

-26%

Faster asset growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-62%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$23,775

Down $8,216 (-26%) from 2020

Net Assets

Down

$23,775

Down $8,216 (-26%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$11,322

Down $18,199 (-62%) from 2020

Expenses

Down

$20,985

Down $7,962 (-28%) from 2020

Net Income

Down

-$9,663

Down $10,237 (-1783%) from 2020

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

2021

Assets$23,775
Liabilities$0
Net Assets$23,775

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

2021

Revenue$11,322
Expenses$20,985
Net Income-$9,663
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 20, 2021
Return Version
2020v4.0
Gross Receipts
$14,690
Mission and Program Overview

Mission

Education support for 800+ students and faculty

Program Services

DescriptionGrantsExpenses
Provide 900+ students with academic and personal achievement enrichment activities, including character development, art materials, service opportunities and grade level events.$0$8,204
Provide 70+ teachers with classroom aids, staff development and appreciation activities$0$7,407
Provides a campus of 800+ students and faculty with campus and community benefits including technology upgrades, campus beautification, equipment for various departments, hospitality and newcomer welcome.$0$3,872
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Freda CollierPresidentPT$0--
Crystal TurnerVice PresidentPT$0--
Muriel Ramirez-SalasTreasurerPT$0--
Aimee RieboldSecretaryPT$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
Muriel Ramirez-Salas
Title
Treasurer
Phone
5125336200
Signed
2021-09-20
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Description;Amount^School Supplies Income;2755|School Supplies Transaction Fees;128^Total;2883^

Form 990-EZ, Part I, Line 16

Description;Amount^Membership Toolkit Software;750|Insurance;525|Merchant Service Fees;162|Website;8|Campus Requests;3872|Grade Level Activities;8158|PTO Programs;45|Staff Related;7407^Total;20927^

Form 990-EZ, Part I, Line 20

Description;Amount^Prepaid Expenses;1120|Uncleared Check;327^Total;1447^

Raw XML Appendix187 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/PhoneNum05125336200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04932 Bee Creek Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Spicewood
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078669
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Muriel Ramirez-Salas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Aimee Riebold
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt01447
IRS990EZ/OtherExpensesTotalAmt020927
IRS990EZ/OtherRevenueTotalAmt02883
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Education support for 800+ students and faculty
IRS990EZ/PrintingPublicationsPostageAmt058
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provides a campus of 800+ students and faculty with campus and community benefits including technology upgrades, campus beautification, equipment for various departments, hospitality and newcomer welcome.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide 70+ teachers with classroom aids, staff development and appreciation activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide 900+ students with academic and personal achievement enrichment activities, including character development, art materials, service opportunities and grade level events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03872
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17407
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28204
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020985
IRS990EZ/TotalProgramServiceExpensesAmt019483
IRS990EZ/TotalRevenueAmt011322
IRS990EZ/TransactionWithControlEntInd00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.ltmspto.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09704
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt042428
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt038203
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt051110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0163335
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt052
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0129
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04983
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt091395
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0129
IRS990ScheduleA/InvestmentIncomeCYPct00.00051
IRS990ScheduleA/InvestmentIncomePYPct00.00044
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014687
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt068576
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069797
IRS990ScheduleA/Total509Grp/TotalAmt0254730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014687
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069797
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0254859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^School Supplies Income;2755|School Supplies Transaction Fees;128^Total;2883^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Membership Toolkit Software;750|Insurance;525|Merchant Service Fees;162|Website;8|Campus Requests;3872|Grade Level Activities;8158|PTO Programs;45|Staff Related;7407^Total;20927^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^Prepaid Expenses;1120|Uncleared Check;327^Total;1447^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Muriel Ramirez-Salas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05125336200
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-20
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/ReturnTs02021-10-10T15:19:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings