Civic Intelligence

Lone Star Elementary Parent Teacher Association

990EZ • Fiscal year 2017 • EIN 36-4593880

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 12, 2017

Organization Profilewww.lsepta.com
16600 Fm 2854Montgomery, TX 77316

(303) 345-8198

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

7th percentile

-60%

Faster asset growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-21%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$11,555

Down $17,243 (-60%) from 2016

Net Assets

Down

$11,555

Down $17,243 (-60%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$78,479

Down $21,043 (-21%) from 2016

Expenses

Down

$95,722

Down $1,220 (-1.3%) from 2016

Net Income

Down

-$17,243

Down $19,823 (-768%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$80K$60K$40K$20K$0Assets 2013: $9,649Net Assets 2013: $9,6492013Assets 2014: $16,195Net Assets 2014: $16,1952014Assets 2015: $26,218Net Assets 2015: $26,2182015Assets 2016: $28,798Net Assets 2016: $28,7982016Assets 2017: $11,555Net Assets 2017: $11,5552017Assets 2018: $23,040Net Assets 2018: $23,0402018Assets 2019: $19,053Net Assets 2019: $19,0532019Assets 2020: $42,291Liabilities 2020: $0Net Assets 2020: $42,2912020Assets 2025: $73,686Liabilities 2025: $0Net Assets 2025: $73,6862025

Highlighted filing

2017

Assets$11,555
Liabilities-
Net Assets$11,555
Open 2017 Filing

Operations Trend

Revenue Growth22nd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2013: $57,925Expenses 2013: $55,103Net Income 2013: $2,8222013Revenue 2014: $62,274Expenses 2014: $55,728Net Income 2014: $6,5462014Revenue 2015: $67,883Expenses 2015: $57,860Net Income 2015: $10,0232015Revenue 2016: $99,522Expenses 2016: $96,942Net Income 2016: $2,5802016Revenue 2017: $78,479Expenses 2017: $95,722Net Income 2017: -$17,2432017Revenue 2018: $69,848Expenses 2018: $58,363Net Income 2018: $11,4852018Revenue 2019: $76,343Expenses 2019: $80,330Net Income 2019: -$3,9872019Revenue 2020: $56,246Expenses 2020: $33,008Net Income 2020: $23,2382020Revenue 2025: $150,277Expenses 2025: $161,616Net Income 2025: -$11,3392025

Highlighted filing

2017

Revenue$78,479
Expenses$95,722
Net Income-$17,243
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 12, 2017
Return Version
2016v3.0
Gross Receipts
$143,281
Mission and Program Overview

Mission

Support Teachers, Parents, Children of Lone Star Elementary

Program Services

DescriptionGrantsExpenses
School Donations - Classroom Equipment & Supplies, Playground Equipment$91,903-
Hospitality - Teacher Appreciation, Children's Programs$3,819-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gretchen WilliamsonPresidentPT$0--
Eric EvelandTreasurer-$0--
Christina SmalleyVice President-$0--
Natalie KelleyVice President-$0--
Sarah RheaSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$111,825$111,825$52,620$59,205
Total Events$111,825$111,825$52,696$59,129
Filing and Contact Details

Filer

Filer Name
Lone Star Elementary Parent Teacher Asso
EIN
36-4593880
Phone
3033458198
Address
16600 FM 2854, Montgomery, TX 77316

Signing Officer

Name
Gretchen Williamson
Title
President
Signed
2017-12-12
Discuss with paid preparer
Yes

Preparer

Firm
Eveland Business Services
Address
151 Del Monte Pines Drive, Montgomery, TX 77316
Preparer
Eric Eveland
Phone
3033458198
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $720”

Other Expenses.1

“Donation to Lone Star Elementa $75649”

Other Expenses.2

“Donation to Keenan Elementary $10000”

Other Expenses.3

“Teacher Appreciation Expense $3819”

Other Expenses.4

“Other Program Expenses $2958”

Other Expenses.5

“PTA Operation Expense $1931”

Other Expenses.6

“Bank and Credit Card Fees $420”

Raw XML Appendix180 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/PersonNm0Eric Eveland
IRS990EZ/BooksInCareOfDetail/PhoneNum03033458198
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016600 FM 2854
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Montgomery
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077316
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028798
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011555
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07049
IRS990EZ/CostOfGoodsSoldAmt012106
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17243
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028798
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011555
IRS990EZ/FundraisingGrossIncomeAmt0111825
IRS990EZ/GrossProfitLossSlsOfInvntryAmt010392
IRS990EZ/GrossReceiptsAmt0143281
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt022498
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01909
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028798
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011555
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028798
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011555
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gretchen Williamson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Eric Eveland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Christina Smalley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Natalie Kelley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sarah Rhea
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt095497
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Teachers, Parents, Children of Lone Star Elementary
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0School Donations - Classroom Equipment & Supplies, Playground Equipment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Hospitality - Teacher Appreciation, Children's Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt091903
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13819
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt052696
IRS990EZ/SpecialEventsNetIncomeLossAmt059129
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt095722
IRS990EZ/TotalProgramServiceExpensesAmt095722
IRS990EZ/TotalRevenueAmt078479
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.lsepta.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08958
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06011
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07441
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07439
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036076
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0134323
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0193283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0114512
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0111494
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0113716
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0667328
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0703404
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0143281
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0199510
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0120523
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0118935
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0121155
IRS990ScheduleA/Total509Grp/TotalAmt0703404
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0143281
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0199510
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0120523
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0118935
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0121155
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0703404
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt052696
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt076
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt076
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0111825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0111825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0111825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0111825
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt059129
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt052620
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt052620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Donation to Lone Star Elementa $75649
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Donation to Keenan Elementary $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Appreciation Expense $3819
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other Program Expenses $2958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA Operation Expense $1931
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank and Credit Card Fees $420
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gretchen Williamson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lone Star Elementary Parent Teacher Asso
ReturnHeader/Filer/BusinessNameControlTxt0LONE
ReturnHeader/Filer/EIN0364593880
ReturnHeader/Filer/PhoneNum03033458198
ReturnHeader/Filer/USAddress/AddressLine1Txt016600 FM 2854
ReturnHeader/Filer/USAddress/CityNm0Montgomery
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eveland Business Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0151 Del Monte Pines Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montgomery
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077316
ReturnHeader/PreparerPersonGrp/PhoneNum03033458198
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric Eveland
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-12-12T11:55:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,555
Liabilities
-
Net assets
$11,555
Revenue
$78,479
Expenses
$95,722
Net income
-$17,243
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.50$1.62$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.56$0.33$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.76$0.80$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.70$0.58$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.78$0.96$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.00$0.97$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.68$0.58$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.62$0.56$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.10$0.58$0.55$0.03