Civic Intelligence

Lake Travis Elementary Parent Teacher Association

990EZ • Fiscal year 2015 • EIN 51-0160036

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

Organization ProfileN/A
15303 Kollmeyer DriveAustin, TX 78734

(512) 533-6300

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

14th percentile

-25%

Higher net margin than 14% 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

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

62nd percentile

9.1%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$36,969

Down $10,509 (-22%) from 2014

Net Assets

$36,969

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin14th percentile

Revenue

Up

$41,949

Up $3,495 (+9.1%) from 2014

Expenses

Down

$52,323

Down $1,414 (-2.6%) from 2014

Net Income

Up

-$10,374

Up $4,909 (+32%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$100K$50K$0-$50KAssets 2011: $35,609Liabilities 2011: $02011Assets 2012: $58,602Liabilities 2012: $02012Assets 2013: $63,308Liabilities 2013: $02013Assets 2014: $47,478Liabilities 2014: $02014Assets 2015: $36,969Liabilities 2015: $0Net Assets 2015: $36,9692015Assets 2016: $27,331Liabilities 2016: $0Net Assets 2016: $27,3312016Assets 2017: $43,548Liabilities 2017: $211Net Assets 2017: $43,3372017Assets 2018: $33,487Liabilities 2018: $0Net Assets 2018: $33,4872018Assets 2019: $59,432Liabilities 2019: $0Net Assets 2019: $59,4322019Assets 2020: $60,012Liabilities 2020: $0Net Assets 2020: $60,0122020Assets 2021: $31,856Liabilities 2021: $0Net Assets 2021: $31,8562021Assets 2022: $16,502Liabilities 2022: $0Net Assets 2022: $16,5022022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: -$26,8622023Assets 2024: $15,534Liabilities 2024: $15,534Net Assets 2024: -$8,5282024Assets 2025: $91,428Net Assets 2025: $91,4282025

Highlighted filing

2015

Assets$36,969
Liabilities$0
Net Assets$36,969
Open 2015 Filing

Operations Trend

Revenue Growth62nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $49,602Expenses 2011: $65,259Net Income 2011: -$15,6572011Revenue 2012: $52,580Expenses 2012: $29,042Net Income 2012: $23,5382012Revenue 2013: $45,935Expenses 2013: $44,018Net Income 2013: $1,9172013Revenue 2014: $38,454Expenses 2014: $53,737Net Income 2014: -$15,2832014Revenue 2015: $41,949Expenses 2015: $52,323Net Income 2015: -$10,3742015Revenue 2016: $44,372Expenses 2016: $54,037Net Income 2016: -$9,6652016Revenue 2017: $61,034Expenses 2017: $44,996Net Income 2017: $16,0382017Revenue 2018: $59,935Expenses 2018: $69,996Net Income 2018: -$10,0612018Revenue 2019: $93,401Expenses 2019: $67,456Net Income 2019: $25,9452019Revenue 2020: $79,876Expenses 2020: $79,296Net Income 2020: $5802020Revenue 2021: $5,482Expenses 2021: $33,856Net Income 2021: -$28,3742021Revenue 2022: $49,799Expenses 2022: $65,153Net Income 2022: -$15,3542022Revenue 2023: $105,258Expenses 2023: $132,120Net Income 2023: -$26,8622023Revenue 2024: $44,721Expenses 2024: $53,249Net Income 2024: -$8,5282024Revenue 2025: $121,784Expenses 2025: $45,890Net Income 2025: $75,8942025

Highlighted filing

2015

Revenue$41,949
Expenses$52,323
Net Income-$10,374
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 1, 2015
Return Version
2014v5.0
Gross Receipts
$70,127
Mission and Program Overview

Mission

School PTA - fundraising for child education

Program Services

DescriptionGrantsExpenses
Mini Grants; educational materials, equipment, not funded by LTISD, requested by Lake Travis Elementary Teachers & Principal approved by Parent Teacher Association (PTA) purchased by LTE reimbursed by PTA$25,120$25,120
Programs: Field Trips, Super Outrageous Science Days, Pioneer Day, other events etc. The programs are budgeted and funded by PTA not funded by Lake Travis Independent School District.$14,368$14,368
SERVICES: GRADE LEVEL AWARDS, HOSPITALITY, VOLUNTEER AWARDS. TRACK AND FIELD DAY, BACK TO SCHOOL, END OF SCHOOL.$7,473$7,473
0--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANENE ANGULOPresident 2014-2015PT$0--
Filing and Contact Details

Filer

Filer Name
Lake Travis Elementary Parent Teacher Association
EIN
51-0160036
Phone
5125336300
Address
15303 Kollmeyer Drive, Austin, TX 78734

Signing Officer

Name
Laura Beinke
Title
Treasurer
Phone
5125336300
Signed
2015-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Sherwood Family Mgmnt Services Inc
Address
2208 RAIN WATER DR, AUSTIN, TX 78734-2919
Preparer
Marlene Sherwood
Phone
5123009287
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Program expense, sos days program expense, sos days 47447.”

Form 990EZ, Part I, Line 16

“Insurance 450. Texas pta dues 1384. Quickbooks renewal 287. Bank fees 30. Taxes 1315. Other expenses 287. Membership awards 68. Next years events(prepaid expenses) 450.”

Form 990EZ, Part I, Line 20

“Reconciling differences -135.”

Raw XML Appendix144 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/PersonNm0LAURA BEINKE
IRS990EZ/BooksInCareOfDetail/PhoneNum05125336500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Quickbookds Online 15303 Kollmeyer
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Austin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078734
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047478
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036969
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018953
IRS990EZ/CostOfGoodsSoldAmt013117
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10374
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047478
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036969
IRS990EZ/FundraisingGrossIncomeAmt030220
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt047447
IRS990EZ/GrossProfitLossSlsOfInvntryAmt05929
IRS990EZ/GrossReceiptsAmt070127
IRS990EZ/GrossSalesOfInventoryAmt019046
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0780
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047478
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036969
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047478
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036969
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANENE ANGULO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President 2014-2015
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-135
IRS990EZ/OtherExpensesTotalAmt04271
IRS990EZ/OtherRevenueTotalAmt083
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0School PTA - fundraising for child education
IRS990EZ/PrintingPublicationsPostageAmt0605
IRS990EZ/ProgramServiceRevenueAmt01045
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Mini Grants; educational materials, equipment, not funded by LTISD, requested by Lake Travis Elementary Teachers & Principal approved by Parent Teacher Association (PTA) purchased by LTE reimbursed by PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Programs: Field Trips, Super Outrageous Science Days, Pioneer Day, other events etc. The programs are budgeted and funded by PTA not funded by Lake Travis Independent School District.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SERVICES: GRADE LEVEL AWARDS, HOSPITALITY, VOLUNTEER AWARDS. TRACK AND FIELD DAY, BACK TO SCHOOL, END OF SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025120
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt114368
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt27473
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025120
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114368
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27473
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015061
IRS990EZ/SpecialEventsNetIncomeLossAmt015159
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052323
IRS990EZ/TotalProgramServiceExpensesAmt046961
IRS990EZ/TotalRevenueAmt041949
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031731
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028242
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034754
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024201
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0147652
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt074736
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt070049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt077310
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt052402
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0342409
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0490061
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0106467
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt098773
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0105552
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087156
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt092113
IRS990ScheduleA/Total509Grp/TotalAmt0490061
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0490061
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSE, SOS DAYS PROGRAM EXPENSE, SOS DAYS 47447.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 450. TEXAS PTA DUES 1384. QUICKBOOKS RENEWAL 287. BANK FEES 30. TAXES 1315. OTHER EXPENSES 287. MEMBERSHIP AWARDS 68. NEXT YEARS EVENTS(PREPAID EXPENSES) 450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECONCILING DIFFERENCES -135.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA BEINKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05125336300
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Travis Elementary Parent Teacher Association
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0510160036
ReturnHeader/Filer/PhoneNum05125336300
ReturnHeader/Filer/USAddress/AddressLine1Txt015303 Kollmeyer Drive
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078734
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHERWOOD FAMILY MGMNT SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02208 RAIN WATER DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0787342919
ReturnHeader/PreparerPersonGrp/PhoneNum05123009287
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARLENE SHERWOOD
ReturnHeader/ReturnTs02015-12-03T19:43:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,969
Liabilities
$0
Net assets
$36,969
Revenue
$41,949
Expenses
$52,323
Net income
-$10,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.91$0.91$1.22$0.46$0.76
2024Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.09$0.45$0.53$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.27$1.05$1.32$0.27
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.50$0.65$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.05$0.34$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.80$0.79$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.93$0.67$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.60$0.70$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.43$0.61$0.45$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.44$0.54$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.42$0.52$0.10
2014Summary only. Only limited summary data is available for this year.$0.47$0.00$0.38$0.54$0.15
2013Summary only. Only limited summary data is available for this year.$0.63$0.00$0.46$0.44$0.02
2012Summary only. Only limited summary data is available for this year.$0.59$0.00$0.53$0.29$0.24
2011Summary only. Only limited summary data is available for this year.$0.36$0.00$0.50$0.65$0.16