Civic Intelligence

Lake Travis Elementary Parent Teacher Association

990EZ • Fiscal year 2016 • EIN 51-0160036

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 01, 2016

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

58th percentile

5.8%

Faster revenue growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$27,331

Down $9,638 (-26%) from 2015

Net Assets

Down

$27,331

Down $9,638 (-26%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin15th percentile

Revenue

Up

$44,372

Up $2,423 (+5.8%) from 2015

Expenses

Up

$54,037

Up $1,714 (+3.3%) from 2015

Net Income

Up

-$9,665

Up $709 (+6.8%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2016

Assets$27,331
Liabilities$0
Net Assets$27,331
Open 2016 Filing

Operations Trend

Revenue Growth58th 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

2016

Revenue$44,372
Expenses$54,037
Net Income-$9,665
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 1, 2016
Return Version
2015v2.1
Gross Receipts
$81,004
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$34,584$34,584
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.$12,351$12,351
SERVICES: GRADE LEVEL AWARDS, HOSPITALITY, VOLUNTEER AWARDS. TRACK AND FIELD DAY, BACK TO SCHOOL, END OF SCHOOL.$4,015$4,626
0--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON KELLYPresident 2015 - 2016-$0--
JOHANNA HESSSecretary 2015 - 2016PT$0--
LAURA BEINKETreasurer 2015 - 2016-$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
2016-11-01
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 8

“Miscellaneous 26.”

Form 990EZ, Part I, Line 10

“Program Expense, SOS Days; Program Expense, SOS Days; : , , , ; , 50950.”

Form 990EZ, Part I, Line 16

“Insurance 510.”

Form 990EZ, Part I, Line 16

“QuickBooks Renewal 287.”

Form 990EZ, Part I, Line 16

“Bank Fees 13.”

Form 990EZ, Part I, Line 16

“Taxes 388.”

Form 990EZ, Part I, Line 16

“Other Expenses 263.”

Form 990EZ, Part I, Line 16

“National & State PTA Dues 810.”

Raw XML Appendix162 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/BOYAmt036996
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027331
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018417
IRS990EZ/CostOfGoodsSoldAmt021696
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9665
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0263
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036996
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027331
IRS990EZ/FundraisingGrossIncomeAmt025769
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt050950
IRS990EZ/GrossProfitLossSlsOfInvntryAmt010308
IRS990EZ/GrossReceiptsAmt081004
IRS990EZ/GrossSalesOfInventoryAmt032004
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03247
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036996
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027331
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036996
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027331
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JASON KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHANNA HESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA BEINKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President 2015 - 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary 2015 - 2016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer 2015 - 2016
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02271
IRS990EZ/OtherRevenueTotalAmt026
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0School PTA - fundraising for child education
IRS990EZ/PrintingPublicationsPostageAmt0553
IRS990EZ/ProgramServiceRevenueAmt01541
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/GrantsAndAllocationsAmt034584
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt112351
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24015
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034584
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112351
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24626
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014936
IRS990EZ/SpecialEventsNetIncomeLossAmt010833
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054037
IRS990EZ/TotalProgramServiceExpensesAmt051561
IRS990EZ/TotalRevenueAmt044372
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048987
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031731
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028242
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034754
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0172438
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030828
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt074736
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt070049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt077310
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052402
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0305325
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0477763
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079815
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0106467
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt098773
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105552
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087156
IRS990ScheduleA/Total509Grp/TotalAmt0477763
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0477763
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous 26.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Expense, SOS Days; Program Expense, SOS Days; : , , , ; , 50950.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 510.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3QuickBooks Renewal 287.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Fees 13.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Taxes 388.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other Expenses 263.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7National & State PTA Dues 810.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA BEINKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05125336300
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-01
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/PreparationDt02016-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARLENE SHERWOOD
ReturnHeader/ReturnTs02016-11-07T16:44:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,331
Liabilities
$0
Net assets
$27,331
Revenue
$44,372
Expenses
$54,037
Net income
-$9,665
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