Civic Intelligence

Spicewood Elementary PTA 7884

990EZ • Fiscal year 2019 • EIN 74-2314713

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 05, 2019

11601 Olson DriveAustin, TX 78750

(732) 318-8508

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

31st percentile

-4.6%

Higher net margin than 31% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

44th percentile

-2.6%

Faster revenue growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Flat

$34,705

Flat from 2019

Net Assets

$34,705

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$110,049

Flat from 2019

Expenses

Flat

$115,098

Flat from 2019

Net Income

Flat

-$5,049

Flat from 2019

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $33,455Liabilities 2012: $02012Assets 2013: $32,545Liabilities 2013: $02013Assets 2014: $66,228Liabilities 2014: $0Net Assets 2014: $66,2282014Assets 2015: $47,193Liabilities 2015: $0Net Assets 2015: $47,1932015Assets 2016: $77,011Liabilities 2016: $02016Assets 2017: $50,762Liabilities 2017: $02017Assets 2018: $40,525Liabilities 2018: $0Net Assets 2018: $40,5252018Assets 2019: $34,705Net Assets 2019: $34,7052019Assets 2019: $34,705Liabilities 2019: $02019Assets 2020: $52,752Net Assets 2020: $52,7522020Assets 2022: $93,986Liabilities 2022: $0Net Assets 2022: $93,9862022Assets 2023: $140,548Net Assets 2023: $140,5482023Assets 2024: $156,891Liabilities 2024: $0Net Assets 2024: $156,8912024Assets 2025: $153,341Liabilities 2025: $0Net Assets 2025: $153,3412025

Highlighted filing

2019

Assets$34,705
Liabilities-
Net Assets$34,705

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $71,288Expenses 2012: $73,370Net Income 2012: -$2,0822012Revenue 2013: $72,752Expenses 2013: $73,962Net Income 2013: -$1,2102013Revenue 2014: $94,336Expenses 2014: $64,913Net Income 2014: $29,4232014Revenue 2015: $112,672Expenses 2015: $131,422Net Income 2015: -$18,7502015Revenue 2016: $110,583Expenses 2016: $87,256Net Income 2016: $23,3272016Revenue 2017: $110,855Expenses 2017: $104,836Net Income 2017: $6,0192017Revenue 2018: $113,002Expenses 2018: $122,480Net Income 2018: -$9,4782018Revenue 2019: $110,049Expenses 2019: $115,098Net Income 2019: -$5,0492019Revenue 2019: $110,049Expenses 2019: $115,098Net Income 2019: -$5,0492019Revenue 2020: $95,917Expenses 2020: $76,183Net Income 2020: $19,7342020Revenue 2022: $110,853Expenses 2022: $74,487Net Income 2022: $36,3662022Revenue 2023: $136,872Expenses 2023: $89,714Net Income 2023: $47,1582023Revenue 2024: $113,258Expenses 2024: $97,531Net Income 2024: $15,7272024Revenue 2025: $141,309Expenses 2025: $144,859Net Income 2025: -$3,5502025

Highlighted filing

2019

Revenue$110,049
Expenses$115,098
Net Income-$5,049
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 5, 2019
Return Version
2018v3.1
Gross Receipts
$141,248
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school, and community. To raise the standards of life. To secure adequate laws of nature and protection of children and youth. To bring into closer relation the home and school that parents and teachers may cooperate intelligently in the education of children and youth. To develop between educators and the general public such united efforts as well as secure for all children and youth the highest advantages in physical, mental, social and spiritual education.

Spicewood Elementary PTA provides education programs, encourages parent involvement, and promotes child advocacy of the public elementary school by supplementing the curriculum through enrichment programs and materials not afforded by the district.

Program Services

DescriptionGrantsExpenses
Departmental Enhancement, educational competitions, enrichment, clubs, teacher training and manuals, garden, school improvement/curriculum enhancement, and special days (assemblies, field trips, field day, steam day, etc)- benefited all students and teachers$0$84,471
Fundraising and Merchant rebate competition prizes- benefited all students and teachers$0$20,001
Community Outreach and scholarships, PTA expenses, and publications/communications- benefited all students, teachers, and parents.$0$7,323
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erin OliverPresidentPT$0--
Rosa YorkTreasurerPT$0--
Jenny RuskSecretary-$0--
Bethany HammondsVP-Communications-$0--
Shivani Langer-SaveVP-ProgramsPT$0--
Resham BesuVP Educational Competition Clubs C-$0--
Renee HarveyParliamentarian-$0--
Courtney StockardVP MembershipPT$0--
Kara CubbageVP Budget OversightPT$0--
Mansi ShahVP FundraisingPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Adventure Dash$36,657$0$488$-488
SWE Auction$47,704$13,254$2,076$11,178
Total Events$103,742$13,254$22,974$-9,720
Filing and Contact Details

Filer

Filer Name
Spicewood Elementary PTA
EIN
74-2314713
In Care Of
% Payal Agarwal
Phone
7323188508
Address
11601 Olson Drive, Austin, TX 78750

Signing Officer

Name
Payal Argawal
Title
Spicewood PTA Treasurer
Phone
5124283600
Signed
2019-08-05
Supplemental Narrative

Additional Explanations

Part I, line 10

| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| SCHOOL SCHOLARSHIP, TEXAS A&M UNIVERSITY, "SCHOLARSHIPS FINANCIAL AID PO BOX 30016 COLLEGE STATION, TX 77842", $500.00, None| SCHOLARSHIP, THE UNIVERSITY OF TEXAS AT DALLAS, "OFFICE OF FINANCIAL AID 800 W CAMPBELL RD ROC22 RICHARDSON, TX 75080", $500.00, None| DONATION TO SISTER SCHOOL PTA, Anderson Mill Elementary PTA, "10610 Salt Mill Hollow Austin, TX 78750", $2550.00, None|

Part I, line 16

| Other Expenses:, Amount:| PAY SIMPLE CREDIT CARD PROCESSING FEE, $1313.00| PTA ADMIN EXPENSES, $228.00| SCHOOL ENRICHMENT PROGRAMS, $18564.00| SPONSORSHIP APPRECIATION BANNERS, $407.00| MEMBERSHIP EXPENSES, $133.00| COMMUNITY OUTREACH PROGRAMS, $1419.00| SCHOOL DEPARTMENTAL ENHANCEMENT, $3705.00| SCHOOL IMPROVEMENT/ CURRICULUM ENHANCEMENT, $60064.00| SCHOOL SPECIAL DAYS, $13072.00| This is 5th grade promotion and gift to the school., $8845.00| incentive prizes for merchant rebates, $258.00| Educational Clubs, $2661.00| PTA required training, $10.00|

Part I, line 20

| Description:, Explanation:, Amount:| uncleared checks, These checks were written in the fy 18-19 however not cashed in the fy18-19, $1662| cleared checks from 17-18, Checks written from fiscal year 17-18 that were cleared in fiscal year 18-19, $-2451| PTA dues overpayment from fy16-17, see schedule 0 fy16-17 for dues overpayment that was never refunded, $18|

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| SCHOOL SCHOLARSHIP, TEXAS A&M UNIVERSITY, "SCHOLARSHIPS FINANCIAL AID PO BOX 30016 COLLEGE STATION, TX 77842", $500.00, None| SCHOLARSHIP, THE UNIVERSITY OF TEXAS AT DALLAS, "OFFICE OF FINANCIAL AID 800 W CAMPBELL RD ROC22 RICHARDSON, TX 75080", $500.00, None| DONATION TO SISTER SCHOOL PTA, Anderson Mill Elementary PTA, "10610 Salt Mill Hollow Austin, TX 78750", $2550.00, None|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| PAY SIMPLE CREDIT CARD PROCESSING FEE, $1313.00| PTA ADMIN EXPENSES, $228.00| SCHOOL ENRICHMENT PROGRAMS, $18564.00| SPONSORSHIP APPRECIATION BANNERS, $407.00| MEMBERSHIP EXPENSES, $133.00| COMMUNITY OUTREACH PROGRAMS, $1419.00| SCHOOL DEPARTMENTAL ENHANCEMENT, $3705.00| SCHOOL IMPROVEMENT/ CURRICULUM ENHANCEMENT, $60064.00| SCHOOL SPECIAL DAYS, $13072.00| This is 5th grade promotion and gift to the school., $8845.00| incentive prizes for merchant rebates, $258.00| Educational Clubs, $2661.00| PTA required training, $10.00|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Description:, Explanation:, Amount:| uncleared checks, These checks were written in the fy 18-19 however not cashed in the fy18-19, $1662| cleared checks from 17-18, Checks written from fiscal year 17-18 that were cleared in fiscal year 18-19, $-2451| PTA dues overpayment from fy16-17, see schedule 0 fy16-17 for dues overpayment that was never refunded, $18|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Payal Argawal
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Spicewood PTA Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05124283600
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Spicewood Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0SPIC
ReturnHeader/Filer/EIN0742314713
ReturnHeader/Filer/InCareOfNm0% Payal Agarwal
ReturnHeader/Filer/PhoneNum07323188508
ReturnHeader/Filer/USAddress/AddressLine1Txt011601 Olson Drive
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078750
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.28.73.196
ReturnHeader/FilingSecurityInformation/IPDt02019-08-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/ReturnTs02019-08-05T12:27:26-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$1.41$1.45$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$1.13$0.98$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.41$1.41$1.37$0.90$0.47
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.11$0.74$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.53$0.96$0.76$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.10$1.15$0.05
2019Summary only. Only limited summary data is available for this year.$0.35$0.00$1.10$1.15$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.00$0.41$1.13$1.22$0.09
2017Summary only. Only limited summary data is available for this year.$0.51$0.00$1.11$1.05$0.06
2016Summary only. Only limited summary data is available for this year.$0.77$0.00$1.11$0.87$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$1.13$1.31$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.94$0.65$0.29
2013Summary only. Only limited summary data is available for this year.$0.33$0.00$0.73$0.74$0.01
2012Summary only. Only limited summary data is available for this year.$0.33$0.00$0.71$0.73$0.02