Civic Intelligence

Russell Lee Elementary PTA

990 • Fiscal year 2018 • EIN 74-2467030

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 10, 2018

Organization Profile
3308 Hampton RoadAustin, TX 78705

(512) 965-4213

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$262,011

Up $31,653 (+14%) from 2017

Net Assets

Up

$262,011

Up $31,653 (+14%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin64th percentile

Revenue

Down

$307,860

Down $82,514 (-21%) from 2017

Expenses

Down

$276,357

Down $100,204 (-27%) from 2017

Net Income

Up

$31,503

Up $17,690 (+128%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$400K$300K$200K$100K$0Assets 2011: $181,565Liabilities 2011: $0Net Assets 2011: $181,5652011Assets 2012: $187,936Liabilities 2012: $0Net Assets 2012: $187,9362012Assets 2013: $197,242Liabilities 2013: $0Net Assets 2013: $197,2422013Assets 2015: $225,489Liabilities 2015: $02015Assets 2016: $216,577Liabilities 2016: $0Net Assets 2016: $216,5772016Assets 2017: $230,358Liabilities 2017: $0Net Assets 2017: $230,3582017Assets 2018: $262,011Liabilities 2018: $0Net Assets 2018: $262,0112018Assets 2019: $208,016Liabilities 2019: $6Net Assets 2019: $208,0102019Assets 2020: $313,214Net Assets 2020: $313,2142020Assets 2021: $234,816Net Assets 2021: $234,8162021Assets 2022: $267,026Net Assets 2022: $267,0262022Assets 2023: $229,290Net Assets 2023: $229,2902023Assets 2024: $188,176Liabilities 2024: $116Net Assets 2024: $188,0602024Assets 2025: $138,965Liabilities 2025: $809Net Assets 2025: $138,1562025

Highlighted filing

2018

Assets$262,011
Liabilities$0
Net Assets$262,011
Open 2018 Filing

Operations Trend

Revenue Growth23rd percentile

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

$400K$200K$0-$200KRevenue 2011: $327,629Expenses 2011: $292,588Net Income 2011: $35,0412011Revenue 2012: $333,620Expenses 2012: $325,533Net Income 2012: $8,0872012Revenue 2013: $329,355Expenses 2013: $320,049Net Income 2013: $9,3062013Revenue 2015: $154,997Expenses 2015: $145,360Net Income 2015: $9,6372015Revenue 2016: $325,772Expenses 2016: $334,684Net Income 2016: -$8,9122016Revenue 2017: $390,374Expenses 2017: $376,561Net Income 2017: $13,8132017Revenue 2018: $307,860Expenses 2018: $276,357Net Income 2018: $31,5032018Revenue 2019: $151,406Expenses 2019: $205,393Net Income 2019: -$53,9872019Revenue 2020: $149,290Expenses 2020: $44,086Net Income 2020: $105,2042020Revenue 2021: $107,145Expenses 2021: $185,543Net Income 2021: -$78,3982021Revenue 2022: $99,956Expenses 2022: $67,746Net Income 2022: $32,2102022Revenue 2023: $55,187Expenses 2023: $92,923Net Income 2023: -$37,7362023Revenue 2024: $100,711Expenses 2024: $141,941Net Income 2024: -$41,2302024Revenue 2025: $155,578Expenses 2025: $204,044Net Income 2025: -$48,4662025

Highlighted filing

2018

Revenue$307,860
Expenses$276,357
Net Income$31,503
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 10, 2018
Return Version
2017v2.2
Gross Receipts
$307,860
Mission and Program Overview

Mission

Promote productive learning env

Promote creative productive learning environment

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$230,358$262,006▲ $31,648
Savings and Temporary Cash Investments-$5-
Total Assets$230,358$262,011▲ $31,653
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$230,358$262,011▲ $31,653
Total Net Assets Fund Balance$230,358$262,011▲ $31,653
Total Liabilities and Net Assets / Fund Balance$230,358$262,011▲ $31,653
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Beth ReyburnPresident
Kristina MuehlAsst Prin
Julie BrownFaculty Nomine
Rhonda ManningFaculty Nomine
Piper NelsonFundraising
John HewlettPrincipal
Lisa HoytSecretary
Graeme HenkelmTreasurer
Sara BircherVice Pres
Paola BuecheVP Membership
Revenue and Support

Revenue Composition

Contributions and Grants
$307,860
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$193,614
Change in Net Assets
$31,503
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$276,357
Total Fundraising Expense$164,180
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$4,702-$164,180$168,882
Other Expenses---$10,174
Office Expenses-$2,585-$2,585
Total Functional Expenses$109,592$2,585$164,180$276,357
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lee Live$79,609$79,609$14,067$65,542
Carnival$11,241$11,241$4,030$7,211
Total Events$113,461$113,461$20,735$92,726
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI LINE 11B

“Form 990 and the accompanying schedules are uploaded to a dropbox account shared by the russell lee pta executive board for review. Paper copies are retained in the physical files of the organization.”

Part VI Line 19

“THE RUSSELL LEE PTA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE ON THE WEBSITE www.lee-elementary.org AND IN DROPBOX ACCOUNT SHARED BY THE RUSSELL LEE PTA EXECUTIVE BOARD.”

Filing and Contact Details

Filer

Filer Name
Russell Lee Elementary Pta
EIN
74-2467030
Phone
5129654213
Address
3308 HAMPTON ROAD, AUSTIN, TX 78705

Signing Officer

Name
Matthew Stewart
Title
Treasurer
Signed
2018-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Reyburn
Voting Board Members
308
Independent Board Members
0
Employees
0

Preparer

Firm
Schulze and Associates Inc
Address
1308 RIDGEMONT DRIVE, AUSTIN, TX 78723
Preparer
Jack Schulze
Phone
5123711040
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 AND THE ACCOMPANYING SCHEDULES ARE UPLOADED TO A DROPBOX ACCOUNT SHARED BY THE RUSSELL LEE PTA EXECUTIVE BOARD FOR REVIEW. PAPER COPIES ARE RETAINED IN THE PHYSICAL FILES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RUSSELL LEE PTA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE ON THE WEBSITE www.lee-elementary.org AND IN DROPBOX ACCOUNT SHARED BY THE RUSSELL LEE PTA EXECUTIVE BOARD.
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02585
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0109592
IRS990/TotalFunctionalExpensesGrp/TotalAmt0276357
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0230358
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0262011
IRS990/TotalProgramServiceExpensesAmt094716
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0307860
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0230358
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0262011
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0230358
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0262011
IRS990/USAddress/AddressLine1Txt04408 SPEEDWAY
IRS990/USAddress/CityNm0AUSTIN
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078751
IRS990/VotingMembersGoverningBodyCnt0308
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUSSELL LEE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0RUSS
ReturnHeader/Filer/EIN0742467030
ReturnHeader/Filer/PhoneNum05129654213
ReturnHeader/Filer/USAddress/AddressLine1Txt03308 HAMPTON ROAD
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078705
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId087D8B7050D1C1E771890029185D964C621F97D95
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0221D65F6ABD14D915A8E61B9C43BC6ED4EB1C15F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07015712018233h001543
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-21
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.198.70.34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043765452
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHULZE AND ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01308 RIDGEMONT DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078723
ReturnHeader/PreparerPersonGrp/PhoneNum05123711040
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK SCHULZE
ReturnHeader/ReturnTs02018-08-21T15:16:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$262,011
Liabilities
$0
Net assets
$262,011
Revenue
$307,860
Expenses
$276,357
Net income
$31,503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.39$0.01$1.38$1.56$2.04$0.48
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$1.01$1.42$0.41
2023Detailed filing. Detailed filing data is available for this year.$2.29$2.29$0.55$0.93$0.38
2022Detailed filing. Detailed filing data is available for this year.$2.67$2.67$1.00$0.68$0.32
2021Detailed filing. Detailed filing data is available for this year.$2.35$2.35$1.07$1.86$0.78
2020Detailed filing. Detailed filing data is available for this year.$3.13$3.13$1.49$0.44$1.05
2019Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$1.51$2.05$0.54
2018Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$3.08$2.76$0.32
2017Summary only. Only limited summary data is available for this year.$2.30$0.00$2.30$3.90$3.77$0.14
2016Summary only. Only limited summary data is available for this year.$2.17$0.00$2.17$3.26$3.35$0.09
2015Summary only. Only limited summary data is available for this year.$2.25$0.00$1.55$1.45$0.10
2013Summary only. Only limited summary data is available for this year.$1.97$0.00$1.97$3.29$3.20$0.09
2012Summary only. Only limited summary data is available for this year.$1.88$0.00$1.88$3.34$3.26$0.08
2011Summary only. Only limited summary data is available for this year.$1.82$0.00$1.82$3.28$2.93$0.35