Civic Intelligence

Russell Lee Elementary PTA

990EZ • Fiscal year 2019 • EIN 74-2467030

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 22, 2019

Organization Profile
3308 Hampton RoadAustin, TX 78705

(512) 965-4213

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$208,016

Down $53,995 (-21%) from 2018

Net Assets

Down

$208,010

Down $54,001 (-21%) from 2018

Liabilities

Up

$6

Up $6 from 2018

Revenue And Expenses

Revenue

Down

$151,406

Down $156,454 (-51%) from 2018

Expenses

Down

$205,393

Down $70,964 (-26%) from 2018

Net Income

Down

-$53,987

Down $85,490 (-271%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$208,016
Liabilities$6
Net Assets$208,010
Open 2019 Filing

Operations Trend

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

2019

Revenue$151,406
Expenses$205,393
Net Income-$53,987
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 22, 2019
Return Version
2018v3.0
Gross Receipts
$197,481
Mission and Program Overview

Mission

Promote productive learning env

Program Services

DescriptionGrantsExpenses
CREATED A PRDUCTIVE LEARNING AND TEACHING ENVIRONMENT FOR ELEMENTARY SCHOOL CHILDREN.--
ENHANCED THE CURRICULUM BY FUNDING FACILITY AND SCHOOL EXPENSES PROGRAM INCLUDING MATH AND READING SPECIALISTS--
CLASSROOM EXPENSES PROGRAM FOR ELEMENTARY SCHOOL CHILDREN. CLUBS PROGRAM EXPENSES FOR ELEMENTARY SCHOOL CHILDREN.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KASI KENNEDYFaculty Nominee-$0--
LEA GILBERTFaculty Nominee-$0--
MADI JONESDiversity And Inclusion-$0--
JEN LEADERParliamentarian-$0--
DAN OPPENHEIMERHistorian-$0--
BETH REYBURNPresidentPT$0--
SARA BIRCHERVice President-$0--
MATTHEW STEWARTTreasurer-$0--
MEDWYN PRICEVP Of Fundraising-$0--
LISA HOYTVP Of Membership-$0--
ELIZABETH BANGSVP Of Operations-$0--
PAOLA BUECHEVP Of Educational Enrich-$0--
KIM PEMPERSecretary-$0--
JOHN HEWLETTPrincipal-$0--
CAITLIN SILEOVice Principal-$0--
LESLEY CLINCHARDFaculty Nominee-$0--
BRENDA BARREIROFaculty Nominee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$17,952$17,952$2,701$15,251
Carnival$15,503$15,503$4,246$11,257
Total Events$197,782$197,782$46,075$151,707
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
Melanie Tolen
Title
Treasurer
Signed
2019-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Schulze and Associates Inc
Address
1308 RIDGEMONT DRIVE, AUSTIN, TX 78723
Preparer
Jack Schulze Ea
Phone
5123711040
Supplemental Narrative

Additional Explanations

Form 990EZ Line 16 Other Expenses

“Budgeted expenses 148,310 classroom expenses 18,715 club expenses 21,342 committee expenses 5,586”

Form 990EZ Line 16 Other Expenses

“Pta general admin expenses 6,344 school event expenses 5,096”

Raw XML Appendix199 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KASI KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEA GILBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MADI JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEN LEADER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAN OPPENHEIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BETH REYBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARA BIRCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MATTHEW STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MEDWYN PRICE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16BRENDA BARREIRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FACULTY NOMINEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FACULTY NOMINEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIVERSITY AND INCLUSION
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP OF FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP OF OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP OF EDUCATIONAL ENRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14VICE PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15FACULTY NOMINEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16FACULTY NOMINEE
IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BUDGETED EXPENSES 148,310 CLASSROOM EXPENSES 18,715 CLUB EXPENSES 21,342 COMMITTEE EXPENSES 5,586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA GENERAL ADMIN EXPENSES 6,344 SCHOOL EVENT EXPENSES 5,096
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ LINE 16 OTHER EXPENSES
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUSSELL LEE ELEMENTARY PTA
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ReturnHeader/Filer/EIN0742467030
ReturnHeader/Filer/PhoneNum05129654213
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ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01308 RIDGEMONT DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078723
ReturnHeader/PreparerPersonGrp/PhoneNum05123711040
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK SCHULZE EA
ReturnHeader/ReturnTs02019-08-27T09:09:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$208,016
Liabilities
$6
Net assets
$208,010
Revenue
$151,406
Expenses
$205,393
Net income
-$53,987
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