Civic Intelligence

Russell Lee Elementary PTA

990EZ • Fiscal year 2020 • EIN 74-2467030

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 14, 2020

3308 Hampton RoadAustin, TX 78705

(512) 414-2098

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

80th percentile

51%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

-1.4%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$313,214

Up $105,198 (+51%) from 2019

Net Assets

Up

$313,214

Up $105,204 (+51%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$149,290

Down $2,116 (-1.4%) from 2019

Expenses

Down

$44,086

Down $161,307 (-79%) from 2019

Net Income

Up

$105,204

Up $159,191 (+295%) from 2019

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

2020

Assets$313,214
Liabilities-
Net Assets$313,214

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

2020

Revenue$149,290
Expenses$44,086
Net Income$105,204
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 14, 2020
Return Version
2019v5.0
Gross Receipts
$163,722
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
SARA BIRCHERPresidentPT$0--
PAOLA BUECHEVice President-$0--
MELANIE TOLENTreasurer-$0--
MEDWYN PRICEVP Of Fundraising-$0--
RAVEN BROWNVP Of Membership-$0--
ELIZABETH BANGSVP Of Operations-$0--
AMY WOIWODEVP Of Educational Enrich-$0--
TINA BUISecretary-$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
Lee Live$77,598$77,598$7,570$70,028
Roadrunner$43,939$43,939-$43,939
Total Events$148,786$148,786$14,432$134,354
Filing and Contact Details

Filer

Filer Name
Russell Lee Elementary Pta
EIN
74-2467030
Phone
5124142098
Address
3308 HAMPTON ROAD, AUSTIN, TX 78705

Signing Officer

Name
Melanie Tolen
Title
Treasurer
Signed
2020-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Schulze & Associates
Address
1308 RIDGEMONT DRIVE, AUSTIN, TX 78723
Preparer
Jack Schulze EA
Phone
5123711040
Supplemental Narrative

Additional Explanations

Form 990EZ Line 16 Other Expenses

Experiential learning 3185 professional development 7201 classroom expenses 11736 club expenses 11375

Form 990EZ Line 16 Other Expenses

Pta committee expenses 2603 pta general admin expenses 4582 school event expenses 3265 miscellaneous 139

Raw XML Appendix177 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/PersonNm3MEDWYN PRICE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11BRENDA BARREIRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF EDUCATIONAL ENRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VICE PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10FACULTY NOMINEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11FACULTY NOMINEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044086
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROADRUNNER
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043939
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt077598
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt027249
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPERIENTIAL LEARNING 3185 PROFESSIONAL DEVELOPMENT 7201 CLASSROOM EXPENSES 11736 CLUB EXPENSES 11375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA COMMITTEE EXPENSES 2603 PTA GENERAL ADMIN EXPENSES 4582 SCHOOL EVENT EXPENSES 3265 MISCELLANEOUS 139
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ LINE 16 OTHER EXPENSES
ReturnHeader/BuildTS02020-11-19 02:30:22Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUSSELL LEE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0RUSS
ReturnHeader/Filer/EIN0742467030
ReturnHeader/Filer/PhoneNum05124142098
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ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
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ReturnHeader/PreparerPersonGrp/PhoneNum05123711040
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jack Schulze EA
ReturnHeader/ReturnTs02020-08-26T09:15:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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