Civic Intelligence

Russell Lee Elementary PTA

990EZ • Fiscal year 2023 • EIN 74-2467030

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 08, 2023

3308 Hampton RoadAustin, TX 78705

(617) 858-0605

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

8th percentile

-68%

Higher net margin than 8% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

28th percentile

-14%

Faster asset growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-45%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$229,290

Down $37,736 (-14%) from 2022

Net Assets

Down

$229,290

Down $37,736 (-14%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$55,187

Down $44,769 (-45%) from 2022

Expenses

Up

$92,923

Up $25,177 (+37%) from 2022

Net Income

Down

-$37,736

Down $69,946 (-217%) from 2022

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

2023

Assets$229,290
Liabilities-
Net Assets$229,290

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

2023

Revenue$55,187
Expenses$92,923
Net Income-$37,736
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 8, 2023
Return Version
2022v5.0
Gross Receipts
$75,556
Mission and Program Overview

Mission

Promote productive learning env

Program Services

DescriptionGrantsExpenses
CREATED A PRODUCTIVE LEARNING AND TACHING ENVIRONMENT FOR ELEMENTARY SCHOOL CHILDREN--
ENHANCED THE CURRICULUM BY FUNDING FACILITIES AND EDUCATIONAL ENRICHMENT PROGRAMS--
CLASSROOM EXPENSES PROGRAM FOR ELEMENTARY SCHOOL CHILDREN. CLUBS PROGRAM EXPENSES FOR ELEMENTARY SCHOOL CHILDREN--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEDWYN PRICEPresidentPT$0--
SNOW WHITEPresident Vice PresPT$0--
JESSICA HOFFMANVice President-$0--
LILY ALTSTEINTreasurer-$0--
JILLIAN COPELANDVP Of Communications-$0--
KATIE PIERCEVP Of Fundraising-$0--
KIRSTEN COOPERVP Of Membership-$0--
ADRIENNE DULAVP Of Educatoinal Enrich-$0--
JAMIE GARDNERSecretary-$0--
ANASTASIA COLOMBOHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lee Live$52,912$52,912$20,369$32,543
Roadrunner$10,670$10,670-$10,670
Total Events$65,808$65,808$20,369$45,439
Filing and Contact Details

Filer

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

Signing Officer

Name
Lily Altstein
Title
Treasurer
Signed
2023-08-08
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

Experiential learning 1967 afterschool clubs 13802 instructional enhancement 2513 playground and building improvement 4405

Form 990EZ Line 16 Other Expenses

Professional development 4008 project graduation 500 school and office supplies 10000 classroom expenses 16277

Form 990EZ Line 16 Other Expenses

Club expenses 11372 pta committee expenses 10022 pta general admin expenses 7306

Form 990EZ Line 16 Other Expenses

School event expenses 10751

Raw XML Appendix171 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/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEDWYN PRICE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA HOFFMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JILLIAN COPELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATIE PIERCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KIRSTEN COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ADRIENNE DULA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JAMIE GARDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ANASTASIA COLOMBO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF EDUCATOINAL ENRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt092923
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE PRODUCTIVE LEARNING ENV
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CREATED A PRODUCTIVE LEARNING AND TACHING ENVIRONMENT FOR ELEMENTARY SCHOOL CHILDREN
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt045439
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092923
IRS990EZ/TotalRevenueAmt055187
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0197482
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0666531
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0197482
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LEE LIVE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ROADRUNNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052912
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02226
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt052912
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02226
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt045439
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020369
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPERIENTIAL LEARNING 1967 AFTERSCHOOL CLUBS 13802 INSTRUCTIONAL ENHANCEMENT 2513 PLAYGROUND AND BUILDING IMPROVEMENT 4405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROFESSIONAL DEVELOPMENT 4008 PROJECT GRADUATION 500 SCHOOL AND OFFICE SUPPLIES 10000 CLASSROOM EXPENSES 16277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLUB EXPENSES 11372 PTA COMMITTEE EXPENSES 10022 PTA GENERAL ADMIN EXPENSES 7306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL EVENT EXPENSES 10751
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ LINE 16 OTHER EXPENSES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LILY ALTSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUSSELL LEE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0RUSS
ReturnHeader/Filer/EIN0742467030
ReturnHeader/Filer/USAddress/AddressLine1Txt03308 HAMPTON ROAD
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078705
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043765452
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ReturnHeader/PreparerPersonGrp/PhoneNum05123711040
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK SCHULZE EA
ReturnHeader/ReturnTs02023-08-16T08:48:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LILY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALTSTEIN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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