Civic Intelligence

Eanes Elementary Parent Teacher Organization

990 • Fiscal year 2023 • EIN 74-2571485

Jun 01, 2022 to May 31, 2023 • Filed on Apr 15, 2024

4101 Bee Caves RoadAustin, TX 78746

(512) 732-9100

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.17x

Higher debt load relative to assets than 83% of similar nonprofits.

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

Liabilities / Revenue

85th percentile

0.14x

Higher debt load relative to revenue than 85% of similar nonprofits.

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

Net Margin

50th percentile

3.1%

Higher net margin than 50% 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

74th percentile

22%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

49th percentile

4.0%

Faster revenue growth than 49% of similar nonprofits.

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

Assets

Up

$175,001

Up $31,252 (+22%) from 2022

Net Assets

Up

$145,519

Up $5,984 (+4.3%) from 2022

Liabilities

Up

$29,482

Up $25,268 (+600%) from 2022

Revenue

Up

$209,584

Up $8,153 (+4.0%) from 2022

Expenses

Up

$203,073

Up $32,694 (+19%) from 2022

Net Income

Down

$6,511

Down $24,541 (-79%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $58,125Liabilities 2012: $0Net Assets 2012: $58,1252012Assets 2013: $106,245Liabilities 2013: $11,913Net Assets 2013: $94,3322013Assets 2014: $166,087Liabilities 2014: $9,108Net Assets 2014: $156,9792014Assets 2015: $277,202Liabilities 2015: $0Net Assets 2015: $277,2022015Assets 2016: $255,171Liabilities 2016: $0Net Assets 2016: $255,1712016Assets 2017: $263,152Liabilities 2017: $3,481Net Assets 2017: $259,6712017Assets 2018: $238,535Liabilities 2018: $12,011Net Assets 2018: $226,5242018Assets 2019: $171,667Liabilities 2019: $2,397Net Assets 2019: $169,2702019Assets 2020: $179,557Liabilities 2020: $432Net Assets 2020: $179,1252020Assets 2021: $112,492Liabilities 2021: $4,262Net Assets 2021: $108,2302021Assets 2022: $143,749Liabilities 2022: $4,214Net Assets 2022: $139,5352022Assets 2023: $175,001Liabilities 2023: $29,482Net Assets 2023: $145,5192023Assets 2024: $213,552Liabilities 2024: $28,735Net Assets 2024: $184,8172024Assets 2025: $210,738Liabilities 2025: $28,484Net Assets 2025: $182,2542025

Highlighted filing

2023

Assets$175,001
Liabilities$29,482
Net Assets$145,519

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $219,606Expenses 2012: $232,329Net Income 2012: -$12,7232012Revenue 2013: $199,216Expenses 2013: $163,009Net Income 2013: $36,2072013Revenue 2014: $261,961Expenses 2014: $199,314Net Income 2014: $62,6472014Revenue 2015: $319,367Expenses 2015: $199,144Net Income 2015: $120,2232015Revenue 2016: $273,395Expenses 2016: $295,426Net Income 2016: -$22,0312016Revenue 2017: $246,688Expenses 2017: $194,703Net Income 2017: $51,9852017Revenue 2018: $136,769Expenses 2018: $163,887Net Income 2018: -$27,1182018Revenue 2019: $183,057Expenses 2019: $253,841Net Income 2019: -$70,7842019Revenue 2020: $156,731Expenses 2020: $141,559Net Income 2020: $15,1722020Revenue 2021: $59,882Expenses 2021: $137,671Net Income 2021: -$77,7892021Revenue 2022: $201,431Expenses 2022: $170,379Net Income 2022: $31,0522022Revenue 2023: $209,584Expenses 2023: $203,073Net Income 2023: $6,5112023Revenue 2024: $251,246Expenses 2024: $199,095Net Income 2024: $52,1512024Revenue 2025: $203,019Expenses 2025: $210,923Net Income 2025: -$7,9042025

Highlighted filing

2023

Revenue$209,584
Expenses$203,073
Net Income$6,511
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Apr 15, 2024
Return Version
2022v5.0
Gross Receipts
$323,084
Mission and Program Overview

Mission

The Eanes Elementary Parent Teacher Organization provides support to the Eanes Elementary School.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$143,749$175,001▲ $31,252
Rtn Earn Endowment Incm Other Fnds$139,535$145,519▲ $5,984
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$143,749$175,001▲ $31,252
Other Assets Total-$0-
Liabilities
Other Liabilities$4,214$29,482▲ $25,268
Total Liabilities$4,214$29,482▲ $25,268
Net Assets / Fund Balance
Total Net Assets Fund Balance$139,535$145,519▲ $5,984
Total Liabilities and Net Assets / Fund Balance$143,749$175,001▲ $31,252
Compensation and Service Providers

Board Members and Trustees

NameTitle
Martha HansenPast President
Whitney BradenPresident
Wendy HundleyPresident Elect
Courtney HarveyCo-Treasurer
Stephanie CusackCo-Treasurer
Lacey JobeCoVP Std Enrich
Noelle DonnellyCoVP Std Enrich
Rayma WengerSecretary
Jen KnoxVP Fundraising
Megan MatzaVP Tchr Support
Sarah StottsVP Tchr Support
Diana GrahamVP-Comm/Pres El
Revenue and Support

Revenue Composition

Contributions and Grants
$293,518
Program Service Revenue
$0
Investment Income
$347
Other Revenue
$-84,281
All Other Contributions
$150,428
Change in Net Assets
$6,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$203,073
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$5,061$6,986-$12,047
All Other Expenses$4,518$5,992-$10,510
Other Expenses$10,328--$10,328
Occupancy-$1,437-$1,437
Fees for Services Accounting-$1,200-$1,200
Insurance-$640-$640
Office Expenses-$622-$622
Total Functional Expenses$186,196$16,877$0$203,073
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$95,136
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cub Scout Fundraising$40,078-$36,505-
Social$34,330-$1,422-
Total Events$128,786-$65,724$-65,724
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Next School Year$24,765
Cub Scout Pack 66 Accounts$4,188
Sales Tax Payable$529
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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

Form 990, Part VI, Section B, Line 11B

A copy of Form 990 is provided to all Board Members before filing.

Form 990, Part VI, Section C, Line 19

Governing documents and conflict of interest policy made available upon request. Monthly financial statements made available at monthly meetings and website. Detailed financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Eanes Elementary Parent Teacher
EIN
74-2571485
Phone
5127329100
Address
4101 Bee Caves Road, Austin, TX 78746

Signing Officer

Name
Stephanie Cusack
Title
Treasurer
Signed
2024-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Cusack
Formed
1990
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
75

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119
Preparer
William D Hamilton CPA
Phone
8019724800
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Prior Period Adjustment = -$527

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IRS990/OtherExpensesGrp/TotalAmt158214
IRS990/OtherExpensesGrp/TotalAmt223978
IRS990/OtherExpensesGrp/TotalAmt310328
IRS990/OtherLiabilitiesGrp/BOYAmt04214
IRS990/OtherLiabilitiesGrp/EOYAmt029482
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Stephanie Cusack
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0246489
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt037
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0170379
IRS990/PYOtherRevenueAmt0-45095
IRS990/PYRevenuesLessExpensesAmt031052
IRS990/PYTotalExpensesAmt0170379
IRS990/PYTotalRevenueAmt0201431
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt06511
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0139535
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0145519
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0293517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0246489
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt081296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0118473
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0115068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0854843
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0347
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt037
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0112
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0178
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0136
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0810
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029219
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt024931
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018781
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0135684
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0112990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0321605
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0347
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0112
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0178
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0136
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0810
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt01176448
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0322736
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0271420
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0100077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0254157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0228058
IRS990ScheduleA/Total509Grp/TotalAmt01176448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0323083
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0271457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0100189
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0254335
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0228194
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01177258
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04188
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt124765
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2529
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Cub Scout Pack 66 Accounts
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to Next School Year
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Sales Tax Payable
IRS990ScheduleD/TotalLiabilityAmt029482
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0128786
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt040078
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt034330
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt054378
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt065724
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Cub Scout Fundraising
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Social
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040078
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt034330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt054378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0128786
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-65724
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt027797
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt065724
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt036505
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01422
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of Form 990 is provided to all Board Members before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing documents and conflict of interest policy made available upon request. Monthly financial statements made available at monthly meetings and website. Detailed financial statements available upon request.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.11$0.28$1.82$2.03$2.11$0.08
2024Detailed filing. Detailed filing data is available for this year.$2.14$0.29$1.85$2.51$1.99$0.52
2023Detailed filing. Detailed filing data is available for this year.$1.75$0.29$1.46$2.10$2.03$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.04$1.40$2.01$1.70$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.04$1.08$0.60$1.38$0.78
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.79$1.57$1.42$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.72$0.02$1.69$1.83$2.54$0.71
2018Detailed filing. Detailed filing data is available for this year.$2.39$0.12$2.27$1.37$1.64$0.27
2017Detailed filing. Detailed filing data is available for this year.$2.63$0.03$2.60$2.47$1.95$0.52
2016Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$2.73$2.95$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$3.19$1.99$1.20
2014Detailed filing. Detailed filing data is available for this year.$1.66$0.09$1.57$2.62$1.99$0.63
2013Summary only. Only limited summary data is available for this year.$1.06$0.12$0.94$1.99$1.63$0.36
2012Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$2.20$2.32$0.13