Civic Intelligence

Lake Pointe Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2022 • EIN 90-0632117

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 08, 2022

11801 Sonoma DriveAustin, TX 78738

(512) 533-6500

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

23rd percentile

-13%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

32nd percentile

-9.2%

Faster asset growth than 32% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

72nd percentile

47%

Faster revenue growth than 72% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$142,711

Down $14,417 (-9.2%) from 2021

Net Assets

Down

$142,711

Down $14,417 (-9.2%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$116,283

Up $37,231 (+47%) from 2021

Expenses

Up

$131,588

Up $50,929 (+63%) from 2021

Net Income

Down

-$15,305

Down $13,698 (-852%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $59,779Liabilities 2012: $0Net Assets 2012: $59,7792012Assets 2013: $65,457Liabilities 2013: $0Net Assets 2013: $65,4572013Assets 2014: $75,679Liabilities 2014: $0Net Assets 2014: $75,6792014Assets 2015: $82,416Net Assets 2015: $82,4162015Assets 2016: $106,112Net Assets 2016: $106,1122016Assets 2017: $90,992Net Assets 2017: $90,9922017Assets 2018: $150,625Liabilities 2018: $0Net Assets 2018: $150,6252018Assets 2019: $176,761Net Assets 2019: $176,7612019Assets 2020: $158,735Net Assets 2020: $158,7352020Assets 2021: $157,128Net Assets 2021: $157,1282021Assets 2022: $142,711Net Assets 2022: $142,7112022Assets 2023: $125,539Net Assets 2023: $125,5392023Assets 2024: $166,670Net Assets 2024: $166,6702024Assets 2025: $245,858Liabilities 2025: $0Net Assets 2025: $245,8582025

Highlighted filing

2022

Assets$142,711
Liabilities-
Net Assets$142,711

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $82,058Expenses 2012: $62,302Net Income 2012: $19,7562012Revenue 2013: $52,456Expenses 2013: $46,778Net Income 2013: $5,6782013Revenue 2014: $60,473Expenses 2014: $50,181Net Income 2014: $10,2922014Revenue 2015: $74,974Expenses 2015: $68,237Net Income 2015: $6,7372015Revenue 2016: $97,952Expenses 2016: $74,256Net Income 2016: $23,6962016Revenue 2017: $132,992Expenses 2017: $148,112Net Income 2017: -$15,1202017Revenue 2018: $164,485Expenses 2018: $104,852Net Income 2018: $59,6332018Revenue 2019: $119,209Expenses 2019: $93,073Net Income 2019: $26,1362019Revenue 2020: $73,862Expenses 2020: $91,888Net Income 2020: -$18,0262020Revenue 2021: $79,052Expenses 2021: $80,659Net Income 2021: -$1,6072021Revenue 2022: $116,283Expenses 2022: $131,588Net Income 2022: -$15,3052022Revenue 2023: $149,968Expenses 2023: $167,140Net Income 2023: -$17,1722023Revenue 2024: $168,645Expenses 2024: $127,514Net Income 2024: $41,1312024Revenue 2025: $239,903Expenses 2025: $160,715Net Income 2025: $79,1882025

Highlighted filing

2022

Revenue$116,283
Expenses$131,588
Net Income-$15,305
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 8, 2022
Return Version
2021v4.1
Gross Receipts
$133,652
Mission and Program Overview

Mission

Benefit Lake Pointe Elementary School

Program Services

DescriptionGrantsExpenses
Provide 700+ students with academic and personal achievement enrichment activities, including character development, art materials, field trips, and counseling.$0$85,440
Provide Lake Pointe Elementary School funds to be spentfor instructional purposes / teacher wish lists.$0$27,876
Provide 45+ teachers of Lake Pointe Elementary School withclassroom aids, staff development, and appreciationactivities.$0$14,343
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alison SpurlockPresidentPT$0--
Vanessa SeachVice President-$0--
Kelly ElamSecretary-$0--
Alysha RoseTreasurer-$0--
Amanda SutliffCommunications-$0--
Jessica RomeroCommunications-$0--
Libby DawsonFundraising-$0--
Amy JonesFundraising-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$44,242$44,242$3,449$40,793
Fall Fest$30,080$30,080-$30,080
Total Events$74,322$74,322$17,369$56,953
Filing and Contact Details

Filer

Filer Name
Lake Pointe Elementary PTO Inc
EIN
90-0632117
Phone
5125336500
Address
11801 Sonoma Drive, Austin, TX 78738

Signing Officer

Name
Alysha Rose
Title
Treasurer
Phone
5125336500
Signed
2022-09-08

Preparer

Firm
Valerie I Dashtara CPA PLLC
Address
2121 Lohmans Crossing Rd Ste 504-35, Austin, TX 78734
Preparer
Valerie Dashtara
Phone
9179696688
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

There is no requirement for all the board members to review this Form 990EZ before filing. The form has been provided to the treasurer for review. A copy of the Form 990EZ is available upon request to all the board members.

Pt VI, Line 19

The organization's documents are available upon request

Form 990EZ, Part I, Line 16

Program Service 127659.

Form 990EZ, Part I, Line 16

Communications 728.

Form 990EZ, Part I, Line 16

Insurance 690.

Form 990EZ, Part I, Line 16

Software 917.

Form 990EZ, Part I, Line 16

Treasurer / President 1594.

Form 990EZ, Part I, Line 20

CD Interest Income previously not reported 888.

Form 990EZ, Part II, Line 26

`

Raw XML Appendix235 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/BooksInCareOfDetail/USAddress/CityNm0Austin
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Alison Spurlock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Vanessa Seach
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kelly Elam
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Alysha Rose
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Amanda Sutliff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jessica Romero
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Libby Dawson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Amy Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Fundraising
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0888
IRS990EZ/OtherExpensesTotalAmt0131588
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProgramServiceRevenueAmt031667
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide 45+ teachers of Lake Pointe Elementary School withclassroom aids, staff development, and appreciationactivities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide 700+ students with academic and personal achievement enrichment activities, including character development, art materials, field trips, and counseling.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide Lake Pointe Elementary School funds to be spentfor instructional purposes / teacher wish lists.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt185440
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt227876
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0131588
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.lakepointepto.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021963
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034591
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020928
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0118833
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt032
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0953
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0111657
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0137197
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0619536
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt032
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0There is no requirement for all the board members to review this Form 990EZ before filing. The form has been provided to the treasurer for review. A copy of the Form 990EZ is available upon request to all the board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization's documents are available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Service 127659.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Communications 728.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 690.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Software 917.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Treasurer / President 1594.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CD Interest Income previously not reported 888.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8`
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Alysha Rose
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05125336500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Pointe Elementary PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0900632117
ReturnHeader/Filer/PhoneNum05125336500
ReturnHeader/Filer/USAddress/AddressLine1Txt011801 Sonoma Drive
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078738
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472018324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Valerie I Dashtara CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02121 Lohmans Crossing Rd Ste 504-35
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078734
ReturnHeader/PreparerPersonGrp/PhoneNum09179696688
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VALERIE DASHTARA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-13T18:30:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Alysha
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rose
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.00$2.46$2.40$1.61$0.79
2024Detailed filing. Detailed filing data is available for this year.$1.67$1.67$1.69$1.28$0.41
2023Detailed filing. Detailed filing data is available for this year.$1.26$1.26$1.50$1.67$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.43$1.43$1.16$1.32$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.57$1.57$0.79$0.81$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.59$1.59$0.74$0.92$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.77$1.77$1.19$0.93$0.26
2018Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$1.64$1.05$0.60
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.91$1.33$1.48$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.98$0.74$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.75$0.68$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.60$0.50$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.52$0.47$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.82$0.62$0.20
Peer Organizations

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