Civic Intelligence

Lake Pointe Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2023 • EIN 90-0632117

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 11, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

26th percentile

-11%

Higher net margin than 26% 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

30th percentile

-12%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

71st percentile

29%

Faster revenue growth than 71% of similar nonprofits.

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

Assets

Down

$125,539

Down $17,172 (-12%) from 2022

Net Assets

Down

$125,539

Down $17,172 (-12%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$149,968

Up $33,685 (+29%) from 2022

Expenses

Up

$167,140

Up $35,552 (+27%) from 2022

Net Income

Down

-$17,172

Down $1,867 (-12%) 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: $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

2023

Assets$125,539
Liabilities-
Net Assets$125,539

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

2023

Revenue$149,968
Expenses$167,140
Net Income-$17,172
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 11, 2023
Return Version
2022v5.0
Gross Receipts
$181,703
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$98,949
Provide Lake Pointe Elementary School funds to be spentfor instructional purposes / teacher wish lists.$0$40,576
Provide 45+ teachers of Lake Pointe Elementary School withclassroom aids, staff development, and appreciationactivities.$0$23,521
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vanessa SeachPresidentPT$0--
Jonelle MustichVice President-$0--
Kelly ElamSecretary-$0--
Alysha RoseTreasurer-$0--
Amanda SutliffCommunications-$0--
Jessica RomeroCommunications-$0--
Libby DawsonFundraising-$0--
Allison ThannischFundraising-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Partners LLC$54,491$54,491$10,517$43,974
Fall Fest$44,827$44,827$1,163$43,664
Total Events$99,318$99,318$28,620$70,698
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
2023-09-11

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 163046.

Form 990EZ, Part I, Line 16

Communications 515.

Form 990EZ, Part I, Line 16

Insurance 690.

Form 990EZ, Part I, Line 16

Software 975.

Form 990EZ, Part I, Line 16

Treasurer / President 1914.

Form 990EZ, Part II, Line 26

`

Raw XML Appendix234 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/PersonNm0Vanessa Seach
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide Lake Pointe Elementary School funds to be spentfor instructional purposes / teacher wish lists.
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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 163046.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Communications 515.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 690.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Software 975.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Treasurer / President 1914.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7`
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 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/SignatureDt02023-09-11
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VALERIE DASHTARA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-15T10:53:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Alysha
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rose
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
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