Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2023 • EIN 01-0712926

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 13, 2023

6850 81st StreetVero Beach, FL 32967

(772) 564-5309

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

63rd percentile

11%

Higher net margin than 63% 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

80th percentile

32%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

82nd percentile

54%

Faster revenue growth than 82% of similar nonprofits.

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

Assets

Up

$12,994

Up $3,137 (+32%) from 2022

Net Assets

Up

$12,994

Up $3,137 (+32%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$28,217

Up $9,894 (+54%) from 2022

Expenses

Up

$25,081

Up $7,620 (+44%) from 2022

Net Income

Up

$3,136

Up $2,274 (+264%) from 2022

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2012: $12,514Liabilities 2012: $02012Assets 2013: $21,529Liabilities 2013: $02013Assets 2014: $12,150Liabilities 2014: $02014Assets 2015: $21,546Liabilities 2015: $02015Assets 2016: $16,965Liabilities 2016: $0Net Assets 2016: $16,9652016Assets 2017: $14,850Liabilities 2017: $0Net Assets 2017: $14,8502017Assets 2018: $11,630Liabilities 2018: $0Net Assets 2018: $11,6302018Assets 2019: $6,882Liabilities 2019: $0Net Assets 2019: $6,8822019Assets 2020: $17,479Liabilities 2020: $0Net Assets 2020: $17,4792020Assets 2021: $8,994Liabilities 2021: $0Net Assets 2021: $8,9942021Assets 2022: $9,857Liabilities 2022: $0Net Assets 2022: $9,8572022Assets 2023: $12,994Liabilities 2023: $0Net Assets 2023: $12,9942023Assets 2024: $19,789Liabilities 2024: $0Net Assets 2024: $19,7892024Assets 2025: $12,560Net Assets 2025: $12,5602025

Highlighted filing

2023

Assets$12,994
Liabilities$0
Net Assets$12,994

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $4,835Expenses 2012: $1,984Net Income 2012: $2,8512012Revenue 2013: $10,381Expenses 2013: $1,366Net Income 2013: $9,0152013Revenue 2014: $20,686Expenses 2014: $18,000Net Income 2014: $2,6862014Revenue 2015: $20,108Expenses 2015: $20,076Net Income 2015: $322015Revenue 2016: $17,797Expenses 2016: $22,378Net Income 2016: -$4,5812016Revenue 2017: $23,721Expenses 2017: $25,836Net Income 2017: -$2,1152017Revenue 2018: $25,114Expenses 2018: $28,338Net Income 2018: -$3,2242018Revenue 2019: $33,729Expenses 2019: $38,479Net Income 2019: -$4,7502019Revenue 2020: $29,411Expenses 2020: $18,815Net Income 2020: $10,5962020Revenue 2021: $20,433Expenses 2021: $28,920Net Income 2021: -$8,4872021Revenue 2022: $18,323Expenses 2022: $17,461Net Income 2022: $8622022Revenue 2023: $28,217Expenses 2023: $25,081Net Income 2023: $3,1362023Revenue 2024: $40,535Expenses 2024: $33,740Net Income 2024: $6,7952024Revenue 2025: $38,063Expenses 2025: $45,298Net Income 2025: -$7,2352025

Highlighted filing

2023

Revenue$28,217
Expenses$25,081
Net Income$3,136
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 13, 2023
Return Version
2022v5.0
Gross Receipts
$63,197
Mission and Program Overview

Mission

Elementary school parent teacher association for the benefit of public education.

Elementary school parent teacher association for the benefit of public education

Program Services

DescriptionGrantsExpenses
TEACHER AND ADMINISTRATIVE SUPPORT-$19,795
GRADE LEVEL CLASSROOM SUPPORT-$2,997
SCHOLARSHIP AND ACHIEVEMENT SUPPORT-$2,000
ELEMENTARY SCHOOL PARENT TEACHER ASSOCIATION FOR THE BENEFIT OF PUBLIC EDUCATION-$289
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE CARR-MAXPresidentPT$0--
LARRY BECKERSecretaryPT$0--
CHRISTINE CALLAGHANTreasurerPT$0--
MISSY WEISSVice PresidePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raise Craze$18,597$18,597$9,692$8,905
Spirit$15,186$15,186$12,653$2,533
Total Events$33,783$33,783$22,345$11,438
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
01-0712926
Phone
7725645309
Address
6850 81ST STREET, VERO BEACH, FL 32967

Signing Officer

Name
Katie Carr-max
Title
President
Phone
7725645309
Signed
2023-10-13
Discuss with paid preparer
Yes

Preparer

Firm
David P Reisinger CPA Pa
Address
6443 55TH SQUARE, VERO BEACH, FL 32967-5389
Preparer
David Reisinger CPA
Phone
7724137121
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Tsaw other expenses 6,228 scholarship other expenses 2,000 expenses insurance 289 other program expenses 2,610 membership expense 1,054 grade level expenses 2,997 principal challenge 1,640 school office 5,223 teacher 100 2,933 teacher support 107 total 25,081

Form 990-ez, Part III

Elementary school parent teacher association for the benefit of public education

Form 990-ez, Part III, Line 31

Elementary school parent teacher association for the benefit of public education

Raw XML Appendix167 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CHRISTINE CALLAGHAN
IRS990EZ/BooksInCareOfDetail/PhoneNum07725645309
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06850 81ST STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VERO BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032967
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09858
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012994
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04206
IRS990EZ/CostOfGoodsSoldAmt011585
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03136
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09858
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012994
IRS990EZ/FundraisingGrossIncomeAmt037129
IRS990EZ/GrossProfitLossSlsOfInvntryAmt09290
IRS990EZ/GrossReceiptsAmt063197
IRS990EZ/GrossSalesOfInventoryAmt020875
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09858
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012994
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09858
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012994
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE CARR-MAX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LARRY BECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINE CALLAGHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MISSY WEISS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025081
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY SCHOOL PARENT TEACHER ASSOCIATION FOR THE BENEFIT OF PUBLIC EDUCATION
IRS990EZ/ProgramServiceRevenueAmt0987
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP AND ACHIEVEMENT SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRADE LEVEL CLASSROOM SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER AND ADMINISTRATIVE SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ELEMENTARY SCHOOL PARENT TEACHER ASSOCIATION FOR THE BENEFIT OF PUBLIC EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12997
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt219795
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3289
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023395
IRS990EZ/SpecialEventsNetIncomeLossAmt013734
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025081
IRS990EZ/TotalProgramServiceExpensesAmt025081
IRS990EZ/TotalRevenueAmt028217
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04206
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04662
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06406
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07032
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028569
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt058991
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038537
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt029478
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt042577
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt066728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0236311
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0264880
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063197
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035884
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt048840
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073760
IRS990ScheduleA/Total509Grp/TotalAmt0264880
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063197
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043199
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt035884
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt048840
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073760
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0264880
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022345
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RAISE CRAZE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPIRIT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018597
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015186
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033783
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018597
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015186
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033783
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011438
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022345
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09692
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TSAW OTHER EXPENSES 6,228 SCHOLARSHIP OTHER EXPENSES 2,000 EXPENSES INSURANCE 289 OTHER PROGRAM EXPENSES 2,610 MEMBERSHIP EXPENSE 1,054 GRADE LEVEL EXPENSES 2,997 PRINCIPAL CHALLENGE 1,640 SCHOOL OFFICE 5,223 TEACHER 100 2,933 TEACHER SUPPORT 107 TOTAL 25,081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ELEMENTARY SCHOOL PARENT TEACHER ASSOCIATION FOR THE BENEFIT OF PUBLIC EDUCATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ELEMENTARY SCHOOL PARENT TEACHER ASSOCIATION FOR THE BENEFIT OF PUBLIC EDUCATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE CARR-MAX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07725645309
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LIBERTY MAGNET PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0010712926
ReturnHeader/Filer/PhoneNum07725645309
ReturnHeader/Filer/USAddress/AddressLine1Txt06850 81ST STREET
ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032967
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471193879
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID P REISINGER CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06443 55TH SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VERO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0329675389
ReturnHeader/PreparerPersonGrp/PhoneNum07724137121
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID REISINGER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-13T11:32:05-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARR-MAX
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.$12.6$12.6$38.1$45.3$7.24
2024Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$40.5$33.7$6.80
2023Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$28.2$25.1$3.14
2022Detailed filing. Detailed filing data is available for this year.$9.86$0.00$9.86$18.3$17.5$0.86
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.99$0.00$8.99$20.4$28.9$8.49
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$17.5$0.00$17.5$29.4$18.8$10.6
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.88$0.00$6.88$33.7$38.5$4.75
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.00$11.6$25.1$28.3$3.22
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$14.9$0.00$14.9$23.7$25.8$2.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$0.00$17.0$17.8$22.4$4.58
2015Summary only. Only limited summary data is available for this year.$21.5$0.00$20.1$20.1$0.03
2014Summary only. Only limited summary data is available for this year.$12.2$0.00$20.7$18.0$2.69
2013Summary only. Only limited summary data is available for this year.$21.5$0.00$10.4$1.37$9.02
2012Summary only. Only limited summary data is available for this year.$12.5$0.00$4.84$1.98$2.85