Civic Intelligence

PTA Florida Congress Oakstead Elementary School

990EZ • Fiscal year 2015 • EIN 02-0777764

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 15, 2016

19925 Lake Patience RoadLand O Lakes, FL 34638

(954) 981-7940

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

28th percentile

-6.0%

Higher net margin than 28% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$7,080

Down $2,209 (-24%) from 2014

Net Assets

Down

$7,080

Down $2,209 (-24%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$36,897

Down $5,794 (-14%) from 2014

Expenses

Down

$39,105

Down $2,424 (-5.8%) from 2014

Net Income

Down

-$2,208

Down $3,370 (-290%) from 2014

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $8,127Liabilities 2013: $0Net Assets 2013: $8,1272013Assets 2014: $9,289Liabilities 2014: $0Net Assets 2014: $9,2892014Assets 2015: $7,080Liabilities 2015: $0Net Assets 2015: $7,0802015Assets 2016: $4,848Liabilities 2016: $0Net Assets 2016: $4,8482016Assets 2017: $7,606Liabilities 2017: $0Net Assets 2017: $7,6062017Assets 2018: $10,369Liabilities 2018: $0Net Assets 2018: $10,3692018Assets 2019: $9,498Liabilities 2019: $02019Assets 2020: $46,418Liabilities 2020: $02020Assets 2021: $12,216Liabilities 2021: $02021Assets 2022: $48,835Liabilities 2022: $0Net Assets 2022: $48,8352022Assets 2023: $20,462Liabilities 2023: $0Net Assets 2023: $20,4622023Assets 2024: $20,915Liabilities 2024: $0Net Assets 2024: $20,9152024Assets 2025: $41,722Liabilities 2025: $0Net Assets 2025: $41,7222025

Highlighted filing

2015

Assets$7,080
Liabilities$0
Net Assets$7,080

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $52,993Expenses 2013: $50,722Net Income 2013: $2,2712013Revenue 2014: $42,691Expenses 2014: $41,529Net Income 2014: $1,1622014Revenue 2015: $36,897Expenses 2015: $39,105Net Income 2015: -$2,2082015Revenue 2016: $39,987Expenses 2016: $42,219Net Income 2016: -$2,2322016Revenue 2017: $42,918Expenses 2017: $40,161Net Income 2017: $2,7572017Revenue 2018: $38,645Expenses 2018: $35,884Net Income 2018: $2,7612018Revenue 2019: $32,548Expenses 2019: $33,419Net Income 2019: -$8712019Revenue 2020: $44,558Expenses 2020: $13,846Net Income 2020: $30,7122020Revenue 2021: $13,544Expenses 2021: $47,746Net Income 2021: -$34,2022021Revenue 2022: $52,063Expenses 2022: $15,444Net Income 2022: $36,6192022Revenue 2023: $27,651Expenses 2023: $56,024Net Income 2023: -$28,3732023Revenue 2024: $80,769Expenses 2024: $80,316Net Income 2024: $4532024Revenue 2025: $74,539Expenses 2025: $53,733Net Income 2025: $20,8062025

Highlighted filing

2015

Revenue$36,897
Expenses$39,105
Net Income-$2,208
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 15, 2016
Return Version
2014v6.0
Gross Receipts
$65,187
Mission and Program Overview

Mission

Providing progam services to support oakstead elementary school, promoting specific skills and character traits important for child development and social integrity, including teamwork, respect, resposibility and leadership.

Program Services

DescriptionGrantsExpenses
PROVIDE AN OPPORTUNITY FOR ENRICHMENT THROUGH TECHNOLOGY AND VARIOUS ACTIVITIES-$33,734
TO PROVIDE DEVELOPMENT PROGRAMS TO STUDENTS AND PROMOTE READING GROWTH, GOOD TEST TAKING SKILLS AND REDUCING STRESS-$3,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL ZACHARIASPresidentPT$0--
SUE REARDON1st VPPT$0--
ALEXIS HOFFMAN2nd VPPT$0--
DOREEN PEREZ3rd VPPT$0--
KATHERINE ANDROFFTreasurerPT$0--
KATHERINE ANDROFFTreasurerPT$0--
EMILY SIKESRecording SePT$0--
TINA GALLAGHERCorresp SecrPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Booster a Thon$32,961$32,961$7,796$25,165
Holiday Shop$10,801$10,801$5,917$4,884
Total Events$50,648$50,648$18,014$32,634
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress Oakstead
EIN
02-0777764
Phone
9549817940
Address
19925 LAKE PATIENCE ROAD, LAND O LAKES, FL 34638

Signing Officer

Name
Katherine Androff
Title
Treasurer
Phone
9549817940
Signed
2016-01-15
Discuss with paid preparer
Yes

Preparer

Firm
BRUNT SWEENEY MATZ PA CPA'S
Address
7369 SHERIDAN ST STE 201, HOLLYWOOD, FL 33024-2776
Preparer
Mark C Brunt CPA
Phone
9549817940
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses event supplies 101 bank fees 135 office supplies 220 membership incentives 130 technology 5,000 recognition/apreciation 7,013 insurance 470 genral school fund 2,000 guidance, music, classrm 4,834 school oes programs 1,000 campus enhancements 14,056 county council dues 70 state national pta dues 1,176 reading oes programs 1,000 5th grade celebration 800 field day 600 other program expenses 200 total 38,805

Form 990-ez, Part III

Providing progam services to support oakstead elementary school, promoting specific skills and character traits important for child development and social integrity, including teamwork, respect, resposibility and leadership.

Raw XML Appendix157 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0KATIE ANDROFF
IRS990EZ/BooksInCareOfDetail/PhoneNum08133461500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019925 LAKE PATIENCE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAND O LAKES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034638
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09288
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07080
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02916
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2208
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09288
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07080
IRS990EZ/FundraisingGrossIncomeAmt062271
IRS990EZ/GrossReceiptsAmt065187
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09288
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07080
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09288
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07080
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JILL ZACHARIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUE REARDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALEXIS HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DOREEN PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHERINE ANDROFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHERINE ANDROFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6EMILY SIKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TINA GALLAGHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33RD VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CORRESP SECR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038805
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING PROGAM SERVICES TO SUPPORT OAKSTEAD ELEMENTARY SCHOOL, PROMOTING SPECIFIC SKILLS AND CHARACTER TRAITS IMPORTANT FOR CHILD DEVELOPMENT AND SOCIAL INTEGRITY, INCLUDING TEAMWORK, RESPECT, RESPOSIBILITY AND LEADERSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE DEVELOPMENT PROGRAMS TO STUDENTS AND PROMOTE READING GROWTH, GOOD TEST TAKING SKILLS AND REDUCING STRESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE AN OPPORTUNITY FOR ENRICHMENT THROUGH TECHNOLOGY AND VARIOUS ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt133734
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028290
IRS990EZ/SpecialEventsNetIncomeLossAmt033981
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039105
IRS990EZ/TotalProgramServiceExpensesAmt036734
IRS990EZ/TotalRevenueAmt036897
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03494
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09773
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt062271
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt09773
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02916
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03494
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03363
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09773
IRS990ScheduleA/TotalSupportAmt09773
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018014
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTER A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY SHOP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032961
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010801
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06886
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050648
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032961
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010801
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06886
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050648
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032634
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04301
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018014
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07796
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05917
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES EVENT SUPPLIES 101 BANK FEES 135 OFFICE SUPPLIES 220 MEMBERSHIP INCENTIVES 130 TECHNOLOGY 5,000 RECOGNITION/APRECIATION 7,013 INSURANCE 470 GENRAL SCHOOL FUND 2,000 GUIDANCE, MUSIC, CLASSRM 4,834 SCHOOL OES PROGRAMS 1,000 CAMPUS ENHANCEMENTS 14,056 COUNTY COUNCIL DUES 70 STATE NATIONAL PTA DUES 1,176 READING OES PROGRAMS 1,000 5TH GRADE CELEBRATION 800 FIELD DAY 600 OTHER PROGRAM EXPENSES 200 TOTAL 38,805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDING PROGAM SERVICES TO SUPPORT OAKSTEAD ELEMENTARY SCHOOL, PROMOTING SPECIFIC SKILLS AND CHARACTER TRAITS IMPORTANT FOR CHILD DEVELOPMENT AND SOCIAL INTEGRITY, INCLUDING TEAMWORK, RESPECT, RESPOSIBILITY AND LEADERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE ANDROFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09549817940
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS OAKSTEAD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0020777764
ReturnHeader/Filer/PhoneNum09549817940
ReturnHeader/Filer/USAddress/AddressLine1Txt019925 LAKE PATIENCE ROAD
ReturnHeader/Filer/USAddress/CityNm0LAND O LAKES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034638
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650674666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRUNT SWEENEY MATZ PA CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07369 SHERIDAN ST STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLLYWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0330242776
ReturnHeader/PreparerPersonGrp/PhoneNum09549817940
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK C BRUNT CPA
ReturnHeader/ReturnTs02016-01-22T10:24:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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.$41.7$0.00$41.7$74.5$53.7$20.8
2024Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$80.8$80.3$0.45
2023Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$27.7$56.0$28.4
2022Detailed filing. Detailed filing data is available for this year.$48.8$0.00$48.8$52.1$15.4$36.6
2021Summary only. Only limited summary data is available for this year.$12.2$0.00$13.5$47.7$34.2
2020Summary only. Only limited summary data is available for this year.$46.4$0.00$44.6$13.8$30.7
2019Summary only. Only limited summary data is available for this year.$9.50$0.00$32.5$33.4$0.87
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.00$10.4$38.6$35.9$2.76
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.61$0.00$7.61$42.9$40.2$2.76
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.00$4.85$40.0$42.2$2.23
2015Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$36.9$39.1$2.21
2014Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$42.7$41.5$1.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.13$0.00$8.13$53.0$50.7$2.27