Civic Intelligence

PTA Florida Congress Oakstead Elementary School

990EZ • Fiscal year 2022 • EIN 02-0777764

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 13, 2023

Organization ProfileN/A
19925 Lake Patience RoadLand O Lakes, FL 34638

(727) 534-0642

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.

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

94th percentile

70%

Higher net margin than 94% 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

97th percentile

300%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

93rd percentile

284%

Faster revenue growth than 93% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$48,835

Up $36,619 (+300%) from 2021

Net Assets

$48,835

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin94th percentile

Revenue

Up

$52,063

Up $38,519 (+284%) from 2021

Expenses

Down

$15,444

Down $32,302 (-68%) from 2021

Net Income

Up

$36,619

Up $70,821 (+207%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

2022

Assets$48,835
Liabilities$0
Net Assets$48,835
Open 2022 Filing

Operations Trend

Revenue Growth93rd percentile

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

2022

Revenue$52,063
Expenses$15,444
Net Income$36,619
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 13, 2023
Return Version
2021v4.0
Gross Receipts
$93,627
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.

Providing program services to support Oakstead Elementary School promoting specific skills and character traits important for child development and social integrity, including teamwork, respect, responsibility and leadership.

Program Services

DescriptionGrantsExpenses
Providing an opportunity for enrichment through technology and various activities$0$9,012
To provide development programs to students and promote reading growth, good test taking skills, and reducing stress$0$4,008
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tanya RiddickPresidentPT$0--
Tanya RiddickVP Of Membership And Programs-$0--
Nicole BagdanovVP Of FundraisingPT$0--
Rachel AndersonTreasurer-$0--
Cristina CageRecording Secretary-$0--
Alicia RiekCorresponding Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Otter Olympics$58,441$58,441$19,679$38,762
Holiday Shop$20,119$20,119$13,474$6,645
Total Events$90,399$90,399$41,565$48,834
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress Oakstead Elementary School
EIN
02-0777764
Phone
7275340642
Address
19925 LAKE PATIENCE ROAD, LAND O LAKES, FL 34638

Signing Officer

Name
Joshua Bergeron
Title
Treasurer
Phone
7275340642
Signed
2023-03-13
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Student enrichment activities;9012|staff recognition and appreciation;4008|PTA county and state dues;1310|Insurance;487|Hospitality and family engagement;451|Office Supplies;150|Bank fees;26^Total;15444^”

Raw XML Appendix229 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/PersonNm3Rachel Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Cristina Cage
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Alicia Riek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP of Membership and Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Corresponding Secretary
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherRevenueTotalAmt00
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IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Providing an opportunity for enrichment through technology and various activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1To provide development programs to students and promote reading growth, good test taking skills, and reducing stress
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09012
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02777
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0885
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06723
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt090399
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt028362
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt070811
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt065652
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt069949
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0325173
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0451
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0833
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt01527
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt01397
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt01615
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt05823
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0337719
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt093627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030381
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt067799
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt072689
IRS990ScheduleA/Total509Grp/TotalAmt0337719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt093627
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt073223
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0337719
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041565
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Otter Olympics
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Holiday Shop
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt058441
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020119
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt058441
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020119
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt090399
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt048834
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019679
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013474
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Student enrichment activities;9012|staff recognition and appreciation;4008|PTA county and state dues;1310|Insurance;487|Hospitality and family engagement;451|Office Supplies;150|Bank fees;26^Total;15444^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0The return was prepared by the 2021 school year treasurer and filed in October 2022; however, it was filed via paper forms. These were returned to the Oakstead PTA in late January 2023 with instructions to e-file. The returns were received by the 2022 treasurer at that time, who had only taken over this year and had never filed the PTA's returns. Unsure of the protocol for IRS mailings, she held the forms until the next meeting in February, when I was approached to serve as the Treasurer and assist with the e-filing of the forms. I took the returned forms home and researched the proper e-filing method, but wanted to review the source data for 2021 numbers before filing again with my signature attached. The delay in re-filing the 2021 return was not due to a disregard for the process or an attempt to delay the returns. The delay from the time of the receipt of the 2021 forms until today was due to the desire to ensure that the information was correct prior to submitting. Due to the fact that these delays were due to nothing more than confusion and changes in process, we respectfully request that no penalties be charged for the time required to e-file after the paper returns were mailed back. Rest assured, the process is well understood for filing the 2022 returns, which will be electronically filed on time. Please don't hesitate to reach out with questions and thank you for your understanding.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA BERGERON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07275340642
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS OAKSTEAD ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0020777764
ReturnHeader/Filer/PhoneNum07275340642
ReturnHeader/Filer/USAddress/AddressLine1Txt019925 LAKE PATIENCE ROAD
ReturnHeader/Filer/USAddress/CityNm0LAND O LAKES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034638
ReturnHeader/ReturnTs02023-03-13T21:04:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,835
Liabilities
$0
Net assets
$48,835
Revenue
$52,063
Expenses
$15,444
Net income
$36,619
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