Civic Intelligence

PTA Florida Congress Oakstead Elementary School

990EZ • Fiscal year 2014 • EIN 02-0777764

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 05, 2014

Organization ProfileN/A
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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-19%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$9,289

Up $1,162 (+14%) from 2013

Net Assets

Up

$9,289

Up $1,162 (+14%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin49th percentile

Revenue

Down

$42,691

Down $10,302 (-19%) from 2013

Expenses

Down

$41,529

Down $9,193 (-18%) from 2013

Net Income

Down

$1,162

Down $1,109 (-49%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2014

Assets$9,289
Liabilities$0
Net Assets$9,289
Open 2014 Filing

Operations Trend

Revenue Growth23rd 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

2014

Revenue$42,691
Expenses$41,529
Net Income$1,162
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 5, 2014
Return Version
2013v4.0
Gross Receipts
$111,925
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-$31,474
TO PROVIDE DEVELOPMENT PROGRAMS TO STUDENTS AND PROMOTE READING GROWTH, PRGOOD TEST TAKING SKILLS AND REDUCING STRESS-$6,511
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL ZACHARIASPresidentPT$0--
LISA CROUSE1st VPPT$0--
ALEXIS HOFFMAN2nd VPPT$0--
KERRIN LAARITreasurerPT$0--
DOREEN PEREZRecording SePT$0--
TINA GALLAGHERCorresp SecrPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$67,102$67,102$37,641$29,461
Event 2$8,958$8,958$4,788$4,170
Total Events$105,146$105,146$67,156$37,990
Filing and Contact Details

Filer

EIN
02-0777764
Phone
9549817940

Signing Officer

Name
Kerrin Laari
Title
Treasurer
Phone
9549817940
Signed
2014-12-05
Discuss with paid preparer
Yes

Preparer

Preparer
Mark C Brunt CPA
Phone
9549817940
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses event supplies 718 bank fees 41 office supplies 155 technology 10,872 recognition/apreciation 4,261 convention/meetings expense 1,483 insurance 426 genral school fund 6,511 guidance, music, classrm 4,700 school oes programs 4,000 campus enhancements 6,581 county council dues 70 state national pta dues 1,169 recess equipment 342 total 41,329”

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 Appendix153 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JILL ZACHARIAS
CompensationExplanation/CompensationExplanationGrp/PersonNm1LISA CROUSE
CompensationExplanation/CompensationExplanationGrp/PersonNm2ALEXIS HOFFMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm3KERRIN LAARI
CompensationExplanation/CompensationExplanationGrp/PersonNm4DOREEN PEREZ
CompensationExplanation/CompensationExplanationGrp/PersonNm5TINA GALLAGHER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KERRIN LAARI
IRS990EZ/BooksInCareOfDetail/PhoneNum08133461500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1019925 LAKE PATIENCE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0LAND O LAKES
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode034638
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08127
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09289
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03494
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01162
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08127
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09289
IRS990EZ/FundraisingGrossIncomeAmt0108431
IRS990EZ/GrossReceiptsAmt0111925
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08127
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09289
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08127
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09289
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JILL ZACHARIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA CROUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALEXIS HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KERRIN LAARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DOREEN PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TINA GALLAGHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESP SECR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041329
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, PRGOOD TEST TAKING SKILLS AND REDUCING STRESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE AN OPPORTUNITY FOR ENRICHMENT THROUGH TECHNOLOGY AND VARIOUS ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06511
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt131474
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt069234
IRS990EZ/SpecialEventsNetIncomeLossAmt039197
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041529
IRS990EZ/TotalProgramServiceExpensesAmt037985
IRS990EZ/TotalRevenueAmt042691
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03494
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06857
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0108431
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt06857
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03494
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03363
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06857
IRS990ScheduleA/TotalSupportAmt06857
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt067156
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt067102
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08958
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt029086
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0105146
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt067102
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08958
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt029086
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0105146
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0BOOSTER A THON
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0HOLIDAY SHOP
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037990
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt024727
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt067156
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037641
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04788
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES EVENT SUPPLIES 718 BANK FEES 41 OFFICE SUPPLIES 155 TECHNOLOGY 10,872 RECOGNITION/APRECIATION 4,261 CONVENTION/MEETINGS EXPENSE 1,483 INSURANCE 426 GENRAL SCHOOL FUND 6,511 GUIDANCE, MUSIC, CLASSRM 4,700 SCHOOL OES PROGRAMS 4,000 CAMPUS ENHANCEMENTS 6,581 COUNTY COUNCIL DUES 70 STATE NATIONAL PTA DUES 1,169 RECESS EQUIPMENT 342 TOTAL 41,329
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRIN LAARI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09549817940
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA FLORIDA CONGRESS OAKSTEAD
ReturnHeader/Filer/BusinessName/BusinessNameLine20ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0020777764
ReturnHeader/Filer/PhoneNum09549817940
ReturnHeader/Filer/USAddress/AddressLine1019925 LAKE PATIENCE ROAD
ReturnHeader/Filer/USAddress/City0LAND O LAKES
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034638
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650674666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BRUNT SWEENEY MATZ PA CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107369 SHERIDAN ST STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HOLLYWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0330242776
ReturnHeader/PreparerPersonGrp/PhoneNum09549817940
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK C BRUNT CPA
ReturnHeader/ReturnTs02015-01-13T07:48:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,289
Liabilities
$0
Net assets
$9,289
Revenue
$42,691
Expenses
$41,529
Net income
$1,162
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