PTA Florida Congress Oakstead Elementary School

990EZ • Fiscal year 2016 • EIN 02-0777764

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 20, 2016

Organization Profile N/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.

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

-5.6%

Higher net margin than 29% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

-32%

Faster asset growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

8.4%

Faster revenue growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets56th percentile

Assets

Down

$4,848

Down $2,232 (-32%) from 2015

Net Assets

Down

$4,848

Down $2,232 (-32%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin29th percentile

Revenue

$39,987

Up $3,090 (+8.4%) from 2015

Expenses

$42,219

Up $3,114 (+8.0%) from 2015

Net Income

Down

-$2,232

Down $24 (-1.1%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

Highlighted filing

2016

Assets$4,848

Liabilities$0

Net Assets$4,848

Open 2016 Filing

Operations Trend

Revenue Growth61st percentile

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

Highlighted filing

2016

Revenue$39,987

Expenses$42,219

Net Income-$2,232

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2015 to Jun 30, 2016
Signed: Dec 20, 2016
Return Version: 2015v3.0
Gross Receipts: $61,005

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

Description	Grants	Expenses
PROVIDE AN OPPORTUNITY FOR ENRICHMENT THROUGH TECHNOLOGY AND VARIOUS ACTIVITIES	-	$37,063
TO PROVIDE DEVELOPMENT PROGRAMS TO STUDENTS AND PROMOTE READING GROWTH, GOOD TEST TAKING SKILLS AND REDUCING STRESS	-	$3,000

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JILL ZACHARIAS	President	PT	$0	-	-
SUE REARDON	1st VP	PT	$0	-	-
STEPHEN JACKSON	2nd VP	PT	$0	-	-
CHRISTINA CAGE	3rd VP	PT	$0	-	-
KATHERINE ANDROFF	Treasurer	PT	$0	-	-
CHERYL FABER	Recording Se	PT	$0	-	-
CRISTINA BERGMAN	Corresp Secr	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Boosterthon	$31,992	$31,992	$2,043	$29,949
Holiday Shop	$10,356	$10,356	$5,602	$4,754
Total Events	$48,045	$48,045	$13,026	$35,019

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: 2016-12-20
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 bank fees 66 office supplies 88 technology 5,000 recognition/apreciation 6,220 insurance 470 genral school fund 2,000 guidance 1,700 school oes programs 1,000 campus enhancements 6,900 county council dues 70 state national pta dues 1,012 reading oes programs 1,000 5th grade celebration 800 field day 600 other program expenses 143 music 1,500 playground 13,200 total 41,769”

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 Appendix161 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/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	false
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IRS990EZ/MethodOfAccountingAccrualInd	0	X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	20.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	6	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	JILL ZACHARIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	SUE REARDON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	CRISTINA BERGMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	1ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	2ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	3RD VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	CORRESP SECR
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	41769
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	TO PROVIDE DEVELOPMENT PROGRAMS TO STUDENTS AND PROMOTE READING GROWTH, GOOD TEST TAKING SKILLS AND REDUCING STRESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	PROVIDE AN OPPORTUNITY FOR ENRICHMENT THROUGH TECHNOLOGY AND VARIOUS ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	3000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	37063
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	21018
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	36679
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	42219
IRS990EZ/TotalProgramServiceExpensesAmt	0	40063
IRS990EZ/TotalRevenueAmt	0	39987
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	3308
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	2916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	3494
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	3363
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	13081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	57697
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	57697
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	70778
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	61005
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	2916
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	3494
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	3363
IRS990ScheduleA/Total509Grp/TotalAmt	0	70778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	61005
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	2916
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	70778
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	13026
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	HOLIDAY SHOP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	31992
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	10356
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	5697
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	48045
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	31992
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	35019
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	5381
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	2043
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	5602
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES BANK FEES 66 OFFICE SUPPLIES 88 TECHNOLOGY 5,000 RECOGNITION/APRECIATION 6,220 INSURANCE 470 GENRAL SCHOOL FUND 2,000 GUIDANCE 1,700 SCHOOL OES PROGRAMS 1,000 CAMPUS ENHANCEMENTS 6,900 COUNTY COUNCIL DUES 70 STATE NATIONAL PTA DUES 1,012 READING OES PROGRAMS 1,000 5TH GRADE CELEBRATION 800 FIELD DAY 600 OTHER PROGRAM EXPENSES 143 MUSIC 1,500 PLAYGROUND 13,200 TOTAL 41,769
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART III
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KATHERINE ANDROFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9549817940
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PTA FLORIDA CONGRESS OAKSTEAD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAF
ReturnHeader/Filer/EIN	0	020777764
ReturnHeader/Filer/PhoneNum	0	9549817940
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	19925 LAKE PATIENCE ROAD
ReturnHeader/Filer/USAddress/CityNm	0	LAND O LAKES
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	34638
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	650674666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BRUNT SWEENEY MATZ PA CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	7369 SHERIDAN ST STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	HOLLYWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	330242776
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9549817940
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MARK C BRUNT CPA
ReturnHeader/ReturnTs	0	2017-01-12T16:03:17-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-07-01
ReturnHeader/TaxPeriodEndDt	0	2016-06-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,848
Liabilities: $0
Net assets: $4,848
Revenue: $39,987
Expenses: $42,219
Net income: -$2,232

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2016Detailed filing. Detailed filing data is available for this year.	$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