Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2021 • EIN 23-7102322

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 08, 2021

3910 W Morrison AveTampa, FL 33629-4439

(678) 613-0853

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

44th percentile

4.4%

Higher net margin than 44% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$57,574

No earlier filing loaded for comparison.

Net Assets

$57,574

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$86,452

No earlier filing loaded for comparison.

Expenses

$82,624

No earlier filing loaded for comparison.

Net Income

$3,828

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2021: $57,574Net Assets 2021: $57,5742021Assets 2022: $86,019Liabilities 2022: $2,470Net Assets 2022: $83,5492022Assets 2023: $132,749Liabilities 2023: $0Net Assets 2023: $132,7492023Assets 2024: $271,342Liabilities 2024: $0Net Assets 2024: $271,3422024Assets 2025: $214,604Liabilities 2025: $0Net Assets 2025: $214,6042025

Highlighted filing

2021

Assets$57,574
Liabilities-
Net Assets$57,574

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2021: $86,452Expenses 2021: $82,624Net Income 2021: $3,8282021Revenue 2022: $164,091Expenses 2022: $138,116Net Income 2022: $25,9752022Revenue 2023: $239,990Expenses 2023: $190,790Net Income 2023: $49,2002023Revenue 2024: $221,923Expenses 2024: $83,330Net Income 2024: $138,5932024Revenue 2025: $197,121Expenses 2025: $253,859Net Income 2025: -$56,7382025

Highlighted filing

2021

Revenue$86,452
Expenses$82,624
Net Income$3,828
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 8, 2021
Return Version
2020v4.0
Gross Receipts
$101,535
Mission and Program Overview

Mission

The Grady Elementary PTA's primary purpose is to support the specific needs of our school and make it a better place for children to learn. Parents of students work together with teachers and school staff to volunteer at the school, raise money to support the needs of our school and link families to important school and community information. Our organization benefits approximately 600 students and 70 teachers.

The Grady Elementary PTA's primary purpose is to support the specific needs of our school to make it a better place for children to learn. Parents of students work together with teachers and school staff to volunteer at the school raise money to support the needs of our school and link families to important school and community information. Our organization benefits approximately 600 students and 70 teachers.

Program Services

DescriptionGrantsExpenses
The primary purpose of our organization is to support the specific needs of our school and make it a better place for children to learn. Our organization benefits approximately 600 students and 70 teachers.$0$82,624
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Norma MaizPresidentPT$0--
Heather MonizTreasurer-$0--
Margarita RivasSecretary-$0--
Jannine NewardVP Of Special Projects-$0--
Rachael ZyskVP Of Membership-$0--
Kate NelsonVP Of Sponsorship-$0--
Kat CowleyVP Of Fundraising-$0--
Jahaira QuintanaVP Of Events-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sponsorships$45,727$45,727$1,811$43,916
Spring Auction$26,728$26,728$5,365$21,363
Total Events$90,180$90,180$13,783$76,397
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
23-7102322
In Care Of
% Heather Moniz
Address
3910 W MORRISON AVE, TAMPA, FL 33629-4439

Signing Officer

Name
Heather T Moniz
Title
Treasurer
Signed
2021-11-08
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Part I, line 16

| Other Expenses:, Amount:| Merchant Fees, $3490.00| Liability Insurance, $805.00| Fees & Dues, $178.00| Miscellaneous Expenses, $1666.00| Summer Interim Spending, $540.00| Training, $400.00|

Part I, line 20

| Description:, Explanation:, Amount:| 5th Grade Funds 2020-2021, 5th grade funds deposited into our account. These are not PTA funds and are not recorded on our financials., $-2142|

Raw XML Appendix199 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/TitleTxt4VP of Membership
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Sponsorships
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Merchant Fees, $3490.00| Liability Insurance, $805.00| Fees & Dues, $178.00| Miscellaneous Expenses, $1666.00| Summer Interim Spending, $540.00| Training, $400.00|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Description:, Explanation:, Amount:| 5th Grade Funds 2020-2021, 5th grade funds deposited into our account. These are not PTA funds and are not recorded on our financials., $-2142|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Heather T Moniz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237102322
ReturnHeader/Filer/ForeignPhoneNum06786130853
ReturnHeader/Filer/InCareOfNm0% Heather Moniz
ReturnHeader/Filer/USAddress/AddressLine1Txt03910 W MORRISON AVE
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0336294439
ReturnHeader/ReturnTs02021-11-08T18:13:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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