Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2022 • EIN 23-7102322

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 14, 2022

3910 W Morrison AveTampa, FL 33629

(800) 373-5782

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

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

Net Margin

66th percentile

16%

Higher net margin than 66% 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

84th percentile

49%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

82nd percentile

90%

Faster revenue growth than 82% of similar nonprofits.

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

Assets

Up

$86,019

Up $28,445 (+49%) from 2021

Net Assets

Up

$83,549

Up $25,975 (+45%) from 2021

Liabilities

$2,470

No earlier filing loaded for comparison.

Revenue

Up

$164,091

Up $77,639 (+90%) from 2021

Expenses

Up

$138,116

Up $55,492 (+67%) from 2021

Net Income

Up

$25,975

Up $22,147 (+579%) from 2021

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

2022

Assets$86,019
Liabilities$2,470
Net Assets$83,549

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

2022

Revenue$164,091
Expenses$138,116
Net Income$25,975
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$180,006
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.

Program Services

DescriptionGrantsExpenses
Renovated media center with modern materials and layouts to allow for better utilization and learning$0$63,539
Organizing afterschool clubs and activities for students$0$21,537
Installed large fans in outdoor pavilion, providing cooling so that more student activities can take place in the space.$0$20,485
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jannine NewardPresidentPT$0--
Ivelise RevettVP Communications-$0--
Nikki BaldwinVP Events-$0--
Megan PearceVP Fundraising-$0--
Dorothy HulseyVP Membership-$0--
Lina GoldbergVP Special Projects-$0--
Nicole McGaugheyVP Sponsorship-$0--
Heather GoldVP Volunteer Relations-$0--
Norma MaizCorresponding Secretary-$0--
Katie SickleSecretary-$0--
Dan GoldbergTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Auction$40,296$40,296$8,890$31,406
Walk A Thon$35,795$35,795$7,025$28,770
Total Events$76,091$76,091$15,915$60,176
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
23-7102322
Phone
8003735782
Address
3910 W Morrison Ave, Tampa, FL 33629

Signing Officer

Name
Daniel Goldberg
Title
Treasurer
Phone
9012579699
Signed
2022-11-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Teacher grants, academic enrichment, and classroom supplies

Form 990-EZ, Part I, Line 16

Description;Amount^Academic Enrichment;458|Fees and Dues;219|Insurance;726|Misc Expenses;516|Supplies;843|Charitable Contributions;1000|Grady Cleanup;59|Health and Wellness;3126|Jump Rope for Heart;155|Kindergarden Roundup;65|Academic Enrichment for ELP;1136|Art Enrichment;-653|Beautification;643|Fans for Pavilion;20485|Media Center Reno;63539|Teacher classroom supplies;2735|Back to school brunch;924|Conference night;1045|Hospitality and gifts;1259|Teacher Appreciation;4636|Afterschool enrichment clubs expenses;21537|Fall Festival Expenses;2748|Merchant Fees;3668|Sponsorship expense;970|Yearbook expenses;2114^Total;133953^

Form 990-EZ, Part II, Line 26

Funds in 5th grade account - earned from various fundraising and held by PTA until used by 5th grade class.

Raw XML Appendix221 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/PersonNm0Daniel Goldberg
IRS990EZ/BooksInCareOfDetail/PhoneNum08138725325
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03910 W Morrison Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tampa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033629
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057574
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IRS990EZ/FundraisingGrossIncomeAmt076091
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04163
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jannine Neward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ivelise Revett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nikki Baldwin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Megan Pearce
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dorothy Hulsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lina Goldberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Nicole McGaughey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Heather Gold
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Norma Maiz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Katie Sickle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Dan Goldberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Events
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Special Projects
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Sponsorship
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP Volunteer Relations
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Corresponding Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0133953
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt028046
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Renovated media center with modern materials and layouts to allow for better utilization and learning
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Installed large fans in outdoor pavilion, providing cooling so that more student activities can take place in the space.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Organizing afterschool clubs and activities for students
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063539
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120485
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt221537
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt015915
IRS990EZ/SpecialEventsNetIncomeLossAmt060176
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02470
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0138116
IRS990EZ/TotalProgramServiceExpensesAmt0105561
IRS990EZ/TotalRevenueAmt0164091
IRS990EZ/TransactionWithControlEntInd00
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt075195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0328
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt075523
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt075523
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt075195
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0328
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt075523
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt075195
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0328
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt075523
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015915
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Spring Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Walk A Thon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040296
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt035795
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt076091
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040296
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt035795
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt076091
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt060176
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015915
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08890
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07025
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Teacher grants, academic enrichment, and classroom supplies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Academic Enrichment;458|Fees and Dues;219|Insurance;726|Misc Expenses;516|Supplies;843|Charitable Contributions;1000|Grady Cleanup;59|Health and Wellness;3126|Jump Rope for Heart;155|Kindergarden Roundup;65|Academic Enrichment for ELP;1136|Art Enrichment;-653|Beautification;643|Fans for Pavilion;20485|Media Center Reno;63539|Teacher classroom supplies;2735|Back to school brunch;924|Conference night;1045|Hospitality and gifts;1259|Teacher Appreciation;4636|Afterschool enrichment clubs expenses;21537|Fall Festival Expenses;2748|Merchant Fees;3668|Sponsorship expense;970|Yearbook expenses;2114^Total;133953^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Funds in 5th grade account - earned from various fundraising and held by PTA until used by 5th grade class.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Goldberg
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09012579699
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237102322
ReturnHeader/Filer/PhoneNum08003735782
ReturnHeader/Filer/USAddress/AddressLine1Txt03910 W Morrison Ave
ReturnHeader/Filer/USAddress/CityNm0Tampa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033629
ReturnHeader/ReturnTs02022-11-14T20:32:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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