Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2015 • EIN 23-7102323

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 15, 2015

705 Deleon StreetTampa, FL 33606

(813) 276-5673

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$32,400

Down $19,724 (-38%) from 2014

Net Assets

Down

$32,400

Down $19,724 (-38%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$80,656

Up $8,298 (+11%) from 2014

Expenses

Up

$100,380

Up $37,647 (+60%) from 2014

Net Income

Down

-$19,724

Down $29,349 (-305%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $41,534Net Assets 2012: $41,5342012Assets 2013: $42,499Net Assets 2013: $42,4992013Assets 2014: $52,124Net Assets 2014: $52,1242014Assets 2015: $32,400Net Assets 2015: $32,4002015Assets 2017: $53,460Net Assets 2017: $53,4602017Assets 2019: $45,275Net Assets 2019: $45,2752019Assets 2020: $63,402Net Assets 2020: $63,4022020Assets 2021: $77,862Net Assets 2021: $77,8622021Assets 2022: $116,530Liabilities 2022: $226Net Assets 2022: $116,3042022Assets 2023: $65,696Liabilities 2023: $0Net Assets 2023: $65,6962023Assets 2025: $26,842Liabilities 2025: $0Net Assets 2025: $26,8422025

Highlighted filing

2015

Assets$32,400
Liabilities-
Net Assets$32,400

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $81,742Expenses 2012: $83,898Net Income 2012: -$2,1562012Revenue 2013: $44,121Expenses 2013: $43,156Net Income 2013: $9652013Revenue 2014: $72,358Expenses 2014: $62,733Net Income 2014: $9,6252014Revenue 2015: $80,656Expenses 2015: $100,380Net Income 2015: -$19,7242015Revenue 2017: $96,497Expenses 2017: $82,059Net Income 2017: $14,4382017Revenue 2019: $84,297Expenses 2019: $90,589Net Income 2019: -$6,2922019Revenue 2020: $69,337Expenses 2020: $51,217Net Income 2020: $18,1202020Revenue 2021: $52,378Expenses 2021: $37,918Net Income 2021: $14,4602021Revenue 2022: $96,622Expenses 2022: $58,180Net Income 2022: $38,4422022Revenue 2023: $110,907Expenses 2023: $158,984Net Income 2023: -$48,0772023Revenue 2025: $75,454Expenses 2025: $116,075Net Income 2025: -$40,6212025

Highlighted filing

2015

Revenue$80,656
Expenses$100,380
Net Income-$19,724
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 15, 2015
Return Version
2014v5.0
Gross Receipts
$85,718
Mission and Program Overview

Mission

Child advocacy and fundraising for gorrie elementary school & students

Program Services

DescriptionGrantsExpenses
DAD'S CLUB, FALL CARNIVAL, FIRST DAY PACKETS, SKATING PARTY, ENTERTAINMENT EQUIPMENT, SPECIAL RECOGNITION, TEACHER APPRECIATION WEEK, ART & MUSIC, 125TH ANNIVERSARY CELEBRATION, MINI GRANTS, EDUCATION & SAFETY PROGRAM/INCENTIVE, GORRIE CARES SERVICE, HOSPITALITY, YEARBOOK EXPENSES-$48,424
27 LAPTOPS AND LAPTOP CHARGING CART-$25,034
10 PROJECTORS AND 13 ELMO VIEWERS-$7,802
5TH GRADE GRADUATION EVENT/TRIP AND END OF YEAR CELEBRATION-$6,401
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM PAULKPresident-$0--
LAURA VALENTI2nd Vice Pre-$0--
SUSAN HEINETreasurer-$0--
LENZIE HENDERSON3rd Vice Pre-$0--
STACY BOGLE4th Vice Pre-$0--
MEEGAN PANZARELLASecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk a Thon$45,033$45,033-$45,033
Total Events$45,033$45,033-$45,033
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
23-7102323
Address
705 DELEON STREET, TAMPA, FL 33606

Signing Officer

Name
Susan Heine
Title
Treasurer
Signed
2015-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Kathleen M Biasini CPA Pa
Address
PO BOX 919, PARRISH, FL 34219
Preparer
Kathleen M Biasini CPA
Phone
8132946296
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Walk a thon cost of goods sold 9,595 yearbook cost of goods sold 4,128 5th grade cost of goods sold 6,401 fall carnival cost of goods sold 4,153 dad's club cost of goods sold 4,320 specials collections cost of goods sold 5,452 art fair cost of goods sold 6,099 expenses office 510 information technology 89 insurance 685 125th celebration 540 art & music 3,378 bank expenses 62 ed incentives/safety 733 entertainment equip exp 328 first day packet 945 gorrie cares service 817 hospitality 2,224 information fair 137 landscaping 2,000 miscellaneous 459 projectors 7,802 pta awards/incentives 973 pta membership dues 886 pta special recognition 690 skating party 1,002 student awards/recog 2,715 tax/license expense 50 teacher appreciation week 1,998 technology - laptops 25,034 mini grants 4,906 total 99,111

Form 990-ez, Part III, Line 31

Dad's club, fall carnival, first day packets, skating party, entertainment equipment, special recognition, teacher appreciation week, art & music, 125th anniversary celebration, mini grants, education & safety program/incentive, gorrie cares service, hospitality, yearbook expenses

Raw XML Appendix159 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/PersonNm0KIM PAULK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LENZIE HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STACY BOGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MEEGAN PANZARELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33RD VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt44TH VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt099111
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY AND FUNDRAISING FOR GORRIE ELEMENTARY SCHOOL & STUDENTS
IRS990EZ/ProgramServiceRevenueAmt036563
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt110 PROJECTORS AND 13 ELMO VIEWERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt25TH GRADE GRADUATION EVENT/TRIP AND END OF YEAR CELEBRATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3DAD'S CLUB, FALL CARNIVAL, FIRST DAY PACKETS, SKATING PARTY, ENTERTAINMENT EQUIPMENT, SPECIAL RECOGNITION, TEACHER APPRECIATION WEEK, ART & MUSIC, 125TH ANNIVERSARY CELEBRATION, MINI GRANTS, EDUCATION & SAFETY PROGRAM/INCENTIVE, GORRIE CARES SERVICE, HOSPITALITY, YEARBOOK EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025034
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt021656
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0GORRIE ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt021656
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045033
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045033
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WALK A THON COST OF GOODS SOLD 9,595 YEARBOOK COST OF GOODS SOLD 4,128 5TH GRADE COST OF GOODS SOLD 6,401 FALL CARNIVAL COST OF GOODS SOLD 4,153 DAD'S CLUB COST OF GOODS SOLD 4,320 SPECIALS COLLECTIONS COST OF GOODS SOLD 5,452 ART FAIR COST OF GOODS SOLD 6,099 EXPENSES OFFICE 510 INFORMATION TECHNOLOGY 89 INSURANCE 685 125TH CELEBRATION 540 ART & MUSIC 3,378 BANK EXPENSES 62 ED INCENTIVES/SAFETY 733 ENTERTAINMENT EQUIP EXP 328 FIRST DAY PACKET 945 GORRIE CARES SERVICE 817 HOSPITALITY 2,224 INFORMATION FAIR 137 LANDSCAPING 2,000 MISCELLANEOUS 459 PROJECTORS 7,802 PTA AWARDS/INCENTIVES 973 PTA MEMBERSHIP DUES 886 PTA SPECIAL RECOGNITION 690 SKATING PARTY 1,002 STUDENT AWARDS/RECOG 2,715 TAX/LICENSE EXPENSE 50 TEACHER APPRECIATION WEEK 1,998 TECHNOLOGY - LAPTOPS 25,034 MINI GRANTS 4,906 TOTAL 99,111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DAD'S CLUB, FALL CARNIVAL, FIRST DAY PACKETS, SKATING PARTY, ENTERTAINMENT EQUIPMENT, SPECIAL RECOGNITION, TEACHER APPRECIATION WEEK, ART & MUSIC, 125TH ANNIVERSARY CELEBRATION, MINI GRANTS, EDUCATION & SAFETY PROGRAM/INCENTIVE, GORRIE CARES SERVICE, HOSPITALITY, YEARBOOK EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN HEINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GORRIE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237102323
ReturnHeader/Filer/USAddress/AddressLine1Txt0705 DELEON STREET
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161656841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KATHLEEN M BIASINI CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 919
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PARRISH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034219
ReturnHeader/PreparerPersonGrp/PhoneNum08132946296
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN M BIASINI CPA
ReturnHeader/ReturnTs02015-11-16T06:56:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings