Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2017 • EIN 23-7102323

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

80th percentile

37%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-6.6%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$53,460

Up $21,060 (+65%) from 2015

Net Assets

Up

$53,460

Up $21,060 (+65%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$96,497

Up $15,841 (+20%) from 2015

Expenses

Down

$82,059

Down $18,321 (-18%) from 2015

Net Income

Up

$14,438

Up $34,162 (+173%) from 2015

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

2017

Assets$53,460
Liabilities-
Net Assets$53,460

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

2017

Revenue$96,497
Expenses$82,059
Net Income$14,438
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.1
Gross Receipts
$103,550
Mission and Program Overview

Mission

Child advocacy and fundraising for gorrie elementary school & students

Program Services

DescriptionGrantsExpenses
DAD'S CLUB, FALL CARNIVAL,ENTERTAINMENT EQUIPMENT, SPECIAL RECOGNITION, TEACHER APPRECIATION WEEK, MUSIC, GORRIE CARES SERVICE, HOSPITALITY, PAWS PROGRAM FOR READING PHYSICAL EDUCATION EXPENSES, SUMMER READING CELEBRATION, YEARBOOK EXPENSES-$45,294
SPECIAL COLLECTIONS FOR STAFF AND GIFTED/ESE TEACHERS-$9,806
5TH GRADE GRADUATION EVENTS/TRIPS-$7,432
MINI GRANTS FOR TEACHERS TO IMPROVE & ENHANCE EDUCATION-$6,426
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN HEINESecretary-$0--
LEAH CARDENTreasurerPT$0--
WENDY COEPresidentPT$0--
MEAGAN MOORE1st Vice PrePT$0--
THERESA MENA2nd Vice Pre-$0--
MOLLY GUTCHER3rd Vice Pre-$0--
KRISTIN BURDETTE4th Vice Pre-$0--
JENNY ROBBINS5th Vice Pre-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk a Thon$57,234$57,234-$57,234
Total Events$57,234$57,234-$57,234
Filing and Contact Details

Filer

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

Signing Officer

Name
Leah Carden
Title
Treasurer
Signed
2018-05-14
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 9,438 yearbook cost of goods sold 697 spring carnival cost of goods sold 692 dad's club cost of goods sold 6,540 specials collections cost of goods sold 9,806 art fair cost of goods sold 6,308 graduation events cost of goods sold 7,432 expenses insurance 685 ambassador program 55 art 3,329 back to school teacher ex 1,427 bank expenses 358 clap in expense 193 conference night 508 credit card fees 598 entertainment equipment 321 fifth grade expense 1,161 gorrie cares service 1,400 grandparents day 17 great american teach in 500 information fair 905 landscaping 3,550 literacy night 579 math night 17 media center 989 mini grants 6,426 music 2,254 newspaper club 150 paws program 2,540 physical education 1,000 pta conference 722 pta membership dues 1,807 pta special recognition 406 repairs 560 science night 636 student awards/recog 2,530 summer reading celebratio 501 teacher appreciation week 3,000 website expenses 378 total 80,415

Form 990-ez, Part III, Line 31

Dad's club, fall carnival,entertainment equipment, special recognition, teacher appreciation week, music, gorrie cares service, hospitality, paws program for reading physical education expenses, summer reading celebration, yearbook expenses

Raw XML Appendix170 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/TitleTxt64TH VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt75TH VICE PRE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt080415
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WALK A THON COST OF GOODS SOLD 9,438 YEARBOOK COST OF GOODS SOLD 697 SPRING CARNIVAL COST OF GOODS SOLD 692 DAD'S CLUB COST OF GOODS SOLD 6,540 SPECIALS COLLECTIONS COST OF GOODS SOLD 9,806 ART FAIR COST OF GOODS SOLD 6,308 GRADUATION EVENTS COST OF GOODS SOLD 7,432 EXPENSES INSURANCE 685 AMBASSADOR PROGRAM 55 ART 3,329 BACK TO SCHOOL TEACHER EX 1,427 BANK EXPENSES 358 CLAP IN EXPENSE 193 CONFERENCE NIGHT 508 CREDIT CARD FEES 598 ENTERTAINMENT EQUIPMENT 321 FIFTH GRADE EXPENSE 1,161 GORRIE CARES SERVICE 1,400 GRANDPARENTS DAY 17 GREAT AMERICAN TEACH IN 500 INFORMATION FAIR 905 LANDSCAPING 3,550 LITERACY NIGHT 579 MATH NIGHT 17 MEDIA CENTER 989 MINI GRANTS 6,426 MUSIC 2,254 NEWSPAPER CLUB 150 PAWS PROGRAM 2,540 PHYSICAL EDUCATION 1,000 PTA CONFERENCE 722 PTA MEMBERSHIP DUES 1,807 PTA SPECIAL RECOGNITION 406 REPAIRS 560 SCIENCE NIGHT 636 STUDENT AWARDS/RECOG 2,530 SUMMER READING CELEBRATIO 501 TEACHER APPRECIATION WEEK 3,000 WEBSITE EXPENSES 378 TOTAL 80,415
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN M BIASINI CPA
ReturnHeader/ReturnTs02018-05-15T10:36:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits