Civic Intelligence

PTA Florida Congress-Bear Lake Elementary PTA

EIN 23-7103188 • 501(c)3 • Apopka, FL

Profile

See schedule o statement 2

3399 Gleaves CTApopka, FL 32703-6064

www.bearlake.scps.k12.fl.us

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

4th percentile

-384%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

20th percentile

-41%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

14th percentile

-60%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$16,621

Down $26,680 (-62%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$16,621

Down $26,680 (-62%) from 2021

Operations
Liabilities / Revenue61st percentileNet Margin4th percentile

Revenue

Down

$6,942

Down $2,518 (-27%) from 2021

Expenses

Up

$33,622

Up $19,673 (+141%) from 2021

Net Income

Down

-$26,680

Down $22,191 (-494%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2013: $5,201Net Assets 2013: $5,2012013Assets 2014: $8,540Net Assets 2014: $8,5402014Assets 2015: $15,231Liabilities 2015: $0Net Assets 2015: $15,2312015Assets 2016: $23,219Liabilities 2016: $0Net Assets 2016: $23,2192016Assets 2017: $7,882Net Assets 2017: $7,8822017Assets 2018: $22,571Liabilities 2018: $203Net Assets 2018: $22,3682018Assets 2020: $47,790Net Assets 2020: $47,7902020Assets 2021: $43,301Net Assets 2021: $43,3012021Assets 2022: $16,621Liabilities 2022: $0Net Assets 2022: $16,6212022

Highlighted filing

2022

Assets$16,621
Liabilities$0
Net Assets$16,621
Open 2022 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2013: $45,730Expenses 2013: $55,849Net Income 2013: -$10,1192013Revenue 2014: $40,266Expenses 2014: $36,927Net Income 2014: $3,3392014Revenue 2015: $31,999Expenses 2015: $25,308Net Income 2015: $6,6912015Revenue 2016: $61,807Expenses 2016: $53,819Net Income 2016: $7,9882016Revenue 2017: $47,714Expenses 2017: $47,820Net Income 2017: -$1062017Revenue 2018: $64,500Expenses 2018: $50,014Net Income 2018: $14,4862018Revenue 2020: $43,150Expenses 2020: $21,680Net Income 2020: $21,4702020Revenue 2021: $9,460Expenses 2021: $13,949Net Income 2021: -$4,4892021Revenue 2022: $6,942Expenses 2022: $33,622Net Income 2022: -$26,6802022

Highlighted filing

2022

Revenue$6,942
Expenses$33,622
Net Income-$26,680
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,621
Liabilities
$0
Net assets
$16,621
Revenue
$6,942
Expenses
$33,622
Net income
-$26,680
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$6.94$33.6$26.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.3$43.3$9.46$13.9$4.49
2020Detailed filing. Detailed filing data is available for this year.$47.8$47.8$43.2$21.7$21.5
2018Detailed filing. Detailed filing data is available for this year.$22.6$0.20$22.4$64.5$50.0$14.5
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.88$7.88$47.7$47.8$0.11
2016Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$61.8$53.8$7.99
2015Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$32.0$25.3$6.69
2014Detailed filing. Detailed filing data is available for this year.$8.54$8.54$40.3$36.9$3.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$5.20$45.7$55.8$10.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$12,179
Mission and Program Overview

Mission

Financial and volunteer support of students and staff at Bear Lake Elementary

Funds for parent teacher association

Program Services

DescriptionGrantsExpenses
THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO RAISE FUNDS FOR THE PARENT TEACHER ASSOCIATION TO PROVIDE SUPPORT FOR STAFF AND STUDENTS OF BEAR LAKE ELEMENTARY.-$38,859
THE ORGANIZATION PROMOTES TEH WELFARE OF CHILDREN AND YOUTH IN SCHOOL AND BRINGS A CLOSER RELATION BETWEEN HOME AND SCHOOL, TEACHERS ADN PARENTS.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERSIA WILSONPresidentPT$0--
LORI MEADTreasurerPT$0--
CHERYL KAMPESecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress-bear Lake
EIN
23-7103188
Address
3399 GLEAVES CT, Apopka, FL 32703-6064

Signing Officer

Name
Lori Mead
Title
Treasurer
Phone
4074627800
Signed
2022-11-14
Discuss with paid preparer
No

Preparer

Firm
Christopher E Henriquez
Address
2761 FRIGATE DRIVE, Orlando, FL 32812
Preparer
Christopher E Henriquez
Phone
4074554167
Raw XML Appendix143 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt033622
IRS990EZ/BooksInCareOfDetail/PersonNm0LORI MEAD
IRS990EZ/BooksInCareOfDetail/PhoneNum04074627800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03399 GLEAVES CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Apopka
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0327036064
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043301
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016621
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-26680
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043301
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016621
IRS990EZ/FundraisingGrossIncomeAmt011475
IRS990EZ/GrossReceiptsAmt012179
IRS990EZ/GroupExemptionNum02149
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0704
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043301
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016621
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043301
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016621
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERSIA WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORI MEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHERYL KAMPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDS FOR PARENT TEACHER ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO RAISE FUNDS FOR THE PARENT TEACHER ASSOCIATION TO PROVIDE SUPPORT FOR STAFF AND STUDENTS OF BEAR LAKE ELEMENTARY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION PROMOTES TEH WELFARE OF CHILDREN AND YOUTH IN SCHOOL AND BRINGS A CLOSER RELATION BETWEEN HOME AND SCHOOL, TEACHERS ADN PARENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038859
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05237
IRS990EZ/SpecialEventsNetIncomeLossAmt06238
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033622
IRS990EZ/TotalProgramServiceExpensesAmt038859
IRS990EZ/TotalRevenueAmt06942
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0704
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03212
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012804
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt036916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0101281
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0154917
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011475
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012327
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt072020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt061246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0157068
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0311985
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012179
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015539
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt084824
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt098162
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0101281
IRS990ScheduleA/Total509Grp/TotalAmt0311985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015539
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt084824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt098162
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0101281
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0311985
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI MEAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04074627800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS-BEAR LAKE
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237103188
ReturnHeader/Filer/USAddress/AddressLine1Txt03399 GLEAVES CT
ReturnHeader/Filer/USAddress/CityNm0Apopka
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0327036064
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTOPHER E HENRIQUEZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02761 FRIGATE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orlando
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032812
ReturnHeader/PreparerPersonGrp/PhoneNum04074554167
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER E HENRIQUEZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-14T15:47:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LORI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEAD
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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