Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2017 • EIN 23-7103188

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 31, 2017

3399 Gleaves CourtApopka, FL 32703

(407) 746-5550

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

40th percentile

-0.2%

Higher net margin than 40% 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

6th percentile

-66%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

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

Assets

Down

$7,882

Down $15,337 (-66%) from 2016

Net Assets

Down

$7,882

Down $15,337 (-66%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$47,714

Down $14,093 (-23%) from 2016

Expenses

Down

$47,820

Down $5,999 (-11%) from 2016

Net Income

Down

-$106

Down $8,094 (-101%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$7,882
Liabilities-
Net Assets$7,882

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$47,714
Expenses$47,820
Net Income-$106
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$96,613
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Technology purchased for school$0$21,629
Staff Appreciation$0$2,838
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Staci GoldenPresidentPT$0--
Marie LawrenceVP By LawsPT$0--
Jennifer MawsonVP FundraisingPT$0--
Shelley BartlettVP MembershipPT$0--
Jaime GoldTreasurerPT$0--
Laura GalanteSec CorrespondencePT$0--
Laurie BedellRecording SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$46,169$46,169$24,785$21,384
Spring Fling$16,701$16,701$7,216$9,485
Total Events$86,789$86,789$48,086$38,703
Filing and Contact Details

Filer

Filer Name
PTA Florida Congress - Bear Lake Elementary PTA
EIN
23-7103188
In Care Of
% Jaime Gold
Phone
4077465550
Address
3399 Gleaves Court, Apopka, FL 32703

Signing Officer

Name
Jaime Gold
Title
Treasurer
Phone
4073836543
Signed
2017-10-31
Supplemental Narrative

Additional Explanations

Part I, line 8

| Other Revenues:, Amount:| 5th grade activities, miscellaneous, $4874|

Part I, line 16

| Other Expenses:, Amount:| 5th grade activities, $4119.00| Math Coach, $750.00| Reading Coach, $750.00| Guidance (supplies), $250.00| Base Camp, $332.00| BLE Assistant Supplies, $341.00| BLE Staff Development, $959.00| Clinic Supplies, $250.00| Corresponding Secretary (gifts for teachers birthdays), $510.00| Dues, $50.00| End of Year Banquet, $416.00| Family Events, $507.00| Field Day, $51.00| Field Trips, $250.00| Grade Level and Specials Gifts TOtal, $6539.00| Guidance - Red Ribbon Week, $131.00| Holiday Dinner, $160.00| Insurance, $355.00| Julie Bissey Talent Show, $186.00| Mega Party, $1500.00| Miscellaneous Expenses, $1496.00| PTA Admin Expenses, $355.00| PTA Training, $104.00| Reflections, $72.00| Running CLub, $700.00| Scholarship Donation, $100.00| Staff Appreciation, $2838.00| Technology for School, $21626.00| Trek for Tech, $273.00| Volunteers, $29.00| Water Day, $490.00| Year End Assemblies, $200.00|

Raw XML Appendix214 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/PersonNm6Laurie Bedell
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Sec Correspondence
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| S.No:, Amount:, Description:| 1, $4874, 5th grade activities, miscellaneous|
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part III, line 12
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04874
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IRS990ScheduleA/PublicSupportCY509Pct00.98235
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Revenues:, Amount:| 5th grade activities, miscellaneous, $4874|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| 5th grade activities, $4119.00| Math Coach, $750.00| Reading Coach, $750.00| Guidance (supplies), $250.00| Base Camp, $332.00| BLE Assistant Supplies, $341.00| BLE Staff Development, $959.00| Clinic Supplies, $250.00| Corresponding Secretary (gifts for teachers birthdays), $510.00| Dues, $50.00| End of Year Banquet, $416.00| Family Events, $507.00| Field Day, $51.00| Field Trips, $250.00| Grade Level and Specials Gifts TOtal, $6539.00| Guidance - Red Ribbon Week, $131.00| Holiday Dinner, $160.00| Insurance, $355.00| Julie Bissey Talent Show, $186.00| Mega Party, $1500.00| Miscellaneous Expenses, $1496.00| PTA Admin Expenses, $355.00| PTA Training, $104.00| Reflections, $72.00| Running CLub, $700.00| Scholarship Donation, $100.00| Staff Appreciation, $2838.00| Technology for School, $21626.00| Trek for Tech, $273.00| Volunteers, $29.00| Water Day, $490.00| Year End Assemblies, $200.00|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jaime Gold
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04073836543
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Florida Congress - Bear Lake Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237103188
ReturnHeader/Filer/InCareOfNm0% Jaime Gold
ReturnHeader/Filer/PhoneNum04077465550
ReturnHeader/Filer/USAddress/AddressLine1Txt03399 Gleaves Court
ReturnHeader/Filer/USAddress/CityNm0Apopka
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032703
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.126.129.136
ReturnHeader/FilingSecurityInformation/IPDt02017-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/ReturnTs02017-10-31T03:04:00-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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