Civic Intelligence

PTA Florida Congress Gulf Breeze

990EZ • Fiscal year 2022 • EIN 23-7103284

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 18, 2023

549 Gulf Breeze ParkwayGulf Breeze, FL 32561

(859) 576-2601

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

24th percentile

-12%

Higher net margin than 24% 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

18th percentile

-27%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

91st percentile

188%

Faster revenue growth than 91% of similar nonprofits.

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

Assets

Down

$35,173

Down $13,108 (-27%) from 2021

Net Assets

Down

$35,173

Down $13,108 (-27%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$109,353

Up $71,395 (+188%) from 2021

Expenses

Up

$122,461

Up $98,975 (+421%) from 2021

Net Income

Down

-$13,108

Down $27,580 (-191%) from 2021

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2017: $32,317Net Assets 2017: $32,3172017Assets 2018: $42,904Net Assets 2018: $42,9042018Assets 2019: $48,703Net Assets 2019: $48,7032019Assets 2020: $33,810Net Assets 2020: $33,8102020Assets 2021: $48,281Net Assets 2021: $48,2812021Assets 2022: $35,173Net Assets 2022: $35,1732022Assets 2023: $44,757Net Assets 2023: $44,7572023Assets 2024: $30,221Net Assets 2024: $30,2212024Assets 2025: $64,027Net Assets 2025: $64,0272025

Highlighted filing

2022

Assets$35,173
Liabilities-
Net Assets$35,173

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2017: $41,091Expenses 2017: $30,302Net Income 2017: $10,7892017Revenue 2018: $48,748Expenses 2018: $38,160Net Income 2018: $10,5882018Revenue 2019: $101,120Expenses 2019: $95,323Net Income 2019: $5,7972019Revenue 2020: $83,259Expenses 2020: $98,152Net Income 2020: -$14,8932020Revenue 2021: $37,958Expenses 2021: $23,486Net Income 2021: $14,4722021Revenue 2022: $109,353Expenses 2022: $122,461Net Income 2022: -$13,1082022Revenue 2023: $93,025Expenses 2023: $83,441Net Income 2023: $9,5842023Revenue 2024: $97,578Expenses 2024: $112,114Net Income 2024: -$14,5362024Revenue 2025: $117,176Expenses 2025: $83,371Net Income 2025: $33,8052025

Highlighted filing

2022

Revenue$109,353
Expenses$122,461
Net Income-$13,108
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 18, 2023
Return Version
2021v4.0
Gross Receipts
$149,828
Mission and Program Overview

Mission

The pta provides funds used for education purposes for the gulf breeze elementary school

Program Services

DescriptionGrantsExpenses
THE PTA SUPPORTS THE GULF BREEZE ELEMENTARY SCHOOL ACTIVITIES BY PROVIDING SCHOOL SUPPLIES, FUNDS FOR EDUCATION, CULTURAL, AND RECREATIONAL ACTIVITIES, AND PROVIDES TEACHERS WITH ADDITIONAL FUNDS FOR CLASSROOM ACTIVITIES.$116,614$121,335
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER PULLINGPresident-$0--
HEATHER LAFEVERSTreasurer-$0--
NOELLE POOLERecording Se-$0--
HALEY PATEVice Preside-$0--
KYLE REBOLLEDOCorr. Secret-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$144,448$144,448$40,475$103,973
Total Events$144,448$144,448$40,475$103,973
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress Gulf Breeze
EIN
23-7103284
Phone
8595762601
Address
549 GULF BREEZE PARKWAY, GULF BREEZE, FL 32561

Signing Officer

Name
Heather Lafevers
Title
Treasurer
Phone
8504343146
Signed
2023-01-18
Discuss with paid preparer
Yes

Preparer

Firm
Hudson Peden & Associates LLC
Address
1020 E CERVANTES ST, PENSACOLA, FL 32501-3330
Preparer
Joshua S Peden CPA
Phone
8506962750
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: gulf breeze elementary school address: 549 gulf breeze pkwy gulf breeze, fl 32561 cash contribution: 116,614

Form 990-ez, Part I, Line 16

Expenses office expenses 346 bank fees 2 software 179 insurance 424 hospitality 3,224 misc expense 423 total 4,598

Form 990-ez, Part III

The pta provides funds used for education purposes for the gulf breeze elementary school

Form 990-ez, Part III, Line 28

The pta supports the gulf breeze elementary school activities by providing school supplies, funds for education, cultural, and recreational activities, and provides teachers with additional funds for classroom activities.

Raw XML Appendix167 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/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORR. SECRET
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04598
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PTA PROVIDES FUNDS USED FOR EDUCATION PURPOSES FOR THE GULF BREEZE ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTA SUPPORTS THE GULF BREEZE ELEMENTARY SCHOOL ACTIVITIES BY PROVIDING SCHOOL SUPPLIES, FUNDS FOR EDUCATION, CULTURAL, AND RECREATIONAL ACTIVITIES, AND PROVIDES TEACHERS WITH ADDITIONAL FUNDS FOR CLASSROOM ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0116614
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt0103973
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE PTA PROVIDES FUNDS FOR THE EXCLUSIVE USE OF GULF BREEZE ELEMENTARY SCHOOL THROUGH TEACHER GRANTS, EQUIPMENT, AND SUPPLIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE PTA PROVIDES FUNDS FOR THE EXCLUSIVE USE OF GULF BREEZE ELEMENTARY SCHOOL THROUGH TEACHER GRANTS, EQUIPMENT, AND SUPPLIES.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: GULF BREEZE ELEMENTARY SCHOOL ADDRESS: 549 GULF BREEZE PKWY GULF BREEZE, FL 32561 CASH CONTRIBUTION: 116,614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES 346 BANK FEES 2 SOFTWARE 179 INSURANCE 424 HOSPITALITY 3,224 MISC EXPENSE 423 TOTAL 4,598
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PTA PROVIDES FUNDS USED FOR EDUCATION PURPOSES FOR THE GULF BREEZE ELEMENTARY SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PTA SUPPORTS THE GULF BREEZE ELEMENTARY SCHOOL ACTIVITIES BY PROVIDING SCHOOL SUPPLIES, FUNDS FOR EDUCATION, CULTURAL, AND RECREATIONAL ACTIVITIES, AND PROVIDES TEACHERS WITH ADDITIONAL FUNDS FOR CLASSROOM ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER LAFEVERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08504343146
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS GULF BREEZE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237103284
ReturnHeader/Filer/PhoneNum08595762601
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ReturnHeader/Filer/USAddress/CityNm0GULF BREEZE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032561
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455519077
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUDSON PEDEN & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01020 E CERVANTES ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PENSACOLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0325013330
ReturnHeader/PreparerPersonGrp/PhoneNum08506962750
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA S PEDEN CPA
ReturnHeader/ReturnTs02023-01-24T09:07:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DALLAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GEORGE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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