Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2014 • EIN 23-7103666

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization ProfileN/A
202 5 Ave SE33549

(813) 949-1452

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

7th percentile

-61%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$6,591

No earlier filing loaded for comparison.

Net Assets

$6,591

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

$23,118

No earlier filing loaded for comparison.

Expenses

$37,171

No earlier filing loaded for comparison.

Net Income

-$14,053

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2014: $6,591Net Assets 2014: $6,5912014Assets 2015: $9,416Net Assets 2015: $9,4162015Assets 2016: $11,630Net Assets 2016: $11,6302016Assets 2017: $16,249Net Assets 2017: $16,2492017Assets 2018: $13,925Net Assets 2018: $13,9252018Assets 2021: $30,995Liabilities 2021: $0Net Assets 2021: $30,9952021Assets 2022: $24,566Liabilities 2022: $0Net Assets 2022: $24,5662022Assets 2023: $36,473Liabilities 2023: $0Net Assets 2023: $36,4732023Assets 2024: $7,544Net Assets 2024: $7,5442024Assets 2025: $12,672Net Assets 2025: $12,6722025

Highlighted filing

2014

Assets$6,591
Liabilities-
Net Assets$6,591
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2014: $23,118Expenses 2014: $37,171Net Income 2014: -$14,0532014Revenue 2015: $18,261Expenses 2015: $15,436Net Income 2015: $2,8252015Revenue 2016: $37,356Expenses 2016: $35,142Net Income 2016: $2,2142016Revenue 2017: $39,179Expenses 2017: $34,560Net Income 2017: $4,6192017Revenue 2018: $39,289Expenses 2018: $41,613Net Income 2018: -$2,3242018Revenue 2021: $32,635Expenses 2021: $16,790Net Income 2021: $15,8452021Revenue 2022: $59,667Expenses 2022: $66,096Net Income 2022: -$6,4292022Revenue 2023: $36,784Expenses 2023: $24,878Net Income 2023: $11,9062023Revenue 2024: $42,085Expenses 2024: $71,015Net Income 2024: -$28,9302024Revenue 2025: $55,062Expenses 2025: $49,934Net Income 2025: $5,1282025

Highlighted filing

2014

Revenue$23,118
Expenses$37,171
Net Income-$14,053
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$56,519
Mission and Program Overview

Mission

Provide benefits to students and teachers

Program Services

DescriptionGrantsExpenses
SUBSIDIZED COST OF SCHOOL INCENTIVE PROGRAMS FOR THE SCHOOL; ALL STUDENTS BENEFITED.-$18,016
CAMPUS IMPROVEMENTS; ALL STUDENTS BENEFITED-$4,823
SUBSIDIZED COST OF READING INCENTIVES, RED RIBBON, REFLECTIONS IN ART,CALANDERS AND ART INCENTIVE PROGRAMS; ALL STUDENTS BENEFITED.--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE SISSELPresPT$0--
LAURIE GRANTHAMExec VPPT$0--
TAMARA CRIMTreasurerPT$0--
SHONNA HOLMESRecording SecPT$0--
MELISSA JONESCorresponding SecPT$0--
APRIL GARVEYMembershipPT$0--
Filing and Contact Details

Filer

EIN
23-7103666
Phone
8139491452

Signing Officer

Name
Tamara Crim
Title
Executive VP
Phone
8139491452
Signed
2014-11-14

Preparer

Preparer
Robert L Anderson Ea
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Local business participation 27. Newsletter advertisments 75. Mcdonald nights 2060. Spirti shirt sponcorship 1200. Mcdonalds night”

Form 990EZ, Part I, Line 16

“School support 32527. State dues 1103. Bank fees 163. Hcc/pta membership 88. Membership drive incentives 42. General meeting expenses 88. Insurance 343. Retirement gifts 75. Pta training 172. Staff & board appreciation 1401. Supplies 221. Teacher conference nights 313. Teacher welcome back 50. Cpa tax prep 295. Sponser a kid 290.”

Raw XML Appendix145 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/BooksInCareOfDetail/PersonNm0TAMARA CRIM
IRS990EZ/BooksInCareOfDetail/PhoneNum08139491452
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10202 5TH AVE SE
IRS990EZ/BooksInCareOfDetail/USAddress/City0LUTZ
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode033549
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020644
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06591
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0240
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14053
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020644
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06591
IRS990EZ/FundraisingGrossIncomeAmt050852
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt056519
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02065
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020644
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06591
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020644
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06591
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE SISSEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURIE GRANTHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TAMARA CRIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHONNA HOLMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5APRIL GARVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXEC VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESPONDING SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037171
IRS990EZ/OtherRevenueTotalAmt03362
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE BENEFITS TO STUDENTS AND TEACHERS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CAMPUS IMPROVEMENTS; ALL STUDENTS BENEFITED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUBSIDIZED COST OF SCHOOL INCENTIVE PROGRAMS FOR THE SCHOOL; ALL STUDENTS BENEFITED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUBSIDIZED COST OF READING INCENTIVES, RED RIBBON, REFLECTIONS IN ART,CALANDERS AND ART INCENTIVE PROGRAMS; ALL STUDENTS BENEFITED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04823
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt118016
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033401
IRS990EZ/SpecialEventsNetIncomeLossAmt017451
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037171
IRS990EZ/TotalProgramServiceExpensesAmt022839
IRS990EZ/TotalRevenueAmt023118
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0596000660
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt032527
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10LUTZ ELEMENTARY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt032527
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0SILENT AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0FALL FESTIVAL
IRS990ScheduleG/IndividualWithBooksNm0TAMARA CRIM
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine10202 5TH AVE SW
IRS990ScheduleG/PersonsWithBooksUSAddress/City0LUTZ
IRS990ScheduleG/PersonsWithBooksUSAddress/State0FL
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCode033549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LOCAL BUSINESS PARTICIPATION 27. NEWSLETTER ADVERTISMENTS 75. MCDONALD NIGHTS 2060. SPIRTI SHIRT SPONCORSHIP 1200. MCDONALDS NIGHT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL SUPPORT 32527. STATE DUES 1103. BANK FEES 163. HCC/PTA MEMBERSHIP 88. MEMBERSHIP DRIVE INCENTIVES 42. GENERAL MEETING EXPENSES 88. INSURANCE 343. RETIREMENT GIFTS 75. PTA TRAINING 172. STAFF & BOARD APPRECIATION 1401. SUPPLIES 221. TEACHER CONFERENCE NIGHTS 313. TEACHER WELCOME BACK 50. CPA TAX PREP 295. SPONSER A KID 290.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMARA CRIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VP
ReturnHeader/BusinessOfficerGrp/PhoneNum08139491452
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10LUTZ ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0LUTZ
ReturnHeader/Filer/EIN0237103666
ReturnHeader/Filer/PhoneNum08139491452
ReturnHeader/Filer/USAddress/AddressLine10202 5 AVE SE
ReturnHeader/Filer/USAddress/City0LUTZ
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033549
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Anderson Business Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10332 W Bearss Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Tampa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode033613
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT L ANDERSON EA
ReturnHeader/ReturnTs02014-11-18T06:21:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,591
Liabilities
-
Net assets
$6,591
Revenue
$23,118
Expenses
$37,171
Net income
-$14,053
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.7$12.7$55.1$49.9$5.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.54$7.54$42.1$71.0$28.9
2023Detailed filing. Detailed filing data is available for this year.$36.5$0.00$36.5$36.8$24.9$11.9
2022Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$59.7$66.1$6.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.0$0.00$31.0$32.6$16.8$15.8
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$13.9$39.3$41.6$2.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$16.2$39.2$34.6$4.62
2016Detailed filing. Detailed filing data is available for this year.$11.6$11.6$37.4$35.1$2.21
2015Detailed filing. Detailed filing data is available for this year.$9.42$9.42$18.3$15.4$2.83
2014Detailed filing. Detailed filing data is available for this year.$6.59$6.59$23.1$37.2$14.1