Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2021 • EIN 23-7103732

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

3900 Loretto RoadJacksonville, FL 32223-2047

(206) 371-4425

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

33rd percentile

-1.2%

Higher net margin than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

43rd percentile

0.7%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

1.1%

Faster revenue growth than 48% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$43,844

Up $295 (+0.7%) from 2020

Net Assets

Up

$43,844

Up $294 (+0.7%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$31,516

Up $346 (+1.1%) from 2020

Expenses

Down

$31,879

Down $10,368 (-25%) from 2020

Net Income

Up

-$363

Up $10,714 (+97%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $18,375Liabilities 2011: $0Net Assets 2011: $18,3752011Assets 2012: $13,814Liabilities 2012: $0Net Assets 2012: $13,8142012Assets 2013: $15,758Liabilities 2013: $0Net Assets 2013: $15,7582013Assets 2014: $18,308Liabilities 2014: $0Net Assets 2014: $18,3082014Assets 2015: $26,597Liabilities 2015: $0Net Assets 2015: $26,5972015Assets 2016: $54,330Liabilities 2016: $0Net Assets 2016: $54,3302016Assets 2017: $48,947Liabilities 2017: $0Net Assets 2017: $48,9472017Assets 2018: $53,720Net Assets 2018: $53,7202018Assets 2019: $54,927Net Assets 2019: $54,9272019Assets 2020: $43,549Net Assets 2020: $43,5502020Assets 2021: $43,844Net Assets 2021: $43,8442021Assets 2022: $71,944Net Assets 2022: $71,9442022Assets 2023: $33,373Net Assets 2023: $92,9862023Assets 2024: $52,497Net Assets 2024: $114,0542024Assets 2025: $57,902Net Assets 2025: $28,5972025

Highlighted filing

2021

Assets$43,844
Liabilities-
Net Assets$43,844

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $41,769Expenses 2011: $34,486Net Income 2011: $7,2832011Revenue 2012: $43,725Expenses 2012: $48,286Net Income 2012: -$4,5612012Revenue 2013: $45,321Expenses 2013: $43,377Net Income 2013: $1,9442013Revenue 2014: $44,707Expenses 2014: $42,157Net Income 2014: $2,5502014Revenue 2015: $41,629Expenses 2015: $33,340Net Income 2015: $8,2892015Revenue 2016: $56,798Expenses 2016: $29,065Net Income 2016: $27,7332016Revenue 2017: $60,852Expenses 2017: $66,235Net Income 2017: -$5,3832017Revenue 2018: $40,128Expenses 2018: $35,405Net Income 2018: $4,7232018Revenue 2019: $31,187Expenses 2019: $29,979Net Income 2019: $1,2082019Revenue 2020: $31,170Expenses 2020: $42,247Net Income 2020: -$11,0772020Revenue 2021: $31,516Expenses 2021: $31,879Net Income 2021: -$3632021Revenue 2022: $33,488Expenses 2022: $5,388Net Income 2022: $28,1002022Revenue 2023: $55,505Expenses 2023: $34,463Net Income 2023: $21,0422023Revenue 2024: $116,670Expenses 2024: $35,989Net Income 2024: $80,6812024Revenue 2025: $27,525Expenses 2025: $51,425Net Income 2025: -$23,9002025

Highlighted filing

2021

Revenue$31,516
Expenses$31,879
Net Income-$363
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$52,151
Mission and Program Overview

Mission

Organization assistance in elementary ed

OrganizationAssistanceinElementaryEducation

Program Services

DescriptionGrantsExpenses
OrderedWalkieTalkiesfortheadmintobeabletocommunicatemoreeffectively.OrderedCOVIDrelatedsuppliesthermometers.About1000studentswereservedandabout100staffmembers.$0$12,449
ARProgramwaspurchasedforteacherstousetoencouragereadingbythestudents.About1000studentsand30teacherswereserved.$0$6,470
ReadyBody&Mindswaspurchasedteacherstoassistwithstudentsandtheirabilitytolearnintheclassroom.About1000studentsand30teacherswereserved.$0$4,720
Pik My Kid was purchased to assist with student drop off and pick up before and after school. About 1000 students were served.$0$3,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea BarlakPresident-$0--
Lauren WeigelVP Or Programs-$0--
Leigh PoundVP Of Membership-$0--
Heidi DavisTreasurer-$0--
Jill GuffeyRecording Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
23-7103732
In Care Of
% Heidi Davis
Address
3900 LORETTO ROAD, JACKSONVILLE, FL 32223-2047

Signing Officer

Name
Heidi Davis
Title
Treasurer
Signed
2022-05-16
Supplemental Narrative

Additional Explanations

Part I, line 16

| Other Expenses:, Amount:| P.O. Box, $146| Insurance, $395| Safety Patrol, $160| Committee expenses, $17012| Admin School, $12444|

Raw XML Appendix179 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/PersonNm0Heidi Davis
IRS990EZ/BooksInCareOfDetail/PhoneNum02063714425
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011890 Hood Landing Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Jacksonville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032258
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044207
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043844
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-363
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01722
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02493
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt043844
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Andrea Barlak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lauren Weigel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Leigh Pound
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Heidi Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jill Guffey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP or Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Recording Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt030157
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OrganizationAssistanceinElementaryEducation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OrderedWalkieTalkiesfortheadmintobeabletocommunicatemoreeffectively.OrderedCOVIDrelatedsuppliesthermometers.About1000studentswereservedandabout100staffmembers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ARProgramwaspurchasedforteacherstousetoencouragereadingbythestudents.About1000studentsand30teacherswereserved.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ReadyBody&Mindswaspurchasedteacherstoassistwithstudentsandtheirabilitytolearnintheclassroom.About1000studentsand30teacherswereserved.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Pik My Kid was purchased to assist with student drop off and pick up before and after school. About 1000 students were served.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012449
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16470
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24720
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt33750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020635
IRS990EZ/SpecialEventsNetIncomeLossAmt029010
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031879
IRS990EZ/TotalProgramServiceExpensesAmt027389
IRS990EZ/TotalRevenueAmt031516
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http: lorettopta.weebly.com
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| Year:, Amount:, Description:| 2016, , | 2017, | 2018, | 2019, | 2020, |
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part III - Line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02493
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03696
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02436
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07111
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08663
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024399
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt037
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0114
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049645
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016952
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt089653
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073634
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0298047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0114
IRS990ScheduleA/InvestmentIncomeCYPct00.00
IRS990ScheduleA/InvestmentIncomePYPct00.00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt025799
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt022048
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt031841
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt079688
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.80
IRS990ScheduleA/PublicSupportPY509Pct00.00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052138
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt019388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt096764
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082297
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt097671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt041462
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0128642
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt082322
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0402248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| P.O. Box, $146| Insurance, $395| Safety Patrol, $160| Committee expenses, $17012| Admin School, $12444|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Heidi Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237103732
ReturnHeader/Filer/ForeignPhoneNum02063714425
ReturnHeader/Filer/InCareOfNm0% Heidi Davis
ReturnHeader/Filer/USAddress/AddressLine1Txt03900 LORETTO ROAD
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0322232047
ReturnHeader/ReturnTs02022-05-16T11:47:08-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.58$0.29$0.28$0.51$0.24
2024Detailed filing. Detailed filing data is available for this year.$0.52$1.14$1.17$0.36$0.81
2023Detailed filing. Detailed filing data is available for this year.$0.33$0.93$0.56$0.34$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.33$0.05$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.32$0.32$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.31$0.42$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.31$0.30$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.40$0.35$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.61$0.66$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.57$0.29$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.42$0.33$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.45$0.42$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.45$0.43$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$0.44$0.48$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.18$0.42$0.34$0.07