Civic Intelligence

PTA-Fl Congress- Pb Gardens Elementary

990EZ • Fiscal year 2020 • EIN 23-7105440

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 16, 2020

Organization ProfileN/A
10060 Riverside DrPalm Beach Gardens, FL 33410

(561) 366-6500

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

92nd percentile

63%

Higher net margin than 92% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

95th percentile

321%

Faster asset growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

55%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$36,862

Up $28,100 (+321%) from 2019

Net Assets

Up

$35,987

Up $27,225 (+311%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Up

$43,053

Up $15,315 (+55%) from 2019

Expenses

Down

$15,828

Down $35,859 (-69%) from 2019

Net Income

Up

$27,225

Up $51,174 (+214%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$60K$40K$20K$0Assets 2012: $10,269Liabilities 2012: $0Net Assets 2012: $10,2692012Assets 2013: $21,270Liabilities 2013: $0Net Assets 2013: $21,2702013Assets 2014: $26,709Liabilities 2014: $0Net Assets 2014: $26,7092014Assets 2015: $10,541Liabilities 2015: $0Net Assets 2015: $10,5412015Assets 2016: $19,651Net Assets 2016: $19,6512016Assets 2017: $25,986Net Assets 2017: $25,9862017Assets 2018: $32,711Net Assets 2018: $32,7112018Assets 2019: $8,762Net Assets 2019: $8,7622019Assets 2020: $36,862Net Assets 2020: $35,9872020Assets 2021: $35,432Liabilities 2021: $807Net Assets 2021: $34,6252021Assets 2022: $38,169Net Assets 2022: $38,1692022Assets 2023: $47,878Net Assets 2023: $47,8782023Assets 2025: $7,483Net Assets 2025: $7,4832025

Highlighted filing

2020

Assets$36,862
Liabilities-
Net Assets$35,987
Open 2020 Filing

Operations Trend

Revenue Growth89th percentile

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

$100K$50K$0-$50KRevenue 2012: $19,766Expenses 2012: $17,211Net Income 2012: $2,5552012Revenue 2013: $35,042Expenses 2013: $24,041Net Income 2013: $11,0012013Revenue 2014: $44,435Expenses 2014: $38,996Net Income 2014: $5,4392014Revenue 2015: $31,060Expenses 2015: $47,228Net Income 2015: -$16,1682015Revenue 2016: $37,430Expenses 2016: $28,320Net Income 2016: $9,1102016Revenue 2017: $42,728Expenses 2017: $36,393Net Income 2017: $6,3352017Revenue 2018: $40,768Expenses 2018: $34,044Net Income 2018: $6,7242018Revenue 2019: $27,738Expenses 2019: $51,687Net Income 2019: -$23,9492019Revenue 2020: $43,053Expenses 2020: $15,828Net Income 2020: $27,2252020Revenue 2021: $17,576Expenses 2021: $18,938Net Income 2021: -$1,3622021Revenue 2022: $20,946Expenses 2022: $18,277Net Income 2022: $2,6692022Revenue 2023: $32,310Expenses 2023: $22,601Net Income 2023: $9,7092023Revenue 2025: -$27,073Expenses 2025: $15,524Net Income 2025: -$42,5972025

Highlighted filing

2020

Revenue$43,053
Expenses$15,828
Net Income$27,225
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$70,985
Mission and Program Overview

Mission

CHILD/EDUCATION ADVOCACY

Child education & advocacy

Program Services

DescriptionGrantsExpenses
TO ENCOURAGE SCHOOL SPIRIT-$27,932
FINE ART PROGRAM-$14,720
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACEY HAFFORDPresident-$0--
KAREN GILBERTVice President-$0--
MEGAN COXVice President-$0--
JEN FURMANVice President-$0--
NICOLE BILTSWITCHSecretary-$0--
CASSANDRA MCGILVRAYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai$30,512$30,512$14,465$16,047
T-shirts$11,013$11,013$4,132$6,881
Total Events$51,786$51,786$18,696$33,090
Filing and Contact Details

Filer

Filer Name
Pta-fl Congress
EIN
23-7105440
Phone
5613666500
Address
10060 RIVERSIDE DR, PALM BEACH GARDENS, FL 33410

Signing Officer

Name
Cassandra Mcgilvray
Title
Treasurer
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Legacy Financial Services
Address
3300 PGA BOULEVARD Ste, PALM BEACH G, FL 33410
Preparer
George Fernandez
Phone
5617993810
Supplemental Narrative

Additional Explanations

Line 17 on Form 990EZ Other Expenses-

“Special event/activity expenses-$14719.61 admin expenses-$240.13; bank fees-$156; hospitality-$63.93 liability insurance-$445;summer teacher hospitality-$203.14”

Raw XML Appendix149 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/PersonNm0CASSANDRA MCGILVRAY
IRS990EZ/BooksInCareOfDetail/PhoneNum05613666500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010060 RIVERSIDE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALM BEACH GARDENS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033410
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08762
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036862
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013552
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027225
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08762
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036862
IRS990EZ/FundraisingGrossIncomeAmt056713
IRS990EZ/GrossReceiptsAmt070985
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0720
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08762
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035987
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08762
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036862
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACEY HAFFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN GILBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEN FURMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICOLE BILTSWITCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CASSANDRA MCGILVRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015828
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD EDUCATION & ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENCOURAGE SCHOOL SPIRIT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FINE ART PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027932
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114720
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027932
IRS990EZ/SpecialEventsNetIncomeLossAmt028781
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015828
IRS990EZ/TotalProgramServiceExpensesAmt042652
IRS990EZ/TotalRevenueAmt043053
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt070985
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt081263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0152248
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0152248
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070985
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081263
IRS990ScheduleA/Total509Grp/TotalAmt0152248
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081263
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0152248
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018696
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0T-SHIRTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt030512
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010261
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051786
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt030512
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010261
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051786
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033090
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt099
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018696
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04132
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014465
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPECIAL EVENT/ACTIVITY EXPENSES-$14719.61 ADMIN EXPENSES-$240.13; BANK FEES-$156; HOSPITALITY-$63.93 LIABILITY INSURANCE-$445;SUMMER TEACHER HOSPITALITY-$203.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0LINE 17 ON FORM 990EZ OTHER EXPENSES-
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CASSANDRA MCGILVRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA-FL CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PB GARDENS ELEMNTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTA-
ReturnHeader/Filer/EIN0237105440
ReturnHeader/Filer/PhoneNum05613666500
ReturnHeader/Filer/USAddress/AddressLine1Txt010060 RIVERSIDE DR
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH GARDENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033410
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0472C7891AF3C2E172714DF9BCDC06B9A8B6953E4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03B69B4988E3C0C8C93CD0CEFD075109645BCBF8E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06526522020322j004433
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-17
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.92.178.152
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203500610
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGACY FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03300 PGA BOULEVARD Ste
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM BEACH G
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033410
ReturnHeader/PreparerPersonGrp/PhoneNum05617993810
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE FERNANDEZ
ReturnHeader/ReturnTs02020-11-19T21:57:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,862
Liabilities
-
Net assets
$35,987
Revenue
$43,053
Expenses
$15,828
Net income
$27,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.48$7.48$27.1$15.5$42.6
2023Detailed filing. Detailed filing data is available for this year.$47.9$47.9$32.3$22.6$9.71
2022Detailed filing. Detailed filing data is available for this year.$38.2$38.2$20.9$18.3$2.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.4$0.81$34.6$17.6$18.9$1.36
2020Detailed filing. Detailed filing data is available for this year.$36.9$36.0$43.1$15.8$27.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.76$8.76$27.7$51.7$23.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.7$32.7$40.8$34.0$6.72
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.0$26.0$42.7$36.4$6.34
2016Detailed filing. Detailed filing data is available for this year.$19.7$19.7$37.4$28.3$9.11
2015Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$31.1$47.2$16.2
2014Detailed filing. Detailed filing data is available for this year.$26.7$0.00$26.7$44.4$39.0$5.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$0.00$21.3$35.0$24.0$11.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.00$10.3$19.8$17.2$2.56