Civic Intelligence

PTA-Fl Congress- Pb Gardens Elementary

990EZ • Fiscal year 2021 • EIN 23-7105440

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

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

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

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

Liabilities / Revenue

74th percentile

0.05x

Higher debt load relative to revenue than 74% of similar nonprofits.

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

Net Margin

26th percentile

-7.7%

Higher net margin than 26% 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

33rd percentile

-3.9%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

13th percentile

-59%

Faster revenue growth than 13% of similar nonprofits.

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

Assets

Down

$35,432

Down $1,430 (-3.9%) from 2020

Net Assets

Down

$34,625

Down $2,237 (-6.1%) from 2020

Liabilities

$807

No earlier filing loaded for comparison.

Revenue

Down

$17,576

Down $25,477 (-59%) from 2020

Expenses

Up

$18,938

Up $3,110 (+20%) from 2020

Net Income

Down

-$1,362

Down $28,587 (-105%) from 2020

Historical Trend

Balance Sheet Trend

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: $36,8622020Assets 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

2021

Assets$35,432
Liabilities$807
Net Assets$34,625

Operations Trend

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

2021

Revenue$17,576
Expenses$18,938
Net Income-$1,362
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$32,440
Mission and Program Overview

Mission

CHILD/EDUCATION ADVOCACY

Child education & advocacy

Program Services

DescriptionGrantsExpenses
TO ENCOURAGE SCHOOL SPIRIT SEE SCH O$1,191$14,169
FINE ARTS PROGRAM-$2,841
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACEY HAFFORDPresidentPT$0--
BIBI MOHAMEDVice PresidentPT$0--
KIMBERLY ROBERTSVice President-$0--
VICKY BOYNTONVice President-$0--
NICOLE BILTSWITCHSecretaryPT$0--
JENNIFER FURMANTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Kindness Cmp$15,494$15,494$9,641$5,853
Tshirts$6,784$6,784$4,408$2,376
Total Events$22,278$22,278$14,049$8,229
Filing and Contact Details

Filer

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

Signing Officer

Name
Jennifer Furman
Title
Treasurer
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Legacy Financial Services
Address
3300 PGA BLVD STE 605, PALM BEACH GARDENS, FL 33410
Preparer
Natasha Singh CPA
Phone
5617993810
Supplemental Narrative

Additional Explanations

990 EZ Part I Line 10 Grants & Other Similar Amounts

TEACHER GRANTS $1191

990 EZ Part I Line 16 Other Expenses

Recess enhancements $6194 hospitality $2650 teacher appreciation $1838 video & art events $2841 student agendas $1208 snacks $581 awards $507 dues $482 insurance $445 general $403 bank fees $48

990 EZ Part III Line 28

We provide ongoing activities throughout the year to foster school community through activities such as spirit nights where at least one quarter of our school

990 EZ Part III Line 28 Cont

Population and their families meet out for dinner.

990 EZ Sch G

Our raise craze kindness campaign has become a campaign to raise funds to supplement classroom and school-wide activities while engaging 100% of our student population

990 EZ Sch G Cont

In acts of kindness at school and at home, as well as throughout the community.

Raw XML Appendix162 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/PersonNm0JENNIFER FURMAN
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/BOYAmt036862
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035432
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01733
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1362
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036862
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035432
IRS990EZ/FundraisingGrossIncomeAmt028941
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01191
IRS990EZ/GrossReceiptsAmt032440
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0545
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035987
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034625
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035987
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034625
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt46
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt56
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACEY HAFFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BIBI MOHAMED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIMBERLY ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VICKY BOYNTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICOLE BILTSWITCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER FURMAN
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/OtherExpensesTotalAmt017197
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD EDUCATION & ADVOCACY
IRS990EZ/ProgramServiceRevenueAmt01221
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENCOURAGE SCHOOL SPIRIT SEE SCH O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FINE ARTS PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01191
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014169
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12841
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014864
IRS990EZ/SpecialEventsNetIncomeLossAmt014077
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0875
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0807
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018938
IRS990EZ/TotalProgramServiceExpensesAmt017010
IRS990EZ/TotalRevenueAmt017576
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01733
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt070985
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt081263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0153981
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030707
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt030707
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0184688
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032440
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070985
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081263
IRS990ScheduleA/Total509Grp/TotalAmt0184688
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032440
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt070985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081263
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0184688
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014049
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0KINDNESS CMP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TSHIRTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015494
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022278
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015494
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022278
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08229
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014049
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09641
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04408
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TEACHER GRANTS $1191
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RECESS ENHANCEMENTS $6194 HOSPITALITY $2650 TEACHER APPRECIATION $1838 VIDEO & ART EVENTS $2841 STUDENT AGENDAS $1208 SNACKS $581 AWARDS $507 DUES $482 INSURANCE $445 GENERAL $403 BANK FEES $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WE PROVIDE ONGOING ACTIVITIES THROUGHOUT THE YEAR TO FOSTER SCHOOL COMMUNITY THROUGH ACTIVITIES SUCH AS SPIRIT NIGHTS WHERE AT LEAST ONE QUARTER OF OUR SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3POPULATION AND THEIR FAMILIES MEET OUT FOR DINNER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUR RAISE CRAZE KINDNESS CAMPAIGN HAS BECOME A CAMPAIGN TO RAISE FUNDS TO SUPPLEMENT CLASSROOM AND SCHOOL-WIDE ACTIVITIES WHILE ENGAGING 100% OF OUR STUDENT POPULATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5IN ACTS OF KINDNESS AT SCHOOL AND AT HOME, AS WELL AS THROUGHOUT THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 EZ PART I LINE 10 GRANTS & OTHER SIMILAR AMOUNTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990 EZ PART I LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990 EZ PART III LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990 EZ PART III LINE 28 CONT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4990 EZ SCH G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5990 EZ SCH G CONT
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER FURMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA-FL CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PB GARDENS ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTA-
ReturnHeader/Filer/EIN0237105440
ReturnHeader/Filer/USAddress/AddressLine1Txt010060 RIVERSIDE DR
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH GARDENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033410
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203500610
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGACY FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03300 PGA BLVD STE 605
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM BEACH GARDENS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033410
ReturnHeader/PreparerPersonGrp/PhoneNum05617993810
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATASHA SINGH CPA
ReturnHeader/ReturnTs02021-11-16T11:24:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER FURMAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TREASURER
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.$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
2021Detailed filing. Detailed filing data is available for this year.$35.4$0.81$34.6$17.6$18.9$1.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.9$36.9$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