Civic Intelligence

PTA Florida Congress J Allen Axson Montessori Elem PTA

EIN 23-7105795 • 501(c)3 • Jacksonville, FL

Profile

To make every childs potential a reality by engaging and empowering families and communities to advocate for all children

4763 Sutton Park CourtJacksonville, FL 32224

duvalschools.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

23rd percentile

-21%

Higher net margin than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

18th percentile

-55%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

-7.4%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$9,645

Down $11,753 (-55%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$9,645

Down $11,753 (-55%) from 2024

Revenue

Down

$50,756

Down $4,076 (-7.4%) from 2024

Expenses

Down

$61,608

Down $21,935 (-26%) from 2024

Net Income

Up

-$10,852

Up $17,859 (+62%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2014: $27,469Net Assets 2014: $27,4692014Assets 2015: $25,404Net Assets 2015: $25,4042015Assets 2016: $19,409Net Assets 2016: $19,4092016Assets 2017: $23,954Liabilities 2017: $0Net Assets 2017: $23,9542017Assets 2018: $54,727Liabilities 2018: $0Net Assets 2018: $54,7272018Assets 2019: $16,275Liabilities 2019: $0Net Assets 2019: $16,2752019Assets 2020: $24,722Net Assets 2020: $24,7222020Assets 2021: $25,521Net Assets 2021: $25,5212021Assets 2022: $0Net Assets 2022: $57,3522022Assets 2023: $49,207Net Assets 2023: $49,2072023Assets 2024: $21,398Net Assets 2024: $21,3982024Assets 2025: $9,645Net Assets 2025: $9,6452025

Highlighted filing

2025

Assets$9,645
Liabilities-
Net Assets$9,645

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $64,349Expenses 2014: $76,883Net Income 2014: -$12,5342014Revenue 2015: $63,071Expenses 2015: $65,134Net Income 2015: -$2,0632015Revenue 2016: $63,304Expenses 2016: $69,299Net Income 2016: -$5,9952016Revenue 2017: $68,564Expenses 2017: $64,019Net Income 2017: $4,5452017Revenue 2018: $81,139Expenses 2018: $50,366Net Income 2018: $30,7732018Revenue 2019: $89,321Expenses 2019: $127,773Net Income 2019: -$38,4522019Revenue 2020: $84,967Expenses 2020: $76,520Net Income 2020: $8,4472020Revenue 2021: $23,448Expenses 2021: $22,649Net Income 2021: $7992021Revenue 2022: $77,410Expenses 2022: $45,579Net Income 2022: $31,8312022Revenue 2023: $82,433Expenses 2023: $90,578Net Income 2023: -$8,1452023Revenue 2024: $54,832Expenses 2024: $83,543Net Income 2024: -$28,7112024Revenue 2025: $50,756Expenses 2025: $61,608Net Income 2025: -$10,8522025

Highlighted filing

2025

Revenue$50,756
Expenses$61,608
Net Income-$10,852

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$77,156
Mission and Program Overview

Mission

ADVOCATE FOR STUDENTS

To make every childs potential a reality by engaging and empowering families and communities to advocate for all children

Program Services

DescriptionGrantsExpenses
SCHOOL ENHANCEMENTS PROVIDED FINANCIAL ASSISTANCE BY PROVIDING NEW DIGITAL MARQUEE AT ENTRYWAY TO SCHOOL USEDBY ENTIRE STUDENT BODY (550+ STUDENTS) TEACHERS AND STAFF$0$28,690
FALL FESTIVAL: ORGANIZED AND FUNDED ON CAMPUS FALL FESTIVAL FOR OVER 650+ CURRENT AND FORMER STUDENTS & FAMILY MEMBERS, INCLUDING AND VOLUNTEERS FOR OVER 25 BOOTHS PROVIDING VARIOUS ACTIVITIES DRIVING PARENT PARTICIPATION AND INVOLVEMENT$0$15,134
EDUCATIONAL/CLASSROOM MATERIALS: PROVIDED EDUCATION SOFTWARE UTILIZEDBY TEACHERS TO ASSIST WITH READING AND MATH IMPROVEMENTS FOR STUDENTS (ACHIEVE EDUCATION SOFTWARE).$0$6,754
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KORI OLSENPresidentPT$0--
CHARLOTTE GHANEMTreasurerPT$0--
KIMBERLY MRAZSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read a Thon$42,805$42,805$7,798$35,007
Fall Festival/silent Auction$20,287$20,287$15,134$5,153
Total Events$63,092$63,092$22,932$40,160
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress J Allen Axson Montessori Elem Pta
EIN
23-7105795
Phone
9049923600
Address
4763 SUTTON PARK COURT, JACKSONVILLE, FL 32224

Signing Officer

Name
Charlotte Ghanem
Title
Treasurer
Phone
9049923600
Signed
2025-11-12

Preparer

Firm
Tax Advantage
Address
1201 NORTH 3RD STREET, JACKSONVILLE BEACH, FL 32250
Preparer
Kevin Denson
Phone
9042410050
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

SPECIAL PROJECTS 41124.

Form 990EZ, Part I, Line 16

ADMIN EXPENSES 1130.

Form 990EZ, Part I, Line 16

HOSPITALITY 11556.

Form 990EZ, Part I, Line 16

PROGRAMS 7798.

Raw XML Appendix181 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
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO MAKE EVERY CHILDS POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL ENHANCEMENTS PROVIDED FINANCIAL ASSISTANCE BY PROVIDING NEW DIGITAL MARQUEE AT ENTRYWAY TO SCHOOL USEDBY ENTIRE STUDENT BODY (550+ STUDENTS) TEACHERS AND STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FALL FESTIVAL: ORGANIZED AND FUNDED ON CAMPUS FALL FESTIVAL FOR OVER 650+ CURRENT AND FORMER STUDENTS & FAMILY MEMBERS, INCLUDING AND VOLUNTEERS FOR OVER 25 BOOTHS PROVIDING VARIOUS ACTIVITIES DRIVING PARENT PARTICIPATION AND INVOLVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EDUCATIONAL/CLASSROOM MATERIALS: PROVIDED EDUCATION SOFTWARE UTILIZEDBY TEACHERS TO ASSIST WITH READING AND MATH IMPROVEMENTS FOR STUDENTS (ACHIEVE EDUCATION SOFTWARE).
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26754
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09049923600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS J ALLEN AXSON MONTESSORI ELEM PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237105795
ReturnHeader/Filer/PhoneNum09049923600
ReturnHeader/Filer/USAddress/AddressLine1Txt04763 SUTTON PARK COURT
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ReturnHeader/PreparerPersonGrp/PhoneNum09042410050
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN DENSON
ReturnHeader/ReturnTs02025-12-10T12:59:14-08:00
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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