Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2020 • EIN 23-7106098

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 17, 2020

531 Beltrees StDunedin, FL 34698

(727) 738-6483

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

78th percentile

30%

Higher net margin than 78% 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

90th percentile

132%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

45th percentile

-20%

Faster revenue growth than 45% of similar nonprofits.

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

Assets

Up

$33,542

Up $19,076 (+132%) from 2019

Net Assets

Up

$33,542

Up $19,076 (+132%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$53,799

Down $13,055 (-20%) from 2019

Expenses

Down

$37,477

Down $32,037 (-46%) from 2019

Net Income

Up

$16,322

Up $18,982 (+714%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $21,553Liabilities 2011: $0Net Assets 2011: $21,5532011Assets 2012: $17,712Liabilities 2012: $0Net Assets 2012: $17,7122012Assets 2013: $9,321Liabilities 2013: $0Net Assets 2013: $9,3212013Assets 2019: $14,466Net Assets 2019: $14,4662019Assets 2020: $33,542Net Assets 2020: $33,5422020Assets 2021: $37,370Net Assets 2021: $37,3702021Assets 2022: $25,485Net Assets 2022: $25,4852022Assets 2023: $13,821Net Assets 2023: $13,8212023Assets 2024: $29,031Net Assets 2024: $29,0312024Assets 2025: $50,932Net Assets 2025: $50,9322025

Highlighted filing

2020

Assets$33,542
Liabilities-
Net Assets$33,542

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $35,546Expenses 2011: $34,597Net Income 2011: $9492011Revenue 2012: $43,009Expenses 2012: $46,850Net Income 2012: -$3,8412012Revenue 2013: $39,995Expenses 2013: $48,386Net Income 2013: -$8,3912013Revenue 2019: $66,854Expenses 2019: $69,514Net Income 2019: -$2,6602019Revenue 2020: $53,799Expenses 2020: $37,477Net Income 2020: $16,3222020Revenue 2021: $39,864Expenses 2021: $36,036Net Income 2021: $3,8282021Revenue 2022: $48,305Expenses 2022: $60,190Net Income 2022: -$11,8852022Revenue 2023: $46,661Expenses 2023: $58,325Net Income 2023: -$11,6642023Revenue 2024: $55,483Expenses 2024: $40,273Net Income 2024: $15,2102024Revenue 2025: $37,452Expenses 2025: $15,551Net Income 2025: $21,9012025

Highlighted filing

2020

Revenue$53,799
Expenses$37,477
Net Income$16,322
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 17, 2020
Return Version
2019v5.1
Gross Receipts
$91,686
Mission and Program Overview

Mission

Educational/Charitable

Program Services

DescriptionGrantsExpenses
Provide teacher and school support by providing A/V - Tech Support, clinic supplies, student and classroom supplies, teacher training and professional development, and a water filtration system.-$26,147
Provide learning support with curiculum enhancement programs, student enrichment programs and events, Great American Teach-in participation, and the Sunshine State Readers program.-$6,697
Improve student services with Healthy Kids PE Fitness, volunteers, class sponsors, and teacher appreciation.-$2,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-PresidentPT$0--
-1st VPPT$0--
-2nd VPPT$0--
-3rd VPPT$0--
-TreasurerPT$0--
-Ways And Means ChairPT$0--
-Recording Secretary-$0--
-Corresponding Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$37,235$37,235$2,082$35,153
Curtis Spirit Fundraiser$19,972$19,972$13,004$6,968
Total Events$78,971$78,971$31,340$47,631
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress-curtis Elementary Pta
EIN
23-7106098
Phone
7277386483
Address
531 BELTREES ST, Dunedin, FL 34698

Signing Officer

Name
Laura Daniels
Title
President
Signed
2020-09-17
Discuss with paid preparer
No

Preparer

Firm
Jackson Hewitt Tax Service
Address
2141 DREW ST, CLEARWATER, FL 33765
Preparer
Jay J Maswadi Ea
Phone
7274421888
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Learning Expenses 6,697

Form 990-EZ, Part I, Line 16, Other Expenses

Student Services Expenses 2,750

Form 990-EZ, Part I, Line 16, Other Expenses

Teacher/School Support Expenses 26,147

Form 990-EZ, Part I, Line 16, Other Expenses

PTA Expenses 1,387

Form 990-EZ, Part I, Line 16, Other Expenses

Bank Fees 114

Form 990-EZ, Part I, Line 16, Other Expenses

Summer Funds Expense 382

Raw XML Appendix203 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/BooksInCareOfDetail/PhoneNum07275800007
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0531 BELTREES ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DUNEDIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034698
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017220
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt06547
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IRS990EZ/ExcessOrDeficitForYearAmt016322
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-272
IRS990EZ/GrossReceiptsAmt091686
IRS990EZ/GrossSalesOfInventoryAmt06275
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06440
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017220
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0Amber Warren
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt1Nilda Callaghan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt2Char Lenninger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt3Nicole Delfino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt4Emily Gasner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt5Laura Daniels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt6Brittany Maglio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt7Anne-Marie Numberger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33RD VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WAYS AND MEANS CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CORRESPONDING SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037477
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational/Charitable
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide teacher and school support by providing A/V - Tech Support, clinic supplies, student and classroom supplies, teacher training and professional development, and a water filtration system.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide learning support with curiculum enhancement programs, student enrichment programs and events, Great American Teach-in participation, and the Sunshine State Readers program.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Improve student services with Healthy Kids PE Fitness, volunteers, class sponsors, and teacher appreciation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026147
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16697
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22750
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031340
IRS990EZ/SpecialEventsNetIncomeLossAmt047631
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt037477
IRS990EZ/TotalProgramServiceExpensesAmt035594
IRS990EZ/TotalRevenueAmt053799
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04989
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01726
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01621
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011952
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt091687
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt098903
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt092086
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt095920
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt091152
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0469748
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0481700
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096676
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0100744
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt093861
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt097646
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt092773
IRS990ScheduleA/Total509Grp/TotalAmt0481700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt096676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0100744
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt093861
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt097646
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt092773
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0481700
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031340
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Curtis Spirit Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019972
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt037235
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021764
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt078971
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019972
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt037235
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt021764
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt078971
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt047631
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt016254
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031340
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013004
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02082
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Learning Expenses 6,697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Services Expenses 2,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher/School Support Expenses 26,147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA Expenses 1,387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Fees 114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Summer Funds Expense 382
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Laura Daniels
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS-CURTIS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237106098
ReturnHeader/Filer/PhoneNum07277386483
ReturnHeader/Filer/USAddress/AddressLine1Txt0531 BELTREES ST
ReturnHeader/Filer/USAddress/CityNm0Dunedin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034698
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A2B95F0D3D73971EC74315AE9B80C0ED3B86A922
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A747225E8646FE2F668C0BDC7BEB9BD7FBC4C2FA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.113.227.131
ReturnHeader/FilingSecurityInformation/IPDt02020-09-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:44:50
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON HEWITT TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02141 DREW ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEARWATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033765
ReturnHeader/PreparerPersonGrp/PhoneNum07274421888
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY J MASWADI EA
ReturnHeader/ReturnTs02020-09-17T11:45:24-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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