Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2024 • EIN 23-7106098

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 29, 2024

531 Beltrees StDunedin, FL 34698

(813) 507-7818

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

110%

Faster asset growth than 92% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

19%

Faster revenue growth than 68% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$29,031

Up $15,210 (+110%) from 2023

Net Assets

Up

$29,031

Up $15,210 (+110%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$55,483

Up $8,822 (+19%) from 2023

Expenses

Down

$40,273

Down $18,052 (-31%) from 2023

Net Income

Up

$15,210

Up $26,874 (+230%) from 2023

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

2024

Assets$29,031
Liabilities-
Net Assets$29,031

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

2024

Revenue$55,483
Expenses$40,273
Net Income$15,210
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 29, 2024
Return Version
2023v5.1
Gross Receipts
$98,661
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.-$16,165
Improve student services with Healthy Kids PE Fitness, volunteers, class sponsors, and teacher appreciation.-$15,530
Provide learning support with curiculum enhancement programs, student enrichment programs and events, Great American Teach-in participation, and the Sunshine State Readers program.-$8,416
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly CooperPresidentPT$0--
Maria GugliuzzaVp1PT$0--
Jessa KeaneVp2PT$0--
Stephanie HradeskyVp3PT$0--
Colleen MoffettTreasurerPT$0--
Erin IosaCorresponding SecretaryPT$0--
Jennifer MillsRecording Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$59,100$59,100$5,505$53,595
Curtis Spirit Fundraiser$3,155$3,155-$3,155
Total Events$96,320$96,320$43,178$53,142
Filing and Contact Details

Filer

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

Signing Officer

Name
Colleen Moffett
Title
Treasurer
Phone
7274151072
Signed
2024-07-29
Discuss with paid preparer
Yes

Preparer

Firm
Vital Tax Inc
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 8,416

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

Student Services Expenses 8,950

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

Teacher/School Support Expenses 16,165

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

PTA Expenses 3,553

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

Bank Fees 14

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

Summer Funds Expense 183

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

Outstanding Checks Reconciliation 2,992

Raw XML Appendix192 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kelly Cooper
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Corresponding Secretary
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Improve student services with Healthy Kids PE Fitness, volunteers, class sponsors, and teacher appreciation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016165
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18416
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt215530
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt053142
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02341
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04656
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04989
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020382
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Learning Expenses 8,416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Services Expenses 8,950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher/School Support Expenses 16,165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA Expenses 3,553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Fees 14
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Summer Funds Expense 183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Outstanding Checks Reconciliation 2,992
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Colleen Moffett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07274151072
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS-CURTIS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237106098
ReturnHeader/Filer/USAddress/AddressLine1Txt0531 BELTREES ST
ReturnHeader/Filer/USAddress/CityNm0Dunedin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034698
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464213953
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vital Tax Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02141 Drew St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Clearwater
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033765
ReturnHeader/PreparerPersonGrp/PhoneNum07274421888
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jay J Maswadi EA
ReturnHeader/ReturnTs02024-08-23T01:41:26-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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