Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2021 • EIN 23-7106562

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 09, 2021

Organization ProfileN/A
801 18th Ave NorthJacksonville Beach, FL 32250

(818) 679-3441

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

9th percentile

-69%

Higher net margin than 9% 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

6th percentile

-64%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

35th percentile

-14%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$14,523

Down $25,353 (-64%) from 2020

Net Assets

Down

$14,523

Down $25,353 (-64%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$36,802

Down $6,070 (-14%) from 2020

Expenses

Up

$62,155

Up $18,831 (+43%) from 2020

Net Income

Down

-$25,353

Down $24,901 (-5509%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$60K$40K$20K$0Assets 2020: $39,876Net Assets 2020: $39,8762020Assets 2021: $14,523Net Assets 2021: $14,5232021Assets 2022: $29,675Net Assets 2022: $29,6752022Assets 2023: $26,750Net Assets 2023: $26,7502023Assets 2024: $45,704Net Assets 2024: $45,7042024Assets 2025: $48,308Net Assets 2025: $48,3082025

Highlighted filing

2021

Assets$14,523
Liabilities-
Net Assets$14,523
Open 2021 Filing

Operations Trend

Revenue Growth35th percentile

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

$100K$50K$0-$50KRevenue 2020: $42,872Expenses 2020: $43,324Net Income 2020: -$4522020Revenue 2021: $36,802Expenses 2021: $62,155Net Income 2021: -$25,3532021Revenue 2022: $39,279Expenses 2022: $24,127Net Income 2022: $15,1522022Revenue 2023: $44,247Expenses 2023: $47,172Net Income 2023: -$2,9252023Revenue 2024: $45,366Expenses 2024: $26,412Net Income 2024: $18,9542024Revenue 2025: $53,416Expenses 2025: $50,811Net Income 2025: $2,6052025

Highlighted filing

2021

Revenue$36,802
Expenses$62,155
Net Income-$25,353
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 9, 2021
Return Version
2020v4.0
Gross Receipts
$48,751
Mission and Program Overview

Mission

To support students and teachers

Program Services

DescriptionGrantsExpenses
INSTALLATION OF THE NEW PLAYGROUND-$40,442
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON KOCHTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk a Thon$16,795$16,795$482$16,313
5k Run$7,200$7,200$4,090$3,110
Total Events$31,090$31,090$9,000$22,090
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
23-7106562
Phone
8186793441
Address
801 18TH AVE NORTH, JACKSONVILLE BEACH, FL 32250

Signing Officer

Name
Shannon Koch
Title
Treasurer
Phone
8186793441
Signed
2021-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Frutchey Accounting Services Inc
Address
1027 16TH ST N, JACKSONVILLE BEACH, FL 32250-2877
Preparer
Constance M Frutchey CPA
Phone
9044870080
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“BOX TOPS 863 TOTAL 863”

Form 990-ez, Part I, Line 16

“Expenses office supplies 194 administrative/office exp 365 clinic/eyeglass fund 100 council dues 120 florida pta dues 567 hospitality for meetings 782 insurance 245 school grant 40,442 school programs 12,966 summer expenses 2,007 teacher appreciation 1,470 teacher schollarships 2,773 total 62,031”

Raw XML Appendix128 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0SHANNON KOCH
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHANNON KOCH
IRS990EZ/BooksInCareOfDetail/PhoneNum08186793441
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0801 18TH AVE NORTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JACKSONVILLE BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032250
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039876
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014523
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-25353
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039876
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014523
IRS990EZ/FundraisingGrossIncomeAmt045088
IRS990EZ/GrossReceiptsAmt048751
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0567
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039876
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014523
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039876
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014523
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANNON KOCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt062031
IRS990EZ/OtherRevenueTotalAmt0863
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT STUDENTS AND TEACHERS
IRS990EZ/PrintingPublicationsPostageAmt0124
IRS990EZ/ProgramServiceRevenueAmt02233
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INSTALLATION OF THE NEW PLAYGROUND
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040442
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011949
IRS990EZ/SpecialEventsNetIncomeLossAmt033139
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062155
IRS990EZ/TotalProgramServiceExpensesAmt040442
IRS990EZ/TotalRevenueAmt036802
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048751
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt056511
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0105262
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0105262
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056511
IRS990ScheduleA/Total509Grp/TotalAmt0105262
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt048751
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt056511
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0105262
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALK A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05K RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016795
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031090
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016795
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031090
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022090
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04428
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0482
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04090
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOX TOPS 863 TOTAL 863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES 194 ADMINISTRATIVE/OFFICE EXP 365 CLINIC/EYEGLASS FUND 100 COUNCIL DUES 120 FLORIDA PTA DUES 567 HOSPITALITY FOR MEETINGS 782 INSURANCE 245 SCHOOL GRANT 40,442 SCHOOL PROGRAMS 12,966 SUMMER EXPENSES 2,007 TEACHER APPRECIATION 1,470 TEACHER SCHOLLARSHIPS 2,773 TOTAL 62,031
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON KOCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08186793441
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237106562
ReturnHeader/Filer/PhoneNum08186793441
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 18TH AVE NORTH
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032250
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455256419
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRUTCHEY ACCOUNTING SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01027 16TH ST N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0322502877
ReturnHeader/PreparerPersonGrp/PhoneNum09044870080
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CONSTANCE M FRUTCHEY CPA
ReturnHeader/ReturnTs02021-09-24T03:41:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHANNON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOCH
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,523
Liabilities
-
Net assets
$14,523
Revenue
$36,802
Expenses
$62,155
Net income
-$25,353
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$48.3$48.3$53.4$50.8$2.61
2024Detailed filing. Detailed filing data is available for this year.$45.7$45.7$45.4$26.4$19.0
2023Detailed filing. Detailed filing data is available for this year.$26.8$26.8$44.2$47.2$2.93
2022Detailed filing. Detailed filing data is available for this year.$29.7$29.7$39.3$24.1$15.2
2021Detailed filing. Detailed filing data is available for this year.$14.5$14.5$36.8$62.2$25.4
2020Detailed filing. Detailed filing data is available for this year.$39.9$39.9$42.9$43.3$0.45