Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2024 • EIN 23-7106562

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 10, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

88th percentile

42%

Higher net margin than 88% 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

89th percentile

71%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

50th percentile

2.5%

Faster revenue growth than 50% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$45,704

Up $18,954 (+71%) from 2023

Net Assets

Up

$45,704

Up $18,954 (+71%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Up

$45,366

Up $1,119 (+2.5%) from 2023

Expenses

Down

$26,412

Down $20,760 (-44%) from 2023

Net Income

Up

$18,954

Up $21,879 (+748%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2024

Assets$45,704
Liabilities-
Net Assets$45,704
Open 2024 Filing

Operations Trend

Revenue Growth50th 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

2024

Revenue$45,366
Expenses$26,412
Net Income$18,954
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 10, 2024
Return Version
2023v5.0
Gross Receipts
$82,688
Mission and Program Overview

Mission

To support students and teachers

Program Services

DescriptionGrantsExpenses
ASSISTANCE TO THE SCHOOL, STUDENTS AND TEACHERS INCLUDING ACADEMIC SUPPORT AND BUILDING AND GROUNDS UPKEEP AND GRANTS FOR TEACHERS.-$6,342
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTEN ZUMWALTTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk a Thon$54,542$54,542$25,314$29,228
Spirit Products$7,666$7,666$4,353$3,313
Total Events$62,208$62,208$29,667$32,541
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
Kristen Zumwalt
Title
Treasurer
Phone
9042475947
Signed
2024-08-10
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 16

“Expenses office supplies 21 administrative/office exp 299 council dues 50 florida pta dues 7 hospitality for meetings 2,018 insurance 280 school grant 6,342 school programs 13,112 summer expenses 1,446 teacher appreciation 1,687 teacher schollarships 1,150 total 26,412”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KRISTEN ZUMWALT
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/BOYAmt026750
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045704
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018954
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026750
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045704
IRS990EZ/FundraisingGrossIncomeAmt078961
IRS990EZ/GrossReceiptsAmt082688
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0702
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026750
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045704
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026750
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045704
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTEN ZUMWALT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026412
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT STUDENTS AND TEACHERS
IRS990EZ/ProgramServiceRevenueAmt03025
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTANCE TO THE SCHOOL, STUDENTS AND TEACHERS INCLUDING ACADEMIC SUPPORT AND BUILDING AND GROUNDS UPKEEP AND GRANTS FOR TEACHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06342
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt037322
IRS990EZ/SpecialEventsNetIncomeLossAmt041639
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026412
IRS990EZ/TotalProgramServiceExpensesAmt06342
IRS990EZ/TotalRevenueAmt045366
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt082688
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt077262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055402
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt048751
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt056511
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0320614
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0320614
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082688
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077262
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt048751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056511
IRS990ScheduleA/Total509Grp/TotalAmt0320614
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082688
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt077262
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt055402
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt048751
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056511
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0320614
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029667
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALK A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPIRIT PRODUCTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054542
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07666
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062208
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt054542
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07666
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062208
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032541
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029667
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025314
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04353
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 21 ADMINISTRATIVE/OFFICE EXP 299 COUNCIL DUES 50 FLORIDA PTA DUES 7 HOSPITALITY FOR MEETINGS 2,018 INSURANCE 280 SCHOOL GRANT 6,342 SCHOOL PROGRAMS 13,112 SUMMER EXPENSES 1,446 TEACHER APPRECIATION 1,687 TEACHER SCHOLLARSHIPS 1,150 TOTAL 26,412
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTEN ZUMWALT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09042475947
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SAN PABLO ELEMENTARY
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CONSTANCE M FRUTCHEY CPA
ReturnHeader/ReturnTs02024-08-23T08:46:26-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,704
Liabilities
-
Net assets
$45,704
Revenue
$45,366
Expenses
$26,412
Net income
$18,954
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