Civic Intelligence

PTA Florida Congress Villas Elementary School PTA

EIN 23-7109260 • 501(c)3 • Fort Myers, FL

Profile

Quality public education for over 800 students through books, school supplies and family programs, as well as, provide funds for mini-grants, staff appreciation and school improvements.

8385 Beacon BlvdFort Myers, FL 33907

n/A

Siviq Scores

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

Liabilities / Assets

85th percentile

0.28x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

0.21x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

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 2015

Asset Growth

83rd percentile

38%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

78th percentile

31%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$9,750

Up $2,661 (+38%) from 2014

Liabilities

Up

$2,745

Up $248 (+9.9%) from 2014

Net Assets

Up

$7,005

Up $2,413 (+53%) from 2014

Revenue

Up

$13,363

Up $3,181 (+31%) from 2014

Expenses

Down

$10,950

Down $3,567 (-25%) from 2014

Net Income

Up

$2,413

Up $6,748 (+156%) from 2014

Trend Graphs

Balance Sheet Trend

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

$10K$5.0K$0Assets 2011: $6,930Net Assets 2011: $6,9302011Assets 2012: $3,480Net Assets 2012: $3,4802012Assets 2013: $8,927Net Assets 2013: $8,9272013Assets 2014: $7,089Liabilities 2014: $2,497Net Assets 2014: $4,5922014Assets 2015: $9,750Liabilities 2015: $2,745Net Assets 2015: $7,0052015

Highlighted filing

2015

Assets$9,750
Liabilities$2,745
Net Assets$7,005

Operations Trend

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

$20K$10K$0-$10KRevenue 2011: $17,133Expenses 2011: $16,448Net Income 2011: $6852011Revenue 2012: $10,859Expenses 2012: $14,309Net Income 2012: -$3,4502012Revenue 2013: $14,328Expenses 2013: $8,880Net Income 2013: $5,4482013Revenue 2014: $10,182Expenses 2014: $14,517Net Income 2014: -$4,3352014Revenue 2015: $13,363Expenses 2015: $10,950Net Income 2015: $2,4132015

Highlighted filing

2015

Revenue$13,363
Expenses$10,950
Net Income$2,413

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 8, 2016
Return Version
2014v6.0
Gross Receipts
$29,231
Mission and Program Overview

Mission

Quality public education for over 800 students through books, school supplies and family programs, as well as, provide funds for mini-grants, staff appreciation and school improvements.

Program Services

DescriptionGrantsExpenses
QUALITY PUBLIC EDUCTION FOR OVER 800 STUDENTS THROUGH BOOKS, SCHOOL SUPPLIES AND FAMILY PROGRAMS, AS WELL AS PROVIDED FUNDS FOR MINI-GRANTS, STAFF APPRECIATION AND SCHOOL IMPROVEMENTS.$5,117$5,117
QUALITY PUBLIC EDUCATION FOR OVER 800 STUDENTS THROUGH BOOKS, SCHOOL SUPPLIES AND FAMILY PROGRAMS, AS WELL AS, PROVIDE FUNDS FOR MINI-GRANTS, STAFF APPRECIATION AND SCHOOL IMPROVEMENTS.-$45
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLY BEASLEYPresidentPT$0--
MARIA CARDENASVice PresidePT$0--
HOLLY BEASLEYTreasurerPT$0--
KATHRYN DANESHSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Multiple Fundra$10,021$10,021$4,484$5,537
Book Fairs$8,607$8,607$6,618$1,989
Total Events$24,255$24,255$12,821$11,434
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
23-7109260
Address
8385 BEACON BLVD, FORT MYERS, FL 33907

Signing Officer

Name
Holly Beasley
Title
President
Signed
2016-01-08
Discuss with paid preparer
Yes

Preparer

Firm
James a Chouinard CPA LLC
Address
12611 NEW BRITTANY BLVD, FORT MYERS, FL 33907-3631
Preparer
James a Chouinard CPA
Phone
2392759997
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

VILLAS ELEM 5,117 0 0

Form 990-ez, Part I, Line 16

Expenses conferences/meetings 24 insurance 150 appreciation exp 2,022 member ship dues 45 popcorn 2,905 supplies 155 postage 22 total 5,323

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 2,497 2,745

Form 990-ez, Part III

Quality public education for over 800 students through books, school supplies and family programs, as well as, provide funds for mini-grants, staff appreciation and school improvements.

Form 990-ez, Part III, Line 31

Quality public education for over 800 students through books, school supplies and family programs, as well as, provide funds for mini-grants, staff appreciation and school improvements.

Raw XML Appendix146 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/BooksInCareOfDetail/PhoneNum02399363776
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VILLAS ELEM 5,117 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONFERENCES/MEETINGS 24 INSURANCE 150 APPRECIATION EXP 2,022 MEMBER SHIP DUES 45 POPCORN 2,905 SUPPLIES 155 POSTAGE 22 TOTAL 5,323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,497 2,745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3QUALITY PUBLIC EDUCATION FOR OVER 800 STUDENTS THROUGH BOOKS, SCHOOL SUPPLIES AND FAMILY PROGRAMS, AS WELL AS, PROVIDE FUNDS FOR MINI-GRANTS, STAFF APPRECIATION AND SCHOOL IMPROVEMENTS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLY BEASLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VILLAS ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237109260
ReturnHeader/Filer/USAddress/AddressLine1Txt08385 BEACON BLVD
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460623823
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES A CHOUINARD CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012611 NEW BRITTANY BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0339073631
ReturnHeader/PreparerPersonGrp/PhoneNum02392759997
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A CHOUINARD CPA
ReturnHeader/ReturnTs02016-02-06T08:49:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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