Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2017 • EIN 23-7109274

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

3345 Canelo DriveFort Myers, FL 33901

(239) 936-1459

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

76th percentile

0.08x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.10x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-107%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

9th percentile

-49%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$35,813

Down $34,317 (-49%) from 2016

Net Assets

Down

$32,964

Down $31,942 (-49%) from 2016

Liabilities

Down

$2,849

Down $2,375 (-45%) from 2016

Revenue

Down

$29,910

Down $7,133 (-19%) from 2016

Expenses

Up

$61,854

Up $56,644 (+1087%) from 2016

Net Income

Down

-$31,944

Down $63,777 (-200%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2014: $40,451Liabilities 2014: $6,641Net Assets 2014: $33,8102014Assets 2016: $70,130Liabilities 2016: $5,224Net Assets 2016: $64,9062016Assets 2017: $35,813Liabilities 2017: $2,849Net Assets 2017: $32,9642017Assets 2018: $36,193Liabilities 2018: $3,812Net Assets 2018: $32,3812018Assets 2019: $27,262Liabilities 2019: $3,812Net Assets 2019: $23,4502019Assets 2020: $61,875Liabilities 2020: $3,681Net Assets 2020: $58,1942020Assets 2021: $39,301Liabilities 2021: $3,681Net Assets 2021: $35,6202021Assets 2022: $34,888Liabilities 2022: $3,681Net Assets 2022: $31,2072022Assets 2023: $43,348Liabilities 2023: $3,517Net Assets 2023: $39,8312023Assets 2024: $21,921Liabilities 2024: $0Net Assets 2024: $21,9212024

Highlighted filing

2017

Assets$35,813
Liabilities$2,849
Net Assets$32,964

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $31,433Expenses 2014: $37,649Net Income 2014: -$6,2162014Revenue 2016: $37,043Expenses 2016: $5,210Net Income 2016: $31,8332016Revenue 2017: $29,910Expenses 2017: $61,854Net Income 2017: -$31,9442017Revenue 2018: $43,456Expenses 2018: $44,039Net Income 2018: -$5832018Revenue 2019: $28,729Expenses 2019: $37,660Net Income 2019: -$8,9312019Revenue 2020: $37,278Expenses 2020: $2,534Net Income 2020: $34,7442020Revenue 2021: -$5,143Expenses 2021: $17,431Net Income 2021: -$22,5742021Revenue 2022: $7,613Expenses 2022: $12,026Net Income 2022: -$4,4132022Revenue 2023: $16,996Expenses 2023: $8,372Net Income 2023: $8,6242023Revenue 2024: $3,326Expenses 2024: $21,236Net Income 2024: -$17,9102024

Highlighted filing

2017

Revenue$29,910
Expenses$61,854
Net Income-$31,944
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$98,322
Mission and Program Overview

Mission

Promote and enhance the education of all the children attending allen park elementary school

Promote and enhance the education all the children attending allen park elementary shcool.

Program Services

DescriptionGrantsExpenses
FUNDING TO ALLEN PARK ELEMENTARY SCHOOL FOR DISTRIBUTION TO TEACHERS FOR CLASSROOM AND EDUCATION NEEDS. FUNDS USED FOR CLASSROOM AND STUDENT EDUCATION ENRICHMENT.$35,575$35,575
FUNDING TO ALLEN PARK ELEMENTARY SCHOOL FOR BUILDING AWNINGS.$20,000$20,000
FUNDING TO ALLEN PARK ELEMENTARY SCHOOL FOR STAFF AND TEACHER APPRECIATION.$3,089$3,089
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA GIORDANOPresident-$0--
SHANNON CONREYVice-Preside-$0--
JENNIFER WARFIELDTreasurer-$0--
AMY JOHNSTONSecretary-$0--
KRYSTAL SMITHVolunteer Co-$0--
TRISHA TOORMembership-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Festival$10,815$10,815$7,235$3,580
Read-a-thon$6,172$6,172$1,081$5,091
Total Events$16,987$16,987$8,316$8,671
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
23-7109274
Phone
2399361459
Address
3345 CANELO DRIVE, FORT MYERS, FL 33901

Signing Officer

Name
Jennifer Warfield
Title
Treasurer
Phone
2399361459
Signed
2017-11-15

Preparer

Firm
Briers CPA Pa
Address
3301 BONITA BEACH RD, BONITA SPRINGS, FL 34134-7832
Preparer
Michael T Briers CPA
Phone
2393908882
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

35,575 0 0 20,000 0 0

Form 990-ez, Part I, Line 16

Expenses insurance 485 professional fees 400 office supplies 1,451 dues & subscriptions 854 total 3,190

Form 990-ez, Part II, Line 26

Administrative funds 5,224 2,849

Form 990-ez, Part III

Promote and enhance the education all the children attending allen park elementary shcool.

Raw XML Appendix173 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/PersonNm0JENNIFER WARFIELD
IRS990EZ/BooksInCareOfDetail/PhoneNum02399361459
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03345 CANELO DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt070132
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035813
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02320
IRS990EZ/CostOfGoodsSoldAmt059253
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-31944
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt070132
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035813
IRS990EZ/FundraisingGrossIncomeAmt020591
IRS990EZ/GrantsAndSimilarAmountsPaidAmt058664
IRS990EZ/GrossProfitLossSlsOfInvntryAmt016158
IRS990EZ/GrossReceiptsAmt098322
IRS990EZ/GrossSalesOfInventoryAmt075411
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064908
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032964
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064908
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032964
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA GIORDANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANNON CONREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER WARFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY JOHNSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRYSTAL SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TRISHA TOOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VOLUNTEER CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03190
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE AND ENHANCE THE EDUCATION ALL THE CHILDREN ATTENDING ALLEN PARK ELEMENTARY SHCOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDING TO ALLEN PARK ELEMENTARY SCHOOL FOR DISTRIBUTION TO TEACHERS FOR CLASSROOM AND EDUCATION NEEDS. FUNDS USED FOR CLASSROOM AND STUDENT EDUCATION ENRICHMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDING TO ALLEN PARK ELEMENTARY SCHOOL FOR BUILDING AWNINGS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FUNDING TO ALLEN PARK ELEMENTARY SCHOOL FOR STAFF AND TEACHER APPRECIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035575
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt120000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23089
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035575
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23089
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09159
IRS990EZ/SpecialEventsNetIncomeLossAmt011432
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05224
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02849
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061854
IRS990EZ/TotalProgramServiceExpensesAmt058664
IRS990EZ/TotalRevenueAmt029910
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://ALP.LEESCHOOLS.NET/PTA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08826
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023776
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt096002
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt079449
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt075418
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058511
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0309380
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0333156
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt098322
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085636
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt084244
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064954
IRS990ScheduleA/Total509Grp/TotalAmt0333156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt098322
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085636
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt084244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt064954
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0333156
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08316
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0READ-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010815
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06172
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016987
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010815
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06172
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016987
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08671
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08316
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07235
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt035,575 0 0 20,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 485 PROFESSIONAL FEES 400 OFFICE SUPPLIES 1,451 DUES & SUBSCRIPTIONS 854 TOTAL 3,190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE FUNDS 5,224 2,849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROMOTE AND ENHANCE THE EDUCATION ALL THE CHILDREN ATTENDING ALLEN PARK ELEMENTARY SHCOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER WARFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02399361459
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALLEN PARK ELEMENTRY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237109274
ReturnHeader/Filer/PhoneNum02399361459
ReturnHeader/Filer/USAddress/AddressLine1Txt03345 CANELO DRIVE
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033901
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0486853E74F690AAAF47EBE1803FAF9551AEBAC8E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B1F84DBAA91BD1EF28C568D79B29F212332561EC
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260632448
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRIERS CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03301 BONITA BEACH RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BONITA SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0341347832
ReturnHeader/PreparerPersonGrp/PhoneNum02393908882
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL T BRIERS CPA
ReturnHeader/ReturnTs02017-11-15T16:25:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings