Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2020 • EIN 23-7109274

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 06, 2020

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

71st percentile

0.06x

Higher debt load relative to assets than 71% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.10x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

90th percentile

127%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

30%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$61,875

Up $34,613 (+127%) from 2019

Net Assets

Up

$58,194

Up $34,744 (+148%) from 2019

Liabilities

Down

$3,681

Down $131 (-3.4%) from 2019

Revenue

Up

$37,278

Up $8,549 (+30%) from 2019

Expenses

Down

$2,534

Down $35,126 (-93%) from 2019

Net Income

Up

$34,744

Up $43,675 (+489%) from 2019

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

2020

Assets$61,875
Liabilities$3,681
Net Assets$58,194

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

2020

Revenue$37,278
Expenses$2,534
Net Income$34,744
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 6, 2020
Return Version
2019v5.1
Gross Receipts
$59,464
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
DUE TO COVID 19 SCHOOL CLOSURES, PROGRAMS HAVE BEEN DELAYED$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRYSTAL SMITHPresident-$0--
LISA HARDERTreasurer-$0--
ERIN VELOTTIVice President-$0--
RACHELLE MASSOLASVolunteer Coordinator-$0--
SARAH LEPASecretary-$0--
ANNE BURIKMembership Coordinator-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$33,053$33,053$15,657$17,396
Spring Fundraiser$13,450$13,450$715$12,735
Total Events$46,503$46,503$16,372$30,131
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
Lisa N Harder
Title
Treasurer
Phone
2399361459
Signed
2020-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Forrester Hart Belisle & Whitaker Pl
Address
1429 COLONIAL BLVD SUITE 201, FORT MYERS, FL 33907
Preparer
Eric M Belisle CPA
Phone
2399391188
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 8102. Returns and allowances: 0. Less cost of goods sold: 4897. Gross profit: 3205. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 4897. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 4897.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: staff appreciation. Grantee relationship: none. Property description: cash. Amount given: 187.

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

Description: office supplies. Amount: 494. Description: insurance. Amount: 614. Description: dues & subscriptions. Amount: 396. Description: other expenses. Amount: 233. Total to form 990-ez, line 16: 1737.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: administrative funds. Beg. Of year amount: 3812. End of year amount: 3681.

Raw XML Appendix198 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/PhoneNum02398232381
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRYSTAL SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA HARDER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHELLE MASSOLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH LEPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANNE BURIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VOLUNTEER COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP COORDINATOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01737
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE AND ENHANCE THE EDUCATION OF ALL THE CHILDREN ATTENDING ALLEN PARK ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DUE TO COVID 19 SCHOOL CLOSURES, PROGRAMS HAVE BEEN DELAYED
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt017289
IRS990EZ/SpecialEventsNetIncomeLossAmt031237
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03812
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03681
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://ALP.LEESCHOOLS.NET/PTA
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06187
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0316345
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016372
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt033053
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046503
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt033053
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030131
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 8102. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 4897. GROSS PROFIT: 3205. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 4897. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 4897.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: STAFF APPRECIATION. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 187.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 494. DESCRIPTION: INSURANCE. AMOUNT: 614. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 396. DESCRIPTION: OTHER EXPENSES. AMOUNT: 233. TOTAL TO FORM 990-EZ, LINE 16: 1737.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ADMINISTRATIVE FUNDS. BEG. OF YEAR AMOUNT: 3812. END OF YEAR AMOUNT: 3681.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA N HARDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02399361459
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALLEN PARK ELEMENTARY 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/AtSubmissionCreationDeviceId0E5F9DE5C584F388F9C8FB29C92A29F7B757127A7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId041BE8052442B67D3D9E34309AE9C1D407430E9D6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.101.63.66
ReturnHeader/FilingSecurityInformation/IPDt02020-09-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:36:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200819420
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORRESTER HART BELISLE & WHITAKER PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01429 COLONIAL BLVD SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033907
ReturnHeader/PreparerPersonGrp/PhoneNum02399391188
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC M BELISLE CPA
ReturnHeader/ReturnTs02020-09-10T09:44:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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