Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2021 • EIN 23-7109274

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 30, 2021

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

77th percentile

0.09x

Higher debt load relative to assets than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • 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

100th percentile

439%

Higher net margin than 100% 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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-36%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Assets

Down

$39,301

Down $22,574 (-36%) from 2020

Net Assets

Down

$35,620

Down $22,574 (-39%) from 2020

Liabilities

Flat

$3,681

Flat from 2020

Revenue

Down

-$5,143

Down $42,421 (-114%) from 2020

Expenses

Up

$17,431

Up $14,897 (+588%) from 2020

Net Income

Down

-$22,574

Down $57,318 (-165%) from 2020

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

2021

Assets$39,301
Liabilities$3,681
Net Assets$35,620

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

2021

Revenue-$5,143
Expenses$17,431
Net Income-$22,574
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 30, 2021
Return Version
2020v4.1
Gross Receipts
$4,557
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--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$4,284$4,284$1,300$2,984
Total Events$4,284$4,284$1,300$2,984
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
2021-08-30
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: 0. Returns and allowances: 0. Less cost of goods sold: 8,400. Gross profit: -8,400. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 8,400. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 8,400.

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: 1,653.

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

Activity classification: . Grantee name: teach grants. Grantee relationship: none. Property description: cash. Amount given: 10,000.

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

Activity classification: . Grantee name: odyssey of the mind. Grantee relationship: none. Property description: cash. Amount given: 1,350. Total included on form 990-ez, line 10: 13,003.

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

Description: office supplies. Amount: 136. Description: insurance. Amount: 735. Description: dues & subscriptions. Amount: 139. Description: other expenses. Amount: 2,800. Total to form 990-ez, line 16: 3,810.

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

Description: administrative funds. Beg. Of year amount: 3,681. End of year amount: 3,681.

Raw XML Appendix170 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LISA N HARDER
IRS990EZ/BooksInCareOfDetail/PhoneNum02398232381
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06824 FAIRVIEW STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033966
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061875
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039301
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/CostOfGoodsSoldAmt08400
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-22574
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt04284
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013003
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-8400
IRS990EZ/GrossReceiptsAmt04557
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0195
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058194
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035620
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058194
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035620
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRYSTAL SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA HARDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03810
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt01300
IRS990EZ/SpecialEventsNetIncomeLossAmt02984
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03681
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03681
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017431
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0-5143
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://ALP.LEESCHOOLS.NET/PTA
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt078
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03951
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014797
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt079863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt096002
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0215990
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0230787
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0396
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044076
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087915
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt098322
IRS990ScheduleA/Total509Grp/TotalAmt0230787
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0396
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044076
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt087915
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt098322
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0230787
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01300
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt04284
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt04284
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04284
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt04284
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02984
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01300
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 0. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 8,400. GROSS PROFIT: -8,400. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 8,400. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 8,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: STAFF APPRECIATION. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,653.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: TEACH GRANTS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: ODYSSEY OF THE MIND. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,350. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 13,003.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 136. DESCRIPTION: INSURANCE. AMOUNT: 735. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 139. DESCRIPTION: OTHER EXPENSES. AMOUNT: 2,800. TOTAL TO FORM 990-EZ, LINE 16: 3,810.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ADMINISTRATIVE FUNDS. BEG. OF YEAR AMOUNT: 3,681. END OF YEAR AMOUNT: 3,681.
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA N HARDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02399361459
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-30
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/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/ReturnTs02021-09-08T13:22:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARDER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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