Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2023 • EIN 23-7109274

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 28, 2023

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

78th percentile

0.08x

Higher debt load relative to assets than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.21x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

76th percentile

24%

Faster asset growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

123%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$43,348

Up $8,460 (+24%) from 2022

Net Assets

Up

$39,831

Up $8,624 (+28%) from 2022

Liabilities

Down

$3,517

Down $164 (-4.5%) from 2022

Revenue

Up

$16,996

Up $9,383 (+123%) from 2022

Expenses

Down

$8,372

Down $3,654 (-30%) from 2022

Net Income

Up

$8,624

Up $13,037 (+295%) from 2022

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

2023

Assets$43,348
Liabilities$3,517
Net Assets$39,831

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

2023

Revenue$16,996
Expenses$8,372
Net Income$8,624
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 28, 2023
Return Version
2022v5.0
Gross Receipts
$22,783
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
ERIN VELOTTIPresident-$0--
LAURA BELICKATreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$16,251$16,251$1,529$14,722
Total Events$16,251$16,251$1,529$14,722
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
Erin Velotti
Title
President
Phone
2399361459
Signed
2023-09-28
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: 3,984. Returns and allowances: 0. Less cost of goods sold: 4,258. Gross profit: -274. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 4,258. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 4,258.

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: 1,750.

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: 5,000. Total included on form 990-ez, line 10: 6,750.

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

Description: office supplies. Amount: 164. Description: insurance. Amount: 442. Description: dues & subscriptions. Amount: 356. Description: bank fees. Amount: 10. Total to form 990-ez, line 16: 972.

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

Description: administrative funds. Beg. Of year amount: 3,681. End of year amount: 3,517.

Raw XML Appendix168 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/BusinessNameLine1Txt0ERIN VELOTTI
IRS990EZ/BooksInCareOfDetail/PhoneNum02394101696
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03345 CANELO DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034888
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043348
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02045
IRS990EZ/CostOfGoodsSoldAmt04258
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt08624
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt043348
IRS990EZ/FundraisingGrossIncomeAmt016251
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06750
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-274
IRS990EZ/GrossReceiptsAmt022783
IRS990EZ/GrossSalesOfInventoryAmt03984
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0503
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031207
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039831
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031207
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039831
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/PersonNm0ERIN VELOTTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA BELICKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0972
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/SpecialEventsDirectExpensesAmt01529
IRS990EZ/SpecialEventsNetIncomeLossAmt014722
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03681
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03517
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08372
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt016996
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://ALP.LEESCHOOLS.NET/PTA
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03951
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08617
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt040125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt040125
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt048742
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02147
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0396
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044076
IRS990ScheduleA/Total509Grp/TotalAmt048742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02147
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0396
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt044076
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt048742
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01529
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016251
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016251
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016251
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016251
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014722
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01529
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 3,984. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 4,258. GROSS PROFIT: -274. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 4,258. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 4,258.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: STAFF APPRECIATION. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: TEACH GRANTS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 164. DESCRIPTION: INSURANCE. AMOUNT: 442. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 356. DESCRIPTION: BANK FEES. AMOUNT: 10. TOTAL TO FORM 990-EZ, LINE 16: 972.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ADMINISTRATIVE FUNDS. BEG. OF YEAR AMOUNT: 3,681. END OF YEAR AMOUNT: 3,517.
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 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN VELOTTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02399361459
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-28
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/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02023-09-29T11:53:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VELOTTI
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings