Civic Intelligence

PTA Florida Congress Ozona Elementary School

990EZ • Fiscal year 2015 • EIN 23-7109313

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 09, 2015

Organization ProfileN/A
601 Tampa RoadPalm Harbor, FL 34683

(727) 724-1589

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$4,000

Flat from 2014

Net Assets

Flat

$4,000

Flat from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Up

$17,333

Up $2,019 (+13%) from 2014

Expenses

Up

$17,333

Up $2,019 (+13%) from 2014

Net Income

Flat

$0

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$60K$40K$20K$0Assets 2011: $4,000Net Assets 2011: $4,0002011Assets 2012: $4,000Net Assets 2012: $4,0002012Assets 2013: $4,000Net Assets 2013: $4,0002013Assets 2014: $4,000Net Assets 2014: $4,0002014Assets 2015: $4,000Net Assets 2015: $4,0002015Assets 2016: $22,500Liabilities 2016: $0Net Assets 2016: $22,5002016Assets 2018: $7,500Liabilities 2018: $0Net Assets 2018: $7,5002018Assets 2020: $26,396Liabilities 2020: $0Net Assets 2020: $26,3962020Assets 2021: $20,177Liabilities 2021: $0Net Assets 2021: $20,1772021Assets 2022: $23,712Net Assets 2022: $23,7122022Assets 2023: $49,970Net Assets 2023: $49,9702023Assets 2025: $50,835Net Assets 2025: $50,8352025

Highlighted filing

2015

Assets$4,000
Liabilities-
Net Assets$4,000
Open 2015 Filing

Operations Trend

Revenue Growth66th percentile

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

$100K$50K$0-$50KRevenue 2011: $26,270Expenses 2011: $26,270Net Income 2011: $02011Revenue 2012: $19,767Expenses 2012: $19,767Net Income 2012: $02012Revenue 2013: $21,480Expenses 2013: $21,480Net Income 2013: $02013Revenue 2014: $15,314Expenses 2014: $15,314Net Income 2014: $02014Revenue 2015: $17,333Expenses 2015: $17,333Net Income 2015: $02015Revenue 2016: $30,600Expenses 2016: $12,100Net Income 2016: $18,5002016Revenue 2018: $32,344Expenses 2018: $52,208Net Income 2018: -$19,8642018Revenue 2020: $37,159Expenses 2020: $33,212Net Income 2020: $3,9472020Revenue 2021: $24,573Expenses 2021: $30,792Net Income 2021: -$6,2192021Revenue 2022: $48,131Expenses 2022: $44,596Net Income 2022: $3,5352022Revenue 2023: $67,939Expenses 2023: $55,174Net Income 2023: $12,7652023Revenue 2025: $60,320Expenses 2025: $67,459Net Income 2025: -$7,1392025

Highlighted filing

2015

Revenue$17,333
Expenses$17,333
Net Income$0
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 9, 2015
Return Version
2014v5.0
Gross Receipts
$47,106
Mission and Program Overview

Mission

Support and enrichment of Ozona Elementary School

Ozona Elementary School

Program Services

DescriptionGrantsExpenses
Funding for technology services & Supplies, Class Materialsand copier expense$22,109-
Osprey Partners in EducationLocal Business/community members sponsor classrooms oracademic areas$7,664-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leah WheeleyPresidentPT$0--
Heather YacovielloSecretaryPT$0--
Melissa BischoffTreasurerPT$0--
Leika PaoliniVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$44,739$44,739$29,773$14,966
Total Events$44,739$44,739$29,773$14,966
Filing and Contact Details

Filer

Filer Name
Pta Fl Congress Ozona Elem School
EIN
23-7109313
Address
601 Tampa Road, Palm Harbor, FL 34683

Signing Officer

Name
Leah Wheeley
Title
President
Signed
2015-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Sally Lindberg & Associates Inc
Address
29605 US Highway 19 N Ste 260, Clearwater, FL 33761
Preparer
Sally Lindberg EA
Phone
7277855228
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Ozona Elementary School | Donee's Address: 601 Tampa Road Palm Harbor, FL 34683 | Cash Amount Given: $12940”

Other Expenses.1002

“Office Expenses $1807”

Other Expenses.1007

“Conferences, Conventions, and Meetings $40”

Other Expenses.1012

“Insurance $320”

Other Expenses.1

“Dues & Subscriptions $1002”

Other Expenses.2

“Supplies. $724”

Other Expenses.3

“Bank Fees $149”

Raw XML Appendix164 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/PersonNm0Kathy Schmid
IRS990EZ/BooksInCareOfDetail/PhoneNum07277241589
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 Tampa Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palm Harbor
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034683
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04000
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04000
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0831
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04000
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04000
IRS990EZ/FundraisingGrossIncomeAmt044739
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012940
IRS990EZ/GrossReceiptsAmt047106
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01536
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04000
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04000
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04000
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Leah Wheeley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Heather Yacoviello
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Melissa Bischoff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Leika Paolini
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04042
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Ozona Elementary School
IRS990EZ/PrintingPublicationsPostageAmt0101
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Funding for technology services & Supplies, Class Materialsand copier expense
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Osprey Partners in EducationLocal Business/community members sponsor classrooms oracademic areas
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022109
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17664
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029773
IRS990EZ/SpecialEventsNetIncomeLossAmt014966
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017333
IRS990EZ/TotalProgramServiceExpensesAmt029773
IRS990EZ/TotalRevenueAmt017333
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237109313
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0Public School
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt012940
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Ozona Elementary
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt012940
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029773
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraising
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044739
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044739
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044739
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044739
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014966
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029773
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029773
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Ozona Elementary School | Donee's Address: 601 Tampa Road Palm Harbor, FL 34683 | Cash Amount Given: $12940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1807
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues & Subscriptions $1002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies. $724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Fees $149
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Leah Wheeley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FL CONGRESS OZONA ELEM SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237109313
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 Tampa Road
ReturnHeader/Filer/USAddress/CityNm0Palm Harbor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sally Lindberg & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029605 US Highway 19 N Ste 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Clearwater
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033761
ReturnHeader/PreparerPersonGrp/PhoneNum07277855228
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sally Lindberg EA
ReturnHeader/ReturnTs02015-09-09T12:32:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,000
Liabilities
-
Net assets
$4,000
Revenue
$17,333
Expenses
$17,333
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$50.8$50.8$60.3$67.5$7.14
2023Detailed filing. Detailed filing data is available for this year.$50.0$50.0$67.9$55.2$12.8
2022Detailed filing. Detailed filing data is available for this year.$23.7$23.7$48.1$44.6$3.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.2$0.00$20.2$24.6$30.8$6.22
2020Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$37.2$33.2$3.95
2018Detailed filing. Detailed filing data is available for this year.$7.50$0.00$7.50$32.3$52.2$19.9
2016Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$30.6$12.1$18.5
2015Detailed filing. Detailed filing data is available for this year.$4.00$4.00$17.3$17.3$0.00
2014Detailed filing. Detailed filing data is available for this year.$4.00$4.00$15.3$15.3$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.00$4.00$21.5$21.5$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.00$4.00$19.8$19.8$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.00$4.00$26.3$26.3$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits