Civic Intelligence

PTA Florida Congress Ozona Elementary School

990EZ • Fiscal year 2014 • EIN 23-7109313

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 02, 2014

Organization ProfileN/A
601 Tampa Road34683

(727) 418-2827

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

46th percentile

0.0%

Faster asset growth than 46% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$4,000

Flat from 2013

Net Assets

Flat

$4,000

Flat from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Down

$15,314

Down $6,166 (-29%) from 2013

Expenses

Down

$15,314

Down $6,166 (-29%) from 2013

Net Income

Flat

$0

Flat from 2013

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2014

Assets$4,000
Liabilities-
Net Assets$4,000
Open 2014 Filing

Operations Trend

Revenue Growth17th 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

2014

Revenue$15,314
Expenses$15,314
Net Income$0
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 2, 2014
Return Version
2013v3.1
Gross Receipts
$53,044
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$37,729$50,998
Osprey Partners in EductionLocal Business/community members sponsor classrooms oracademic areas--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melyssa MartinPresidentPT$0--
Leah WheeleyVice PresidentPT$0--
Jessica VomeroSecretaryPT$0--
Melissa BischoffTreasurerPT$0--
Kathy SchmidTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$50,999$50,999$37,730$13,269
Total Events$50,999$50,999$37,730$13,269
Filing and Contact Details

Filer

EIN
23-7109313
Phone
7274182827

Signing Officer

Name
Kathy Schmid
Title
Treasurer
Signed
2014-10-02
Discuss with paid preparer
Yes

Preparer

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: $10629”

Other Expenses.1002

“Office Expenses $175”

Other Expenses.1007

“Conferences, Conventions, and Meetings $415”

Other Expenses.1012

“Insurance $290”

Other Expenses.1

“Supplies. $3099”

Other Expenses.3

“Bank Fees $131”

Other Expenses.4

“Dues & Subscriptions $50”

Raw XML Appendix150 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/AddressLine10601 Tampa Road
IRS990EZ/BooksInCareOfDetail/USAddress/City0Palm Harbor
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode034683
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04000
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04000
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01295
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/FundraisingGrossIncomeAmt050999
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010629
IRS990EZ/GrossReceiptsAmt053044
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0750
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04000
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04000
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04000
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Melyssa Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Leah Wheeley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jessica Vomero
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melissa Bischoff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kathy Schmid
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04160
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Ozona Elementary School
IRS990EZ/PrintingPublicationsPostageAmt0275
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Funding for technology services & Supplies, Class Materialsand copier expense
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Osprey Partners in EductionLocal Business/community members sponsor classrooms oracademic areas
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037729
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050998
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt037730
IRS990EZ/SpecialEventsNetIncomeLossAmt013269
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015314
IRS990EZ/TotalProgramServiceExpensesAmt037729
IRS990EZ/TotalRevenueAmt015314
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237109313
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0Public School
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt010629
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Ozona Elementary
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt010629
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037730
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050999
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050999
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050999
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050999
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Fundraising
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013269
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037730
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Ozona Elementary School | Donee's Address: 601 Tampa Road Palm Harbor, FL 34683 | Cash Amount Given: $10629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies. $3099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Fees $131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Dues & Subscriptions $50
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.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Schmid
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA FL CONGRESS OZONA ELEM SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237109313
ReturnHeader/Filer/PhoneNum07274182827
ReturnHeader/Filer/USAddress/AddressLine10601 Tampa Road
ReturnHeader/Filer/USAddress/City0Palm Harbor
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Sally Lindberg & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1029605 US Highway 19 N Ste 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Clearwater
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode033761
ReturnHeader/PreparerPersonGrp/PhoneNum07277855228
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sally Lindberg EA
ReturnHeader/ReturnTs02014-10-02T08:46:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,000
Liabilities
-
Net assets
$4,000
Revenue
$15,314
Expenses
$15,314
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. 2014 filings • 501(c)3 • <$500k nonprofits