Civic Intelligence

PTA Florida Congress Ozona Elementary School

990EZ • Fiscal year 2016 • EIN 23-7109313

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 10, 2016

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

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

98th percentile

463%

Faster asset growth than 98% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

77%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$22,500

Up $18,500 (+463%) from 2015

Net Assets

Up

$22,500

Up $18,500 (+463%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin94th percentile

Revenue

Up

$30,600

Up $13,267 (+77%) from 2015

Expenses

Down

$12,100

Down $5,233 (-30%) from 2015

Net Income

Up

$18,500

Up $18,500 from 2015

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2016

Assets$22,500
Liabilities$0
Net Assets$22,500
Open 2016 Filing

Operations Trend

Revenue Growth90th 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

2016

Revenue$30,600
Expenses$12,100
Net Income$18,500
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 10, 2016
Return Version
2015v2.1
Gross Receipts
$74,151
Mission and Program Overview

Mission

Support and enrichment of Ozona Elementary School

Suppport ozona elementary school

Program Services

DescriptionGrantsExpenses
FUNDING FOR TECHNOLOGY SERVICES SUPPLIES CLASS MATERIALS AND REPRODUCTION EXPENSE-$25,401
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEAH WHEELEYPresidentPT$0--
LEIKA PAOLINIVice PresidentPT$0--
LYANN BALARTSecretaryPT$0--
GUINEVERE MOTLTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$68,952$68,952$43,551$25,401
Total Events$68,952$68,952$43,551$25,401
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
Guinevere Motl
Title
Treasurer
Phone
7276429235
Signed
2016-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Bridgespan
Address
2134 Alt 19 Ste B, Palm Harbor, FL 34683
Preparer
Pablo Balart
Phone
7272309000
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity donation to ozona elementary various grantee ozona elementary amount 5,082”

Description of other expenses Part I line 16

“Description amountinsurance 379bank fees 299conferences and meetings 610dues 50program supplies 1,025accounting software 105business equip 225special event exp 3,422public relations 415”

Raw XML Appendix165 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0GUINEVERE MOTL
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/EOYAmt022500
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04619
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018500
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04000
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022500
IRS990EZ/FundraisingGrossIncomeAmt068952
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05082
IRS990EZ/GrossReceiptsAmt074151
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0580
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04000
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022500
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04000
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEAH WHEELEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEIKA PAOLINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LYANN BALART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GUINEVERE MOTL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt06530
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPPORT OZONA ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt0238
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDING FOR TECHNOLOGY SERVICES SUPPLIES CLASS MATERIALS AND REPRODUCTION EXPENSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025401
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt043551
IRS990EZ/SpecialEventsNetIncomeLossAmt025401
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012100
IRS990EZ/TotalProgramServiceExpensesAmt025401
IRS990EZ/TotalRevenueAmt030600
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
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/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OZONA ELEMENTARY SCHOOL
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1OFFICERS ELECTED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2SUPPORT OF OZONA ELEMENTARY SCHOOL
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Supported Organizations listed Part IV line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Appointed of elected Part IV Sect D line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Support government entity Part IV Sect E line 1c
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237109313
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt05082
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OZONA ELEMENTARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt05082
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043551
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt068952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt068952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt068952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt068952
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025401
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043551
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt043551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY DONATION TO OZONA ELEMENTARY VARIOUS GRANTEE OZONA ELEMENTARY AMOUNT 5,082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 379BANK FEES 299CONFERENCES AND MEETINGS 610DUES 50PROGRAM SUPPLIES 1,025ACCOUNTING SOFTWARE 105BUSINESS EQUIP 225SPECIAL EVENT EXP 3,422PUBLIC RELATIONS 415
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GUINEVERE MOTL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07276429235
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-10
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/PreparerFirmEIN0320368845
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bridgespan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02134 Alt 19 Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palm Harbor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034683
ReturnHeader/PreparerPersonGrp/PhoneNum07272309000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pablo Balart
ReturnHeader/ReturnTs02016-10-11T09:44:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,500
Liabilities
$0
Net assets
$22,500
Revenue
$30,600
Expenses
$12,100
Net income
$18,500
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. 2016 filings • 501(c)3 • <$500k nonprofits