Civic Intelligence

PTA Florida Congress Ozona Elementary School

990EZ • Fiscal year 2020 • EIN 23-7109313

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 26, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

58th percentile

11%

Higher net margin than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

65th percentile

18%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

28%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$26,396

Up $18,896 (+252%) from 2018

Net Assets

Up

$26,396

Up $18,896 (+252%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin58th percentile

Revenue

Up

$37,159

Up $4,815 (+15%) from 2018

Expenses

Down

$33,212

Down $18,996 (-36%) from 2018

Net Income

Up

$3,947

Up $23,811 (+120%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2020

Assets$26,396
Liabilities$0
Net Assets$26,396
Open 2020 Filing

Operations Trend

Revenue Growth82nd 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

2020

Revenue$37,159
Expenses$33,212
Net Income$3,947
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 26, 2020
Return Version
2019v5.0
Gross Receipts
$72,451
Mission and Program Overview

Mission

Support and enrichment of Ozona Elementary School

Program Services

DescriptionGrantsExpenses
Funding for technology services supplies class materials school programs and reproduction expenses-$31,184
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER BRIGHTMANPresidentPT$0--
CASEY HUNTVice PresidentPT$0--
BARBARA CHASESecretaryPT$0--
LORI CVORAKTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
MoveAThon$17,602$17,602$2,098$15,504
Fall Fest$15,250$15,250$2,988$12,262
Total Events$66,476$66,476$35,292$31,184
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress Ozona Elementary School
EIN
23-7109313
In Care Of
% Lori Cvorak
Phone
7277241589
Address
601 Tampa Road, Palm Harbor, FL 34683

Signing Officer

Name
Lori Cvorak
Title
Treasurer
Phone
7277241589
Signed
2020-09-26
Supplemental Narrative

Additional Explanations

Part I Line 16

“Information technology $651.00”

Part I Line 16

“Conferences, conventions, and meetings $67.00”

Part I Line 16

“Insurance $349.00”

Part I Line 16

“Program expenses $11849.00”

Part I Line 16

“Donation to Ozona $19925.00”

Part I Line 16

“Other expenses $262.00”

Part I Line 16

“Other program expenses $11,849”

Part I Line 16

“Ozona Elementary School $19,925”

Part I Line 16

“Other office expenses $1,329”

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/PhoneNum07277241589
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 Tampa Raod
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palm Harbor
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034683
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022449
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026396
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04673
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03947
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt066476
IRS990EZ/GrossReceiptsAmt072451
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01302
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022449
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026396
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022449
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026396
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt225.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt325.00
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/PersonNm0JENNIFER BRIGHTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CASEY HUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BARBARA CHASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LORI CVORAK
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/OtherExpensesTotalAmt033103
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support and enrichment of Ozona Elementary School
IRS990EZ/PrintingPublicationsPostageAmt0109
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Funding for technology services supplies class materials school programs and reproduction expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031184
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035292
IRS990EZ/SpecialEventsNetIncomeLossAmt031184
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt033212
IRS990EZ/TotalProgramServiceExpensesAmt031184
IRS990EZ/TotalRevenueAmt037159
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05975
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt031184
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt031184
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt037159
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037159
IRS990ScheduleA/Total509Grp/TotalAmt037159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt037159
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt037159
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035292
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MoveAThon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Fest
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017602
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt033624
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066476
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017602
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt033624
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066476
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031184
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt030206
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035292
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02098
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02988
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information technology $651.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings $67.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $349.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program expenses $11849.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Donation to Ozona $19925.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other expenses $262.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other program expenses $11,849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Ozona Elementary School $19,925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other office expenses $1,329
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part I Line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI CVORAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07277241589
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS OZONA ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237109313
ReturnHeader/Filer/InCareOfNm0% Lori Cvorak
ReturnHeader/Filer/PhoneNum07277241589
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 Tampa Road
ReturnHeader/Filer/USAddress/CityNm0Palm Harbor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034683
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09722B601F1F39AECF9861E3051818D018D586EA0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09722B601F1F39AECF9861E3051818D018D586EA0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId021010520202701020693
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-09-26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0O
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.73.73.36
ReturnHeader/ReturnTs02020-09-26T14:10:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,396
Liabilities
$0
Net assets
$26,396
Revenue
$37,159
Expenses
$33,212
Net income
$3,947
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. 2020 filings • 501(c)3 • <$500k nonprofits