Civic Intelligence

PTA Florida Congress Ozona Elementary School

990EZ • Fiscal year 2021 • EIN 23-7109313

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 01, 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

17th percentile

-25%

Higher net margin than 17% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

17th percentile

-24%

Faster asset growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

23rd percentile

-34%

Faster revenue growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$20,177

Down $6,219 (-24%) from 2020

Net Assets

Down

$20,177

Down $6,219 (-24%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin17th percentile

Revenue

Down

$24,573

Down $12,586 (-34%) from 2020

Expenses

Down

$30,792

Down $2,420 (-7.3%) from 2020

Net Income

Down

-$6,219

Down $10,166 (-258%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2021

Assets$20,177
Liabilities$0
Net Assets$20,177
Open 2021 Filing

Operations Trend

Revenue Growth23rd 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

2021

Revenue$24,573
Expenses$30,792
Net Income-$6,219
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 1, 2021
Return Version
2020v4.0
Gross Receipts
$44,501
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-$20,038
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILIA HAASCHPresidentPT$0--
CASEY HUNTVice President-$0--
BARBARA CHASETreasurer-$0--
ASHLEY GONNELLISecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Moveathon$22,414$22,414$1,306$21,108
Fall Fest$6,900$6,900$2,232$4,668
Total Events$39,966$39,966$19,928$20,038
Filing and Contact Details

Filer

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

Signing Officer

Name
Barbara Chase
Title
Treasurer
Phone
7277241589
Signed
2021-10-01
Supplemental Narrative

Additional Explanations

Part I Line 16

“Information technology $90.00”

Part I Line 16

“Conferences, conventions, and meetings $741.00”

Part I Line 16

“Insurance $529.00”

Part I Line 16

“Program Expense $5990.00”

Part I Line 16

“Donation to Ozona Elem $23120.00”

Part I Line 16

“Other expenses $157.00”

Part I Line 16

“Other program expenses $5,990”

Part I Line 16

“Ozona Elementary School $23,120”

Part I Line 16

“Other office expense $1,517”

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
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IRS990EZ/BooksInCareOfDetail/PhoneNum07277241589
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palm Harbor
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034683
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026396
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020177
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IRS990EZ/MembershipDuesAmt01966
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/PersonNm0EMILIA HAASCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CASEY HUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BARBARA CHASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ASHLEY GONNELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt030627
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support and enrichment of Ozona Elementary School
IRS990EZ/PrintingPublicationsPostageAmt0165
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Funding for technology services supplies class materials school programs and reproduction expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020038
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019928
IRS990EZ/SpecialEventsNetIncomeLossAmt020038
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt030792
IRS990EZ/TotalProgramServiceExpensesAmt020038
IRS990EZ/TotalRevenueAmt024573
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04535
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04535
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt020038
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt020038
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt024573
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024573
IRS990ScheduleA/Total509Grp/TotalAmt024573
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024573
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt024573
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019928
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Moveathon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Fest
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022414
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010652
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039966
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022414
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010652
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020038
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt016390
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019928
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01306
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02232
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information technology $90.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings $741.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $529.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Expense $5990.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Donation to Ozona Elem $23120.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other expenses $157.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other program expenses $5,990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Ozona Elementary School $23,120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other office expense $1,517
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/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA CHASE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07277241589
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS OZONA ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237109313
ReturnHeader/Filer/InCareOfNm0% Barbara Chase
ReturnHeader/Filer/PhoneNum07277241589
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 Tampa Road
ReturnHeader/Filer/USAddress/CityNm0Palm Harbor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034683
ReturnHeader/ReturnTs02021-10-01T10:30:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHASE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,177
Liabilities
$0
Net assets
$20,177
Revenue
$24,573
Expenses
$30,792
Net income
-$6,219
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
2021Detailed filing. Detailed filing data is available for this year.$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