Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2019 • EIN 23-7628028

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 03, 2019

2802 W Ballast Point BlvdTampa, FL 33611

(843) 270-3020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

$21,784

No earlier filing loaded for comparison.

Net Assets

$21,784

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$64,627

No earlier filing loaded for comparison.

Expenses

$48,415

No earlier filing loaded for comparison.

Net Income

$16,212

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2019: $21,784Net Assets 2019: $21,7842019Assets 2020: $31,458Liabilities 2020: $0Net Assets 2020: $31,4582020Assets 2021: $10,669Liabilities 2021: $0Net Assets 2021: $10,6692021Assets 2022: $14,655Liabilities 2022: $0Net Assets 2022: $14,6552022Assets 2023: $15,423Liabilities 2023: $0Net Assets 2023: $15,4232023Assets 2024: $33,263Liabilities 2024: $0Net Assets 2024: $33,2632024Assets 2025: $27,516Liabilities 2025: $0Net Assets 2025: $27,5162025

Highlighted filing

2019

Assets$21,784
Liabilities-
Net Assets$21,784

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2019: $64,627Expenses 2019: $48,415Net Income 2019: $16,2122019Revenue 2020: $75,876Expenses 2020: $66,175Net Income 2020: $9,7012020Revenue 2021: $56,461Expenses 2021: $77,277Net Income 2021: -$20,8162021Revenue 2022: $61,867Expenses 2022: $47,212Net Income 2022: $14,6552022Revenue 2023: $99,832Expenses 2023: $109,787Net Income 2023: -$9,9552023Revenue 2024: $82,097Expenses 2024: $64,257Net Income 2024: $17,8402024Revenue 2025: $36,687Expenses 2025: $42,434Net Income 2025: -$5,7472025

Highlighted filing

2019

Revenue$64,627
Expenses$48,415
Net Income$16,212
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 3, 2019
Return Version
2018v3.1
Gross Receipts
$81,302
Mission and Program Overview

Mission

Parent Teacher Association for Ballast Point Elementary School educational programs workshops guest speakers and other initiatives

Public School Parent Teacher Association

Program Services

DescriptionGrantsExpenses
Supported Ballast Point Elementary School by providing school improvements including a marquee, technology improvements, and classroom supplies. Organized various student activities including a Fall Festival.-$48,415
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jana AlexanderPresidentFT$0--
Kimberly KlaceVice PresidentPT$0--
Stephanie MelvinTreasurerFT$0--
Jill RossaRecording SecretaryPT$0--
Monica PinturCorresponding Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bulldog Bash$25,666$8,105-$8,105
Walkathon$16,266$2,784$2,784$0
Total Events$41,932$10,889$10,889-
Filing and Contact Details

Filer

Filer Name
PTA Florida Congress - Ballast Point Elementary PTA
EIN
23-7628028
Phone
8432703020
Address
2802 W Ballast Point Blvd, Tampa, FL 33611

Signing Officer

Name
Alexandra Ray
Title
President
Signed
2019-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Tim J Klace CPA LLC
Address
4006 South MacDill Avenue, Tampa, FL 33611
Preparer
Timothy J Klace
Phone
8137600722
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Spiritwear - Cost of Sales 8,693

Form 990-EZ, Part I, Line 16, Other Expenses

Fall Festival 4,037

Form 990-EZ, Part I, Line 16, Other Expenses

Fall Festival - Food 450

Form 990-EZ, Part I, Line 16, Other Expenses

Administrative Supplies - Net of Donation 426

Form 990-EZ, Part I, Line 16, Other Expenses

Hospitality - Events and Teacher Conferences 1,332

Form 990-EZ, Part I, Line 16, Other Expenses

Liability Insurance 385

Form 990-EZ, Part I, Line 16, Other Expenses

National/State/Council PTA Dues 898

Form 990-EZ, Part I, Line 16, Other Expenses

A/R Reading Achievement Party - Net of Donation 624

Form 990-EZ, Part I, Line 16, Other Expenses

Teacher Appreciation Events 958

Form 990-EZ, Part I, Line 16, Other Expenses

Student Planners 550

Form 990-EZ, Part I, Line 16, Other Expenses

Hardship Fund 240

Form 990-EZ, Part I, Line 16, Other Expenses

Technology Support 1,604

Form 990-EZ, Part I, Line 16, Other Expenses

Teacher Supplies 4,000

Form 990-EZ, Part I, Line 16, Other Expenses

5th Grade Banquest - Net 370

Form 990-EZ, Part I, Line 16, Other Expenses

Special Projects / School Improvements 23,848

Raw XML Appendix181 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/PersonNm0Stephanie Melvin
IRS990EZ/BooksInCareOfDetail/PhoneNum09195230803
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06203 Sanders Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tampa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033611
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05572
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021784
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt049293
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016212
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05572
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IRS990EZ/FundraisingGrossIncomeAmt016675
IRS990EZ/GrossReceiptsAmt081302
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05572
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021784
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05572
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021784
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jana Alexander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kimberly Klace
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stephanie Melvin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jill Rossa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Monica Pintur
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Corresponding Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048415
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Public School Parent Teacher Association
IRS990EZ/ProgramServiceRevenueAmt015334
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Supported Ballast Point Elementary School by providing school improvements including a marquee, technology improvements, and classroom supplies. Organized various student activities including a Fall Festival.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048415
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016675
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt048415
IRS990EZ/TotalProgramServiceExpensesAmt048415
IRS990EZ/TotalRevenueAmt064627
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049293
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt049293
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt015334
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt016675
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt016675
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt081302
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081302
IRS990ScheduleA/Total509Grp/TotalAmt081302
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081302
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt081302
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt031043
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt017561
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt013482
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010889
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Bulldog Bash
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08105
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025666
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016266
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041932
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010889
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02784
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Spiritwear - Cost of Sales 8,693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fall Festival 4,037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fall Festival - Food 450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Administrative Supplies - Net of Donation 426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Hospitality - Events and Teacher Conferences 1,332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Liability Insurance 385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6National/State/Council PTA Dues 898
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7A/R Reading Achievement Party - Net of Donation 624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Teacher Appreciation Events 958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Student Planners 550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Hardship Fund 240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Technology Support 1,604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Teacher Supplies 4,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt135th Grade Banquest - Net 370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Special Projects / School Improvements 23,848
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Alexandra Ray
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Florida Congress - Ballast Point Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237628028
ReturnHeader/Filer/PhoneNum08432703020
ReturnHeader/Filer/USAddress/AddressLine1Txt02802 W Ballast Point Blvd
ReturnHeader/Filer/USAddress/CityNm0Tampa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033611
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08D19F3EEA2DC39B515109624E94349C439562DCE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08D19F3EEA2DC39B515109624E94349C439562DCE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.64.137.10
ReturnHeader/FilingSecurityInformation/IPDt02019-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:46:51
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tim J Klace CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04006 South MacDill Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tampa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033611
ReturnHeader/PreparerPersonGrp/PhoneNum08137600722
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy J Klace
ReturnHeader/ReturnTs02019-11-06T09:48:37-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings