Civic Intelligence

PTA Florida Congress Coral Gables Senior High School Ptsa

990EZ • Fiscal year 2021 • EIN 23-7628411

Jul 01, 2020 to Jun 30, 2021 • Filed on May 05, 2022

Organization ProfileGABLESPTSA.ORG
450 Bird RoadCoral Gables, FL 33146

(305) 443-4871

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

57th percentile

14%

Higher net margin than 57% 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

61st percentile

15%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

29th percentile

-24%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$24,461

Up $3,194 (+15%) from 2020

Net Assets

Up

$24,461

Up $3,194 (+15%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Down

$23,260

Down $7,217 (-24%) from 2020

Expenses

Down

$20,065

Down $7,726 (-28%) from 2020

Net Income

Up

$3,195

Up $509 (+19%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$60K$40K$20K$0Assets 2017: $46,689Net Assets 2017: $46,6892017Assets 2018: $25,245Net Assets 2018: $25,2452018Assets 2019: $18,581Net Assets 2019: $18,5812019Assets 2020: $21,267Net Assets 2020: $21,2672020Assets 2021: $24,461Net Assets 2021: $24,4612021Assets 2022: $22,630Net Assets 2022: $22,6302022Assets 2023: $54,406Net Assets 2023: $54,4062023Assets 2024: $28,136Net Assets 2024: $28,1362024Assets 2025: $31,183Net Assets 2025: $31,1832025

Highlighted filing

2021

Assets$24,461
Liabilities-
Net Assets$24,461
Open 2021 Filing

Operations Trend

Revenue Growth29th percentile

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

$150K$100K$50K$0-$50KRevenue 2017: $57,188Expenses 2017: $41,092Net Income 2017: $16,0962017Revenue 2018: $70,824Expenses 2018: $92,270Net Income 2018: -$21,4462018Revenue 2019: $46,388Expenses 2019: $53,052Net Income 2019: -$6,6642019Revenue 2020: $30,477Expenses 2020: $27,791Net Income 2020: $2,6862020Revenue 2021: $23,260Expenses 2021: $20,065Net Income 2021: $3,1952021Revenue 2022: $33,818Expenses 2022: $35,648Net Income 2022: -$1,8302022Revenue 2023: $109,448Expenses 2023: $77,672Net Income 2023: $31,7762023Revenue 2024: $70,593Expenses 2024: $96,864Net Income 2024: -$26,2712024Revenue 2025: $58,762Expenses 2025: $55,715Net Income 2025: $3,0472025

Highlighted filing

2021

Revenue$23,260
Expenses$20,065
Net Income$3,195
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 5, 2022
Return Version
2020v4.0
Gross Receipts
$54,298
Mission and Program Overview

Mission

To support education at coral gables senior high school

Program Services

DescriptionGrantsExpenses
THE PTSA ORGANIZES AND EXECUTES VARIOUS PROGRAMS AT THE SCHOOL FOR THE BENEFIT OF THE STUDENTS AND FACULTY. A COLLEGE FAIR AND COLLEGE APPLICATION READINESS SYMPOSIUM ARE HELD. STUDENT ACHIEVEMENTS AND ACTIVITIES ARE RECOGNIZED AND SUPPORTED FINANCIALLY BY THE PTSA. TEACHER APPRECIATION FUNCTIONS ARE HELD TO THANK TEACHERS AND STAFF. THE PTA MAINTAINS A WEBSITE THAT PROVIDES INFORMATION ABOUT THE SCHOOL AND ITS PROGRAMS TO PARENTS AND STUDENTS. (SOME PROGRAMS WERE NOT HELD THIS FISCAL YEAR DUE TO COVID-19.)$4,469$15,723
SUPPLIES WERE PURCHASED AN DONATED TO THE SCHOOL TO PROTECT STUDENTS, TEACHERS, AND STAFF FROM COVID-10 INFECTION.-$3,261
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTINA JACKSONPresidentPT$0--
JACKIE KELLOGGVP/AdministrPT$0--
BILL BEARDSLEETreasurerPT$0--
ANA SANTANAVP/MembershiPT$0--
TRACY DEVINE GUZMANSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
23-7628411
Phone
3054434871
Address
450 BIRD ROAD, CORAL GABLES, FL 33146

Signing Officer

Name
Bill Beardslee
Title
Treasurer
Phone
3054434871
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Viciana & Shafer Pa
Address
800 SO DOUGLAS RD STE 880, CORAL GABLES, FL 33134
Preparer
Aida V Shafer
Phone
3054460969
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses dues - chamber membership 325 accounting software 275 office supplies 296 license 10 aim - miami dade council pta 175 teacher appreciation 1,179 elsa glazer awards 797 ib pinning ceremony 2,123 hospitality 96 student activities 1,258 student incentives 1,250 college essay software 497 communication - zoom fees 792 covid-19 supplies 3,261 garden club expense 389 total 12,723”

Form 990-ez, Part III, Line 28

“The ptsa organizes and executes various programs at the school for the benefit of the students and faculty. A college fair and college application readiness symposium are held. Student achievements and activities are recognized and supported financially by the ptsa. Teacher appreciation functions are held to thank teachers and staff. The pta maintains a website that provides information about the school and its programs to parents and students. (some programs were not held this fiscal year due to covid-19.)”

Raw XML Appendix154 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0KRISTINA JACKSON
CompensationExplanation/CompensationExplanationGrp/PersonNm1JACKIE KELLOGG
CompensationExplanation/CompensationExplanationGrp/PersonNm2BILL BEARDSLEE
CompensationExplanation/CompensationExplanationGrp/PersonNm3ANA SANTANA
CompensationExplanation/CompensationExplanationGrp/PersonNm4TRACY DEVINE GUZMAN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum03054434871
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0450 BIRD ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORAL GABLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033146
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021266
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024461
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06420
IRS990EZ/CostOfGoodsSoldAmt031038
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03195
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021266
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024461
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04469
IRS990EZ/GrossProfitLossSlsOfInvntryAmt016840
IRS990EZ/GrossReceiptsAmt054298
IRS990EZ/GrossSalesOfInventoryAmt047878
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021266
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024461
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021266
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024461
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTINA JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACKIE KELLOGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BILL BEARDSLEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANA SANTANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRACY DEVINE GUZMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/ADMINISTR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP/MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012723
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT EDUCATION AT CORAL GABLES SENIOR HIGH SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt02873
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTSA ORGANIZES AND EXECUTES VARIOUS PROGRAMS AT THE SCHOOL FOR THE BENEFIT OF THE STUDENTS AND FACULTY. A COLLEGE FAIR AND COLLEGE APPLICATION READINESS SYMPOSIUM ARE HELD. STUDENT ACHIEVEMENTS AND ACTIVITIES ARE RECOGNIZED AND SUPPORTED FINANCIALLY BY THE PTSA. TEACHER APPRECIATION FUNCTIONS ARE HELD TO THANK TEACHERS AND STAFF. THE PTA MAINTAINS A WEBSITE THAT PROVIDES INFORMATION ABOUT THE SCHOOL AND ITS PROGRAMS TO PARENTS AND STUDENTS. (SOME PROGRAMS WERE NOT HELD THIS FISCAL YEAR DUE TO COVID-19.)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPLIES WERE PURCHASED AN DONATED TO THE SCHOOL TO PROTECT STUDENTS, TEACHERS, AND STAFF FROM COVID-10 INFECTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04469
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015723
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13261
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020065
IRS990EZ/TotalProgramServiceExpensesAmt018984
IRS990EZ/TotalRevenueAmt023260
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0GABLESPTSA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06420
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07792
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09137
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019757
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt033122
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt076228
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt047878
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt063858
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt099539
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0116990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt077411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0405676
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0481904
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054298
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0108676
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0136747
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0110533
IRS990ScheduleA/Total509Grp/TotalAmt0481904
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0108676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0136747
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0110533
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0481904
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DUES - CHAMBER MEMBERSHIP 325 ACCOUNTING SOFTWARE 275 OFFICE SUPPLIES 296 LICENSE 10 AIM - MIAMI DADE COUNCIL PTA 175 TEACHER APPRECIATION 1,179 ELSA GLAZER AWARDS 797 IB PINNING CEREMONY 2,123 HOSPITALITY 96 STUDENT ACTIVITIES 1,258 STUDENT INCENTIVES 1,250 COLLEGE ESSAY SOFTWARE 497 COMMUNICATION - ZOOM FEES 792 COVID-19 SUPPLIES 3,261 GARDEN CLUB EXPENSE 389 TOTAL 12,723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PTSA ORGANIZES AND EXECUTES VARIOUS PROGRAMS AT THE SCHOOL FOR THE BENEFIT OF THE STUDENTS AND FACULTY. A COLLEGE FAIR AND COLLEGE APPLICATION READINESS SYMPOSIUM ARE HELD. STUDENT ACHIEVEMENTS AND ACTIVITIES ARE RECOGNIZED AND SUPPORTED FINANCIALLY BY THE PTSA. TEACHER APPRECIATION FUNCTIONS ARE HELD TO THANK TEACHERS AND STAFF. THE PTA MAINTAINS A WEBSITE THAT PROVIDES INFORMATION ABOUT THE SCHOOL AND ITS PROGRAMS TO PARENTS AND STUDENTS. (SOME PROGRAMS WERE NOT HELD THIS FISCAL YEAR DUE TO COVID-19.)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL BEARDSLEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03054434871
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CORAL GABLES SENIOR HIGH SCH PTSA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237628411
ReturnHeader/Filer/PhoneNum03054434871
ReturnHeader/Filer/USAddress/AddressLine1Txt0450 BIRD ROAD
ReturnHeader/Filer/USAddress/CityNm0CORAL GABLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033146
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592718428
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICIANA & SHAFER PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 SO DOUGLAS RD STE 880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORAL GABLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033134
ReturnHeader/PreparerPersonGrp/PhoneNum03054460969
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AIDA V SHAFER
ReturnHeader/ReturnTs02022-05-09T10:23:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BEARDSLEE
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
$24,461
Liabilities
-
Net assets
$24,461
Revenue
$23,260
Expenses
$20,065
Net income
$3,195
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.59$0.56$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.28$0.71$0.97$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.54$1.09$0.78$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.23$0.34$0.36$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.23$0.20$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.21$0.30$0.28$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.19$0.46$0.53$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.71$0.92$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.47$0.57$0.41$0.16