Civic Intelligence

PTA Florida Congress-Palmetto Elementary PTA

990EZ • Fiscal year 2021 • EIN 23-7628498

Jul 01, 2020 to Jun 30, 2021 • Filed on May 09, 2022

12401 SW 74th AveMiami, FL 33156

(305) 238-4306

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

53rd percentile

11%

Higher net margin than 53% 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

59th percentile

13%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

51st percentile

5.2%

Faster revenue growth than 51% of similar nonprofits.

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

Assets

Up

$111,234

Up $12,941 (+13%) from 2020

Net Assets

Up

$111,234

Up $12,941 (+13%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$119,297

Up $5,905 (+5.2%) from 2020

Expenses

Down

$106,356

Down $22,476 (-17%) from 2020

Net Income

Up

$12,941

Up $28,381 (+184%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2018: $57,586Liabilities 2018: $0Net Assets 2018: $57,5862018Assets 2019: $113,733Liabilities 2019: $0Net Assets 2019: $113,7332019Assets 2020: $98,293Net Assets 2020: $98,2932020Assets 2021: $111,234Liabilities 2021: $0Net Assets 2021: $111,2342021Assets 2022: $99,092Liabilities 2022: $0Net Assets 2022: $99,0922022Assets 2023: $79,019Liabilities 2023: $0Net Assets 2023: $79,0192023Assets 2024: $146,192Liabilities 2024: $0Net Assets 2024: $146,1922024Assets 2025: $52,589Liabilities 2025: $0Net Assets 2025: $52,5892025

Highlighted filing

2021

Assets$111,234
Liabilities$0
Net Assets$111,234

Operations Trend

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

$400K$200K$0-$200KRevenue 2018: $119,834Expenses 2018: $98,401Net Income 2018: $21,4332018Revenue 2019: $123,114Expenses 2019: $66,967Net Income 2019: $56,1472019Revenue 2020: $113,392Expenses 2020: $128,832Net Income 2020: -$15,4402020Revenue 2021: $119,297Expenses 2021: $106,356Net Income 2021: $12,9412021Revenue 2022: $170,929Expenses 2022: $183,071Net Income 2022: -$12,1422022Revenue 2023: $204,158Expenses 2023: $224,231Net Income 2023: -$20,0732023Revenue 2024: $227,243Expenses 2024: $160,070Net Income 2024: $67,1732024Revenue 2025: $233,182Expenses 2025: $326,785Net Income 2025: -$93,6032025

Highlighted filing

2021

Revenue$119,297
Expenses$106,356
Net Income$12,941
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 9, 2022
Return Version
2020v4.1
Gross Receipts
$150,926
Mission and Program Overview

Mission

Child Advocacy and Student Support

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOOL ENHANCEMENT BY DONATION OF EDUCATIONAL FURNITURE, EQUIP AND SUPPLIES TO SUPPORT ACTIVITIES AND ASSIST EDUCATORS IN HONORING STUDENT ACADEMIC ACHIEVEMENTS.$10,000$67,009
PROGRAMS TO SUPPORT THE EDUCATIONAL EXPERIENCE OF ALL STUDENTS INCLUDING SUPPLEMENTATION OF INSTRUCTION THROUGH TECHNOLGY AND OTHER EDUCATIONAL MATERIALS.-$31,879
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BROOKE LAMPresidentFT$0--
CRISTINA BLANCOFirst Vice PresidentFT$0--
MONICA MASESecond Vice PresidentPT$0--
ADI HEDGESThird Vice PresidentPT$0--
GABRIELLE OQUINNFourth Vice PresidentPT$0--
CAROLINA BALLASTreasurerPT$0--
JENNIFER FLEITESRecording SecretaryPT$0--
MEGHANN COLLARDCorresponding SecretaryPT$0--
ABIGAIL JOHNSTONParliamentarianPT$0--
ANDREA GONZALEZHistorianimmediate Past PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Funfest$11,445$11,445$4,146$7,299
Auction$11,085$11,085$1,042$10,043
Total Events$22,530$22,530$5,188$17,342
Filing and Contact Details

Filer

Filer Name
Pta Fl Congress Palmetto Elem Pta
EIN
23-7628498
Address
12401 SW 74TH AVE, MIAMI, FL 33156

Signing Officer

Name
Carolina Ballas
Title
Treasurer
Phone
3052384306
Signed
2022-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Miriam Grossman-Rodriguez Inc
Address
9190 Sunset Drive, Miami, FL 33173
Preparer
Miriam Grossman Rodriguez EA
Phone
3052750208
Supplemental Narrative

Additional Explanations

General explanation attachment

Form 990-ez, part iii, primary exempt purpose - child advocacy, student support and fundraising for elementary school educational enrichment.

Description of other expenses Part I line 16

Description amountadmin expenses 4,884academic enrichment 31,879school enhancement 67,009

Raw XML Appendix222 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/USAddress/CityNm0MIAMI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BROOKE LAM
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GABRIELLE OQUINN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNIFER FLEITES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MEGHANN COLLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ABIGAIL JOHNSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ANDREA GONZALEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FIRST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECOND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3THIRD VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FOURTH VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9HISTORIANIMMEDIATE PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherExpensesTotalAmt0103772
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramServiceRevenueAmt033685
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAMS TO SUPPORT THE EDUCATIONAL EXPERIENCE OF ALL STUDENTS INCLUDING SUPPLEMENTATION OF INSTRUCTION THROUGH TECHNOLGY AND OTHER EDUCATIONAL MATERIALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SCHOOL ENHANCEMENT BY DONATION OF EDUCATIONAL FURNITURE, EQUIP AND SUPPLIES TO SUPPORT ACTIVITIES AND ASSIST EDUCATORS IN HONORING STUDENT ACADEMIC ACHIEVEMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010000
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt167009
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97510
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0828216
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ, PART III, PRIMARY EXEMPT PURPOSE - CHILD ADVOCACY, STUDENT SUPPORT AND FUNDRAISING FOR ELEMENTARY SCHOOL EDUCATIONAL ENRICHMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADMIN EXPENSES 4,884ACADEMIC ENRICHMENT 31,879SCHOOL ENHANCEMENT 67,009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLINA BALLAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03052384306
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FL CONGRESS PALMETTO ELEM PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237628498
ReturnHeader/Filer/USAddress/AddressLine1Txt012401 SW 74TH AVE
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033156
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650920792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Miriam Grossman-Rodriguez Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09190 Sunset Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Miami
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033173
ReturnHeader/PreparerPersonGrp/PhoneNum03052750208
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Miriam Grossman Rodriguez EA
ReturnHeader/ReturnTs02022-05-10T20:33:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROLINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BALLAS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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