Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2023 • EIN 23-7628565

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 30, 2024

Organization Profile[email protected]
8851 SW 168th StreetPalmetto Bay, FL 33157

(305) 235-2442

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

38%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-31%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$34,169

Up $9,345 (+38%) from 2022

Net Assets

Up

$34,169

Up $9,345 (+38%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin68th percentile

Revenue

Down

$46,764

Down $21,347 (-31%) from 2022

Expenses

Down

$39,923

Down $20,222 (-34%) from 2022

Net Income

Down

$6,841

Down $1,125 (-14%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$40K$30K$20K$10K$0Assets 2010: $15,020Net Assets 2010: $15,0202010Assets 2022: $24,824Net Assets 2022: $24,8242022Assets 2023: $34,169Liabilities 2023: $0Net Assets 2023: $34,1692023Assets 2024: $22,252Liabilities 2024: $217Net Assets 2024: $22,0352024

Highlighted filing

2023

Assets$34,169
Liabilities$0
Net Assets$34,169
Open 2023 Filing

Operations Trend

Revenue Growth18th percentile

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

$100K$50K$0-$50KRevenue 2010: $15,725Expenses 2010: $29,405Net Income 2010: -$13,6802010Revenue 2022: $68,111Expenses 2022: $60,145Net Income 2022: $7,9662022Revenue 2023: $46,764Expenses 2023: $39,923Net Income 2023: $6,8412023Revenue 2024: $36,816Expenses 2024: $56,855Net Income 2024: -$20,0392024

Highlighted filing

2023

Revenue$46,764
Expenses$39,923
Net Income$6,841
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 30, 2024
Return Version
2022v5.0
Gross Receipts
$60,675
Mission and Program Overview

Mission

Educational purpose - parent/teacher association

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
PROVIDED STUDENT ENRICHMENT PROGRAMS TO SUPPORT THE EDUCATIONAL EXPERIENCE OF ALL STUDENTS INCLUDING COMMUNITY BUILDING AND HOSPITALITY.-$31,428
PROVIDED STUDENT ACHIEVEMENT & RECOGNITION PROGRAMS TO HONOR ACHIEVEMENT IN ALL AREAS.-$5,915
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLEY AUGIPresidentPT$0--
ASHLEY JONESFirst Vice PresidentPT$0--
ELENA GOMEZSecond Vice PresidentPT$0--
CASSANDRA LOPEZThrid Vice PresidentPT$0--
ROBERT AUGICorresponding SecretaryPT$0--
LISA ESPINEIRARecording SecretaryPT$0--
DANIELLE PALACIOSTreasurerPT$0--
GERRI LAMOGLIAChristmas Shoppe ChairPT$0--
AYESKA TABARESMembership ChairPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Fl Congress Dr Henry E Perine Aota Elem Pta
EIN
23-7628565
Address
8851 SW 168TH STREET, PALMETTO BAY, FL 33157

Signing Officer

Name
Danielle Palacios
Title
Treasurer
Phone
3052352442
Signed
2024-04-30
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

“Schedule oform 990-ez, part iii, primary exempt purpose - dedicated to enrich the educational experience of the students, and promote community building with the parents of students attending dr henry e perrine academy of the arts elementary school.”

Description of other expenses Part I line 16

“Description amountadmin 2,580student enrichment 31,428student achievement 5,915”

Other changes in net assets or fund balances Part I line 20

“Description amountprior per adj-rec savings acct bal 2,504”

Raw XML Appendix189 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/PersonNm0DANIELLE PALACIOS
IRS990EZ/BooksInCareOfDetail/PhoneNum03052352442
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALMETTO BAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033157
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024824
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IRS990EZ/ContributionsGiftsGrantsEtcAmt07440
IRS990EZ/CostOfGoodsSoldAmt09149
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06841
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt06880
IRS990EZ/GrossProfitLossSlsOfInvntryAmt011114
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IRS990EZ/GrossSalesOfInventoryAmt020263
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0650
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLEY AUGI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASHLEY JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELENA GOMEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CASSANDRA LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT AUGI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LISA ESPINEIRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DANIELLE PALACIOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GERRI LAMOGLIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8AYESKA TABARES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FIRST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECOND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3THRID VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CHRISTMAS SHOPPE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBERSHIP CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt02504
IRS990EZ/OtherExpensesTotalAmt039923
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramServiceRevenueAmt025418
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED STUDENT ENRICHMENT PROGRAMS TO SUPPORT THE EDUCATIONAL EXPERIENCE OF ALL STUDENTS INCLUDING COMMUNITY BUILDING AND HOSPITALITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED STUDENT ACHIEVEMENT & RECOGNITION PROGRAMS TO HONOR ACHIEVEMENT IN ALL AREAS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031428
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15915
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04762
IRS990EZ/SpecialEventsNetIncomeLossAmt02118
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039923
IRS990EZ/TotalProgramServiceExpensesAmt037343
IRS990EZ/TotalRevenueAmt046764
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0[email protected]
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08370
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052561
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt067831
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0120392
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt024
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0128762
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060651
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068111
IRS990ScheduleA/Total509Grp/TotalAmt0128762
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060675
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt068111
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0128786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHEDULE OFORM 990-EZ, PART III, PRIMARY EXEMPT PURPOSE - DEDICATED TO ENRICH THE EDUCATIONAL EXPERIENCE OF THE STUDENTS, AND PROMOTE COMMUNITY BUILDING WITH THE PARENTS OF STUDENTS ATTENDING DR HENRY E PERRINE ACADEMY OF THE ARTS ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADMIN 2,580STUDENT ENRICHMENT 31,428STUDENT ACHIEVEMENT 5,915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTPRIOR PER ADJ-REC SAVINGS ACCT BAL 2,504
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIELLE PALACIOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03052352442
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FL CONGRESS DR HENRY E PERINE AOTA ELEM PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237628565
ReturnHeader/Filer/USAddress/AddressLine1Txt08851 SW 168TH STREET
ReturnHeader/Filer/USAddress/CityNm0PALMETTO BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033157
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/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Miriam Grossman Rodriguez EA
ReturnHeader/ReturnTs02024-05-08T17:44:25-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PALACIOS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,169
Liabilities
$0
Net assets
$34,169
Revenue
$46,764
Expenses
$39,923
Net income
$6,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.3$0.22$22.0$36.8$56.9$20.0
2023Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$46.8$39.9$6.84
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$24.8$68.1$60.1$7.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$15.0$15.7$29.4$13.7