Civic Intelligence

New Berlin Elementary PTA

990EZ • Fiscal year 2020 • EIN 26-0582367

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 15, 2021

3613 New Berlin RoadJacksonville, FL 32226

(904) 714-4601

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

81st percentile

34%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

96th percentile

339%

Faster asset growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-30%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$20,270

Up $15,655 (+339%) from 2019

Net Assets

Up

$20,270

Up $15,655 (+339%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$45,391

Down $19,866 (-30%) from 2019

Expenses

Down

$29,736

Down $38,850 (-57%) from 2019

Net Income

Up

$15,655

Up $18,984 (+570%) from 2019

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2014: $4,111Liabilities 2014: $0Net Assets 2014: $4,1112014Assets 2015: $1,145Liabilities 2015: $0Net Assets 2015: $1,1452015Assets 2016: $14,348Liabilities 2016: $0Net Assets 2016: $14,3482016Assets 2017: $12,709Liabilities 2017: $0Net Assets 2017: $12,7092017Assets 2018: $7,944Liabilities 2018: $0Net Assets 2018: $7,9442018Assets 2019: $4,615Liabilities 2019: $0Net Assets 2019: $4,6152019Assets 2020: $20,270Liabilities 2020: $0Net Assets 2020: $20,2702020Assets 2022: $10,342Liabilities 2022: $0Net Assets 2022: $10,3422022Assets 2023: $2,731Liabilities 2023: $0Net Assets 2023: $2,7312023Assets 2025: $9,127Liabilities 2025: $0Net Assets 2025: $9,1272025

Highlighted filing

2020

Assets$20,270
Liabilities$0
Net Assets$20,270

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $61,331Expenses 2014: $81,180Net Income 2014: -$19,8492014Revenue 2015: $64,027Expenses 2015: $66,993Net Income 2015: -$2,9662015Revenue 2016: $69,789Expenses 2016: $56,586Net Income 2016: $13,2032016Revenue 2017: $67,017Expenses 2017: $68,656Net Income 2017: -$1,6392017Revenue 2018: $22,391Expenses 2018: $27,156Net Income 2018: -$4,7652018Revenue 2019: $65,257Expenses 2019: $68,586Net Income 2019: -$3,3292019Revenue 2020: $45,391Expenses 2020: $29,736Net Income 2020: $15,6552020Revenue 2022: $27,200Expenses 2022: $19,338Net Income 2022: $7,8622022Revenue 2023: $37,396Expenses 2023: $45,007Net Income 2023: -$7,6112023Revenue 2025: $29,435Expenses 2025: $29,010Net Income 2025: $4252025

Highlighted filing

2020

Revenue$45,391
Expenses$29,736
Net Income$15,655
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 15, 2021
Return Version
2019v5.0
Gross Receipts
$72,831
Mission and Program Overview

Mission

The organization's primary exempt purpose is to encourage parents, teachers, and students appreciation and participation in school functions. The Parent Teacher Association holds Spring and Fall carnivals and fund raisers to promote and encourage student interest in school.

Program Services

DescriptionGrantsExpenses
The organization's programs enabled them to purchase the school New Berlin Elementary computers, supplies and maintain play ground equipment.$0$28,971
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anna HoldenPresidentPT$0--
Darcie VansantTreasurerPT$0--
Kimberly GollidaySecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
26-0582367
Phone
9047144601
Address
3613 New Berlin Road, Jacksonville, FL 32226

Signing Officer

Name
Anna Holden
Title
President
Phone
9047144601
Signed
2021-02-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Fundraising enabled the PTA to hold a school wide projects promoting diversity. Buy new books for the library and many classrooms. Provided awards to incentivize behavior and academic growth. Bought many school supplies for classrooms.

Raw XML Appendix204 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.

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IRS990EZ/PrimaryExemptPurposeTxt0The organization's primary exempt purpose is to encourage parents, teachers, and students appreciation and participation in school functions. The Parent Teacher Association holds Spring and Fall carnivals and fund raisers to promote and encourage student interest in school.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Fundraising enabled the PTA to hold a school wide projects promoting diversity. Buy new books for the library and many classrooms. Provided awards to incentivize behavior and academic growth. Bought many school supplies for classrooms.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising enabled the PTA to hold a school wide projects promoting diversity. Buy new books for the library and many classrooms. Provided awards to incentivize behavior and academic growth. Bought many school supplies for classrooms.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Our PTA went under a change in leadership due to COVID. We had a new board coming in that decided they could not complete their agreed to duties. This lead us to finding new volunteers to pull things together later than would be expected.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Anna Holden
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09047144601
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0260582367
ReturnHeader/Filer/PhoneNum09047144601
ReturnHeader/Filer/USAddress/AddressLine1Txt03613 New Berlin Road
ReturnHeader/Filer/USAddress/CityNm0Jacksonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032226
ReturnHeader/ReturnTs02021-02-15T19:18:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings