Civic Intelligence

Bartram Springs Elementary PTA---PTA Florida Congress

990EZ • Fiscal year 2022 • EIN 27-0667087

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 27, 2023

14799 Bartram Springs PkwyJacksonville, FL 32258

(904) 260-5860

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

57th percentile

8.9%

Higher net margin than 57% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

44th percentile

-1.3%

Faster asset growth than 44% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2022

Revenue Growth

31st percentile

-10%

Faster revenue growth than 31% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2022

Assets

Down

$16,619

Down $678 (-3.9%) from 2019

Net Assets

Down

$16,619

Down $678 (-3.9%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$39,873

Down $15,035 (-27%) from 2019

Expenses

Down

$36,325

Down $13,076 (-26%) from 2019

Net Income

Down

$3,548

Down $1,959 (-36%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2017: $43,500Net Assets 2017: $9,0702017Assets 2018: $14,727Net Assets 2018: $14,7272018Assets 2019: $17,297Net Assets 2019: $17,2972019Assets 2022: $16,619Liabilities 2022: $0Net Assets 2022: $16,6192022Assets 2023: $38,257Liabilities 2023: $0Net Assets 2023: $38,2572023Assets 2024: $56,582Liabilities 2024: $0Net Assets 2024: $56,5822024Assets 2025: $18,020Liabilities 2025: $0Net Assets 2025: $18,0202025

Highlighted filing

2022

Assets$16,619
Liabilities$0
Net Assets$16,619

Operations Trend

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

$100K$50K$0-$50KRevenue 2017: $29,838Expenses 2017: $26,569Net Income 2017: $3,2692017Revenue 2018: $40,760Expenses 2018: $43,203Net Income 2018: -$2,4432018Revenue 2019: $54,908Expenses 2019: $49,401Net Income 2019: $5,5072019Revenue 2022: $39,873Expenses 2022: $36,325Net Income 2022: $3,5482022Revenue 2023: $88,182Expenses 2023: $66,544Net Income 2023: $21,6382023Revenue 2024: $80,998Expenses 2024: $62,769Net Income 2024: $18,2292024Revenue 2025: $3,051Expenses 2025: $41,769Net Income 2025: -$38,7182025

Highlighted filing

2022

Revenue$39,873
Expenses$36,325
Net Income$3,548
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 27, 2023
Return Version
2021v4.0
Gross Receipts
$85,699
Mission and Program Overview

Mission

Programs for student learning, teacher support & student enrichment

To make every Childs potential a reality by Engaging and Empowering Families and Communities to ADVOCATE for ALL Children.

Program Services

DescriptionGrantsExpenses
Teacher Appreciation, Various events for faculty and staff, including meals, impacted 125 faculty and staff members.$0$6,698
Spirit Nights, Various activities throughout the year to promote school and community spirit. Available to 1200 students and their families.$0$4,797
Family Movie Nights, event for families to come together and build community support, available to 1200 students and their families.$0$2,952
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jillian WhittemorePresidentPT$0--
Maria DimmickTreasurer-$0--
Kimberly HarkiSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$72,900$72,900$37,428$35,472
Spirit Sales$7,007$7,007$8,398$-1,391
Total Events$79,907$79,907$45,826$34,081
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
27-0667087
Phone
9042605860
Address
14799 Bartram Springs Pkwy, Jacksonville, FL 32258

Signing Officer

Name
Kimberly Adamski
Title
Compliance Officer
Phone
4078557604
Signed
2023-02-27
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Thursdays with PTA;1023|Reading Celebration;798|5th Grade Graduation;500|Campus Beautification;1195|Math and Science STEM;1999|Family Movie Nights;2952|Spirit Night;4797|Teacher Appreciation;6698|Accounting Software;159|Insurance;194|Office Supplies;1636|Technology;130^Total;22081^

Raw XML Appendix192 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Spirit Nights, Various activities throughout the year to promote school and community spirit. Available to 1200 students and their families.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher Appreciation, Various events for faculty and staff, including meals, impacted 125 faculty and staff members.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Thursdays with PTA;1023|Reading Celebration;798|5th Grade Graduation;500|Campus Beautification;1195|Math and Science STEM;1999|Family Movie Nights;2952|Spirit Night;4797|Teacher Appreciation;6698|Accounting Software;159|Insurance;194|Office Supplies;1636|Technology;130^Total;22081^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Like other parent-teacher associations, the Bartram Springs Elementary PTA officers and board of directors is comprised entirely of volunteers, including parents, teachers, school administrators and other community members, united for the common purposes of advocating for our children and enhancing their educational experience. We devote much of our personal time and resources to the PTA without compensation. Additionally, many of our volunteers work full or part-time jobs. Due to term limits specified in our bylaws regulating board leadership and the personal demands required for PTA service, our board members can change annually. Given such frequent turnover and limited time and resources for training, communication regarding PTA policies, procedures and requirements from board-to-board and year-to-year, is challenging. As new leaders without tax experience, we attempted to complete the documents but they were returned to us with missing information and a request to file electronically. We reached out to our parent organization to assist us in submitting a complete and accurate return. In the transition of the PTA board for the upcoming 2022-2023 school year, we have put procedures in place to prevent late fling from occurring in the future. Specifically, we updated our standing rules and require new board members to attend the Florida PTA Leadership Conference, held each year in July, where they will learn the legal requirements and proper procedures for running a PTA, including the IRS tax filing regulations. Moreover, our new board will be familiarized with the resources available through the Florida PTA and National PTA, including the applicable IRS requirements for 501(c)(3) organizations. Considering these circumstances, we respectfully request that we not be penalized for the late filing so that these funds can be used for the programs and resources identified for the educational needs of the students in our school as intended. Thank you in advance for your consideration.
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-27
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ReturnHeader/Filer/EIN0270667087
ReturnHeader/Filer/PhoneNum09042605860
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ReturnHeader/Filer/USAddress/ZIPCd032258
ReturnHeader/ReturnTs02023-02-27T08:39:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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