Civic Intelligence

Bartram Springs Elementary PTA---PTA Florida Congress

990EZ • Fiscal year 2024 • EIN 27-0667087

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 21, 2025

14799 Bartram Springs PkwyJacksonville, FL 32258

(832) 271-9575

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

84th percentile

48%

Faster asset growth than 84% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

-8.1%

Faster revenue growth than 36% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$56,582

Up $18,325 (+48%) from 2023

Net Assets

Up

$56,582

Up $18,325 (+48%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$80,998

Down $7,184 (-8.1%) from 2023

Expenses

Down

$62,769

Down $3,775 (-5.7%) from 2023

Net Income

Down

$18,229

Down $3,409 (-16%) from 2023

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

2024

Assets$56,582
Liabilities$0
Net Assets$56,582

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

2024

Revenue$80,998
Expenses$62,769
Net Income$18,229
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 21, 2025
Return Version
2023v6.0
Gross Receipts
$120,138
Mission and Program Overview

Mission

Programs for student learning, teacher support & student enrichment

See schedule O Statement 3

Program Services

DescriptionGrantsExpenses
Teacher Appreciation Various events for faculty and staff including meals and Teacher Appreciation Week largest expense in this category Impacted over 120 faculty and staff members-$7,980
End of Year Bash Free event for all 1100 students families staff and the community Provided a fun outdoor experience with bounce houses rock climbing bungee jumping face painting dunk tank and games to close out a great year and welcome summer break-$5,161
Family Sweetheart Dance Free event offered to 1100 students Two dance timeslots were offered to maximize participation due to 350 capacity limitation Dance featured a DJ limo for pictures selfie booth crafts games movies for quiet space snacks and drinks-$3,985
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bettiann BrunnerPresidentPT$0--
Latrice BrownVice President Communications CoordinatorPT$0--
Indira GreerSecretary-$0--
Hailey GormanMembership Coordinator-$0--
Leandre RogersEvents Coordinator-$0--
Ania ZulloVolunteer Coordinator-$0--
Elizabeth ArflinBusiness Partner Liaison-$0--
Rebekah BrightonWays And Means-$0--
Shannon McBrideTreasurer-$0--
Melissa BagleySpirit Rock Spirit Wear Coordinator-$0--
Alex MagersuppeHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$88,000$87,999$29,179$58,820
Event 2$9,682$9,682$5,193$4,489
Total Events$103,456$103,454$34,596$68,858
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
27-0667087
Phone
8322719575
Address
14799 BARTRAM SPRINGS PKWY, JACKSONVILLE, FL 32258

Signing Officer

Name
Shannon McBride
Title
BSE PTA Treasurer
Phone
0000000000
Signed
2025-02-21
Supplemental Narrative

Additional Explanations

Schedule O:

Reading Celebration: Free celebration throughout the year to recognize students reading accomplishments. Program was open to all 1100 students. Total expense was $519.32. Teacher Appreciation: Various events for over 120 faculty and staff, including meals. and Teacher Appreciation Week (largest expense in this category $4430.94). The remaining funds spent on Teacher Appreciation events was $3549.46. 5th Grade Celebration: Celebration for graduating 5th graders, approximately 300 students. Total expense was $1161.89. Campus Beautification: Improvements made to the school campus throughout the year benefitting 1100 students and their families, 121 staff, and the surrounding community. Total expense was $221.41. Science Night: Free event to stimulate students interest in STEM learning and activities. School sponsored Science Projects were offered to all 1100 students, but Science night was capped to 350 students due to capacity limitations. Total expense was $1299.20. Family Gala Dance: Free event offered to 1100 students. Two dance timeslots were offered to maximize participation due to 350 capacity limitation. Dance featured a DJ, limo for pictures, selfie booth, crafts, games, movies (for quiet space), snacks, and drinks. Total expense was $3984.80. Boosterthon Fun Run: Largest fundraiser of the school year. Open to all students to participate and for their families to donate and watch the fun run. A portion of the funds raised ($30,000) was earmarked for outdoor improvements in the 24-25 school year. Other Expenses - Insurance $194.00, Office Supplies: $3417.97, and FL PTA Convention tickets: $522.00,

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teacher Appreciation Various events for faculty and staff including meals and Teacher Appreciation Week largest expense in this category Impacted over 120 faculty and staff members
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reading Celebration: Free celebration throughout the year to recognize students reading accomplishments. Program was open to all 1100 students. Total expense was $519.32. Teacher Appreciation: Various events for over 120 faculty and staff, including meals. and Teacher Appreciation Week (largest expense in this category $4430.94). The remaining funds spent on Teacher Appreciation events was $3549.46. 5th Grade Celebration: Celebration for graduating 5th graders, approximately 300 students. Total expense was $1161.89. Campus Beautification: Improvements made to the school campus throughout the year benefitting 1100 students and their families, 121 staff, and the surrounding community. Total expense was $221.41. Science Night: Free event to stimulate students interest in STEM learning and activities. School sponsored Science Projects were offered to all 1100 students, but Science night was capped to 350 students due to capacity limitations. Total expense was $1299.20. Family Gala Dance: Free event offered to 1100 students. Two dance timeslots were offered to maximize participation due to 350 capacity limitation. Dance featured a DJ, limo for pictures, selfie booth, crafts, games, movies (for quiet space), snacks, and drinks. Total expense was $3984.80. Boosterthon Fun Run: Largest fundraiser of the school year. Open to all students to participate and for their families to donate and watch the fun run. A portion of the funds raised ($30,000) was earmarked for outdoor improvements in the 24-25 school year. Other Expenses - Insurance $194.00, Office Supplies: $3417.97, and FL PTA Convention tickets: $522.00,
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Shannon McBride
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BSE PTA Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0270667087
ReturnHeader/Filer/PhoneNum08322719575
ReturnHeader/Filer/USAddress/AddressLine1Txt014799 BARTRAM SPRINGS PKWY
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032258
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-02-21T21:30:03Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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