Civic Intelligence

PTA Fl Congress Clearwater Fundamental Middle School PTA

EIN 27-0733246 • 501(c)3 • Clearwater, FL

Profile

Clearwater Fundamental PTA

1660 Palmetto StreetClearwater, FL 33755

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2015

Net Margin

26th percentile

-15%

Higher net margin than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

35th percentile

-16%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

91st percentile

103%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$12,761

Down $2,343 (-16%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$12,761

Down $2,343 (-16%) from 2014

Operations
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Up

$15,161

Up $7,702 (+103%) from 2014

Expenses

Up

$17,504

Up $3,087 (+21%) from 2014

Net Income

Up

-$2,343

Up $4,615 (+66%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2012: $15,366Net Assets 2012: $15,3662012Assets 2014: $15,104Net Assets 2014: $15,1042014Assets 2015: $12,761Net Assets 2015: $12,7612015

Highlighted filing

2015

Assets$12,761
Liabilities-
Net Assets$12,761
Open 2015 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2012: $27,684Expenses 2012: $21,027Net Income 2012: $6,6572012Revenue 2014: $7,459Expenses 2014: $14,417Net Income 2014: -$6,9582014Revenue 2015: $15,161Expenses 2015: $17,504Net Income 2015: -$2,3432015

Highlighted filing

2015

Revenue$15,161
Expenses$17,504
Net Income-$2,343
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,761
Liabilities
-
Net assets
$12,761
Revenue
$15,161
Expenses
$17,504
Net income
-$2,343
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$12.8$12.8$15.2$17.5$2.34
2014Detailed filing. Detailed filing data is available for this year.$15.1$15.1$7.46$14.4$6.96
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$15.4$27.7$21.0$6.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 15, 2015
Return Version
2014v5.0
Gross Receipts
$59,365
Mission and Program Overview

Mission

Clearwater Fundamental PTA

Program Services

DescriptionGrantsExpenses
Student Programs and activities to encourage and award student learning. Athletic and extracurricular activities and social activities for physical, social and mental growth of the students.$44,204-
Educational and informative programs presented for benefitof parents, guardians and PTA members. Encouragement of parent and guardian involvement.--
Staff support and technical maintenance: Teacher training, classromm materials and support for all student and teacher benefit. Media center materials and support of literacy programs.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diane SkiadesSecretary-$0--
Amy O'RourkePresident-$0--
Shelly Ladd GilbertVice President-$0--
Janice TurnbullVice President-$0--
Melinda AbbitVice President-$0--
Michelle Messer-DortTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$47,185$47,185$44,204$2,981
Total Events$47,185$47,185$44,204$2,981
Filing and Contact Details

Filer

Filer Name
PTA Fl Congress Clearwater Fundamental
EIN
27-0733246
Phone
7275428815
Address
1660 Palmetto Street, Clearwater, FL 33755

Signing Officer

Name
Amy O'Rourke
Title
President
Signed
2015-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Sally Lindberg & Associates Inc
Address
29605 US Highway 19 N Ste 260, Clearwater, FL 33761
Preparer
Sally Lindberg EA
Phone
7277855228
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Income from Directory Adv $2939”

Other Expenses.1012

“Insurance $320”

Other Expenses.1

“Student Planners $5000”

Other Expenses.2

“Media Center $3000”

Other Expenses.3

“Staff Training Fees $2500”

Other Expenses.4

“Communications/Copy Costs $2500”

Other Expenses.5

“Instructional Materials $2011”

Other Expenses.6

“Administration $870”

Other Expenses.7

“Leadership Expenses $640”

Other Expenses.8

“Volunteer Appreciation $485”

Other Expenses.9

“Website $95”

Other Expenses.10

“County Council Dues $50”

Other Expenses.11

“Bank Fees $20”

Other Expenses.12

“Miscellaneous $13”

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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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