Civic Intelligence

PTA Florida Congress - Hagerty High Ptsa

990EZ • Fiscal year 2017 • EIN 38-3720809

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 21, 2017

Organization Profile
3225 Lockwood BlvdOviedo, FL 32765

(407) 492-7024

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

59th percentile

7.6%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

$18,266

No earlier filing loaded for comparison.

Net Assets

$18,266

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin59th percentile

Revenue

$38,404

No earlier filing loaded for comparison.

Expenses

$35,474

No earlier filing loaded for comparison.

Net Income

$2,930

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20K$15K$10K$5.0K$0Assets 2017: $18,266Liabilities 2017: $0Net Assets 2017: $18,2662017Assets 2018: $9,228Liabilities 2018: $0Net Assets 2018: $9,2282018Assets 2019: $9,094Liabilities 2019: $0Net Assets 2019: $9,0942019

Highlighted filing

2017

Assets$18,266
Liabilities$0
Net Assets$18,266
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2017: $38,404Expenses 2017: $35,474Net Income 2017: $2,9302017Revenue 2018: $33,931Expenses 2018: $42,969Net Income 2018: -$9,0382018Revenue 2019: $40,332Expenses 2019: $40,466Net Income 2019: -$1342019

Highlighted filing

2017

Revenue$38,404
Expenses$35,474
Net Income$2,930
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 21, 2017
Return Version
2016v3.0
Gross Receipts
$64,677
Mission and Program Overview

Mission

High School PTSA

Program Services

DescriptionGrantsExpenses
High School PTSA--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paula ReidyPresident-$0--
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
38-3720809
Address
3225 LOCKWOOD BLVD, Oviedo, FL 32765

Signing Officer

Name
Valerie Oberson
Title
Treasurer
Phone
4074927024
Signed
2017-09-21
Discuss with paid preparer
Yes

Preparer

Firm
Central Florida Tax Solutions
Address
282 Osprey Lakes Circle, Chuluota, FL 32766
Preparer
Jay Licari EA
Phone
4079774833
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountSenior Activity 14,532”

Description of other expenses Part I line 16

“Description AmountFaculty Appreciation 4,448Membership Incentives 562Needs Assessment 1,000PTA Founders Day 50Senior Activities 14,928Admin Expenses 733Student Outreach 949Community Involvement 50Insurance 255Coutny State and National Dues 2,441Wishing Well 5,008”

Raw XML Appendix126 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/BenefitsPaidToOrForMembersAmt05050
IRS990EZ/BooksInCareOfDetail/PersonNm0Valerie Oberson
IRS990EZ/BooksInCareOfDetail/PhoneNum04074927024
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03880 Flowering Stream Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oviedo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032765
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015336
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018266
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0441
IRS990EZ/CostOfGoodsSoldAmt026273
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02930
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015336
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018266
IRS990EZ/GrossProfitLossSlsOfInvntryAmt018074
IRS990EZ/GrossReceiptsAmt064677
IRS990EZ/GrossSalesOfInventoryAmt044347
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05032
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015336
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018266
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015336
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018266
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Paula Reidy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt030424
IRS990EZ/OtherRevenueTotalAmt014532
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0High School PTSA
IRS990EZ/ProgramServiceRevenueAmt0325
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0High School PTSA
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035474
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt038404
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05798
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt058879
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt058879
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt064677
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064677
IRS990ScheduleA/Total509Grp/TotalAmt064677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt064677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt064677
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSenior Activity 14,532
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountFaculty Appreciation 4,448Membership Incentives 562Needs Assessment 1,000PTA Founders Day 50Senior Activities 14,928Admin Expenses 733Student Outreach 949Community Involvement 50Insurance 255Coutny State and National Dues 2,441Wishing Well 5,008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Valerie Oberson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04074927024
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0383720809
ReturnHeader/Filer/USAddress/AddressLine1Txt03225 LOCKWOOD BLVD
ReturnHeader/Filer/USAddress/CityNm0Oviedo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032765
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0433D67319C77C49C67E9C81AA894484CBA326A01
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0433D67319C77C49C67E9C81AA894484CBA326A01
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05020522017269pedhniu
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-09-26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt046.189.45.142
ReturnHeader/FilingSecurityInformation/IPDt02017-09-27
ReturnHeader/FilingSecurityInformation/IPTm009:13:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472846579
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Central Florida Tax Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0282 Osprey Lakes Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chuluota
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032766
ReturnHeader/PreparerPersonGrp/PhoneNum04079774833
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jay Licari EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-27T09:12:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,266
Liabilities
$0
Net assets
$18,266
Revenue
$38,404
Expenses
$35,474
Net income
$2,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$40.3$40.5$0.13
2018Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$33.9$43.0$9.04
2017Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$38.4$35.5$2.93