Civic Intelligence

PTA Florida Congress

EIN 38-3802923 • 501(c)3 • Lutz, FL

Profile

Education/Charitable

5575 Lutz Lake Fern RoadLutz, FL 33558

steinbrennertampafl.ptaptsa.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

93rd percentile

111%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$35,761

Up $18,844 (+111%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$35,761

Up $18,844 (+111%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin83rd percentile

Revenue

Up

$56,671

Up $7,596 (+15%) from 2024

Expenses

Down

$37,827

Down $19,752 (-34%) from 2024

Net Income

Up

$18,844

Up $27,348 (+322%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$40K$30K$20K$10K$0Assets 2018: $26,283Liabilities 2018: $02018Assets 2019: $14,754Liabilities 2019: $02019Assets 2020: $17,125Liabilities 2020: $02020Assets 2021: $26,496Liabilities 2021: $02021Assets 2022: $29,547Liabilities 2022: $0Net Assets 2022: $29,5472022Assets 2023: $25,421Liabilities 2023: $0Net Assets 2023: $25,4212023Assets 2024: $16,917Liabilities 2024: $0Net Assets 2024: $16,9172024Assets 2025: $35,761Liabilities 2025: $0Net Assets 2025: $35,7612025

Highlighted filing

2025

Assets$35,761
Liabilities$0
Net Assets$35,761
Open 2025 Filing

Operations Trend

Revenue Growth69th percentile

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

$60K$40K$20K$0-$20KRevenue 2018: $32,890Expenses 2018: $23,209Net Income 2018: $9,6812018Revenue 2019: $37,263Expenses 2019: $48,792Net Income 2019: -$11,5292019Revenue 2020: $30,588Expenses 2020: $28,317Net Income 2020: $2,2712020Revenue 2021: $55,899Expenses 2021: $46,528Net Income 2021: $9,3712021Revenue 2022: $45,290Expenses 2022: $42,239Net Income 2022: $3,0512022Revenue 2023: $52,252Expenses 2023: $56,378Net Income 2023: -$4,1262023Revenue 2024: $49,075Expenses 2024: $57,579Net Income 2024: -$8,5042024Revenue 2025: $56,671Expenses 2025: $37,827Net Income 2025: $18,8442025

Highlighted filing

2025

Revenue$56,671
Expenses$37,827
Net Income$18,844
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,761
Liabilities
$0
Net assets
$35,761
Revenue
$56,671
Expenses
$37,827
Net income
$18,844
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$35.8$0.00$35.8$56.7$37.8$18.8
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$0.00$16.9$49.1$57.6$8.50
2023Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$52.3$56.4$4.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.5$0.00$29.5$45.3$42.2$3.05
2021Summary only. Only limited summary data is available for this year.$26.5$0.00$55.9$46.5$9.37
2020Summary only. Only limited summary data is available for this year.$17.1$0.00$30.6$28.3$2.27
2019Summary only. Only limited summary data is available for this year.$14.8$0.00$37.3$48.8$11.5
2018Summary only. Only limited summary data is available for this year.$26.3$0.00$32.9$23.2$9.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 25, 2025
Return Version
2024v5.0
Gross Receipts
$72,852
Mission and Program Overview

Mission

Education/Charitable

Program Services

DescriptionGrantsExpenses
Teacher classroom support and year round staff appreciation activities for 2000 students and 150 staff.$0$14,339
Social and educational support and appreciation for more than 2000 students and 100 faculty and staff.$0$13,250
Senior events and support for students in need, approximately 700 students served$0$4,981
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maurine WheelerPresidentPT$0--
Debra CaseyTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
38-3802923
Phone
8138574994
Address
5575 Lutz Lake Fern Road, Lutz, FL 33558

Signing Officer

Name
Debra Casey
Title
Treasurer
Phone
8138574994
Signed
2025-08-25
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“teacher appreciation week, teen advisory group, conference night snacks, senior events, open house expenses, food and clothing for students in need”

Raw XML Appendix189 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Debra Casey
IRS990EZ/BooksInCareOfDetail/PhoneNum08138574994
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05575 Lutz Lake Fern Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lutz
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033558
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016917
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035761
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt024737
IRS990EZ/CostOfGoodsSoldAmt016181
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt018844
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016917
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035761
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015061
IRS990EZ/GrossProfitLossSlsOfInvntryAmt021554
IRS990EZ/GrossReceiptsAmt072852
IRS990EZ/GrossSalesOfInventoryAmt037735
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt010380
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016917
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035761
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016917
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035761
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Maurine Wheeler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Debra Casey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt022766
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Education/Charitable
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher classroom support and year round staff appreciation activities for 2000 students and 150 staff.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Social and educational support and appreciation for more than 2000 students and 100 faculty and staff.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Senior events and support for students in need, approximately 700 students served
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014339
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24981
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037827
IRS990EZ/TotalProgramServiceExpensesAmt032570
IRS990EZ/TotalRevenueAmt056671
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0steinbrennertampafl.ptaptsa.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035118
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034451
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050891
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt038005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0208985
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt037735
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt034933
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt034820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034115
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015395
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0156998
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0365983
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072853
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069384
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt085711
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072120
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065915
IRS990ScheduleA/Total509Grp/TotalAmt0365983
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072853
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt069384
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt085711
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt072120
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065915
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0365983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0teacher appreciation week, teen advisory group, conference night snacks, senior events, open house expenses, food and clothing for students in need
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Debra Casey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08138574994
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0383802923
ReturnHeader/Filer/PhoneNum08138574994
ReturnHeader/Filer/USAddress/AddressLine1Txt05575 Lutz Lake Fern Road
ReturnHeader/Filer/USAddress/CityNm0Lutz
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033558
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-09-25T20:31:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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