Civic Intelligence

PTA Florida Congress Lutz Prep PTA

EIN 45-3505590 • 501(c)3 • Lutz, FL

Profile

Parent Teacher Association

17951 US Hwy 41 NLutz, FL 33548
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 2024

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

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

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 2024

Asset Growth

83rd percentile

39%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

57th percentile

3.7%

Faster revenue growth than 57% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$48,933

Up $13,759 (+39%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$48,933

Up $13,759 (+39%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin73rd percentile

Revenue

Up

$75,350

Up $2,661 (+3.7%) from 2023

Expenses

Down

$61,591

Down $4,655 (-7.0%) from 2023

Net Income

Up

$13,759

Up $7,316 (+114%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$60K$40K$20K$0Assets 2013: $12,809Liabilities 2013: $02013Assets 2014: $36,757Liabilities 2014: $02014Assets 2015: $0Liabilities 2015: $02015Assets 2016: $44,758Liabilities 2016: $02016Assets 2017: $47,410Liabilities 2017: $02017Assets 2018: $50,646Liabilities 2018: $02018Assets 2019: $50,887Liabilities 2019: $02019Assets 2020: $34,971Liabilities 2020: $02020Assets 2023: $35,174Liabilities 2023: $0Net Assets 2023: $35,1742023Assets 2024: $48,933Liabilities 2024: $0Net Assets 2024: $48,9332024

Highlighted filing

2024

Assets$48,933
Liabilities$0
Net Assets$48,933
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

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

$100K$50K$0-$50KRevenue 2013: $69,388Expenses 2013: $64,062Net Income 2013: $5,3262013Revenue 2014: $65,343Expenses 2014: $41,395Net Income 2014: $23,9482014Revenue 2015: $38,928Expenses 2015: $43,430Net Income 2015: -$4,5022015Revenue 2016: $55,444Expenses 2016: $43,964Net Income 2016: $11,4802016Revenue 2017: $46,686Expenses 2017: $44,009Net Income 2017: $2,6772017Revenue 2018: $38,285Expenses 2018: $35,049Net Income 2018: $3,2362018Revenue 2019: $44,472Expenses 2019: $44,231Net Income 2019: $2412019Revenue 2020: $40,758Expenses 2020: $56,674Net Income 2020: -$15,9162020Revenue 2023: $72,689Expenses 2023: $66,246Net Income 2023: $6,4432023Revenue 2024: $75,350Expenses 2024: $61,591Net Income 2024: $13,7592024

Highlighted filing

2024

Revenue$75,350
Expenses$61,591
Net Income$13,759
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,933
Liabilities
$0
Net assets
$48,933
Revenue
$75,350
Expenses
$61,591
Net income
$13,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$48.9$0.00$48.9$75.4$61.6$13.8
2023Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$72.7$66.2$6.44
2020Summary only. Only limited summary data is available for this year.$35.0$0.00$40.8$56.7$15.9
2019Summary only. Only limited summary data is available for this year.$50.9$0.00$44.5$44.2$0.24
2018Summary only. Only limited summary data is available for this year.$50.6$0.00$38.3$35.0$3.24
2017Summary only. Only limited summary data is available for this year.$47.4$0.00$46.7$44.0$2.68
2016Summary only. Only limited summary data is available for this year.$44.8$0.00$55.4$44.0$11.5
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$38.9$43.4$4.50
2014Summary only. Only limited summary data is available for this year.$36.8$0.00$65.3$41.4$23.9
2013Summary only. Only limited summary data is available for this year.$12.8$0.00$69.4$64.1$5.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 28, 2024
Return Version
2023v5.1
Gross Receipts
$75,350
Mission and Program Overview

Mission

Parent Teacher Association

Program Services

DescriptionGrantsExpenses
Teacher and staff appreciation breakfasts and/or lunches for recognition of teachers and staff throughout the year.-$16,570
Teacher Mini grants - each teacher is allowed up to $300 to support specific classroom supplies that were needed throughout the school year.-$12,173
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pilar ToppingPresidentPT$0--
Jennifer KotwickiSchool SupportPT$0--
Cara MyersTreasurerPT$0--
Krystal SeslerSecretaryPT$0--
Jennifer KouffmanVP EventsPT$0--
Jackie DrekslerVP EventsPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress Lutz Prep Pta
EIN
45-3505590
Address
17951 US HWY 41 N, Lutz, FL 33548

Signing Officer

Name
Cara Myers
Title
Treasurer
Phone
9192912989
Signed
2024-10-28
Discuss with paid preparer
No

Preparer

Firm
Serenity Accounting & Tax LLC
Address
21760 State Road 54 Suite 101, Lutz, FL 33549
Preparer
Connie Schwab EA
Phone
8139497776
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountMembership Dues 1,369Bolts of Blue 3,609Field Day 1,785All Pro Dads 758Back to School Events 434Grandparent Event 3,679Spring Event 897School Enhancements 3,041Fall Event Trunk or Treat 3,768Leader in Me 504Teacher/Staff Hospitality 16,570Winter Events 5,379Community Outreach 1,000Mini Grants 12,173Event Activities 3,671Book Fair 1,426Previous Adjustments (1,640)”

Raw XML Appendix157 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Cara Myers
IRS990EZ/BooksInCareOfDetail/PhoneNum09192912989
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017951 US HWY 41 N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lutz
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033548
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035174
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048933
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013759
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035174
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048933
IRS990EZ/GrossReceiptsAmt075350
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0381
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035174
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048933
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035174
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048933
IRS990EZ/OccupancyRentUtltsAndMaintAmt02464
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Pilar Topping
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Kotwicki
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cara Myers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Krystal Sesler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Kouffman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jackie Dreksler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1School Support
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Events
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Events
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt058423
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher Association
IRS990EZ/PrintingPublicationsPostageAmt0254
IRS990EZ/ProgramServiceRevenueAmt074969
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher Mini grants - each teacher is allowed up to $300 to support specific classroom supplies that were needed throughout the school year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teacher and staff appreciation breakfasts and/or lunches for recognition of teachers and staff throughout the year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012173
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116570
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061591
IRS990EZ/TotalProgramServiceExpensesAmt028743
IRS990EZ/TotalRevenueAmt075350
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07005
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt074969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt072689
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt066894
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043984
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt036979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0295515
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0302520
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt074969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072689
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt066894
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043984
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043984
IRS990ScheduleA/Total509Grp/TotalAmt0302520
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt074969
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072689
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt066894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt043984
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043984
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0302520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMembership Dues 1,369Bolts of Blue 3,609Field Day 1,785All Pro Dads 758Back to School Events 434Grandparent Event 3,679Spring Event 897School Enhancements 3,041Fall Event Trunk or Treat 3,768Leader in Me 504Teacher/Staff Hospitality 16,570Winter Events 5,379Community Outreach 1,000Mini Grants 12,173Event Activities 3,671Book Fair 1,426Previous Adjustments (1,640)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Cara Myers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09192912989
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS LUTZ PREP PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0453505590
ReturnHeader/Filer/USAddress/AddressLine1Txt017951 US HWY 41 N
ReturnHeader/Filer/USAddress/CityNm0Lutz
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033548
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843367871
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SERENITY ACCOUNTING & TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021760 State Road 54 Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lutz
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033549
ReturnHeader/PreparerPersonGrp/PhoneNum08139497776
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Connie Schwab EA
ReturnHeader/ReturnTs02024-11-13T15:16:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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