Civic Intelligence

PTA Florida Congress Lutz Prep PTA

990EZ • Fiscal year 2023 • EIN 45-3505590

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 07, 2023

Organization Profile
17951 US Hwy 41 NLutz, FL 33548

(919) 291-2989

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

60th percentile

8.9%

Higher net margin than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

49th percentile

0.2%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Revenue Growth

66th percentile

21%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$35,174

Up $203 (+0.6%) from 2020

Net Assets

$35,174

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin60th percentile

Revenue

Up

$72,689

Up $31,931 (+78%) from 2020

Expenses

Up

$66,246

Up $9,572 (+17%) from 2020

Net Income

Up

$6,443

Up $22,359 (+140%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$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

2023

Assets$35,174
Liabilities$0
Net Assets$35,174
Open 2023 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$72,689
Expenses$66,246
Net Income$6,443
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$72,689
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.-$10,497
Teacher Mini grants - each teacher is allowed up to $300 to support specific classroom supplies that were needed throughout the school year.-$9,513
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pilar ToppingPresidentPT$0--
Jennifer KotwickiVPPT$0--
Cara MyersTreasurerPT$0--
Krystal SeslerSecretaryPT$0--
Ashley LortonVPPT$0--
Emily MooreVPPT$0--
Elicia DickVPPT$0--
Jackie DrekslerVPPT$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
2023-11-07
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

List of grants and similar amounts paid Part I line 10

“Activity Grants”

Description of other expenses Part I line 16

“Description AmountMembership Dues 1,417Bolts of Blue 1,722Box Tops 5,343Yearbook expenses 129Back to School Events 1,182Event Activities 4,185Spring Event 3,576School Enhancements 426Fall Event Trunk or Treat 5,747Leader in Me 842Teacher/Student Hospitality 8,120Teacher & Staff Appreciation Week 9,315Mini Grants 9,513Health and Safety 18All Pro Dads 775Junior Achievement 600Bank Charges 163Winter Events 10,184President Discretionary 338”

Raw XML Appendix177 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/BooksInCareOfDetail/PersonNm0Cara Myers
IRS990EZ/BooksInCareOfDetail/PhoneNum09192912989
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lutz
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033548
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028731
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035174
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06443
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028731
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IRS990EZ/GrossReceiptsAmt072689
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0235
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028731
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035174
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028731
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035174
IRS990EZ/OccupancyRentUtltsAndMaintAmt02130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Pilar Topping
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Kotwicki
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cara Myers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Krystal Sesler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ashley Lorton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Emily Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Elicia Dick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jackie Dreksler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt063595
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher Association
IRS990EZ/PrintingPublicationsPostageAmt0371
IRS990EZ/ProgramServiceRevenueAmt072454
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/ProgramServiceExpensesAmt09513
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110497
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066246
IRS990EZ/TotalProgramServiceExpensesAmt020010
IRS990EZ/TotalRevenueAmt072689
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt072689
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt066894
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt043984
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt041334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0261880
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0281150
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072689
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066894
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043984
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043984
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt053599
IRS990ScheduleA/Total509Grp/TotalAmt0281150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072689
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043984
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt043984
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053599
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0281150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Grants
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountMembership Dues 1,417Bolts of Blue 1,722Box Tops 5,343Yearbook expenses 129Back to School Events 1,182Event Activities 4,185Spring Event 3,576School Enhancements 426Fall Event Trunk or Treat 5,747Leader in Me 842Teacher/Student Hospitality 8,120Teacher & Staff Appreciation Week 9,315Mini Grants 9,513Health and Safety 18All Pro Dads 775Junior Achievement 600Bank Charges 163Winter Events 10,184President Discretionary 338
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Cara Myers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09192912989
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
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/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/PreparationDt02023-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Connie Schwab EA
ReturnHeader/ReturnTs02023-11-07T13:44:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Cara
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Myers
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,174
Liabilities
$0
Net assets
$35,174
Revenue
$72,689
Expenses
$66,246
Net income
$6,443
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits