Civic Intelligence

PTA Fl Congress DBA Westchase Elementary School

990 • Fiscal year 2017 • EIN 52-2102777

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 24, 2018

Organization ProfileWWW.WESTCHASEPTA.ORG
9517 W Linebaugh AvenueTampa, FL 33626

(813) 631-4600

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

77th percentile

21%

Higher net margin than 77% 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

92nd percentile

120%

Faster asset growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$68,790

Up $37,577 (+120%) from 2016

Net Assets

Up

$68,790

Up $37,577 (+120%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin77th percentile

Revenue

Up

$177,562

Up $39,436 (+29%) from 2016

Expenses

Up

$139,988

Up $22,647 (+19%) from 2016

Net Income

Up

$37,574

Up $16,789 (+81%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$80K$60K$40K$20K$0Assets 2011: $0Liabilities 2011: $02011Assets 2012: $23,184Liabilities 2012: $0Net Assets 2012: $23,1842012Assets 2014: $8,613Liabilities 2014: $0Net Assets 2014: $8,6132014Assets 2015: $7,987Liabilities 2015: $0Net Assets 2015: $7,9872015Assets 2016: $31,213Liabilities 2016: $0Net Assets 2016: $31,2132016Assets 2017: $68,790Liabilities 2017: $0Net Assets 2017: $68,7902017Assets 2018: $12,414Liabilities 2018: $0Net Assets 2018: $12,4142018Assets 2019: $25,503Liabilities 2019: $0Net Assets 2019: $25,5032019Assets 2020: $29,973Liabilities 2020: $0Net Assets 2020: $29,9732020Assets 2021: $34,089Liabilities 2021: $0Net Assets 2021: $34,0892021Assets 2022: $35,777Liabilities 2022: $0Net Assets 2022: $35,7772022Assets 2023: $31,456Liabilities 2023: $0Net Assets 2023: $31,4562023Assets 2024: $28,227Liabilities 2024: $0Net Assets 2024: $28,2272024Assets 2025: $27,166Liabilities 2025: $0Net Assets 2025: $27,1662025

Highlighted filing

2017

Assets$68,790
Liabilities$0
Net Assets$68,790
Open 2017 Filing

Operations Trend

Revenue Growth78th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $123,148Expenses 2011: $183,969Net Income 2011: -$60,8212011Revenue 2012: $143,446Expenses 2012: $128,782Net Income 2012: $14,6642012Revenue 2014: $143,297Expenses 2014: $161,038Net Income 2014: -$17,7412014Revenue 2015: $124,942Expenses 2015: $125,568Net Income 2015: -$6262015Revenue 2016: $138,126Expenses 2016: $117,341Net Income 2016: $20,7852016Revenue 2017: $177,562Expenses 2017: $139,988Net Income 2017: $37,5742017Revenue 2018: $199,193Expenses 2018: $256,420Net Income 2018: -$57,2272018Revenue 2019: $127,346Expenses 2019: $114,257Net Income 2019: $13,0892019Revenue 2020: $41,291Expenses 2020: $36,821Net Income 2020: $4,4702020Revenue 2021: $26,027Expenses 2021: $21,911Net Income 2021: $4,1162021Revenue 2022: $52,320Expenses 2022: $50,632Net Income 2022: $1,6882022Revenue 2023: $86,167Expenses 2023: $90,488Net Income 2023: -$4,3212023Revenue 2024: $83,661Expenses 2024: $86,890Net Income 2024: -$3,2292024Revenue 2025: $83,431Expenses 2025: $84,707Net Income 2025: -$1,2762025

Highlighted filing

2017

Revenue$177,562
Expenses$139,988
Net Income$37,574
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 24, 2018
Return Version
2016v3.0
Gross Receipts
$218,712
Mission and Program Overview

Mission

To advocate for and support child education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$31,213$68,790▲ $37,577
Total Assets$31,213$68,790▲ $37,577
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$31,213$68,790▲ $37,577
Total Net Assets Fund Balance$31,213$68,790▲ $37,577
Total Liabilities and Net Assets / Fund Balance$31,213$68,790▲ $37,577
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Laura KohlerPresident
Tamara HoltCorresponding Secretary
Tara CarballoRecording Secretary
Carrie GarmendiaTreasurer
Carolyn ReynoldsVP of Communication
Ann-marie FlanneryVP of Events
Nichol PivnichnyVP of Fundraising
Jennifer NewmanVP of Programs
Leslie SpenceVP of Volunteers
Revenue and Support

Revenue Composition

Contributions and Grants
$7,320
Program Service Revenue
$85,498
Investment Income
$88
Other Revenue
$84,656
All Other Contributions
$2,037
Change in Net Assets
$37,574
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$139,988
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$14,663--$14,663
Office Expenses-$4,111-$4,111
Other Expenses$3,705--$3,705
Conferences and Meetings-$1,092-$1,092
Fees for Services Accounting-$450-$450
Insurance-$443-$443
Total Functional Expenses$133,892$6,096$0$139,988
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$125,806
Fundraising Direct Expenses$41,150
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wizard Walk$64,676$64,676$10,148$54,528
Spiritline$11,943$11,943$11,274$669
Total Events$125,806$125,806$41,150$84,656
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“A copy of the form 990 is provided to the board of directors and reviewed with their cpa prior to approving and filing the tax return with the irs.”

Conflict of interest policy compliance Part VI line 12C

“The organization has a conflict of interest policy provided by the florida pta organization which satisfies all requirements of disclosure and compliance.”

Governing documents etc available to public Part VI line 19

“Governing documents and tax returns are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
52-2102777
Address
9517 W LINEBAUGH AVENUE, TAMPA, FL 33626
Doing Business As
Westchase Elementary School Pt

Signing Officer

Name
Laura Kohler
Title
President
Phone
8136314600
Signed
2018-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Kohler
Formed
2000
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
350

Preparer

Firm
1Source Partners Inc
Address
19409 Shumard Oak Dr Suite 103, Land O Lakes, FL 34638
Preparer
Deborah Budaj CPA
Phone
8137490732
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“ROUNDING $3”

List of other expenses Part IX line 24E

“Newsletters/program flyers $4,196.00authors program 250.00 fall festival 3,227.02 sweetheart dance 1,142.37 mentors 55.97 movie night 462.83 red ribbon week 444.30 veterans day prg 1,231.61 summer signups 750.93 field day 597.09 kindness counts 499.00 reflections 150.00 helping hands 1,156.56 pta member mtgs 498.97”

Raw XML AppendixShowing 400 of 409 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.

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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0232
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt01011659
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0226032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0188304
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0170071
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0191291
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0235961
IRS990ScheduleA/Total509Grp/TotalAmt01011659
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0226120
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0188358
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0170123
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0191329
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0235961
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPIRITLINE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt064676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011943
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt049187
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0125806
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt064676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011943
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt049187
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0125806
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt084656
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt019728
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt041150
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010148
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011274
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS AND REVIEWED WITH THEIR CPA PRIOR TO APPROVING AND FILING THE TAX RETURN WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY PROVIDED BY THE FLORIDA PTA ORGANIZATION WHICH SATISFIES ALL REQUIREMENTS OF DISCLOSURE AND COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND TAX RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUNDING $3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NEWSLETTERS/PROGRAM FLYERS $4,196.00AUTHORS PROGRAM 250.00 FALL FESTIVAL 3,227.02 SWEETHEART DANCE 1,142.37 MENTORS 55.97 MOVIE NIGHT 462.83 RED RIBBON WEEK 444.30 VETERANS DAY PRG 1,231.61 SUMMER SIGNUPS 750.93 FIELD DAY 597.09 KINDNESS COUNTS 499.00 REFLECTIONS 150.00 HELPING HANDS 1,156.56 PTA MEMBER MTGS 498.97
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other expenses Part IX line 24e
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt068790
IRS990/TotalAssetsGrp/BOYAmt031213
IRS990/TotalAssetsGrp/EOYAmt068790
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07320
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06096
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0133892
IRS990/TotalFunctionalExpensesGrp/TotalAmt0139988
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt031213
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt068790
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0133892
IRS990/TotalProgramServiceRevenueAmt085498
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt084656
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt085586
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0177562
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0350
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt031213
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt068790
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt031213
IRS990/UnrestrictedNetAssetsGrp/EOYAmt068790
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.WESTCHASEPTA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA KOHLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08136314600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
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ReturnHeader/Filer/USAddress/AddressLine1Txt09517 W LINEBAUGH AVENUE
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.206.139.216
ReturnHeader/FilingSecurityInformation/IPDt02018-03-30
ReturnHeader/FilingSecurityInformation/IPTm008:10:01
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt01Source Partners Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019409 Shumard Oak Dr Suite 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Land O Lakes

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$68,790
Liabilities
$0
Net assets
$68,790
Revenue
$177,562
Expenses
$139,988
Net income
$37,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.83$0.85$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.84$0.87$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.86$0.90$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.52$0.51$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.26$0.22$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.41$0.37$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.27$1.14$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$1.99$2.56$0.57
2017Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.78$1.40$0.38
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.38$1.17$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.25$1.26$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.43$1.61$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$1.43$1.29$0.15
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$1.23$1.84$0.61