Civic Intelligence

PTA Fl Congress DBA Westchase Elementary School

990 • Fiscal year 2019 • EIN 52-2102777

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 31, 2019

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

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

92nd percentile

105%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-36%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$25,503

Up $13,089 (+105%) from 2018

Net Assets

Up

$25,503

Up $13,089 (+105%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$127,346

Down $71,847 (-36%) from 2018

Expenses

Down

$114,257

Down $142,163 (-55%) from 2018

Net Income

Up

$13,089

Up $70,316 (+123%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$25,503
Liabilities$0
Net Assets$25,503

Operations Trend

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

2019

Revenue$127,346
Expenses$114,257
Net Income$13,089
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 31, 2019
Return Version
2018v3.1
Gross Receipts
$127,346
Mission and Program Overview

Mission

To advocate for and support child education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$12,414$25,503▲ $13,089
Total Assets$12,414$25,503▲ $13,089
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$12,414$25,503▲ $13,089
Total Net Assets Fund Balance$12,414$25,503▲ $13,089
Total Liabilities and Net Assets / Fund Balance$12,414$25,503▲ $13,089
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sherida CookPresident
Karen RichBusiness Partnership Coordina
Natalie KripasBusiness Partnership Coordina
Clare HimesCorresponding Secretary
Kelly FountainEvent Coordinator
Kim RichardsonHospitality Coordinator
Nina SegalProgram Coordinator
Nicole TamulskiRecording Secretary
Kristen DeangeloTreasurer
Krystal FelicianoVolunteer Coordinator
Robyn ThornburgVolunteer Coordinator
Carrie GarmendiaVP Fundraising
Laura KohlerVP Leadership
Stacy HeckmanVP Membership
Revenue and Support

Revenue Composition

Contributions and Grants
$54,102
Program Service Revenue
$73,204
Investment Income
$40
Other Revenue
$0
All Other Contributions
$19,717
Change in Net Assets
$13,089
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$91,232
Grants and Similar Amounts Paid$23,025
Total Fundraising Expense$16,313
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$21,525--$21,525
All Other Expenses$7,099-$999$8,098
Other Expenses$43,577-$5,652$5,652
Conferences and Meetings$3,195--$3,195
Grants to Domestic Orgs$1,500--$1,500
Office Expenses$1,414--$1,414
Fees for Services Accounting$800--$800
Insurance$443--$443
Occupancy--$34$34
Total Functional Expenses$97,944$0$16,313$114,257
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fest$13,567$13,567-$13,567
Strawberries$9,469$9,469$5,652$3,817
Total Events$30,450$30,450$16,313$14,137
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 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
Sherida Cook
Title
President
Phone
8136314600
Signed
2019-12-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sherida Cook
Formed
2000
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
350

Preparer

Firm
1Source Partners
Address
701 S Howard Ave Suite 203, Tampa, FL 33606
Preparer
Paul DeGance
Phone
8132547222
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23094
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt44482
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0107364
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0123572
IRS990/PYInvestmentIncomeAmt063
IRS990/PYOtherExpensesAmt0132848
IRS990/PYProgramServiceRevenueAmt091766
IRS990/PYRevenuesLessExpensesAmt0-57227
IRS990/PYTotalExpensesAmt0256420
IRS990/PYTotalRevenueAmt0199193
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt013089
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt073204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023651
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01693
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038854
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt063
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt088
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt054
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt052
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0297
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030451
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt082703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt092906
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0185773
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0166412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0558245
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt073204
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0111367
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0125806
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0310377
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt088
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0297
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0127306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0195763
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0226032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0188304
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0170071
IRS990ScheduleA/Total509Grp/TotalAmt0907476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0127346
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0195826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0226120
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0188358
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0170123
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0907773
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016313
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0899
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0899
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FEST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0STRAWBERRIES
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0354
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0354
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013567
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09469
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07414
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013567
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09469
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07414
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030450
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014137
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0100
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0100
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09274
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014926
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05652
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt034
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt034
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 UPON REQUEST.
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt012414
IRS990/TotalAssetsEOYAmt025503
IRS990/TotalAssetsGrp/BOYAmt012414

Document Assets

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Filings

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