Civic Intelligence

PTA Fl Congress DBA Westchase Elementary School

990EZ • Fiscal year 2024 • EIN 52-2102777

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 28, 2024

9517 W Linebaugh AveTampa, FL 33626

(000) 000-0000

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

34th percentile

-3.9%

Higher net margin than 34% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

32nd percentile

-10%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

42nd percentile

-2.9%

Faster revenue growth than 42% of similar nonprofits.

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

Assets

Down

$28,227

Down $3,229 (-10%) from 2023

Net Assets

Down

$28,227

Down $3,229 (-10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$83,661

Down $2,506 (-2.9%) from 2023

Expenses

Down

$86,890

Down $3,598 (-4.0%) from 2023

Net Income

Up

-$3,229

Up $1,092 (+25%) from 2023

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

2024

Assets$28,227
Liabilities$0
Net Assets$28,227

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

2024

Revenue$83,661
Expenses$86,890
Net Income-$3,229
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 28, 2024
Return Version
2023v5.0
Gross Receipts
$112,786
Mission and Program Overview

Mission

To advocate for and support child education.

To promote the welfare of children and youth in home school places of worship and throughout the community to raise the standards of home life to advocate for laws that further the education physical and mental health welfare and safety of children and youth to promote the collaboration and engagement of families and educators in the education of children and youth to engage the public in united efforts to secure the physical mental emotional spiritual and social well-being of children and youth and to advocate for fiscal responsibility regarding public tax dollars inn public education funding

Program Services

DescriptionGrantsExpenses
Teacher and Staff Support Grants provides grants to all approximately 60 staff members The purpose of the program is to provide teachers and staff with supplies and classroom enhancements$28,087-
Christmas Holiday Shop is a fundraiser where the schools over 800 students can purchase Christmas gifts for their families and friends-$11,906
Fall and Spring Wizard Events were events organized to promote community amongst the schools over 800 students and their families including Daughter Date Night and Son One-$4,728
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa MathisPresidentPT$0--
Janine McCabeTreasurerPT$0--
Jessica SiddleVP LeadershipPT$0--
Brie GoreckiCorresponding SecretaryPT$0--
Diana MorandeVP MembershipPT$0--
Vanessa PopeRecording SecretaryPT$0--
Jennifer MartellVP Ways And MeansPT$0--
Grace ChangVP Of HospitalityPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$47,731$47,731$8,241$39,490
Event 2$0$0$0$0
Total Events$47,731$47,731$10,776$36,955
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
52-2102777
Phone
0000000000
Address
9517 W LINEBAUGH AVE, TAMPA, FL 33626

Signing Officer

Name
Janine McCabe
Title
Treasurer
Phone
0000000000
Signed
2024-09-28
Supplemental Narrative

Additional Explanations

Schedule O:

FORM 990-EZ, PART I, LINE 10, GRANTS AND SIMILAR AMOUNTS PAID: Local, National & State PTA Dues: $2,188 FORM 990-EZ, PART I, LINE 10, GRANTS AND SIMILAR AMOUNTS PAID: Teacher and Staff Support Grants (Wizard Fest): $28,087 FORM 990-EZ, PART I, LINE 10, GRANTS AND SIMILAR AMOUNTS PAID: Teacher Grants ? Spirit Nights: $2,612 FORM 990-EZ, PART I, LINE 10, GRANTS AND SIMILAR AMOUNTS PAID: TOTAL: $32,887 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: 5th Grade Week and Banquet: $3,822 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Amazon Prime: $278 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Back-2-School Events and Luncheon (2023): $1,483 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Book Vending Machine, Library Beautification and Media Center (book replacement): $7,234 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Business Partners: $1,820 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Campus Positivity & Beautification (includes landscaping and garden): $3,586 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Communications (Texting App): $54 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Community Support (Teacher Appreciation Week ? Holiday Shop): $1,612 ORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Teacher Appreciation (Christmas Week, April, Teacher of the Month, Staff Appreciation Days, Conference Night Hospitality): $7,753 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Cotton Candy Machine: $1,475 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Fall and Spring Wizard Events: $4,728 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: General Meetings: $700 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Givebacks and Other Fees: $158 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Insurance: $444 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Kindness Committee: $478 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Members Only Event: $1,240 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Membership Bundle and Single Membership: $904 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Moneyminder Subscription: $207 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Office Supplies: $777 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Party-in-a-Box (membership rewards): $340 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: PTA Leadership Convention: $1,645 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: PTA Website: $107 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: SAC: $2,691 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: SSYRA (Sunshine State Young Readers Award Program): $315 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Student Recognition and Advocacy (includes Student of the Month Breakfast): $1,011 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Pure Art: $1,258 FFORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Universal Bus: $5,390 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Veterans Day: $2,408 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Total: $53,918

Raw XML Appendix231 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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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ, PART I, LINE 10, GRANTS AND SIMILAR AMOUNTS PAID: Local, National & State PTA Dues: $2,188 FORM 990-EZ, PART I, LINE 10, GRANTS AND SIMILAR AMOUNTS PAID: Teacher and Staff Support Grants (Wizard Fest): $28,087 FORM 990-EZ, PART I, LINE 10, GRANTS AND SIMILAR AMOUNTS PAID: Teacher Grants ? Spirit Nights: $2,612 FORM 990-EZ, PART I, LINE 10, GRANTS AND SIMILAR AMOUNTS PAID: TOTAL: $32,887 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: 5th Grade Week and Banquet: $3,822 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Amazon Prime: $278 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Back-2-School Events and Luncheon (2023): $1,483 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Book Vending Machine, Library Beautification and Media Center (book replacement): $7,234 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Business Partners: $1,820 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Campus Positivity & Beautification (includes landscaping and garden): $3,586 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Communications (Texting App): $54 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Community Support (Teacher Appreciation Week ? Holiday Shop): $1,612 ORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Teacher Appreciation (Christmas Week, April, Teacher of the Month, Staff Appreciation Days, Conference Night Hospitality): $7,753 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Cotton Candy Machine: $1,475 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Fall and Spring Wizard Events: $4,728 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: General Meetings: $700 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Givebacks and Other Fees: $158 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Insurance: $444 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Kindness Committee: $478 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Members Only Event: $1,240 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Membership Bundle and Single Membership: $904 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Moneyminder Subscription: $207 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Office Supplies: $777 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Party-in-a-Box (membership rewards): $340 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: PTA Leadership Convention: $1,645 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: PTA Website: $107 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: SAC: $2,691 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: SSYRA (Sunshine State Young Readers Award Program): $315 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Student Recognition and Advocacy (includes Student of the Month Breakfast): $1,011 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Pure Art: $1,258 FFORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Universal Bus: $5,390 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Veterans Day: $2,408 FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES: Total: $53,918
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Janine McCabe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0522102777
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt09517 W LINEBAUGH AVE
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033626
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-09-28T16:00:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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