Civic Intelligence

PTA Florida Congress - Beachland

990EZ • Fiscal year 2022 • EIN 59-1692622

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 25, 2022

Organization ProfileWWW.BEACHLANDPTA.COM
3350 Indian River Drive EastVero Beach, FL 32963

(772) 564-3300

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

85th percentile

40%

Higher net margin than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

85th percentile

55%

Faster asset growth than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

687%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$60,625

Up $21,539 (+55%) from 2021

Net Assets

Up

$60,625

Up $21,539 (+55%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$53,394

Up $46,608 (+687%) from 2021

Expenses

Up

$31,855

Up $1,617 (+5.3%) from 2021

Net Income

Up

$21,539

Up $44,991 (+192%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$100K$50K$0Assets 2011: $13,284Net Assets 2011: $13,2842011Assets 2012: $26,545Net Assets 2012: $26,5452012Assets 2013: $46,551Net Assets 2013: $46,5512013Assets 2014: $31,652Net Assets 2014: $31,6522014Assets 2015: $65,438Net Assets 2015: $65,4382015Assets 2016: $89,713Net Assets 2016: $89,7132016Assets 2017: $51,969Net Assets 2017: $51,9692017Assets 2018: $68,816Liabilities 2018: $02018Assets 2019: $59,898Net Assets 2019: $59,8982019Assets 2020: $62,538Net Assets 2020: $62,5382020Assets 2021: $39,086Net Assets 2021: $39,0862021Assets 2022: $60,625Net Assets 2022: $60,6252022Assets 2023: $35,467Net Assets 2023: $35,4672023Assets 2024: $58,862Net Assets 2024: $58,8622024Assets 2025: $41,307Liabilities 2025: $0Net Assets 2025: $41,3072025

Highlighted filing

2022

Assets$60,625
Liabilities-
Net Assets$60,625
Open 2022 Filing

Operations Trend

Revenue Growth97th percentile

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

$100K$50K$0-$50KRevenue 2011: $33,772Expenses 2011: $54,349Net Income 2011: -$20,5772011Revenue 2012: $37,764Expenses 2012: $24,503Net Income 2012: $13,2612012Revenue 2013: $51,425Expenses 2013: $31,415Net Income 2013: $20,0102013Revenue 2014: $40,267Expenses 2014: $55,167Net Income 2014: -$14,9002014Revenue 2015: $45,695Expenses 2015: $11,910Net Income 2015: $33,7852015Revenue 2016: $40,234Expenses 2016: $15,958Net Income 2016: $24,2762016Revenue 2017: $27,521Expenses 2017: $65,265Net Income 2017: -$37,7442017Revenue 2018: $34,541Expenses 2018: $17,694Net Income 2018: $16,8472018Revenue 2019: $36,353Expenses 2019: $45,271Net Income 2019: -$8,9182019Revenue 2020: $22,507Expenses 2020: $19,865Net Income 2020: $2,6422020Revenue 2021: $6,786Expenses 2021: $30,238Net Income 2021: -$23,4522021Revenue 2022: $53,394Expenses 2022: $31,855Net Income 2022: $21,5392022Revenue 2023: $32,756Expenses 2023: $57,914Net Income 2023: -$25,1582023Revenue 2024: $72,691Expenses 2024: $49,295Net Income 2024: $23,3962024Revenue 2025: $66,305Expenses 2025: $83,860Net Income 2025: -$17,5552025

Highlighted filing

2022

Revenue$53,394
Expenses$31,855
Net Income$21,539
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 25, 2022
Return Version
2021v4.0
Gross Receipts
$76,950
Mission and Program Overview

Mission

Elementary education support and enrichment

Program Services

DescriptionGrantsExpenses
CULTURAL AND ACADEMIC PROGRAMS TO ENRICH AND ENHANCE STUDENT EDUCATION-$16,833
SOCIAL EVENTS AND FACULTY SUPPORT-$7,684
DONATIONS TO SCHOOL FOR CLASSROOM SUPPLIES, STUDENT SUPPORT, AND LABORATORY SUPPLIES-$1,142
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTY CHALLENORPresident-$0--
DIANA LOCKEVice Preside-$0--
SHANNON O'LEARYSecretary-$0--
BROOKE O'NEILLTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$44,291$44,291$9,901$34,390
Total Events$44,291$44,291$9,901$34,390
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress - Beachland
EIN
59-1692622
Phone
7725643300
Address
3350 INDIAN RIVER DRIVE EAST, VERO BEACH, FL 32963

Signing Officer

Name
BROOKE O'NEILL
Title
Treasurer
Phone
7725643300
Signed
2022-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Melissa M Medlock CPA Pa
Address
3885 20TH STREET, VERO BEACH, FL 32960
Preparer
Melissa Medlock
Phone
7722267297
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses donations to school 1,142 donations to school 16,833 donations to school 7,684 pta state dues 455 administrative expense 5,741 total 31,855”

Raw XML Appendix153 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/PersonNm0BROOKE O'NEILL
IRS990EZ/BooksInCareOfDetail/PhoneNum07725643300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03350 INDIAN RIVER DIRVE EAST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VERO BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032963
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039086
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060625
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015872
IRS990EZ/CostOfGoodsSoldAmt013655
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021539
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039086
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060625
IRS990EZ/FundraisingGrossIncomeAmt044291
IRS990EZ/GrossProfitLossSlsOfInvntryAmt03132
IRS990EZ/GrossReceiptsAmt076950
IRS990EZ/GrossSalesOfInventoryAmt016787
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039086
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060625
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039086
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060625
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTY CHALLENOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANA LOCKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANNON O'LEARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BROOKE O'NEILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031855
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY EDUCATION SUPPORT AND ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO SCHOOL FOR CLASSROOM SUPPLIES, STUDENT SUPPORT, AND LABORATORY SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CULTURAL AND ACADEMIC PROGRAMS TO ENRICH AND ENHANCE STUDENT EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SOCIAL EVENTS AND FACULTY SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01142
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116833
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27684
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09901
IRS990EZ/SpecialEventsNetIncomeLossAmt034390
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031855
IRS990EZ/TotalProgramServiceExpensesAmt025659
IRS990EZ/TotalRevenueAmt053394
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BEACHLANDPTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015872
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06677
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015713
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01258
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt048756
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt061078
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04473
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt042780
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt056612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0193790
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0242546
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076950
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt038083
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058493
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057870
IRS990ScheduleA/Total509Grp/TotalAmt0242546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt076950
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt038083
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058493
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057870
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0242546
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09901
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044291
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034390
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09901
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09901
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DONATIONS TO SCHOOL 1,142 DONATIONS TO SCHOOL 16,833 DONATIONS TO SCHOOL 7,684 PTA STATE DUES 455 ADMINISTRATIVE EXPENSE 5,741 TOTAL 31,855
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BROOKE O'NEILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07725643300
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS - BEACHLAND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0591692622
ReturnHeader/Filer/PhoneNum07725643300
ReturnHeader/Filer/USAddress/AddressLine1Txt03350 INDIAN RIVER DRIVE EAST
ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032963
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454065549
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MELISSA M MEDLOCK CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03885 20TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VERO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032960
ReturnHeader/PreparerPersonGrp/PhoneNum07722267297
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA MEDLOCK
ReturnHeader/ReturnTs02022-09-13T14:58:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BROOKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ONEILL
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,625
Liabilities
-
Net assets
$60,625
Revenue
$53,394
Expenses
$31,855
Net income
$21,539
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$41.3$0.00$41.3$66.3$83.9$17.6
2024Detailed filing. Detailed filing data is available for this year.$58.9$58.9$72.7$49.3$23.4
2023Detailed filing. Detailed filing data is available for this year.$35.5$35.5$32.8$57.9$25.2
2022Detailed filing. Detailed filing data is available for this year.$60.6$60.6$53.4$31.9$21.5
2021Detailed filing. Detailed filing data is available for this year.$39.1$39.1$6.79$30.2$23.5
2020Detailed filing. Detailed filing data is available for this year.$62.5$62.5$22.5$19.9$2.64
2019Detailed filing. Detailed filing data is available for this year.$59.9$59.9$36.4$45.3$8.92
2018Summary only. Only limited summary data is available for this year.$68.8$0.00$34.5$17.7$16.8
2017Detailed filing. Detailed filing data is available for this year.$52.0$52.0$27.5$65.3$37.7
2016Detailed filing. Detailed filing data is available for this year.$89.7$89.7$40.2$16.0$24.3
2015Detailed filing. Detailed filing data is available for this year.$65.4$65.4$45.7$11.9$33.8
2014Detailed filing. Detailed filing data is available for this year.$31.7$31.7$40.3$55.2$14.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.6$46.6$51.4$31.4$20.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.5$26.5$37.8$24.5$13.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$13.3$33.8$54.3$20.6