Civic Intelligence

PTA Florida Congress - Beachland

990EZ • Fiscal year 2024 • EIN 59-1692622

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

83rd percentile

32%

Higher net margin than 83% 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

88th percentile

66%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

93rd percentile

122%

Faster revenue growth than 93% of similar nonprofits.

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

Assets

Up

$58,862

Up $23,395 (+66%) from 2023

Net Assets

Up

$58,862

Up $23,395 (+66%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$72,691

Up $39,935 (+122%) from 2023

Expenses

Down

$49,295

Down $8,619 (-15%) from 2023

Net Income

Up

$23,396

Up $48,554 (+193%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$58,862
Liabilities-
Net Assets$58,862

Operations Trend

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

2024

Revenue$72,691
Expenses$49,295
Net Income$23,396
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$102,629
Mission and Program Overview

Mission

Elementary education support and enrichment

Elementary education support and enrichment.

Program Services

DescriptionGrantsExpenses
DONATIONS TO SCHOOL FOR CLASSROOM SUPPLIES, STUDENT SUPPORT. CULTURAL AND ACADEMIS PROGRAMS TO ENRICH AND ENHANCE STUDENT EDUCATION.-$37,587
SOCIAL EVENTS AND SCHOOL ACTIVITIES.-$3,690
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA LOCKEPresidentPT$0--
TRINA VAN OSVice PresidePT$0--
REENA RYALLVice PresidePT$0--
ANABELLA FIORINITreasurerPT$0--
SARAH MICKLEYSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Social$23,491$23,491$5,621$17,870
Read-a-thon$17,511$17,511$1,004$16,507
Total Events$53,328$53,328$9,463$43,865
Filing and Contact Details

Filer

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

Signing Officer

Name
Trina Van Os
Title
Vice President
Phone
7725643300
Signed
2024-11-14

Preparer

Firm
Mccain and Samons LLC
Address
1826 14TH AVE STE 201, VERO BEACH, FL 32960-0430
Preparer
Anabella Fiorini Brandes CPA
Phone
7729787277
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses website 419 admin supplies 256 insurance 194 pta state dues 540 pta hospitality 1,963 softwares fees & expense 2,696 banners 1,950 school events expenses 3,690 school grant program 15,090 support to school exp 22,497 total 49,295

Raw XML Appendix161 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/PersonNm0ANABELLA FIORINI
IRS990EZ/BooksInCareOfDetail/PhoneNum07725633300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03350 INDIAN RIVER DRIVE EAST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VERO BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032963
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035466
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058862
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023931
IRS990EZ/CostOfGoodsSoldAmt020475
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023396
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035466
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058862
IRS990EZ/FundraisingGrossIncomeAmt053328
IRS990EZ/GrossProfitLossSlsOfInvntryAmt04895
IRS990EZ/GrossReceiptsAmt0102629
IRS990EZ/GrossSalesOfInventoryAmt025370
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035466
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058862
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035466
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058862
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DIANA LOCKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRINA VAN OS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REENA RYALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANABELLA FIORINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH MICKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt049295
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY EDUCATION SUPPORT AND ENRICHMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO SCHOOL FOR CLASSROOM SUPPLIES, STUDENT SUPPORT. CULTURAL AND ACADEMIS PROGRAMS TO ENRICH AND ENHANCE STUDENT EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SOCIAL EVENTS AND SCHOOL ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037587
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13690
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09463
IRS990EZ/SpecialEventsNetIncomeLossAmt043865
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049295
IRS990EZ/TotalProgramServiceExpensesAmt041277
IRS990EZ/TotalRevenueAmt072691
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BEACHLANDPTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023931
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05487
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015872
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06677
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt061203
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt078698
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt054994
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt061078
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04473
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt028847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0228090
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0289293
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0102629
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060481
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt076950
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038083
IRS990ScheduleA/Total509Grp/TotalAmt0289293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0102629
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt076950
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt038083
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0289293
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09463
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING SOCIAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0READ-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023491
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017511
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053328
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023491
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017511
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053328
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043865
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02838
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09463
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05621
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01004
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES WEBSITE 419 ADMIN SUPPLIES 256 INSURANCE 194 PTA STATE DUES 540 PTA HOSPITALITY 1,963 SOFTWARES FEES & EXPENSE 2,696 BANNERS 1,950 SCHOOL EVENTS EXPENSES 3,690 SCHOOL GRANT PROGRAM 15,090 SUPPORT TO SCHOOL EXP 22,497 TOTAL 49,295
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TRINA VAN OS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07725643300
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BEACHLAND ELEMENTARY 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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461420272
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCAIN AND SAMONS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01826 14TH AVE STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VERO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0329600430
ReturnHeader/PreparerPersonGrp/PhoneNum07729787277
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANABELLA FIORINI BRANDES CPA
ReturnHeader/ReturnTs02024-11-15T13:24:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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