Civic Intelligence

PTA Florida Congress Calusa Elementary School PTA

990EZ • Fiscal year 2016 • EIN 59-2209915

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 08, 2016

Organization ProfileN/A
9580 West Calusa Club DriveMiami, FL 33186

(305) 385-0589

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

64th percentile

9.8%

Higher net margin than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

56th percentile

4.7%

Faster revenue growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$38,956

Up $4,987 (+15%) from 2015

Net Assets

Up

$38,956

Up $4,987 (+15%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin64th percentile

Revenue

Up

$50,707

Up $2,298 (+4.7%) from 2015

Expenses

Up

$45,720

Up $408 (+0.9%) from 2015

Net Income

Up

$4,987

Up $1,890 (+61%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$60K$40K$20K$0Assets 2011: $20,664Net Assets 2011: $20,6642011Assets 2012: $16,585Liabilities 2012: $02012Assets 2013: $26,448Net Assets 2013: $26,4482013Assets 2014: $30,872Net Assets 2014: $30,8722014Assets 2015: $33,969Net Assets 2015: $33,9692015Assets 2016: $38,956Net Assets 2016: $38,9562016Assets 2017: $23,482Net Assets 2017: $23,4822017Assets 2018: $25,974Net Assets 2018: $25,9742018Assets 2019: $21,476Net Assets 2019: $21,4762019Assets 2020: $43,004Liabilities 2020: $0Net Assets 2020: $43,0042020Assets 2021: $32,982Net Assets 2021: $32,9822021Assets 2022: $39,989Net Assets 2022: $39,9892022Assets 2023: $46,273Net Assets 2023: $46,2732023Assets 2024: $34,600Net Assets 2024: $34,6002024Assets 2025: $42,070Net Assets 2025: $42,0702025

Highlighted filing

2016

Assets$38,956
Liabilities-
Net Assets$38,956
Open 2016 Filing

Operations Trend

Revenue Growth56th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $28,315Expenses 2011: $21,543Net Income 2011: $6,7722011Revenue 2012: $36,191Expenses 2012: $40,270Net Income 2012: -$4,0792012Revenue 2013: $61,329Expenses 2013: $51,466Net Income 2013: $9,8632013Revenue 2014: $51,791Expenses 2014: $47,363Net Income 2014: $4,4282014Revenue 2015: $48,409Expenses 2015: $45,312Net Income 2015: $3,0972015Revenue 2016: $50,707Expenses 2016: $45,720Net Income 2016: $4,9872016Revenue 2017: $113,734Expenses 2017: $102,267Net Income 2017: $11,4672017Revenue 2018: $113,425Expenses 2018: $110,933Net Income 2018: $2,4922018Revenue 2019: $103,494Expenses 2019: $107,992Net Income 2019: -$4,4982019Revenue 2020: $117,126Expenses 2020: $82,072Net Income 2020: $35,0542020Revenue 2021: $37,067Expenses 2021: $47,089Net Income 2021: -$10,0222021Revenue 2022: $129,682Expenses 2022: $122,675Net Income 2022: $7,0072022Revenue 2023: $129,520Expenses 2023: $123,236Net Income 2023: $6,2842023Revenue 2024: $154,407Expenses 2024: $166,080Net Income 2024: -$11,6732024Revenue 2025: $157,667Expenses 2025: $150,197Net Income 2025: $7,4702025

Highlighted filing

2016

Revenue$50,707
Expenses$45,720
Net Income$4,987
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$123,438
Mission and Program Overview

Mission

Parents volunteer/school support

Program Services

DescriptionGrantsExpenses
SEE FUNDRAISING EVENTS SCHEDULE--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE STARNESVice PresidePT$0--
LOURDES BERMANPresidentPT$0--
PAULA MESATreasurerPT$0--
TAMARA JARAMILLOCorresp. SecPT$0--
NUBIA MAYORGARecording SePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pta Income$29,470$29,470$21,854$7,616
Fall Fundraiser$27,858$27,858$14,292$13,566
Total Events$111,977$111,977$69,082$42,895
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
59-2209915
Phone
3053850589
Address
9580 WEST CALUSA CLUB DRIVE, MIAMI, FL 33186

Signing Officer

Name
Paula Mesa
Title
Treasurer
Phone
3053850589
Signed
2016-11-08
Discuss with paid preparer
Yes

Preparer

Firm
K & M Accounting and Tax Services
Address
10050 E CALUSA CLUB DR, MIAMI, FL 33186-2342
Preparer
Martha L Rodriguez CPA
Phone
3053856428
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges 412 classroom supplies 8,233 donations 1,078 dues and subscriptions 5 hospitality 200 library/media center 6,949 membership expenses 1,806 moving and storage 350 postage and delivery 102 prizes 1,665 professional fees 150 school supplies expense 848 staff appreciation 5,560 student appreciation 6,148 tech equpment & supplies 1,372 website 1,200 non-investment depreciation 9,642 total 45,720”

Form 990-ez, Part II, Line 24

“45,805 58,981 less accumulated depreciation 22,398 32,040 total 23,407 26,941”

Raw XML Appendix156 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/PersonNm0PAULA MESA
IRS990EZ/BooksInCareOfDetail/PhoneNum07868775462
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017720 SW 149 PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033187
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010562
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012015
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04987
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033969
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038956
IRS990EZ/FundraisingGrossIncomeAmt0120763
IRS990EZ/GrossReceiptsAmt0123438
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02675
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033969
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038956
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033969
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038956
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt021.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt221.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt321.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt421.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNE STARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LOURDES BERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAULA MESA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TAMARA JARAMILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NUBIA MAYORGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORRESP. SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt023407
IRS990EZ/OtherAssetsTotalDetail/EOYAmt026941
IRS990EZ/OtherExpensesTotalAmt045720
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENTS VOLUNTEER/SCHOOL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE FUNDRAISING EVENTS SCHEDULE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt072731
IRS990EZ/SpecialEventsNetIncomeLossAmt048032
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045720
IRS990EZ/TotalRevenueAmt050707
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01606
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04421
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0123438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0117546
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0110253
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0124945
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt071758
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0547940
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0552361
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0123438
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0117546
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0110253
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0127760
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073364
IRS990ScheduleA/Total509Grp/TotalAmt0552361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0123438
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0117546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0110253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0127760
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073364
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0552361
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt069082
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PTA INCOME
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029470
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt054649
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0111977
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029470
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt027858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt054649
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0111977
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042895
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt032936
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt069082
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021854
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014292
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 412 CLASSROOM SUPPLIES 8,233 DONATIONS 1,078 DUES AND SUBSCRIPTIONS 5 HOSPITALITY 200 LIBRARY/MEDIA CENTER 6,949 MEMBERSHIP EXPENSES 1,806 MOVING AND STORAGE 350 POSTAGE AND DELIVERY 102 PRIZES 1,665 PROFESSIONAL FEES 150 SCHOOL SUPPLIES EXPENSE 848 STAFF APPRECIATION 5,560 STUDENT APPRECIATION 6,148 TECH EQUPMENT & SUPPLIES 1,372 WEBSITE 1,200 NON-INVESTMENT DEPRECIATION 9,642 TOTAL 45,720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt145,805 58,981 LESS ACCUMULATED DEPRECIATION 22,398 32,040 TOTAL 23,407 26,941
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULA MESA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03053850589
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALUSA ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0592209915
ReturnHeader/Filer/PhoneNum03053850589
ReturnHeader/Filer/USAddress/AddressLine1Txt09580 WEST CALUSA CLUB DRIVE
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033186
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0K & M ACCOUNTING AND TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010050 E CALUSA CLUB DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331862342
ReturnHeader/PreparerPersonGrp/PhoneNum03053856428
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTHA L RODRIGUEZ CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-09T15:25:12-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,956
Liabilities
-
Net assets
$38,956
Revenue
$50,707
Expenses
$45,720
Net income
$4,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.42$0.42$1.58$1.50$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.54$1.66$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.46$1.30$1.23$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.40$1.30$1.23$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.37$0.47$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.17$0.82$0.35
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.21$1.03$1.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.26$1.13$1.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.23$1.14$1.02$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.51$0.46$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.48$0.45$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.52$0.47$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.26$0.61$0.51$0.10
2012Summary only. Only limited summary data is available for this year.$0.17$0.00$0.36$0.40$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.21$0.28$0.22$0.07