Civic Intelligence

PTA Fl Congress - Pine Trail Elementary PTA

990EZ • Fiscal year 2014 • EIN 59-2247284

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 17, 2014

300 Airport Road32174

(479) 936-6941

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

49th percentile

1.2%

Faster revenue growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$61,637

Up $8,827 (+17%) from 2013

Net Assets

Up

$61,637

Up $8,827 (+17%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$33,210

Up $407 (+1.2%) from 2013

Expenses

Down

$24,383

Down $31,391 (-56%) from 2013

Net Income

Up

$8,827

Up $31,798 (+138%) from 2013

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: $67,566Net Assets 2011: $67,5662011Assets 2012: $75,781Liabilities 2012: $02012Assets 2013: $52,810Liabilities 2013: $0Net Assets 2013: $52,8102013Assets 2014: $61,637Liabilities 2014: $0Net Assets 2014: $61,6372014Assets 2015: $60,163Liabilities 2015: $0Net Assets 2015: $60,1632015Assets 2016: $53,796Liabilities 2016: $0Net Assets 2016: $53,7962016Assets 2017: $67,660Net Assets 2017: $67,6602017Assets 2018: $54,040Net Assets 2018: $54,0402018Assets 2019: $27,338Net Assets 2019: $27,3382019Assets 2020: $24,594Liabilities 2020: $02020Assets 2023: $43,813Net Assets 2023: $43,8132023Assets 2024: $47,191Net Assets 2024: $47,1912024Assets 2025: $37,320Net Assets 2025: $37,3202025

Highlighted filing

2014

Assets$61,637
Liabilities$0
Net Assets$61,637

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $39,698Expenses 2011: $33,859Net Income 2011: $5,8392011Revenue 2012: $37,933Expenses 2012: $29,718Net Income 2012: $8,2152012Revenue 2013: $32,803Expenses 2013: $55,774Net Income 2013: -$22,9712013Revenue 2014: $33,210Expenses 2014: $24,383Net Income 2014: $8,8272014Revenue 2015: $35,555Expenses 2015: $37,029Net Income 2015: -$1,4742015Revenue 2016: $27,494Expenses 2016: $33,861Net Income 2016: -$6,3672016Revenue 2017: $42,172Expenses 2017: $28,308Net Income 2017: $13,8642017Revenue 2018: $45,139Expenses 2018: $58,759Net Income 2018: -$13,6202018Revenue 2019: $37,787Expenses 2019: $64,489Net Income 2019: -$26,7022019Revenue 2020: $33,576Expenses 2020: $36,320Net Income 2020: -$2,7442020Revenue 2023: $28,659Expenses 2023: $20,655Net Income 2023: $8,0042023Revenue 2024: $30,370Expenses 2024: $26,992Net Income 2024: $3,3782024Revenue 2025: $21,058Expenses 2025: $30,929Net Income 2025: -$9,8712025

Highlighted filing

2014

Revenue$33,210
Expenses$24,383
Net Income$8,827
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$81,155
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORTEDUCATION ENRICHMENT & ENHANCEMENTS-$24,008
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer ValentiPresident-$0--
Sangeeta BhoolaTreasurer-$0--
Stacy Day1st V P-$0--
Jessica Flugger2nd VP-$0--
April Cole3rd Vprec Sec-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$69,208$69,208$42,644$26,564
Event 2$9,375-$431-
Total Events$85,958$76,583$47,945$28,638
Filing and Contact Details

Filer

EIN
59-2247284

Signing Officer

Name
Jennifer Valenti
Title
President
Phone
4799366941
Signed
2014-11-17
Discuss with paid preparer
Yes

Preparer

Preparer
Harold F Keene CPA
Phone
4072936039
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountBank service charges 43Committee - Field Days 278Conferences/Meetings 60Council Dues 50Hospitality 564Insurance 220Copier/Maintenance 2,500Memberships 1,655Principal's Fund 700PTA Supplies 87School Lunch Fund 250Sunshine Math 284Teacher of the Year 221Teacher Wishlist 6,902VIPS End of Year Luncheon 875Volusia Council Dinner 150Landscaping 149Interim Summer Budget supplies 2,325Technology/Computer Lab 5,855Plaques/awards 40

Raw XML Appendix185 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt0800
IRS990EZ/BooksInCareOfDetail/PersonNm0Sangeeta Bhoola
IRS990EZ/BooksInCareOfDetail/PhoneNum04799366941
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1032 Broadriver Road
IRS990EZ/BooksInCareOfDetail/USAddress/City0Ormond Beach
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode032174
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052810
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061637
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09375
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08827
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0375
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052810
IRS990EZ/Form990TotalAssetsGrp/EOYAmt061637
IRS990EZ/FundraisingGrossIncomeAmt069208
IRS990EZ/GrossReceiptsAmt081155
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt029
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02543
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052810
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061637
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052810
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061637
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Valenti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sangeeta Bhoola
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stacy Day
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jessica Flugger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4April Cole
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21st V P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32nd VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt43rd VPRec Sec
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt023208
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORTEDUCATION ENRICHMENT & ENHANCEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024008
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt047945
IRS990EZ/SpecialEventsNetIncomeLossAmt021263
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024383
IRS990EZ/TotalProgramServiceExpensesAmt024008
IRS990EZ/TotalRevenueAmt033210
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015838
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt068166
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt042
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0125
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0205
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0171
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0572
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt071780
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt057996
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt059655
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0305974
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt042
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0125
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0205
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0171
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0572
IRS990ScheduleA/InvestmentIncomeCYPct00.00150
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99850
IRS990ScheduleA/PublicSupportPY509Pct00.99830
IRS990ScheduleA/PublicSupportTotal509Amt0374140
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081155
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066911
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074549
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt080309
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071216
IRS990ScheduleA/Total509Grp/TotalAmt0374140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066953
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074674
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080514
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071387
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0374712
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt09375
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt09375
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt047945
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt069208
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09375
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07375
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt085958
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt069208
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07375
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt076583
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Fndrsng Prog
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Silent Auct
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028638
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04870
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt047945
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt042644
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0431
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBank service charges 43Committee - Field Days 278Conferences/Meetings 60Council Dues 50Hospitality 564Insurance 220Copier/Maintenance 2,500Memberships 1,655Principal's Fund 700PTA Supplies 87School Lunch Fund 250Sunshine Math 284Teacher of the Year 221Teacher Wishlist 6,902VIPS End of Year Luncheon 875Volusia Council Dinner 150Landscaping 149Interim Summer Budget supplies 2,325Technology/Computer Lab 5,855Plaques/awards 40
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Valenti
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04799366941
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTA
ReturnHeader/Filer/EIN0592247284
ReturnHeader/Filer/USAddress/AddressLine10300 Airport Road
ReturnHeader/Filer/USAddress/City0Ormond Beach
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032174
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010757062
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KEENE & COMPANY P A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10826 N John Street - Suite 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Orlando
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode032808
ReturnHeader/PreparerPersonGrp/PhoneNum04072936039
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Harold F Keene CPA
ReturnHeader/ReturnTs02014-12-06T13:34:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings