Civic Intelligence

PTA Fl Congress - Pine Trail Elementary PTA

990EZ • Fiscal year 2015 • EIN 59-2247284

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 05, 2015

300 Airport RoadOrmond Beach, FL 32174

(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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

31st percentile

-4.1%

Higher net margin than 31% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

40th percentile

-2.4%

Faster asset growth than 40% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

59th percentile

7.1%

Faster revenue growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$60,163

Down $1,474 (-2.4%) from 2014

Net Assets

Down

$60,163

Down $1,474 (-2.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$35,555

Up $2,345 (+7.1%) from 2014

Expenses

Up

$37,029

Up $12,646 (+52%) from 2014

Net Income

Down

-$1,474

Down $10,301 (-117%) from 2014

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

2015

Assets$60,163
Liabilities$0
Net Assets$60,163

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

2015

Revenue$35,555
Expenses$37,029
Net Income-$1,474
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 5, 2015
Return Version
2014v5.0
Gross Receipts
$73,336
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORTEDUCATION ENRICHMENT & ENHANCEMENTS-$37,022
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joanna OlivariPresident-$0--
Sangeeta BhoolaTreasurer-$0--
Carolyn Brunson1st V P-$0--
April Cole2nd Vprec Sec-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fndrsng Prog$48,902$48,902$32,485$16,417
Silent Auct$11,108-$239-
Total Events$66,477$55,369$37,781$17,588
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
59-2247284
Address
300 Airport Road, Ormond Beach, FL 32174

Signing Officer

Name
Sangeeta Bhoola
Title
Treasurer
Phone
4799366941
Signed
2015-09-05
Discuss with paid preparer
Yes

Preparer

Firm
Keene & Company P a
Address
826 N John Street - Suite 103, Orlando, FL 32808
Preparer
Harold F Keene CPA
Phone
4072936039
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountMiscellaneous student expense 20Committee - Field Days 256Conferences/Meetings 54Council Dues 50Hospitality 1,108Insurance 250Copier/Maintenance 2,500Memberships 1,064Principal's Fund 200PTA Supplies 277School Lunch Fund 250Sunshine Math 296Teacher of the Year 204Teacher Wishlist 2,691VIPS End of Year Luncheon 836Volusia Council Dinner 90Landscaping 12,309School Advisory Council 5,000Technology/Computer Lab 8,000Plaques/awards 43

Raw XML Appendix179 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/BooksInCareOfDetail/PhoneNum04799366941
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt032 Broadriver Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ormond Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032174
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061637
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IRS990EZ/GrossReceiptsAmt073336
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02219
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Joanna Olivari
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sangeeta Bhoola
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carolyn Brunson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3April Cole
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21st V P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32nd VPRec Sec
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt035498
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORTEDUCATION ENRICHMENT & ENHANCEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037022
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt037781
IRS990EZ/SpecialEventsNetIncomeLossAmt022160
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037029
IRS990EZ/TotalProgramServiceExpensesAmt037022
IRS990EZ/TotalRevenueAmt035555
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011108
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015838
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt060130
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt061
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt042
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0125
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0205
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0462
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062221
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt071780
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt057996
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059655
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt064471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0316123
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt061
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt042
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0125
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0462
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00150
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99880
IRS990ScheduleA/PublicSupportPY509Pct00.99850
IRS990ScheduleA/PublicSupportTotal509Amt0376253
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073329
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080309
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt066953
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt074674
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080514
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0376715
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt011108
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt011108
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fndrsng Prog
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Silent Auct
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011108
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06467
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt048902
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06467
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055369
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017588
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05057
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037781
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt032485
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0239
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMiscellaneous student expense 20Committee - Field Days 256Conferences/Meetings 54Council Dues 50Hospitality 1,108Insurance 250Copier/Maintenance 2,500Memberships 1,064Principal's Fund 200PTA Supplies 277School Lunch Fund 250Sunshine Math 296Teacher of the Year 204Teacher Wishlist 2,691VIPS End of Year Luncheon 836Volusia Council Dinner 90Landscaping 12,309School Advisory Council 5,000Technology/Computer Lab 8,000Plaques/awards 43
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sangeeta Bhoola
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04799366941
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTA
ReturnHeader/Filer/EIN0592247284
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 Airport Road
ReturnHeader/Filer/USAddress/CityNm0Ormond Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032174
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010757062
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEENE & COMPANY P A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0826 N John Street - Suite 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orlando
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032808
ReturnHeader/PreparerPersonGrp/PhoneNum04072936039
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Harold F Keene CPA
ReturnHeader/ReturnTs02015-09-14T14:37:08-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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