Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2016 • EIN 59-2261497

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 31, 2016

Organization Profile
6909 Dr Phillips BlvdOrlando, FL 32819

(407) 354-2600

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

86th percentile

34%

Higher net margin than 86% 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

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$26,771

Up $3,438 (+15%) from 2015

Net Assets

$26,771

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin86th percentile

Revenue

Up

$10,150

Up $1,328 (+15%) from 2015

Expenses

Up

$6,712

Up $4,920 (+275%) from 2015

Net Income

Down

$3,438

Down $3,592 (-51%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$30K$20K$10K$0Assets 2011: $16,029Liabilities 2011: $02011Assets 2012: $11,839Liabilities 2012: $0Net Assets 2012: $11,8392012Assets 2014: $16,303Liabilities 2014: $02014Assets 2015: $23,333Liabilities 2015: $02015Assets 2016: $26,771Liabilities 2016: $0Net Assets 2016: $26,7712016Assets 2017: $28,593Liabilities 2017: $0Net Assets 2017: $28,5932017

Highlighted filing

2016

Assets$26,771
Liabilities$0
Net Assets$26,771
Open 2016 Filing

Operations Trend

Revenue Growth69th percentile

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

$60K$40K$20K$0Revenue 2011: $49,540Expenses 2011: $38,709Net Income 2011: $10,8312011Revenue 2012: $33,362Expenses 2012: $26,721Net Income 2012: $6,6412012Revenue 2014: $3,965Expenses 2014: $2,338Net Income 2014: $1,6272014Revenue 2015: $8,822Expenses 2015: $1,792Net Income 2015: $7,0302015Revenue 2016: $10,150Expenses 2016: $6,712Net Income 2016: $3,4382016Revenue 2017: $4,137Expenses 2017: $2,315Net Income 2017: $1,8222017

Highlighted filing

2016

Revenue$10,150
Expenses$6,712
Net Income$3,438
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 31, 2016
Return Version
2015v2.1
Gross Receipts
$60,503
Mission and Program Overview

Mission

ADVOCASY FOR EDUCATION

Program Services

DescriptionGrantsExpenses
SOCIAL GATHERINGS TO BRING TEACHERS PARENTS AND STUDENTS TOGETHER IN EVENTS OUTSIDE THE EDUCATION ENVIRONMNET-$14,142
ONLINE PROGRAMS - BRAIN POP JR & iREADY - STUDENT EDUCATION AND ENRICHMENT USING ONLINE PROGRAMS-$6,721
ACCERLERATED READING PROGRAM - STUDENT EDUCATION AND ENRICHMENT IN LITERACY SKILLS-$5,962
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMBER WASENDORFPresidentPT$0--
AMANDA CHRISTENSENTreasurerPT$0--
ELISSA ALVEYRecording SecretaryPT$0--
JAMIE MORRISCorresponding SecretaryPT$0--
JEAN BEVANTeacher LiaisonPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk a Thon$21,560$21,560$6,121$15,439
Holiday Stor$8,855$8,855$6,695$2,160
Total Events$56,813$56,813$50,353$6,460
Filing and Contact Details

Filer

Filer Name
Dr Phillips Elementary Pta
EIN
59-2261497
Address
6909 DR PHILLIPS BLVD, Orlando, FL 32819

Signing Officer

Name
J David Vandersteen
Title
Treasurer
Phone
4073542600
Signed
2016-10-31
Discuss with paid preparer
No

Preparer

Firm
Larry J Herring CPA Pa
Address
611 N WYMORE ROAD SUITE 100, Winter Park, FL 32789
Preparer
Christopher E Henriquez
Phone
4076477777
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBANK CHARGES 16COUNTY COUNCIL DUES 50INSURANCE 355SUPPLIES 455”

Raw XML Appendix173 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/BenefitsPaidToOrForMembersAmt05686
IRS990EZ/BooksInCareOfDetail/PersonNm0J DAVID VANDERSTEEN
IRS990EZ/BooksInCareOfDetail/PhoneNum04073542600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06909 DR PHILLIPS BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Orlando
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032819
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023333
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026771
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03438
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023333
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026771
IRS990EZ/FundraisingGrossIncomeAmt056813
IRS990EZ/GrossReceiptsAmt060503
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03690
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023333
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026771
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023333
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026771
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
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/PersonNm0AMBER WASENDORF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA CHRISTENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELISSA ALVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMIE MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEAN BEVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TEACHER LIAISON
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0876
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVOCASY FOR EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACCERLERATED READING PROGRAM - STUDENT EDUCATION AND ENRICHMENT IN LITERACY SKILLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ONLINE PROGRAMS - BRAIN POP JR & iREADY - STUDENT EDUCATION AND ENRICHMENT USING ONLINE PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SOCIAL GATHERINGS TO BRING TEACHERS PARENTS AND STUDENTS TOGETHER IN EVENTS OUTSIDE THE EDUCATION ENVIRONMNET
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05962
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16721
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt214142
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt050353
IRS990EZ/SpecialEventsNetIncomeLossAmt06460
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06712
IRS990EZ/TotalProgramServiceExpensesAmt026825
IRS990EZ/TotalRevenueAmt010150
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03842
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05885
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024417
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt057403
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt056092
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt057023
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt055000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt055000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0280518
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0304935
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061093
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059934
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062908
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060500
IRS990ScheduleA/Total509Grp/TotalAmt0304935
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059934
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062908
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060500
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0304935
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt050353
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALK A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY STOR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08855
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt026398
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056813
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08855
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt026398
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt056813
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06460
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt037537
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt050353
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06121
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06695
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBANK CHARGES 16COUNTY COUNCIL DUES 50INSURANCE 355SUPPLIES 455
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0J DAVID VANDERSTEEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04073542600
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR PHILLIPS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0DRPH
ReturnHeader/Filer/EIN0592261497
ReturnHeader/Filer/USAddress/AddressLine1Txt06909 DR PHILLIPS BLVD
ReturnHeader/Filer/USAddress/CityNm0Orlando
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032819
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592876362
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LARRY J HERRING CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0611 N WYMORE ROAD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winter Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032789
ReturnHeader/PreparerPersonGrp/PhoneNum04076477777
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER E HENRIQUEZ
ReturnHeader/ReturnTs02016-11-10T07:36:32-05:00
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
$26,771
Liabilities
$0
Net assets
$26,771
Revenue
$10,150
Expenses
$6,712
Net income
$3,438
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$4.14$2.32$1.82
2016Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$10.2$6.71$3.44
2015Summary only. Only limited summary data is available for this year.$23.3$0.00$8.82$1.79$7.03
2014Summary only. Only limited summary data is available for this year.$16.3$0.00$3.97$2.34$1.63
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$0.00$11.8$33.4$26.7$6.64
2011Summary only. Only limited summary data is available for this year.$16.0$0.00$49.5$38.7$10.8