Civic Intelligence

PTA Florida Congress-Allan F Keeth

990EZ • Fiscal year 2023 • EIN 59-2330813

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 03, 2023

425 Tuskawilla RdWinter Springs, FL 32708

(407) 320-5350

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

16th percentile

-28%

Higher net margin than 16% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-46%

Faster asset growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

60th percentile

14%

Faster revenue growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$10,164

Down $8,500 (-46%) from 2022

Net Assets

Down

$10,164

Down $8,500 (-46%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$30,165

Up $3,707 (+14%) from 2022

Expenses

Up

$38,665

Up $12,019 (+45%) from 2022

Net Income

Down

-$8,500

Down $8,312 (-4421%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $12,387Liabilities 2011: $02011Assets 2012: $9,895Net Assets 2012: $9,8952012Assets 2013: $15,285Liabilities 2013: $0Net Assets 2013: $15,2852013Assets 2014: $26,462Liabilities 2014: $0Net Assets 2014: $26,4622014Assets 2015: $42,257Liabilities 2015: $0Net Assets 2015: $42,2572015Assets 2016: $37,848Liabilities 2016: $0Net Assets 2016: $37,8482016Assets 2017: $38,065Liabilities 2017: $0Net Assets 2017: $38,0652017Assets 2018: $14,910Liabilities 2018: $0Net Assets 2018: $14,9102018Assets 2019: $5,338Liabilities 2019: $0Net Assets 2019: $5,3382019Assets 2020: $16,643Liabilities 2020: $0Net Assets 2020: $16,6432020Assets 2021: $18,852Liabilities 2021: $0Net Assets 2021: $18,8522021Assets 2022: $18,664Liabilities 2022: $0Net Assets 2022: $18,6642022Assets 2023: $10,164Liabilities 2023: $0Net Assets 2023: $10,1642023Assets 2024: $19,787Liabilities 2024: $0Net Assets 2024: $19,7872024Assets 2025: $22,002Liabilities 2025: $0Net Assets 2025: $22,0022025

Highlighted filing

2023

Assets$10,164
Liabilities$0
Net Assets$10,164

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $35,758Expenses 2011: $39,865Net Income 2011: -$4,1072011Revenue 2012: $75,758Expenses 2012: $78,250Net Income 2012: -$2,4922012Revenue 2013: $60,340Expenses 2013: $54,950Net Income 2013: $5,3902013Revenue 2014: $69,414Expenses 2014: $58,237Net Income 2014: $11,1772014Revenue 2015: $89,479Expenses 2015: $73,684Net Income 2015: $15,7952015Revenue 2016: $76,763Expenses 2016: $81,172Net Income 2016: -$4,4092016Revenue 2017: $72,248Expenses 2017: $72,031Net Income 2017: $2172017Revenue 2018: $67,945Expenses 2018: $91,100Net Income 2018: -$23,1552018Revenue 2019: $26,600Expenses 2019: $36,172Net Income 2019: -$9,5722019Revenue 2020: $34,214Expenses 2020: $22,909Net Income 2020: $11,3052020Revenue 2021: $32,072Expenses 2021: $29,863Net Income 2021: $2,2092021Revenue 2022: $26,458Expenses 2022: $26,646Net Income 2022: -$1882022Revenue 2023: $30,165Expenses 2023: $38,665Net Income 2023: -$8,5002023Revenue 2024: $28,647Expenses 2024: $19,024Net Income 2024: $9,6232024Revenue 2025: $18,422Expenses 2025: $16,207Net Income 2025: $2,2152025

Highlighted filing

2023

Revenue$30,165
Expenses$38,665
Net Income-$8,500
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 3, 2023
Return Version
2022v5.0
Gross Receipts
$58,128
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
PTA provided a Grant to Allan F Keeth Elementary School to fund a Yard Refresh for use as an Outdoor Classroom and extended lunch space. This space will be used by 600+ students, 70+ teachers and staff, as well as numerous volunteers and parents throughout the school year$0$7,959
Developed and Sustained Programs to Strengthen Parent and Family Engagement in Schools in order to make progress in Education, STEM and Arts/Cultural Exploration - Cultural Arts, Health & Safety, Literacy Program, Super Scientist, Assemblies. These programs served 600+ Students, 70+ teachers/staff & All Families.$0$5,635
Provided Tools, Resources and Support Not Funded by the School System to Teachers and Staff to further the education of the children. These resources served all 600+ students, as well as 70+ teachers and staff.$0$861
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRIXIE ROGERSPresidentPT$0--
LAURIE PANGONISVice President Ways & MeansPT$0--
MICHELLE HARTMANVice President ProgramsPT$0--
JESSIE ANDREWSVice President MembershipPT$0--
NICHOLE GRIFFINRecording SecretaryPT$0--
LORI ARCOMONETreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
59-2330813
Phone
4073205350
Address
425 TUSKAWILLA RD, WINTER SPRINGS, FL 32708

Signing Officer

Name
Lori Arcomone
Title
Treasurer
Phone
4079210444
Signed
2023-11-03
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 1

Contributions, gifts, grants and similar amounts received: no hassle: $13,481 contributions, gifts, grants and similar amounts received: donations: $1,350 contributions, gifts, grants and similar amounts received: national pta grant: $1,000 contributions, gifts, grants and similar amounts received: total: $15,831

Form 990-EZ, Part I, Line 3

Membership dues and assessments: membership year to date total: $1,264

Form 990-EZ, Part I, Line 6B

Gross income from fundraising: skate night: $1,809 gross income from fundraising: spring fling: $11,671 gross income from fundraising: family involvement: $43 gross income from fundraising: total: $13,523

Form 990-EZ, Part I, Line 6C

Direct expenses from fundraising: skate night: $45 direct expenses from fundraising: spring fling: $3921 direct expenses from fundraising: family involvment: $2,667 direct expenses from fundraising: family dance: $967 direct expenses from fundraising: total: $7,600

Form 990-EZ, Part I, Line 7A

Gross sales of inventory: book fair - fall: $3,547 gross sales of inventory: book fair - spring: $5,665 gross sales of inventory: holiday shop: $7,397 gross sales of inventory: merchandise: $10,901 gross sales of inventory: total: 27,510

Form 990-EZ, Part I, Line 7B

Cogs: cougar cave 2022: $4,975 cogs: book fair - fall: $3547 cogs: book fair - spring: $5,666 cogs: holiday shop: $4,930 cogs: merchandise: 1,245 cogs: total: $20,363

Form 990-EZ, Part I, Line 10

Grants and similar amounts paid: club grants: $2,496 grants and similar amounts paid: teacher grants: $3,587 grants and similar amounts paid: school bulletin boards: $103 grants and similar amounts paid: national pta grant: $998 grants and similar amounts paid: pbis - positive behavioral interventions & support: $3,497 grants and similar amounts paid: special projects: $9,182 grants and similar amounts paid: total: $19,863

Form 990-EZ, Part I, Line 13

Professional fees/other payments independent contractors: accounting software: $186 professional fees/other payments independent contractors: pta insurance: $492 professional fees/other payments independent contractors: bank fees: $13 professional fees/other payments independent contractors: credit card fees: $168 professional fees/other payments independent contractors: total: $859

Form 990-EZ, Part I, Line 15

Printing, publications, postage, and shipping: printing: $1,556

Form 990-EZ, Part I, Line 16

Description;Amount^Conference Travel Expenses;949|Conference Registration Fees;811|Welcome Back Info Meeting;1443|Administrative;442|No Hassle;2628|Cultural Arts;189|Health and Safety;129|Literacy Programs and Incentives;1811|Super Scientist;444|Assemblies;2400|Stem Programs;300|Kona Ice;1175|Hospitality;3666^Total;16387^

Form 990-EZ, Part III, Line (28-31)

Line 28: cultural arts: $189 line 28: health & safety: $129 line 28: literacy program: $1,540 line 28: literacy incentives: $271 line 28: super scientist: $444 line 28: assemblies: $2,400 line 28: stem: $300 line 28: special projects: $9,182 line 28: total: $14,455 line 29: club grants: $2496 line 29: teacher grants: $3,588 line 29: national pta grant: be internet awesome: $998 line 29: total: $7082 line 30: school bulletin boards: $103 line 30: pbis - positive behavioral interventions & support: $3,497 line 30: kona ice: $1,175 line 30: total: $4,775

Form 990-EZ, Part IV

The primary exempt purpose of the organization is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children. To promote the welfare of children and youth in school and bring a closer relationship between home and school, teachers and parents. Information regarding personal benefit contracts: the organization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benefit contract. The organization did not, during the year, pay any premiums, directly, or indirectly, on a personal benefit contract.

Raw XML Appendix209 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.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PTA provided a Grant to Allan F Keeth Elementary School to fund a Yard Refresh for use as an Outdoor Classroom and extended lunch space. This space will be used by 600+ students, 70+ teachers and staff, as well as numerous volunteers and parents throughout the school year
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Developed and Sustained Programs to Strengthen Parent and Family Engagement in Schools in order to make progress in Education, STEM and Arts/Cultural Exploration - Cultural Arts, Health & Safety, Literacy Program, Super Scientist, Assemblies. These programs served 600+ Students, 70+ teachers/staff & All Families.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONTRIBUTIONS, GIFTS, GRANTS AND SIMILAR AMOUNTS RECEIVED: NO HASSLE: $13,481 CONTRIBUTIONS, GIFTS, GRANTS AND SIMILAR AMOUNTS RECEIVED: DONATIONS: $1,350 CONTRIBUTIONS, GIFTS, GRANTS AND SIMILAR AMOUNTS RECEIVED: NATIONAL PTA GRANT: $1,000 CONTRIBUTIONS, GIFTS, GRANTS AND SIMILAR AMOUNTS RECEIVED: TOTAL: $15,831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP DUES AND ASSESSMENTS: MEMBERSHIP YEAR TO DATE TOTAL: $1,264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GROSS INCOME FROM FUNDRAISING: SKATE NIGHT: $1,809 GROSS INCOME FROM FUNDRAISING: SPRING FLING: $11,671 GROSS INCOME FROM FUNDRAISING: FAMILY INVOLVEMENT: $43 GROSS INCOME FROM FUNDRAISING: TOTAL: $13,523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DIRECT EXPENSES FROM FUNDRAISING: SKATE NIGHT: $45 DIRECT EXPENSES FROM FUNDRAISING: SPRING FLING: $3921 DIRECT EXPENSES FROM FUNDRAISING: FAMILY INVOLVMENT: $2,667 DIRECT EXPENSES FROM FUNDRAISING: FAMILY DANCE: $967 DIRECT EXPENSES FROM FUNDRAISING: TOTAL: $7,600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GROSS SALES OF INVENTORY: BOOK FAIR - FALL: $3,547 GROSS SALES OF INVENTORY: BOOK FAIR - SPRING: $5,665 GROSS SALES OF INVENTORY: HOLIDAY SHOP: $7,397 GROSS SALES OF INVENTORY: MERCHANDISE: $10,901 GROSS SALES OF INVENTORY: TOTAL: 27,510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COGS: COUGAR CAVE 2022: $4,975 COGS: BOOK FAIR - FALL: $3547 COGS: BOOK FAIR - SPRING: $5,666 COGS: HOLIDAY SHOP: $4,930 COGS: MERCHANDISE: 1,245 COGS: TOTAL: $20,363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GRANTS AND SIMILAR AMOUNTS PAID: CLUB GRANTS: $2,496 GRANTS AND SIMILAR AMOUNTS PAID: TEACHER GRANTS: $3,587 GRANTS AND SIMILAR AMOUNTS PAID: SCHOOL BULLETIN BOARDS: $103 GRANTS AND SIMILAR AMOUNTS PAID: NATIONAL PTA GRANT: $998 GRANTS AND SIMILAR AMOUNTS PAID: PBIS - POSITIVE BEHAVIORAL INTERVENTIONS & SUPPORT: $3,497 GRANTS AND SIMILAR AMOUNTS PAID: SPECIAL PROJECTS: $9,182 GRANTS AND SIMILAR AMOUNTS PAID: TOTAL: $19,863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROFESSIONAL FEES/OTHER PAYMENTS INDEPENDENT CONTRACTORS: ACCOUNTING SOFTWARE: $186 PROFESSIONAL FEES/OTHER PAYMENTS INDEPENDENT CONTRACTORS: PTA INSURANCE: $492 PROFESSIONAL FEES/OTHER PAYMENTS INDEPENDENT CONTRACTORS: BANK FEES: $13 PROFESSIONAL FEES/OTHER PAYMENTS INDEPENDENT CONTRACTORS: CREDIT CARD FEES: $168 PROFESSIONAL FEES/OTHER PAYMENTS INDEPENDENT CONTRACTORS: TOTAL: $859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PRINTING, PUBLICATIONS, POSTAGE, AND SHIPPING: PRINTING: $1,556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description;Amount^Conference Travel Expenses;949|Conference Registration Fees;811|Welcome Back Info Meeting;1443|Administrative;442|No Hassle;2628|Cultural Arts;189|Health and Safety;129|Literacy Programs and Incentives;1811|Super Scientist;444|Assemblies;2400|Stem Programs;300|Kona Ice;1175|Hospitality;3666^Total;16387^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10LINE 28: CULTURAL ARTS: $189 LINE 28: HEALTH & SAFETY: $129 LINE 28: LITERACY PROGRAM: $1,540 LINE 28: LITERACY INCENTIVES: $271 LINE 28: SUPER SCIENTIST: $444 LINE 28: ASSEMBLIES: $2,400 LINE 28: STEM: $300 LINE 28: SPECIAL PROJECTS: $9,182 LINE 28: TOTAL: $14,455 LINE 29: CLUB GRANTS: $2496 LINE 29: TEACHER GRANTS: $3,588 LINE 29: NATIONAL PTA GRANT: BE INTERNET AWESOME: $998 LINE 29: TOTAL: $7082 LINE 30: SCHOOL BULLETIN BOARDS: $103 LINE 30: PBIS - POSITIVE BEHAVIORAL INTERVENTIONS & SUPPORT: $3,497 LINE 30: KONA ICE: $1,175 LINE 30: TOTAL: $4,775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO MAKE EVERY CHILD'S POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN. TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN SCHOOL AND BRING A CLOSER RELATIONSHIP BETWEEN HOME AND SCHOOL, TEACHERS AND PARENTS. INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS: THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 6b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 6c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part III, Line (28-31)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part IV
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lori Arcomone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04079210444
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0592330813
ReturnHeader/Filer/PhoneNum04073205350
ReturnHeader/Filer/USAddress/AddressLine1Txt0425 TUSKAWILLA RD
ReturnHeader/Filer/USAddress/CityNm0WINTER SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-11-09T12:51:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$18.4$16.2$2.22
2024Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$28.6$19.0$9.62
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$30.2$38.7$8.50
2022Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$26.5$26.6$0.19
2021Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$32.1$29.9$2.21
2020Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$34.2$22.9$11.3
2019Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$26.6$36.2$9.57
2018Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$67.9$91.1$23.2
2017Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$72.2$72.0$0.22
2016Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$76.8$81.2$4.41
2015Detailed filing. Detailed filing data is available for this year.$42.3$0.00$42.3$89.5$73.7$15.8
2014Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$69.4$58.2$11.2
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$0.00$15.3$60.3$55.0$5.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.90$9.90$75.8$78.3$2.49
2011Summary only. Only limited summary data is available for this year.$12.4$0.00$35.8$39.9$4.11