Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2015 • EIN 59-2344281

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

Organization ProfileN/A
150 N Mccall RdEnglewood, FL 34223

(941) 474-1322

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

15th percentile

-21%

Higher net margin than 15% 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

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$47,111

Down $10,761 (-19%) from 2014

Net Assets

Down

$47,111

Down $10,761 (-19%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin15th percentile

Revenue

Down

$51,472

Down $6,499 (-11%) from 2014

Expenses

Up

$62,233

Up $24,007 (+63%) from 2014

Net Income

Down

-$10,761

Down $30,506 (-154%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$150K$100K$50K$0Assets 2011: $27,025Liabilities 2011: $02011Assets 2012: $39,140Net Assets 2012: $39,1402012Assets 2013: $38,127Liabilities 2013: $0Net Assets 2013: $38,1272013Assets 2014: $57,872Liabilities 2014: $0Net Assets 2014: $57,8722014Assets 2015: $47,111Liabilities 2015: $0Net Assets 2015: $47,1112015Assets 2016: $34,239Liabilities 2016: $0Net Assets 2016: $34,2392016Assets 2017: $33,785Liabilities 2017: $0Net Assets 2017: $33,7852017Assets 2018: $48,099Liabilities 2018: $0Net Assets 2018: $48,0992018Assets 2019: $53,993Liabilities 2019: $0Net Assets 2019: $53,9932019Assets 2021: $86,105Liabilities 2021: $0Net Assets 2021: $86,1052021Assets 2022: $100,380Liabilities 2022: $0Net Assets 2022: $100,3802022Assets 2023: $96,147Liabilities 2023: $0Net Assets 2023: $96,1472023Assets 2024: $105,182Liabilities 2024: $0Net Assets 2024: $105,1822024Assets 2025: $90,362Liabilities 2025: $0Net Assets 2025: $90,3622025

Highlighted filing

2015

Assets$47,111
Liabilities$0
Net Assets$47,111
Open 2015 Filing

Operations Trend

Revenue Growth32nd percentile

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

$100K$50K$0-$50KRevenue 2011: $29,040Expenses 2011: $23,140Net Income 2011: $5,9002011Revenue 2012: $48,293Expenses 2012: $36,178Net Income 2012: $12,1152012Revenue 2013: $47,032Expenses 2013: $48,045Net Income 2013: -$1,0132013Revenue 2014: $57,971Expenses 2014: $38,226Net Income 2014: $19,7452014Revenue 2015: $51,472Expenses 2015: $62,233Net Income 2015: -$10,7612015Revenue 2016: $51,569Expenses 2016: $64,441Net Income 2016: -$12,8722016Revenue 2017: $60,553Expenses 2017: $61,007Net Income 2017: -$4542017Revenue 2018: $70,113Expenses 2018: $55,799Net Income 2018: $14,3142018Revenue 2019: $64,694Expenses 2019: $58,800Net Income 2019: $5,8942019Revenue 2021: $57,384Expenses 2021: $36,848Net Income 2021: $20,5362021Revenue 2022: $69,515Expenses 2022: $55,240Net Income 2022: $14,2752022Revenue 2023: $59,190Expenses 2023: $63,423Net Income 2023: -$4,2332023Revenue 2024: $79,349Expenses 2024: $70,314Net Income 2024: $9,0352024Revenue 2025: $68,708Expenses 2025: $83,528Net Income 2025: -$14,8202025

Highlighted filing

2015

Revenue$51,472
Expenses$62,233
Net Income-$10,761
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$84,001
Mission and Program Overview

Mission

Educational enhancement at englewood elementary school

Program Services

DescriptionGrantsExpenses
SUPPORT SCHOOL PROGRAMS SUCH AS CLASSROOM TRIPS & PROGRAMS, SCHOOL INITIATIVE PROJECT AND OTHER ENRICHMENT PROGRAMS-$42,020
FAMILY READING NIGHT & CELEBRATIONS FOR CHILDREN TO ENHANCE READING SKILLS & REWARD STUDENTS FOR MEETING THEIR READING GOALS EACH QUARTER-$10,250
RECOGNITION OF CHILDREN, TEACHERS & VOLUNTEERS FOR THEIR ACHIEVEMENTS. PROVIDE DONUTS & MUFFINS FOR DADS' & MOMS' MORNING RECOGNITIONS-$6,861
SCHOLARSHIP TO LBHS STUDENT$500$500
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA CLOSETreasurer /-$0--
ANNA LUTZVP-$0--
KATHLEEN JAROSIKCurrent Trea-$0--
DANIELLE DOMKESecretary-$0--
NICOLE ROBERTSONAsst Secreta-$0--
JENNIFER HALEBusiness COO-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$83,713$83,713$32,529$51,184
Total Events$83,713$83,713$32,529$51,184
Filing and Contact Details

Filer

Filer Name
Englewood Elementary School
EIN
59-2344281
Phone
9414741322
Address
150 N MCCALL RD, ENGLEWOOD, FL 34223

Signing Officer

Name
Jessica Close
Title
Former Treasurer
Phone
9414741322
Signed
2016-05-13

Preparer

Firm
T H Comptrollers
Address
130 SHAMROCK BLVD, VENICE, FL 34292-1629
Preparer
Velynda F Wickerson CPA
Phone
9414844980
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses supplies 62 meetings/conferences 231 insurance 627 bank charges 31 miscellaneous 57 dues & subscriptions 548 contingency fund 807 reading celebration 10,250 recognitions/awards 6,861 school programs 42,020 total 61,494”

Form 990-ez, Part III, Line 31

“Scholarship to lbhs student”

Raw XML Appendix145 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/BusinessName/BusinessNameLine1Txt0EES PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum09414741322
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0150 N MCCALL RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ENGLEWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034223
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057872
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047111
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0264
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10761
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0107
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057872
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047111
IRS990EZ/FundraisingGrossIncomeAmt083713
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0500
IRS990EZ/GrossReceiptsAmt084001
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt024
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057872
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047111
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057872
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047111
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JESSICA CLOSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNA LUTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHLEEN JAROSIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIELLE DOMKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICOLE ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER HALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER /
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CURRENT TREA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASST SECRETA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BUSINESS COO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt061494
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL ENHANCEMENT AT ENGLEWOOD ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt0132
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FAMILY READING NIGHT & CELEBRATIONS FOR CHILDREN TO ENHANCE READING SKILLS & REWARD STUDENTS FOR MEETING THEIR READING GOALS EACH QUARTER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RECOGNITION OF CHILDREN, TEACHERS & VOLUNTEERS FOR THEIR ACHIEVEMENTS. PROVIDE DONUTS & MUFFINS FOR DADS' & MOMS' MORNING RECOGNITIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT SCHOOL PROGRAMS SUCH AS CLASSROOM TRIPS & PROGRAMS, SCHOOL INITIATIVE PROJECT AND OTHER ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3SCHOLARSHIP TO LBHS STUDENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16861
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt242020
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032529
IRS990EZ/SpecialEventsNetIncomeLossAmt051184
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062233
IRS990EZ/TotalProgramServiceExpensesAmt059631
IRS990EZ/TotalRevenueAmt051472
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0264
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0264
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt024
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt083713
IRS990ScheduleA/OtherIncome170Grp/TotalAmt083713
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00310
IRS990ScheduleA/PublicSupportTotal170Amt0264
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0264
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0264
IRS990ScheduleA/TotalSupportAmt083977
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032529
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt083713
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083713
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt083713
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt083713
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt051184
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032529
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt032529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 62 MEETINGS/CONFERENCES 231 INSURANCE 627 BANK CHARGES 31 MISCELLANEOUS 57 DUES & SUBSCRIPTIONS 548 CONTINGENCY FUND 807 READING CELEBRATION 10,250 RECOGNITIONS/AWARDS 6,861 SCHOOL PROGRAMS 42,020 TOTAL 61,494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIP TO LBHS STUDENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA CLOSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FORMER TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09414741322
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ENGLEWOOD ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT TEACHER ASSOC INC
ReturnHeader/Filer/BusinessNameControlTxt0ENGL
ReturnHeader/Filer/EIN0592344281
ReturnHeader/Filer/PhoneNum09414741322
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 N MCCALL RD
ReturnHeader/Filer/USAddress/CityNm0ENGLEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034223
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263044768
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0T H COMPTROLLERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 SHAMROCK BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VENICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342921629
ReturnHeader/PreparerPersonGrp/PhoneNum09414844980
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VELYNDA F WICKERSON CPA
ReturnHeader/ReturnTs02016-05-12T20:27:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,111
Liabilities
$0
Net assets
$47,111
Revenue
$51,472
Expenses
$62,233
Net income
-$10,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.69$0.84$0.15
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.79$0.70$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.59$0.63$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.70$0.55$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.57$0.37$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.65$0.59$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.70$0.56$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.61$0.61$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.52$0.64$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.51$0.62$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.58$0.38$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$0.47$0.48$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.39$0.48$0.36$0.12
2011Summary only. Only limited summary data is available for this year.$0.27$0.00$0.29$0.23$0.06