Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2015 • EIN 59-2392717

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 20, 2015

Organization ProfileCARLTON W PALMORE ELEMENTARY
3725 Cleveland Heights BlvdLakeland, FL 33803-0216

(863) 648-3510

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

9th percentile

-42%

Higher net margin than 9% 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

15th percentile

-29%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$13,437

Down $5,491 (-29%) from 2014

Net Assets

Down

$13,437

Down $5,491 (-29%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin9th percentile

Revenue

Down

$21,313

Down $2,991 (-12%) from 2014

Expenses

Up

$30,355

Up $4,435 (+17%) from 2014

Net Income

Down

-$9,042

Down $7,426 (-460%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$30K$20K$10K$0Assets 2012: $20,005Liabilities 2012: $02012Assets 2013: $20,543Liabilities 2013: $02013Assets 2014: $18,928Liabilities 2014: $0Net Assets 2014: $18,9282014Assets 2015: $13,437Liabilities 2015: $0Net Assets 2015: $13,4372015

Highlighted filing

2015

Assets$13,437
Liabilities$0
Net Assets$13,437
Open 2015 Filing

Operations Trend

Revenue Growth31st percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2012: $26,104Expenses 2012: $29,551Net Income 2012: -$3,4472012Revenue 2013: $29,092Expenses 2013: $28,553Net Income 2013: $5392013Revenue 2014: $24,304Expenses 2014: $25,920Net Income 2014: -$1,6162014Revenue 2015: $21,313Expenses 2015: $30,355Net Income 2015: -$9,0422015

Highlighted filing

2015

Revenue$21,313
Expenses$30,355
Net Income-$9,042
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 20, 2015
Return Version
2014v5.0
Gross Receipts
$39,282
Mission and Program Overview

Mission

Parent teacher assocfor a public school

Program Services

DescriptionGrantsExpenses
THE PTA PAID FOR PROGRAMS SUPPLIES AND EDUCATIONAL TOOLS TO ENHANCE THE EDUCATIONAL EXPERIENCE OF THE STUDENTS OF CARLTON PALMORE ELEMENTARY-$25,512
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINA MANSKERPresidentPT$0--
MONICA PHILIPSEN1st Vice PresidentPT$0--
TERESA OBRIEN2nd Vice PresidentPT$0--
JOHN MULLINSTreasurerPT$0--
JAMIE DRAKESecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Festiva$10,222$10,222$2,539$7,683
Cookie Sale$7,210$7,210$4,326$2,884
Total Events$38,531$38,531$17,969$20,562
Filing and Contact Details

Filer

Filer Name
Carlton W Palmore Elementary School Pta
EIN
59-2392717
Address
3725 CLEVELAND HEIGHTS BLVD, LAKELAND, FL 33803-0216

Signing Officer

Name
John Mullins
Title
Treasurer
Signed
2015-10-20
Discuss with paid preparer
No

Preparer

Firm
Family Tax Services LLC
Address
PO BOX 1072, Mulberry, FL 33860
Preparer
John Mullins
Phone
8636084865
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountprogram expenses 27,474”

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
CompensationExplanation/CompensationExplanationGrp/PersonNm0CHRISTINA MANSKER
CompensationExplanation/CompensationExplanationGrp/PersonNm1MONICA PHILIPSEN
CompensationExplanation/CompensationExplanationGrp/PersonNm2TERESA OBRIEN
CompensationExplanation/CompensationExplanationGrp/PersonNm3JOHN MULLINS
CompensationExplanation/CompensationExplanationGrp/PersonNm4JAMIE DRAKE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0NO COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1NO COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2NO COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3NO COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt4NO COMPENSATION
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN MULLINS
IRS990EZ/BooksInCareOfDetail/PhoneNum08636483510
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03725 CLEVELAND HEIGHTS BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0338030216
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022479
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013437
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0306
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9042
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022479
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013437
IRS990EZ/FundraisingGrossIncomeAmt038531
IRS990EZ/GrossReceiptsAmt039282
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0445
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022479
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013437
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022479
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013437
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
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/PersonNm0CHRISTINA MANSKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MONICA PHILIPSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERESA OBRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN MULLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMIE DRAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt027474
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ASSOCFOR A PUBLIC SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt02881
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTA PAID FOR PROGRAMS SUPPLIES AND EDUCATIONAL TOOLS TO ENHANCE THE EDUCATIONAL EXPERIENCE OF THE STUDENTS OF CARLTON PALMORE ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025512
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017969
IRS990EZ/SpecialEventsNetIncomeLossAmt020562
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030355
IRS990EZ/TotalProgramServiceExpensesAmt025512
IRS990EZ/TotalRevenueAmt021313
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt098
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0177
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0381
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0502
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01909
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038531
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053592
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053592
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt042488
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt046526
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0234729
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0236638
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039282
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053690
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053769
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt042869
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047028
IRS990ScheduleA/Total509Grp/TotalAmt0236638
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039282
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt053690
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053770
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt042872
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt047033
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0236647
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017969
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FESTIVA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COOKIE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010222
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021099
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038531
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010222
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt021099
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038531
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020562
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011104
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017969
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02539
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04326
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/LicensedStatesCd0FL
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPROGRAM EXPENSES 27,474
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MULLINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARLTON W PALMORE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0592392717
ReturnHeader/Filer/USAddress/AddressLine1Txt03725 CLEVELAND HEIGHTS BLVD
ReturnHeader/Filer/USAddress/CityNm0LAKELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0338030216
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264040528
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FAMILY TAX SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1072
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mulberry
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033860
ReturnHeader/PreparerPersonGrp/PhoneNum08636084865
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Mullins
ReturnHeader/ReturnTs02015-10-20T11:35:32-04:00
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
$13,437
Liabilities
$0
Net assets
$13,437
Revenue
$21,313
Expenses
$30,355
Net income
-$9,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$21.3$30.4$9.04
2014Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$24.3$25.9$1.62
2013Summary only. Only limited summary data is available for this year.$20.5$0.00$29.1$28.6$0.54
2012Summary only. Only limited summary data is available for this year.$20.0$0.00$26.1$29.6$3.45
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits