Civic Intelligence

PTA Florida Congress-Wilson Elementary PTA

990EZ • Fiscal year 2023 • EIN 59-2438414

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 07, 2023

985 S Orange BlvdSanford, FL 32771

(407) 320-6950

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

83rd percentile

33%

Higher net margin than 83% 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

94th percentile

138%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

23rd percentile

-22%

Faster revenue growth than 23% of similar nonprofits.

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

Assets

Up

$55,622

Up $32,229 (+138%) from 2022

Net Assets

Up

$55,622

Up $32,229 (+138%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$96,954

Down $27,376 (-22%) from 2022

Expenses

Down

$64,725

Down $56,798 (-47%) from 2022

Net Income

Up

$32,229

Up $29,422 (+1048%) 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: $21,459Liabilities 2011: $0Net Assets 2011: $21,4592011Assets 2012: $22,787Liabilities 2012: $0Net Assets 2012: $22,7872012Assets 2013: $25,382Liabilities 2013: $0Net Assets 2013: $25,3822013Assets 2014: $16,123Net Assets 2014: $16,1232014Assets 2015: $34,134Net Assets 2015: $34,1342015Assets 2016: $15,528Net Assets 2016: $15,5282016Assets 2017: $34,670Net Assets 2017: $34,6702017Assets 2018: $27,477Net Assets 2018: $27,4772018Assets 2019: $30,944Net Assets 2019: $30,9442019Assets 2020: $39,492Liabilities 2020: $0Net Assets 2020: $39,4922020Assets 2021: $20,586Liabilities 2021: $0Net Assets 2021: $20,5862021Assets 2022: $23,393Liabilities 2022: $0Net Assets 2022: $23,3932022Assets 2023: $55,622Liabilities 2023: $0Net Assets 2023: $55,6222023Assets 2024: $40,741Liabilities 2024: $0Net Assets 2024: $40,7412024Assets 2025: $54,209Liabilities 2025: $0Net Assets 2025: $54,2092025

Highlighted filing

2023

Assets$55,622
Liabilities$0
Net Assets$55,622

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $26,555Expenses 2011: $17,589Net Income 2011: $8,9662011Expenses 2012: $21,8582012Revenue 2013: $20,895Expenses 2013: $18,300Net Income 2013: $2,5952013Revenue 2014: $11,603Expenses 2014: $20,862Net Income 2014: -$9,2592014Revenue 2015: $77,798Expenses 2015: $59,787Net Income 2015: $18,0112015Revenue 2016: $88,297Expenses 2016: $106,903Net Income 2016: -$18,6062016Revenue 2017: $95,657Expenses 2017: $76,515Net Income 2017: $19,1422017Revenue 2018: $91,527Expenses 2018: $98,720Net Income 2018: -$7,1932018Revenue 2019: $105,149Expenses 2019: $101,682Net Income 2019: $3,4672019Revenue 2020: $90,932Expenses 2020: $82,384Net Income 2020: $8,5482020Revenue 2021: $23,486Expenses 2021: $42,392Net Income 2021: -$18,9062021Revenue 2022: $124,330Expenses 2022: $121,523Net Income 2022: $2,8072022Revenue 2023: $96,954Expenses 2023: $64,725Net Income 2023: $32,2292023Revenue 2024: $88,115Expenses 2024: $102,996Net Income 2024: -$14,8812024Revenue 2025: $87,769Expenses 2025: $74,301Net Income 2025: $13,4682025

Highlighted filing

2023

Revenue$96,954
Expenses$64,725
Net Income$32,229
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$138,065
Mission and Program Overview

Mission

EDUCATIONAL/CHARTABLE

EDUCATIONALCHARTABLE

Program Services

DescriptionGrantsExpenses
SCHOOL PROGRAMS AND HOSPITALITY-$19,212
SCHOOL ENRICHMENT PROGRAMS-$12,071
SCHOOL PROJECTS-$6,648
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSANNAH KAPOORPresident-$0--
ERIN NICKELLVice President-$0--
JESSICA PEEBLESTreasurer-$0--
KENDYL PICARDRecording Secretary-$0--
ANGIE UNDERWOODCooresponding Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser----
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress-wilson Elementary Pta
EIN
59-2438414
Address
985 S ORANGE BLVD, SANFORD, FL 32771

Signing Officer

Name
Jessica Peebles
Title
Treasurer
Phone
4073206950
Signed
2023-11-07
Discuss with paid preparer
No

Preparer

Firm
Trapane Tax Service Corp
Address
9005 Cape Cod Road, Deland, FL 32724
Preparer
Christine Trapane
Phone
4077338801
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountBANK SERVICE CHARGES 30

Description of other expenses Part I line 16

Description AmountFIFTH GRADE EXPENSES 14,478WILSON PROJECTS 6,648PROGRAMS 6,595HOSPITALITY 12,617PTA LUNCHES 1,700SCHOOL ENRICHMENT 12,071ROOM PARENTS 151SPIRIT NIGHT EXPENSES 840SUMMER EXPO EXPENSE 84MEMBERSHIP SUPPLIES/COMMITTEE BADGE 137TEACHER GRANTS 3,160CHARTIABLE GIVINGS 485

Raw XML Appendix176 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/USAddress/CityNm0SANFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0566
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA PEEBLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KENDYL PICARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANGIE UNDERWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COORESPONDING SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt058966
IRS990EZ/OtherRevenueTotalAmt030
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONALCHARTABLE
IRS990EZ/PrintingPublicationsPostageAmt03988
IRS990EZ/ProgramServiceRevenueAmt014405
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL PROJECTS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt119212
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212071
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt011314
IRS990EZ/SpecialEventsNetIncomeLossAmt058222
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064725
IRS990EZ/TotalProgramServiceExpensesAmt037931
IRS990EZ/TotalRevenueAmt096954
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MYVLINK.ORG/WILSONPTA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014947
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt053001
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0128947
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0126388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0148377
IRS990ScheduleA/Total509Grp/TotalAmt0610212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0139086
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0148377
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBANK SERVICE CHARGES 30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountFIFTH GRADE EXPENSES 14,478WILSON PROJECTS 6,648PROGRAMS 6,595HOSPITALITY 12,617PTA LUNCHES 1,700SCHOOL ENRICHMENT 12,071ROOM PARENTS 151SPIRIT NIGHT EXPENSES 840SUMMER EXPO EXPENSE 84MEMBERSHIP SUPPLIES/COMMITTEE BADGE 137TEACHER GRANTS 3,160CHARTIABLE GIVINGS 485
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA PEEBLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04073206950
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS-WILSON ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0592438414
ReturnHeader/Filer/USAddress/AddressLine1Txt0985 S ORANGE BLVD
ReturnHeader/Filer/USAddress/CityNm0SANFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032771
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810927222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Trapane Tax Service Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09005 Cape Cod Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Deland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032724
ReturnHeader/PreparerPersonGrp/PhoneNum04077338801
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine Trapane
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-09T17:19:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JESSICA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PEEBLES
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.88$0.74$0.13
2024Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.88$1.03$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.97$0.65$0.32
2022Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.24$1.22$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.23$0.42$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.91$0.82$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.31$1.05$1.02$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.92$0.99$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.96$0.77$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.88$1.07$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.78$0.60$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.12$0.21$0.09
2013Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$0.21$0.18$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$0.22
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$0.27$0.18$0.09