Civic Intelligence

PTA Florida Congress - Devon Aire K8 Center Ptsa

990EZ • Fiscal year 2018 • EIN 59-2448902

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 03, 2018

Organization ProfileN/A
10501 SW 122nd TerraceMiami, FL 33186

(305) 274-7100

Siviq Scores

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

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-73%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$50,154

Up $6,397 (+15%) from 2017

Net Assets

Up

$48,513

Up $4,756 (+11%) from 2017

Liabilities

$1,641

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin65th percentile

Revenue

Down

$41,877

Down $112,541 (-73%) from 2017

Expenses

Down

$37,121

Down $114,053 (-75%) from 2017

Net Income

Up

$4,756

Up $1,512 (+47%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$100K$50K$0Assets 2012: $3,636Liabilities 2012: $02012Assets 2013: $5,258Liabilities 2013: $02013Assets 2014: $7,650Liabilities 2014: $02014Assets 2015: $39,623Liabilities 2015: $0Net Assets 2015: $39,6232015Assets 2016: $40,703Liabilities 2016: $0Net Assets 2016: $40,7032016Assets 2017: $43,757Net Assets 2017: $43,7572017Assets 2018: $50,154Liabilities 2018: $1,641Net Assets 2018: $48,5132018Assets 2020: $32,126Net Assets 2020: $32,1262020Assets 2021: $21,611Net Assets 2021: $21,6112021Assets 2022: $58,761Liabilities 2022: $60Net Assets 2022: $58,7012022Assets 2023: $66,504Liabilities 2023: $0Net Assets 2023: $66,5042023Assets 2024: $84,011Liabilities 2024: $0Net Assets 2024: $84,0112024Assets 2025: $98,911Liabilities 2025: $0Net Assets 2025: $98,9112025

Highlighted filing

2018

Assets$50,154
Liabilities$1,641
Net Assets$48,513
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: -$69Expenses 2012: $0Net Income 2012: -$692012Revenue 2013: $1,622Expenses 2013: $0Net Income 2013: $1,6222013Revenue 2014: $134,944Expenses 2014: $142,548Net Income 2014: -$7,6042014Revenue 2015: $231,302Expenses 2015: $120,188Net Income 2015: $111,1142015Revenue 2016: $176,348Expenses 2016: $158,132Net Income 2016: $18,2162016Revenue 2017: $154,418Expenses 2017: $151,174Net Income 2017: $3,2442017Revenue 2018: $41,877Expenses 2018: $37,121Net Income 2018: $4,7562018Revenue 2020: $20,421Expenses 2020: $23,247Net Income 2020: -$2,8262020Revenue 2021: $16,496Expenses 2021: $27,011Net Income 2021: -$10,5152021Revenue 2022: $200,104Expenses 2022: $163,471Net Income 2022: $36,6332022Revenue 2023: $180,536Expenses 2023: $173,971Net Income 2023: $6,5652023Revenue 2024: $201,349Expenses 2024: $184,012Net Income 2024: $17,3372024Revenue 2025: $195,448Expenses 2025: $180,703Net Income 2025: $14,7452025

Highlighted filing

2018

Revenue$41,877
Expenses$37,121
Net Income$4,756
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 3, 2018
Return Version
2017v2.3
Gross Receipts
$135,704
Mission and Program Overview

Mission

To assist students and teachers to achieve maximum education

Program Services

DescriptionGrantsExpenses
TO ASSIST STUDENTS AND TEACHERS TO ACHIEVE MAXIMUM EDUCATION-$35,393
SUCCESSFULLY ADVOCATING AND FULLFILLING STUDENT NEEDS. NUMBER OF STUDENTS AND STAFF SERVICED IS 1600.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
XANU LEETreasurer-$0--
RENEE RIMLANDPresident-$0--
MONICA LEONVice Preside-$0--
MELISSA MORALESVice Preside-$0--
DIANA TRONCOSOVice Preside-$0--
JUDY KALLIECHARANRecording Se-$0--
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
59-2448902
Phone
3052747100
Address
10501 SW 122ND TERRACE, MIAMI, FL 33186

Signing Officer

Name
Xanu Lee
Title
Treasurer
Phone
3052747100
Signed
2018-12-03

Preparer

Firm
Ksdt & Co LLC
Address
9300 S DADELAND BLVD STE 600, MIAMI, FL 33156-2721
Preparer
Jeffrey Taraboulos CPA
Phone
3056703370
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses state/national pta dues 150 administrative 1,728 insurance 150 classroom enhancement 8,788 volunteer appreciation 400 curriculum support 8,704 red ribbon week 1,009 teacher appreciation 7,418 school improvement 4,791 hospitality 3,872 community service 26 safety 85 total 37,121”

Form 990-ez, Part II, Line 26

“DEFERRED EXPENSE 0 1,641”

Form 990-ez, Part III, Line 31

“To assist students and teachers to achieve maximum education”

Raw XML Appendix148 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/PersonNm0XANU LEE
IRS990EZ/BooksInCareOfDetail/PhoneNum03052747100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010501 SW 122ND AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033186
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043757
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050154
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0433
IRS990EZ/CostOfGoodsSoldAmt049042
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04756
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043757
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050154
IRS990EZ/FundraisingGrossIncomeAmt067149
IRS990EZ/GrossProfitLossSlsOfInvntryAmt015738
IRS990EZ/GrossReceiptsAmt0135704
IRS990EZ/GrossSalesOfInventoryAmt064780
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03342
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043757
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048513
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043757
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048513
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/PersonNm0XANU LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RENEE RIMLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MONICA LEON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA MORALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DIANA TRONCOSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JUDY KALLIECHARAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037121
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST STUDENTS AND TEACHERS TO ACHIEVE MAXIMUM EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUCCESSFULLY ADVOCATING AND FULLFILLING STUDENT NEEDS. NUMBER OF STUDENTS AND STAFF SERVICED IS 1600.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO ASSIST STUDENTS AND TEACHERS TO ACHIEVE MAXIMUM EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035393
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt044785
IRS990EZ/SpecialEventsNetIncomeLossAmt022364
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01641
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037121
IRS990EZ/TotalProgramServiceExpensesAmt035393
IRS990EZ/TotalRevenueAmt041877
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0433
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07188
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0135271
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0147663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0282934
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0290122
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0135704
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0154418
IRS990ScheduleA/Total509Grp/TotalAmt0290122
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0135704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0154418
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0290122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES STATE/NATIONAL PTA DUES 150 ADMINISTRATIVE 1,728 INSURANCE 150 CLASSROOM ENHANCEMENT 8,788 VOLUNTEER APPRECIATION 400 CURRICULUM SUPPORT 8,704 RED RIBBON WEEK 1,009 TEACHER APPRECIATION 7,418 SCHOOL IMPROVEMENT 4,791 HOSPITALITY 3,872 COMMUNITY SERVICE 26 SAFETY 85 TOTAL 37,121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEFERRED EXPENSE 0 1,641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO ASSIST STUDENTS AND TEACHERS TO ACHIEVE MAXIMUM EDUCATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0XANU LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03052747100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DEVON AIRE K8 PTSA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0592448902
ReturnHeader/Filer/PhoneNum03052747100
ReturnHeader/Filer/USAddress/AddressLine1Txt010501 SW 122ND TERRACE
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033186
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId009FCBAD1F1B18BF6E7BD1781D52BB2E15C0503C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId009FCBAD1F1B18BF6E7BD1781D52BB2E15C0503C2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.121.18.94
ReturnHeader/FilingSecurityInformation/IPDt02018-12-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:10:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260547877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KSDT & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09300 S DADELAND BLVD STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331562721
ReturnHeader/PreparerPersonGrp/PhoneNum03056703370
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY TARABOULOS CPA
ReturnHeader/ReturnTs02018-12-17T13:10:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,154
Liabilities
$1,641
Net assets
$48,513
Revenue
$41,877
Expenses
$37,121
Net income
$4,756
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$1.95$1.81$0.15
2024Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$2.01$1.84$0.17
2023Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$1.81$1.74$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$2.00$1.63$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.22$0.16$0.27$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.32$0.20$0.23$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.02$0.49$0.42$0.37$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.44$1.54$1.51$0.03
2016Summary only. Only limited summary data is available for this year.$0.41$0.00$0.41$1.76$1.58$0.18
2015Summary only. Only limited summary data is available for this year.$0.40$0.00$0.40$2.31$1.20$1.11
2014Summary only. Only limited summary data is available for this year.$0.08$0.00$1.35$1.43$0.08
2013Summary only. Only limited summary data is available for this year.$0.05$0.00$0.02$0.00$0.02
2012Summary only. Only limited summary data is available for this year.$0.04$0.00$0.00$0.00$0.00