Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2023 • EIN 59-2830795

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

Organization Profile
3535 Culbreath RdValrico, FL 33596

(813) 744-8190

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

70th percentile

17%

Higher net margin than 70% 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

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

25th percentile

-20%

Faster revenue growth than 25% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$54,091

Up $7,810 (+17%) from 2022

Net Assets

Up

$54,091

Up $7,810 (+17%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin70th percentile

Revenue

Down

$46,828

Down $11,948 (-20%) from 2022

Expenses

Down

$39,018

Down $8,224 (-17%) from 2022

Net Income

Down

$7,810

Down $3,724 (-32%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$80K$60K$40K$20K$0Assets 2011: $17,892Liabilities 2011: $02011Assets 2018: $10,433Liabilities 2018: $0Net Assets 2018: $10,4332018Assets 2019: $25,141Liabilities 2019: $0Net Assets 2019: $25,1412019Assets 2020: $41,867Liabilities 2020: $0Net Assets 2020: $41,8672020Assets 2021: $34,747Liabilities 2021: $0Net Assets 2021: $34,7472021Assets 2022: $46,281Liabilities 2022: $0Net Assets 2022: $46,2812022Assets 2023: $54,091Liabilities 2023: $0Net Assets 2023: $54,0912023Assets 2024: $74,797Liabilities 2024: $0Net Assets 2024: $74,7972024

Highlighted filing

2023

Assets$54,091
Liabilities$0
Net Assets$54,091
Open 2023 Filing

Operations Trend

Revenue Growth25th percentile

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

$100K$50K$0-$50KRevenue 2011: $21,909Expenses 2011: $24,936Net Income 2011: -$3,0272011Revenue 2018: $50,386Expenses 2018: $45,138Net Income 2018: $5,2482018Revenue 2019: $55,440Expenses 2019: $40,755Net Income 2019: $14,6852019Revenue 2020: $50,543Expenses 2020: $33,817Net Income 2020: $16,7262020Revenue 2021: $21,983Expenses 2021: $29,103Net Income 2021: -$7,1202021Revenue 2022: $58,776Expenses 2022: $47,242Net Income 2022: $11,5342022Revenue 2023: $46,828Expenses 2023: $39,018Net Income 2023: $7,8102023Revenue 2024: $78,652Expenses 2024: $57,946Net Income 2024: $20,7062024

Highlighted filing

2023

Revenue$46,828
Expenses$39,018
Net Income$7,810
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$46,828
Mission and Program Overview

Mission

Educational and Charitable; Provide support to children, school, staff, parents, and the community by enhancing school programs and improvements.

Supporting all children to reach their full potential in school including enhancing school equipment and providing support and programs to children, school staff, parents and the community.

Program Services

DescriptionGrantsExpenses
School Improvement and Program expenses: $13782 in expenses for school improvement including academic enrichment, purchasing equipment and supplies not provided by county or state education funds; $28456 for Family and Community Services including parent education programs, school and community functions and events; $3548 for School Staff Support including hospitality and teacher appreciation. Additionally, $1657 in expenses for association administrative and operating costs including supplies, bookkeeping software, etc.$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer WalkerPresidentPT$0--
Katherine FredlundTreasurerPT$0--
Chrystal JonesSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
59-2830795
Phone
8137448190
Address
3535 Culbreath Rd, Valrico, FL 33596

Signing Officer

Name
Katherine Fredlund
Title
Treasurer
Phone
8137448190
Signed
2023-11-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Administrative and Operating Expense $2,273.43 Family and Community Events $22,929.00 School Supplies and Staff Support $12,062.33”

Raw XML Appendix156 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Katherine Fredlund
IRS990EZ/BooksInCareOfDetail/PhoneNum08137448190
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03535 Culbreath Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Valrico
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033596
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046281
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054091
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt015500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt07810
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
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IRS990EZ/FundraisingGrossIncomeAmt014369
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt046828
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046281
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054091
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046281
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054091
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Walker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Katherine Fredlund
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Chrystal Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt039018
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Supporting all children to reach their full potential in school including enhancing school equipment and providing support and programs to children, school staff, parents and the community.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt016959
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0School Improvement and Program expenses: $13782 in expenses for school improvement including academic enrichment, purchasing equipment and supplies not provided by county or state education funds; $28456 for Family and Community Services including parent education programs, school and community functions and events; $3548 for School Staff Support including hospitality and teacher appreciation. Additionally, $1657 in expenses for association administrative and operating costs including supplies, bookkeeping software, etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt014369
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt039018
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt046828
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt046828
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt061872
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt061873
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt062392
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0257689
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0257689
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046828
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061872
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt024724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061873
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062392
IRS990ScheduleA/Total509Grp/TotalAmt0257689
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt046828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061872
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt024724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061873
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt062392
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0257689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Administrative and Operating Expense $2,273.43 Family and Community Events $22,929.00 School Supplies and Staff Support $12,062.33
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine Fredlund
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08137448190
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0592830795
ReturnHeader/Filer/PhoneNum08137448190
ReturnHeader/Filer/USAddress/AddressLine1Txt03535 Culbreath Rd
ReturnHeader/Filer/USAddress/CityNm0Valrico
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033596
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-11-15T16:54:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,091
Liabilities
$0
Net assets
$54,091
Revenue
$46,828
Expenses
$39,018
Net income
$7,810
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$74.8$0.00$74.8$78.7$57.9$20.7
2023Detailed filing. Detailed filing data is available for this year.$54.1$0.00$54.1$46.8$39.0$7.81
2022Detailed filing. Detailed filing data is available for this year.$46.3$0.00$46.3$58.8$47.2$11.5
2021Detailed filing. Detailed filing data is available for this year.$34.7$0.00$34.7$22.0$29.1$7.12
2020Detailed filing. Detailed filing data is available for this year.$41.9$0.00$41.9$50.5$33.8$16.7
2019Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$55.4$40.8$14.7
2018Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$50.4$45.1$5.25
2011Summary only. Only limited summary data is available for this year.$17.9$0.00$21.9$24.9$3.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits

Scottsdale, AZ

View Organization

Global Solidarity

501(c)3 • NTEE Q33

Revenue$54,081
Assets$0

Revenue vs current organization

15% higher

Assets vs current organization

100% lower