Civic Intelligence

PTA Florida Congress Lake Mary Elementary PTA

990EZ • Fiscal year 2015 • EIN 59-2834899

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 16, 2016

132 S Country Club RdLake Mary, FL 32746

(407) 320-5650

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

92nd percentile

49%

Higher net margin than 92% 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

83rd percentile

47%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

60th percentile

7.6%

Faster revenue growth than 60% of similar nonprofits.

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

Assets

Up

$60,508

Up $19,213 (+47%) from 2014

Net Assets

$60,508

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$39,018

Up $2,755 (+7.6%) from 2014

Expenses

Up

$19,805

Up $2,213 (+13%) from 2014

Net Income

Up

$19,213

Up $542 (+2.9%) from 2014

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $17,399Liabilities 2011: $02011Assets 2012: $37,898Liabilities 2012: $02012Assets 2013: $44,743Liabilities 2013: $02013Assets 2014: $41,295Liabilities 2014: $02014Assets 2015: $60,508Liabilities 2015: $0Net Assets 2015: $60,5082015Assets 2016: $66,487Liabilities 2016: $0Net Assets 2016: $66,4872016Assets 2017: $36,951Liabilities 2017: $02017Assets 2018: $30,279Liabilities 2018: $02018Assets 2019: $25,658Liabilities 2019: $02019Assets 2020: $16,726Liabilities 2020: $02020Assets 2021: $32,604Liabilities 2021: $0Net Assets 2021: $32,6042021Assets 2022: $64,886Liabilities 2022: $0Net Assets 2022: $64,8862022Assets 2023: $46,725Liabilities 2023: $0Net Assets 2023: $46,7252023Assets 2024: $75,031Liabilities 2024: $0Net Assets 2024: $75,0312024Assets 2025: $38,850Net Assets 2025: $38,8502025

Highlighted filing

2015

Assets$60,508
Liabilities$0
Net Assets$60,508

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $11,334Expenses 2011: $7,839Net Income 2011: $3,4952011Revenue 2012: $21,165Expenses 2012: $666Net Income 2012: $20,4992012Revenue 2013: $29,839Expenses 2013: $491Net Income 2013: $29,3482013Revenue 2014: $36,263Expenses 2014: $17,592Net Income 2014: $18,6712014Revenue 2015: $39,018Expenses 2015: $19,805Net Income 2015: $19,2132015Revenue 2016: $25,995Expenses 2016: $20,016Net Income 2016: $5,9792016Revenue 2017: $46,446Expenses 2017: $75,982Net Income 2017: -$29,5362017Revenue 2018: $45,501Expenses 2018: $52,173Net Income 2018: -$6,6722018Revenue 2019: $50,266Expenses 2019: $54,887Net Income 2019: -$4,6212019Revenue 2020: $44,165Expenses 2020: $53,213Net Income 2020: -$9,0482020Revenue 2021: $25,915Expenses 2021: $10,037Net Income 2021: $15,8782021Revenue 2022: $51,099Expenses 2022: $18,817Net Income 2022: $32,2822022Revenue 2023: $19,667Expenses 2023: $37,828Net Income 2023: -$18,1612023Revenue 2024: $93,353Expenses 2024: $65,047Net Income 2024: $28,3062024Revenue 2025: $46,026Expenses 2025: $82,207Net Income 2025: -$36,1812025

Highlighted filing

2015

Revenue$39,018
Expenses$19,805
Net Income$19,213
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 16, 2016
Return Version
2014v6.0
Gross Receipts
$109,383
Mission and Program Overview

Mission

PTA

Program Services

DescriptionGrantsExpenses
FINANCIAL SUPPORT OF LAKE MARY ELEMENTARY SCHOOL ACTIVITIES-$14,991
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda BurkhartPresidentPT$0--
Tauny KlauckVP Ways And MeansPT$0--
Debbie PappuVP Cultural ArtsPT$0--
Heather WestmanSecretaryPT$0--
Brian DonohueTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai$39,578$39,578-$39,578
Boosterthon$37,085$37,085-$37,085
Total Events$101,634$101,634-$101,634
Filing and Contact Details

Filer

Filer Name
Lake Mary Elementary PTA
EIN
59-2834899
Address
132 S Country Club Rd, Lake Mary, FL 32746

Signing Officer

Name
Amanda Burkhart
Title
President
Phone
4073205650
Signed
2016-02-16
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountInsurance 489Membership 3,155Program Expenses 14,990Bank Fees 186Donations 400

Raw XML Appendix155 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/PersonNm0Nancy Abrahams
IRS990EZ/BooksInCareOfDetail/PhoneNum04073205650
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0132 S Country Club Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lake Mary
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032746
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041295
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060508
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019213
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041295
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060508
IRS990EZ/FundraisingGrossIncomeAmt0101634
IRS990EZ/GrossReceiptsAmt0109383
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05222
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041295
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060508
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041295
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060508
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
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/PersonNm0Amanda Burkhart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tauny Klauck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Debbie Pappu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Heather Westman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brian Donohue
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Cultural Arts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt019220
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA
IRS990EZ/PrintingPublicationsPostageAmt0335
IRS990EZ/ProgramServiceRevenueAmt02527
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FINANCIAL SUPPORT OF LAKE MARY ELEMENTARY SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014991
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt070365
IRS990EZ/SpecialEventsNetIncomeLossAmt031269
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019805
IRS990EZ/TotalProgramServiceExpensesAmt014991
IRS990EZ/TotalRevenueAmt039018
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01576
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0104161
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt093769
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064418
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058377
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt065325
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0386050
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0402624
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0109383
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt098814
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065599
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059953
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068875
IRS990ScheduleA/Total509Grp/TotalAmt0402624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0109383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt098814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt065599
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059953
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068875
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0402624
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundrai
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039578
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt037085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt024971
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0101634
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039578
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt037085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt024971
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0101634
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0101634
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountInsurance 489Membership 3,155Program Expenses 14,990Bank Fees 186Donations 400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Amanda Burkhart
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04073205650
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Mary Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0592834899
ReturnHeader/Filer/USAddress/AddressLine1Txt0132 S Country Club Rd
ReturnHeader/Filer/USAddress/CityNm0Lake Mary
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032746
ReturnHeader/ReturnTs02016-02-16T17:11:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$38.9$38.9$46.0$82.2$36.2
2024Detailed filing. Detailed filing data is available for this year.$75.0$0.00$75.0$93.4$65.0$28.3
2023Detailed filing. Detailed filing data is available for this year.$46.7$0.00$46.7$19.7$37.8$18.2
2022Detailed filing. Detailed filing data is available for this year.$64.9$0.00$64.9$51.1$18.8$32.3
2021Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$25.9$10.0$15.9
2020Summary only. Only limited summary data is available for this year.$16.7$0.00$44.2$53.2$9.05
2019Summary only. Only limited summary data is available for this year.$25.7$0.00$50.3$54.9$4.62
2018Summary only. Only limited summary data is available for this year.$30.3$0.00$45.5$52.2$6.67
2017Summary only. Only limited summary data is available for this year.$37.0$0.00$46.4$76.0$29.5
2016Detailed filing. Detailed filing data is available for this year.$66.5$0.00$66.5$26.0$20.0$5.98
2015Detailed filing. Detailed filing data is available for this year.$60.5$0.00$60.5$39.0$19.8$19.2
2014Summary only. Only limited summary data is available for this year.$41.3$0.00$36.3$17.6$18.7
2013Summary only. Only limited summary data is available for this year.$44.7$0.00$29.8$0.49$29.3
2012Summary only. Only limited summary data is available for this year.$37.9$0.00$21.2$0.67$20.5
2011Summary only. Only limited summary data is available for this year.$17.4$0.00$11.3$7.84$3.50