Civic Intelligence

PTA Florida Congress Lake Mary Elementary PTA

990EZ • Fiscal year 2016 • EIN 59-2834899

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 17, 2017

Organization ProfileLMEPTA.NET
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

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

63rd percentile

9.9%

Faster asset growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-33%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$66,487

Up $5,979 (+9.9%) from 2015

Net Assets

Up

$66,487

Up $5,979 (+9.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin79th percentile

Revenue

Down

$25,995

Down $13,023 (-33%) from 2015

Expenses

Up

$20,016

Up $211 (+1.1%) from 2015

Net Income

Down

$5,979

Down $13,234 (-69%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

2016

Assets$66,487
Liabilities$0
Net Assets$66,487
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

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

2016

Revenue$25,995
Expenses$20,016
Net Income$5,979
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 17, 2017
Return Version
2015v3.0
Gross Receipts
$90,408
Mission and Program Overview

Mission

PTA

Program Services

DescriptionGrantsExpenses
FINANCIAL SUPPORT OF LAKE MARY ELEMENTARY SCHOOL ACTIVITIES-$16,349
Compensation and Service Providers
Top Officer Pay75th percentile

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
Boosterthon$40,145$40,145-$40,145
Fall Fundrai$24,104$24,104-$24,104
Total Events$88,145$88,145-$88,145
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
2017-08-17
Discuss with paid preparer
No

Preparer

Firm
Michael P Mcgovern CPA
Address
446 LAKESHORE DRIVE, Lake Mary, FL 32746
Preparer
Mike McGovern
Phone
4079284972
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountInsurance 470Membership 2,487Program Expenses 16,349Bank Fees 254”

Raw XML Appendix163 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/PersonNm0Brian Donohue
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/BOYAmt060508
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066487
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05979
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060508
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066487
IRS990EZ/FundraisingGrossIncomeAmt088144
IRS990EZ/GrossReceiptsAmt090408
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0993
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060508
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066487
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060508
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066487
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/OtherExpensesTotalAmt019560
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA
IRS990EZ/PrintingPublicationsPostageAmt0456
IRS990EZ/ProgramServiceRevenueAmt01271
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FINANCIAL SUPPORT OF LAKE MARY ELEMENTARY SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016349
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt064413
IRS990EZ/SpecialEventsNetIncomeLossAmt023731
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020016
IRS990EZ/TotalProgramServiceExpensesAmt016349
IRS990EZ/TotalRevenueAmt025995
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0993
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01576
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014017
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt088627
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0104161
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt093769
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064418
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt058377
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0409352
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0423369
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt089620
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0109383
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt098814
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065599
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt059953
IRS990ScheduleA/Total509Grp/TotalAmt0423369
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt089620
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0109383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt098814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065599
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt059953
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0423369
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundrai
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024104
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt040145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt023896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt088145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024104
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt040145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt023896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt088145
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt088145
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountInsurance 470Membership 2,487Program Expenses 16,349Bank Fees 254
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Amanda Burkhart
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04073205650
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-17
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL P MCGOVERN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0446 LAKESHORE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Mary
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032746
ReturnHeader/PreparerPersonGrp/PhoneNum04079284972
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mike McGovern
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-05T12:56:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,487
Liabilities
$0
Net assets
$66,487
Revenue
$25,995
Expenses
$20,016
Net income
$5,979
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