Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2016 • EIN 59-2862963

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 25, 2016

Organization ProfileN/A
5959 South Magnolia AvenueOcala, FL 34474

(352) 291-4085

Siviq Scores

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

Liabilities / Assets

54th 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

54th 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

9th percentile

-43%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

9th percentile

-46%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

44th percentile

-2.6%

Faster revenue growth than 44% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$15,071

Down $13,070 (-46%) from 2015

Net Assets

$15,071

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin9th percentile

Revenue

Down

$30,388

Down $813 (-2.6%) from 2015

Expenses

Up

$43,458

Up $13,677 (+46%) from 2015

Net Income

Down

-$13,070

Down $14,490 (-1020%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$40K$30K$20K$10K$0Assets 2012: $33,052Liabilities 2012: $02012Assets 2013: $30,434Liabilities 2013: $02013Assets 2014: $26,651Liabilities 2014: $02014Assets 2015: $28,141Liabilities 2015: $02015Assets 2016: $15,071Liabilities 2016: $0Net Assets 2016: $15,0712016Assets 2017: $24,849Liabilities 2017: $0Net Assets 2017: $24,8492017Assets 2018: $18,307Liabilities 2018: $0Net Assets 2018: $18,3072018Assets 2019: $5,199Liabilities 2019: $0Net Assets 2019: $5,1992019

Highlighted filing

2016

Assets$15,071
Liabilities$0
Net Assets$15,071
Open 2016 Filing

Operations Trend

Revenue Growth44th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $44,960Expenses 2012: $37,764Net Income 2012: $7,1962012Revenue 2013: $27,309Expenses 2013: $29,927Net Income 2013: -$2,6182013Revenue 2014: $23,689Expenses 2014: $27,472Net Income 2014: -$3,7832014Revenue 2015: $31,201Expenses 2015: $29,781Net Income 2015: $1,4202015Revenue 2016: $30,388Expenses 2016: $43,458Net Income 2016: -$13,0702016Revenue 2017: $32,329Expenses 2017: $22,551Net Income 2017: $9,7782017Revenue 2018: $23,776Expenses 2018: $30,318Net Income 2018: -$6,5422018Revenue 2019: $27,219Expenses 2019: $41,577Net Income 2019: -$14,3582019

Highlighted filing

2016

Revenue$30,388
Expenses$43,458
Net Income-$13,070
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 25, 2016
Return Version
2015v2.1
Gross Receipts
$63,629
Mission and Program Overview

Mission

Child Advocacy

Program Services

DescriptionGrantsExpenses
Asset Allocation back to the teachers and Shady Hill Elementary to enrich the students' education opportunities at Shady Hill.$0$35,965
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diana ScroggiePresident-$0--
Tammy RumphVice President-$0--
Ashley GrayVice President-$0--
Tracy SchmittTreasurer-$0--
Ryan BennettPrincipal-$0--
Jessica TuryleySecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coupons for Education$8,753$8,753$6,063$2,690
Script$6,815$6,815$6,556$259
Total Events$34,613$34,613$24,724$9,889
Filing and Contact Details

Filer

Filer Name
Shady Hill Elementary PTA
EIN
59-2862963
Phone
3522914085
Address
5959 South Magnolia Avenue, Ocala, FL 34474

Signing Officer

Name
Tracy Schmitt
Title
Treasurer
Phone
3522914085
Signed
2016-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Duggan Joiner & Company CPA's
Address
334 NW 3rd Avenue, Ocala, FL 34475
Preparer
Jamie Hampy CPA
Phone
3527320171
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: Teacher Assistance. Grantee Name: Teachers at Shady Hill. Grantee Address: Magnolia Avenue Ocala, FL 34475. Amount Given: 35,965.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Administration and Operating Expense. Amount: 404. Description: Winner's Circle. Amount: 1,322. Description: Insurance. Amount: 479. Description: Teacher Appreciation. Amount: 3,142. Total to Form 990-EZ, line 16: 5,347.”

Raw XML Appendix188 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/CityNm0Ocala
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Diana Scroggie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tammy Rumph
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ashley Gray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tracy Schmitt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ryan Bennett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jessica Turyley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Principal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05347
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Asset Allocation back to the teachers and Shady Hill Elementary to enrich the students' education opportunities at Shady Hill.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035965
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt026763
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043458
IRS990EZ/TotalProgramServiceExpensesAmt035965
IRS990EZ/TotalRevenueAmt030388
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02925
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03786
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt060001
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt071329
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt065017
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt057899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt078479
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0332725
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0363925
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063626
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt074794
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt067942
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061685
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt095878
IRS990ScheduleA/Total509Grp/TotalAmt0363925
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063626
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt067942
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061685
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt095878
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0363925
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024724
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Coupons for Education
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Script
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08753
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06815
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019045
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034613
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08753
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06815
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019045
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034613
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09889
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012105
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024724
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06063
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06556
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Teacher Assistance. Grantee Name: Teachers at Shady Hill. Grantee Address: Magnolia Avenue Ocala, FL 34475. Amount Given: 35,965.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Administration and Operating Expense. Amount: 404. Description: Winner's Circle. Amount: 1,322. Description: Insurance. Amount: 479. Description: Teacher Appreciation. Amount: 3,142. Total to Form 990-EZ, line 16: 5,347.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Tracy Schmitt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03522914085
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shady Hill Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0SHAD
ReturnHeader/Filer/EIN0592862963
ReturnHeader/Filer/PhoneNum03522914085
ReturnHeader/Filer/USAddress/AddressLine1Txt05959 South Magnolia Avenue
ReturnHeader/Filer/USAddress/CityNm0Ocala
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034474
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591349759
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Duggan Joiner & Company CPA's
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0334 NW 3rd Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ocala
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034475
ReturnHeader/PreparerPersonGrp/PhoneNum03527320171
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jamie Hampy CPA
ReturnHeader/ReturnTs02016-09-07T09:21:14-05:00
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
$15,071
Liabilities
$0
Net assets
$15,071
Revenue
$30,388
Expenses
$43,458
Net income
-$13,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$27.2$41.6$14.4
2018Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$23.8$30.3$6.54
2017Detailed filing. Detailed filing data is available for this year.$24.8$0.00$24.8$32.3$22.6$9.78
2016Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$30.4$43.5$13.1
2015Summary only. Only limited summary data is available for this year.$28.1$0.00$31.2$29.8$1.42
2014Summary only. Only limited summary data is available for this year.$26.7$0.00$23.7$27.5$3.78
2013Summary only. Only limited summary data is available for this year.$30.4$0.00$27.3$29.9$2.62
2012Summary only. Only limited summary data is available for this year.$33.1$0.00$45.0$37.8$7.20