Civic Intelligence

PTA Florida Congress - Palm Lake Elementary PTA

990EZ • Fiscal year 2017 • EIN 59-2910944

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization Profilewww.plamlakepta.com
8000 Pin Oak DriveOrlando, FL 32819

(407) 354-2610

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

36th percentile

-1.9%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

36th percentile

-4.3%

Faster asset growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$19,195

Down $859 (-4.3%) from 2016

Net Assets

$19,195

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin36th percentile

Revenue

Up

$44,554

Up $5,758 (+15%) from 2016

Expenses

Up

$45,413

Up $6,108 (+16%) from 2016

Net Income

Down

-$859

Down $350 (-69%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$100K$50K$0Assets 2012: $12,692Liabilities 2012: $19Net Assets 2012: $12,6922012Assets 2014: $20,606Liabilities 2014: $02014Assets 2015: $20,563Liabilities 2015: $02015Assets 2016: $20,054Liabilities 2016: $02016Assets 2017: $19,195Liabilities 2017: $0Net Assets 2017: $19,1952017Assets 2018: $12,166Liabilities 2018: $0Net Assets 2018: $12,1662018Assets 2019: $33,574Liabilities 2019: $0Net Assets 2019: $33,5742019Assets 2020: $40,829Liabilities 2020: $0Net Assets 2020: $40,8292020Assets 2021: $28,485Liabilities 2021: $0Net Assets 2021: $28,4852021Assets 2022: $44,601Liabilities 2022: $0Net Assets 2022: $44,6012022Assets 2023: $49,877Liabilities 2023: $0Net Assets 2023: $49,8772023Assets 2024: $93,939Liabilities 2024: $0Net Assets 2024: $93,9392024Assets 2025: $98,022Liabilities 2025: $0Net Assets 2025: $98,0222025

Highlighted filing

2017

Assets$19,195
Liabilities$0
Net Assets$19,195
Open 2017 Filing

Operations Trend

Revenue Growth68th percentile

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

$100K$50K$0-$50KRevenue 2012: $73,212Expenses 2012: $68,938Net Income 2012: $4,2742012Revenue 2014: $73,067Expenses 2014: $67,624Net Income 2014: $5,4432014Revenue 2015: $49,950Expenses 2015: $49,963Net Income 2015: -$132015Revenue 2016: $38,796Expenses 2016: $39,305Net Income 2016: -$5092016Revenue 2017: $44,554Expenses 2017: $45,413Net Income 2017: -$8592017Revenue 2018: $55,976Expenses 2018: $63,007Net Income 2018: -$7,0312018Revenue 2019: $56,223Expenses 2019: $34,923Net Income 2019: $21,3002019Revenue 2020: $30,970Expenses 2020: $23,715Net Income 2020: $7,2552020Revenue 2021: $16,984Expenses 2021: $29,328Net Income 2021: -$12,3442021Revenue 2022: $66,303Expenses 2022: $50,187Net Income 2022: $16,1162022Revenue 2023: $77,525Expenses 2023: $72,249Net Income 2023: $5,2762023Revenue 2024: $94,885Expenses 2024: $50,823Net Income 2024: $44,0622024Revenue 2025: $36,868Expenses 2025: $32,785Net Income 2025: $4,0832025

Highlighted filing

2017

Revenue$44,554
Expenses$45,413
Net Income-$859
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$57,283
Mission and Program Overview

Mission

Volunteer organization, supporting the students and staff programing at the school and also providing community outreach.

Program Services

DescriptionGrantsExpenses
Providing program support to the school and students.$6,706$4,902
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie JacobsPresidentPT$0--
Gaby SpellerVice PresidentPT$0--
Christina GroschTreasurerPT$0--
Tina LaurillaSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
PTA FLORIDA CONGRESS- Palm Lake Elementary
EIN
59-2910944
Phone
4073542610
Address
8000 Pin Oak Drive, Orlando, FL 32819

Signing Officer

Name
Marcy Ready
Title
President
Phone
4073542610
Signed
2017-11-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 1

“School fundraiser, donations by parents and teachers.”

Form 990-EZ, Part I, Line 10

“Teacher Grants - $6706 Classroom supplies, associated expenses for student development Accelerated Reader Investment - $4902 Technology Investments - $15, 430 Ipads, carts Staff Recognition - $448 Wilderness trail - $8,325 Insurance and Dues- $395 PTA functions and hospitality- $1110 Bank Charges - $341 PTA supplies - $845”

Form 990-EZ, Part I, Line 20

“No other changes to net assets.”

Raw XML Appendix181 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Palm Lake Elementary School PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum04073542610
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08000 Pin Oak Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Orlando
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032819
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020054
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019195
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt037130
IRS990EZ/CostOfGoodsSoldAmt05262
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-859
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020054
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019195
IRS990EZ/FundraisingGrossIncomeAmt012895
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt045413
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01025
IRS990EZ/GrossReceiptsAmt057283
IRS990EZ/GrossSalesOfInventoryAmt06287
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0971
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020054
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019195
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020054
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019195
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jamie Jacobs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Gaby Speller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Christina Grosch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tina Laurilla
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Volunteer organization, supporting the students and staff programing at the school and also providing community outreach.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Providing program support to the school and students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06706
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04902
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt07467
IRS990EZ/SpecialEventsNetIncomeLossAmt05428
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt045413
IRS990EZ/TotalProgramServiceExpensesAmt04902
IRS990EZ/TotalRevenueAmt044554
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.plamlakepta.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt035782
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034636
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt070418
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportPY170Pct00
IRS990ScheduleA/PublicSupportTotal170Amt070418
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt035782
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034636
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt070418
IRS990ScheduleA/TotalSupportAmt070418
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0School fundraiser, donations by parents and teachers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teacher Grants - $6706 Classroom supplies, associated expenses for student development Accelerated Reader Investment - $4902 Technology Investments - $15, 430 Ipads, carts Staff Recognition - $448 Wilderness trail - $8,325 Insurance and Dues- $395 PTA functions and hospitality- $1110 Bank Charges - $341 PTA supplies - $845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No other changes to net assets.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReasonableCauseExplanation/ExplanationTxt0Filed on due date. All new board this year for the PTA, just found out about this a few days ago.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Marcy Ready
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04073542610
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS- Palm Lake Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0592910944
ReturnHeader/Filer/PhoneNum04073542610
ReturnHeader/Filer/USAddress/AddressLine1Txt08000 Pin Oak Drive
ReturnHeader/Filer/USAddress/CityNm0Orlando
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032819
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.7.208.39
ReturnHeader/ReturnTs02017-11-15T10:11:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,195
Liabilities
$0
Net assets
$19,195
Revenue
$44,554
Expenses
$45,413
Net income
-$859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$98.0$0.00$98.0$36.9$32.8$4.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$93.9$0.00$93.9$94.9$50.8$44.1
2023Detailed filing. Detailed filing data is available for this year.$49.9$0.00$49.9$77.5$72.2$5.28
2022Detailed filing. Detailed filing data is available for this year.$44.6$0.00$44.6$66.3$50.2$16.1
2021Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$17.0$29.3$12.3
2020Detailed filing. Detailed filing data is available for this year.$40.8$0.00$40.8$31.0$23.7$7.26
2019Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$56.2$34.9$21.3
2018Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$56.0$63.0$7.03
2017Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$44.6$45.4$0.86
2016Summary only. Only limited summary data is available for this year.$20.1$0.00$38.8$39.3$0.51
2015Summary only. Only limited summary data is available for this year.$20.6$0.00$50.0$50.0$0.01
2014Summary only. Only limited summary data is available for this year.$20.6$0.00$73.1$67.6$5.44
2012Summary only. Only limited summary data is available for this year.$12.7$0.02$12.7$73.2$68.9$4.27