Civic Intelligence

PTA Florida Congress - Palm Lake Elementary PTA

990EZ • Fiscal year 2019 • EIN 59-2910944

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 09, 2020

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

94th percentile

176%

Faster asset growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

49th percentile

0.4%

Faster revenue growth than 49% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$33,574

Up $21,408 (+176%) from 2018

Net Assets

Up

$33,574

Up $21,408 (+176%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$56,223

Up $247 (+0.4%) from 2018

Expenses

Down

$34,923

Down $28,084 (-45%) from 2018

Net Income

Up

$21,300

Up $28,331 (+403%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$33,574
Liabilities$0
Net Assets$33,574

Operations Trend

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

2019

Revenue$56,223
Expenses$34,923
Net Income$21,300
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 9, 2020
Return Version
2018v3.0
Gross Receipts
$82,767
Mission and Program Overview

Mission

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

We are a volunteer organization supporting the students and staff programming at Palm Lake Elementary School and also provide community outreach into the southwest area of Central Florida.

Program Services

DescriptionGrantsExpenses
Providing program support to Palm Lake Elementary School and its students and staff$26,267$8,656
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Catherine BrewerPresidentFT$0--
Ashley KennedyTreasurerPT$0--
Gaby SpellerVice PresidentPT$0--
Tabitha WhitleyVice PresidentPT$0--
Melissa PiccoloSecretaryPT$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
Ashley Kennedy
Title
Treasurer
Phone
4073107093
Signed
2020-06-09
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Total Grants are primarily attributable to the following: Accelerated Reader ($4,812), School Investment items ($3,756), Festival of the Arts (($3,360), Nature Trail ($92), Teacher & Staff Recognition ($5,654), Teacher Grants ($6,800), Technology Investment ($610) and Community Outreach ($1,183)

Form 990-EZ, Part I, Line 16

Description;Amount^Administrative expenses;3214|Misc Fundraiser Expenses;2005|Program Expenses;1038|Student Development Expenses;2399^Total;8656^

Form 990-EZ, Part I, Line 20

Description;Amount^Other;108^Total;108^

Raw XML Appendix179 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/PersonNm0Palm 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
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026267
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01620
IRS990EZ/GrossReceiptsAmt082767
IRS990EZ/GrossSalesOfInventoryAmt07301
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0871
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012166
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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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/PersonNm0Catherine Brewer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ashley Kennedy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gaby Speller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tabitha Whitley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Melissa Piccolo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0108
IRS990EZ/OtherExpensesTotalAmt08656
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0We are a volunteer organization supporting the students and staff programming at Palm Lake Elementary School and also provide community outreach into the southwest area of Central Florida.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Providing program support to Palm Lake Elementary School and its students and staff
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026267
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08656
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt020863
IRS990EZ/SpecialEventsNetIncomeLossAmt09661
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt034923
IRS990EZ/TotalProgramServiceExpensesAmt08656
IRS990EZ/TotalRevenueAmt056223
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.palmlakepta.com
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Contributions made up primarily of Fall Fundraiser income of $38,769
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, Line 1
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt044941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt046983
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt091924
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt027955
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt065781
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01
IRS990ScheduleA/InvestmentIncomeCYPct00.00001
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99999
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0157705
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082767
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt074938
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0157705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082768
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt074938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0157706
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Total Grants are primarily attributable to the following: Accelerated Reader ($4,812), School Investment items ($3,756), Festival of the Arts (($3,360), Nature Trail ($92), Teacher & Staff Recognition ($5,654), Teacher Grants ($6,800), Technology Investment ($610) and Community Outreach ($1,183)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Administrative expenses;3214|Misc Fundraiser Expenses;2005|Program Expenses;1038|Student Development Expenses;2399^Total;8656^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^Other;108^Total;108^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReasonableCauseExplanation/ExplanationTxt0Please excuse the late filing of this form 990. The delay in filing was due to the extreme unprecedented circumstances surrounding the COVID-19 pandemic and its impact on the treasurer's ability to file this document in a timely manner.
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ashley Kennedy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04073107093
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-09
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/IPv4AddressTxt0165.225.222.230
ReturnHeader/ReturnTs02020-06-09T12:57:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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