Civic Intelligence

PTA Florida Congress - Palm Lake Elementary PTA

990EZ • Fiscal year 2020 • EIN 59-2910944

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 26, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

73rd percentile

23%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

68th percentile

22%

Faster asset growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-45%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$40,829

Up $7,255 (+22%) from 2019

Net Assets

Up

$40,829

Up $7,255 (+22%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$30,970

Down $25,253 (-45%) from 2019

Expenses

Down

$23,715

Down $11,208 (-32%) from 2019

Net Income

Down

$7,255

Down $14,045 (-66%) from 2019

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

2020

Assets$40,829
Liabilities$0
Net Assets$40,829

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

2020

Revenue$30,970
Expenses$23,715
Net Income$7,255
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 26, 2021
Return Version
2019v5.0
Gross Receipts
$42,368
Mission and Program Overview

Mission

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

To make every child's potential a reality. 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 teacher and staff support and appreciation$6,382$6,382
Specific school investment item: Sound System$4,209$4,209
General school investment items by grade$3,513$3,513
Specific school investment item: New bass for music room$2,565$2,565
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Catherine BrewerPresidentPT$0--
Ashley KennedyTreasurerPT$0--
Gaby SpellerVice President-$0--
Tabitha WhitleyVice President-$0--
Melissa PiccoloSecretary-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Ashley Kennedy
Title
Treasurer
Phone
4073107093
Signed
2021-03-26
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Includes $2,565 for Music Room, $191 for Wilderness trail, $4,209 for Cafeteria sound system, $641 for Fence decor, $948 for media center headphones, $6,382 for teacher/staff appreciation, $3,513 for school investment items, and $644 for school even support

Form 990-EZ, Part I, Line 16

Description;Amount^Program expenses;2496|Administrative expenses;1491|Bank fees;168^Total;4155^

Raw XML Appendix191 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/PersonNm0Ashley Kennedy
IRS990EZ/BooksInCareOfDetail/PhoneNum04073107093
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08611 Mindich Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Orlando
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032819
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033574
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040829
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt019092
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01132
IRS990EZ/GrossReceiptsAmt042368
IRS990EZ/GrossSalesOfInventoryAmt04928
IRS990EZ/GroupExemptionNum02149
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MembershipDuesAmt0254
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/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/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04155
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To make every child's potential a reality. 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.
IRS990EZ/PrintingPublicationsPostageAmt0468
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Providing teacher and staff support and appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Specific school investment item: Sound System
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2General school investment items by grade
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Specific school investment item: New bass for music room
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06382
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14209
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23513
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt32565
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06382
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14209
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23513
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32565
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt07602
IRS990EZ/SpecialEventsNetIncomeLossAmt01128
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt023715
IRS990EZ/TotalProgramServiceExpensesAmt016669
IRS990EZ/TotalRevenueAmt030970
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.palmlakepta.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt044941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046983
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt038101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt035089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0193824
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013658
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt037826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt027955
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt016182
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt025117
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0120738
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00001
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99999
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0314562
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042368
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082767
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074938
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt054283
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060206
IRS990ScheduleA/Total509Grp/TotalAmt0314562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt042369
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt082768
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt054283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060206
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0314564
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Includes $2,565 for Music Room, $191 for Wilderness trail, $4,209 for Cafeteria sound system, $641 for Fence decor, $948 for media center headphones, $6,382 for teacher/staff appreciation, $3,513 for school investment items, and $644 for school even support
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Program expenses;2496|Administrative expenses;1491|Bank fees;168^Total;4155^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Due to the impacts of the COVID-19 pandemic we were not able to file our 2019-2020 return on time.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ashley Kennedy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04073107093
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS - Palm Lake Elementary PTA
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/ReturnTs02021-04-02T12:58:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings