Civic Intelligence

PTA Florida Congress - Palm Lake Elementary PTA

990EZ • Fiscal year 2021 • EIN 59-2910944

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 12, 2021

8000 Pin Oak DriveOrlando, FL 32819

(407) 310-7093

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

9th percentile

-73%

Higher net margin than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

14th percentile

-30%

Faster asset growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-45%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$28,485

Down $12,344 (-30%) from 2020

Net Assets

Down

$28,485

Down $12,344 (-30%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$16,984

Down $13,986 (-45%) from 2020

Expenses

Up

$29,328

Up $5,613 (+24%) from 2020

Net Income

Down

-$12,344

Down $19,599 (-270%) from 2020

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

2021

Assets$28,485
Liabilities$0
Net Assets$28,485

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

2021

Revenue$16,984
Expenses$29,328
Net Income-$12,344
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 12, 2021
Return Version
2020v4.0
Gross Receipts
$26,787
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, teachers, and staff at Palm Lake Elementary School and also provide community outreach into the southwest area of Central Florida.

Program Services

DescriptionGrantsExpenses
Specific school investment item: Software subscriptions for student and teacher usage (Accelerated Reader, Brain Pop, and Mystery Science)$0$18,137
Providing teacher and staff support and appreciation$0$4,503
General school investment items by grade$0$1,326
Specific school investment item: Nature / Wilderness Trail$0$1,159
General school event support$0$721
Compensation and Service Providers

Employees

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

Filer

Filer Name
Pta Florida Congress
EIN
59-2910944
Phone
4073107093
Address
8000 Pin Oak Drive, Orlando, FL 32819

Signing Officer

Name
Ashley Kennedy
Title
Treasurer
Phone
4073107093
Signed
2021-08-12
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Line 10 of $25,846 includes the following items: 1) Software subscriptions for Accelerated Reader, Brain Pop, and Mystery Science of $18,137; 2) Teacher and staff appreciate events of $4,503; 3) Specific school investment items by individual grade of $1,326; 4) Nature / Wilderness Trail of $1,159; and 5) General school event support of $721

Form 990-EZ, Part I, Line 16

Description;Amount^Program expenses;875|Admin expenses;931|Bank fees;168|Paypal;953^Total;2927^

Raw XML Appendix202 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2General school investment items by grade
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Specific school investment item: Nature / Wilderness Trail
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4General school event support
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 10 of $25,846 includes the following items: 1) Software subscriptions for Accelerated Reader, Brain Pop, and Mystery Science of $18,137; 2) Teacher and staff appreciate events of $4,503; 3) Specific school investment items by individual grade of $1,326; 4) Nature / Wilderness Trail of $1,159; and 5) General school event support of $721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Program expenses;875|Admin expenses;931|Bank fees;168|Paypal;953^Total;2927^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ashley Kennedy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04073107093
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Palm Lake Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0592910944
ReturnHeader/Filer/PhoneNum04073107093
ReturnHeader/Filer/USAddress/AddressLine1Txt08000 Pin Oak Drive
ReturnHeader/Filer/USAddress/CityNm0Orlando
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032819
ReturnHeader/ReturnTs02021-08-12T12:25:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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