Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2016 • EIN 59-3016777

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 10, 2016

Organization Profile[email protected]
9353 Staples Mill DriveJacksonville, FL 32244

(904) 716-4821

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.

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

Liabilities / Revenue

55th 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

39th percentile

-0.7%

Higher net margin than 39% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$20,859

Up $8,316 (+66%) from 2014

Net Assets

Up

$20,859

Up $8,316 (+66%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin39th percentile

Revenue

Down

$20,843

Down $7,403 (-26%) from 2014

Expenses

Down

$20,993

Down $9,403 (-31%) from 2014

Net Income

Up

-$150

Up $2,000 (+93%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$30K$20K$10K$0Assets 2011: $0Net Assets 2011: $13,3322011Assets 2012: $16,315Net Assets 2012: $16,3152012Assets 2013: $0Net Assets 2013: $14,6932013Assets 2014: $12,543Liabilities 2014: $0Net Assets 2014: $12,5432014Assets 2016: $20,859Liabilities 2016: $0Net Assets 2016: $20,8592016

Highlighted filing

2016

Assets$20,859
Liabilities$0
Net Assets$20,859
Open 2016 Filing

Operations Trend

Revenue Growth29th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2011: $28,572Expenses 2011: $20,675Net Income 2011: $7,8972011Revenue 2012: $30,190Expenses 2012: $27,109Net Income 2012: $3,0812012Revenue 2013: $23,322Expenses 2013: $24,944Net Income 2013: -$1,6222013Revenue 2014: $28,246Expenses 2014: $30,396Net Income 2014: -$2,1502014Revenue 2016: $20,843Expenses 2016: $20,993Net Income 2016: -$1502016

Highlighted filing

2016

Revenue$20,843
Expenses$20,993
Net Income-$150
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$50,044
Mission and Program Overview

Mission

Student support and enrichment

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT AND ENRICHMENT USING LEARNING AIDS AND PROGRAMS USED BY ALL STUDENTS LEADERSHIP TRAINING FOR PTA BOARD MEMBERS SCHOOL AND COMMUNITY STUDENT AND STAFF APPRECIAT--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN WESTTreasurer-$0--
TIA MCDANIELSPresident-$0--
CHARLEANE CONNERFirst Vice PresidentPT$0--
CHARLOTTE HILLSecond Vice President-$0--
AMBER GUTIERREZThird Vice President-$0--
LALONI COOPERSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrsg----
Spring Fundr----
Filing and Contact Details

Filer

Filer Name
Pta Chimney Lakes Elementary School
EIN
59-3016777
Address
9353 STAPLES MILL DRIVE, JACKSONVILLE, FL 32244

Signing Officer

Name
Charleane Conner
Title
First Vice Pres
Phone
9047164821
Signed
2016-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Wilsons Tax Service Inc
Address
7855-204 Argyle Forest Blvd, Jacksonville, FL 32244
Preparer
Diana Bairos
Phone
9043174784
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountoffice supplies 2,177natl & state pta dues 700other dues 45software access fee 159returned checks 86bank fees 24facility fees 127speaker fees 1,764teacher appreciation gifts 1,735benevolent expense 106volunteer & student food 3,441event supplies 4,496equipment for events or fundraisers 498student planners 5,201conference fees 434”

Raw XML Appendix165 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/PersonNm0CHARLEANE CONNER
IRS990EZ/BooksInCareOfDetail/PhoneNum09047164821
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09353 STAPLES MILL DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JACKSONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032244
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021009
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020859
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021009
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020859
IRS990EZ/FundraisingGrossIncomeAmt048028
IRS990EZ/GrossReceiptsAmt050044
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt030
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01986
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021009
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020859
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021009
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020859
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIA MCDANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARLEANE CONNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHARLOTTE HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMBER GUTIERREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LALONI COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FIRST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECOND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4THIRD VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt020993
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT SUPPORT AND ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT AND ENRICHMENT USING LEARNING AIDS AND PROGRAMS USED BY ALL STUDENTS LEADERSHIP TRAINING FOR PTA BOARD MEMBERS SCHOOL AND COMMUNITY STUDENT AND STAFF APPRECIAT
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029201
IRS990EZ/SpecialEventsNetIncomeLossAmt018827
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020993
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt020843
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01986
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02298
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03813
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03176
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013397
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048028
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043724
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt059106
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050470
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt061733
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0263061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt069
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0276458
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050014
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061404
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt054283
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064909
IRS990ScheduleA/Total509Grp/TotalAmt0276458
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050044
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt045868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061423
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt054283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt064909
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0276527
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRSG
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDR
IRS990ScheduleG/LicensedStatesCd0FL
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOFFICE SUPPLIES 2,177NATL & STATE PTA DUES 700OTHER DUES 45SOFTWARE ACCESS FEE 159RETURNED CHECKS 86BANK FEES 24FACILITY FEES 127SPEAKER FEES 1,764TEACHER APPRECIATION GIFTS 1,735BENEVOLENT EXPENSE 106VOLUNTEER & STUDENT FOOD 3,441EVENT SUPPLIES 4,496EQUIPMENT FOR EVENTS OR FUNDRAISERS 498STUDENT PLANNERS 5,201CONFERENCE FEES 434
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLEANE CONNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIRST VICE PRES
ReturnHeader/BusinessOfficerGrp/PhoneNum09047164821
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CHIMNEY LAKES ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0593016777
ReturnHeader/Filer/USAddress/AddressLine1Txt09353 STAPLES MILL DRIVE
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032244
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592809545
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wilsons Tax Service Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07855-204 Argyle Forest Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jacksonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032244
ReturnHeader/PreparerPersonGrp/PhoneNum09043174784
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diana Bairos
ReturnHeader/ReturnTs02016-11-10T13:11:25-05:00
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
$20,859
Liabilities
$0
Net assets
$20,859
Revenue
$20,843
Expenses
$20,993
Net income
-$150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$20.8$21.0$0.15
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.00$12.5$28.2$30.4$2.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$14.7$23.3$24.9$1.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$16.3$30.2$27.1$3.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$13.3$28.6$20.7$7.90
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits