Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2014 • EIN 59-3016777

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 06, 2014

Organization Profile[email protected]
9353 Staples Mill Drive32244

(904) 573-1100

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

26th percentile

-7.6%

Higher net margin than 26% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$12,543

Up $12,543 from 2013

Net Assets

Down

$12,543

Down $2,150 (-15%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin26th percentile

Revenue

Up

$28,246

Up $4,924 (+21%) from 2013

Expenses

Up

$30,396

Up $5,452 (+22%) from 2013

Net Income

Down

-$2,150

Down $528 (-33%) from 2013

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2014

Assets$12,543
Liabilities$0
Net Assets$12,543
Open 2014 Filing

Operations Trend

Revenue Growth73rd 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

2014

Revenue$28,246
Expenses$30,396
Net Income-$2,150
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 6, 2014
Return Version
2013v3.1
Gross Receipts
$61,423
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$61,423$63,573
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI JOLLEYTreasurerPT$0--
DEBORAH STEBBINSPresidentPT$0--
CHARLEANE CONNORSecond Vice PresidentPT$0--
KAREN BARBERThird Vice PresidentPT$0--
TAMERIN HOENIESecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$24,913$24,913$13,999$10,914
Event 1$21,435$21,435$11,999$9,436
Total Events$46,348$46,348$25,998$20,350
Filing and Contact Details

Filer

EIN
59-3016777

Signing Officer

Name
Tia Mcdaniels
Title
First Vice Pres
Signed
2014-11-06
Discuss with paid preparer
Yes

Preparer

Preparer
Diana Bairos
Phone
9043174784
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountcounty council eye glass schlrshp 1,000nat'l & state pta dues 1,351other dues 40accounting 300bank charges 40office expense 1,223insurance 483technology support 561leadership training 1,435leadership luncheon 200student volunteer welfare & awards 4,293multi cultural fair 4,006play day 800teacher appreciation 2,593student planners 3,700programs 1,063school projects 5,971miscellaneous expenses 1,337”

Raw XML Appendix169 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/PersonNm0CHIMNEY LAKES ELEMENTARY PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum09045731100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine109353 STAPLES MILL DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0JACKSONVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode032244
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014693
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012543
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014693
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012543
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IRS990EZ/GrossReceiptsAmt061423
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02248
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014693
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012543
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014693
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012543
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/PersonNm0LORI JOLLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBORAH STEBBINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARLEANE CONNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN BARBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TAMERIN HOENIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECOND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3THIRD VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt030396
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt061423
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063573
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033177
IRS990EZ/SpecialEventsNetIncomeLossAmt025929
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030396
IRS990EZ/TotalProgramServiceExpensesAmt063573
IRS990EZ/TotalRevenueAmt028246
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02298
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03813
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03176
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05982
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05643
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020912
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt059106
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050470
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt061733
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt052366
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt062733
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0286408
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0307320
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061404
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054283
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064909
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058348
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068376
IRS990ScheduleA/Total509Grp/TotalAmt0307320
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061423
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064909
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058348
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068376
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0307339
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024913
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046348
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024913
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046348
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FALL FUNDRSG
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SPRING FUNDR
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020350
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025998
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011999
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013999
IRS990ScheduleG/LicensedStatesCd0FL
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCOUNTY COUNCIL EYE GLASS SCHLRSHP 1,000NAT'L & STATE PTA DUES 1,351OTHER DUES 40ACCOUNTING 300BANK CHARGES 40OFFICE EXPENSE 1,223INSURANCE 483TECHNOLOGY SUPPORT 561LEADERSHIP TRAINING 1,435LEADERSHIP LUNCHEON 200STUDENT VOLUNTEER WELFARE & AWARDS 4,293MULTI CULTURAL FAIR 4,006PLAY DAY 800TEACHER APPRECIATION 2,593STUDENT PLANNERS 3,700PROGRAMS 1,063SCHOOL PROJECTS 5,971MISCELLANEOUS EXPENSES 1,337
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIA MCDANIELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIRST VICE PRES
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA CHIMNEY LAKES ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0593016777
ReturnHeader/Filer/USAddress/AddressLine109353 STAPLES MILL DRIVE
ReturnHeader/Filer/USAddress/City0JACKSONVILLE
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032244
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592809545
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Wilsons Tax Service Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107855-204 Argyle Forest Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Jacksonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode032244
ReturnHeader/PreparerPersonGrp/PhoneNum09043174784
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diana Bairos
ReturnHeader/ReturnTs02014-11-07T10:02:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,543
Liabilities
$0
Net assets
$12,543
Revenue
$28,246
Expenses
$30,396
Net income
-$2,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$0.00$20.9$20.8$21.0$0.15
2014Detailed filing. Detailed filing data is available for this year.$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