Civic Intelligence

PTA Florida Congress Beulah Elementary School

990EZ • Fiscal year 2020 • EIN 59-3022118

Jul 01, 2019 to Jun 30, 2020 • Filed on Jun 09, 2022

6201 Helms RdPensacola, FL 32526

(850) 232-3332

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

83rd percentile

39%

Higher net margin than 83% 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

92nd percentile

167%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

95th percentile

125%

Faster revenue growth than 95% of similar nonprofits.

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

Assets

Up

$40,634

Up $25,424 (+167%) from 2019

Net Assets

Up

$40,634

Up $25,424 (+167%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$65,843

Up $36,551 (+125%) from 2019

Expenses

Down

$40,419

Down $19,447 (-32%) from 2019

Net Income

Up

$25,424

Up $55,998 (+183%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2018: $45,784Net Assets 2018: $45,7842018Assets 2019: $15,210Net Assets 2019: $15,2102019Assets 2020: $40,634Liabilities 2020: $0Net Assets 2020: $40,6342020Assets 2021: $36,417Net Assets 2021: $36,4172021Assets 2022: $36,749Net Assets 2022: $36,7492022Assets 2023: $42,749Net Assets 2023: $42,7492023Assets 2024: $47,186Net Assets 2024: $47,1862024

Highlighted filing

2020

Assets$40,634
Liabilities$0
Net Assets$40,634

Operations Trend

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

$100K$50K$0-$50KRevenue 2018: $57,089Expenses 2018: $63,005Net Income 2018: -$5,9162018Revenue 2019: $29,292Expenses 2019: $59,866Net Income 2019: -$30,5742019Revenue 2020: $65,843Expenses 2020: $40,419Net Income 2020: $25,4242020Revenue 2021: $35,025Expenses 2021: $39,242Net Income 2021: -$4,2172021Revenue 2022: $43,054Expenses 2022: $42,722Net Income 2022: $3322022Revenue 2023: $61,359Expenses 2023: $55,426Net Income 2023: $5,9332023Revenue 2024: $59,776Expenses 2024: $55,338Net Income 2024: $4,4382024

Highlighted filing

2020

Revenue$65,843
Expenses$40,419
Net Income$25,424
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jun 9, 2022
Return Version
2019v5.0
Gross Receipts
$123,456
Mission and Program Overview

Mission

The objectives (purposes) of the association, in common with the objectives of the national pta are: to promote the welfare of children and youth in the home, school, community, and place of worship. To raise the standards of home life. To secure adequate laws for the care and protection of children and youth. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth. To develop between educators and the general public such uniter efforts as will secure for all children and youth the highest advantages in physical, mental, social and spiritual education.

The objectives (purposes) of the association, in common with the objectives of the national pta are: to promote the welfare of children and youth in the home, school, community and place of worship. To raise the standards of home life. To secure adequate laws for the care and protection of children and youth. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth. To develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, social and spirtual education.

Program Services

DescriptionGrantsExpenses
TO BE A POWERFUL VOICE FOR ALL CHILDREN. TO BE A RELEVANT RESOURCE FOR FAMILIES AND COMMUNITIES AND TO BE A STRONG ADVOCATE FOR THE EDUCATION AND WELL-BEING OF EVERY CHILD.-$40,419
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILLIE VANDERGRIFFPresident-$0--
SARA WIGGINSVP / PresidePT$0--
SAMARYS KERVINTreasurerPT$0--
SUMMER THOMPSONSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundrays$88,227$88,227$46,145$42,082
Carnival$18,694$18,694$5,403$13,291
Total Events$114,495$114,495$57,472$57,023
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
59-3022118
Phone
8502323332
Address
6201 HELMS RD, PENSACOLA, FL 32526

Signing Officer

Name
Samarys Kervin
Title
Treasurer
Phone
8509416180
Signed
2022-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Brown Thornton Pacenta & Company Pa
Address
PO BOX 12484, PENSACOLA, FL 32591
Preparer
Catherine Thornton Bond
Phone
8504343146
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses accelerated reader 3,709 admin/pta supplies 884 correspondence 274 fifth grade send off 1,360 hospitality 2,333 membership expense 1,925 special programs 2,494 special projects 11,945 student recognition 963 summer intern 538 teacher appreciation 1,527 teacher grants 10,100 training 140 non-investment depreciation 348 total 38,540

Form 990-ez, Part II, Line 24

Equipment 2,434 2,434 less accumulated depreciation 1,391 1,739 total 1,043 695

Form 990-ez, Part III

The objectives (purposes) of the association, in common with the objectives of the national pta are: to promote the welfare of children and youth in the home, school, community and place of worship. To raise the standards of home life. To secure adequate laws for the care and protection of children and youth. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth. To develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, social and spirtual education.

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SAMARYS KERVIN
IRS990EZ/BooksInCareOfDetail/PhoneNum08502323332
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06201 HELMS ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PENSACOLA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032526
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014167
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039939
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06889
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025424
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01879
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015210
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040634
IRS990EZ/FundraisingGrossIncomeAmt0116567
IRS990EZ/GrossReceiptsAmt0123456
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015210
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040634
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015210
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040634
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BILLIE VANDERGRIFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARA WIGGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAMARYS KERVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUMMER THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP / PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01043
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0695
IRS990EZ/OtherExpensesTotalAmt038540
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE OBJECTIVES (PURPOSES) OF THE ASSOCIATION, IN COMMON WITH THE OBJECTIVES OF THE NATIONAL PTA ARE: TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN THE HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP. TO RAISE THE STANDARDS OF HOME LIFE. TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH. TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH. TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL AND SPIRTUAL EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO BE A POWERFUL VOICE FOR ALL CHILDREN. TO BE A RELEVANT RESOURCE FOR FAMILIES AND COMMUNITIES AND TO BE A STRONG ADVOCATE FOR THE EDUCATION AND WELL-BEING OF EVERY CHILD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040419
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt057613
IRS990EZ/SpecialEventsNetIncomeLossAmt058954
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040419
IRS990EZ/TotalProgramServiceExpensesAmt040419
IRS990EZ/TotalRevenueAmt065843
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06889
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt041363
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt061412
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0116567
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt075947
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt085238
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt064402
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt085613
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0427767
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0489179
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0123456
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080997
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt087523
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt091438
IRS990ScheduleA/Total509Grp/TotalAmt0489179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0123456
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080997
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt087523
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0105765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt091438
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0489179
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt057472
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAYS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt088227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018694
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07574
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0114495
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt088227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018694
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07574
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0114495
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057023
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05924
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt057472
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt046145
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05403
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ACCELERATED READER 3,709 ADMIN/PTA SUPPLIES 884 CORRESPONDENCE 274 FIFTH GRADE SEND OFF 1,360 HOSPITALITY 2,333 MEMBERSHIP EXPENSE 1,925 SPECIAL PROGRAMS 2,494 SPECIAL PROJECTS 11,945 STUDENT RECOGNITION 963 SUMMER INTERN 538 TEACHER APPRECIATION 1,527 TEACHER GRANTS 10,100 TRAINING 140 NON-INVESTMENT DEPRECIATION 348 TOTAL 38,540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT 2,434 2,434 LESS ACCUMULATED DEPRECIATION 1,391 1,739 TOTAL 1,043 695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OBJECTIVES (PURPOSES) OF THE ASSOCIATION, IN COMMON WITH THE OBJECTIVES OF THE NATIONAL PTA ARE: TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN THE HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP. TO RAISE THE STANDARDS OF HOME LIFE. TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH. TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH. TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL AND SPIRTUAL EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMARYS KERVIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08509416180
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BEULAH ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0593022118
ReturnHeader/Filer/PhoneNum08502323332
ReturnHeader/Filer/USAddress/AddressLine1Txt06201 HELMS RD
ReturnHeader/Filer/USAddress/CityNm0PENSACOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032526
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593478013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN THORNTON PACENTA & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 12484
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PENSACOLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032591
ReturnHeader/PreparerPersonGrp/PhoneNum08504343146
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE THORNTON BOND
ReturnHeader/ReturnTs02022-07-05T15:03:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings