Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2015 • EIN 59-3078249

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 15, 2015

Organization Profilewww.givebacks.com/causes/waterfordes
12950 Lake Underhill RdOrlando, FL 32828

(407) 249-6410

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

89th percentile

79%

Faster asset growth than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

95th percentile

145%

Faster revenue growth than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$12,791

Up $5,628 (+79%) from 2014

Net Assets

$12,791

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin65th percentile

Revenue

Up

$53,088

Up $31,389 (+145%) from 2014

Expenses

Up

$47,460

Up $12,729 (+37%) from 2014

Net Income

Up

$5,628

Up $18,660 (+143%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$30K$20K$10K$0Assets 2011: $18,759Liabilities 2011: $02011Assets 2012: $19,711Liabilities 2012: $02012Assets 2013: $21,185Liabilities 2013: $02013Assets 2014: $7,163Liabilities 2014: $02014Assets 2015: $12,791Liabilities 2015: $0Net Assets 2015: $12,7912015Assets 2016: $9,522Liabilities 2016: $02016Assets 2017: $7,449Liabilities 2017: $02017Assets 2018: $9,499Liabilities 2018: $02018

Highlighted filing

2015

Assets$12,791
Liabilities$0
Net Assets$12,791
Open 2015 Filing

Operations Trend

Revenue Growth95th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $14,454Expenses 2011: $13,024Net Income 2011: $1,4302011Revenue 2012: $42,905Expenses 2012: $41,953Net Income 2012: $9522012Revenue 2013: $53,799Expenses 2013: $52,325Net Income 2013: $1,4742013Revenue 2014: $21,699Expenses 2014: $34,731Net Income 2014: -$13,0322014Revenue 2015: $53,088Expenses 2015: $47,460Net Income 2015: $5,6282015Revenue 2016: $49,968Expenses 2016: $49,683Net Income 2016: $2852016Revenue 2017: $39,263Expenses 2017: $50,770Net Income 2017: -$11,5072017Revenue 2018: $45,503Expenses 2018: $45,574Net Income 2018: -$712018

Highlighted filing

2015

Revenue$53,088
Expenses$47,460
Net Income$5,628
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 15, 2015
Return Version
2014v5.0
Gross Receipts
$53,088
Mission and Program Overview

Mission

Child Advocacy and Child Welfare

Program Services

DescriptionGrantsExpenses
Provided school spirit wear community activities and classroom supplies for over 750 elementary school students-$44,958
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laurie AllnockPresidentPT$0--
Kathy CalamisExecutive Vice President-$0--
Christine Epifanio-Snow2nd Vice PresidentPT$0--
Judith Stebbins3rd Vice Presidentcorrespond SecPT$0--
Patricia Hasting-PetersonTreasurer-$0--
Jamie DonmoyerRecording Secretary-$0--
Tracey FaganParliamertarian-$0--
Filing and Contact Details

Filer

Filer Name
Fl PTA Congress Waterford Ele School
EIN
59-3078249
Address
12950 Lake Underhill Rd, Orlando, FL 32828

Signing Officer

Name
Laurie Allnock
Title
President
Phone
4072496410
Signed
2015-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Amy R McRoberts CPA PLC
Address
23335 NW CR 236 STE 10, High Springs, FL 32643
Preparer
Amy R McRoberts
Phone
3864540785
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountAdministrative 172Bank charges 105Donations 740Insurance 315Dues 50Program services 44,958”

Raw XML Appendix164 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/BenefitsPaidToOrForMembersAmt01020
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IRS990EZ/BooksInCareOfDetail/PhoneNum04072496410
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012950 Lake Underhill Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Orlando
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032828
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07163
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012791
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0502
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05628
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0100
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07163
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012791
IRS990EZ/GrossReceiptsAmt053088
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01538
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07163
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012791
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07163
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012791
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Laurie Allnock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kathy Calamis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Christine Epifanio-Snow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Judith Stebbins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Patricia Hasting-Peterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jamie Donmoyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Tracey Fagan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33rd Vice PresidentCorrespond Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Parliamertarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt046340
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy and Child Welfare
IRS990EZ/ProgramServiceRevenueAmt051048
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided school spirit wear community activities and classroom supplies for over 750 elementary school students
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044958
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047460
IRS990EZ/TotalProgramServiceExpensesAmt044958
IRS990EZ/TotalRevenueAmt053088
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01835
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02864
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010436
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt051048
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt050641
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt071277
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt049844
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt044290
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0267100
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt012031
IRS990ScheduleA/OtherIncome509Grp/TotalAmt012031
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95850
IRS990ScheduleA/PublicSupportTotal509Amt0277536
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053088
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051748
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073112
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052708
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046880
IRS990ScheduleA/Total509Grp/TotalAmt0277536
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt073112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052708
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058911
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0289567
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAdministrative 172Bank charges 105Donations 740Insurance 315Dues 50Program services 44,958
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Laurie Allnock
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04072496410
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fl PTA Congress Waterford Ele School
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0593078249
ReturnHeader/Filer/USAddress/AddressLine1Txt012950 Lake Underhill Rd
ReturnHeader/Filer/USAddress/CityNm0Orlando
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032828
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203907471
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Amy R McRoberts CPA PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023335 NW CR 236 STE 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0High Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032643
ReturnHeader/PreparerPersonGrp/PhoneNum03864540785
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amy R McRoberts
ReturnHeader/ReturnTs02015-11-05T12:46:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,791
Liabilities
$0
Net assets
$12,791
Revenue
$53,088
Expenses
$47,460
Net income
$5,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$9.50$0.00$45.5$45.6$0.07
2017Summary only. Only limited summary data is available for this year.$7.45$0.00$39.3$50.8$11.5
2016Summary only. Only limited summary data is available for this year.$9.52$0.00$50.0$49.7$0.29
2015Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$53.1$47.5$5.63
2014Summary only. Only limited summary data is available for this year.$7.16$0.00$21.7$34.7$13.0
2013Summary only. Only limited summary data is available for this year.$21.2$0.00$53.8$52.3$1.47
2012Summary only. Only limited summary data is available for this year.$19.7$0.00$42.9$42.0$0.95
2011Summary only. Only limited summary data is available for this year.$18.8$0.00$14.5$13.0$1.43