Civic Intelligence

PTA Fl Congressheathrow Elementary

990EZ • Fiscal year 2020 • EIN 59-3082781

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 15, 2020

5715 Markham Woods RoadLake Mary, FL 32746

(407) 320-6850

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$31,931

Up $1,432 (+4.7%) from 2019

Net Assets

Up

$31,931

Up $1,432 (+4.7%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$53,497

Down $3,993 (-6.9%) from 2019

Expenses

Down

$52,065

Down $31,172 (-37%) from 2019

Net Income

Up

$1,432

Up $27,179 (+106%) 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 2011: $15,202Liabilities 2011: $0Net Assets 2011: $15,2022011Assets 2012: $37,612Liabilities 2012: $0Net Assets 2012: $37,6122012Assets 2013: $45,479Liabilities 2013: $0Net Assets 2013: $45,4792013Assets 2015: $57,837Liabilities 2015: $0Net Assets 2015: $57,8372015Assets 2016: $52,696Liabilities 2016: $0Net Assets 2016: $52,6962016Assets 2017: $58,311Liabilities 2017: $0Net Assets 2017: $58,3112017Assets 2018: $56,246Liabilities 2018: $0Net Assets 2018: $56,2462018Assets 2019: $30,499Net Assets 2019: $30,4992019Assets 2020: $31,931Net Assets 2020: $31,9312020Assets 2021: $25,813Net Assets 2021: $25,8132021Assets 2022: $43,798Net Assets 2022: $43,7982022Assets 2023: $42,980Net Assets 2023: $42,9802023Assets 2024: $38,371Net Assets 2024: $38,3712024Assets 2025: $36,115Net Assets 2025: $36,1152025

Highlighted filing

2020

Assets$31,931
Liabilities-
Net Assets$31,931

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $54,676Expenses 2011: $54,702Net Income 2011: -$262011Revenue 2012: $50,774Expenses 2012: $28,364Net Income 2012: $22,4102012Revenue 2013: $65,416Expenses 2013: $57,549Net Income 2013: $7,8672013Revenue 2015: $47,279Expenses 2015: $41,761Net Income 2015: $5,5182015Revenue 2016: $45,265Expenses 2016: $50,406Net Income 2016: -$5,1412016Revenue 2017: $64,658Expenses 2017: $59,043Net Income 2017: $5,6152017Revenue 2018: $47,746Expenses 2018: $49,836Net Income 2018: -$2,0902018Revenue 2019: $57,490Expenses 2019: $83,237Net Income 2019: -$25,7472019Revenue 2020: $53,497Expenses 2020: $52,065Net Income 2020: $1,4322020Revenue 2021: $15,896Expenses 2021: $22,014Net Income 2021: -$6,1182021Revenue 2022: $84,366Expenses 2022: $66,381Net Income 2022: $17,9852022Revenue 2023: $78,944Expenses 2023: $79,762Net Income 2023: -$8182023Revenue 2024: $96,645Expenses 2024: $101,253Net Income 2024: -$4,6082024Revenue 2025: $94,216Expenses 2025: $96,472Net Income 2025: -$2,2562025

Highlighted filing

2020

Revenue$53,497
Expenses$52,065
Net Income$1,432
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 15, 2020
Return Version
2019v5.0
Gross Receipts
$87,252
Mission and Program Overview

Mission

Parent-teacher association that encourages interaction between parents and teachers by providing opportunities for participation in projects and programs of both an educational and social nature, foster unity, and provide funding to support projects and programs that promote the goals of the pta.

Program Services

DescriptionGrantsExpenses
COMMUNITY OUTREACH PROGRAMS TO PARENTS, TEACHERS, AND STUDENTS THAT INCLUDE CHARITABLE ENDEAVORS AND HOLIDAY DINNERS TO FAMILIES IN NEED.$46,960$46,960
PTA LEADERSHIP STRENGTHENED BY ATTENDING CONFERENCES.-$3,213
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY VOLCHKOPta PresidenPT$0--
AMISHA SHETH1st Vice PrePT$0--
CHANEL WILLIAMS2d Vice PresPT$0--
KRISTEN WENDERFERSecretaryPT$0--
JULIE SCHALLHORNTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Check a Thon$42,378$42,378$1,639$40,739
General Fundrai$24,499$24,499$16,864$7,635
Total Events$84,006$84,006$33,755$50,251
Filing and Contact Details

Filer

Filer Name
Pta Fl Congress
EIN
59-3082781
Phone
4073206850
Address
5715 MARKHAM WOODS ROAD, LAKE MARY, FL 32746

Signing Officer

Name
Julie Schallhorn
Title
Treasurer
Phone
4073206850
Signed
2020-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Elizabeth a Barden
Address
8290 EARLWOOD AVE, MOUNT DORA, FL 32757-7147
Preparer
Elizabeth a Barden CPA
Phone
4078031348
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

PTA 947

Form 990-ez, Part I, Line 10

Name: heathrow elementary address: heathrow elementary school cash contribution: 40,231

Form 990-ez, Part I, Line 16

Expenses office 690 conferences 2,266 insurance 315 total 3,271

Form 990-ez, Part III

Parent-teacher association that encourages interaction between parents and teachers by providing opportunities for participation in projects and programs of both an educational and social nature, foster unity, and provide funding to support projects and programs that promote the goals of the pta.

Raw XML Appendix178 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/PrintingPublicationsPostageAmt0262
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PTA LEADERSHIP STRENGTHENED BY ATTENDING CONFERENCES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA 947
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: HEATHROW ELEMENTARY ADDRESS: HEATHROW ELEMENTARY SCHOOL CASH CONTRIBUTION: 40,231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE 690 CONFERENCES 2,266 INSURANCE 315 TOTAL 3,271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PARENT-TEACHER ASSOCIATION THAT ENCOURAGES INTERACTION BETWEEN PARENTS AND TEACHERS BY PROVIDING OPPORTUNITIES FOR PARTICIPATION IN PROJECTS AND PROGRAMS OF BOTH AN EDUCATIONAL AND SOCIAL NATURE, FOSTER UNITY, AND PROVIDE FUNDING TO SUPPORT PROJECTS AND PROGRAMS THAT PROMOTE THE GOALS OF THE PTA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE SCHALLHORN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04073206850
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FL CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEATHROW ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0593082781
ReturnHeader/Filer/PhoneNum04073206850
ReturnHeader/Filer/USAddress/AddressLine1Txt05715 MARKHAM WOODS ROAD
ReturnHeader/Filer/USAddress/CityNm0LAKE MARY
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ReturnHeader/FilingSecurityInformation/IPTm009:49:13
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELIZABETH A BARDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08290 EARLWOOD AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNT DORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0327577147
ReturnHeader/PreparerPersonGrp/PhoneNum04078031348
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH A BARDEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-06T09:49:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.94$0.96$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.97$1.01$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.79$0.80$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.84$0.66$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.16$0.22$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.53$0.52$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.57$0.83$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.48$0.50$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.65$0.59$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.45$0.50$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.47$0.42$0.06
2013Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$0.65$0.58$0.08
2012Summary only. Only limited summary data is available for this year.$0.38$0.00$0.38$0.51$0.28$0.22
2011Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$0.55$0.55$0.00