Civic Intelligence

PTA Florida Congress

EIN 59-3095955 • 501(c)3 • Lakeland, FL

990-N Coverage

Profile

EDUCATIONAL/CHARITABLE

2900 E County Road 540ALakeland, FL 33813

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

27th percentile

-14%

Higher net margin than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-22%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-16%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$22,245

Down $6,027 (-21%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$22,245

Down $6,027 (-21%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Up

$79,390

Up $21,380 (+37%) from 2024

Expenses

Up

$85,417

Up $19,454 (+29%) from 2024

Net Income

Up

-$6,027

Up $1,926 (+24%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2012: $6,498Liabilities 2012: $02012Assets 2013: $2,829Liabilities 2013: $02013Assets 2014: $1,156Liabilities 2014: $02014Assets 2015: $5,497Liabilities 2015: $02015Assets 2016: $5,690Liabilities 2016: $02016Assets 2017: $8,363Liabilities 2017: $02017Assets 2018: $14,103Liabilities 2018: $02018Assets 2023: $36,225Net Assets 2023: $36,2252023Assets 2024: $28,272Net Assets 2024: $28,2722024Assets 2025: $22,245Net Assets 2025: $22,2452025

Highlighted filing

2025

Assets$22,245
Liabilities-
Net Assets$22,245
Open 2025 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $26,252Expenses 2012: $26,828Net Income 2012: -$5762012Revenue 2013: $32,204Expenses 2013: $35,873Net Income 2013: -$3,6692013Revenue 2014: $29,184Expenses 2014: $30,857Net Income 2014: -$1,6732014Revenue 2015: $30,575Expenses 2015: $26,234Net Income 2015: $4,3412015Revenue 2016: $29,421Expenses 2016: $29,228Net Income 2016: $1932016Revenue 2017: $33,361Expenses 2017: $30,688Net Income 2017: $2,6732017Revenue 2018: $33,421Expenses 2018: $27,681Net Income 2018: $5,7402018Revenue 2023: $69,367Expenses 2023: $65,564Net Income 2023: $3,8032023Revenue 2024: $58,010Expenses 2024: $65,963Net Income 2024: -$7,9532024Revenue 2025: $79,390Expenses 2025: $85,417Net Income 2025: -$6,0272025

Highlighted filing

2025

Revenue$79,390
Expenses$85,417
Net Income-$6,027
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,245
Liabilities
-
Net assets
$22,245
Revenue
$79,390
Expenses
$85,417
Net income
-$6,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.2$22.2$79.4$85.4$6.03
2024Detailed filing. Detailed filing data is available for this year.$28.3$28.3$58.0$66.0$7.95
2023Detailed filing. Detailed filing data is available for this year.$36.2$36.2$69.4$65.6$3.80
2018Summary only. Only limited summary data is available for this year.$14.1$0.00$33.4$27.7$5.74
2017Summary only. Only limited summary data is available for this year.$8.36$0.00$33.4$30.7$2.67
2016Summary only. Only limited summary data is available for this year.$5.69$0.00$29.4$29.2$0.19
2015Summary only. Only limited summary data is available for this year.$5.50$0.00$30.6$26.2$4.34
2014Summary only. Only limited summary data is available for this year.$1.16$0.00$29.2$30.9$1.67
2013Summary only. Only limited summary data is available for this year.$2.83$0.00$32.2$35.9$3.67
2012Summary only. Only limited summary data is available for this year.$6.50$0.00$26.3$26.8$0.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 10, 2025
Return Version
2024v5.2
Gross Receipts
$79,390
Mission and Program Overview

Mission

EDUCATIONAL/CHARITABLE

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O$0$0
SEE SCHEDULE O$0$0
SEE SCHEDULE 0$0$0
PURCHASED PATROL BELTS, IPAD CHARGING STATIONS,BOOKS,PHONEMIC PROGRAM,PENCIL SHARPENERS,SHADES FOR RECESS AREAS,PATIO UMBRELLAS,OUTDOOR TRASH CANS.REIMBURSED TEACHERS FOR HOLIDAY AND YEAR END PARTIESHELP FUND REPLACEMET PLAYGROUNG,HOSTED 2 FREE FAMILY EVENTS,BROUGHT IN 3 SCHOOL-WIDE ASSEMBLIES FOR STUDENTS,PROVIDED AGENDAS FOR ALL STUDENTS,5TH GRADE FIELD TRIPS AND AWARDS,HIGH SCHOOL SENIOR RECEPTION AND CORDS--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLISON BACHMANPresident-$0--
CHELSEA PITSIKOULISVice President-General-$0--
FALLON WHITNEYVice President-Programs-$0--
ASHLEY McCULLOUGHVice President-School Relations-$0--
STACY ALLISONTreasurer-$0--
AMANDA HIERSRecording Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
59-3095955
Phone
8639904782
Address
2900 E COUNTY ROAD 540A, LAKELAND, FL 33813

Signing Officer

Name
Allison Bachman
Title
President
Phone
8639904782
Signed
2025-09-10
Discuss with paid preparer
Yes

Preparer

Firm
James Allen
Address
2108 East Edgewood Drive, Lakeland, FL 33803
Preparer
James W Allen
Phone
8636831968
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Purchased patrol belts, ipad charging stations,books,phonemic program,pencil sharpeners,shades for recess areas,patio umbrellas,outdoor trash cans.reimbursed teachers for holiday and year end parties”

Pt III, Line 31

“Help fund replacemet playgroung,hosted 2 free family events,brought in 3 school-wide assemblies for students,provided agendas for all students,5th grade field trips and awards,high school senior reception and cords”

Raw XML Appendix172 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/PersonNm0STACY ALLISON
IRS990EZ/BooksInCareOfDetail/PhoneNum08639440282
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04110 S FLORIDA AVE SUITE 110
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033813
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028272
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IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6027
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028272
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022245
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt079390
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028272
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022245
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028272
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022245
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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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/PersonNm0ALLISON BACHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHELSEA PITSIKOULIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FALLON WHITNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ASHLEY McCULLOUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STACY ALLISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMANDA HIERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT-GENERAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT-PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT-SCHOOL RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt085417
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL/CHARITABLE
IRS990EZ/ProgramServiceRevenueAmt079390
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SEE SCHEDULE 0
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PURCHASED PATROL BELTS, IPAD CHARGING STATIONS,BOOKS,PHONEMIC PROGRAM,PENCIL SHARPENERS,SHADES FOR RECESS AREAS,PATIO UMBRELLAS,OUTDOOR TRASH CANS.REIMBURSED TEACHERS FOR HOLIDAY AND YEAR END PARTIESHELP FUND REPLACEMET PLAYGROUNG,HOSTED 2 FREE FAMILY EVENTS,BROUGHT IN 3 SCHOOL-WIDE ASSEMBLIES FOR STUDENTS,PROVIDED AGENDAS FOR ALL STUDENTS,5TH GRADE FIELD TRIPS AND AWARDS,HIGH SCHOOL SENIOR RECEPTION AND CORDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt085417
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt079390
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt078855
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt058010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069367
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt061983
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0289548
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0289548
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078855
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058010
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069367
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061983
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt021333
IRS990ScheduleA/Total509Grp/TotalAmt0289548
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0289548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PURCHASED PATROL BELTS, IPAD CHARGING STATIONS,BOOKS,PHONEMIC PROGRAM,PENCIL SHARPENERS,SHADES FOR RECESS AREAS,PATIO UMBRELLAS,OUTDOOR TRASH CANS.REIMBURSED TEACHERS FOR HOLIDAY AND YEAR END PARTIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HELP FUND REPLACEMET PLAYGROUNG,HOSTED 2 FREE FAMILY EVENTS,BROUGHT IN 3 SCHOOL-WIDE ASSEMBLIES FOR STUDENTS,PROVIDED AGENDAS FOR ALL STUDENTS,5TH GRADE FIELD TRIPS AND AWARDS,HIGH SCHOOL SENIOR RECEPTION AND CORDS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLISON BACHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08639904782
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0593095955
ReturnHeader/Filer/PhoneNum08639904782
ReturnHeader/Filer/USAddress/AddressLine1Txt02900 E COUNTY ROAD 540A
ReturnHeader/Filer/USAddress/CityNm0LAKELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033813
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593477267
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES ALLEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02108 East Edgewood Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lakeland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033803
ReturnHeader/PreparerPersonGrp/PhoneNum08636831968
ReturnHeader/PreparerPersonGrp/PreparationDt02026-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES W ALLEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-04-23T06:07:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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