Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2023 • EIN 59-3095955

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

Organization ProfileN/A
2900 E County Road 540ALakeland, FL 33813

(863) 990-4782

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

54th percentile

5.5%

Higher net margin than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$36,225

Up $22,122 (+157%) from 2018

Net Assets

$36,225

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

Up

$69,367

Up $35,946 (+108%) from 2018

Expenses

Up

$65,564

Up $37,883 (+137%) from 2018

Net Income

Down

$3,803

Down $1,937 (-34%) from 2018

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2023

Assets$36,225
Liabilities-
Net Assets$36,225
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$69,367
Expenses$65,564
Net Income$3,803
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$69,367
Mission and Program Overview

Mission

EDUCATIONAL/CHARITABLE

Program Services

DescriptionGrantsExpenses
FAMILY INVOLVEMENT- HOSTED SPRING FAMILY EVENT FOR OVER 1,000 PEOPLE, PROMOTING SCHOOL SPIRIT AND FAMILY IMVOLVEMENT. HOLIDAY EVENTS PROMOTING FAMILY INVOLVEMENT AND SUPPORTING STUDENTS IN NEED, REACHING OVER 700 CHILDREN.-$19,366
SCHOOL PROJECTS- SCHOOL BEAUTIFICATION PROJECTS INCLUDING PURCHASING OUTDOOR BENCHES AND TABLES TO FACILITATE LEARNING ACTIVITIES. PURCHASED NEW PATROL BELTS.-$14,821
STAFF AND STUDENT IMPACT- FUNDED CLASSROOM EXPENSES, FINANCED ACADEMIC AWARDS, SPONSORED 5TH GRADE END OF YEAR ACTIVITIES AND CLUB ACTIVITIES.-$12,031
DIRECT STUDENT IMPACT- PURCHASED AGENDAS FOR ALL (OVER 700) STUDENTS, FINANCED READING INCENTIVES. PURCHASED MATH ENRICHMENT SOFTWARE FOR ALL STUDENTS. PURCHASED STUDENT BOOKS FOR THE SCHOOL LIBRARY. PURCHASED TEACHER COMPUTERS.-$10,779
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTEN STANEKPresidentPT$0--
FALLON WHITNEYVice PresidePT$0--
MELINDA PARKERVice PresidePT$0--
KEANNA WALDECKVice PresidePT$0--
KALYNN BABICZTreasurerPT$0--
MARY ANN MARXRecording SePT$0--
FRANCISCA MENDEZCorrespondinPT$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
Kalynn Babicz
Title
Treasurer
Phone
8639904782
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Hamic Previte & Sturwold Pa
Address
1905 S FLORIDA AVE, LAKELAND, FL 33803
Preparer
James L Previte
Phone
8636825151
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses other expenses 65,564 total 65,564”

Form 990-ez, Part III, Line 28

“Family involvement- hosted spring family event for over 1,000 people, promoting school spirit and family imvolvement. Holiday events promoting family involvement and supporting students in need, reaching over 700 children.”

Form 990-ez, Part III, Line 31

“Direct student impact- purchased agendas for all (over 700) students, financed reading incentives. Purchased math enrichment software for all students. Purchased student books for the school library. Purchased teacher computers.”

Raw XML Appendix151 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/PersonNm0KALYNN BABICZ
IRS990EZ/BooksInCareOfDetail/PhoneNum08639904782
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06224 CREWS LAKE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033813
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032422
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036225
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03803
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032422
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IRS990EZ/GrossReceiptsAmt069367
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032422
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036225
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032422
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036225
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt615.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTEN STANEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FALLON WHITNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELINDA PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEANNA WALDECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KALYNN BABICZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARY ANN MARX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6FRANCISCA MENDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CORRESPONDIN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065564
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL/CHARITABLE
IRS990EZ/ProgramServiceRevenueAmt069367
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FAMILY INVOLVEMENT- HOSTED SPRING FAMILY EVENT FOR OVER 1,000 PEOPLE, PROMOTING SCHOOL SPIRIT AND FAMILY IMVOLVEMENT. HOLIDAY EVENTS PROMOTING FAMILY INVOLVEMENT AND SUPPORTING STUDENTS IN NEED, REACHING OVER 700 CHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL PROJECTS- SCHOOL BEAUTIFICATION PROJECTS INCLUDING PURCHASING OUTDOOR BENCHES AND TABLES TO FACILITATE LEARNING ACTIVITIES. PURCHASED NEW PATROL BELTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STAFF AND STUDENT IMPACT- FUNDED CLASSROOM EXPENSES, FINANCED ACADEMIC AWARDS, SPONSORED 5TH GRADE END OF YEAR ACTIVITIES AND CLUB ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3DIRECT STUDENT IMPACT- PURCHASED AGENDAS FOR ALL (OVER 700) STUDENTS, FINANCED READING INCENTIVES. PURCHASED MATH ENRICHMENT SOFTWARE FOR ALL STUDENTS. PURCHASED STUDENT BOOKS FOR THE SCHOOL LIBRARY. PURCHASED TEACHER COMPUTERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019366
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114821
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212031
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt310779
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065564
IRS990EZ/TotalProgramServiceExpensesAmt056997
IRS990EZ/TotalRevenueAmt069367
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt069367
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt061983
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt021333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt038076
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt042268
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0233027
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0233027
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069367
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061983
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt021333
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt038076
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042268
IRS990ScheduleA/Total509Grp/TotalAmt0233027
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069367
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061983
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt021333
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt038076
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt042268
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0233027
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OTHER EXPENSES 65,564 TOTAL 65,564
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FAMILY INVOLVEMENT- HOSTED SPRING FAMILY EVENT FOR OVER 1,000 PEOPLE, PROMOTING SCHOOL SPIRIT AND FAMILY IMVOLVEMENT. HOLIDAY EVENTS PROMOTING FAMILY INVOLVEMENT AND SUPPORTING STUDENTS IN NEED, REACHING OVER 700 CHILDREN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIRECT STUDENT IMPACT- PURCHASED AGENDAS FOR ALL (OVER 700) STUDENTS, FINANCED READING INCENTIVES. PURCHASED MATH ENRICHMENT SOFTWARE FOR ALL STUDENTS. PURCHASED STUDENT BOOKS FOR THE SCHOOL LIBRARY. PURCHASED TEACHER COMPUTERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KALYNN BABICZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08639904782
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VALLEYVIEW ELEMENTARY SCHOOL PTA
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/PreparerFirmEIN0591949238
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMIC PREVITE & STURWOLD PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01905 S FLORIDA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033803
ReturnHeader/PreparerPersonGrp/PhoneNum08636825151
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES L PREVITE
ReturnHeader/ReturnTs02024-05-14T11:56:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KALYNN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BABICZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,225
Liabilities
-
Net assets
$36,225
Revenue
$69,367
Expenses
$65,564
Net income
$3,803
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