Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2024 • EIN 59-3095955

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 30, 2025

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

23rd percentile

-22%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

28th percentile

-16%

Faster revenue growth than 28% of similar nonprofits.

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

Assets

Down

$28,272

Down $7,953 (-22%) from 2023

Net Assets

Down

$28,272

Down $7,953 (-22%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$58,010

Down $11,357 (-16%) from 2023

Expenses

Up

$65,963

Up $399 (+0.6%) from 2023

Net Income

Down

-$7,953

Down $11,756 (-309%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$28,272
Liabilities-
Net Assets$28,272

Operations Trend

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

2024

Revenue$58,010
Expenses$65,963
Net Income-$7,953
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 30, 2025
Return Version
2023v6.0
Gross Receipts
$58,010
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.-$18,226
SCHOOL PROJECTS- SCHOOL BEAUTIFICATION PROJECTS INCLUDING PURCHASING OUTDOOR BENCHES AND TABLES TO FACILITATE LEARNING ACTIVITIES. PURCHASED NEW PATROL BELTS.-$14,185
STAFF AND STUDENT IMPACT- FUNDED CLASSROOM EXPENSES, FINANCED ACADEMIC AWARDS, SPONSORED 5TH GRADE END OF YEAR ACTIVITIES AND CLUB ACTIVITIES.-$9,779
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.-$7,314
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTEN STANEKPresident-$0--
FALLON WHITNEYVice Preside-$0--
ALLISON BACHMANVice Preside-$0--
KEANNA WALDECKVice Preside-$0--
KALYNN BABICZTreasurer-$0--
MARY ANN MARXRecording Se-$0--
FRANCISCA MENDEZCorrespondin-$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
2025-04-30
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 65,963 total 65,963

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 Appendix150 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/BooksInCareOfDetail/USAddress/CityNm0LAKELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/ExcessOrDeficitForYearAmt0-7953
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLISON BACHMAN
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/OtherExpensesTotalAmt065963
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL/CHARITABLE
IRS990EZ/ProgramServiceRevenueAmt058010
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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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114185
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29779
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt37314
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065963
IRS990EZ/TotalProgramServiceExpensesAmt049504
IRS990EZ/TotalRevenueAmt058010
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt021333
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038076
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt021333
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt038076
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0248769
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OTHER EXPENSES 65,963 TOTAL 65,963
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KALYNN BABICZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08639904782
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
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
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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/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES L PREVITE
ReturnHeader/ReturnTs02025-05-01T14:28:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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