Civic Intelligence

PTA Florida Congress - Lithia

EIN 59-3128883 • 501(c)3 • Valrico, FL

Profile

SCHOOL PTA

4332 Lynx Paw TrailValrico, FL 33596

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

20th percentile

-27%

Higher net margin than 20% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

24th percentile

-35%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

51st percentile

-1.2%

Faster revenue growth than 51% of similar nonprofits.

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

Assets

Down

$22,184

Down $12,108 (-35%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

$45,624

Down $539 (-1.2%) from 2023

Expenses

Up

$57,733

Up $25,224 (+78%) from 2023

Net Income

Down

-$12,109

Down $25,763 (-189%) from 2023

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2015: $21,767Liabilities 2015: $02015Assets 2016: $24,160Net Assets 2016: $24,1602016Assets 2017: $28,748Net Assets 2017: $28,7482017Assets 2018: $18,209Net Assets 2018: $18,2092018Assets 2019: $27,586Liabilities 2019: $02019Assets 2020: $26,985Net Assets 2020: $26,9852020Assets 2021: $7,928Net Assets 2021: $7,9282021Assets 2022: $20,640Net Assets 2022: $20,6402022Assets 2023: $34,292Net Assets 2023: $34,2922023Assets 2024: $22,184Liabilities 2024: $02024

Highlighted filing

2024

Assets$22,184
Liabilities$0
Net Assets-

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $53,619Expenses 2015: $51,787Net Income 2015: $1,8322015Revenue 2016: $62,752Expenses 2016: $60,359Net Income 2016: $2,3932016Revenue 2017: $69,848Expenses 2017: $65,260Net Income 2017: $4,5882017Revenue 2018: $60,588Expenses 2018: $71,127Net Income 2018: -$10,5392018Revenue 2019: $41,475Expenses 2019: $32,098Net Income 2019: $9,3772019Revenue 2020: $44,805Expenses 2020: $45,405Net Income 2020: -$6002020Revenue 2021: $48,195Expenses 2021: $67,252Net Income 2021: -$19,0572021Revenue 2022: $60,019Expenses 2022: $47,306Net Income 2022: $12,7132022Revenue 2023: $46,163Expenses 2023: $32,509Net Income 2023: $13,6542023Revenue 2024: $45,624Expenses 2024: $57,733Net Income 2024: -$12,1092024

Highlighted filing

2024

Revenue$45,624
Expenses$57,733
Net Income-$12,109

Filings

Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 31, 2023
Return Version
2022v5.0
Gross Receipts
$48,376
Mission and Program Overview

Mission

Pta florida congress provides assistance to students and parents of lithia springs elementary school.

The organization's primary exempt purpose is to provide assistance to students and parents of lithia springs elementary school.

Program Services

DescriptionGrantsExpenses
PTA FLORIDA CONGRESS PROVIDES ASSISTANCE TO STUDENTS AND PARENTS OF LITHIA SPRINGS ELEMENTARY SCHOOL. THIS IS ACCOMPLISHED THROUGH THE SUMMER INTERIM PROGRAM.-$12,341
PTA FLORIDA CONGRESS PROVIDES ASSISTANCE TO STUDENTS AND PARENTS OF LITHIA SPRINGS ELEMENTARY SCHOOL. THIS IS ACCOMPLISHED THROUGH SPECIALIZED PROGRAMS SUCH AS ALL PRO DADS.-$949
PTA FLORIDA CONGRESS PROVIDES ASSISTANCE TO STUDENTS AND PARENTS OF LITHIA SPRINGS ELEMENTARY SCHOOL. THIS IS ACCOMPLISHED THROUGH THE SECOND SUMMER INTERIM PROGRAM.--
PTA FLORIDA CONGRESS PROVIDES ASSISTANCE TO STUDENTS AND PARENTS OF LITHIA SPRINGS ELEMENTARY SCHOOL. THIS IS ACCOMPLISHED THROUGH OTHER PROGRAMS SUCH AS FACULTY GRANTS, SCHOOL IMPROVEMENT/BEAUTIFICATION PROGRAMS AND TEACHER TOOLBOX PROGRAMS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCIS SUSTACHE1st VP-$0--
STEPHANIE DENIHAN2nd VP-$0--
VACANT3rd VP-$0--
WENDY WHITNEYPresident-$0--
KARLA JAGENTreasurer-$0--
LORI ALVESRecording Se-$0--
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress - Lithia
EIN
59-3128883
Phone
8135415733
Address
4332 LYNX PAW TRAIL, VALRICO, FL 33596

Signing Officer

Name
Karla Jagen
Title
Treasurer
Phone
8135415733
Signed
2023-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Hamilton & Associates CPA LLC
Address
3447 BROOK CROSSING DR, BRANDON, FL 33511
Preparer
Dustin R Orr CPA
Phone
8135322000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses teacher welcome back 511 technology 275 all pro dad program 949 bank charges -84 miscellaneous 229 conference nights 867 faculty grants 9,301 fall festival expenses 3,845 online auction expenses 403 schoolwide spirit items 1,204 school improvement/beauty 5,465 staff appreciation week 1,469 teacher appreciation 404 teacher toolbox 2,164 teacher treats 754 daddy daughter dance 1,367 holiday store 43 paint night 1,721 yard signs 323 membership expenses 1,299 total 32,509

Form 990-ez, Part III

The organization's primary exempt purpose is to provide assistance to students and parents of lithia springs elementary school.

Form 990-ez, Part III, Line 31

Pta florida congress provides assistance to students and parents of lithia springs elementary school. This is accomplished through other programs such as faculty grants, school improvement/beautification programs and teacher toolbox programs.

Raw XML Appendix157 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/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SE
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt032509
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PTA FLORIDA CONGRESS PROVIDES ASSISTANCE TO STUDENTS AND PARENTS OF LITHIA SPRINGS ELEMENTARY SCHOOL. THIS IS ACCOMPLISHED THROUGH SPECIALIZED PROGRAMS SUCH AS ALL PRO DADS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TEACHER WELCOME BACK 511 TECHNOLOGY 275 ALL PRO DAD PROGRAM 949 BANK CHARGES -84 MISCELLANEOUS 229 CONFERENCE NIGHTS 867 FACULTY GRANTS 9,301 FALL FESTIVAL EXPENSES 3,845 ONLINE AUCTION EXPENSES 403 SCHOOLWIDE SPIRIT ITEMS 1,204 SCHOOL IMPROVEMENT/BEAUTY 5,465 STAFF APPRECIATION WEEK 1,469 TEACHER APPRECIATION 404 TEACHER TOOLBOX 2,164 TEACHER TREATS 754 DADDY DAUGHTER DANCE 1,367 HOLIDAY STORE 43 PAINT NIGHT 1,721 YARD SIGNS 323 MEMBERSHIP EXPENSES 1,299 TOTAL 32,509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE ASSISTANCE TO STUDENTS AND PARENTS OF LITHIA SPRINGS ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTA FLORIDA CONGRESS PROVIDES ASSISTANCE TO STUDENTS AND PARENTS OF LITHIA SPRINGS ELEMENTARY SCHOOL. THIS IS ACCOMPLISHED THROUGH OTHER PROGRAMS SUCH AS FACULTY GRANTS, SCHOOL IMPROVEMENT/BEAUTIFICATION PROGRAMS AND TEACHER TOOLBOX PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS - LITHIA
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ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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