Civic Intelligence

PTA Florida Congress - Lithia

990EZ • Fiscal year 2021 • EIN 59-3128883

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 28, 2021

Organization ProfileN/A
4332 Lynx Paw TrailValrico, FL 33596

(813) 541-5733

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

13th percentile

-40%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

5th percentile

-71%

Faster asset growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

7.6%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$7,928

Down $19,057 (-71%) from 2020

Net Assets

Down

$7,928

Down $19,057 (-71%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Up

$48,195

Up $3,390 (+7.6%) from 2020

Expenses

Up

$67,252

Up $21,847 (+48%) from 2020

Net Income

Down

-$19,057

Down $18,457 (-3076%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$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

2021

Assets$7,928
Liabilities-
Net Assets$7,928
Open 2021 Filing

Operations Trend

Revenue Growth53rd percentile

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

2021

Revenue$48,195
Expenses$67,252
Net Income-$19,057
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 28, 2021
Return Version
2020v4.0
Gross Receipts
$53,736
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.-$64,595
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARLA JAGAN1st VP-$0--
JENNA DEGROOT2nd VP-$0--
LUCINDA BARNES3rd VP-$0--
JENNI HOBANPresident-$0--
MEGAN BROWNTreasurer-$0--
CHRISTY MCCLUSKYTreasurer-$0--
SYLVIA LYONSRecording 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
Megan Brown
Title
Treasurer
Phone
8135415733
Signed
2021-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Hamilton & Phillips LLC
Address
3447 BROOK CROSSING DR, BRANDON, FL 33511
Preparer
Dustin R Orr CPA
Phone
8136897480
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 675 training 199 accounting 515 bank charges 66 computer expenses 620 dues 582 conference nights 374 faculty grants 14,692 school wide literacy 660 staff appreciation week 1,819 teacher appreciation 509 teacher toolbox 2,577 teacher treats 480 technology 40,363 trivia night 50 audit 715 copy/supply fee 1,000 insurance other 675 leadership training 250 teacher's welcome back 431 total 67,252”

Form 990-ez, Part III

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

Raw XML Appendix159 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0KARLA JAGAN
CompensationExplanation/CompensationExplanationGrp/PersonNm1JENNA DEGROOT
CompensationExplanation/CompensationExplanationGrp/PersonNm2LUCINDA BARNES
CompensationExplanation/CompensationExplanationGrp/PersonNm3JENNI HOBAN
CompensationExplanation/CompensationExplanationGrp/PersonNm4MEGAN BROWN
CompensationExplanation/CompensationExplanationGrp/PersonNm5CHRISTY MCCLUSKY
CompensationExplanation/CompensationExplanationGrp/PersonNm6SYLVIA LYONS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MEGAN BROWN
IRS990EZ/BooksInCareOfDetail/PhoneNum08135415733
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04332 LYNX PAW TRAIL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VALRICO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033596
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026985
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07928
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt039279
IRS990EZ/CostOfGoodsSoldAmt0802
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-19057
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026985
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07928
IRS990EZ/FundraisingGrossIncomeAmt011661
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01149
IRS990EZ/GrossReceiptsAmt053736
IRS990EZ/GrossSalesOfInventoryAmt01951
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0845
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026985
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07928
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026985
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07928
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KARLA JAGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNA DEGROOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LUCINDA BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNI HOBAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MEGAN BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTY MCCLUSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SYLVIA LYONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt01ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt23RD VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECORDING SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt067252
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE ASSISTANCE TO STUDENTS AND PARENTS OF LITHIA SPRINGS ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTA FLORIDA CONGRESS PROVIDES ASSISTANCE TO STUDENTS AND PARENTS OF LITHIA SPRINGS ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064595
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04739
IRS990EZ/SpecialEventsNetIncomeLossAmt06922
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067252
IRS990EZ/TotalProgramServiceExpensesAmt064595
IRS990EZ/TotalRevenueAmt048195
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt078382
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt060588
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt069848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0248097
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014457
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt099630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0114087
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0362184
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053736
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt099630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078382
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060588
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069848
IRS990ScheduleA/Total509Grp/TotalAmt0362184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053736
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt099630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt078382
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069848
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0362184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 675 TRAINING 199 ACCOUNTING 515 BANK CHARGES 66 COMPUTER EXPENSES 620 DUES 582 CONFERENCE NIGHTS 374 FACULTY GRANTS 14,692 SCHOOL WIDE LITERACY 660 STAFF APPRECIATION WEEK 1,819 TEACHER APPRECIATION 509 TEACHER TOOLBOX 2,577 TEACHER TREATS 480 TECHNOLOGY 40,363 TRIVIA NIGHT 50 AUDIT 715 COPY/SUPPLY FEE 1,000 INSURANCE OTHER 675 LEADERSHIP TRAINING 250 TEACHER'S WELCOME BACK 431 TOTAL 67,252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE ASSISTANCE TO STUDENTS AND PARENTS OF LITHIA SPRINGS ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08135415733
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS - LITHIA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SPRINGS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0593128883
ReturnHeader/Filer/PhoneNum08135415733
ReturnHeader/Filer/USAddress/AddressLine1Txt04332 LYNX PAW TRAIL
ReturnHeader/Filer/USAddress/CityNm0VALRICO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033596
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592479783
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMILTON & PHILLIPS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03447 BROOK CROSSING DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRANDON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033511
ReturnHeader/PreparerPersonGrp/PhoneNum08136897480
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DUSTIN R ORR CPA
ReturnHeader/ReturnTs02021-08-04T09:49:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MEGAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROWN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,928
Liabilities
-
Net assets
$7,928
Revenue
$48,195
Expenses
$67,252
Net income
-$19,057
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$22.2$0.00$45.6$57.7$12.1
2023Detailed filing. Detailed filing data is available for this year.$34.3$34.3$46.2$32.5$13.7
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.6$20.6$60.0$47.3$12.7
2021Detailed filing. Detailed filing data is available for this year.$7.93$7.93$48.2$67.3$19.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.0$27.0$44.8$45.4$0.60
2019Summary only. Only limited summary data is available for this year.$27.6$0.00$41.5$32.1$9.38
2018Detailed filing. Detailed filing data is available for this year.$18.2$18.2$60.6$71.1$10.5
2017Detailed filing. Detailed filing data is available for this year.$28.7$28.7$69.8$65.3$4.59
2016Detailed filing. Detailed filing data is available for this year.$24.2$24.2$62.8$60.4$2.39
2015Summary only. Only limited summary data is available for this year.$21.8$0.00$53.6$51.8$1.83