Civic Intelligence

PTA Florida Congress - Lithia

990EZ • Fiscal year 2017 • EIN 59-3128883

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 16, 2017

Organization ProfileN/A
4332 Lynx Paw TrailValrico, FL 33594

(760) 560-7332

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

57th percentile

6.6%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,748

Up $4,588 (+19%) from 2016

Net Assets

Up

$28,748

Up $4,588 (+19%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Up

$69,848

Up $7,096 (+11%) from 2016

Expenses

Up

$65,260

Up $4,901 (+8.1%) from 2016

Net Income

Up

$4,588

Up $2,195 (+92%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2017

Assets$28,748
Liabilities-
Net Assets$28,748
Open 2017 Filing

Operations Trend

Revenue Growth65th 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

2017

Revenue$69,848
Expenses$65,260
Net Income$4,588
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 16, 2017
Return Version
2016v3.0
Gross Receipts
$69,848
Mission and Program Overview

Mission

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

SCHOOL PTA

Program Services

DescriptionGrantsExpenses
PTA FLORIDA CONGRESS PROVIDES ASSISTANCE TO STUDENTS AND PARENTS OF ELEMENTARY SCHOOL--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDY BUSHEAPresidentPT$0--
COLLEEN BROOKE SHARPTreasurerPT$0--
DANA MUDDSecreataryPT$0--
JANA SLATER1st VPPT$0--
KATRINA WESTERHOFF2nd VPPT$0--
MARYANN GOLTZ3rd VPPT$0--
CARMEN WITTEN SMITHCorresponding SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
59-3128883
Phone
7605607332
Address
4332 LYNX PAW TRAIL, VALRICO, FL 33594

Signing Officer

Name
Vanessa Dennis
Title
Treasurer
Signed
2017-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Iris Tax & Financial Services LLC
Address
4331 LYNX PAW TRL, VALRICO, FL 33596
Preparer
Iris M Rojas
Phone
8139854747
Raw XML Appendix123 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/PersonNm0VANESSA DENNIS
IRS990EZ/BooksInCareOfDetail/PhoneNum07605607332
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VALRICO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033596
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024160
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt069848
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04588
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt065260
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024160
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028748
IRS990EZ/GrossReceiptsAmt069848
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024160
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028748
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024160
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028748
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SANDY BUSHEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COLLEEN BROOKE SHARP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANA MUDD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANA SLATER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATRINA WESTERHOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARYANN GOLTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CARMEN WITTEN SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECREATARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt31ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt53RD VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CORRESPONDING SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTA FLORIDA CONGRESS PROVIDES ASSISTANCE TO STUDENTS AND PARENTS OF ELEMENTARY SCHOOL
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065260
IRS990EZ/TotalRevenueAmt069848
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt069848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt062752
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt054820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0187420
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0187420
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054820
IRS990ScheduleA/Total509Grp/TotalAmt0187420
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062752
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054820
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0187420
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VANESSA DENNIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0593128883
ReturnHeader/Filer/PhoneNum07605607332
ReturnHeader/Filer/USAddress/AddressLine1Txt04332 LYNX PAW TRAIL
ReturnHeader/Filer/USAddress/CityNm0VALRICO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033594
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId071B1852836834DABFA4344D076D6F4BE830B8CDC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId096F39B482BA2EF0F72828AAFB1F74EFA9ECAA9A1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.196.125.212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204052911
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IRIS TAX & FINANCIAL SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04331 LYNX PAW TRL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VALRICO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033596
ReturnHeader/PreparerPersonGrp/PhoneNum08139854747
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IRIS M ROJAS
ReturnHeader/ReturnTs02017-11-29T19:45:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,748
Liabilities
-
Net assets
$28,748
Revenue
$69,848
Expenses
$65,260
Net income
$4,588
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits