Civic Intelligence

Curlew Creek Elementary PTA

990EZ • Fiscal year 2023 • EIN 59-3166512

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 05, 2023

Organization ProfileWWW.CCEPTA.ORG
3030 Curlew RdPalm Harbor, FL 34684

(727) 510-2957

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

61st percentile

9.5%

Higher net margin than 61% 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

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-34%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$32,641

Up $3,318 (+11%) from 2022

Net Assets

Up

$32,641

Up $3,318 (+11%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Down

$34,928

Down $17,733 (-34%) from 2022

Expenses

Down

$31,610

Down $6,959 (-18%) from 2022

Net Income

Down

$3,318

Down $10,774 (-76%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$60K$40K$20K$0-$20KAssets 2012: $11,593Liabilities 2012: $02012Assets 2013: $3,560Liabilities 2013: $02013Assets 2014: -$2,507Liabilities 2014: $02014Assets 2015: $7,172Liabilities 2015: $02015Assets 2016: $9,658Liabilities 2016: $02016Assets 2017: $19,941Liabilities 2017: $02017Assets 2018: $12,573Liabilities 2018: $02018Assets 2019: $21,266Net Assets 2019: $21,2662019Assets 2020: $16,982Net Assets 2020: $16,9822020Assets 2022: $29,323Liabilities 2022: $0Net Assets 2022: $29,3232022Assets 2023: $32,641Net Assets 2023: $32,6412023Assets 2024: $52,705Net Assets 2024: $52,7052024Assets 2025: $52,823Liabilities 2025: $942Net Assets 2025: $51,8812025

Highlighted filing

2023

Assets$32,641
Liabilities-
Net Assets$32,641
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2012: $11,401Expenses 2012: $22,674Net Income 2012: -$11,2732012Revenue 2013: $5,051Expenses 2013: $13,084Net Income 2013: -$8,0332013Revenue 2014: $5,443Expenses 2014: $11,510Net Income 2014: -$6,0672014Revenue 2015: $32,276Expenses 2015: $22,597Net Income 2015: $9,6792015Revenue 2016: $26,251Expenses 2016: $28,754Net Income 2016: -$2,5032016Revenue 2017: $26,661Expenses 2017: $16,378Net Income 2017: $10,2832017Revenue 2018: $34,138Expenses 2018: $41,506Net Income 2018: -$7,3682018Revenue 2019: $75,264Expenses 2019: $66,571Net Income 2019: $8,6932019Revenue 2020: $20,436Expenses 2020: $24,722Net Income 2020: -$4,2862020Revenue 2022: $52,661Expenses 2022: $38,569Net Income 2022: $14,0922022Revenue 2023: $34,928Expenses 2023: $31,610Net Income 2023: $3,3182023Revenue 2024: $75,994Expenses 2024: $65,475Net Income 2024: $10,5192024Revenue 2025: $86,859Expenses 2025: $87,683Net Income 2025: -$8242025

Highlighted filing

2023

Revenue$34,928
Expenses$31,610
Net Income$3,318
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 5, 2023
Return Version
2022v5.0
Gross Receipts
$56,222
Mission and Program Overview

Mission

Child/Education Advocacy

Program Services

DescriptionGrantsExpenses
STUDENT ACTIVITIES AND EVENTS INCLUDING YEARBOOK, FIELD TRIPS, CARNIVAL AND PURCHASES OF TECHNOLOGY AND EQUIPMENT TO SUPPORT STUDENT EDUCATION.-$30,201
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA SOLEVILLAPresidentPT$0--
NICHOLE SCALIAVice PresidePT$0--
JEANNINE WILEYSecretaryPT$0--
SHANNON SCHRAEDERTreasurerPT$0--
BROOKE LORGECorrespondinPT$0--
SARAH MAGSAKAYTeacher LiaiPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Move a Thon$22,769$22,769$5,623$17,146
Carnival$8,103$8,103$1,138$6,965
Total Events$30,872$30,872$6,761$24,111
Filing and Contact Details

Filer

Filer Name
Pta Curlew Creek Elementary
EIN
59-3166512
Address
3030 CURLEW RD, PALM HARBOR, FL 34684

Signing Officer

Name
Shannon Schraeder
Title
Treasurer
Phone
7275102957
Signed
2023-10-05
Discuss with paid preparer
Yes

Preparer

Firm
Peck Jenkins Kershner Cpas Pa
Address
34650 US HIGHWAY 19 N STE 108, PALM HARBOR, FL 34684
Preparer
Wendy D Tejada
Phone
7277852773
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses meeting expenses 1,025 bank service charges 22 computer expenses 4,657 dues & memberships 2,129 prizes 4,588 supplies 18,827 total 31,248”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0SHANNON SCHRAEDER
IRS990EZ/BooksInCareOfDetail/PhoneNum07275102957
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03030 CURLEW RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALM HARBOR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034684
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029323
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032641
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09959
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03318
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0279
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029323
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032641
IRS990EZ/FundraisingGrossIncomeAmt046263
IRS990EZ/GrossReceiptsAmt056222
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029323
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032641
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029323
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032641
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA SOLEVILLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICHOLE SCALIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEANNINE WILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHANNON SCHRAEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BROOKE LORGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARAH MAGSAKAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TEACHER LIAI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031248
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD/EDUCATION ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt083
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ACTIVITIES AND EVENTS INCLUDING YEARBOOK, FIELD TRIPS, CARNIVAL AND PURCHASES OF TECHNOLOGY AND EQUIPMENT TO SUPPORT STUDENT EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030201
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021294
IRS990EZ/SpecialEventsNetIncomeLossAmt024969
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031610
IRS990EZ/TotalProgramServiceExpensesAmt030201
IRS990EZ/TotalRevenueAmt034928
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CCEPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09959
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015687
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt046263
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt052661
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt045713
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt071331
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067766
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0283734
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0299421
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056222
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075264
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069561
IRS990ScheduleA/Total509Grp/TotalAmt0299421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056222
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt045713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt075264
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069561
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0299421
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06761
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MOVE A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022769
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08103
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030872
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022769
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08103
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030872
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024111
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06761
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05623
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MEETING EXPENSES 1,025 BANK SERVICE CHARGES 22 COMPUTER EXPENSES 4,657 DUES & MEMBERSHIPS 2,129 PRIZES 4,588 SUPPLIES 18,827 TOTAL 31,248
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON SCHRAEDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07275102957
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CURLEW CREEK ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0593166512
ReturnHeader/Filer/USAddress/AddressLine1Txt03030 CURLEW RD
ReturnHeader/Filer/USAddress/CityNm0PALM HARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034684
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593484614
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PECK JENKINS KERSHNER CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt034650 US HIGHWAY 19 N STE 108
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM HARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034684
ReturnHeader/PreparerPersonGrp/PhoneNum07277852773
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY D TEJADA
ReturnHeader/ReturnTs02023-10-06T10:56:43-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHANNON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHRAEDER
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
$32,641
Liabilities
-
Net assets
$32,641
Revenue
$34,928
Expenses
$31,610
Net income
$3,318
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$52.8$0.94$51.9$86.9$87.7$0.82
2024Detailed filing. Detailed filing data is available for this year.$52.7$52.7$76.0$65.5$10.5
2023Detailed filing. Detailed filing data is available for this year.$32.6$32.6$34.9$31.6$3.32
2022Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$52.7$38.6$14.1
2020Detailed filing. Detailed filing data is available for this year.$17.0$17.0$20.4$24.7$4.29
2019Detailed filing. Detailed filing data is available for this year.$21.3$21.3$75.3$66.6$8.69
2018Summary only. Only limited summary data is available for this year.$12.6$0.00$34.1$41.5$7.37
2017Summary only. Only limited summary data is available for this year.$19.9$0.00$26.7$16.4$10.3
2016Summary only. Only limited summary data is available for this year.$9.66$0.00$26.3$28.8$2.50
2015Summary only. Only limited summary data is available for this year.$7.17$0.00$32.3$22.6$9.68
2014Summary only. Only limited summary data is available for this year.$2.51$0.00$5.44$11.5$6.07
2013Summary only. Only limited summary data is available for this year.$3.56$0.00$5.05$13.1$8.03
2012Summary only. Only limited summary data is available for this year.$11.6$0.00$11.4$22.7$11.3