Civic Intelligence

Lake St George Elementary PTA - PTA Florida Congress

990EZ • Fiscal year 2018 • EIN 59-3290724

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 03, 2018

2855 Cr 95Palm Harbor, FL 34684

(727) 386-4892

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

16th percentile

-29%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$11,748

Down $4,749 (-29%) from 2017

Net Assets

Down

$11,748

Down $4,749 (-29%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$36,674

Up $9,722 (+36%) from 2017

Expenses

Up

$41,422

Up $9,288 (+29%) from 2017

Net Income

Up

-$4,748

Up $434 (+8.4%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $11,356Liabilities 2010: $0Net Assets 2010: $11,3562010Assets 2011: $13,753Liabilities 2011: $0Net Assets 2011: $13,7532011Assets 2012: $9,208Liabilities 2012: $0Net Assets 2012: $9,2082012Assets 2013: $14,770Liabilities 2013: $0Net Assets 2013: $14,7702013Assets 2014: $14,637Liabilities 2014: $0Net Assets 2014: $14,6372014Assets 2015: $16,976Liabilities 2015: $0Net Assets 2015: $16,9762015Assets 2016: $21,679Liabilities 2016: $0Net Assets 2016: $21,6792016Assets 2017: $16,497Liabilities 2017: $0Net Assets 2017: $16,4972017Assets 2018: $11,748Liabilities 2018: $0Net Assets 2018: $11,7482018Assets 2019: $14,846Liabilities 2019: $0Net Assets 2019: $14,8462019Assets 2020: $36,622Net Assets 2020: $36,6222020Assets 2021: $39,758Net Assets 2021: $39,7582021Assets 2022: $54,823Net Assets 2022: $54,8232022Assets 2023: $46,190Liabilities 2023: $02023Assets 2024: $38,121Liabilities 2024: $02024Assets 2025: $45,231Net Assets 2025: $45,2312025

Highlighted filing

2018

Assets$11,748
Liabilities$0
Net Assets$11,748

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2010: $12,760Expenses 2010: $5,764Net Income 2010: $6,9962010Revenue 2011: $30,500Expenses 2011: $28,103Net Income 2011: $2,3972011Revenue 2012: $33,544Expenses 2012: $38,089Net Income 2012: -$4,5452012Revenue 2013: $44,929Expenses 2013: $39,367Net Income 2013: $5,5622013Revenue 2014: $48,171Expenses 2014: $48,304Net Income 2014: -$1332014Revenue 2015: $38,417Expenses 2015: $36,078Net Income 2015: $2,3392015Revenue 2016: $59,504Expenses 2016: $54,801Net Income 2016: $4,7032016Revenue 2017: $26,952Expenses 2017: $32,134Net Income 2017: -$5,1822017Revenue 2018: $36,674Expenses 2018: $41,422Net Income 2018: -$4,7482018Revenue 2019: $33,879Expenses 2019: $30,781Net Income 2019: $3,0982019Revenue 2020: $39,741Expenses 2020: $17,965Net Income 2020: $21,7762020Revenue 2021: $16,315Expenses 2021: $13,179Net Income 2021: $3,1362021Revenue 2022: $40,229Expenses 2022: $25,164Net Income 2022: $15,0652022Revenue 2023: $30,203Expenses 2023: $38,836Net Income 2023: -$8,6332023Revenue 2024: $35,181Expenses 2024: $43,250Net Income 2024: -$8,0692024Revenue 2025: $38,072Expenses 2025: $30,962Net Income 2025: $7,1102025

Highlighted filing

2018

Revenue$36,674
Expenses$41,422
Net Income-$4,748
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 3, 2018
Return Version
2017v2.0
Gross Receipts
$82,288
Mission and Program Overview

Mission

Making every child's potential a reality! To be a powerful voice for all children, to be a relevant resource for families and communities, and to be a strong advocate for the education and well-being of every child.

Making every child's potential a reality. To be a powerful voice for all children, to be a relevant resource for families and communities, and to be a strong advocate for the education and well-being of every child.

Program Services

DescriptionGrantsExpenses
Classroom Enrichment such as teacher and student supplies, ipads for the classroom and more. Serves 850 people including all students and teachers and staff.$0$16,056
School items and projects such as safety patrol program, student rewards program, battle of the books and more. Serves all students and teachers and staff for approximately 850 people.$0$11,527
Parent and Student Education programs such as Autism Awareness programs, Walk to School, Reading Under The Stars program, etc. These serve approximately 850 people.$0$613
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Whitney SummittPresidentPT$0--
Natalie HoeferVP Ways And MeansPT$0--
Liza CotterillVP Community InvolvementPT$0--
Marlee BacheRecording Secretary-$0--
Melissa MilesCorresponding Secretary-$0--
Krista RuppertTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$26,519$26,519$15,901$10,618
Walk-a-thon$8,700$8,700$0$8,700
Total Events$35,219$35,219$17,075$18,144
Filing and Contact Details

Filer

Filer Name
Lake St George Elementary PTA - PTA FLORIDA CONGRESS
EIN
59-3290724
Phone
7273864892
Address
2855 CR 95, Palm Harbor, FL 34684

Signing Officer

Name
Whitney Summitt
Title
Treasurer
Phone
7273864892
Signed
2018-09-03
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Description;Amount^Advertising income;1525|Box Tops income;1486|Spirit Nights income;1684^Total;4695^

Form 990-EZ, Part I, Line 10

Grants provided to the school for technology, STEM Club and school programs.

Form 990-EZ, Part I, Line 16

Description;Amount^PTA Expenses;1927|Parent/Student Education;613|Teacher/Volunteer Appreciation;7953|School items and Projects;11527|Classroom Enrichment;16056|Miscellaneous;305^Total;38381^

Raw XML Appendix226 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/PhoneNum07273864892
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palm Harbor
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034684
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016496
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Natalie Hoefer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Melissa Miles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Krista Ruppert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Community Involvement
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Corresponding Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt038381
IRS990EZ/OtherRevenueTotalAmt04695
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Making every child's potential a reality. To be a powerful voice for all children, to be a relevant resource for families and communities, and to be a strong advocate for the education and well-being of every child.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Parent and Student Education programs such as Autism Awareness programs, Walk to School, Reading Under The Stars program, etc. These serve approximately 850 people.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Classroom Enrichment such as teacher and student supplies, ipads for the classroom and more. Serves 850 people including all students and teachers and staff.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School items and projects such as safety patrol program, student rewards program, battle of the books and more. Serves all students and teachers and staff for approximately 850 people.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0613
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116056
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211527
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SpecialEventsNetIncomeLossAmt018187
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041422
IRS990EZ/TotalProgramServiceExpensesAmt028196
IRS990EZ/TotalRevenueAmt036674
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0floridapta.org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other revenue as noted on Schedule O... $1683.76 from spirit nights, $1525 from advertising banner sales, $1485.80 from box tops submissions.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04009
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04689
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05776
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07088
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt026607
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt073583
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050690
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt063741
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt051147
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt064560
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0303721
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt05125
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt014899
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt014721
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt014551
IRS990ScheduleA/OtherIncome509Grp/TotalAmt053991
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85952
IRS990ScheduleA/PublicSupportPY509Pct00.82923
IRS990ScheduleA/PublicSupportTotal509Amt0330328
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt077592
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055379
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069517
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056192
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071648
IRS990ScheduleA/Total509Grp/TotalAmt0330328
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt084416
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070913
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt086199
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0384319
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017075
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Walk-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026519
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035219
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026519
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035219
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018144
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01174
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01174
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015901
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015901
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Advertising income;1525|Box Tops income;1486|Spirit Nights income;1684^Total;4695^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grants provided to the school for technology, STEM Club and school programs.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^PTA Expenses;1927|Parent/Student Education;613|Teacher/Volunteer Appreciation;7953|School items and Projects;11527|Classroom Enrichment;16056|Miscellaneous;305^Total;38381^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Whitney Summitt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07273864892
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake St George Elementary PTA - PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0593290724
ReturnHeader/Filer/PhoneNum07273864892
ReturnHeader/Filer/USAddress/AddressLine1Txt02855 CR 95
ReturnHeader/Filer/USAddress/CityNm0Palm Harbor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034684
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.199.182.211
ReturnHeader/ReturnTs02018-09-03T23:50:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$45.2$45.2$38.1$31.0$7.11
2024Summary only. Only limited summary data is available for this year.$38.1$0.00$35.2$43.3$8.07
2023Summary only. Only limited summary data is available for this year.$46.2$0.00$30.2$38.8$8.63
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.8$54.8$40.2$25.2$15.1
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.8$39.8$16.3$13.2$3.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.6$36.6$39.7$18.0$21.8
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.00$14.8$33.9$30.8$3.10
2018Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$36.7$41.4$4.75
2017Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$27.0$32.1$5.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.7$0.00$21.7$59.5$54.8$4.70
2015Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$38.4$36.1$2.34
2014Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$48.2$48.3$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$0.00$14.8$44.9$39.4$5.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.21$0.00$9.21$33.5$38.1$4.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$0.00$13.8$30.5$28.1$2.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$0.00$11.4$12.8$5.76$7.00