Civic Intelligence

PTA Florida Congress Neptune Beach

990EZ • Fiscal year 2018 • EIN 59-3302712

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

Organization ProfileN/A
1515 Florida BlvdNeptune Beach, FL 32266

(904) 242-9746

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

50th percentile

3.3%

Higher net margin than 50% 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

58th percentile

5.9%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$25,722

Up $1,431 (+5.9%) from 2017

Net Assets

Up

$25,722

Up $1,431 (+5.9%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin50th percentile

Revenue

Down

$42,876

Down $12,925 (-23%) from 2017

Expenses

Up

$41,445

Up $1,464 (+3.7%) from 2017

Net Income

Down

$1,431

Down $14,389 (-91%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$100K$50K$0Assets 2010: $7,298Liabilities 2010: $02010Assets 2012: $3,543Liabilities 2012: $02012Assets 2013: $43,282Liabilities 2013: $0Net Assets 2013: $43,2822013Assets 2014: $38,408Net Assets 2014: $38,4082014Assets 2015: $24,653Net Assets 2015: $24,6532015Assets 2016: $8,473Net Assets 2016: $8,4732016Assets 2017: $24,291Net Assets 2017: $24,2912017Assets 2018: $25,722Net Assets 2018: $25,7222018Assets 2019: $36,999Net Assets 2019: $36,9992019Assets 2020: $63,092Net Assets 2020: $63,0922020Assets 2021: $70,122Net Assets 2021: $70,1222021Assets 2022: $64,251Net Assets 2022: $64,2512022Assets 2023: $82,238Net Assets 2023: $82,2382023Assets 2024: $50,851Net Assets 2024: $50,8512024

Highlighted filing

2018

Assets$25,722
Liabilities-
Net Assets$25,722
Open 2018 Filing

Operations Trend

Revenue Growth21st percentile

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

$100K$50K$0-$50KRevenue 2010: $62,615Expenses 2010: $63,722Net Income 2010: -$1,1072010Revenue 2012: $40,858Expenses 2012: $49,180Net Income 2012: -$8,3222012Revenue 2013: $49,393Expenses 2013: $9,654Net Income 2013: $39,7392013Revenue 2014: $3,613Expenses 2014: $8,487Net Income 2014: -$4,8742014Revenue 2015: -$3,654Expenses 2015: $10,101Net Income 2015: -$13,7552015Revenue 2016: -$3,158Expenses 2016: $17,891Net Income 2016: -$21,0492016Revenue 2017: $55,801Expenses 2017: $39,981Net Income 2017: $15,8202017Revenue 2018: $42,876Expenses 2018: $41,445Net Income 2018: $1,4312018Revenue 2019: $55,422Expenses 2019: $44,145Net Income 2019: $11,2772019Revenue 2020: $55,426Expenses 2020: $29,333Net Income 2020: $26,0932020Revenue 2021: $48,617Expenses 2021: $41,587Net Income 2021: $7,0302021Revenue 2022: $47,506Expenses 2022: $53,377Net Income 2022: -$5,8712022Revenue 2023: $74,397Expenses 2023: $56,410Net Income 2023: $17,9872023Revenue 2024: $25,388Expenses 2024: $56,771Net Income 2024: -$31,3832024

Highlighted filing

2018

Revenue$42,876
Expenses$41,445
Net Income$1,431
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$50,397
Mission and Program Overview

Mission

To support students and teachers

Program Services

DescriptionGrantsExpenses
DONATION FOR PLAYGROUND EQUIPMENT-$15,470
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN LICHTYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundrais$21,605$21,605$4,592$17,013
Fall Festival$10,369$10,369$2,929$7,440
Total Events$31,974$31,974$7,521$24,453
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress Neptune Beach
EIN
59-3302712
Phone
9042429746
Address
1515 FLORIDA BLVD, NEPTUNE BEACH, FL 32266

Signing Officer

Name
Erin Lichty
Title
Treasurer
Phone
9042208328
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Frutchey Accounting Services Inc
Address
1027 16TH ST N, JACKSONVILLE BEACH, FL 32250-2877
Preparer
Constance M Frutchey CPA
Phone
9044870080
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“T-shirt sales 8,751 business partners 2,250 box tops 575 spirit nights 330 total 11,906”

Form 990-ez, Part I, Line 16

“T-shirt sales cost of goods sold 6,974 expenses office 6,710 bank fees 12 council dues 35 florida pta dues 1,173 hospitality for meetings 647 insurance 525 professional fees 300 school grant 15,470 school programs 3,515 teacher appreciation 1,920 teacher schollarships 2,911 total 40,192”

Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ERIN
IRS990EZ/BooksInCareOfDetail/PhoneNum09046265951
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0910 PARADISE CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ATLANTIC BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032233
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024291
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025722
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01431
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024291
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025722
IRS990EZ/FundraisingGrossIncomeAmt034014
IRS990EZ/GrossReceiptsAmt050397
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024291
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025722
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024291
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025722
IRS990EZ/OccupancyRentUtltsAndMaintAmt01134
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIN LICHTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040192
IRS990EZ/OtherRevenueTotalAmt011906
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT STUDENTS AND TEACHERS
IRS990EZ/PrintingPublicationsPostageAmt0119
IRS990EZ/ProgramServiceRevenueAmt01977
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATION FOR PLAYGROUND EQUIPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015470
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07521
IRS990EZ/SpecialEventsNetIncomeLossAmt026493
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041445
IRS990EZ/TotalProgramServiceExpensesAmt015470
IRS990EZ/TotalRevenueAmt042876
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03451
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01557
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt083090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt090658
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt050397
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt065977
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt075293
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt075838
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0267505
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0358163
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050397
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078744
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077395
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt083090
IRS990ScheduleA/Total509Grp/TotalAmt0358163
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt068538
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt078744
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt077395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt083090
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0358164
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07521
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010369
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031974
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010369
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031974
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024453
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07521
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04592
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0T-SHIRT SALES 8,751 BUSINESS PARTNERS 2,250 BOX TOPS 575 SPIRIT NIGHTS 330 TOTAL 11,906
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1T-SHIRT SALES COST OF GOODS SOLD 6,974 EXPENSES OFFICE 6,710 BANK FEES 12 COUNCIL DUES 35 FLORIDA PTA DUES 1,173 HOSPITALITY FOR MEETINGS 647 INSURANCE 525 PROFESSIONAL FEES 300 SCHOOL GRANT 15,470 SCHOOL PROGRAMS 3,515 TEACHER APPRECIATION 1,920 TEACHER SCHOLLARSHIPS 2,911 TOTAL 40,192
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN LICHTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09042208328
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS NEPTUNE BEACH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0593302712
ReturnHeader/Filer/PhoneNum09042429746
ReturnHeader/Filer/USAddress/AddressLine1Txt01515 FLORIDA BLVD
ReturnHeader/Filer/USAddress/CityNm0NEPTUNE BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032266
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0377DF95AF23B1D122032E198A5A2ACEBC61DBDF9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0377DF95AF23B1D122032E198A5A2ACEBC61DBDF9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.224.45.142
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:20:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455256419
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRUTCHEY ACCOUNTING SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01027 16TH ST N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0322502877
ReturnHeader/PreparerPersonGrp/PhoneNum09044870080
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CONSTANCE M FRUTCHEY CPA
ReturnHeader/ReturnTs02018-11-14T16:20:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,722
Liabilities
-
Net assets
$25,722
Revenue
$42,876
Expenses
$41,445
Net income
$1,431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$50.9$50.9$25.4$56.8$31.4
2023Detailed filing. Detailed filing data is available for this year.$82.2$82.2$74.4$56.4$18.0
2022Detailed filing. Detailed filing data is available for this year.$64.3$64.3$47.5$53.4$5.87
2021Detailed filing. Detailed filing data is available for this year.$70.1$70.1$48.6$41.6$7.03
2020Detailed filing. Detailed filing data is available for this year.$63.1$63.1$55.4$29.3$26.1
2019Detailed filing. Detailed filing data is available for this year.$37.0$37.0$55.4$44.1$11.3
2018Detailed filing. Detailed filing data is available for this year.$25.7$25.7$42.9$41.4$1.43
2017Detailed filing. Detailed filing data is available for this year.$24.3$24.3$55.8$40.0$15.8
2016Detailed filing. Detailed filing data is available for this year.$8.47$8.47$3.16$17.9$21.0
2015Detailed filing. Detailed filing data is available for this year.$24.7$24.7$3.65$10.1$13.8
2014Detailed filing. Detailed filing data is available for this year.$38.4$38.4$3.61$8.49$4.87
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.3$0.00$43.3$49.4$9.65$39.7
2012Summary only. Only limited summary data is available for this year.$3.54$0.00$40.9$49.2$8.32
2010Summary only. Only limited summary data is available for this year.$7.30$0.00$62.6$63.7$1.11