Civic Intelligence

PTA Florida Congress Neptune Beach

990EZ • Fiscal year 2023 • EIN 59-3302712

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 06, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

77th percentile

24%

Higher net margin than 77% 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

78th percentile

28%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

82nd percentile

57%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$82,238

Up $17,987 (+28%) from 2022

Net Assets

Up

$82,238

Up $17,987 (+28%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$74,397

Up $26,891 (+57%) from 2022

Expenses

Up

$56,410

Up $3,033 (+5.7%) from 2022

Net Income

Up

$17,987

Up $23,858 (+406%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2023

Assets$82,238
Liabilities-
Net Assets$82,238
Open 2023 Filing

Operations Trend

Revenue Growth82nd 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

2023

Revenue$74,397
Expenses$56,410
Net Income$17,987
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$79,699
Mission and Program Overview

Mission

To support students and teachers

Program Services

DescriptionGrantsExpenses
DONATIONS FOR FIELD RENOVATIONS, READING PROGRAMS, AND OTHER PROGRAMS-$12,129
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARMEN COLLAZOTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundrais$28,627$28,627$2,896$25,731
Silent Auction$7,524$7,524-$7,524
Total Events$43,145$43,145$5,302$37,843
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
Carmen Collazo
Title
Treasurer
Phone
9042208328
Signed
2023-11-06
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 16,678 misc 3,140 amazon smiles 904 box tops 332 spirit night 196 total 21,250”

Form 990-ez, Part I, Line 16

“T-shirt sales cost of goods sold 8,543 holiday shop cost of goods sold 7,547 legacy bricks cost of goods sold 1,869 expenses office 2,481 council dues 50 insurance 474 professional fees 325 school grant 12,129 school programs 8,628 family engagement 6,217 teacher appreciation 4,537 total 52,800”

Raw XML Appendix143 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/PersonNm0SARAH BRYAN
IRS990EZ/BooksInCareOfDetail/PhoneNum09048879025
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01024 BUDDY CROUT LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEPTUNE BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032266
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064251
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082238
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017987
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt064251
IRS990EZ/Form990TotalAssetsGrp/EOYAmt082238
IRS990EZ/FundraisingGrossIncomeAmt043145
IRS990EZ/GrossReceiptsAmt079699
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0842
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064251
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082238
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064251
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082238
IRS990EZ/OccupancyRentUtltsAndMaintAmt03610
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARMEN COLLAZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052800
IRS990EZ/OtherRevenueTotalAmt021250
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT STUDENTS AND TEACHERS
IRS990EZ/ProgramServiceRevenueAmt014462
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS FOR FIELD RENOVATIONS, READING PROGRAMS, AND OTHER PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012129
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05302
IRS990EZ/SpecialEventsNetIncomeLossAmt037843
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056410
IRS990EZ/TotalProgramServiceExpensesAmt012129
IRS990EZ/TotalRevenueAmt074397
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt079699
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt056184
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt046465
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059759
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt061991
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0304098
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0308569
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079699
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050936
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059759
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061991
IRS990ScheduleA/Total509Grp/TotalAmt0308569
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt079699
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt056184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt050936
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059759
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061991
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0308569
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05302
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SILENT AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06994
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06994
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043145
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037843
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02406
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05302
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02896
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0T-SHIRT SALES 16,678 MISC 3,140 AMAZON SMILES 904 BOX TOPS 332 SPIRIT NIGHT 196 TOTAL 21,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1T-SHIRT SALES COST OF GOODS SOLD 8,543 HOLIDAY SHOP COST OF GOODS SOLD 7,547 LEGACY BRICKS COST OF GOODS SOLD 1,869 EXPENSES OFFICE 2,481 COUNCIL DUES 50 INSURANCE 474 PROFESSIONAL FEES 325 SCHOOL GRANT 12,129 SCHOOL PROGRAMS 8,628 FAMILY ENGAGEMENT 6,217 TEACHER APPRECIATION 4,537 TOTAL 52,800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARMEN COLLAZO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09042208328
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CONSTANCE M FRUTCHEY CPA
ReturnHeader/ReturnTs02023-11-08T08:47:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRYAN
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
$82,238
Liabilities
-
Net assets
$82,238
Revenue
$74,397
Expenses
$56,410
Net income
$17,987
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