Civic Intelligence

Sweetwater Elementary School PTA (PTA Florida Congress)

990EZ • Fiscal year 2024 • EIN 59-3333432

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 21, 2024

5800 Victoria Gardens BoulevardPort Orange, FL 32127

(904) 704-5310

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

59th percentile

8.0%

Higher net margin than 59% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

70th percentile

16%

Faster asset growth than 70% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

24%

Faster revenue growth than 71% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$23,701

Up $3,292 (+16%) from 2023

Net Assets

Up

$23,701

Up $3,292 (+16%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$82,230

Up $15,792 (+24%) from 2023

Expenses

Up

$75,688

Up $15,172 (+25%) from 2023

Net Income

Up

$6,542

Up $620 (+10%) from 2023

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $8,886Liabilities 2011: $02011Assets 2012: $18,408Net Assets 2012: $18,4082012Assets 2013: $16,691Net Assets 2013: $16,6912013Assets 2014: $1,213Net Assets 2014: $1,2132014Assets 2015: $2,633Net Assets 2015: $2,6332015Assets 2016: $5,533Net Assets 2016: $5,5332016Assets 2017: $16,411Net Assets 2017: $16,4112017Assets 2018: $9,130Net Assets 2018: $9,1302018Assets 2019: $8,290Net Assets 2019: $8,2902019Assets 2020: $6,265Net Assets 2020: $6,2652020Assets 2021: $4,800Net Assets 2021: $4,8002021Assets 2022: $10,000Net Assets 2022: $10,0002022Assets 2023: $20,409Net Assets 2023: $20,4092023Assets 2024: $23,701Net Assets 2024: $23,7012024Assets 2025: $32,338Net Assets 2025: $32,3382025

Highlighted filing

2024

Assets$23,701
Liabilities-
Net Assets$23,701

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $46,691Expenses 2011: $46,595Net Income 2011: $962011Revenue 2012: $83,218Expenses 2012: $73,696Net Income 2012: $9,5222012Revenue 2013: $76,708Expenses 2013: $78,425Net Income 2013: -$1,7172013Revenue 2014: $119,297Expenses 2014: $134,775Net Income 2014: -$15,4782014Revenue 2015: $95,330Expenses 2015: $93,155Net Income 2015: $2,1752015Revenue 2016: $100,909Expenses 2016: $98,996Net Income 2016: $1,9132016Revenue 2017: $38,102Expenses 2017: $27,223Net Income 2017: $10,8792017Revenue 2018: $45,500Expenses 2018: $39,520Net Income 2018: $5,9802018Revenue 2019: $33,919Expenses 2019: $34,759Net Income 2019: -$8402019Revenue 2020: $30,593Expenses 2020: $32,618Net Income 2020: -$2,0252020Revenue 2021: $25,847Expenses 2021: $27,312Net Income 2021: -$1,4652021Revenue 2022: $63,543Expenses 2022: $58,343Net Income 2022: $5,2002022Revenue 2023: $66,438Expenses 2023: $60,516Net Income 2023: $5,9222023Revenue 2024: $82,230Expenses 2024: $75,688Net Income 2024: $6,5422024Revenue 2025: $65,652Expenses 2025: $57,015Net Income 2025: $8,6372025

Highlighted filing

2024

Revenue$82,230
Expenses$75,688
Net Income$6,542
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 21, 2024
Return Version
2023v5.0
Gross Receipts
$153,680
Mission and Program Overview

Mission

The sweetwater pta provides grants and assistance to teachers and student programs at sweetwater elementary school.

Program Services

DescriptionGrantsExpenses
PROVIDED FOR A MULTITUDE OF SCHOOL NEEDS FOR STUDENTS & CLASSROOMS. DIRECT PAYMENT TO SWEETWATER ELEMENTARY.-$40,102
CLASSROOM INCENTIVES & STUDENT CELEBRATIONS-$32,724
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL STRUSKAPresident-$0--
LAUREN PEACOCKVP - Reflect-$0--
SHELLE ROTHWELLVP - Members-$0--
MELIA RUSSELLVP - Bookkee-$0--
ALISON CAPOCorrespond S-$0--
HEIDI POTERALKSIRecord Secre-$0--
MELISSA RENZTreasurer-$0--
MELISSA FRAINESchool Princ-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Kona Ice Sales$31,797$31,797$23,136$8,661
Auction$25,671$25,671$1,952$23,719
Total Events$119,537$119,537$68,647$50,890
Filing and Contact Details

Filer

Filer Name
Sweetwater Elementary School Pta
EIN
59-3333432
Phone
9047045310
Address
5800 VICTORIA GARDENS BOULEVARD, PORT ORANGE, FL 32127

Signing Officer

Name
Paul Struska
Title
President
Signed
2024-11-21
Discuss with paid preparer
Yes

Preparer

Firm
Daniel Friebis & Associates
Address
3890 TURTLE CREEK DR STE B, PORT ORANGE, FL 32127
Preparer
Sandra Lundquist Ea
Phone
3864927915
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 451 mini grant direct exp 29,758 office supplies/admin exp 1,548 petty cash 100 pta back to school breakf 338 reflections 53 retirement 422 school needs 40,102 yearbook signing party 240 wish list event 1,913 vccpta dues 50 membership class parties 63 total 75,038

Form 990-ez, Part I, Line 20

Carryover funds from prior fiscal year -3,250

Form 990-ez, Part III

The sweetwater pta provides grants and assistance to teachers and student programs at sweetwater elementary school.

Form 990-ez, Part III, Line 31

Classroom incentives & student celebrations

Raw XML Appendix182 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL STRUSKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAUREN PEACOCK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HEIDI POTERALKSI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MELISSA FRAINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP - REFLECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP - MEMBERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP - BOOKKEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESPOND S
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORD SECRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SCHOOL PRINC
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-3250
IRS990EZ/OtherExpensesTotalAmt075038
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0THE SWEETWATER PTA PROVIDES GRANTS AND ASSISTANCE TO TEACHERS AND STUDENT PROGRAMS AT SWEETWATER ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FOR A MULTITUDE OF SCHOOL NEEDS FOR STUDENTS & CLASSROOMS. DIRECT PAYMENT TO SWEETWATER ELEMENTARY.
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IRS990EZ/SpecialEventsNetIncomeLossAmt050135
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt075688
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IRS990EZ/TotalRevenueAmt082230
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031797
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023136
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01952
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 451 MINI GRANT DIRECT EXP 29,758 OFFICE SUPPLIES/ADMIN EXP 1,548 PETTY CASH 100 PTA BACK TO SCHOOL BREAKF 338 REFLECTIONS 53 RETIREMENT 422 SCHOOL NEEDS 40,102 YEARBOOK SIGNING PARTY 240 WISH LIST EVENT 1,913 VCCPTA DUES 50 MEMBERSHIP CLASS PARTIES 63 TOTAL 75,038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CARRYOVER FUNDS FROM PRIOR FISCAL YEAR -3,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SWEETWATER PTA PROVIDES GRANTS AND ASSISTANCE TO TEACHERS AND STUDENT PROGRAMS AT SWEETWATER ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASSROOM INCENTIVES & STUDENT CELEBRATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL STRUSKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWEETWATER ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0(PTA FLORIDA CONGRESS)
ReturnHeader/Filer/BusinessNameControlTxt0SWEE
ReturnHeader/Filer/EIN0593333432
ReturnHeader/Filer/PhoneNum09047045310
ReturnHeader/Filer/USAddress/AddressLine1Txt05800 VICTORIA GARDENS BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0PORT ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032127
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593104039
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIEL FRIEBIS & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03890 TURTLE CREEK DR STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT ORANGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032127
ReturnHeader/PreparerPersonGrp/PhoneNum03864927915
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA LUNDQUIST EA
ReturnHeader/ReturnTs02024-12-04T11:16:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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.$0.32$0.32$0.66$0.57$0.09
2024Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.82$0.76$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.66$0.61$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.64$0.58$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.26$0.27$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.31$0.33$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.34$0.35$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.46$0.40$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.38$0.27$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.06$1.01$0.99$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.95$0.93$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.01$1.19$1.35$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.17$0.77$0.78$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.18$0.83$0.74$0.10
2011Summary only. Only limited summary data is available for this year.$0.09$0.00$0.47$0.47$0.00