Civic Intelligence

PTA Florida Congress Aka Carillon Elementary PTA

990EZ • Fiscal year 2024 • EIN 59-3377205

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 06, 2024

3200 Lockwood BlvdOviedo, FL 32765-9199

(321) 276-4809

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$33,123

Up $12,463 (+60%) from 2023

Net Assets

Up

$33,123

Up $12,463 (+60%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$75,907

Down $15,923 (-17%) from 2023

Expenses

Down

$63,444

Down $32,514 (-34%) from 2023

Net Income

Up

$12,463

Up $16,591 (+402%) 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 2010: $12,503Liabilities 2010: $0Net Assets 2010: $12,5032010Assets 2011: $13,079Liabilities 2011: $0Net Assets 2011: $13,0792011Assets 2012: $12,225Liabilities 2012: $0Net Assets 2012: $12,2252012Assets 2013: $16,830Liabilities 2013: $0Net Assets 2013: $16,8302013Assets 2014: $12,612Liabilities 2014: $0Net Assets 2014: $12,6122014Assets 2015: $22,551Liabilities 2015: $0Net Assets 2015: $22,5512015Assets 2016: $16,254Liabilities 2016: $0Net Assets 2016: $16,2542016Assets 2017: $9,963Liabilities 2017: $0Net Assets 2017: $9,9632017Assets 2018: $18,761Liabilities 2018: $02018Assets 2019: $25,915Liabilities 2019: $02019Assets 2020: $39,858Liabilities 2020: $02020Assets 2021: $33,230Net Assets 2021: $33,2302021Assets 2022: $24,788Net Assets 2022: $24,7882022Assets 2023: $20,660Net Assets 2023: $20,6602023Assets 2024: $33,123Net Assets 2024: $33,1232024Assets 2025: $28,111Net Assets 2025: $28,1112025

Highlighted filing

2024

Assets$33,123
Liabilities-
Net Assets$33,123

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $70,9582010Expenses 2011: $69,1362011Expenses 2012: $71,7092012Expenses 2013: $36,5442013Revenue 2014: $54,493Expenses 2014: $58,711Net Income 2014: -$4,2182014Revenue 2015: $51,835Expenses 2015: $41,896Net Income 2015: $9,9392015Revenue 2016: $59,104Expenses 2016: $65,401Net Income 2016: -$6,2972016Revenue 2017: $101,115Expenses 2017: $107,406Net Income 2017: -$6,2912017Revenue 2018: $55,538Expenses 2018: $46,741Net Income 2018: $8,7972018Revenue 2019: $57,976Expenses 2019: $51,531Net Income 2019: $6,4452019Revenue 2020: $61,525Expenses 2020: $47,582Net Income 2020: $13,9432020Revenue 2021: $42,525Expenses 2021: $49,154Net Income 2021: -$6,6292021Revenue 2022: $69,270Expenses 2022: $77,712Net Income 2022: -$8,4422022Revenue 2023: $91,830Expenses 2023: $95,958Net Income 2023: -$4,1282023Revenue 2024: $75,907Expenses 2024: $63,444Net Income 2024: $12,4632024Revenue 2025: $72,280Expenses 2025: $77,292Net Income 2025: -$5,0122025

Highlighted filing

2024

Revenue$75,907
Expenses$63,444
Net Income$12,463
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$94,909
Mission and Program Overview

Mission

education charitable

Program Services

DescriptionGrantsExpenses
School enhancements to benefit 1000 students including outdoor activities and a mental health wellness room$0$24,792
Provided and supported educational school-related programs including faculty and staff support not funded by the school system$0$13,751
Administration Bank Charges Decorating Insurance Printing PTA Conference Taxes Website Shirts for All Students and Staff Sponsored Another School PTA$0$12,702
Provided school year long functions for all grade levels from ESE VPK K-5th for 1000 students including support for specials and clubs$0$11,412
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yadira Berrios-SotoPresidentPT$0--
Bhavna MiddlebrookTreasurerPT$0--
Jenna PabonVP ProgramsPT$0--
Sarah MattinglyVP Ways And MeansPT$0--
Holly AlkireBusiness PartnersPT$0--
Tommi Barrett-GreenlySecretaryPT$0--
Tamara Sanchez-AstlefordRoom Parent CoordinatorPT$0--
Virginia SykesHospitalityPT$0--
Monica HaganHospitalityPT$0--
January SambellSpirit Night CoordinatorPT$0--
Marissa ClausReflections CoordinatorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$61,320$57,284$647$56,637
Event 2$0$0$0$0
Total Events$61,320$57,284$4,036$53,248
Filing and Contact Details

Filer

Filer Name
PTA FLORIDA CONGRESS aka Carillon Elementary PTA
EIN
59-3377205
In Care Of
% Jenna Pabon
Address
3200 LOCKWOOD BLVD, OVIEDO, FL 32765-9199

Signing Officer

Name
Jenna Pabon
Title
PTA Treasurer
Signed
2024-11-06
Supplemental Narrative

Additional Explanations

Part I, line 8

| Other Revenues:, Amount:| Citizens Bank Uncleared Checks, $134| Citizens Bank Checking Transfer, $275|

Part I, line 16

| Other Expenses:, Amount:| Admin Office Supplies, $1766| Bank Charges NSF, $15| Decorating, $282| Seminole County PTA Dues, $176| Taxes, $101| Website Internet Expense, $780| Business Partners, $7520| Rewards Expense, $200| Spirit Nights, $250| 5th Grade Award Night, $100| BooHoo Yahoo Breakfast, $282| Dividend Programs, $842| End of the Year Party 1st Grade, $345| End of the Year Party 2nd Grade, $311| End of the Year Party 3rd Grade, $369| End of the Year Party 4th Grade, $359| End of the Year Party 5th Grade, $8589| End of the Year Party K, $475| End of the Year Party PRE-K, $71| End of the Year Party VPK, $24| Field Day, $236| Guidance Support, $361| Hagerty HS Senior Day, $39| Health and Safety, $568| Hospitality and Gifts, $2363| Literacy Week, $250| Mental Health Wellness Room, $636| National Elementary Honor Society, $78| Reflections, $210| School Dept - Arts, $19| School Dept - Music, $325| School Dept - PE, $300| School Enhancement, $24156| Special Assembly, $1600| Staff Appreciation Week, $1399| Staff Cocoa Bar, $200| STEM Math Night, $1275| Trunk or Treat Book Fair, $898| Veterans Assembly, $166| Welcome Back Week, $1777| Program Expense, $2027| End of the Year Party ESE, $147| PTA Training Conference Expense, $942|

Part I, Line 16

| Explanation:| Admin Office Supplies

Part I, Line 16

| Explanation:| Bank Charges NSF

Part I, Line 16

| Explanation:| Decorating

Part I, Line 16

| Explanation:| PTA Training Conference Expense

Part I, Line 16

| Explanation:| Seminole County PTA Dues

Part I, Line 16

| Explanation:| Taxes

Part I, Line 16

| Explanation:| Website Internet Expense

Part I, Line 16

| Explanation:| Business Partners

Part I, Line 16

| Explanation:| Rewards Expense

Part I, Line 16

| Explanation:| Spirit Nights

Part I, Line 16

| Explanation:| 5th Grade Award Night

Part I, Line 16

| Explanation:| BooHoo Yahoo Breakfast

Part I, Line 16

| Explanation:| Dividend Programs

Part I, Line 16

| Explanation:| End of the Year Party 1st Grade

Part I, Line 16

| Explanation:| End of the Year Party 2nd Grade

Part I, Line 16

| Explanation:| End of the Year Party 3rd Grade

Part I, Line 16

| Explanation:| End of the Year Party 4th Grade

Part I, Line 16

| Explanation:| End of the Year Party 5th Grade

Part I, Line 16

| Explanation:| End of the Year Party ESE

Part I, Line 16

| Explanation:| End of the Year Party K

Part I, Line 16

| Explanation:| End of the Year Party PRE-K

Part I, Line 16

| Explanation:| End of the Year Party VPK

Part I, Line 16

| Explanation:| Field Day

Part I, Line 16

| Explanation:| Guidance Support

Part I, Line 16

| Explanation:| Hagerty HS Senior Day

Part I, Line 16

| Explanation:| Health and Safety

Part I, Line 16

| Explanation:| Hospitality and Gifts

Part I, Line 16

| Explanation:| Literacy Week

Part I, Line 16

| Explanation:| Mental Health Wellness Room

Part I, Line 16

| Explanation:| National Elementary Honor Society

Part I, Line 16

| Explanation:| Program Expense

Part I, Line 16

| Explanation:| Reflections

Part I, Line 16

| Explanation:| School Dept - Arts

Part I, Line 16

| Explanation:| School Dept - Music

Part I, Line 16

| Explanation:| School Dept - PE

Part I, Line 16

| Explanation:| School Enhancement

Part I, Line 16

| Explanation:| Special Assembly

Part I, Line 16

| Explanation:| Staff Appreciation Week

Part I, Line 16

| Explanation:| Staff Cocoa Bar

Part I, Line 16

| Explanation:| STEM Math Night

Part I, Line 16

| Explanation:| Trunk or Treat Book Fair

Part I, Line 16

| Explanation:| Veterans Assembly

Part I, Line 16

| Explanation:| Welcome Back Week

Part I, Line 16

| Explanation:| Rewards Expense

Part I, Line 8

| Explanation:| Citizens Bank Checking

Part III, Line 31

| Explanation:| Administration Bank Charges Decorating Insurance Printing PTA Conference Taxes Website Shirts for All Students and Staff

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IRS990ScheduleA/PublicSupportCY509Pct01
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IRS990ScheduleA/PublicSupportTotal509Amt0378223
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt093845
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt093142
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt077593
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046657
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt066986
IRS990ScheduleA/Total509Grp/TotalAmt0378223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt093845
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt093142
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt077593
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt046657
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066986
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0378223
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt04036
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04036
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt061320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt057284
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057284
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt053248
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02889
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02889
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0647
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0647
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Revenues:, Amount:| Citizens Bank Uncleared Checks, $134| Citizens Bank Checking Transfer, $275|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Admin Office Supplies, $1766| Bank Charges NSF, $15| Decorating, $282| Seminole County PTA Dues, $176| Taxes, $101| Website Internet Expense, $780| Business Partners, $7520| Rewards Expense, $200| Spirit Nights, $250| 5th Grade Award Night, $100| BooHoo Yahoo Breakfast, $282| Dividend Programs, $842| End of the Year Party 1st Grade, $345| End of the Year Party 2nd Grade, $311| End of the Year Party 3rd Grade, $369| End of the Year Party 4th Grade, $359| End of the Year Party 5th Grade, $8589| End of the Year Party K, $475| End of the Year Party PRE-K, $71| End of the Year Party VPK, $24| Field Day, $236| Guidance Support, $361| Hagerty HS Senior Day, $39| Health and Safety, $568| Hospitality and Gifts, $2363| Literacy Week, $250| Mental Health Wellness Room, $636| National Elementary Honor Society, $78| Reflections, $210| School Dept - Arts, $19| School Dept - Music, $325| School Dept - PE, $300| School Enhancement, $24156| Special Assembly, $1600| Staff Appreciation Week, $1399| Staff Cocoa Bar, $200| STEM Math Night, $1275| Trunk or Treat Book Fair, $898| Veterans Assembly, $166| Welcome Back Week, $1777| Program Expense, $2027| End of the Year Party ESE, $147| PTA Training Conference Expense, $942|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:| Admin Office Supplies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:| Bank Charges NSF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4| Explanation:| Decorating
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5| Explanation:| PTA Training Conference Expense
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6| Explanation:| Seminole County PTA Dues
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7| Explanation:| Taxes
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8| Explanation:| Website Internet Expense
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9| Explanation:| Business Partners
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10| Explanation:| Rewards Expense
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11| Explanation:| Spirit Nights
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12| Explanation:| 5th Grade Award Night
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13| Explanation:| BooHoo Yahoo Breakfast
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14| Explanation:| Dividend Programs
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15| Explanation:| End of the Year Party 1st Grade
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16| Explanation:| End of the Year Party 2nd Grade
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17| Explanation:| End of the Year Party 3rd Grade
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18| Explanation:| End of the Year Party 4th Grade
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19| Explanation:| End of the Year Party 5th Grade
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20| Explanation:| End of the Year Party ESE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21| Explanation:| End of the Year Party K
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22| Explanation:| End of the Year Party PRE-K
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23| Explanation:| End of the Year Party VPK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24| Explanation:| Field Day
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25| Explanation:| Guidance Support
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26| Explanation:| Hagerty HS Senior Day
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27| Explanation:| Health and Safety
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28| Explanation:| Hospitality and Gifts
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29| Explanation:| Literacy Week
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30| Explanation:| Mental Health Wellness Room
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31| Explanation:| National Elementary Honor Society
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32| Explanation:| Program Expense
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33| Explanation:| Reflections
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34| Explanation:| School Dept - Arts
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35| Explanation:| School Dept - Music
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt36| Explanation:| School Dept - PE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt37| Explanation:| School Enhancement
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt38| Explanation:| Special Assembly
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt39| Explanation:| Staff Appreciation Week
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt40| Explanation:| Staff Cocoa Bar
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt41| Explanation:| STEM Math Night
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42| Explanation:| Trunk or Treat Book Fair
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt43| Explanation:| Veterans Assembly
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt44| Explanation:| Welcome Back Week
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt45| Explanation:| Rewards Expense
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt46| Explanation:| Citizens Bank Checking
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt47| Explanation:| Administration Bank Charges Decorating Insurance Printing PTA Conference Taxes Website Shirts for All Students and Staff
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jenna Pabon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS aka Carillon Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0593377205
ReturnHeader/Filer/ForeignPhoneNum04073204650
ReturnHeader/Filer/InCareOfNm0% Jenna Pabon
ReturnHeader/Filer/USAddress/AddressLine1Txt03200 LOCKWOOD BLVD
ReturnHeader/Filer/USAddress/CityNm0OVIEDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0327659199
ReturnHeader/ReturnTs02024-11-06T14:37:23-05:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.72$0.77$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.76$0.63$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.92$0.96$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.69$0.78$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.43$0.49$0.07
2020Summary only. Only limited summary data is available for this year.$0.40$0.00$0.62$0.48$0.14
2019Summary only. Only limited summary data is available for this year.$0.26$0.00$0.58$0.52$0.06
2018Summary only. Only limited summary data is available for this year.$0.19$0.00$0.56$0.47$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.01$1.07$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.59$0.65$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.52$0.42$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.54$0.59$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$0.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.71