Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2016 • EIN 59-3404153

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 01, 2016

Organization ProfileWWW.LAKEMARYHS.SCPS.K12.FL.US/P
655 Longwood Lake Mary RoadLake Mary, FL 32746

(407) 488-2405

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

35th percentile

-2.3%

Higher net margin than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

41st percentile

-2.0%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-84%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$25,201

Down $512 (-2.0%) from 2015

Net Assets

Down

$25,201

Down $512 (-2.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin35th percentile

Revenue

Down

$21,993

Down $119,551 (-84%) from 2015

Expenses

Down

$22,505

Down $106,874 (-83%) from 2015

Net Income

Down

-$512

Down $12,677 (-104%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$80K$60K$40K$20K$0Assets 2015: $25,713Liabilities 2015: $0Net Assets 2015: $25,7132015Assets 2016: $25,201Liabilities 2016: $0Net Assets 2016: $25,2012016Assets 2017: $50,157Liabilities 2017: $0Net Assets 2017: $50,1572017Assets 2018: $49,943Liabilities 2018: $0Net Assets 2018: $49,9432018Assets 2019: $61,110Liabilities 2019: $02019Assets 2020: $65,834Liabilities 2020: $02020Assets 2022: $51,759Liabilities 2022: $0Net Assets 2022: $51,7592022

Highlighted filing

2016

Assets$25,201
Liabilities$0
Net Assets$25,201
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $141,544Expenses 2015: $129,379Net Income 2015: $12,1652015Revenue 2016: $21,993Expenses 2016: $22,505Net Income 2016: -$5122016Revenue 2017: $35,748Expenses 2017: $10,792Net Income 2017: $24,9562017Revenue 2018: $25,452Expenses 2018: $19,027Net Income 2018: $6,4252018Revenue 2019: $21,588Expenses 2019: $11,261Net Income 2019: $10,3272019Revenue 2020: $17,688Expenses 2020: $14,464Net Income 2020: $3,2242020Revenue 2022: $26,082Expenses 2022: $21,952Net Income 2022: $4,1302022

Highlighted filing

2016

Revenue$21,993
Expenses$22,505
Net Income-$512
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 1, 2016
Return Version
2015v2.1
Gross Receipts
$87,233
Mission and Program Overview

Mission

Seeks to unite the forces of home, school and community on behalf of children and youth

Teenage/child advocacy and student support

Program Services

DescriptionGrantsExpenses
OTHER ACTIVITIES FOR THE BENEFIT OF THE SCHOOL AND OR STUDENTS AS DESCRIBED-$6,729
PROGRAMS DESIGNED TO FURTHER AND ENRICH STUDENTS EDUCATIONAL EXPERIENCE.-$4,400
OTHER PROGRAMS TO ENHANCE THE STUDENT'S EDUCATION EXPERIENCE BOTH IN AND OUT OF THE CLASSROOM-$3,145
MINI GRANTS TO ENHANCE THE STUDENT'S EDUCATION EXPERIENCE-$2,201
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH DOSTALPresident-$0--
KAREN LEDBETTER1st VP Of Pr-$0--
JILL MECCA2nd VP Of Wa-$0--
SHARON DELGADOTreasurer-$0--
DEB WHALENSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Store$75,754$75,754$55,062$20,692
Project Grad$7,525$7,525$10,178$-2,653
Total Events$83,279$83,279$65,240$18,039
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress-lake Mary
EIN
59-3404153
Phone
4074882405
Address
655 LONGWOOD LAKE MARY ROAD, LAKE MARY, FL 32746

Signing Officer

Name
Beth Dostal
Title
President
Phone
4074882405
Signed
2016-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Paul L Glance Pa
Address
9100 NW 36TH ST STE 105, DORAL, FL 33178-2432
Preparer
Paul L Glance
Phone
3055932112
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses ptsa/club connections 4,400 designated donations 1,024 administrative expenses 1,258 conventions and related expen 1,625 membership related expenses 2,439 fundraising 708 teacher appreciation costs 1,626 student enrichment min grants 2,201 scholarships 1,000 student related program exp. 3,145 teacher of the year award 500 other gifts to school 579 feed the children donation 2,000 total 22,505”

Form 990-ez, Part III, Line 31

“Other activities for the benefit of the school and or students as described”

Raw XML Appendix149 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/PersonNm0REBECCA RUSSO
IRS990EZ/BooksInCareOfDetail/PhoneNum04074882405
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0655 LONGWOOD LAKE MARY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE MARY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032746
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025713
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025201
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0331
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-512
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025713
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025201
IRS990EZ/FundraisingGrossIncomeAmt084501
IRS990EZ/GrossReceiptsAmt087233
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02401
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025713
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025201
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025713
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025201
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETH DOSTAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN LEDBETTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JILL MECCA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARON DELGADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEB WHALEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP OF PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP OF WA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022505
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TEENAGE/CHILD ADVOCACY AND STUDENT SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAMS DESIGNED TO FURTHER AND ENRICH STUDENTS EDUCATIONAL EXPERIENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OTHER PROGRAMS TO ENHANCE THE STUDENT'S EDUCATION EXPERIENCE BOTH IN AND OUT OF THE CLASSROOM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MINI GRANTS TO ENHANCE THE STUDENT'S EDUCATION EXPERIENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER ACTIVITIES FOR THE BENEFIT OF THE SCHOOL AND OR STUDENTS AS DESCRIBED
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13145
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22201
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt36729
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt065240
IRS990EZ/SpecialEventsNetIncomeLossAmt019261
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022505
IRS990EZ/TotalProgramServiceExpensesAmt016475
IRS990EZ/TotalRevenueAmt021993
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAKEMARYHS.SCPS.K12.FL.US/P
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06032
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06363
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt086902
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0136012
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0222914
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0229277
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt087233
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0142044
IRS990ScheduleA/Total509Grp/TotalAmt0229277
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt087233
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0142044
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0229277
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt065240
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOOL STORE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PROJECT GRAD
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt075754
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083279
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt075754
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt083279
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018039
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt065240
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt055062
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PTSA/CLUB CONNECTIONS 4,400 DESIGNATED DONATIONS 1,024 ADMINISTRATIVE EXPENSES 1,258 CONVENTIONS AND RELATED EXPEN 1,625 MEMBERSHIP RELATED EXPENSES 2,439 FUNDRAISING 708 TEACHER APPRECIATION COSTS 1,626 STUDENT ENRICHMENT MIN GRANTS 2,201 SCHOLARSHIPS 1,000 STUDENT RELATED PROGRAM EXP. 3,145 TEACHER OF THE YEAR AWARD 500 OTHER GIFTS TO SCHOOL 579 FEED THE CHILDREN DONATION 2,000 TOTAL 22,505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER ACTIVITIES FOR THE BENEFIT OF THE SCHOOL AND OR STUDENTS AS DESCRIBED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH DOSTAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04074882405
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS-LAKE MARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HIGH PTSA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0593404153
ReturnHeader/Filer/PhoneNum04074882405
ReturnHeader/Filer/USAddress/AddressLine1Txt0655 LONGWOOD LAKE MARY ROAD
ReturnHeader/Filer/USAddress/CityNm0LAKE MARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032746
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591697498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL L GLANCE PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09100 NW 36TH ST STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DORAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331782432
ReturnHeader/PreparerPersonGrp/PhoneNum03055932112
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL L GLANCE
ReturnHeader/ReturnTs02016-11-02T19:22:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,201
Liabilities
$0
Net assets
$25,201
Revenue
$21,993
Expenses
$22,505
Net income
-$512
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.26$0.22$0.04
2020Summary only. Only limited summary data is available for this year.$0.66$0.00$0.18$0.14$0.03
2019Summary only. Only limited summary data is available for this year.$0.61$0.00$0.22$0.11$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.25$0.19$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.36$0.11$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.22$0.23$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.42$1.29$0.12