Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2018 • EIN 59-3404153

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

80th percentile

25%

Higher net margin than 80% 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

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

18th percentile

-29%

Faster revenue growth than 18% of similar nonprofits.

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

Assets

Down

$49,943

Down $214 (-0.4%) from 2017

Net Assets

Down

$49,943

Down $214 (-0.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$25,452

Down $10,296 (-29%) from 2017

Expenses

Up

$19,027

Up $8,235 (+76%) from 2017

Net Income

Down

$6,425

Down $18,531 (-74%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$49,943
Liabilities$0
Net Assets$49,943

Operations Trend

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

2018

Revenue$25,452
Expenses$19,027
Net Income$6,425
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.2
Gross Receipts
$61,669
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
PROGRAMS DESIGNED TO FURTHER AND ENRICH STUDENTS EDUCATIONAL EXPERIENCE.-$6,860
OTHER PROGRAMS TO ENHANCE THE STUDENTS' EDUCATION EXPERIENCE BOTH IN AND OUT OF THE CLASSROOM-$5,298
SCHOOL ADMINISTRATION SUPPORT FOR ACCREDITATION AND ADMINISTRATION FURNITURE-$4,058
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH DOSTALPresidentPT$0--
SHERRY MORGANVice PresidentPT$0--
SHARON DELGADOTreasurerPT$0--
DEBRA WHALENSecretaryPT$0--
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
2018-11-09
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 16

Memberships 120.

Form 990EZ, Part I, Line 16

Insurance 425.

Form 990EZ, Part I, Line 16

Postage and Mailing Service 20.

Form 990EZ, Part I, Line 16

Supplies 156.

Form 990EZ, Part I, Line 16

Teachers Appreciation Luncheon 982.

Form 990EZ, Part I, Line 16

Other Hospitality Events 486.

Form 990EZ, Part I, Line 16

Student Scholarships 1200.

Form 990EZ, Part I, Line 16

Mini Grants 5660.

Form 990EZ, Part I, Line 16

Positive Behavior Support 1000.

Form 990EZ, Part I, Line 16

Challenge Day 1500.

Form 990EZ, Part I, Line 16

Principle's Fund 1200.

Form 990EZ, Part I, Line 16

other programs/student support 2453.

Form 990EZ, Part I, Line 16

Hospitality-BTS Teachers Breakfast 1151.

Form 990EZ, Part I, Line 16

Direct School Store Related Expenses 1893.

Form 990EZ, Part I, Line 16

Other Teacher and Schoool Related Expenses 238.

Form 990EZ, Part I, Line 16

Bank Fees and Misc. 43.

Form 990EZ, Part I, Line 20

Less inventory prior year sold -6639.

Form 990EZ, Part II, Line 24

Store inventory-unsold 6639. 0.

Raw XML Appendix186 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/PersonNm0SHARON DELGADO
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/BOYAmt043518
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049943
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030
IRS990EZ/CostOfGoodsSoldAmt035872
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06425
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050157
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049943
IRS990EZ/FundraisingGrossIncomeAmt0484
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt024284
IRS990EZ/GrossReceiptsAmt061669
IRS990EZ/GrossSalesOfInventoryAmt060156
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0998
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050157
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049943
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050157
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049943
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETH DOSTAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERRY MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHARON DELGADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBRA WHALEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06639
IRS990EZ/OtherChangesInNetAssetsAmt0-6639
IRS990EZ/OtherExpensesTotalAmt018527
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Teenage/Child Advocacy and Student Support
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAMS DESIGNED TO FURTHER AND ENRICH STUDENTS EDUCATIONAL EXPERIENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OTHER PROGRAMS TO ENHANCE THE STUDENTS' EDUCATION EXPERIENCE BOTH IN AND OUT OF THE CLASSROOM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL ADMINISTRATION SUPPORT FOR ACCREDITATION AND ADMINISTRATION FURNITURE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06860
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15298
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24058
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0345
IRS990EZ/SpecialEventsNetIncomeLossAmt0139
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019027
IRS990EZ/TotalProgramServiceExpensesAmt016216
IRS990EZ/TotalRevenueAmt025452
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06032
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09922
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt060640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt075460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt086902
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0136012
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0359014
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0368936
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061668
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077991
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt087233
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0142044
IRS990ScheduleA/Total509Grp/TotalAmt0368936
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0368936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Memberships 120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 425.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Postage and Mailing Service 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teachers Appreciation Luncheon 982.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other Hospitality Events 486.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Student Scholarships 1200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Mini Grants 5660.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Positive Behavior Support 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Challenge Day 1500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Principle's Fund 1200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11other programs/student support 2453.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Hospitality-BTS Teachers Breakfast 1151.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Direct School Store Related Expenses 1893.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Other Teacher and Schoool Related Expenses 238.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Bank Fees and Misc. 43.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Less inventory prior year sold -6639.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Store inventory-unsold 6639. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH DOSTAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04074882405
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Florida Congress-Lake Mary
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C7AC51A0C5E72F63784AA8179CD39A98A9DB9A08
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C7AC51A0C5E72F63784AA8179CD39A98A9DB9A08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.3.122.230
ReturnHeader/FilingSecurityInformation/IPDt02018-12-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:38:40
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL GLANCE PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09100 NW 36TH ST STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DORAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033178
ReturnHeader/PreparerPersonGrp/PhoneNum03055932112
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL L GLANCE CPA
ReturnHeader/ReturnTs02018-12-10T18:38:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits