PTA Florida Congress Brooker Creek Elementary PTA

990EZ • Fiscal year 2018 • EIN 59-3449942

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 19, 2018

Organization Profile N/A

3130 Forelock RoadTarpon Springs, FL 34688

(727) 943-4600

Siviq Scores

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

0.00x

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

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

0.00x

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

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

13%

Higher net margin than 67% of similar nonprofits.

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

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

24%

Faster asset growth than 74% of similar nonprofits.

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

-23%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets57th percentile

Assets

$44,100

Up $8,461 (+24%) from 2017

Net Assets

$44,100

Up $8,461 (+24%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin67th percentile

Revenue

Down

$67,214

Down $19,785 (-23%) from 2017

Expenses

Down

$58,753

Down $24,389 (-29%) from 2017

Net Income

$8,461

Up $4,604 (+119%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

Highlighted filing

2018

Assets$44,100

Liabilities$0

Net Assets$44,100

Open 2018 Filing

Operations Trend

Revenue Growth22nd percentile

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

Highlighted filing

2018

Revenue$67,214

Expenses$58,753

Net Income$8,461

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2017 to Jun 30, 2018
Signed: Sep 19, 2018
Return Version: 2017v2.3
Gross Receipts: $95,324

Mission and Program Overview

Mission

Student and classroom support

Program Services

Description	Grants	Expenses
STUDENT AND CLASSROOM SUPPORT TO MORE THAN 500 STUDENTS INCLUDING BOOKS, CLASSROOM SUPPLIES, ENHANCEMENTS, STUDENT RECOGNITION AND PARENT/TEACHER PROGRAMS.	-	$58,753

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
TESSA MCGREW	President	PT	$0	-	-
ELIZABETH FICCA	Vice Preside	PT	$0	-	-
LEZLEE WEAVER	Treasurer	PT	$0	-	-
JODI KUNSMAN	Secretary	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Fall Fest	$16,532	$16,532	$10,283	$6,249
Bobcat Ball	$15,820	$15,820	$9,524	$6,296
Total Events	$50,302	$50,302	$28,110	$22,192

Filing and Contact Details

Filer

Filer Name: Pta Florida Congress
EIN: 59-3449942
Phone: 7279434600
Address: 3130 FORELOCK ROAD, TARPON SPRINGS, FL 34688

Signing Officer

Name: Tessa Mcgrew
Title: President
Phone: 7279434600
Signed: 2018-09-19
Discuss with paid preparer: Yes

Preparer

Firm: Lima & Associates LLC
Address: 33920 US HIGHWAY 19 N STE 250, PALM HARBOR, FL 34684
Preparer: Barbara a Lima
Phone: 7272235004

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Restitution 2,115 reimbursed bank fees 393 total 2,508”

Form 990-ez, Part I, Line 16

“Expenses office supplies 123 state pta convention 402 county pta functions 425 county council/insurance 354 bank fees 386 hospitality 1,293 pt avenue 199 bce class enhancements 4,307 bce new teacher assistanc 200 bce pta recognition 236 grants 3,234 membership dues 1,624 assemblies 756 astro/family night 5,803 battle of the books 1,678 business sponsor recognit 206 class field trip t-shirts 3,061 red ribbon week 446 reflections 184 school spirit 5,062 stem 842 student enrichment 114 student recognition 1,020 supply packs 10,529 teacher appreciation 1,312 volunteer appreciation 324 yearbook 13,996 total 58,116”

Raw XML Appendix166 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	LEZLEE WEAVER
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	7279434600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	3130 FORELOCK ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	TARPON SPRINGS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	34688
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	35639
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	44100
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	3976
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	8461
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	400
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	35639
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	44100
IRS990EZ/FundraisingGrossIncomeAmt	0	52342
IRS990EZ/GrossReceiptsAmt	0	95324
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	14
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	2047
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	35639
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	44100
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	35639
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	44100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	TESSA MCGREW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	ELIZABETH FICCA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	LEZLEE WEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	JODI KUNSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	SECRETARY
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	58116
IRS990EZ/OtherRevenueTotalAmt	0	2508
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	STUDENT AND CLASSROOM SUPPORT
IRS990EZ/PrintingPublicationsPostageAmt	0	237
IRS990EZ/ProgramServiceRevenueAmt	0	34437
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	STUDENT AND CLASSROOM SUPPORT TO MORE THAN 500 STUDENTS INCLUDING BOOKS, CLASSROOM SUPPLIES, ENHANCEMENTS, STUDENT RECOGNITION AND PARENT/TEACHER PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	58753
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	28110
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	24232
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	58753
IRS990EZ/TotalProgramServiceExpensesAmt	0	58753
IRS990EZ/TotalRevenueAmt	0	67214
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	3976
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	1183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	1413
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	2461
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	2266
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	11299
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	91348
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	126865
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	120829
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	109109
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	96735
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	544886
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	556185
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	95324
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	128048
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	122242
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	111570
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	99001
IRS990ScheduleA/Total509Grp/TotalAmt	0	556185
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	95324
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	128048
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	122242
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	111570
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	99001
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	556185
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	28110
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	FALL FEST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	BOBCAT BALL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	16532
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	15820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	17950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	50302
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	16532
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	15820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	17950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	50302
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	22192
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	8303
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	28110
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	10283
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	9524
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	RESTITUTION 2,115 REIMBURSED BANK FEES 393 TOTAL 2,508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES OFFICE SUPPLIES 123 STATE PTA CONVENTION 402 COUNTY PTA FUNCTIONS 425 COUNTY COUNCIL/INSURANCE 354 BANK FEES 386 HOSPITALITY 1,293 PT AVENUE 199 BCE CLASS ENHANCEMENTS 4,307 BCE NEW TEACHER ASSISTANC 200 BCE PTA RECOGNITION 236 GRANTS 3,234 MEMBERSHIP DUES 1,624 ASSEMBLIES 756 ASTRO/FAMILY NIGHT 5,803 BATTLE OF THE BOOKS 1,678 BUSINESS SPONSOR RECOGNIT 206 CLASS FIELD TRIP T-SHIRTS 3,061 RED RIBBON WEEK 446 REFLECTIONS 184 SCHOOL SPIRIT 5,062 STEM 842 STUDENT ENRICHMENT 114 STUDENT RECOGNITION 1,020 SUPPLY PACKS 10,529 TEACHER APPRECIATION 1,312 VOLUNTEER APPRECIATION 324 YEARBOOK 13,996 TOTAL 58,116
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	TESSA MCGREW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7279434600
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	BROOKER CREEK ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAF
ReturnHeader/Filer/EIN	0	593449942
ReturnHeader/Filer/PhoneNum	0	7279434600
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3130 FORELOCK ROAD
ReturnHeader/Filer/USAddress/CityNm	0	TARPON SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	34688
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	412B6F2C0E0F71AB03C3DC6079E87EBE123B1F09
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	A28ED6FD2BE39000A520D072A8C8EDD7D82830C5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	34.210.87.196
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-09-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CD
ReturnHeader/FilingSecurityInformation/IPTm	0	19:37:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	261745880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	LIMA & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	33920 US HIGHWAY 19 N STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PALM HARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	34684
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7272235004
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BARBARA A LIMA
ReturnHeader/ReturnTs	0	2018-09-19T20:37:17-04:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2017-07-01
ReturnHeader/TaxPeriodEndDt	0	2018-06-30
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $44,100
Liabilities: $0
Net assets: $44,100
Revenue: $67,214
Expenses: $58,753
Net income: $8,461

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$23.9		$23.9	$23.3	$32.7	$9.44
2024Detailed filing. Detailed filing data is available for this year.	$33.4	$0.00	$33.4	$20.3	$43.6	$23.3
2023Detailed filing. Detailed filing data is available for this year.	$56.7	$0.00	$56.7	$53.9	$75.7	$21.8
2022Detailed filing. Detailed filing data is available for this year.	$78.4	$0.00	$78.4	$32.2	$39.3	$7.09
2021Detailed filing. Detailed filing data is available for this year.	$85.5	$0.00	$85.5	$39.1	$42.8	$3.72
2020Detailed filing. Detailed filing data is available for this year.	$89.2	$0.00	$89.2	$51.6	$23.1	$28.6
2019Detailed filing. Detailed filing data is available for this year.	$60.7	$0.00	$60.7	$85.6	$69.1	$16.6
2018Detailed filing. Detailed filing data is available for this year.	$44.1	$0.00	$44.1	$67.2	$58.8	$8.46
2017Detailed filing. Detailed filing data is available for this year.	$35.6	$0.00	$35.6	$87.0	$83.1	$3.86
2016Summary only. Only limited summary data is available for this year.	$31.8	$0.00		$86.5	$76.3	$10.1
2015Summary only. Only limited summary data is available for this year.	$25.8	$0.00		$67.9	$82.9	$15.0
2014Summary only. Only limited summary data is available for this year.	$41.5	$0.00		$74.0	$44.9	$29.1
2013Summary only. Only limited summary data is available for this year.	$2.21	$0.00		$40.1	$52.5	$12.5
2012Summary only. Only limited summary data is available for this year.	$14.7	$0.00		$50.8	$54.9	$4.01
2011Summary only. Only limited summary data is available for this year.	$18.7	$0.00		$57.0	$48.3	$8.74