PTA Florida Congress Brooker Creek Elementary PTA

990EZ • Fiscal year 2021 • EIN 59-3449942

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 23, 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

-9.5%

Higher net margin than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

-4.2%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

-24%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets56th percentile

Assets

Down

$85,520

Down $3,716 (-4.2%) from 2020

Net Assets

Down

$85,520

Down $3,716 (-4.2%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin25th percentile

Revenue

Down

$39,091

Down $12,558 (-24%) from 2020

Expenses

$42,807

Up $19,741 (+86%) from 2020

Net Income

Down

-$3,716

Down $32,299 (-113%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

Highlighted filing

2021

Assets$85,520

Liabilities$0

Net Assets$85,520

Open 2021 Filing

Operations Trend

Revenue Growth28th percentile

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

Highlighted filing

2021

Revenue$39,091

Expenses$42,807

Net Income-$3,716

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2020 to Jun 30, 2021
Signed: Sep 23, 2021
Return Version: 2020v4.0
Gross Receipts: $61,139

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.	-	$42,807

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ELIZABETH FICCA	Vice Preside	PT	$0	-	-
MEGHAN DAVIS	President	PT	$0	-	-
CARRIE GARDNER	Treasurer	PT	$0	-	-
KAILY PALMER	Secretary	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Fun Run	$55,120	$55,120	$22,048	$33,072
Total Events	$55,120	$55,120	$22,048	$33,072

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: Meghan Davis
Title: President
Phone: 7279434600
Signed: 2021-09-23
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 16

“Expenses office supplies 813 county pta functions 78 county council/insurance 358 bank fees 25 hospitality 468 principal account 997 pt avenue 198 bce class enhancements 6,303 december fun 483 grants 1,984 battle of the books 1,208 business sponsor recognit 72 class field trip t-shirts 435 community outreach 1,526 student planners 1,132 student activities 17,190 student recognition 1,565 teacher appreciation 4,172 volunteer appreciation 462 back to school breakfast 781 pta leadership conference 176 yearbook 1,981 total 42,407”

Raw XML Appendix152 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
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	ELIZABETH FICCA
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	MEGHAN DAVIS
CompensationExplanation/CompensationExplanationGrp/PersonNm	2	CARRIE GARDNER
CompensationExplanation/CompensationExplanationGrp/PersonNm	3	KAILY PALMER
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	CARRIE GARDNER
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	89236
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	85520
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	3517
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-3716
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	400
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	89236
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	85520
IRS990EZ/FundraisingGrossIncomeAmt	0	56365
IRS990EZ/GrossReceiptsAmt	0	61139
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	10
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	89236
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	85520
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	89236
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	85520
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	ELIZABETH FICCA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	MEGHAN DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	CARRIE GARDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	KAILY PALMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	PRESIDENT
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	42407
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	STUDENT AND CLASSROOM SUPPORT
IRS990EZ/ProgramServiceRevenueAmt	0	1247
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	42807
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	22048
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	34317
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	42807
IRS990EZ/TotalProgramServiceExpensesAmt	0	42807
IRS990EZ/TotalRevenueAmt	0	39091
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	3517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	9591
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	6939
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	3976
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	1183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	25206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	57622
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	79738
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	105534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	91348
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	126865
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	461107
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	486313
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	61139
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	89329
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	112473
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	95324
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	128048
IRS990ScheduleA/Total509Grp/TotalAmt	0	486313
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	61139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	89329
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	112473
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	95324
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	128048
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	486313
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	22048
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	55120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	55120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	55120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	55120
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	33072
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	22048
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	22048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES OFFICE SUPPLIES 813 COUNTY PTA FUNCTIONS 78 COUNTY COUNCIL/INSURANCE 358 BANK FEES 25 HOSPITALITY 468 PRINCIPAL ACCOUNT 997 PT AVENUE 198 BCE CLASS ENHANCEMENTS 6,303 DECEMBER FUN 483 GRANTS 1,984 BATTLE OF THE BOOKS 1,208 BUSINESS SPONSOR RECOGNIT 72 CLASS FIELD TRIP T-SHIRTS 435 COMMUNITY OUTREACH 1,526 STUDENT PLANNERS 1,132 STUDENT ACTIVITIES 17,190 STUDENT RECOGNITION 1,565 TEACHER APPRECIATION 4,172 VOLUNTEER APPRECIATION 462 BACK TO SCHOOL BREAKFAST 781 PTA LEADERSHIP CONFERENCE 176 YEARBOOK 1,981 TOTAL 42,407
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MEGHAN DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7279434600
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-09-23
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/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	2021-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BARBARA A LIMA
ReturnHeader/ReturnTs	0	2021-09-23T10:02:50-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	MEGAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	DAVIS
ReturnHeader/TaxPeriodBeginDt	0	2020-07-01
ReturnHeader/TaxPeriodEndDt	0	2021-06-30
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $85,520
Liabilities: $0
Net assets: $85,520
Revenue: $39,091
Expenses: $42,807
Net income: -$3,716

	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