PTA Florida Congress Brooker Creek Elementary PTA

990EZ • Fiscal year 2022 • EIN 59-3449942

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 21, 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

-22%

Higher net margin than 18% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

-8.3%

Faster asset growth than 33% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

-18%

Faster revenue growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$78,428

Down $7,092 (-8.3%) from 2021

Net Assets

Down

$78,428

Down $7,092 (-8.3%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin18th percentile

Revenue

Down

$32,230

Down $6,861 (-18%) from 2021

Expenses

Down

$39,324

Down $3,483 (-8.1%) from 2021

Net Income

Down

-$7,094

Down $3,378 (-91%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

Highlighted filing

2022

Assets$78,428

Liabilities$0

Net Assets$78,428

Open 2022 Filing

Operations Trend

Revenue Growth25th percentile

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

Highlighted filing

2022

Revenue$32,230

Expenses$39,324

Net Income-$7,094

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2021 to Jun 30, 2022
Signed: Sep 21, 2022
Return Version: 2021v4.0
Gross Receipts: $99,836

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.	-	$39,324

Compensation and Service Providers

Top Officer Pay78th 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	$56,805	$56,805	$56,805	$0
Wonderland	$13,360	$13,360	$9,071	$4,289
Total Events	$70,165	$70,165	$65,876	$4,289

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: 2022-09-21
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

“County pta function/leadershi 44 reimbursed bank fees 7 total 51”

Form 990-ez, Part I, Line 16

“Expenses office supplies 18 state pta convention 150 county pta functions 507 county council/insurance 361 bank fees 200 misc pta needs 900 hospitality 412 principal account 998 moneyminder 198 bce class enhancements 3,723 december fun 678 grants 3,771 family night 2,709 battle of the books 2,442 bce avid program 2,678 business sponsor recognit 644 yearbook 70 class field trip t-shirts 590 community outreach 19 grade level enrichment 3,692 national pta litercy gran 1,000 running club 500 school spirit 2,975 student planners 1,010 student activities 3,081 student recognition 1,344 teacher appreciation 3,000 volunteer appreciation 500 back to school breakfast 754 total 38,924”

Raw XML Appendix155 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	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	85522
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	78428
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	7348
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-7094
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	400
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	85522
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	78428
IRS990EZ/FundraisingGrossIncomeAmt	0	75138
IRS990EZ/GrossReceiptsAmt	0	99836
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	8
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	85522
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	78428
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	85522
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	78428
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	38924
IRS990EZ/OtherRevenueTotalAmt	0	51
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	STUDENT AND CLASSROOM SUPPORT
IRS990EZ/ProgramServiceRevenueAmt	0	17291
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	39324
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	67606
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	7532
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	39324
IRS990EZ/TotalProgramServiceExpensesAmt	0	39324
IRS990EZ/TotalRevenueAmt	0	32230
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	7348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	3517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	9591
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	6939
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	3976
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	31371
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	92488
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	57622
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	79738
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	105534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	91348
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	426730
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	458101
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	99836
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	61139
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	89329
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	112473
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	95324
IRS990ScheduleA/Total509Grp/TotalAmt	0	458101
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	99836
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	61139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	89329
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	112473
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	95324
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	458101
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	65876
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	WONDERLAND
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	56805
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	13360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	70165
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	56805
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	13360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	70165
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	4289
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	65876
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	56805
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	9071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	COUNTY PTA FUNCTION/LEADERSHI 44 REIMBURSED BANK FEES 7 TOTAL 51
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES OFFICE SUPPLIES 18 STATE PTA CONVENTION 150 COUNTY PTA FUNCTIONS 507 COUNTY COUNCIL/INSURANCE 361 BANK FEES 200 MISC PTA NEEDS 900 HOSPITALITY 412 PRINCIPAL ACCOUNT 998 MONEYMINDER 198 BCE CLASS ENHANCEMENTS 3,723 DECEMBER FUN 678 GRANTS 3,771 FAMILY NIGHT 2,709 BATTLE OF THE BOOKS 2,442 BCE AVID PROGRAM 2,678 BUSINESS SPONSOR RECOGNIT 644 YEARBOOK 70 CLASS FIELD TRIP T-SHIRTS 590 COMMUNITY OUTREACH 19 GRADE LEVEL ENRICHMENT 3,692 NATIONAL PTA LITERCY GRAN 1,000 RUNNING CLUB 500 SCHOOL SPIRIT 2,975 STUDENT PLANNERS 1,010 STUDENT ACTIVITIES 3,081 STUDENT RECOGNITION 1,344 TEACHER APPRECIATION 3,000 VOLUNTEER APPRECIATION 500 BACK TO SCHOOL BREAKFAST 754 TOTAL 38,924
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	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	2022-09-21
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	2022-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BARBARA A LIMA
ReturnHeader/ReturnTs	0	2022-09-22T17:42:32-04:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	MEGAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	DAVIS
ReturnHeader/TaxPeriodBeginDt	0	2021-07-01
ReturnHeader/TaxPeriodEndDt	0	2022-06-30
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $78,428
Liabilities: $0
Net assets: $78,428
Revenue: $32,230
Expenses: $39,324
Net income: -$7,094

	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