Civic Intelligence

PTA Florida Congress Brooker Creek Elementary PTA

990EZ • Fiscal year 2023 • EIN 59-3449942

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 22, 2023

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.

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

12th percentile

-40%

Higher net margin than 12% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

19th percentile

-28%

Faster asset growth than 19% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

67%

Faster revenue growth than 85% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$56,680

Down $21,748 (-28%) from 2022

Net Assets

Down

$56,680

Down $21,748 (-28%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$53,923

Up $21,693 (+67%) from 2022

Expenses

Up

$75,674

Up $36,350 (+92%) from 2022

Net Income

Down

-$21,751

Down $14,657 (-207%) from 2022

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $18,666Liabilities 2011: $02011Assets 2012: $14,661Liabilities 2012: $02012Assets 2013: $2,208Liabilities 2013: $02013Assets 2014: $41,506Liabilities 2014: $02014Assets 2015: $25,827Liabilities 2015: $02015Assets 2016: $31,781Liabilities 2016: $02016Assets 2017: $35,639Liabilities 2017: $0Net Assets 2017: $35,6392017Assets 2018: $44,100Liabilities 2018: $0Net Assets 2018: $44,1002018Assets 2019: $60,652Liabilities 2019: $0Net Assets 2019: $60,6522019Assets 2020: $89,236Liabilities 2020: $0Net Assets 2020: $89,2362020Assets 2021: $85,520Liabilities 2021: $0Net Assets 2021: $85,5202021Assets 2022: $78,428Liabilities 2022: $0Net Assets 2022: $78,4282022Assets 2023: $56,680Liabilities 2023: $0Net Assets 2023: $56,6802023Assets 2024: $33,369Liabilities 2024: $0Net Assets 2024: $33,3692024Assets 2025: $23,920Net Assets 2025: $23,9202025

Highlighted filing

2023

Assets$56,680
Liabilities$0
Net Assets$56,680

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $57,003Expenses 2011: $48,266Net Income 2011: $8,7372011Revenue 2012: $50,845Expenses 2012: $54,851Net Income 2012: -$4,0062012Revenue 2013: $40,054Expenses 2013: $52,507Net Income 2013: -$12,4532013Revenue 2014: $73,999Expenses 2014: $44,907Net Income 2014: $29,0922014Revenue 2015: $67,916Expenses 2015: $82,874Net Income 2015: -$14,9582015Revenue 2016: $86,457Expenses 2016: $76,346Net Income 2016: $10,1112016Revenue 2017: $86,999Expenses 2017: $83,142Net Income 2017: $3,8572017Revenue 2018: $67,214Expenses 2018: $58,753Net Income 2018: $8,4612018Revenue 2019: $85,630Expenses 2019: $69,075Net Income 2019: $16,5552019Revenue 2020: $51,649Expenses 2020: $23,066Net Income 2020: $28,5832020Revenue 2021: $39,091Expenses 2021: $42,807Net Income 2021: -$3,7162021Revenue 2022: $32,230Expenses 2022: $39,324Net Income 2022: -$7,0942022Revenue 2023: $53,923Expenses 2023: $75,674Net Income 2023: -$21,7512023Revenue 2024: $20,322Expenses 2024: $43,634Net Income 2024: -$23,3122024Revenue 2025: $23,277Expenses 2025: $32,716Net Income 2025: -$9,4392025

Highlighted filing

2023

Revenue$53,923
Expenses$75,674
Net Income-$21,751
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 22, 2023
Return Version
2022v5.0
Gross Receipts
$94,447
Mission and Program Overview

Mission

Student and classroom support

Program Services

DescriptionGrantsExpenses
STUDENT AND CLASSROOM SUPPORT TO MORE THAN 500 STUDENTS INCLUDING BOOKS, CLASSROOM SUPPLIES, ENHANCEMENTS, STUDENT RECOGNITION AND PARENT/TEACHER PROGRAMS.-$75,674
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER REYESPresidentPT$0--
MARISSA PHILLIPSVice PresidePT$0--
MORGAN BOYDTreasurerPT$0--
DARCY KNEZSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$27,868$27,868$3,095$24,773
Spring Social$19,192$19,192$14,989$4,203
Total Events$76,319$76,319$40,524$35,795
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
Jennifer Reyes
Title
President
Phone
7279434600
Signed
2023-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Lima & Associates LLC
Address
33920 US HIGHWAY 19 N STE 155, PALM HARBOR, FL 34684
Preparer
Barbara a Lima
Phone
7272235004
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Misc/pta needs 340 total 340

Form 990-ez, Part I, Line 16

Expenses office supplies 62 county pta functions 208 county council/insurance 279 all pro dad's 116 back to school breakfast 1,190 bank fees 186 battle of the books 2,788 bce avid program 318 bce class enhancements 2,339 business sponsor recognit 375 class field trip t-shirts 3,071 family night 4,463 grade level enrichment 1,361 grants 3,513 hospitality 552 misc pta needs 593 miscellaneous 100 moneyminder 238 playground 23,000 principal account 290 restaurant spirit nights 148 run club 334 school spirit 7,170 student activities 5,474 student planners 1,182 student recognition 1,611 teacher appreciation 2,400 technology upgrades/enhan 11,467 volunteer appreciation 421 total 75,249

Raw XML Appendix160 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0MORGAN BOYD
IRS990EZ/BooksInCareOfDetail/PhoneNum07279434600
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TARPON SPRINGS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034688
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt078431
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056680
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06128
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-21751
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrossReceiptsAmt094447
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt078431
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER REYES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MORGAN BOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DARCY KNEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt075249
IRS990EZ/OtherRevenueTotalAmt0340
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT AND CLASSROOM SUPPORT
IRS990EZ/ProgramServiceRevenueAmt011363
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT AND CLASSROOM SUPPORT TO MORE THAN 500 STUDENTS INCLUDING BOOKS, CLASSROOM SUPPLIES, ENHANCEMENTS, STUDENT RECOGNITION AND PARENT/TEACHER PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt075674
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt040524
IRS990EZ/SpecialEventsNetIncomeLossAmt035845
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075674
IRS990EZ/TotalProgramServiceExpensesAmt075674
IRS990EZ/TotalRevenueAmt053923
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06128
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09591
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06939
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt088319
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt092488
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt057622
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt079738
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0105534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0423701
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0457224
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt094447
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt099836
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061139
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt089329
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0112473
IRS990ScheduleA/Total509Grp/TotalAmt0457224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt094447
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt099836
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt089329
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0112473
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0457224
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040524
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0READ-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING SOCIAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027868
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019192
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt029259
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt076319
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027868
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019192
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt029259
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt076319
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035795
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt022440
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040524
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03095
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014989
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC/PTA NEEDS 340 TOTAL 340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES 62 COUNTY PTA FUNCTIONS 208 COUNTY COUNCIL/INSURANCE 279 ALL PRO DAD'S 116 BACK TO SCHOOL BREAKFAST 1,190 BANK FEES 186 BATTLE OF THE BOOKS 2,788 BCE AVID PROGRAM 318 BCE CLASS ENHANCEMENTS 2,339 BUSINESS SPONSOR RECOGNIT 375 CLASS FIELD TRIP T-SHIRTS 3,071 FAMILY NIGHT 4,463 GRADE LEVEL ENRICHMENT 1,361 GRANTS 3,513 HOSPITALITY 552 MISC PTA NEEDS 593 MISCELLANEOUS 100 MONEYMINDER 238 PLAYGROUND 23,000 PRINCIPAL ACCOUNT 290 RESTAURANT SPIRIT NIGHTS 148 RUN CLUB 334 SCHOOL SPIRIT 7,170 STUDENT ACTIVITIES 5,474 STUDENT PLANNERS 1,182 STUDENT RECOGNITION 1,611 TEACHER APPRECIATION 2,400 TECHNOLOGY UPGRADES/ENHAN 11,467 VOLUNTEER APPRECIATION 421 TOTAL 75,249
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER REYES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07279434600
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BROOKER CREEK ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0593449942
ReturnHeader/Filer/PhoneNum07279434600
ReturnHeader/Filer/USAddress/AddressLine1Txt03130 FORELOCK ROAD
ReturnHeader/Filer/USAddress/CityNm0TARPON SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034688
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261745880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LIMA & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt033920 US HIGHWAY 19 N STE 155
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM HARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034684
ReturnHeader/PreparerPersonGrp/PhoneNum07272235004
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA A LIMA
ReturnHeader/ReturnTs02023-09-22T14:28:34-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REYES
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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