Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2018 • EIN 59-3590636

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

9055 Northlake ParkwayOrlando, FL 32827

(407) 852-3500

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

47th percentile

2.1%

Higher net margin than 47% 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

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

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

Assets

Up

$16,938

Up $4,437 (+35%) from 2017

Net Assets

Up

$16,938

Up $4,437 (+35%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$67,528

Down $13,171 (-16%) from 2017

Expenses

Down

$66,132

Down $16,118 (-20%) from 2017

Net Income

Up

$1,396

Up $2,947 (+190%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2016: $14,052Net Assets 2016: $14,0522016Assets 2017: $12,501Net Assets 2017: $12,5012017Assets 2018: $16,938Liabilities 2018: $0Net Assets 2018: $16,9382018Assets 2021: $18,682Net Assets 2021: $18,6822021Assets 2022: $39,469Net Assets 2022: $39,4692022Assets 2023: $15,537Net Assets 2023: $15,5372023Assets 2025: $50,931Net Assets 2025: $50,9312025

Highlighted filing

2018

Assets$16,938
Liabilities$0
Net Assets$16,938

Operations Trend

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

$100K$50K$0-$50KRevenue 2016: $38,199Expenses 2016: $54,010Net Income 2016: -$15,8112016Revenue 2017: $80,699Expenses 2017: $82,250Net Income 2017: -$1,5512017Revenue 2018: $67,528Expenses 2018: $66,132Net Income 2018: $1,3962018Revenue 2021: $16,499Expenses 2021: $17,215Net Income 2021: -$7162021Revenue 2022: $70,864Expenses 2022: $50,077Net Income 2022: $20,7872022Revenue 2023: $22,611Expenses 2023: $46,543Net Income 2023: -$23,9322023Revenue 2025: $72,549Expenses 2025: $56,099Net Income 2025: $16,4502025

Highlighted filing

2018

Revenue$67,528
Expenses$66,132
Net Income$1,396
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.2
Gross Receipts
$110,399
Mission and Program Overview

Mission

Topromotethewelfareofchildren

To promote the welfare of children

Program Services

DescriptionGrantsExpenses
SCHOOL IMPROVEMENTS USED TO IMPROVE CLASSROOM AND SCHOOL TECHNOLOGY-$25,000
DIRECT STUDENT BENEFIT ACTIVITIES, INCLUDING BANQUETS, CLINICS, PLAYS, SAFETY PATROL, AND MUSIC PROGRAMS-$11,688
PLAYGROUND EQUIPMENT AND COVER-$10,383
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE KATHMANPresidentPT$0--
KRISTEN BISHOPVPPT$0--
BROOKE SMOLIKTreasurerPT$0--
LAUREN BARNHARTSecretaryPT$0--
NANCY BIGOTCorresponding Sec.PT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterathon$48,264$48,264-$48,264
Total Events$48,264$48,264-$48,264
Filing and Contact Details

Filer

Filer Name
PTA Florida Congress Northlake Park
EIN
59-3590636
Phone
4078523500
Address
9055 Northlake Parkway, Orlando, FL 32827

Signing Officer

Name
Brooke Smolik
Title
Treasurer
Phone
4078523500
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
BOATMAN & BRYANT CPA's
Address
2973 West SR 434 Suite 300, Longwood, FL 32779
Preparer
Robert R Bryant CPA
Phone
3523474424
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

Restitution from theft 1985.

Form 990EZ, Part I, Line 8

Prior Year net transactions in transit 1397.

Form 990EZ, Part I, Line 16

Accounting 100.

Form 990EZ, Part I, Line 16

Administrative 190.

Form 990EZ, Part I, Line 16

Bank Fees 199.

Form 990EZ, Part I, Line 16

Dues 865.

Form 990EZ, Part I, Line 16

Insurance 545.

Form 990EZ, Part I, Line 16

Marketing 2614.

Form 990EZ, Part I, Line 16

Board Training 199.

Form 990EZ, Part I, Line 16

Pay Pal Fees 319.

Form 990EZ, Part I, Line 16

Direct Student Benefit 47071.

Form 990EZ, Part I, Line 16

Programs 2794.

Form 990EZ, Part I, Line 16

Community 10265.

Form 990EZ, Part I, Line 16

Interim Fund

Form 990EZ, Part I, Line 16

Conferences 971.

Raw XML Appendix193 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/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0BROOKE SMOLIK
IRS990EZ/BooksInCareOfDetail/PhoneNum04078523500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09055 Northlake Parkway
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Orlando
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032827
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015542
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016938
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IRS990EZ/ContributionsGiftsGrantsEtcAmt014056
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01396
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015542
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016938
IRS990EZ/FundraisingGrossIncomeAmt089869
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0110399
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03092
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015542
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016938
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015542
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016938
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNE KATHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTEN BISHOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BROOKE SMOLIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAUREN BARNHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NANCY BIGOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Corresponding Sec.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt066132
IRS990EZ/OtherRevenueTotalAmt03382
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the welfare of children
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL IMPROVEMENTS USED TO IMPROVE CLASSROOM AND SCHOOL TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PLAYGROUND EQUIPMENT AND COVER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DIRECT STUDENT BENEFIT ACTIVITIES, INCLUDING BANQUETS, CLINICS, PLAYS, SAFETY PATROL, AND MUSIC PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110383
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211688
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt042871
IRS990EZ/SpecialEventsNetIncomeLossAmt046998
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066132
IRS990EZ/TotalProgramServiceExpensesAmt047071
IRS990EZ/TotalRevenueAmt067528
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0596000771
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0School Board of Orange County
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterathon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048264
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048264
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt048264
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048264
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt048264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Restitution from theft 1985.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prior Year net transactions in transit 1397.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounting 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Administrative 190.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Fees 199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues 865.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 545.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Marketing 2614.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Board Training 199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Pay Pal Fees 319.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Direct Student Benefit 47071.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Programs 2794.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Community 10265.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Interim Fund
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Conferences 971.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
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
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BROOKE SMOLIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04078523500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Florida Congress Northlake Park
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0593590636
ReturnHeader/Filer/PhoneNum04078523500
ReturnHeader/Filer/USAddress/AddressLine1Txt09055 Northlake Parkway
ReturnHeader/Filer/USAddress/CityNm0Orlando
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032827
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A02DBC4E10925BD29898C0F4B61DFF8A4F4B5A78
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A02DBC4E10925BD29898C0F4B61DFF8A4F4B5A78
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.43.19.194
ReturnHeader/FilingSecurityInformation/IPDt02019-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:41:58
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOATMAN & BRYANT CPA's
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02973 West SR 434 Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Longwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032779
ReturnHeader/PreparerPersonGrp/PhoneNum03523474424
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT R BRYANT CPA
ReturnHeader/ReturnTs02019-05-03T11:42:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings