Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2014 • EIN 59-3641169

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 29, 2014

Organization ProfileN/A
1240 Sanctuary DriveOviedo, FL 32765

(407) 871-7050

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

60th percentile

7.5%

Higher net margin than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-47%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$15,267

Up $1,951 (+15%) from 2013

Net Assets

Up

$15,267

Up $1,951 (+15%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin60th percentile

Revenue

Down

$25,858

Down $22,973 (-47%) from 2013

Expenses

Down

$23,907

Down $20,566 (-46%) from 2013

Net Income

Down

$1,951

Down $2,407 (-55%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$30K$20K$10K$0Assets 2011: $10,239Liabilities 2011: $02011Assets 2012: $8,957Liabilities 2012: $02012Assets 2013: $13,316Liabilities 2013: $0Net Assets 2013: $13,3162013Assets 2014: $15,267Liabilities 2014: $0Net Assets 2014: $15,2672014Assets 2015: $18,976Liabilities 2015: $0Net Assets 2015: $18,9762015Assets 2016: $21,324Liabilities 2016: $0Net Assets 2016: $21,3242016

Highlighted filing

2014

Assets$15,267
Liabilities$0
Net Assets$15,267
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $52,190Expenses 2011: $49,837Net Income 2011: $2,3532011Revenue 2012: $43,875Expenses 2012: $45,158Net Income 2012: -$1,2832012Revenue 2013: $48,831Expenses 2013: $44,473Net Income 2013: $4,3582013Revenue 2014: $25,858Expenses 2014: $23,907Net Income 2014: $1,9512014Revenue 2015: $32,808Expenses 2015: $29,099Net Income 2015: $3,7092015Revenue 2016: $26,364Expenses 2016: $24,016Net Income 2016: $2,3482016

Highlighted filing

2014

Revenue$25,858
Expenses$23,907
Net Income$1,951
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 29, 2014
Return Version
2013v3.1
Gross Receipts
$53,289
Mission and Program Overview

Mission

Middle School PTSA

PTA Program

Program Services

DescriptionGrantsExpenses
SCHOOL PTSA-$23,907
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMIE CONKENPresident-$0--
MARY BAKER1st VP - ProgramsPT$0--
TRACIE HANDBERG2nd VP - Ways & Means Co-Chair-$0--
CHRISTINE DALHE2nd VP - Ways & Means Co-Chair-$0--
SHEILA MORENSRecording Secretary-$0--
VALERIE OBERSONTreasurer-$0--
Filing and Contact Details

Filer

EIN
59-3641169
Phone
4078717050

Signing Officer

Name
Valerie Oberson
Title
Treasurer
Phone
4078717050
Signed
2014-10-29

Preparer

Preparer
Jay Licari Ea
Phone
4079774833
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Administrative 752. Awards banquet 36. Cultural arts & reflections 187. Hospitality 3003. Membership 242. Mini grants 5765. 8th grade dance 3311. Insurance 385. Needs assesment 2500. Programs - admin chosen 800. Programs - environmental day 1002. Programs - health fair 298. Sccpta dues 50. Sccpta scholarships 100. Student incentives 546. 8th grade end of year 2844. Ptsa florida 745. National dues 1341.”

Raw XML Appendix145 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0VALERIE OBERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum04078717050
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101240 Sanctuary Dr
IRS990EZ/BooksInCareOfDetail/USAddress/City0Oviedo
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode032765
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013316
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015267
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03508
IRS990EZ/CostOfGoodsSoldAmt018995
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01951
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013316
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015267
IRS990EZ/FundraisingGrossIncomeAmt017144
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt010617
IRS990EZ/GrossReceiptsAmt053289
IRS990EZ/GrossSalesOfInventoryAmt029612
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03025
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013316
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015267
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013316
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015267
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMIE CONKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACIE HANDBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTINE DALHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHEILA MORENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VALERIE OBERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st VP - Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd VP - Ways & Means Co-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32nd VP - Ways & Means Co-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023907
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA Program
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL PTSA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023907
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08436
IRS990EZ/SpecialEventsNetIncomeLossAmt08708
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023907
IRS990EZ/TotalProgramServiceExpensesAmt023907
IRS990EZ/TotalRevenueAmt025858
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06533
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt033005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0120269
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0241977
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt021051
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt019931
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt025349
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt055377
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt0121708
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06533
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059001
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052936
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065110
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058397
IRS990ScheduleA/Total509Grp/TotalAmt0241977
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0241977
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATIVE 752. AWARDS BANQUET 36. CULTURAL ARTS & REFLECTIONS 187. HOSPITALITY 3003. MEMBERSHIP 242. MINI GRANTS 5765. 8TH GRADE DANCE 3311. INSURANCE 385. NEEDS ASSESMENT 2500. PROGRAMS - ADMIN CHOSEN 800. PROGRAMS - ENVIRONMENTAL DAY 1002. PROGRAMS - HEALTH FAIR 298. SCCPTA DUES 50. SCCPTA SCHOLARSHIPS 100. STUDENT INCENTIVES 546. 8TH GRADE END OF YEAR 2844. PTSA FLORIDA 745. NATIONAL DUES 1341.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE OBERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04078717050
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10Lawton Chiles Middle School PTSA
ReturnHeader/Filer/BusinessNameControlTxt0LAWT
ReturnHeader/Filer/EIN0593641169
ReturnHeader/Filer/PhoneNum04078717050
ReturnHeader/Filer/USAddress/AddressLine101240 Sanctuary Drive
ReturnHeader/Filer/USAddress/City0Oviedo
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032765
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JAY LICARI EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10282 OSPREY LAKES CIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0OVIEDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0327666664
ReturnHeader/PreparerPersonGrp/PhoneNum04079774833
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY LICARI EA
ReturnHeader/ReturnTs02014-11-11T06:45:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,267
Liabilities
$0
Net assets
$15,267
Revenue
$25,858
Expenses
$23,907
Net income
$1,951
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$26.4$24.0$2.35
2015Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$32.8$29.1$3.71
2014Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$25.9$23.9$1.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$0.00$13.3$48.8$44.5$4.36
2012Summary only. Only limited summary data is available for this year.$8.96$0.00$43.9$45.2$1.28
2011Summary only. Only limited summary data is available for this year.$10.2$0.00$52.2$49.8$2.35
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits