Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2015 • EIN 59-3641169

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$18,976

Up $3,709 (+24%) from 2014

Net Assets

Up

$18,976

Up $3,709 (+24%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin66th percentile

Revenue

Up

$32,808

Up $6,950 (+27%) from 2014

Expenses

Up

$29,099

Up $5,192 (+22%) from 2014

Net Income

Up

$3,709

Up $1,758 (+90%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2015

Assets$18,976
Liabilities$0
Net Assets$18,976
Open 2015 Filing

Operations Trend

Revenue Growth77th 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

2015

Revenue$32,808
Expenses$29,099
Net Income$3,709
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$53,444
Mission and Program Overview

Mission

Middle School PTSA

Program Services

DescriptionGrantsExpenses
Middle School PTSA--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie ConkenPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
1$17,866$17,866$8,138$9,728
Total Events$17,866$17,866$8,138$9,728
Filing and Contact Details

Filer

Filer Name
Lawton Chiles Middle School PTSA
EIN
59-3641169
Address
1240 Sanctuary Drive, Oviedo, FL 32765

Signing Officer

Name
Valerie Oberson
Title
Treasurer
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Central Florida Tax Solutions
Address
282 Osprey Lakes Circle, Oviedo, FL 32766
Preparer
Jay Licari EA
Phone
4079774833
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountMembership Dues 2,1948th Grade Dance 3,213Hospitality Expenses 4,055Student Incentives 566Program Expenses 4,504Admin Expense 73Bank Charges 15Insurance 430Donations 3,2008th Grade Year End Events 2,821”

Raw XML Appendix140 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/BenefitsPaidToOrForMembersAmt07778
IRS990EZ/BooksInCareOfDetail/PersonNm0Valerie Oberson
IRS990EZ/BooksInCareOfDetail/PhoneNum04078717050
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01240 Sanctuary Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oviedo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032765
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015267
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018976
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt012498
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03709
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015267
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018976
IRS990EZ/FundraisingGrossIncomeAmt017866
IRS990EZ/GrossProfitLossSlsOfInvntryAmt017604
IRS990EZ/GrossReceiptsAmt053444
IRS990EZ/GrossSalesOfInventoryAmt030102
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02954
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015267
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018976
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015267
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018976
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jamie Conken
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt021071
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Middle School PTSA
IRS990EZ/ProgramServiceRevenueAmt02522
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Middle School PTSA
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08138
IRS990EZ/SpecialEventsNetIncomeLossAmt09728
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029099
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt032808
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05476
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06533
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt037950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt036761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0119725
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt047968
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt021051
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt019931
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt025349
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0114299
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0234024
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053444
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06533
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059001
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052936
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062110
IRS990ScheduleA/Total509Grp/TotalAmt0234024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053444
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06533
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt059001
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052936
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt062110
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0234024
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08138
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm01
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017866
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09728
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08138
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08138
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMembership Dues 2,1948th Grade Dance 3,213Hospitality Expenses 4,055Student Incentives 566Program Expenses 4,504Admin Expense 73Bank Charges 15Insurance 430Donations 3,2008th Grade Year End Events 2,821
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Valerie Oberson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lawton Chiles Middle School PTSA
ReturnHeader/Filer/BusinessNameControlTxt0LAWT
ReturnHeader/Filer/EIN0593641169
ReturnHeader/Filer/USAddress/AddressLine1Txt01240 Sanctuary Drive
ReturnHeader/Filer/USAddress/CityNm0Oviedo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032765
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472846579
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Central Florida Tax Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0282 Osprey Lakes Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oviedo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032766
ReturnHeader/PreparerPersonGrp/PhoneNum04079774833
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jay Licari EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-11T14:28:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,976
Liabilities
$0
Net assets
$18,976
Revenue
$32,808
Expenses
$29,099
Net income
$3,709
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