Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2014 • EIN 59-3645435

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 10, 2014

10501 Montague StreetTampa, FL 33626

(813) 558-5300

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

53rd percentile

4.2%

Higher net margin than 53% 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

56th percentile

5.6%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

14th percentile

-33%

Faster revenue growth than 14% of similar nonprofits.

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

Assets

Up

$5,856

Up $309 (+5.6%) from 2013

Net Assets

Up

$5,856

Up $309 (+5.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$7,393

Down $3,716 (-33%) from 2013

Expenses

Down

$7,084

Down $3,106 (-30%) from 2013

Net Income

Down

$309

Down $610 (-66%) from 2013

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2011: $4,991Net Assets 2011: $4,9912011Assets 2012: $4,628Net Assets 2012: $4,6282012Assets 2013: $5,547Liabilities 2013: $0Net Assets 2013: $5,5472013Assets 2014: $5,856Liabilities 2014: $0Net Assets 2014: $5,8562014Assets 2015: $8,247Liabilities 2015: $0Net Assets 2015: $8,2472015Assets 2016: $8,495Liabilities 2016: $0Net Assets 2016: $8,4952016Assets 2017: $5,358Liabilities 2017: $0Net Assets 2017: $5,3582017Assets 2018: $6,652Liabilities 2018: $0Net Assets 2018: $6,6522018Assets 2019: $16,723Liabilities 2019: $0Net Assets 2019: $16,7232019

Highlighted filing

2014

Assets$5,856
Liabilities$0
Net Assets$5,856

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $12,478Expenses 2011: $15,661Net Income 2011: -$3,1832011Revenue 2012: $10,246Expenses 2012: $10,609Net Income 2012: -$3632012Revenue 2013: $11,109Expenses 2013: $10,190Net Income 2013: $9192013Revenue 2014: $7,393Expenses 2014: $7,084Net Income 2014: $3092014Revenue 2015: $9,846Expenses 2015: $7,455Net Income 2015: $2,3912015Revenue 2016: $10,737Expenses 2016: $10,489Net Income 2016: $2482016Revenue 2017: $23,502Expenses 2017: $26,639Net Income 2017: -$3,1372017Revenue 2018: $20,477Expenses 2018: $19,183Net Income 2018: $1,2942018Revenue 2019: $28,186Expenses 2019: $18,115Net Income 2019: $10,0712019

Highlighted filing

2014

Revenue$7,393
Expenses$7,084
Net Income$309
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$38,774
Mission and Program Overview

Mission

Provide additional support to school system

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPLIES, ARTS AND SPECIAL PROJECTS FOR STUDENTS AT PETER B DAVIDSON MIDDLE SCHOOL, ALLOWING FOR FURTHER LEARNING, STUDY SKILLS AND FIELD TRIPS THAT WOULD NOT OTHERWISE BE AVAILABLE DUE TO LIMITED SCHOOL BUDGETS.-$5,135
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENDRA DRAKEPresidentPT$0--
KATE SORSBY1st VP Ways-$0--
TAMMY HUYNH2nd VP Membe-$0--
DINA MARCUSRecording Se-$0--
KAREN RINGCorrespondin-$0--
BELINDA KRAUSSTreasurer-$0--
SARAH CARROLL2nd VP Membe-$0--
RUTH SMITH3rd VP Volun-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$18,232$18,232$18,284$-52
Event 2$5,972$5,972$4,818$1,154
Total Events$29,615$29,615$27,484$2,131
Filing and Contact Details

Filer

EIN
59-3645435
Phone
8135585300

Signing Officer

Name
Laura Caulley
Title
Treasurer
Phone
8135585300
Signed
2014-11-10
Discuss with paid preparer
Yes

Preparer

Preparer
Kenneth L Nelsen Ea
Phone
8138552457
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 338 insurance 277 5-star book 28 bank fees 66 business partners 129 dues 115 money minder 149 training 160 website 72 total 1,334

Form 990-ez, Part III, Line 28

Provide supplies, arts and special projects for students at peter b davidson middle school, allowing for further learning, study skills and field trips that would not otherwise be available due to limited school budgets.

Raw XML Appendix182 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0KENDRA DRAKE
CompensationExplanation/CompensationExplanationGrp/PersonNm1KATE SORSBY
CompensationExplanation/CompensationExplanationGrp/PersonNm2TAMMY HUYNH
CompensationExplanation/CompensationExplanationGrp/PersonNm3DINA MARCUS
CompensationExplanation/CompensationExplanationGrp/PersonNm4KAREN RING
CompensationExplanation/CompensationExplanationGrp/PersonNm5BELINDA KRAUSS
CompensationExplanation/CompensationExplanationGrp/PersonNm6SARAH CARROLL
CompensationExplanation/CompensationExplanationGrp/PersonNm7RUTH SMITH
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt05135
IRS990EZ/BooksInCareOfDetail/PersonNm0LAURA CAULLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum08132154336
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1012443 BRISTOL COMMONS CIR
IRS990EZ/BooksInCareOfDetail/USAddress/City0TAMPA
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode033626
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05547
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05856
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0101
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0309
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05547
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05856
IRS990EZ/FundraisingGrossIncomeAmt037899
IRS990EZ/GrossReceiptsAmt038774
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0774
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05547
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05856
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05547
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05856
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KENDRA DRAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATE SORSBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TAMMY HUYNH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DINA MARCUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN RING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BELINDA KRAUSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARAH CARROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RUTH SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP WAYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP MEMBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt62ND VP MEMBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt73RD VP VOLUN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01334
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ADDITIONAL SUPPORT TO SCHOOL SYSTEM
IRS990EZ/PrintingPublicationsPostageAmt0265
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPLIES, ARTS AND SPECIAL PROJECTS FOR STUDENTS AT PETER B DAVIDSON MIDDLE SCHOOL, ALLOWING FOR FURTHER LEARNING, STUDY SKILLS AND FIELD TRIPS THAT WOULD NOT OTHERWISE BE AVAILABLE DUE TO LIMITED SCHOOL BUDGETS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05135
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031381
IRS990EZ/SpecialEventsNetIncomeLossAmt06518
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07084
IRS990EZ/TotalProgramServiceExpensesAmt05135
IRS990EZ/TotalRevenueAmt07393
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01889
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04559
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt037899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt045067
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt046890
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039985
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt039582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0209423
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0213982
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038774
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046965
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041615
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041471
IRS990ScheduleA/Total509Grp/TotalAmt0213982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt038774
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt045157
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046965
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt041615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041471
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0213982
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027484
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018232
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05972
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05411
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018232
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05972
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05411
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029615
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0EIGHTH GRADE CE
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0MEDEIVAL FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02131
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04382
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027484
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018284
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04818
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 338 INSURANCE 277 5-STAR BOOK 28 BANK FEES 66 BUSINESS PARTNERS 129 DUES 115 MONEY MINDER 149 TRAINING 160 WEBSITE 72 TOTAL 1,334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE SUPPLIES, ARTS AND SPECIAL PROJECTS FOR STUDENTS AT PETER B DAVIDSON MIDDLE SCHOOL, ALLOWING FOR FURTHER LEARNING, STUDY SKILLS AND FIELD TRIPS THAT WOULD NOT OTHERWISE BE AVAILABLE DUE TO LIMITED SCHOOL BUDGETS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA CAULLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08135585300
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10PETER B DAVIDSEN MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0593645435
ReturnHeader/Filer/PhoneNum08135585300
ReturnHeader/Filer/USAddress/AddressLine1010501 MONTAGUE STREET
ReturnHeader/Filer/USAddress/City0TAMPA
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033626
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205298619
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TAX SOLUTIONS PLUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1012002 RACE TRACK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0336263107
ReturnHeader/PreparerPersonGrp/PhoneNum08138552457
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH L NELSEN EA
ReturnHeader/ReturnTs02014-11-10T11:24:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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