Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2015 • EIN 59-3645435

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 20, 2015

Organization ProfileN/A
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.

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

80th percentile

24%

Higher net margin than 80% 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

81st percentile

41%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$8,247

Up $2,391 (+41%) from 2014

Net Assets

Up

$8,247

Up $2,391 (+41%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin80th percentile

Revenue

Up

$9,846

Up $2,453 (+33%) from 2014

Expenses

Up

$7,455

Up $371 (+5.2%) from 2014

Net Income

Up

$2,391

Up $2,082 (+674%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

2015

Assets$8,247
Liabilities$0
Net Assets$8,247
Open 2015 Filing

Operations Trend

Revenue Growth80th percentile

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

2015

Revenue$9,846
Expenses$7,455
Net Income$2,391
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 20, 2015
Return Version
2014v5.0
Gross Receipts
$40,066
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.-$5,512
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE BLAZEPresidentPT$0--
GWEN SILVERSTEIN1st VP Ways-$0--
TAMMY HUYNH2nd VP Membe-$0--
PAM WILCOXRecording Se-$0--
KAREN RINGCorrespondin-$0--
LAURA CAULEYTreasurer-$0--
SARAH CARROLL2nd VP Membe-$0--
JENNIFER WARNKE3rd VP Volun-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Eighth Grade Ce$21,170$21,170$20,506$664
Medeival Fair$6,291$6,291$3,628$2,663
Total Events$27,461$27,461$24,134$3,327
Filing and Contact Details

Filer

Filer Name
Peter B Davidsen Middle School Ptsa
EIN
59-3645435
Phone
8135585300
Address
10501 MONTAGUE STREET, TAMPA, FL 33626

Signing Officer

Name
Laura Caulley
Title
Treasurer
Phone
8135585300
Signed
2015-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Tax Solutions Plus
Address
12002 RACE TRACK RD, TAMPA, FL 33626-3107
Preparer
Kenneth L Nelsen Ea
Phone
8138552457
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 228 insurance 277 5-star book 32 bank fees 150 business partners 96 dues 115 money minder 159 training 177 website 82 total 1,316”

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 Appendix171 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/BenefitsPaidToOrForMembersAmt05512
IRS990EZ/BooksInCareOfDetail/PersonNm0LAURA CAULLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum08132154336
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012443 BRISTOL COMMONS CIR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TAMPA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033626
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05856
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08247
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02400
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02391
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0360
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05856
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08247
IRS990EZ/FundraisingGrossIncomeAmt036873
IRS990EZ/GrossReceiptsAmt040066
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0793
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05856
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08247
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05856
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08247
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/PersonNm0LESLIE BLAZE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GWEN SILVERSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TAMMY HUYNH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAM WILCOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN RING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAURA CAULEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARAH CARROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENNIFER WARNKE
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/OtherExpensesTotalAmt01316
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ADDITIONAL SUPPORT TO SCHOOL SYSTEM
IRS990EZ/PrintingPublicationsPostageAmt0267
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/ProgramServiceExpensesAmt05512
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030220
IRS990EZ/SpecialEventsNetIncomeLossAmt06653
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07455
IRS990EZ/TotalProgramServiceExpensesAmt05512
IRS990EZ/TotalRevenueAmt09846
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0948
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01134
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07796
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt036875
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt037899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt045067
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt046890
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt039985
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0206716
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0214512
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040084
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038774
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046015
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt048024
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041615
IRS990ScheduleA/Total509Grp/TotalAmt0214512
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt038774
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046015
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt048024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041615
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0214512
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024134
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0EIGHTH GRADE CE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MEDEIVAL FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021170
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021170
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027461
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03327
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024134
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020506
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03628
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 228 INSURANCE 277 5-STAR BOOK 32 BANK FEES 150 BUSINESS PARTNERS 96 DUES 115 MONEY MINDER 159 TRAINING 177 WEBSITE 82 TOTAL 1,316
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/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA CAULLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08135585300
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETER B DAVIDSEN MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0593645435
ReturnHeader/Filer/PhoneNum08135585300
ReturnHeader/Filer/USAddress/AddressLine1Txt010501 MONTAGUE STREET
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033626
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205298619
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX SOLUTIONS PLUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012002 RACE TRACK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0336263107
ReturnHeader/PreparerPersonGrp/PhoneNum08138552457
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH L NELSEN EA
ReturnHeader/ReturnTs02015-11-09T08:49:59-06:00
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
$8,247
Liabilities
$0
Net assets
$8,247
Revenue
$9,846
Expenses
$7,455
Net income
$2,391
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$28.2$18.1$10.1
2018Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$20.5$19.2$1.29
2017Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$23.5$26.6$3.14
2016Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$10.7$10.5$0.25
2015Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$9.85$7.46$2.39
2014Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$7.39$7.08$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.55$0.00$5.55$11.1$10.2$0.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.63$4.63$10.2$10.6$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.99$4.99$12.5$15.7$3.18