Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2023 • EIN 59-3654547

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 15, 2023

5720 Osprey Ridge DriveLithia, FL 33547

(813) 740-4000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

28th percentile

-14%

Faster asset growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

53rd percentile

6.9%

Faster revenue growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$81,654

Down $12,895 (-14%) from 2022

Net Assets

Down

$81,654

Down $12,895 (-14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$115,284

Up $7,399 (+6.9%) from 2022

Expenses

Up

$128,180

Up $52,863 (+70%) from 2022

Net Income

Down

-$12,896

Down $45,464 (-140%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $60,832Liabilities 2012: $02012Assets 2013: $55,587Liabilities 2013: $02013Assets 2014: $46,607Liabilities 2014: $02014Assets 2015: $50,754Liabilities 2015: $02015Assets 2016: $29,102Liabilities 2016: $02016Assets 2018: $54,821Liabilities 2018: $02018Assets 2019: $53,210Liabilities 2019: $02019Assets 2020: $61,229Liabilities 2020: $02020Assets 2021: $61,981Liabilities 2021: $0Net Assets 2021: $61,9812021Assets 2022: $94,549Liabilities 2022: $0Net Assets 2022: $94,5492022Assets 2023: $81,654Liabilities 2023: $0Net Assets 2023: $81,6542023Assets 2024: $117,344Liabilities 2024: $0Net Assets 2024: $117,3442024

Highlighted filing

2023

Assets$81,654
Liabilities$0
Net Assets$81,654

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $84,059Expenses 2012: $60,309Net Income 2012: $23,7502012Revenue 2013: $62,035Expenses 2013: $67,280Net Income 2013: -$5,2452013Revenue 2014: $61,136Expenses 2014: $70,116Net Income 2014: -$8,9802014Revenue 2015: $66,677Expenses 2015: $62,530Net Income 2015: $4,1472015Revenue 2016: $61,449Expenses 2016: $83,101Net Income 2016: -$21,6522016Revenue 2018: $84,256Expenses 2018: $70,508Net Income 2018: $13,7482018Revenue 2019: $74,696Expenses 2019: $76,307Net Income 2019: -$1,6112019Revenue 2020: $59,430Expenses 2020: $51,411Net Income 2020: $8,0192020Revenue 2021: $79,458Expenses 2021: $78,706Net Income 2021: $7522021Revenue 2022: $107,885Expenses 2022: $75,317Net Income 2022: $32,5682022Revenue 2023: $115,284Expenses 2023: $128,180Net Income 2023: -$12,8962023Revenue 2024: $152,994Expenses 2024: $117,304Net Income 2024: $35,6902024

Highlighted filing

2023

Revenue$115,284
Expenses$128,180
Net Income-$12,896
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 15, 2023
Return Version
2022v5.0
Gross Receipts
$132,109
Mission and Program Overview

Mission

Advocacy for Education

Program Services

DescriptionGrantsExpenses
Teacher/Classroom Direct support-supplies and educational tools needed to support all students at every grade level Over 900 students $43037 Recognition - Achievement Awards to students after each grading period and at the end of the school year for exemplary academic efforts. Recognition for the student of the month at each grade level. Recognition for all teachers and volunteers who exemplify efforts in providing quality education for our students $16670 . Educational Enhancements - Provided licensing for reading/test software, student agendas, online science resource, and registrations for Math Bowl, Science Fair, Reflections, and other educational competitions. Purchase Equipment and support material for Media Center. $16623Media Center support with the purchase of equipment for the computer lab, operating materials, books, and software for the media center to enhance and support all students learning skills $2900.5th Grade Students - Provided every 5th grade Student with a Year Book and a special event $5233.Clinic Support/Campus Beautification/Playground enhancement/Custodial Support and Cafeteria Support- Purchased operating supplies for the Clinic. Purchased plants, flower and mulch for planters and Butterfly Garden as well as pole banners for campus beautification. Purchased industrial cooling fans and supplies for the Basketball Court and PE storage unit. $32046.PTA Board and Teachers Appreciation - Expenses that incurred during the year for liability insurance, website maintenance, back to school dinner, teacher appreciation week and year end gifts for teachers and board members $9146.$0$125,655
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon PolizziPresidentFT$0--
Christine Oiffer1st Vice PresidentPT$0--
Jocelyn McLean2nd Vice PresidentPT$0--
Ashley Madden3rd Vice PresidentPT$0--
Jenine BaranSecretaryPT$0--
Sugey HolmesTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rodeo$52,862$52,862$2,000$50,862
Uniforms$17,292$17,292$0$17,292
Total Events$87,870$87,870$16,825$71,045
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
59-3654547
Phone
8137404000
Address
5720 Osprey Ridge Drive, Lithia, FL 33547

Signing Officer

Name
Sugey Holmes
Title
Treasurer
Phone
8132201854
Signed
2023-10-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

PTA Florida Congress Colleen Lundsford Bevis Elementary PTA Florida Congress Colleen Lundsford Bevis Elementary Mission Statement as follows: PTA Florida Congress Colleen Lundsford Bevis Elementary Mission Statement as follows: To promote the welfare of children in school, home and community. To assist parents in becoming more active in their child's school, education and community. To support the National PTA in their efforts to speak on behalf of children before government bodies and other organizations. To achieve our Mission Statement, the other expenses of on line 16 support programs that promote opportunity for every child's potential a reality. Teachers/Classroom Direct Support - Supplies and educational tools needed to support all students at every grade level $43,037. Recognition - Achievement Awards to students after each grading period and at the end of the school year for exemplary academic efforts. Recognition for the Student of the Month at each grade level. Recognition for all teachers and volunteers who exemplify efforts in providing quality education for our students. Funding for educational events and family events for all students and families. Funding for after school programs $16670. Educational Enhancements- Provided licensing for reading/test software, student agendas, online science resources and registrations for Math Bowl, Science Fair, reflections and other educational competitions. $16,623. Media Center support with the purchase of equipment for the computer lab, operating materials, books, and software for the media center to enhance and support all students learning skills. $2900.5th Grade Students - Provided every 5th grade Student with a Yearbook and a special event. $5233. Clinic Support/Campus Beautification/Playground enhancement/Custodial Support and Cafeteria Support- Purchased operating supplies for the Clinic. Purchased plants, flower and mulch for planters and Butterfly Garden as well as pole banners for campus beautification. Purchased industrial cooling fans and supplies for the Basketball Court and PE storage unit. $32046.PTA Board and Teachers Appreciation - Expenses that incurred during the year for liability insurance, website maintenance, back to school dinner, teacher appreciation week and year end gifts for teachers and board members. $9146

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Rodeo
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017292
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt052862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017716
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt087870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017292
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt052862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017716
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt087870
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt071045
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt014825
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016825
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA Florida Congress Colleen Lundsford Bevis Elementary PTA Florida Congress Colleen Lundsford Bevis Elementary Mission Statement as follows: PTA Florida Congress Colleen Lundsford Bevis Elementary Mission Statement as follows: To promote the welfare of children in school, home and community. To assist parents in becoming more active in their child's school, education and community. To support the National PTA in their efforts to speak on behalf of children before government bodies and other organizations. To achieve our Mission Statement, the other expenses of on line 16 support programs that promote opportunity for every child's potential a reality. Teachers/Classroom Direct Support - Supplies and educational tools needed to support all students at every grade level $43,037. Recognition - Achievement Awards to students after each grading period and at the end of the school year for exemplary academic efforts. Recognition for the Student of the Month at each grade level. Recognition for all teachers and volunteers who exemplify efforts in providing quality education for our students. Funding for educational events and family events for all students and families. Funding for after school programs $16670. Educational Enhancements- Provided licensing for reading/test software, student agendas, online science resources and registrations for Math Bowl, Science Fair, reflections and other educational competitions. $16,623. Media Center support with the purchase of equipment for the computer lab, operating materials, books, and software for the media center to enhance and support all students learning skills. $2900.5th Grade Students - Provided every 5th grade Student with a Yearbook and a special event. $5233. Clinic Support/Campus Beautification/Playground enhancement/Custodial Support and Cafeteria Support- Purchased operating supplies for the Clinic. Purchased plants, flower and mulch for planters and Butterfly Garden as well as pole banners for campus beautification. Purchased industrial cooling fans and supplies for the Basketball Court and PE storage unit. $32046.PTA Board and Teachers Appreciation - Expenses that incurred during the year for liability insurance, website maintenance, back to school dinner, teacher appreciation week and year end gifts for teachers and board members. $9146
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sugey Holmes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08132201854
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0593654547
ReturnHeader/Filer/PhoneNum08137404000
ReturnHeader/Filer/USAddress/AddressLine1Txt05720 Osprey Ridge Drive
ReturnHeader/Filer/USAddress/CityNm0Lithia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033547
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-10-15T19:06:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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