Civic Intelligence

PTA Florida Congress Westchester Elementary School PTA

990EZ • Fiscal year 2017 • EIN 65-0078551

Jul 01, 2016 to Jun 30, 2017 • Filed on May 07, 2018

Organization ProfileWESTCHESTERPTA.COM
12405 Royal Palm BlvdCoral Springs, FL 33065

(954) 330-5969

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

9th percentile

-41%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

5th percentile

-72%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-77%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$10,628

Down $27,764 (-72%) from 2016

Net Assets

$10,628

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$32,003

Down $108,275 (-77%) from 2016

Expenses

Down

$45,163

Down $77,637 (-63%) from 2016

Net Income

Down

-$13,160

Down $30,638 (-175%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$40K$30K$20K$10K$0Assets 2011: $25,267Liabilities 2011: $02011Assets 2012: $21,314Liabilities 2012: $02012Assets 2013: $31,814Liabilities 2013: $02013Assets 2015: $23,415Liabilities 2015: $02015Assets 2016: $38,392Liabilities 2016: $02016Assets 2017: $10,628Net Assets 2017: $10,6282017Assets 2018: $24,381Liabilities 2018: $02018Assets 2019: $31,418Liabilities 2019: $02019Assets 2020: $17,963Liabilities 2020: $02020Assets 2021: $8,543Liabilities 2021: $0Net Assets 2021: $8,5432021Assets 2022: $17,016Liabilities 2022: $0Net Assets 2022: $17,0162022Assets 2023: $19,587Liabilities 2023: $0Net Assets 2023: $19,5872023Assets 2024: $12,409Liabilities 2024: $0Net Assets 2024: $12,4092024

Highlighted filing

2017

Assets$10,628
Liabilities-
Net Assets$10,628
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $118,771Expenses 2011: $124,159Net Income 2011: -$5,3882011Revenue 2012: $123,286Expenses 2012: $127,239Net Income 2012: -$3,9532012Revenue 2013: $134,323Expenses 2013: $123,823Net Income 2013: $10,5002013Revenue 2015: $107,919Expenses 2015: $110,636Net Income 2015: -$2,7172015Revenue 2016: $140,278Expenses 2016: $122,800Net Income 2016: $17,4782016Revenue 2017: $32,003Expenses 2017: $45,163Net Income 2017: -$13,1602017Revenue 2018: $29,705Expenses 2018: $33,459Net Income 2018: -$3,7542018Revenue 2019: $32,706Expenses 2019: $26,634Net Income 2019: $6,0722019Revenue 2020: $23,858Expenses 2020: $37,313Net Income 2020: -$13,4552020Revenue 2021: $11,084Expenses 2021: $20,504Net Income 2021: -$9,4202021Revenue 2022: $22,657Expenses 2022: $14,184Net Income 2022: $8,4732022Revenue 2023: $26,724Expenses 2023: $24,153Net Income 2023: $2,5712023Revenue 2024: $25,070Expenses 2024: $31,747Net Income 2024: -$6,6772024

Highlighted filing

2017

Revenue$32,003
Expenses$45,163
Net Income-$13,160
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 7, 2018
Return Version
2016v3.1
Gross Receipts
$106,198
Mission and Program Overview

Mission

Charitable & Educational Literacy

Providing program services to support westchester elementary school and promoting the welfare of children.

Program Services

DescriptionGrantsExpenses
BOOK PURCHASES, TEACHER STARTUP, SUPPLIES, STUDENT AIDS, REWARD PROGRAMMING, FIELD TRIPS AND CLASS PROGRAMS/SAFETY PROGRAMS-$32,153
TEACHER WORKSHOPS/MISC PROGRAMMING, CLASSROOM AIDS-$12,114
ACCELERATED READING PROGRAM-$188
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA MILLSPresidentPT$0--
MATTHEW MATZTreasurerPT$0--
LAURA LUZNIAKVP ProgrammiPT$0--
GERRY NEWMANSecretaryPT$0--
DEBORAH REIFVP FundraisiPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$24,308$24,308$21,143$3,165
Holiday Store$14,522$14,522$9,851$4,671
Total Events$59,084$59,084$43,099$15,985
Filing and Contact Details

Filer

Filer Name
Pta Florida Congresswestchester
EIN
65-0078551
Phone
9543305969
Address
12405 ROYAL PALM BLVD, CORAL SPRINGS, FL 33065

Signing Officer

Name
Matthew Matz
Title
Treasurer
Phone
9543305969
Signed
2018-05-07
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges 472 ipads for classrooms / other 10,514 flocabulary 1,600 5th grade celebration 5,053 reading night 188 appreciation/hospitality 4,108 career day 96 donuts with dad 275 local / state pta dues 1,340 time for kids membership 886 sam's club membership 100 fame cards 400 field day 529 pta general fund 415 muffins for mom 474 office supplies 528 pta office supplies 236 safety town 104 school programs 17,091 fall festival 754 total 45,163”

Form 990-ez, Part I, Line 20

“Prior period adjustment -14,605”

Form 990-ez, Part III

“Providing program services to support westchester elementary school and promoting the welfare of children.”

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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum09543305969
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012405 ROYAL PALM BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORAL SPRINGS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033065
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038393
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA MILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATTHEW MATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA LUZNIAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GERRY NEWMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEBORAH REIF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP PROGRAMMI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP FUNDRAISI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-14605
IRS990EZ/OtherExpensesTotalAmt045163
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING PROGRAM SERVICES TO SUPPORT WESTCHESTER ELEMENTARY SCHOOL AND PROMOTING THE WELFARE OF CHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BOOK PURCHASES, TEACHER STARTUP, SUPPLIES, STUDENT AIDS, REWARD PROGRAMMING, FIELD TRIPS AND CLASS PROGRAMS/SAFETY PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER WORKSHOPS/MISC PROGRAMMING, CLASSROOM AIDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ACCELERATED READING PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032153
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112114
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2188
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt074195
IRS990EZ/SpecialEventsNetIncomeLossAmt027729
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045163
IRS990EZ/TotalProgramServiceExpensesAmt044455
IRS990EZ/TotalRevenueAmt032003
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WESTCHESTERPTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04274
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0101924
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0106198
IRS990ScheduleA/Total509Grp/TotalAmt0106198
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0106198
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0106198
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043099
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY STORE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024308
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt020254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt059084
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024308
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt020254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt059084
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015985
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012105
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043099
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021143
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09851
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 472 IPADS FOR CLASSROOMS / OTHER 10,514 FLOCABULARY 1,600 5TH GRADE CELEBRATION 5,053 READING NIGHT 188 APPRECIATION/HOSPITALITY 4,108 CAREER DAY 96 DONUTS WITH DAD 275 LOCAL / STATE PTA DUES 1,340 TIME FOR KIDS MEMBERSHIP 886 SAM'S CLUB MEMBERSHIP 100 FAME CARDS 400 FIELD DAY 529 PTA GENERAL FUND 415 MUFFINS FOR MOM 474 OFFICE SUPPLIES 528 PTA OFFICE SUPPLIES 236 SAFETY TOWN 104 SCHOOL PROGRAMS 17,091 FALL FESTIVAL 754 TOTAL 45,163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT -14,605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDING PROGRAM SERVICES TO SUPPORT WESTCHESTER ELEMENTARY SCHOOL AND PROMOTING THE WELFARE OF CHILDREN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW MATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09543305969
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESSWESTCHESTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0650078551
ReturnHeader/Filer/PhoneNum09543305969
ReturnHeader/Filer/USAddress/AddressLine1Txt012405 ROYAL PALM BLVD
ReturnHeader/Filer/USAddress/CityNm0CORAL SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033065
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F50B26FABBF5A424E016EEEAEAF9B5A8224ABA5E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F50B26FABBF5A424E016EEEAEAF9B5A8224ABA5E
ReturnHeader/ReturnTs02018-05-10T09:24:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,628
Liabilities
-
Net assets
$10,628
Revenue
$32,003
Expenses
$45,163
Net income
-$13,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.25$0.32$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.27$0.24$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.23$0.14$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.11$0.21$0.09
2020Summary only. Only limited summary data is available for this year.$0.18$0.00$0.24$0.37$0.13
2019Summary only. Only limited summary data is available for this year.$0.31$0.00$0.33$0.27$0.06
2018Summary only. Only limited summary data is available for this year.$0.24$0.00$0.30$0.33$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.32$0.45$0.13
2016Summary only. Only limited summary data is available for this year.$0.38$0.00$1.40$1.23$0.17
2015Summary only. Only limited summary data is available for this year.$0.23$0.00$1.08$1.11$0.03
2013Summary only. Only limited summary data is available for this year.$0.32$0.00$1.34$1.24$0.11
2012Summary only. Only limited summary data is available for this year.$0.21$0.00$1.23$1.27$0.04
2011Summary only. Only limited summary data is available for this year.$0.25$0.00$1.19$1.24$0.05