Civic Intelligence

PTA Florida Congress Westchester Elementary School PTA

990EZ • Fiscal year 2021 • EIN 65-0078551

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

Organization Profilewestchesterpta.com
12405 Royal Palm BlvdCoral Springs, FL 33065

(754) 322-8900

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

8th percentile

-85%

Higher net margin than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

8th percentile

-52%

Faster asset growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-54%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$8,543

Down $9,420 (-52%) from 2020

Net Assets

$8,543

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin8th percentile

Revenue

Down

$11,084

Down $12,774 (-54%) from 2020

Expenses

Down

$20,504

Down $16,809 (-45%) from 2020

Net Income

Up

-$9,420

Up $4,035 (+30%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2021

Assets$8,543
Liabilities$0
Net Assets$8,543
Open 2021 Filing

Operations Trend

Revenue Growth15th 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

2021

Revenue$11,084
Expenses$20,504
Net Income-$9,420
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$15,474
Mission and Program Overview

Mission

Charitable & Educational Literacy

Charitable/educational, Literacy

Program Services

DescriptionGrantsExpenses
School Programs, Scgool Initiatives for about 1100 students$0$9,878
Teacher & Staff Support, Classroom Programming for about 100 staff and about 1100 students$0$9,317
Community Events, cookbooks for about 100 staff and 1100 students$0$1,011
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carli SuarezPresidentPT$0--
Angela GeorgeTreasurerPT$0--
Nelly GibilterraVice President Of ProgrammingPT$0--
Stephanie StewartVice President FundraisingPT$0--
Kristin LesterVice President MembershipPT$0--
Tamara AlvarezSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
PTA FLORIDA CONGRESS Westchester Elementary School PTA
EIN
65-0078551
Phone
7543228900
Address
12405 Royal Palm Blvd, Coral Springs, FL 33065

Signing Officer

Name
Carli Suarez
Title
President
Phone
9543260639
Signed
2021-11-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Fifth Grade Celebration;2251|Hospitality;818|Misc Operating Expenses;19|Insurance;436|Website;190|PTA Development;50|Imagine Math;8500|School Programs;7627|County State Dues;613^Total;20504^”

Raw XML Appendix178 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Angela George
IRS990EZ/BooksInCareOfDetail/PhoneNum07543228900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012405 Royal Palm Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Coral Springs
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033065
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017963
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08543
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03890
IRS990EZ/CostOfGoodsSoldAmt02608
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-9420
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017963
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08543
IRS990EZ/FundraisingGrossIncomeAmt03482
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt03979
IRS990EZ/GrossReceiptsAmt015474
IRS990EZ/GrossSalesOfInventoryAmt06587
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt01515
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017963
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08543
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017963
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08543
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Carli Suarez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Angela George
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nelly Gibilterra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stephanie Stewart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kristin Lester
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tamara Alvarez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President of Programming
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt020504
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Charitable/educational, Literacy
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0School Programs, Scgool Initiatives for about 1100 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teacher & Staff Support, Classroom Programming for about 100 staff and about 1100 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Community Events, cookbooks for about 100 staff and 1100 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09878
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19317
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21011
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt01782
IRS990EZ/SpecialEventsNetIncomeLossAmt01700
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020504
IRS990EZ/TotalProgramServiceExpensesAmt020206
IRS990EZ/TotalRevenueAmt011084
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0westchesterpta.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01028
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013959
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt013959
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt014987
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014987
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt014987
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014987
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt014987
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Fifth Grade Celebration;2251|Hospitality;818|Misc Operating Expenses;19|Insurance;436|Website;190|PTA Development;50|Imagine Math;8500|School Programs;7627|County State Dues;613^Total;20504^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Carli Suarez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09543260639
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS Westchester Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0650078551
ReturnHeader/Filer/PhoneNum07543228900
ReturnHeader/Filer/USAddress/AddressLine1Txt012405 Royal Palm Blvd
ReturnHeader/Filer/USAddress/CityNm0Coral Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033065
ReturnHeader/ReturnTs02021-11-15T15:04:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,543
Liabilities
$0
Net assets
$8,543
Revenue
$11,084
Expenses
$20,504
Net income
-$9,420
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