Civic Intelligence

PTA Florida Congress

EIN 65-0285118 • 501(c)3 • Fort Myers, FL

Profile

Raise money to support Edison Park CEA Elementary

2401 Euclid AvenueFort Myers, FL 33901

epe.leeschools.net/our_families/pta_pto

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

33rd percentile

-7.9%

Higher net margin than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$23,230

Up $6,276 (+37%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$23,229

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Up

$62,739

Up $52,881 (+536%) from 2012

Expenses

Up

$67,712

Up $58,510 (+636%) from 2012

Net Income

Down

-$4,973

Down $5,629 (-858%) from 2012

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2011: $16,899Liabilities 2011: $02011Assets 2012: $16,954Liabilities 2012: $02012Assets 2025: $23,230Net Assets 2025: $23,2292025

Highlighted filing

2025

Assets$23,230
Liabilities-
Net Assets$23,229
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2011: $11,807Expenses 2011: $14,824Net Income 2011: -$3,0172011Revenue 2012: $9,858Expenses 2012: $9,202Net Income 2012: $6562012Revenue 2025: $62,739Expenses 2025: $67,712Net Income 2025: -$4,9732025

Highlighted filing

2025

Revenue$62,739
Expenses$67,712
Net Income-$4,973
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,230
Liabilities
-
Net assets
$23,229
Revenue
$62,739
Expenses
$67,712
Net income
-$4,973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.2$23.2$62.7$67.7$4.97
2012Summary only. Only limited summary data is available for this year.$17.0$0.00$9.86$9.20$0.66
2011Summary only. Only limited summary data is available for this year.$16.9$0.00$11.8$14.8$3.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 26, 2025
Return Version
2024v5.0
Gross Receipts
$84,122
Mission and Program Overview

Mission

Raise money to support Edison Park CEA Elementary

Program Services

DescriptionGrantsExpenses
Edison Park CEA Elementary - covering a third of the cost to replace school sign with digital one. This will benefit all school families and surrounding community$20,328$20,438
Edison Park Art Foundation - to support all 420 students as a public art school. Suppling theater material, violin repairs and purchases, music, art and dance class needs.$15,000$15,000
other programs services (schedule 0)$13,576$13,576
4th grade field trip to St. Augustine, funding helps lower overnight cost for families and pays for charter bus$3,700$3,700
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann ShefferlyPresidentPT$0--
Jennifer Young-FarrellCorresponding Secretary-$0--
Britten SalleeVice President-$0--
Sarah ParrottRecording Secretary-$0--
Jaime WalshTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$42,887$38,737$1,548$37,189
Move-A-Thon$0$-20,316-$-20,316
Total Events$60,154$35,688$21,144$14,544
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
65-0285118
Phone
2393346232
Address
2401 EUCLID AVENUE, FORT MYERS, FL 33901

Signing Officer

Name
Jaime Walsh
Title
PTA Treasurer
Phone
2393346232
Signed
2025-09-26
Supplemental Narrative

Additional Explanations

Part I, Line 10

“Grants and Similar amounts paid: Funding request - post budget PBISR - Navigate 360 (school program) - $2,035.07 Art Auction Supplies - $550 4thGrade trip to st.Augustine - $3,700 Planners/Car Tags - $941.50 Additional fund request for teacher appreciation week - $3,000 Nasa Club Trip - $2,800 5th Grade Trip - $3,000 Kindergarden Promotions - $500 Principle Gift - $500 Bus Driver Gift - $250 New Digial school sign - $20,438 Art Fondation donation - $15,000”

Part I, Line 16

“PTA internal funds - $1,014.44 Teacher Breakfast - $202.76 staff lunch - $627.09 Parent Breakfast - $208.79 Rainbow committee (teacher appriciation) - $1000 Bookfair - $952.96 Winterfest/derby car - $903.80 Edison Bday treats - $600 Staff appreciation week - $3,000 Summerfest - $1500 5th Grade graduation - $2500”

Raw XML Appendix175 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/OfficerDirectorTrusteeEmplGrp/PersonNm0Ann Shefferly
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jaime Walsh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Corresponding Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt012510
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt02015
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt14th grade field trip to St. Augustine, funding helps lower overnight cost for families and pays for charter bus
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2other programs services (schedule 0)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Edison Park Art Foundation - to support all 420 students as a public art school. Suppling theater material, violin repairs and purchases, music, art and dance class needs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020328
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt021383
IRS990EZ/SpecialEventsNetIncomeLossAmt036358
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067712
IRS990EZ/TotalProgramServiceExpensesAmt052714
IRS990EZ/TotalRevenueAmt062739
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0https://epe.leeschools.net/our_families/pta_pto
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt084122
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt028793
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grants and Similar amounts paid: Funding request - post budget PBISR - Navigate 360 (school program) - $2,035.07 Art Auction Supplies - $550 4thGrade trip to st.Augustine - $3,700 Planners/Car Tags - $941.50 Additional fund request for teacher appreciation week - $3,000 Nasa Club Trip - $2,800 5th Grade Trip - $3,000 Kindergarden Promotions - $500 Principle Gift - $500 Bus Driver Gift - $250 New Digial school sign - $20,438 Art Fondation donation - $15,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA internal funds - $1,014.44 Teacher Breakfast - $202.76 staff lunch - $627.09 Parent Breakfast - $208.79 Rainbow committee (teacher appriciation) - $1000 Bookfair - $952.96 Winterfest/derby car - $903.80 Edison Bday treats - $600 Staff appreciation week - $3,000 Summerfest - $1500 5th Grade graduation - $2500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jaime Walsh
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02393346232
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0650285118
ReturnHeader/Filer/PhoneNum02393346232
ReturnHeader/Filer/USAddress/AddressLine1Txt02401 EUCLID AVENUE
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033901
ReturnHeader/ReturnTs02026-01-13T19:10:43Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits