Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2025 • EIN 65-0285118

Jul 01, 2024 to Jun 30, 2025 • Filed on Sep 26, 2025

Organization Profileepe.leeschools.net/our_families/pta_pto
2401 Euclid AvenueFort Myers, FL 33901

(239) 334-6232

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

28th percentile

-7.9%

Higher net margin than 28% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 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

Net Assets

$23,230

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th 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

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2011: $16,899Liabilities 2011: $02011Assets 2012: $16,954Liabilities 2012: $02012Assets 2025: $23,230Net Assets 2025: $23,2302025

Highlighted filing

2025

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

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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
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 Pay82nd 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Edison Park CEA Elementary - PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum02393346232
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02401 Euclid Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fort Myers
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028202
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023230
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt025631
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4973
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0472
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028202
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023230
IRS990EZ/FundraisingGrossIncomeAmt057741
IRS990EZ/GrantsAndSimilarAmountsPaidAmt052715
IRS990EZ/GrossReceiptsAmt084122
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0750
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028202
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023229
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028202
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023230
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ann Shefferly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Young-Farrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Britten Sallee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sarah Parrott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jaime Walsh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Corresponding Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt012510
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Raise money to support Edison Park CEA Elementary
IRS990EZ/PrintingPublicationsPostageAmt02015
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Edison 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
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13700
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt213576
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt315000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020438
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213576
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt315000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt045000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033187
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt028793
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt030024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0221126
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98380
IRS990ScheduleA/PublicSupportPY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0217549
IRS990ScheduleA/SubstantialContributorsTotAmt03577
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt084122
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt045000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt033187
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt028793
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt030024
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0221126
IRS990ScheduleA/TotalSupportAmt0221126
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt024466
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04150
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt020316
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021144
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0510
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0510
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Move-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0562
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01200
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0257
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02019
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042887
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017267
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060154
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0-20316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017267
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035688
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014544
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0561
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0561
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01132
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02680
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01548
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011274
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt04100
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt015374
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$23,230
Liabilities
-
Net assets
$23,230
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • 501(c)3 • <$500k nonprofits