Civic Intelligence

PTA Florida Congress - South Pointe Elementary PTA

990EZ • Fiscal year 2022 • EIN 65-0288032

Jul 01, 2021 to Jun 30, 2022 • Filed on May 30, 2023

Organization ProfileN/A
1050 4th StreetMiami Beach, FL 33139

(305) 537-5437

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

48th percentile

3.4%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

52nd percentile

2.6%

Faster asset growth than 52% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

36th percentile

-4.5%

Faster revenue growth than 36% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$70,955

Up $1,771 (+2.6%) from 2021

Net Assets

$70,955

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin48th percentile

Revenue

Down

$52,060

Down $2,439 (-4.5%) from 2021

Expenses

Down

$50,289

Down $20,829 (-29%) from 2021

Net Income

Up

$1,771

Up $18,390 (+111%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$150K$100K$50K$0Assets 2009: $25,598Liabilities 2009: $02009Assets 2010: $69,702Liabilities 2010: $02010Assets 2012: $73,752Liabilities 2012: $0Net Assets 2012: $73,7522012Assets 2013: $48,859Liabilities 2013: $0Net Assets 2013: $48,8592013Assets 2014: $30,033Net Assets 2014: $30,0332014Assets 2015: $62,899Liabilities 2015: $02015Assets 2016: $31,356Net Assets 2016: $31,3562016Assets 2017: $41,624Net Assets 2017: $41,6242017Assets 2018: $19,196Net Assets 2018: $19,1962018Assets 2020: $85,803Net Assets 2020: $85,8032020Assets 2021: $69,184Liabilities 2021: $02021Assets 2022: $70,955Net Assets 2022: $70,9552022Assets 2023: $93,689Liabilities 2023: $02023Assets 2024: $119,779Net Assets 2024: $119,7792024

Highlighted filing

2022

Assets$70,955
Liabilities-
Net Assets$70,955
Open 2022 Filing

Operations Trend

Revenue Growth36th percentile

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

$300K$200K$100K$0-$100KRevenue 2009: $174,349Expenses 2009: $163,512Net Income 2009: $10,8372009Revenue 2010: $279,325Expenses 2010: $234,105Net Income 2010: $45,2202010Revenue 2012: $274,862Expenses 2012: $274,319Net Income 2012: $5432012Revenue 2013: $120,993Expenses 2013: $145,886Net Income 2013: -$24,8932013Revenue 2014: $89,956Expenses 2014: $108,616Net Income 2014: -$18,6602014Revenue 2015: $125,028Expenses 2015: $91,808Net Income 2015: $33,2202015Revenue 2016: $35,951Expenses 2016: $67,494Net Income 2016: -$31,5432016Revenue 2017: $89,093Expenses 2017: $79,995Net Income 2017: $9,0982017Revenue 2018: $80,459Expenses 2018: $112,423Net Income 2018: -$31,9642018Revenue 2020: $66,409Expenses 2020: $86,226Net Income 2020: -$19,8172020Revenue 2021: $54,499Expenses 2021: $71,118Net Income 2021: -$16,6192021Revenue 2022: $52,060Expenses 2022: $50,289Net Income 2022: $1,7712022Revenue 2023: $57,183Expenses 2023: $34,449Net Income 2023: $22,7342023Revenue 2024: $99,203Expenses 2024: $73,110Net Income 2024: $26,0932024

Highlighted filing

2022

Revenue$52,060
Expenses$50,289
Net Income$1,771
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 30, 2023
Return Version
2021v4.0
Gross Receipts
$52,060
Mission and Program Overview

Mission

Conduct fundraisers to help all students with reading program & music program

Program Services

DescriptionGrantsExpenses
SCHOOL STORE- TO PROVIDE SUPPLIES TO THE STUDENTS AND SUPPORT THE SCHOOL WITH THE FUNDING.-$14,693
CONDUCT A BOOK FAIR FUNDRAISER TO SUPPORT ACCELERATED READERS PROGRAM FOR THE BENEFIT OF ALL STUDENTS-$5,390
CONDUCT A FUNDRAISER TO SUPPORT ACCELERATED READERPROGRAM AND MUSIC PROGRAM FOR THE BENEFIT OF ALL STUDENTS--
CONDUCT A HALLOWEEN SPOOKY NIGHT FUNDRAISER TO SUPPORT ACCELERATED READER PROGRAM AND MUSIC PROGRAM FOR THE BENEFIT OF ALL STUDENTS--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEITH LEMIEUXPresidentPT$0--
SUSIE SHERRTreasurerPT$0--
RIMA GERHARDSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
65-0288032
Phone
3055375437
Address
1050 4TH STREET, MIAMI BEACH, FL 33139

Signing Officer

Name
Susie Sherr
Title
Treasurer
Phone
3054917638
Signed
2023-05-30

Preparer

Firm
Ac Mccowan CPA Pllc
Address
1500 BAY ROAD APT 1102, MIAMI BEACH, FL 33139
Preparer
Ann C Mccowan
Phone
3054917638
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses awards 1,217 bank charges 26 black history month 646 book fair 5,390 event expense 596 hispanic herritage month 540 holiday 263 hospitality 2,246 literacy 965 membership due 287 other expenses 339 professional fees 590 pta insurance 225 pta supplies 120 repair & maintenance 887 school improvement 13,939 spooky night 1,875 stem 968 student program 50 supply store expense 14,693 teacher appreciation 4,073 valentines day expenses 196 zoom 158 total 50,289”

Form 990-ez, Part III

“Conduct fundraisers to help all students with reading program & music program”

Form 990-ez, Part III, Line 31

“Conduct a halloween spooky night fundraiser to support accelerated reader program and music program for the benefit of all students”

Raw XML Appendix137 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/PersonNm0SUSIE SHERR
IRS990EZ/BooksInCareOfDetail/PhoneNum03055375437
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01050 4TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIAMI BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033139
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt069184
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070955
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt052060
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01771
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069184
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070955
IRS990EZ/GrossReceiptsAmt052060
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069184
IRS990EZ/NetAssetsOrFundBalancesEOYAmt070955
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069184
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt070955
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEITH LEMIEUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSIE SHERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RIMA GERHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050289
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CONDUCT FUNDRAISERS TO HELP ALL STUDENTS WITH READING PROGRAM & MUSIC PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONDUCT A FUNDRAISER TO SUPPORT ACCELERATED READERPROGRAM AND MUSIC PROGRAM FOR THE BENEFIT OF ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL STORE- TO PROVIDE SUPPLIES TO THE STUDENTS AND SUPPORT THE SCHOOL WITH THE FUNDING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CONDUCT A BOOK FAIR FUNDRAISER TO SUPPORT ACCELERATED READERS PROGRAM FOR THE BENEFIT OF ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3CONDUCT A HALLOWEEN SPOOKY NIGHT FUNDRAISER TO SUPPORT ACCELERATED READER PROGRAM AND MUSIC PROGRAM FOR THE BENEFIT OF ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014693
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15390
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050289
IRS990EZ/TotalProgramServiceExpensesAmt020083
IRS990EZ/TotalRevenueAmt052060
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt043293
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022861
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0168024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0116337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0384239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08639
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt090270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0132229
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0516468
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051932
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067044
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113131
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0168024
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0116337
IRS990ScheduleA/Total509Grp/TotalAmt0516468
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051932
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt067044
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0113131
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0168024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0116337
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0516468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES AWARDS 1,217 BANK CHARGES 26 BLACK HISTORY MONTH 646 BOOK FAIR 5,390 EVENT EXPENSE 596 HISPANIC HERRITAGE MONTH 540 HOLIDAY 263 HOSPITALITY 2,246 LITERACY 965 MEMBERSHIP DUE 287 OTHER EXPENSES 339 PROFESSIONAL FEES 590 PTA INSURANCE 225 PTA SUPPLIES 120 REPAIR & MAINTENANCE 887 SCHOOL IMPROVEMENT 13,939 SPOOKY NIGHT 1,875 STEM 968 STUDENT PROGRAM 50 SUPPLY STORE EXPENSE 14,693 TEACHER APPRECIATION 4,073 VALENTINES DAY EXPENSES 196 ZOOM 158 TOTAL 50,289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONDUCT FUNDRAISERS TO HELP ALL STUDENTS WITH READING PROGRAM & MUSIC PROGRAM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONDUCT A HALLOWEEN SPOOKY NIGHT FUNDRAISER TO SUPPORT ACCELERATED READER PROGRAM AND MUSIC PROGRAM FOR THE BENEFIT OF ALL STUDENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSIE SHERR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03054917638
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOUTH POINTE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0650288032
ReturnHeader/Filer/PhoneNum03055375437
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 4TH STREET
ReturnHeader/Filer/USAddress/CityNm0MIAMI BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033139
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465531994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AC MCCOWAN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 BAY ROAD APT 1102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033139
ReturnHeader/PreparerPersonGrp/PhoneNum03054917638
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN C MCCOWAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-30T18:40:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHERR
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,955
Liabilities
-
Net assets
$70,955
Revenue
$52,060
Expenses
$50,289
Net income
$1,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$1.20$0.99$0.73$0.26
2023Summary only. Only limited summary data is available for this year.$0.94$0.00$0.57$0.34$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.52$0.50$0.02
2021Summary only. Only limited summary data is available for this year.$0.69$0.00$0.54$0.71$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.86$0.66$0.86$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.80$1.12$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.42$0.89$0.80$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.36$0.67$0.32
2015Summary only. Only limited summary data is available for this year.$0.63$0.00$1.25$0.92$0.33
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.90$1.09$0.19
2013Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$1.21$1.46$0.25
2012Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$2.75$2.74$0.01
2010Summary only. Only limited summary data is available for this year.$0.70$0.00$2.79$2.34$0.45
2009Summary only. Only limited summary data is available for this year.$0.26$0.00$1.74$1.64$0.11