Civic Intelligence

PTA Florida Congress-Howard Drive

990 • Fiscal year 2016 • EIN 65-0348220

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 04, 2016

7750 SW 136th StreetMiami, FL 33156

(305) 235-1412

Siviq Scores

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

Liabilities / Assets

86th percentile

0.32x

Higher debt load relative to assets than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.24x

Higher debt load relative to revenue than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

26th percentile

-7.6%

Higher net margin than 26% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

36th percentile

-4.7%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$65,301

Down $3,213 (-4.7%) from 2015

Net Assets

Down

$44,168

Down $6,805 (-13%) from 2015

Liabilities

Up

$21,133

Up $3,592 (+20%) from 2015

Revenue

Down

$89,028

Down $13,105 (-13%) from 2015

Expenses

Down

$95,833

Down $4,641 (-4.6%) from 2015

Net Income

Down

-$6,805

Down $8,464 (-510%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $32,719Liabilities 2012: $8,9272012Assets 2013: $49,612Liabilities 2013: $14,955Net Assets 2013: $34,6572013Assets 2014: $68,711Liabilities 2014: $14,028Net Assets 2014: $54,6832014Assets 2015: $68,514Liabilities 2015: $17,541Net Assets 2015: $50,9732015Assets 2016: $65,301Liabilities 2016: $21,133Net Assets 2016: $44,1682016Assets 2017: $45,854Liabilities 2017: $0Net Assets 2017: $45,8542017Assets 2018: $60,502Liabilities 2018: $0Net Assets 2018: $60,5022018Assets 2019: $64,222Liabilities 2019: $0Net Assets 2019: $64,2222019Assets 2020: $92,982Liabilities 2020: $0Net Assets 2020: $92,9822020Assets 2021: $93,508Liabilities 2021: $0Net Assets 2021: $93,5082021Assets 2022: $117,688Net Assets 2022: $117,6882022Assets 2023: $133,609Liabilities 2023: $02023Assets 2024: $132,861Liabilities 2024: $02024Assets 2025: $44,840Net Assets 2025: $44,8402025

Highlighted filing

2016

Assets$65,301
Liabilities$21,133
Net Assets$44,168

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $121,535Expenses 2012: $110,785Net Income 2012: $10,7502012Revenue 2013: $123,266Expenses 2013: $112,221Net Income 2013: $11,0452013Revenue 2014: $131,401Expenses 2014: $111,679Net Income 2014: $19,7222014Revenue 2015: $102,133Expenses 2015: $100,474Net Income 2015: $1,6592015Revenue 2016: $89,028Expenses 2016: $95,833Net Income 2016: -$6,8052016Revenue 2017: $116,542Expenses 2017: $135,990Net Income 2017: -$19,4482017Revenue 2018: $124,332Expenses 2018: $109,680Net Income 2018: $14,6522018Revenue 2019: $121,648Expenses 2019: $117,928Net Income 2019: $3,7202019Revenue 2020: $115,194Expenses 2020: $86,434Net Income 2020: $28,7602020Revenue 2021: $50,214Expenses 2021: $49,688Net Income 2021: $5262021Revenue 2022: $112,156Expenses 2022: $87,973Net Income 2022: $24,1832022Revenue 2023: $104,196Expenses 2023: $88,275Net Income 2023: $15,9212023Revenue 2024: -$368Expenses 2024: $380Net Income 2024: -$7482024Revenue 2025: -$62,257Expenses 2025: $25,764Net Income 2025: -$88,0212025

Highlighted filing

2016

Revenue$89,028
Expenses$95,833
Net Income-$6,805
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 4, 2016
Return Version
2015v2.1
Gross Receipts
$89,028
Mission and Program Overview

Mission

Child advocacy & academic enrichment

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$68,514$65,301▼ $3,213
Rtn Earn Endowment Incm Other Fnds$50,973$44,168▼ $6,805
Total Assets$68,514$65,301▼ $3,213
Liabilities
Accounts Payable and Accrued Expenses$17,541$21,133▲ $3,592
Total Liabilities$17,541$21,133▲ $3,592
Net Assets / Fund Balance
Total Net Assets Fund Balance$50,973$44,168▼ $6,805
Total Liabilities and Net Assets / Fund Balance$68,514$65,301▼ $3,213
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert ShearerI.t. Chair
Nicole ConnollyPresident
Jill MurphyCommunicatio
Amy JellsonCorrespondin
Anna MackeyFinancial Ch
Monica SmithLegislation
Jane CanningsRecording Se
Jennifer ZikaRoom Parent
Jaye ColonService VP
Allen SmithTreasurer
Laura MetkaVP Fundraisi
Julie HayesVP Hospitali
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,663
Investment Income
$0
Other Revenue
$82,365
Change in Net Assets
$-6,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,833
Total Fundraising Expense$12,246
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$38,477$4,293$12,246$55,016
Other Expenses$9,304--$9,304
Total Functional Expenses$79,294$4,293$12,246$95,833
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Pta Florida Congress-howard Dr
EIN
65-0348220
Address
7750 SW 136TH STREET, MIAMI, FL 33156

Signing Officer

Name
Nicole Connolly
Title
President
Signed
2016-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nicole Connolly
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Smith Buzzi & Associates LLC
Address
5901 SW 74TH STREET SUITE 300, SOUTH MIAMI, FL 33143
Preparer
Julio Buzzi
Phone
3056694170
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Fall fundraiser 0 0 6,257 web based ar program 6,083 0 0 t shirt and other sales 5,368 0 0 classroom subscriptions 4,038 0 0 teacher appreciation gift 3,725 0 0 reading programs 3,209 0 0 student assembly 0 0 2,505 interim summer expenses 2,083 0 0 department funding 1,951 0 0 membership/ conferences 0 1,817 0 clubs / special events 1,652 0 0 technology programs 1,566 0 0 teacher appreciation week 1,507 0 0 spring fundraiser 0 0 1,460 student planners 1,280 0 0 math superstars 1,173 0 0 fall social 940 0 0 winter social 886 0 0 tile wall 0 0 873 career day 810 0 0 hospitality 0 765 0 hde app 720 0 0 spring social 532 0 0 miscellaneous 0 492 0 office supplies 0 480 0 wellness wednesday 0 0 464 special visitor's day 452 0 0 school store 0 0 436 professional fees 0 350 0 student government 272 0 0 pest control 0 267 0 box tops 0 0 148 bank fees 0 122 0 teacher appreciation meal 115 0 0 room parents/volunteers 115 0 0 family dinner gamenight 0 0 103

Form 990, Part XI, Line 9

PRIOR YEAR ADJUST 0

Raw XML Appendix331 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR YEAR ADJUST 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt068514
IRS990/TotalAssetsEOYAmt065301
IRS990/TotalAssetsGrp/BOYAmt068514
IRS990/TotalAssetsGrp/EOYAmt065301
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012246
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04293
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt079294
IRS990/TotalFunctionalExpensesGrp/TotalAmt095833
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017541
IRS990/TotalLiabilitiesEOYAmt021133
IRS990/TotalLiabilitiesGrp/BOYAmt017541
IRS990/TotalLiabilitiesGrp/EOYAmt021133
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt050973
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt044168
IRS990/TotalProgramServiceExpensesAmt079294
IRS990/TotalProgramServiceRevenueAmt06663
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt089028
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt089028
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt068514
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt065301
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE CONNOLLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS-HOWARD DR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0650348220
ReturnHeader/Filer/USAddress/AddressLine1Txt07750 SW 136TH STREET
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033156
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800631935
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH BUZZI & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05901 SW 74TH STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033143
ReturnHeader/PreparerPersonGrp/PhoneNum03056694170
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIO BUZZI
ReturnHeader/ReturnTs02016-12-06T14:18:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.45$0.62$0.26$0.88
2024Summary only. Only limited summary data is available for this year.$1.33$0.00$0.00$0.00$0.01
2023Summary only. Only limited summary data is available for this year.$1.34$0.00$1.04$0.88$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.18$1.18$1.12$0.88$0.24
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.00$0.94$0.50$0.50$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$1.15$0.86$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$1.22$1.18$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$1.24$1.10$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$1.17$1.36$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.21$0.44$0.89$0.96$0.07
2015Summary only. Only limited summary data is available for this year.$0.69$0.18$0.51$1.02$1.00$0.02
2014Summary only. Only limited summary data is available for this year.$0.69$0.14$0.55$1.31$1.12$0.20
2013Summary only. Only limited summary data is available for this year.$0.50$0.15$0.35$1.23$1.12$0.11
2012Summary only. Only limited summary data is available for this year.$0.33$0.09$1.22$1.11$0.11