Civic Intelligence

PTA Florida Congress-Howard Drive

990 • Fiscal year 2018 • EIN 65-0348220

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 17, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

79th percentile

32%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

6.7%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$60,502

Up $14,648 (+32%) from 2017

Net Assets

Up

$60,502

Up $14,648 (+32%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$124,332

Up $7,790 (+6.7%) from 2017

Expenses

Down

$109,680

Down $26,310 (-19%) from 2017

Net Income

Up

$14,652

Up $34,100 (+175%) from 2017

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

2018

Assets$60,502
Liabilities$0
Net Assets$60,502

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

2018

Revenue$124,332
Expenses$109,680
Net Income$14,652
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 17, 2018
Return Version
2017v2.3
Gross Receipts
$124,332
Mission and Program Overview

Mission

Child advocacy & academic enrichment

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$45,854$60,502▲ $14,648
Rtn Earn Endowment Incm Other Fnds$45,854$60,502▲ $14,648
Total Assets$45,854$60,502▲ $14,648
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,854$60,502▲ $14,648
Total Liabilities and Net Assets / Fund Balance$45,854$60,502▲ $14,648
Compensation and Service Providers

Board Members and Trustees

NameTitle
Laura MetkaPresident
Christy ColonAlternate Ch
Lillian MartinezCorrespondin
Amy JellsonFinancial Ch
Jennifer ZikaMarketing Ch
Brandee RickterRecording
Frank BerloweRoom Parent
Ania MackeyTreasurer
Julie HayesVP Fundraisi
Laura MartinezVP Hospitali
Jane CanningsVP Legislati
Guily GhimentiVP Services
Revenue and Support

Revenue Composition

Contributions and Grants
$10,000
Program Service Revenue
$5,575
Investment Income
$0
Other Revenue
$108,757
Change in Net Assets
$14,652
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,680
Total Fundraising Expense$16,858
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$48,662$4,661$4,718$58,041
Other Expenses$9,569-$12,140$9,569
Total Functional Expenses$88,161$4,661$16,858$109,680
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
Laura Metka
Title
President
Signed
2018-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Metka
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Smith Buzzi & Associates LLC
Address
9425 SUNSET DR STE 180, MIAMI, FL 33173-3290
Preparer
Julio Buzzi
Phone
3055986701
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Media center book fund 8,691 0 0 security 7,475 0 0 t shirt and other sales 7,235 0 0 book fair 3,948 0 0 teacher appreciation gift 3,378 0 0 charleston wrap 0 0 3,242 teacher appreciation week 2,560 0 0 classroom subscriptions 2,395 0 0 department funding 2,145 0 0 interim summer expenses 1,954 0 0 bank fees 0 1,688 0 other services 1,550 0 0 student planners 1,274 0 0 event sales 1,048 0 0 pest control 0 1,013 0 fall social 977 0 0 winter social 955 0 0 miscellaneous 0 750 0 hde app 720 0 0 career day 678 0 0 coffee monday/popcorn wed 0 0 665 spring social 625 0 0 membership/ conferences 0 599 0 pta website 0 0 597 math superstars 460 0 0 professional fees 0 390 0 teacher appreciation meal 244 0 0 office supplies 0 221 0 reading programs 143 0 0 box tops 0 0 127 printing / copying 112 0 0 parking 95 0 0 school store 0 0 50 family dinner gamenight 0 0 37 total 48,662 4,661 4,718

Form 990, Part XI, Line 9

Prior year adjustment 0 prior year adjust -4 total -4

Raw XML Appendix337 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/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEDIA CENTER BOOK FUND 8,691 0 0 SECURITY 7,475 0 0 T SHIRT AND OTHER SALES 7,235 0 0 BOOK FAIR 3,948 0 0 TEACHER APPRECIATION GIFT 3,378 0 0 CHARLESTON WRAP 0 0 3,242 TEACHER APPRECIATION WEEK 2,560 0 0 CLASSROOM SUBSCRIPTIONS 2,395 0 0 DEPARTMENT FUNDING 2,145 0 0 INTERIM SUMMER EXPENSES 1,954 0 0 BANK FEES 0 1,688 0 OTHER SERVICES 1,550 0 0 STUDENT PLANNERS 1,274 0 0 EVENT SALES 1,048 0 0 PEST CONTROL 0 1,013 0 FALL SOCIAL 977 0 0 WINTER SOCIAL 955 0 0 MISCELLANEOUS 0 750 0 HDE APP 720 0 0 CAREER DAY 678 0 0 COFFEE MONDAY/POPCORN WED 0 0 665 SPRING SOCIAL 625 0 0 MEMBERSHIP/ CONFERENCES 0 599 0 PTA WEBSITE 0 0 597 MATH SUPERSTARS 460 0 0 PROFESSIONAL FEES 0 390 0 TEACHER APPRECIATION MEAL 244 0 0 OFFICE SUPPLIES 0 221 0 READING PROGRAMS 143 0 0 BOX TOPS 0 0 127 PRINTING / COPYING 112 0 0 PARKING 95 0 0 SCHOOL STORE 0 0 50 FAMILY DINNER GAMENIGHT 0 0 37 TOTAL 48,662 4,661 4,718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR YEAR ADJUSTMENT 0 PRIOR YEAR ADJUST -4 TOTAL -4
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
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt045854
IRS990/TotalAssetsEOYAmt060502
IRS990/TotalAssetsGrp/BOYAmt045854
IRS990/TotalAssetsGrp/EOYAmt060502
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt016858
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04661
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt088161
IRS990/TotalFunctionalExpensesGrp/TotalAmt0109680
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt045854
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt060502
IRS990/TotalProgramServiceExpensesAmt088161
IRS990/TotalProgramServiceRevenueAmt05575
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0114332
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0124332
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt045854
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt060502
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA METKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-17
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0364B39C748E3AB45BFEC045165C1668D139CE7D7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07E3030C06688F4E65D5CE114B1E682A1F42261C3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.8.44.49
ReturnHeader/FilingSecurityInformation/IPDt02018-08-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:28:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800631935
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH BUZZI & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09425 SUNSET DR STE 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331733290
ReturnHeader/PreparerPersonGrp/PhoneNum03055986701
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIO BUZZI
ReturnHeader/ReturnTs02018-08-14T12:28:12-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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
2018Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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