Civic Intelligence

PTA Florida Congress - Tradewinds Elementary PTA

990EZ • Fiscal year 2015 • EIN 65-0671529

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 21, 2015

5400 Johnson RoadCoconut Creek, FL 33073

(954) 428-2038

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

56th percentile

5.9%

Higher net margin than 56% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

45%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$15,034

Up $2,132 (+17%) from 2014

Net Assets

Up

$15,034

Up $2,132 (+17%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$36,143

Up $11,144 (+45%) from 2014

Expenses

Down

$34,011

Down $942 (-2.7%) from 2014

Net Income

Up

$2,132

Up $12,086 (+121%) from 2014

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $15,305Liabilities 2011: $1502011Assets 2012: $8,440Liabilities 2012: $0Net Assets 2012: $8,4402012Assets 2013: $22,856Liabilities 2013: $0Net Assets 2013: $22,8562013Assets 2014: $12,902Liabilities 2014: $0Net Assets 2014: $12,9022014Assets 2015: $15,034Liabilities 2015: $0Net Assets 2015: $15,0342015Assets 2016: $10,199Liabilities 2016: $0Net Assets 2016: $10,1992016Assets 2017: $25,049Liabilities 2017: $0Net Assets 2017: $25,0492017Assets 2018: $25,505Liabilities 2018: $0Net Assets 2018: $25,5052018Assets 2019: $23,404Liabilities 2019: $0Net Assets 2019: $23,4042019Assets 2020: $31,294Liabilities 2020: $0Net Assets 2020: $31,2942020Assets 2021: $18,709Liabilities 2021: $0Net Assets 2021: $18,7092021Assets 2022: $29,254Liabilities 2022: $0Net Assets 2022: $29,2542022Assets 2023: $36,153Liabilities 2023: $0Net Assets 2023: $36,1532023Assets 2025: $47,341Liabilities 2025: $0Net Assets 2025: $47,3412025

Highlighted filing

2015

Assets$15,034
Liabilities$0
Net Assets$15,034

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $45,603Expenses 2011: $43,356Net Income 2011: $2,2472011Revenue 2012: $41,143Expenses 2012: $47,858Net Income 2012: -$6,7152012Revenue 2013: $48,814Expenses 2013: $34,398Net Income 2013: $14,4162013Revenue 2014: $24,999Expenses 2014: $34,953Net Income 2014: -$9,9542014Revenue 2015: $36,143Expenses 2015: $34,011Net Income 2015: $2,1322015Revenue 2016: $30,371Expenses 2016: $35,206Net Income 2016: -$4,8352016Revenue 2017: $57,197Expenses 2017: $42,347Net Income 2017: $14,8502017Revenue 2018: $40,840Expenses 2018: $40,384Net Income 2018: $4562018Revenue 2019: $36,709Expenses 2019: $38,810Net Income 2019: -$2,1012019Revenue 2020: $26,870Expenses 2020: $18,980Net Income 2020: $7,8902020Revenue 2021: $1,146Expenses 2021: $13,731Net Income 2021: -$12,5852021Revenue 2022: $14,082Expenses 2022: $3,537Net Income 2022: $10,5452022Revenue 2023: $18,277Expenses 2023: $11,378Net Income 2023: $6,8992023Revenue 2025: $29,117Expenses 2025: $12,762Net Income 2025: $16,3552025

Highlighted filing

2015

Revenue$36,143
Expenses$34,011
Net Income$2,132
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 21, 2015
Return Version
2014v5.0
Gross Receipts
$95,290
Mission and Program Overview

Mission

Develop & further the educ of students

Develop & further education of students

Program Services

DescriptionGrantsExpenses
TRADEWINDS ELEMENTARY PTA ACCOMPLISHED INVOLVEMENT OF FAMILIES IN VARIOUS EVENTS THROUGHOUT THE YEAR WHICH HAS ENHANCED THE STUDENTS EDUCATIONAL EXPERIENCE ON ALL LEVELS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIETRA PALACIOPresidentPT$0--
NANCY KLEINE1st Vice PresidentPT$0--
TARA GIBSON2nd Vice PresidentPT$0--
KIM MEYER3rd Vice President-$0--
MELISSA DUFOURTreasurer-$0--
MELODY VALENTINESecretary-$0--
HOLLY KEARNSCorresponding Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai$28,990$28,990$17,628$11,362
Spring Fundr$13,084$13,084$7,965$5,119
Total Events$76,778$76,778$59,147$17,631
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress - Tradewinds Elementary Pta
EIN
65-0671529
Address
5400 JOHNSON ROAD, COCONUT CREEK, FL 33073

Signing Officer

Name
Tara Gibson
Title
2nd Vice Presid
Phone
9544282038
Signed
2015-10-21
Discuss with paid preparer
No

Preparer

Firm
Peter S Zitoli CPA
Address
7603 NW 47 TERRACE, COCONUT CREEK, FL 33073
Preparer
Peter S Zitoli
Phone
9548013094
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountdonation and grant expense 1,656family night exp 1,996membership exp 1,092pta board exp 1,509school activities exp 4,612student subscription exp 2,650teacher and staff appreciation 3,597voluteer exp 736yearbook exp 13,091ongoing school activities 421

Raw XML Appendix183 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/BooksInCareOfDetail/PersonNm0MELISSA DUFOUR
IRS990EZ/BooksInCareOfDetail/PhoneNum09544282038
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05400 JOHNSON ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COCONUT CREEK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033073
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012902
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015034
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01887
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt015034
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DIETRA PALACIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY KLEINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TARA GIBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA DUFOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MELODY VALENTINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HOLLY KEARNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33RD VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CORRESPONDING SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt031360
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DEVELOP & FURTHER EDUCATION OF STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt01786
IRS990EZ/ProgramServiceRevenueAmt016625
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRADEWINDS ELEMENTARY PTA ACCOMPLISHED INVOLVEMENT OF FAMILIES IN VARIOUS EVENTS THROUGHOUT THE YEAR WHICH HAS ENHANCED THE STUDENTS EDUCATIONAL EXPERIENCE ON ALL LEVELS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt059147
IRS990EZ/SpecialEventsNetIncomeLossAmt017631
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034011
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt036143
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0TWE.MY-PTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01887
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04339
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015914
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt093403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069466
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt068317
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt076220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt066166
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0373572
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0389486
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt095290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071816
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072656
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt079945
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069779
IRS990ScheduleA/Total509Grp/TotalAmt0389486
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt095290
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072656
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt079945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069779
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0389486
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt059147
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028990
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013084
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt034704
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt076778
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028990
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013084
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt034704
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017628
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07965
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDONATION AND GRANT EXPENSE 1,656FAMILY NIGHT EXP 1,996MEMBERSHIP EXP 1,092PTA BOARD EXP 1,509SCHOOL ACTIVITIES EXP 4,612STUDENT SUBSCRIPTION EXP 2,650TEACHER AND STAFF APPRECIATION 3,597VOLUTEER EXP 736YEARBOOK EXP 13,091ONGOING SCHOOL ACTIVITIES 421
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0TARA GIBSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt02ND VICE PRESID
ReturnHeader/BusinessOfficerGrp/PhoneNum09544282038
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS - TRADEWINDS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0650671529
ReturnHeader/Filer/USAddress/AddressLine1Txt05400 JOHNSON ROAD
ReturnHeader/Filer/USAddress/CityNm0COCONUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033073
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611750786
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETER S ZITOLI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07603 NW 47 TERRACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COCONUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033073
ReturnHeader/PreparerPersonGrp/PhoneNum09548013094
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter S Zitoli
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-06T15:19:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$47.3$0.00$47.3$29.1$12.8$16.4
2023Detailed filing. Detailed filing data is available for this year.$36.2$0.00$36.2$18.3$11.4$6.90
2022Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$14.1$3.54$10.5
2021Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$1.15$13.7$12.6
2020Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$26.9$19.0$7.89
2019Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$36.7$38.8$2.10
2018Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$40.8$40.4$0.46
2017Detailed filing. Detailed filing data is available for this year.$25.0$0.00$25.0$57.2$42.3$14.9
2016Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$30.4$35.2$4.84
2015Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$36.1$34.0$2.13
2014Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$25.0$35.0$9.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$0.00$22.9$48.8$34.4$14.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.44$0.00$8.44$41.1$47.9$6.72
2011Summary only. Only limited summary data is available for this year.$15.3$0.15$45.6$43.4$2.25