Civic Intelligence

PTA Florida Congress - Tradewinds Elementary PTA

990EZ • Fiscal year 2016 • EIN 65-0671529

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 20, 2016

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

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

18th percentile

-16%

Higher net margin than 18% 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

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

28th percentile

-16%

Faster revenue growth than 28% of similar nonprofits.

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

Assets

Down

$10,199

Down $4,835 (-32%) from 2015

Net Assets

Down

$10,199

Down $4,835 (-32%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$30,371

Down $5,772 (-16%) from 2015

Expenses

Up

$35,206

Up $1,195 (+3.5%) from 2015

Net Income

Down

-$4,835

Down $6,967 (-327%) from 2015

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

2016

Assets$10,199
Liabilities$0
Net Assets$10,199

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

2016

Revenue$30,371
Expenses$35,206
Net Income-$4,835
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 20, 2016
Return Version
2015v2.1
Gross Receipts
$95,605
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
TARA GIBSONPresidentPT$0--
MELODY VALENTINE1st Vice PresidentPT$0--
KIM MEYERS2nd Vice President-$0--
GINA FERRI3rd Vice PresidentPT$0--
MELISSA DUFOURTreasurer-$0--
JASMIN CAJIGASSecretaryPT$0--
TIFFANY WENIGCorresponding SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai$27,038$27,038$16,779$10,259
Spring Fundr$7,834$7,834$5,799$2,035
Total Events$79,638$79,638$65,234$14,404
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
Gina Ferri
Title
3rd Vice Presid
Phone
9544282038
Signed
2016-10-20
Discuss with paid preparer
No

Preparer

Firm
Peter S Zitoli CPA
Address
7603 NW 47 Terrace, Coconut Creek, FL 33073
Preparer
Peter S Zitoli CPA
Phone
9548013094
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountdonation and grant expense 4,293family night exp 1,963membership exp 1,292pta board exp 1,748school activities exp 5,826student subscription exp 1,120teacher and staff appreciation 3,250voluteer exp 1,225yearbook exp 12,817ongoing school activities 647

Raw XML Appendix184 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/USAddress/CityNm0COCONUT CREEK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TARA GIBSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA DUFOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JASMIN CAJIGAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TIFFANY WENIG
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/OtherExpensesTotalAmt034181
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DEVELOP & FURTHER EDUCATION OF STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt0285
IRS990EZ/ProgramServiceRevenueAmt013642
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt014404
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0TWE.MY-PTA.ORG
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04339
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014626
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt093280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt093403
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDR
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07834
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt044766
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07834
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05799
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDONATION AND GRANT EXPENSE 4,293FAMILY NIGHT EXP 1,963MEMBERSHIP EXP 1,292PTA BOARD EXP 1,748SCHOOL ACTIVITIES EXP 5,826STUDENT SUBSCRIPTION EXP 1,120TEACHER AND STAFF APPRECIATION 3,250VOLUTEER EXP 1,225YEARBOOK EXP 12,817ONGOING SCHOOL ACTIVITIES 647
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0GINA FERRI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt03RD VICE PRESID
ReturnHeader/BusinessOfficerGrp/PhoneNum09544282038
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-20
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/PreparationDt02016-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER S ZITOLI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-04T09:07:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
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
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