Civic Intelligence

PTA Florida Congress Bessey Creek Elementary PTA

990EZ • Fiscal year 2019 • EIN 65-0674409

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 02, 2019

2201 SW Matheson AvePalm City, FL 34990

(772) 260-5091

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

59th percentile

7.5%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

85th percentile

55%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

44th percentile

-2.6%

Faster revenue growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$56,918

Up $20,224 (+55%) from 2018

Net Assets

Up

$56,918

Up $20,224 (+55%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$49,150

Down $1,316 (-2.6%) from 2018

Expenses

Down

$45,454

Down $10,042 (-18%) from 2018

Net Income

Up

$3,696

Up $8,726 (+173%) from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $34,181Liabilities 2011: $02011Assets 2012: $32,128Liabilities 2012: $02012Assets 2013: $21,898Net Assets 2013: $21,8982013Assets 2014: $19,785Net Assets 2014: $19,7852014Assets 2015: $24,894Net Assets 2015: $24,8942015Assets 2016: $46,918Net Assets 2016: $46,9182016Assets 2017: $41,724Net Assets 2017: $41,7242017Assets 2018: $36,694Net Assets 2018: $36,6942018Assets 2019: $56,918Net Assets 2019: $56,9182019Assets 2020: $45,477Net Assets 2020: $45,4772020Assets 2021: $56,428Net Assets 2021: $56,4282021Assets 2022: $64,937Net Assets 2022: $64,9372022Assets 2023: $53,079Net Assets 2023: $53,0792023Assets 2024: $25,829Liabilities 2024: $0Net Assets 2024: $25,8292024

Highlighted filing

2019

Assets$56,918
Liabilities-
Net Assets$56,918

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $57,520Expenses 2011: $45,801Net Income 2011: $11,7192011Revenue 2012: $53,041Expenses 2012: $55,094Net Income 2012: -$2,0532012Revenue 2013: $40,334Expenses 2013: $50,564Net Income 2013: -$10,2302013Revenue 2014: $37,357Expenses 2014: $39,470Net Income 2014: -$2,1132014Revenue 2015: $41,420Expenses 2015: $36,311Net Income 2015: $5,1092015Revenue 2016: $43,901Expenses 2016: $21,877Net Income 2016: $22,0242016Revenue 2017: $37,122Expenses 2017: $42,316Net Income 2017: -$5,1942017Revenue 2018: $50,466Expenses 2018: $55,496Net Income 2018: -$5,0302018Revenue 2019: $49,150Expenses 2019: $45,454Net Income 2019: $3,6962019Revenue 2020: $34,448Expenses 2020: $45,889Net Income 2020: -$11,4412020Revenue 2021: $28,668Expenses 2021: $17,717Net Income 2021: $10,9512021Revenue 2022: $49,313Expenses 2022: $40,804Net Income 2022: $8,5092022Revenue 2023: $104,344Expenses 2023: $116,202Net Income 2023: -$11,8582023Revenue 2024: $210,784Expenses 2024: $237,983Net Income 2024: -$27,1992024

Highlighted filing

2019

Revenue$49,150
Expenses$45,454
Net Income$3,696
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 2, 2019
Return Version
2018v3.1
Gross Receipts
$113,287
Mission and Program Overview

Mission

To make every childs potential a reality by engaging and empowering families to advocate for ALL children.

To support students and staff with fundraising efforts

Program Services

DescriptionGrantsExpenses
Teacher Allocations to support all students with supplies necessary and not provided through other school district funding budges. Served all students directly--
PTA sponsored programs to all grades of students including author visits, spirit celebrations, field day and off campus trips, media center activities , book and family nights.--
Yearbook Productions--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda OzerTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon Funrun$43,505$43,505$22,851$20,654
Banners$10,824$10,824$180$10,644
Total Events$61,663$61,663$27,550$34,113
Filing and Contact Details

Filer

Filer Name
PTA Florida Congress Bessey Creek Elementary PTA
EIN
65-0674409
Phone
7722605091
Address
2201 SW Matheson Ave, Palm City, FL 34990

Signing Officer

Name
Amanda Ozer
Title
Treasurer
Signed
2019-10-02
Discuss with paid preparer
No

Preparer

Firm
Financial & Tax Services
Address
901 SW Martin Downs Blvd, Palm City, FL 34990
Preparer
Dana Janke
Phone
7724269952
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Bank Charges 24

Form 990-EZ, Part I, Line 16, Other Expenses

Butterfly Garden 458

Form 990-EZ, Part I, Line 16, Other Expenses

iStand 415

Form 990-EZ, Part I, Line 16, Other Expenses

Team Green 201

Form 990-EZ, Part I, Line 16, Other Expenses

Grade Level Experiences 345

Form 990-EZ, Part I, Line 16, Other Expenses

Early Release Luncheon 1,689

Form 990-EZ, Part I, Line 16, Other Expenses

PTA refreshments 158

Form 990-EZ, Part I, Line 16, Other Expenses

Welcome Back Breakfast 690

Form 990-EZ, Part I, Line 16, Other Expenses

School Trip, Bids for Kids basket, staff and teacher appreciation 2,799

Form 990-EZ, Part I, Line 16, Other Expenses

Admin expenses i.e. insurance, office supplies, professional services, printing, subscriptions 2,055

Form 990-EZ, Part I, Line 16, Other Expenses

Memberships paid to PTA 774

Form 990-EZ, Part I, Line 16, Other Expenses

Staff and school enhancements, classroom supplements, and classroom subscriptions 30,077

Form 990-EZ, Part I, Line 16, Other Expenses

Square credit card fees, 5th grade promotion, conscious discipline training 3,387

Form 990-EZ, Part I, Line 16, Other Expenses

Uncategorized expenses, general and administrative 2,382

Raw XML Appendix182 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05613068920
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01951 SW 34th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palm City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034990
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053222
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
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IRS990EZ/PrimaryExemptPurposeTxt0To support students and staff with fundraising efforts
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher Allocations to support all students with supplies necessary and not provided through other school district funding budges. Served all students directly
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PTA sponsored programs to all grades of students including author visits, spirit celebrations, field day and off campus trips, media center activities , book and family nights.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Yearbook Productions
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt030312
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IRS990EZ/TotalExpensesAmt045454
IRS990EZ/TotalRevenueAmt049150
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0774
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03359
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0113287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0105465
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt094819
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt090411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0481943
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0114061
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0105465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078646
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt092211
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0485302
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon Funrun
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Banners
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043505
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010824
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07334
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061663
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043505
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010824
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07334
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061663
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034113
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04519
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027550
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022851
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0180
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank Charges 24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Butterfly Garden 458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2iStand 415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Team Green 201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Grade Level Experiences 345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Early Release Luncheon 1,689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTA refreshments 158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Welcome Back Breakfast 690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8School Trip, Bids for Kids basket, staff and teacher appreciation 2,799
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Admin expenses i.e. insurance, office supplies, professional services, printing, subscriptions 2,055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Memberships paid to PTA 774
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Staff and school enhancements, classroom supplements, and classroom subscriptions 30,077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Square credit card fees, 5th grade promotion, conscious discipline training 3,387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Uncategorized expenses, general and administrative 2,382
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Amanda Ozer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Florida Congress Bessey Creek Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0650674409
ReturnHeader/Filer/PhoneNum07722605091
ReturnHeader/Filer/USAddress/AddressLine1Txt02201 SW Matheson Ave
ReturnHeader/Filer/USAddress/CityNm0Palm City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.141.72.62
ReturnHeader/FilingSecurityInformation/IPDt02019-10-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:36:37
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Financial & Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 SW Martin Downs Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palm City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034990
ReturnHeader/PreparerPersonGrp/PhoneNum07724269952
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dana Janke
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-02T11:55:07-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$2.11$2.38$0.27
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.53$1.04$1.16$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.49$0.41$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.29$0.18$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.34$0.46$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.49$0.45$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.50$0.55$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.37$0.42$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.44$0.22$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.41$0.36$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.37$0.39$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.22$0.40$0.51$0.10
2012Summary only. Only limited summary data is available for this year.$0.32$0.00$0.53$0.55$0.02
2011Summary only. Only limited summary data is available for this year.$0.34$0.00$0.58$0.46$0.12