Civic Intelligence

PTA Florida Congress Bessey Creek Elementary PTA

990EZ • Fiscal year 2020 • EIN 65-0674409

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 19, 2021

Organization ProfileN/A
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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

16th percentile

-33%

Higher net margin than 16% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

19th percentile

-20%

Faster asset growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-30%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$45,477

Down $11,441 (-20%) from 2019

Net Assets

Down

$45,477

Down $11,441 (-20%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Down

$34,448

Down $14,702 (-30%) from 2019

Expenses

Up

$45,889

Up $435 (+1.0%) from 2019

Net Income

Down

-$11,441

Down $15,137 (-410%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2020

Assets$45,477
Liabilities-
Net Assets$45,477
Open 2020 Filing

Operations Trend

Revenue Growth36th percentile

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

2020

Revenue$34,448
Expenses$45,889
Net Income-$11,441
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 19, 2021
Return Version
2019v5.1
Gross Receipts
$74,253
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
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda OzerTreasurerPT$0--
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
2021-03-19
Discuss with paid preparer
No

Preparer

Firm
Financial & Tax Services
Address
2336 SE Ocean Blvd Box 395, Stuart, FL 34996
Preparer
Dana P Janke
Phone
7722368026
Supplemental Narrative

Additional Explanations

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

“Grade Level Expenses 2,724”

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

“Hospitality 2,536”

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

“Parade Fee 50”

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

“Other Appreciation Events 1,696”

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

“Insurance, Office Supplies, Printing, Tax Preparation Fee, Etc 1,204”

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

“Classroom Equipment, Supplemental Supplies, School Enhancements 36,911”

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

“Promotion Celebration 122”

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

“Parent Workshop 82”

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

“Memberships paid to PTA 564”

Raw XML Appendix139 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Amanda Ozer
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/BOYAmt056918
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045477
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt020566
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11441
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056918
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045477
IRS990EZ/FundraisingGrossIncomeAmt035581
IRS990EZ/GrossProfitLossSlsOfInvntryAmt016631
IRS990EZ/GrossReceiptsAmt074253
IRS990EZ/GrossSalesOfInventoryAmt037197
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01475
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056918
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045477
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056918
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045477
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amanda Ozer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045889
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019239
IRS990EZ/SpecialEventsNetIncomeLossAmt016342
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt045889
IRS990EZ/TotalRevenueAmt034448
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0774
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01559
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0113287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0105465
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt077961
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt094819
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0391532
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0393091
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0114061
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0105465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt078646
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt094919
IRS990ScheduleA/Total509Grp/TotalAmt0393091
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0114061
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0105465
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt078646
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt094919
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0393091
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grade Level Expenses 2,724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Hospitality 2,536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Parade Fee 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Other Appreciation Events 1,696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance, Office Supplies, Printing, Tax Preparation Fee, Etc 1,204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Classroom Equipment, Supplemental Supplies, School Enhancements 36,911
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Promotion Celebration 122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Parent Workshop 82
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Memberships paid to PTA 564
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
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Amanda Ozer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-19
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
ReturnHeader/Filer/USAddress/ZIPCd034990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Financial & Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02336 SE Ocean Blvd Box 395
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stuart
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034996
ReturnHeader/PreparerPersonGrp/PhoneNum07722368026
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dana P Janke
ReturnHeader/ReturnTs02021-03-19T09:58:48-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,477
Liabilities
-
Net assets
$45,477
Revenue
$34,448
Expenses
$45,889
Net income
-$11,441
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