Civic Intelligence

PTA Florida Congress Bessey Creek Elementary PTA

990EZ • Fiscal year 2021 • EIN 65-0674409

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 22, 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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

80th percentile

38%

Higher net margin than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

69th percentile

24%

Faster asset growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

-17%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$56,428

Up $10,951 (+24%) from 2020

Net Assets

Up

$56,428

Up $10,951 (+24%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Down

$28,668

Down $5,780 (-17%) from 2020

Expenses

Down

$17,717

Down $28,172 (-61%) from 2020

Net Income

Up

$10,951

Up $22,392 (+196%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2021

Assets$56,428
Liabilities-
Net Assets$56,428
Open 2021 Filing

Operations Trend

Revenue Growth33rd 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

2021

Revenue$28,668
Expenses$17,717
Net Income$10,951
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 22, 2021
Return Version
2020v4.1
Gross Receipts
$41,866
Mission and Program Overview

Mission

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

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 Pay77th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-A-Thon$13,804$13,804$578$13,226
Holiday Store$1,275$1,275-$1,275
Total Events$23,842$23,593$850$22,743
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
Lisa Intraboona
Title
Treasurer
Signed
2021-10-22
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

“Hospitality 3,674”

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

“Butterfly Garden 33”

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

“Bids For Kids 94”

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

“Insurance, Office Supplies, Printing, Tax Preparation Fee, Etc 1,043”

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

“Staff and Teacher Appreciation 418”

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

“Promotion Celebration 404”

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

“Staff and school enhancements, classroom supplements, and classroom subscriptions 12,051”

Raw XML Appendix164 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/PersonNm0Eliza K Intraboona
IRS990EZ/BooksInCareOfDetail/PhoneNum07722191500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02201 SW Matheson Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palm City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034990
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045477
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056428
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt05326
IRS990EZ/GrossReceiptsAmt041866
IRS990EZ/GrossSalesOfInventoryAmt017674
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0350
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045477
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056428
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amanda Ozer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017717
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To make every childs potential a reality by engaging and empowering families to advocate for ALL children.
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
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0850
IRS990EZ/SpecialEventsNetIncomeLossAmt022743
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt017717
IRS990EZ/TotalRevenueAmt028668
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0774
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03284
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041267
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt072779
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0113287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0105465
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt077961
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0410759
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/PublicSupportTotal509Amt0414043
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041617
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt074254
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0114061
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt078646
IRS990ScheduleA/Total509Grp/TotalAmt0414043
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt041617
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt074254
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0114061
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0105465
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt078646
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0414043
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0249
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt0249
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0850
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Read-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Holiday Store
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013804
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt01275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08763
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023842
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013804
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08514
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023593
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022743
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0272
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0850
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0578
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Hospitality 3,674
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Butterfly Garden 33
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bids For Kids 94
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance, Office Supplies, Printing, Tax Preparation Fee, Etc 1,043
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Staff and Teacher Appreciation 418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Promotion Celebration 404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Staff and school enhancements, classroom supplements, and classroom subscriptions 12,051
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
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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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Intraboona
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-22
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/PreparationDt02021-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dana P Janke
ReturnHeader/ReturnTs02021-10-22T12:59:07-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lisa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Intraboona
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,428
Liabilities
-
Net assets
$56,428
Revenue
$28,668
Expenses
$17,717
Net income
$10,951
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