Civic Intelligence

PTA Florida Congress Ethel Koger Beckham Elementary

990EZ • Fiscal year 2021 • EIN 65-0700214

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 17, 2021

Organization ProfileN/A
4702 SW 143rd CTMiami, FL 33175

(305) 222-8161

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

4th percentile

-310%

Higher net margin than 4% 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

18th percentile

-21%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

4th percentile

-95%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$42,090

Down $11,038 (-21%) from 2020

Net Assets

Down

$42,090

Down $11,038 (-21%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin4th percentile

Revenue

Down

$3,556

Down $69,867 (-95%) from 2020

Expenses

Down

$14,594

Down $48,563 (-77%) from 2020

Net Income

Down

-$11,038

Down $21,304 (-208%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$80K$60K$40K$20K$0Assets 2011: $20,871Liabilities 2011: $0Net Assets 2011: $20,8712011Assets 2012: $31,474Liabilities 2012: $0Net Assets 2012: $31,4742012Assets 2013: $30,701Liabilities 2013: $0Net Assets 2013: $30,7012013Assets 2014: $65,709Liabilities 2014: $0Net Assets 2014: $65,7092014Assets 2015: $65,709Liabilities 2015: $0Net Assets 2015: $65,7092015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $31,671Liabilities 2017: $0Net Assets 2017: $31,6712017Assets 2018: $49,587Liabilities 2018: $0Net Assets 2018: $49,5872018Assets 2019: $43,337Liabilities 2019: $0Net Assets 2019: $43,3372019Assets 2020: $53,128Liabilities 2020: $0Net Assets 2020: $53,1282020Assets 2021: $42,090Liabilities 2021: $0Net Assets 2021: $42,0902021Assets 2022: $51,946Liabilities 2022: $0Net Assets 2022: $51,9462022Assets 2023: $50,623Liabilities 2023: $0Net Assets 2023: $50,6232023Assets 2024: $64,551Liabilities 2024: $0Net Assets 2024: $64,5512024

Highlighted filing

2021

Assets$42,090
Liabilities$0
Net Assets$42,090
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $170,727Expenses 2011: $177,676Net Income 2011: -$6,9492011Revenue 2012: $165,846Expenses 2012: $155,243Net Income 2012: $10,6032012Revenue 2013: $217,830Expenses 2013: $211,179Net Income 2013: $6,6512013Revenue 2014: $155,935Expenses 2014: $101,308Net Income 2014: $54,6272014Revenue 2015: $155,935Expenses 2015: $101,308Net Income 2015: $54,6272015Revenue 2016: $156,581Expenses 2016: $153,267Net Income 2016: $3,3142016Revenue 2017: $131,137Expenses 2017: $125,254Net Income 2017: $5,8832017Revenue 2018: $121,496Expenses 2018: $111,991Net Income 2018: $9,5052018Revenue 2019: $132,875Expenses 2019: $131,900Net Income 2019: $9752019Revenue 2020: $73,423Expenses 2020: $63,157Net Income 2020: $10,2662020Revenue 2021: $3,556Expenses 2021: $14,594Net Income 2021: -$11,0382021Revenue 2022: $58,729Expenses 2022: $51,298Net Income 2022: $7,4312022Revenue 2023: $111,155Expenses 2023: $112,478Net Income 2023: -$1,3232023Revenue 2024: $93,115Expenses 2024: $79,699Net Income 2024: $13,4162024

Highlighted filing

2021

Revenue$3,556
Expenses$14,594
Net Income-$11,038
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 17, 2021
Return Version
2020v4.0
Gross Receipts
$26,981
Mission and Program Overview

Mission

Provide activities to enhance the students' educational and physical abilities

Enhance the students educational activities

Program Services

DescriptionGrantsExpenses
PTA fundraising activity-$23,425
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARISOL FERNANDEZPresidentPT$0--
JENNY BARCELOTreasurerPT$0--
MARLIN WEHBESecretary-$0--
INGRID MIR CUBAMembership-$0--
ELSA CASTROTeacher Liason-$0--
AILEEN GONZALEZ SMITHVolunteer Liason-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$20,876$20,876$23,425$-2,549
Total Events$20,876$20,876$23,425$-2,549
Filing and Contact Details

Filer

Filer Name
PTA Florida Congress Ethel Koger Beckman Elementary
EIN
65-0700214
In Care Of
% Marisol Fernandez
Phone
3052228161
Address
4702 SW 143rd CT, Miami, FL 33175

Signing Officer

Name
Marisol Fernandez
Title
President
Phone
7862107121
Signed
2021-11-17
Discuss with paid preparer
Yes

Preparer

Firm
SBFM Inc
Address
13401 SW 80 ST, Miami, FL 33183
Preparer
Armando Rodriguez-roig
Phone
3058982373
Raw XML Appendix171 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/BenefitsPaidToOrForMembersAmt014094
IRS990EZ/BooksInCareOfDetail/PersonNm0MARISOL FERNANDEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum07862107121
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014465 SW 56 TER
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Miami
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033183
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053128
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042090
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06105
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11038
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053128
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042090
IRS990EZ/FundraisingGrossIncomeAmt020876
IRS990EZ/GrossReceiptsAmt026981
IRS990EZ/GroupExemptionNum02149
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053128
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042090
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053128
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042090
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARISOL FERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNY BARCELO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARLIN WEHBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3INGRID MIR CUBA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELSA CASTRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AILEEN GONZALEZ SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Teacher Liason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Volunteer Liason
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enhance the students educational activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTA fundraising activity
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023425
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023425
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2549
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt014594
IRS990EZ/TotalProgramServiceExpensesAmt023425
IRS990EZ/TotalRevenueAmt03556
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt073257
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0132875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0121496
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0131137
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0462321
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033767
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt033767
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0496088
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03556
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0107024
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0132875
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0121496
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0131137
IRS990ScheduleA/Total509Grp/TotalAmt0496088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03556
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0107024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0132875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0121496
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0131137
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0496088
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023425
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraising
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020876
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2549
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023425
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023425
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARISOL FERNANDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07862107121
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Florida Congress Ethel Koger Beckman Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0650700214
ReturnHeader/Filer/InCareOfNm0% Marisol Fernandez
ReturnHeader/Filer/PhoneNum03052228161
ReturnHeader/Filer/USAddress/AddressLine1Txt04702 SW 143rd CT
ReturnHeader/Filer/USAddress/CityNm0Miami
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033175
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264565734
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SBFM Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013401 SW 80 ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Miami
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033183
ReturnHeader/PreparerPersonGrp/PhoneNum03058982373
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARMANDO RODRIGUEZ-ROIG
ReturnHeader/ReturnTs02021-11-17T18:36:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARISOL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FERNANDEZ
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
$42,090
Liabilities
$0
Net assets
$42,090
Revenue
$3,556
Expenses
$14,594
Net income
-$11,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.93$0.80$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$1.11$1.12$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.59$0.51$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.04$0.15$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.73$0.63$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$1.33$1.32$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$1.21$1.12$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$1.31$1.25$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.57$1.53$0.03
2015Summary only. Only limited summary data is available for this year.$0.66$0.00$0.66$1.56$1.01$0.55
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.56$1.01$0.55
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.31$2.18$2.11$0.07
2012Summary only. Only limited summary data is available for this year.$0.31$0.00$0.31$1.66$1.55$0.11
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$1.71$1.78$0.07