Civic Intelligence

PTA Florida Congress

990 • Fiscal year 2024 • EIN 65-0850341

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 31, 2024

1250 S Nob Hill RoadDavie, FL 33324-7422

(754) 323-5800

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

37th percentile

-2.4%

Higher net margin than 37% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

55th percentile

4.0%

Faster asset growth than 55% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$80,083

Up $3,073 (+4.0%) from 2023

Net Assets

Up

$80,083

Up $3,073 (+4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$140,417

Down $17,122 (-11%) from 2023

Expenses

Down

$143,828

Down $10,468 (-6.8%) from 2023

Net Income

Down

-$3,411

Down $6,654 (-205%) from 2023

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $161,122Liabilities 2012: $0Net Assets 2012: $161,1222012Assets 2013: $121,995Liabilities 2013: $0Net Assets 2013: $121,9952013Assets 2014: $75,927Liabilities 2014: $0Net Assets 2014: $75,9272014Assets 2015: $114,690Liabilities 2015: $0Net Assets 2015: $114,6902015Assets 2016: $101,337Liabilities 2016: $0Net Assets 2016: $101,3372016Assets 2017: $103,616Liabilities 2017: $0Net Assets 2017: $103,6162017Assets 2018: $104,287Liabilities 2018: $0Net Assets 2018: $104,2872018Assets 2019: $116,383Liabilities 2019: $0Net Assets 2019: $116,3832019Assets 2020: $108,332Liabilities 2020: $0Net Assets 2020: $108,3322020Assets 2021: $81,511Liabilities 2021: $0Net Assets 2021: $81,5112021Assets 2022: $73,626Liabilities 2022: $0Net Assets 2022: $73,6262022Assets 2023: $77,010Liabilities 2023: $0Net Assets 2023: $77,0102023Assets 2024: $80,083Liabilities 2024: $0Net Assets 2024: $80,0832024Assets 2025: $89,984Liabilities 2025: $0Net Assets 2025: $89,9842025

Highlighted filing

2024

Assets$80,083
Liabilities$0
Net Assets$80,083

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $191,578Expenses 2012: $155,128Net Income 2012: $36,4502012Revenue 2013: $185,427Expenses 2013: $224,554Net Income 2013: -$39,1272013Revenue 2014: $197,781Expenses 2014: $197,275Net Income 2014: $5062014Revenue 2015: $165,574Expenses 2015: $126,811Net Income 2015: $38,7632015Revenue 2016: -$5,526Expenses 2016: $7,827Net Income 2016: -$13,3532016Revenue 2017: $5,584Expenses 2017: $3,305Net Income 2017: $2,2792017Revenue 2018: $4,070Expenses 2018: $3,399Net Income 2018: $6712018Revenue 2019: $14,241Expenses 2019: $2,770Net Income 2019: $11,4712019Revenue 2020: -$4,847Expenses 2020: $3,204Net Income 2020: -$8,0512020Revenue 2021: -$26,363Expenses 2021: $458Net Income 2021: -$26,8212021Revenue 2022: $145,453Expenses 2022: $138,259Net Income 2022: $7,1942022Revenue 2023: $157,539Expenses 2023: $154,296Net Income 2023: $3,2432023Revenue 2024: $140,417Expenses 2024: $143,828Net Income 2024: -$3,4112024Revenue 2025: $142,949Expenses 2025: $133,048Net Income 2025: $9,9012025

Highlighted filing

2024

Revenue$140,417
Expenses$143,828
Net Income-$3,411
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 31, 2024
Return Version
2023v5.1
Gross Receipts
$140,417
Mission and Program Overview

Mission

Raise money to support teacher, students and school

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$77,010$80,083▲ $3,073
Total Assets$77,010$80,083▲ $3,073
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$77,010$80,083▲ $3,073
Total Net Assets Fund Balance$77,010$80,083▲ $3,073
Total Liabilities and Net Assets / Fund Balance$77,010$80,083▲ $3,073
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tomi PaolellaPresident
Tiffany SmithRecording Secretary
Johanna SchatzmanTreasurer
Jackie SpitzerVP Fundraising
Sydney GrollVP Membership
Revenue and Support

Revenue Composition

Contributions and Grants
$140,417
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-3,411
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$143,828
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$53,281$0$0$53,281
Other Expenses$28,024$0$0$28,024
Total Functional Expenses$143,828$0$0$143,828
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$140,417$140,417-$140,417
Total Events$140,417$140,417-$140,417
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
65-0850341
Phone
7543235800
Address
1250 S NOB HILL ROAD, DAVIE, FL 33324-7422
Doing Business As
Fox Trail Elementary Ptsa

Signing Officer

Name
Johanna Schatzman
Title
Treasurer
Phone
7543235800
Signed
2024-07-31

Organization Details

Principal Officer
Tomi Paolella
Formed
2000
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
8

Preparer

Firm
Friedman Accounting Inc
Address
6121 NW 60th Ave, Parkland, FL 33067
Preparer
Marc Friedman
Phone
9547523889
Supplemental Narrative

Additional Explanations

Pt VI, Line 8A

Gross revenue from fundraising event

Pt VI, Line 8B

Expenses related to fundraising events

Pt VI, Line 11B

RECEIVED BY OFFICER

Form 990, Part IX, Line 24E

School support 19185. 19185. 0. 0.

Form 990, Part IX, Line 24E

DUES 1276. 1276. 0. 0.

Form 990, Part IX, Line 24E

Volunteer coordination 404. 404. 0. 0.

Form 990, Part IX, Line 24E

Yearbooks 5306. 5306. 0. 0.

Form 990, Part IX, Line 24E

Scholastic 6391. 6391. 0. 0.

Form 990, Part IX, Line 24E

School agendas 10829. 10829. 0. 0.

Form 990, Part IX, Line 24E

Accounting 1115. 1115. 0. 0.

Form 990, Part IX, Line 24E

Bank charges 64. 64. 0. 0.

Form 990, Part IX, Line 24E

Admin supplies 1700. 1700. 0. 0.

Form 990, Part IX, Line 24E

Membership prizes 271. 271. 0. 0.

Form 990, Part IX, Line 24E

Insurance 1408. 1408. 0. 0.

Form 990, Part IX, Line 24E

Principal discrtionary 5332. 5332. 0. 0.

Raw XML Appendix337 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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IRS990/Form990PartVIISectionAGrp/TitleTxt3VP FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP MEMBERSHIP
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IRS990/OtherExpensesGrp/Desc2COPPERS DEN EXPENSES
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IRS990/PartialLiquidationInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECEIVED BY OFFICER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK CHARGES 64. 64. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ADMIN SUPPLIES 1700. 1700. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MEMBERSHIP PRIZES 271. 271. 0. 0.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
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IRS990/TotalContributionsAmt0140417
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0143828
IRS990/TotalFunctionalExpensesGrp/TotalAmt0143828
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt077010
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt080083
IRS990/TotalProgramServiceExpensesAmt0143828
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0140417
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt077010
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt080083
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01250 S NOB HILL RD
IRS990/USAddress/CityNm0DAVIE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033324
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHANNA SCHATZMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07543235800
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0650850341
ReturnHeader/Filer/PhoneNum07543235800
ReturnHeader/Filer/USAddress/AddressLine1Txt01250 S NOB HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0DAVIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0333247422
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273616484
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Friedman Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06121 NW 60th Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Parkland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033067
ReturnHeader/PreparerPersonGrp/PhoneNum09547523889
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC FRIEDMAN
ReturnHeader/ReturnTs02024-07-31T12:00:58-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.43$1.33$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.40$1.44$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$1.58$1.54$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.45$1.38$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.26$0.00$0.27
2020Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.05$0.03$0.08
2019Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.14$0.03$0.11
2018Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.04$0.03$0.01
2017Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.06$0.03$0.02
2016Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.06$0.08$0.13
2015Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$1.66$1.27$0.39
2014Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$1.98$1.97$0.01
2013Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$1.85$2.25$0.39
2012Summary only. Only limited summary data is available for this year.$1.61$0.00$1.61$1.92$1.55$0.36