Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2024 • EIN 65-1039954

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 15, 2024

Organization ProfileWWW.POLOPARKPTSA.COM
11901 Lake Worth RoadLake Worth, FL 33449

(305) 505-6744

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

82nd percentile

31%

Higher net margin than 82% 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

91st percentile

89%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

92nd percentile

112%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$34,977

Up $16,440 (+89%) from 2023

Net Assets

Up

$34,977

Up $16,440 (+89%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Up

$53,494

Up $28,236 (+112%) from 2023

Expenses

Up

$37,054

Up $8,775 (+31%) from 2023

Net Income

Up

$16,440

Up $19,461 (+644%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$60K$40K$20K$0Assets 2011: $8,801Liabilities 2011: $0Net Assets 2011: $8,8012011Assets 2019: $37,361Net Assets 2019: $37,3612019Assets 2020: $57,087Net Assets 2020: $57,0872020Assets 2021: $28,929Net Assets 2021: $28,9292021Assets 2022: $21,558Net Assets 2022: $21,5582022Assets 2023: $18,537Net Assets 2023: $18,5372023Assets 2024: $34,977Net Assets 2024: $34,9772024Assets 2025: $44,846Net Assets 2025: $44,8462025

Highlighted filing

2024

Assets$34,977
Liabilities-
Net Assets$34,977
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$100K$50K$0-$50KRevenue 2011: $9,953Expenses 2011: $9,343Net Income 2011: $6102011Revenue 2019: $43,050Expenses 2019: $20,932Net Income 2019: $22,1182019Revenue 2020: $39,655Expenses 2020: $19,929Net Income 2020: $19,7262020Revenue 2021: $12,786Expenses 2021: $42,858Net Income 2021: -$30,0722021Revenue 2022: $26,882Expenses 2022: $34,253Net Income 2022: -$7,3712022Revenue 2023: $25,258Expenses 2023: $28,279Net Income 2023: -$3,0212023Revenue 2024: $53,494Expenses 2024: $37,054Net Income 2024: $16,4402024Revenue 2025: $28,722Expenses 2025: $18,853Net Income 2025: $9,8692025

Highlighted filing

2024

Revenue$53,494
Expenses$37,054
Net Income$16,440
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 15, 2024
Return Version
2023v5.1
Gross Receipts
$74,845
Mission and Program Overview

Mission

The organizations primary exempt purpose is to promote the welfare of the children in home, school and community and to foster relationships between parents and teachers so that they may cooperate intelligently and informatively in the education and welfare of the children.

Program Services

DescriptionGrantsExpenses
SCHOOL ENHANCEMENTS = 2550PRODUCT SALES COST OF GOODS SOLD = 12434TEACHER SUPPORT = 26806$0$41,790
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTY BARTOLUCCIPresidentPT$0--
CATHY MOSSVPPT$0--
JAQUELYN DIAZTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
65-1039954
Phone
3055056744
Address
11901 LAKE WORTH ROAD, LAKE WORTH, FL 33449

Signing Officer

Name
Jaquelyn Diaz
Title
Treasurer
Phone
3055056744
Signed
2024-09-15
Discuss with paid preparer
Yes

Preparer

Firm
The Newman Group Inc
Address
6803 LAKE WORTH RD STE 305, LAKE WORTH, FL 33467
Preparer
Jonathan Newman
Phone
5616426999
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“TEACHER SUPPORT 26806.”

Form 990EZ, Part I, Line 16

“Administrative expenses 2448.”

Form 990EZ, Part I, Line 16

“INSURANCE 289.”

Form 990EZ, Part I, Line 16

“Membership expenses 2594.”

Form 990EZ, Part I, Line 16

“Honor roll expenses 1398.”

Form 990EZ, Part I, Line 16

“End of year awards ceremonies 174.”

Form 990EZ, Part I, Line 16

“WEBSITE 245.”

Raw XML Appendix163 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/PersonNm0JAQUELYN DIAZ
IRS990EZ/BooksInCareOfDetail/PhoneNum05614369425
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011901 LAKE WORTH ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WELLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033414
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018537
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034977
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt012434
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016440
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018537
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034977
IRS990EZ/FundraisingGrossIncomeAmt020331
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt038727
IRS990EZ/GrossReceiptsAmt074845
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt051161
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03353
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018537
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034977
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018537
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034977
IRS990EZ/OccupancyRentUtltsAndMaintAmt02550
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTY BARTOLUCCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHY MOSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAQUELYN DIAZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033954
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO PROMOTE THE WELFARE OF THE CHILDREN IN HOME, SCHOOL AND COMMUNITY AND TO FOSTER RELATIONSHIPS BETWEEN PARENTS AND TEACHERS SO THAT THEY MAY COOPERATE INTELLIGENTLY AND INFORMATIVELY IN THE EDUCATION AND WELFARE OF THE CHILDREN.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL ENHANCEMENTS = 2550PRODUCT SALES COST OF GOODS SOLD = 12434TEACHER SUPPORT = 26806
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041790
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08917
IRS990EZ/SpecialEventsNetIncomeLossAmt011414
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037054
IRS990EZ/TotalProgramServiceExpensesAmt041790
IRS990EZ/TotalRevenueAmt053494
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.POLOPARKPTSA.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05674
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04808
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01938
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08436
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051161
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053006
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt059945
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014410
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052341
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0230863
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0255072
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054514
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058680
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064753
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt016348
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060777
IRS990ScheduleA/Total509Grp/TotalAmt0255072
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0255072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TEACHER SUPPORT 26806.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATIVE EXPENSES 2448.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 289.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP EXPENSES 2594.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HONOR ROLL EXPENSES 1398.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5END OF YEAR AWARDS CEREMONIES 174.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE 245.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAQUELYN DIAZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03055056744
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0651039954
ReturnHeader/Filer/PhoneNum03055056744
ReturnHeader/Filer/USAddress/AddressLine1Txt011901 LAKE WORTH ROAD
ReturnHeader/Filer/USAddress/CityNm0LAKE WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033449
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650173953
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE NEWMAN GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06803 LAKE WORTH RD STE 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033467
ReturnHeader/PreparerPersonGrp/PhoneNum05616426999
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN NEWMAN
ReturnHeader/ReturnTs02024-11-13T05:34:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,977
Liabilities
-
Net assets
$34,977
Revenue
$53,494
Expenses
$37,054
Net income
$16,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$44.8$44.8$28.7$18.9$9.87
2024Detailed filing. Detailed filing data is available for this year.$35.0$35.0$53.5$37.1$16.4
2023Detailed filing. Detailed filing data is available for this year.$18.5$18.5$25.3$28.3$3.02
2022Detailed filing. Detailed filing data is available for this year.$21.6$21.6$26.9$34.3$7.37
2021Detailed filing. Detailed filing data is available for this year.$28.9$28.9$12.8$42.9$30.1
2020Detailed filing. Detailed filing data is available for this year.$57.1$57.1$39.7$19.9$19.7
2019Detailed filing. Detailed filing data is available for this year.$37.4$37.4$43.1$20.9$22.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.80$0.00$8.80$9.95$9.34$0.61