Civic Intelligence

PTA Florida Congress Park Trails Elementary PTA

990 • Fiscal year 2019 • EIN 65-1114001

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 09, 2020

10700 Trails EndParkland, FL 33076

(954) 593-0849

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 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Flat

$0

Flat from 2018

Net Assets

Flat

$0

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$237,663

Up $28,990 (+14%) from 2018

Expenses

Up

$264,307

Up $50,012 (+23%) from 2018

Net Income

Down

-$26,644

Down $21,022 (-374%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $33,912Liabilities 2011: $02011Assets 2012: $78,751Net Assets 2012: $78,7512012Assets 2013: $24,935Liabilities 2013: $02013Assets 2014: $116,367Liabilities 2014: $02014Assets 2015: $175,202Liabilities 2015: $0Net Assets 2015: $175,2022015Assets 2016: $127,133Liabilities 2016: $0Net Assets 2016: $127,1332016Assets 2017: $54,931Liabilities 2017: $0Net Assets 2017: $54,9312017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2025: $73,725Liabilities 2025: $0Net Assets 2025: $73,7252025

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $77,472Expenses 2011: $94,524Net Income 2011: -$17,0522011Revenue 2012: $71,727Expenses 2012: $30,481Net Income 2012: $41,2462012Revenue 2013: $84,608Expenses 2013: $138,424Net Income 2013: -$53,8162013Revenue 2014: $142,455Expenses 2014: $51,023Net Income 2014: $91,4322014Revenue 2015: $164,652Expenses 2015: $105,817Net Income 2015: $58,8352015Revenue 2016: $159,931Expenses 2016: $208,000Net Income 2016: -$48,0692016Revenue 2017: $189,911Expenses 2017: $262,113Net Income 2017: -$72,2022017Revenue 2018: $208,673Expenses 2018: $214,295Net Income 2018: -$5,6222018Revenue 2019: $237,663Expenses 2019: $264,307Net Income 2019: -$26,6442019Revenue 2020: $215,550Expenses 2020: $218,714Net Income 2020: -$3,1642020Revenue 2021: $48,663Expenses 2021: $44,394Net Income 2021: $4,2692021Revenue 2022: $240,033Expenses 2022: $189,249Net Income 2022: $50,7842022Revenue 2023: $288,140Expenses 2023: $240,870Net Income 2023: $47,2702023Revenue 2025: $151,855Expenses 2025: $212,161Net Income 2025: -$60,3062025

Highlighted filing

2019

Revenue$237,663
Expenses$264,307
Net Income-$26,644
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 9, 2020
Return Version
2018v3.1
Gross Receipts
$237,663
Mission and Program Overview

Mission

The pta's goal is to work with staff, students and parents

The pta's goal is to work with staff, students and parents to achieve and maintain educational excellence for the children. The organization provides educational enhancement for over 1,000 students

Balance Sheet Detail
LineBeginningEndChange
Assets
Total Assets$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$237,652
Program Service Revenue
$0
Investment Income
$11
Other Revenue
$0
Change in Net Assets
$-26,644
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$264,307
Total Fundraising Expense$147,630
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$0$0$147,630$147,630
All Other Expenses$110,262$1,208$0$111,470
Total Functional Expenses$111,090$5,587$147,630$264,307
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
All Events$237,659$237,659$264,310$-26,651
Other----
Total Events$237,659$237,659$264,310$-26,651
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
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
Park Trails Elementary Pta
EIN
65-1114001
Phone
9545930849
Address
10700 TRAILS END, PARKLAND, FL 33076

Signing Officer

Name
Melissa Shultz
Title
Treasurer
Phone
9545930849
Signed
2020-07-09

Organization Details

Principal Officer
Melissa Shultz
Formed
2005
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Friedman Accounting Inc
Address
8634 NW 59th Place, Parkland, FL 33067
Preparer
Marc Friedman
Phone
9547523889
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

NA

Form 990, Part IX, Line 24E

Recognition 360. 360. 0. 0.

Form 990, Part IX, Line 24E

School improvement 3416. 3416. 0. 0.

Form 990, Part IX, Line 24E

Teacher and staff 13481. 13481. 0. 0.

Form 990, Part IX, Line 24E

Accounting 375. 0. 375. 0.

Form 990, Part IX, Line 24E

Bank fees 192. 0. 192. 0.

Form 990, Part IX, Line 24E

Insurance 375. 0. 375. 0.

Form 990, Part IX, Line 24E

FEES 61. 0. 61. 0.

Form 990, Part IX, Line 24E

Computer fees 205. 0. 205. 0.

Form 990, Part IX, Line 24E

Supplies 2291. 2291. 0. 0.

Form 990, Part IX, Line 24E

PAYPAL 60. 60. 0. 0.

Form 990, Part IX, Line 24E

SUNSHINE 156. 156. 0. 0.

Form 990, Part IX, Line 24E

Teacher appreciation 9247. 9247. 0. 0.

Form 990, Part IX, Line 24E

Volunteers 287. 287. 0. 0.

Form 990, Part IX, Line 24E

Custodial 650. 650. 0. 0.

Form 990, Part IX, Line 24E

Office expense 768. 768. 0. 0.

Form 990, Part IX, Line 24E

Technology 5075. 5075. 0. 0.

Form 990, Part IX, Line 24E

Security 58022. 58022. 0. 0.

Form 990, Part IX, Line 24E

AUTHOR 2178. 2178. 0. 0.

Form 990, Part IX, Line 24E

Media material 11279. 11279. 0. 0.

Form 990, Part IX, Line 24E

ESE 297. 297. 0. 0.

Form 990, Part IX, Line 24E

Programming 1000. 1000. 0. 0.

Form 990, Part IX, Line 24E

SPIRIT 1695. 1695. 0. 0.

Raw XML Appendix394 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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRES
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP
IRS990/Form990PartVIISectionAGrp/TitleTxt3ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP
IRS990/Form990PartVIISectionAGrp/TitleTxt8REC SEC
IRS990/Form990PartVIISectionAGrp/TitleTxt9CORR SEC
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0237202
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0237663
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentAuditFinclStmtInd0false
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IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentIncomeGrp/ExclusionAmt00
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IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembershipDuesAmt0450
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc1HOSPITALITY
IRS990/OtherExpensesGrp/Desc2MISC
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IRS990/PartialLiquidationInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER AND STAFF 13481. 13481. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTING 375. 0. 375. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES 192. 0. 192. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSURANCE 375. 0. 375. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FEES 61. 0. 61. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COMPUTER FEES 205. 0. 205. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SUPPLIES 2291. 2291. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAYPAL 60. 60. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SUNSHINE 156. 156. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TEACHER APPRECIATION 9247. 9247. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13VOLUNTEERS 287. 287. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14CUSTODIAL 650. 650. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15OFFICE EXPENSE 768. 768. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16TECHNOLOGY 5075. 5075. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17SECURITY 58022. 58022. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18AUTHOR 2178. 2178. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19MEDIA MATERIAL 11279. 11279. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20ESE 297. 297. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21PROGRAMMING 1000. 1000. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22SPIRIT 1695. 1695. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990, Part IX, Line 24e
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt00
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IRS990/TotalContributionsAmt0237652
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0147630
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05587
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0111090
IRS990/TotalFunctionalExpensesGrp/TotalAmt0264307
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0111090
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0237663
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt010700 TRAILS END
IRS990/USAddress/CityNm0PARKLAND
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033076
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA SHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09545930849
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PARK TRAILS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PARK
ReturnHeader/Filer/EIN0651114001
ReturnHeader/Filer/PhoneNum09545930849
ReturnHeader/Filer/USAddress/AddressLine1Txt010700 TRAILS END
ReturnHeader/Filer/USAddress/CityNm0PARKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033076
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId085A5DDFD5DE397E9C63C0A72C60CA5A467372D84
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId082B69B5576F5B576AF0573A7BA97D235B0ADF1F7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.229.117.167
ReturnHeader/FilingSecurityInformation/IPDt02020-07-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:05:20
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Friedman Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08634 NW 59th Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Parkland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033067
ReturnHeader/PreparerPersonGrp/PhoneNum09547523889
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC FRIEDMAN
ReturnHeader/ReturnTs02020-07-21T08:05:34-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.52$2.12$0.60
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.88$2.41$0.47
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.40$1.89$0.51
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.49$0.44$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.16$2.19$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.38$2.64$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.09$2.14$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$1.90$2.62$0.72
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$1.60$2.08$0.48
2015Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$1.65$1.06$0.59
2014Summary only. Only limited summary data is available for this year.$1.16$0.00$1.42$0.51$0.91
2013Summary only. Only limited summary data is available for this year.$0.25$0.00$0.85$1.38$0.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.79$0.72$0.30$0.41
2011Summary only. Only limited summary data is available for this year.$0.34$0.00$0.77$0.95$0.17