Civic Intelligence

PTA Florida Equestrian Trails Elementary

990EZ • Fiscal year 2020 • EIN 81-0626073

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

9720 Stribling WayWellington, FL 33414

(561) 904-9600

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

86th percentile

83%

Faster asset growth than 86% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

72%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$79,127

Up $35,981 (+83%) from 2019

Net Assets

Up

$79,127

Up $35,981 (+83%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$83,773

Up $34,954 (+72%) from 2019

Expenses

Down

$47,792

Down $7,233 (-13%) from 2019

Net Income

Up

$35,981

Up $42,187 (+680%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $21,467Liabilities 2011: $02011Assets 2012: $30,186Liabilities 2012: $02012Assets 2013: $24,735Liabilities 2013: $7,6352013Assets 2014: $18,292Liabilities 2014: $3322014Assets 2015: $30,588Liabilities 2015: $02015Assets 2016: $39,714Liabilities 2016: $02016Assets 2017: $34,482Liabilities 2017: $02017Assets 2019: $43,146Net Assets 2019: $43,1462019Assets 2020: $79,127Net Assets 2020: $79,1272020Assets 2021: $75,464Net Assets 2021: $75,4642021Assets 2022: $79,018Net Assets 2022: $79,0182022Assets 2023: $67,131Net Assets 2023: $67,1312023Assets 2024: $95,304Net Assets 2024: $95,3042024Assets 2025: $2,754Net Assets 2025: $2,7542025

Highlighted filing

2020

Assets$79,127
Liabilities-
Net Assets$79,127

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $68,186Expenses 2011: $48,611Net Income 2011: $19,5752011Revenue 2012: $61,994Expenses 2012: $53,275Net Income 2012: $8,7192012Revenue 2013: $39,777Expenses 2013: $52,863Net Income 2013: -$13,0862013Revenue 2014: $37,864Expenses 2014: $37,004Net Income 2014: $8602014Revenue 2015: $42,455Expenses 2015: $29,827Net Income 2015: $12,6282015Revenue 2016: $33,660Expenses 2016: $24,534Net Income 2016: $9,1262016Revenue 2017: $28,079Expenses 2017: $33,310Net Income 2017: -$5,2312017Revenue 2019: $48,819Expenses 2019: $55,025Net Income 2019: -$6,2062019Revenue 2020: $83,773Expenses 2020: $47,792Net Income 2020: $35,9812020Revenue 2021: $33,437Expenses 2021: $37,100Net Income 2021: -$3,6632021Revenue 2022: $83,410Expenses 2022: $79,856Net Income 2022: $3,5542022Revenue 2023: $96,401Expenses 2023: $108,288Net Income 2023: -$11,8872023Revenue 2024: $140,157Expenses 2024: $108,574Net Income 2024: $31,5832024Revenue 2025: $90,736Expenses 2025: $183,286Net Income 2025: -$92,5502025

Highlighted filing

2020

Revenue$83,773
Expenses$47,792
Net Income$35,981
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$87,533
Mission and Program Overview

Mission

Elementary School fundraising

Program Services

DescriptionGrantsExpenses
Various school fundraisers that raised signigicate finds to help the teachers and students.$22,712-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melany ArmandParliamentarianPT$0--
Jeniffer DiazPresidentPT$0--
Kat DavisVP FundraisingPT$0--
Tara CrawfordVP FundraisingPT$0--
Alissa KeydelVP HospitalityPT$0--
Ryan WatsonVP ProgrammingPT$0--
Sarah JudeVP MembershipPT$0--
Jill CarrollSecretaryPT$0--
Jess MeridaBus PartnersPT$0--
Jennifer SchnipperBus PartnerPT$0--
Cat ReeceTreasurerPT$0--
Cristina HoneycuttFaculty LiaisonPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$53,317$53,317-$53,317
Total Events$53,317$53,317-$53,317
Filing and Contact Details

Filer

Filer Name
PTA Florida Equestrian Trails Elementary
EIN
81-0626073
Phone
5619049600
Address
9720 Stribling Way, Wellington, FL 33414

Signing Officer

Name
Melany Armand
Title
Treasurer
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
BARRON AND KOGAN CPAs PA
Address
12788 W FOREST HILL BLVD SUITE 1003, WELLINGTON, FL 33414
Preparer
Hope Barron
Phone
5617954448
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $2189

Other Expenses.1012

Insurance $435

Other Expenses.1

Business Partners Expense $20442

Other Expenses.2

School Projects $13869

Other Expenses.3

Program Expenses $8608

Other Expenses.4

Membership Supplies $2014

Other Expenses.5

Hospitality Expenses $235

Raw XML Appendix198 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/PhoneNum05619049600
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0West Palm Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033411
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043146
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IRS990EZ/ExcessOrDeficitForYearAmt035981
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt087533
IRS990EZ/GrossSalesOfInventoryAmt020246
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Melany Armand
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jeniffer Diaz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kat Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tara Crawford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Alissa Keydel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ryan Watson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Sarah Jude
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jill Carroll
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Jess Merida
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jennifer Schnipper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Cat Reece
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Cristina Honeycutt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Hospitality
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Programming
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Bus Partners
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Bus Partner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Faculty Liaison
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt047792
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Elementary School fundraising
IRS990EZ/ProgramServiceRevenueAmt03255
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022712
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt053317
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt047792
IRS990EZ/TotalProgramServiceExpensesAmt022712
IRS990EZ/TotalRevenueAmt083773
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018737
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024106
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033372
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt098596
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt053317
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047388
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt071131
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt046652
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt024645
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0243133
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0341729
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066125
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt095237
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt080024
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036311
IRS990ScheduleA/Total509Grp/TotalAmt0341729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt064032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt095237
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt036311
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0341729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053317
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053317
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053317
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053317
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt053317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Business Partners Expense $20442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Projects $13869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Program Expenses $8608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership Supplies $2014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Hospitality Expenses $235
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Melany Armand
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Florida Equestrian Trails Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0810626073
ReturnHeader/Filer/PhoneNum05619049600
ReturnHeader/Filer/USAddress/AddressLine1Txt09720 Stribling Way
ReturnHeader/Filer/USAddress/CityNm0Wellington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033414
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450488867
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARRON AND KOGAN CPAs PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012788 W FOREST HILL BLVD SUITE 1003
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033414
ReturnHeader/PreparerPersonGrp/PhoneNum05617954448
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Hope Barron
ReturnHeader/ReturnTs02020-11-13T08:11:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings