Civic Intelligence

PTA Florida Congress-Bob Martinez MID School Ptsa

990EZ • Fiscal year 2018 • EIN 82-0551959

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 23, 2018

5601 W Lutz Lake Fern RdLutz, FL 33558

(813) 558-1190

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

56th percentile

6.0%

Higher net margin than 56% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-40%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$29,146

Up $2,811 (+11%) from 2017

Net Assets

Up

$29,146

Up $2,811 (+11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$46,685

Down $31,039 (-40%) from 2017

Expenses

Down

$43,874

Down $19,548 (-31%) from 2017

Net Income

Down

$2,811

Down $11,491 (-80%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $13,238Liabilities 2011: $5,4002011Assets 2016: $11,999Net Assets 2016: $11,9992016Assets 2017: $26,335Liabilities 2017: $0Net Assets 2017: $26,3352017Assets 2018: $29,146Liabilities 2018: $0Net Assets 2018: $29,1462018Assets 2019: $9,138Liabilities 2019: $0Net Assets 2019: $9,1382019Assets 2020: $26,248Net Assets 2020: $26,2482020Assets 2021: $19,118Net Assets 2021: $19,1182021Assets 2022: $3,412Liabilities 2022: $0Net Assets 2022: $3,4122022Assets 2023: $18,645Liabilities 2023: $0Net Assets 2023: $18,6452023Assets 2024: $34,345Liabilities 2024: $0Net Assets 2024: $34,3452024Assets 2025: $40,294Liabilities 2025: $0Net Assets 2025: $40,2942025

Highlighted filing

2018

Assets$29,146
Liabilities$0
Net Assets$29,146

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $12,147Expenses 2011: $19,993Net Income 2011: -$7,8462011Revenue 2016: $22,175Expenses 2016: $25,792Net Income 2016: -$3,6172016Revenue 2017: $77,724Expenses 2017: $63,422Net Income 2017: $14,3022017Revenue 2018: $46,685Expenses 2018: $43,874Net Income 2018: $2,8112018Revenue 2019: $40,773Expenses 2019: $60,781Net Income 2019: -$20,0082019Revenue 2020: $45,911Expenses 2020: $28,801Net Income 2020: $17,1102020Revenue 2021: $29,115Expenses 2021: $36,245Net Income 2021: -$7,1302021Revenue 2022: $38,574Expenses 2022: $54,280Net Income 2022: -$15,7062022Revenue 2023: $56,680Expenses 2023: $41,447Net Income 2023: $15,2332023Revenue 2024: $55,218Expenses 2024: $39,518Net Income 2024: $15,7002024Revenue 2025: $43,968Expenses 2025: $38,019Net Income 2025: $5,9492025

Highlighted filing

2018

Revenue$46,685
Expenses$43,874
Net Income$2,811
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 23, 2018
Return Version
2017v2.2
Gross Receipts
$83,791
Mission and Program Overview

Mission

PTSAtosupportschoolactivitiesforBobMartinezMiddleSchool

To advocate and promote child education

Program Services

DescriptionGrantsExpenses
ASSISTED THE BOB MARTINEZ MIDDLE SCHOOL BY PROVIDING EDUCATIONAL SUPPLIES TO STUDENTS FACULTY AND STAFF INCLUDING ADDITIONAL STUDENT ACTIVITIES-$43,874
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA NOVORSKAPresidentPT$0--
JIM ANDERSONCo Vice President-$0--
BRANDY HYLTONCo Vice President-$0--
BRIDGET VERRECHIARecording Secretary-$0--
SONYA CHOITreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Main Fundra$20,823$20,823$27$20,796
Total Events$20,823$20,823$3,774$17,049
Filing and Contact Details

Filer

Filer Name
Bob Martinez Middle School Ptsa
EIN
82-0551959
Address
5601 W LUTZ LAKE FERN RD, LUTZ, FL 33558

Signing Officer

Name
Sonya Choi
Title
Treasurer
Phone
8135581190
Signed
2018-10-23
Discuss with paid preparer
No

Preparer

Firm
1 Source Partners
Address
102 S ARMENIA AVE, Tampa, FL 33609
Preparer
Paul Degance
Phone
8132547222
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity teacher appreciation grantee multiple amount 8,279activity middle school donations grantee bob martinez middle school street 5601 w lutz lake fern rd city, state, zip lutz, fl 33558amount 16,281

Description of other expenses Part I line 16

Description amountbank charges 972insurance 200supplies 177hospitality 3,219membership 140miscellaneous 27student activities 10,624website 369student assistance 134snacks 178volunteer gifts 362dues 2,733

Raw XML Appendix173 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/PersonNm0SONYA CHOI
IRS990EZ/BooksInCareOfDetail/PhoneNum08135581190
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05601 W LUTZ LAKE FERN RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LUTZ
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033558
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026335
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029146
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt033332
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02811
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0179
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt020823
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024560
IRS990EZ/GrossProfitLossSlsOfInvntryAmt012337
IRS990EZ/GrossReceiptsAmt083791
IRS990EZ/GrossSalesOfInventoryAmt045669
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05132
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026335
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029146
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026335
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029146
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA NOVORSKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRANDY HYLTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIDGET VERRECHIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SONYA CHOI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt019135
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ADVOCATE AND PROMOTE CHILD EDUCATION
IRS990EZ/ProgramServiceRevenueAmt012167
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTED THE BOB MARTINEZ MIDDLE SCHOOL BY PROVIDING EDUCATIONAL SUPPLIES TO STUDENTS FACULTY AND STAFF INCLUDING ADDITIONAL STUDENT ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043874
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03774
IRS990EZ/SpecialEventsNetIncomeLossAmt017049
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043874
IRS990EZ/TotalProgramServiceExpensesAmt043874
IRS990EZ/TotalRevenueAmt046685
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05132
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05368
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03579
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016882
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt078659
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt077571
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt077137
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049171
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0282538
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0299420
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080374
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082505
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052750
IRS990ScheduleA/Total509Grp/TotalAmt0299420
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083791
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt082505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0299420
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03774
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MAIN FUNDRA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01516
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020823
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017049
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02231
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02231
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY TEACHER APPRECIATION GRANTEE MULTIPLE AMOUNT 8,279ACTIVITY MIDDLE SCHOOL DONATIONS GRANTEE BOB MARTINEZ MIDDLE SCHOOL STREET 5601 W LUTZ LAKE FERN RD CITY, STATE, ZIP LUTZ, FL 33558AMOUNT 16,281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK CHARGES 972INSURANCE 200SUPPLIES 177HOSPITALITY 3,219MEMBERSHIP 140MISCELLANEOUS 27STUDENT ACTIVITIES 10,624WEBSITE 369STUDENT ASSISTANCE 134SNACKS 178VOLUNTEER GIFTS 362DUES 2,733
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SONYA CHOI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08135581190
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOB MARTINEZ MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0BOBM
ReturnHeader/Filer/EIN0820551959
ReturnHeader/Filer/USAddress/AddressLine1Txt05601 W LUTZ LAKE FERN RD
ReturnHeader/Filer/USAddress/CityNm0LUTZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033558
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0708FF741DCD4643CC778BB9C5EE60E3A8D2EF0AF
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0596196201831354zx54g
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.206.26.67
ReturnHeader/FilingSecurityInformation/IPDt02018-11-09
ReturnHeader/FilingSecurityInformation/IPTm013:59:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811343524
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt01 SOURCE PARTNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 S ARMENIA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tampa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033609
ReturnHeader/PreparerPersonGrp/PhoneNum08132547222
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL DEGANCE
ReturnHeader/ReturnTs02018-11-09T13:58:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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