Civic Intelligence

PTA Florida Congress-Bob Martinez MID School Ptsa

990EZ • Fiscal year 2016 • EIN 82-0551959

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

Organization ProfileN/A
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

Score unavailable

No value available

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

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$11,999

Down $1,239 (-9.4%) from 2011

Net Assets

$11,999

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Up

$22,175

Up $10,028 (+83%) from 2011

Expenses

Up

$25,792

Up $5,799 (+29%) from 2011

Net Income

Up

-$3,617

Up $4,229 (+54%) from 2011

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2016

Assets$11,999
Liabilities-
Net Assets$11,999
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2016

Revenue$22,175
Expenses$25,792
Net Income-$3,617
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v3.0
Gross Receipts
$82,505
Mission and Program Overview

Mission

PTSAtosupportschoolactivitiesforBobMartinezMiddleSchool

Assist the Bob Martinez Middle School in providing educational supplies to students, faculty and staff.

Program Services

DescriptionGrantsExpenses
ASSIST THE BOB MARTINEZ MIDDLE SCHOOL IN PROVIDING EDUCATIONAL SUPPLIES TO STUDENTS, FACULTY AND STAFF.-$23,838
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LENA LEOPresidentPT$0--
LISA NOVORSKATreasurerPT$0--
JAMES ANDERSONVP-Programs-$0--
MOIRA SCHMIDTVP-Membership-$0--
RUTH HERSHVP-Ways And Means-$0--
ERICA RUDEVP-Volunteers-$0--
ANGELA BYDALEKRecording Secretary-$0--
SANDY WEBSTERCorresponding Secretary-$0--
JENNI BOOTHNewsletter-$0--
SUNNY GARLITS8th Grade Chair-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Spirit Wear & Uniforms$51,187$51,187$47,270$3,917
8th Grade Activities$7,306$7,306$8,505$-1,199
Total Events$77,137$77,137$60,330$16,807
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
82-0551959
Phone
8135581190
Address
5601 W Lutz Lake Fern Rd, Lutz, FL 33558

Signing Officer

Name
Lisa Novorska
Title
Treasurer
Phone
8135581190
Signed
2016-11-15

Preparer

Firm
Steven R Jones CPA Pa
Address
PO BOX 224, LAND O LAKES, FL 34639-0224
Preparer
Steven R Jones CPA
Phone
8139487500
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Bank Fees 275.”

Form 990EZ, Part I, Line 16

“Dues 115.”

Form 990EZ, Part I, Line 16

“Insurance 200.”

Form 990EZ, Part I, Line 16

“Miscellaneous 736.”

Form 990EZ, Part I, Line 16

“Programs and Events 23838.”

Form 990EZ, Part I, Line 16

“Website 250.”

Raw XML Appendix176 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/PersonNm0LISA NOVORSKA
IRS990EZ/BooksInCareOfDetail/PhoneNum08139492658
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05601 W Lutz Lake Fern Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lutz
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033558
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015616
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011999
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0185
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3617
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015616
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011999
IRS990EZ/FundraisingGrossIncomeAmt077137
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt082505
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05183
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015616
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011999
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015616
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011999
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt93.00
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/PersonNm0LENA LEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA NOVORSKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MOIRA SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RUTH HERSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ERICA RUDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANGELA BYDALEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SANDY WEBSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JENNI BOOTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SUNNY GARLITS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP-Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP-Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP-Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP-Volunteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Corresponding Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Newsletter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt98th Grade Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025414
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Assist the Bob Martinez Middle School in providing educational supplies to students, faculty and staff.
IRS990EZ/PrintingPublicationsPostageAmt0378
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSIST THE BOB MARTINEZ MIDDLE SCHOOL IN PROVIDING EDUCATIONAL SUPPLIES TO STUDENTS, FACULTY AND STAFF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023838
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt060330
IRS990EZ/SpecialEventsNetIncomeLossAmt016807
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025792
IRS990EZ/TotalProgramServiceExpensesAmt023838
IRS990EZ/TotalRevenueAmt022175
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05368
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03579
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08947
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt077137
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt049171
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0126308
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0135255
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082505
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052750
IRS990ScheduleA/Total509Grp/TotalAmt0135255
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0135255
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt060330
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0School Spirit Wear & Uniforms
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm08th Grade Activities
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051187
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07306
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018644
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt077137
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt051187
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07306
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018644
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt077137
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016807
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04555
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt060330
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt047270
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08505
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank Fees 275.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues 115.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous 736.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Programs and Events 23838.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Website 250.
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
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA NOVORSKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08135581190
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0820551959
ReturnHeader/Filer/PhoneNum08135581190
ReturnHeader/Filer/USAddress/AddressLine1Txt05601 W Lutz Lake Fern Rd
ReturnHeader/Filer/USAddress/CityNm0Lutz
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033558
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVEN R JONES CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 224
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAND O LAKES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0346390224
ReturnHeader/PreparerPersonGrp/PhoneNum08139487500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN R JONES CPA
ReturnHeader/ReturnTs02017-02-13T08:29:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,999
Liabilities
-
Net assets
$11,999
Revenue
$22,175
Expenses
$25,792
Net income
-$3,617
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$40.3$0.00$40.3$44.0$38.0$5.95
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$0.00$34.3$55.2$39.5$15.7
2023Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$56.7$41.4$15.2
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.00$3.41$38.6$54.3$15.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$19.1$29.1$36.2$7.13
2020Detailed filing. Detailed filing data is available for this year.$26.2$26.2$45.9$28.8$17.1
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.14$0.00$9.14$40.8$60.8$20.0
2018Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$46.7$43.9$2.81
2017Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$77.7$63.4$14.3
2016Detailed filing. Detailed filing data is available for this year.$12.0$12.0$22.2$25.8$3.62
2011Summary only. Only limited summary data is available for this year.$13.2$5.40$12.1$20.0$7.85
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits