Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2024 • EIN 86-1166868

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 04, 2024

6050 Lake Champlaim DriveOrlando, FL 32829

(407) 207-4991

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

37th percentile

-2.2%

Higher net margin than 37% 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

40th percentile

-4.0%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

41st percentile

-4.1%

Faster revenue growth than 41% of similar nonprofits.

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

Assets

Down

$19,402

Down $808 (-4.0%) from 2023

Net Assets

Down

$19,402

Down $808 (-4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$36,260

Down $1,547 (-4.1%) from 2023

Expenses

Down

$37,068

Down $11,141 (-23%) from 2023

Net Income

Up

-$808

Up $9,594 (+92%) from 2023

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $6,099Liabilities 2011: $02011Assets 2012: $4,282Liabilities 2012: $02012Assets 2013: $9,331Liabilities 2013: $02013Assets 2017: $13,650Liabilities 2017: $02017Assets 2018: $9,814Liabilities 2018: $02018Assets 2019: $10,797Liabilities 2019: $02019Assets 2023: $20,210Liabilities 2023: $0Net Assets 2023: $20,2102023Assets 2024: $19,402Liabilities 2024: $0Net Assets 2024: $19,4022024Assets 2025: $17,472Liabilities 2025: $0Net Assets 2025: $17,4722025

Highlighted filing

2024

Assets$19,402
Liabilities$0
Net Assets$19,402

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $18,595Expenses 2011: $16,613Net Income 2011: $1,9822011Revenue 2012: $18,586Expenses 2012: $20,403Net Income 2012: -$1,8172012Revenue 2013: $23,499Expenses 2013: $18,450Net Income 2013: $5,0492013Revenue 2017: $18,505Expenses 2017: $9,490Net Income 2017: $9,0152017Revenue 2018: $24,851Expenses 2018: $28,687Net Income 2018: -$3,8362018Revenue 2019: $20,260Expenses 2019: $19,277Net Income 2019: $9832019Revenue 2023: $37,807Expenses 2023: $48,209Net Income 2023: -$10,4022023Revenue 2024: $36,260Expenses 2024: $37,068Net Income 2024: -$8082024Revenue 2025: $37,561Expenses 2025: $39,491Net Income 2025: -$1,9302025

Highlighted filing

2024

Revenue$36,260
Expenses$37,068
Net Income-$808
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 4, 2024
Return Version
2023v5.0
Gross Receipts
$55,784
Mission and Program Overview

Mission

Sponsor School Projects

Program Services

DescriptionGrantsExpenses
School Wide Education Support and Resources: Activities throughout the school year for the engagement of faculty, staff, and student community included: acquisition of various recreational and educational materials, funding for classroom teacher supplies, printing and distribution of mental health resource guides, distribution of gifts, acquisition of various materials and support for school clubs, and organization of Teacher and Staff Appreciation Week. These activities benefited 80 education professionals and 600 students.$13,903$13,903
Cafeteria Overhaul: General renovation of the cafeteria to benefit about 700 people, including students, teachers, and others. The renovation included: all walls and trim painted by a professional, decorating the space, updating door and wall signs, replacing and refurbishing support utensils.$9,180$9,180
5th Grade Celebration : Celebration event for the completion of elementary school and transition to middle school. About 150 people, including students and teachers, enjoyed decorations, food, distribution of gifts and tributes, craft activities, and outdoor activities$6,052$6,052
Community-Building Events and Engagement: Various events throughout the school year with the participation of students, families, teachers, and other community members. More than 1,000 people benefited from these events, which included musical performances, craft activities, outdoor activities, games, distribution of gifts, and food.$5,167$5,167
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Winnie HooPresidentPT$0--
Sharon Risley1nd VP MembershipPT$0--
Mary Jo Tracey2nd VP FundraisingPT$0--
Steffanie YoppSecretaryPT$0--
Marcela ZiaTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
86-1166868
Phone
4072074991
Address
6050 Lake Champlaim Drive, Orlando, FL 32829

Signing Officer

Name
Marcela Zia
Title
Treasurer
Phone
3215034953
Signed
2024-11-04
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Grants and similar amounts paid is composed of: 1- Cafeteria Overhaul : $9,179.98 - General renovation of the cafeteria to benefit about 700 people, including students, teachers, and others. The renovation included: all walls and trim painted by a professional, decorating the space, updating door and wall signs, replacing and refurbishing support utensils. 2-School Wide Education Support and Resources : $13,903.26 - Activities throughout the school year for the engagement of faculty, staff, and student community included: acquisition of various recreational and educational materials, funding for classroom teacher supplies, printing and distribution of mental health resource guides, distribution of gifts, acquisition of various materials and support for school clubs, and organization of Teacher and Staff Appreciation Week. These activities benefited 80 education professionals and 600 students. 3-5th Grade Celebration: $6,051.65 -Celebration event for the completion of elementary school and transition to middle school. About 150 people, including students and teachers, enjoyed decorations, food, distribution of gifts and tributes, craft activities, and outdoor activities 4- Community-Building Events and Engagement: $5,166.81 - Various events throughout the school year with the participation of students, families, teachers, and other community members. More than 1,000 people benefited from these events, which included musical performances, craft activities, outdoor activities, games, distribution of gifts, and food.

Form 990-EZ, Part I, Line 16

Form 990-EZ, Part I, Line 16 - c. Description of other expenses, in response to line 16:- The amount of $2675.55 is made up of the following expenses: AIM Insurance $442.00, Bank Services Fee $177.49, Membership Promotion $200.00, Miscellaneous $68.19, OCCPTA Dues $52.25, PTA National Dues $806.50 and PTA Training/Functions $929.12.

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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum04077653656
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Orlando
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Winnie Hoo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sharon Risley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mary Jo Tracey
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11nd VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02676
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt090
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Cafeteria Overhaul: General renovation of the cafeteria to benefit about 700 people, including students, teachers, and others. The renovation included: all walls and trim painted by a professional, decorating the space, updating door and wall signs, replacing and refurbishing support utensils.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Wide Education Support and Resources: Activities throughout the school year for the engagement of faculty, staff, and student community included: acquisition of various recreational and educational materials, funding for classroom teacher supplies, printing and distribution of mental health resource guides, distribution of gifts, acquisition of various materials and support for school clubs, and organization of Teacher and Staff Appreciation Week. These activities benefited 80 education professionals and 600 students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt25th Grade Celebration : Celebration event for the completion of elementary school and transition to middle school. About 150 people, including students and teachers, enjoyed decorations, food, distribution of gifts and tributes, craft activities, and outdoor activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Community-Building Events and Engagement: Various events throughout the school year with the participation of students, families, teachers, and other community members. More than 1,000 people benefited from these events, which included musical performances, craft activities, outdoor activities, games, distribution of gifts, and food.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt26052
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grants and similar amounts paid is composed of: 1- Cafeteria Overhaul : $9,179.98 - General renovation of the cafeteria to benefit about 700 people, including students, teachers, and others. The renovation included: all walls and trim painted by a professional, decorating the space, updating door and wall signs, replacing and refurbishing support utensils. 2-School Wide Education Support and Resources : $13,903.26 - Activities throughout the school year for the engagement of faculty, staff, and student community included: acquisition of various recreational and educational materials, funding for classroom teacher supplies, printing and distribution of mental health resource guides, distribution of gifts, acquisition of various materials and support for school clubs, and organization of Teacher and Staff Appreciation Week. These activities benefited 80 education professionals and 600 students. 3-5th Grade Celebration: $6,051.65 -Celebration event for the completion of elementary school and transition to middle school. About 150 people, including students and teachers, enjoyed decorations, food, distribution of gifts and tributes, craft activities, and outdoor activities 4- Community-Building Events and Engagement: $5,166.81 - Various events throughout the school year with the participation of students, families, teachers, and other community members. More than 1,000 people benefited from these events, which included musical performances, craft activities, outdoor activities, games, distribution of gifts, and food.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990-EZ, Part I, Line 16 - c. Description of other expenses, in response to line 16:- The amount of $2675.55 is made up of the following expenses: AIM Insurance $442.00, Bank Services Fee $177.49, Membership Promotion $200.00, Miscellaneous $68.19, OCCPTA Dues $52.25, PTA National Dues $806.50 and PTA Training/Functions $929.12.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Marcela Zia
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03215034953
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VISTA LAKES ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0861166868
ReturnHeader/Filer/PhoneNum04072074991
ReturnHeader/Filer/USAddress/AddressLine1Txt06050 Lake Champlaim Drive
ReturnHeader/Filer/USAddress/CityNm0Orlando
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032829
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-11-04T21:29:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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