Civic Intelligence

Blue Lake Elementary School PTA

990EZ • Fiscal year 2024 • EIN 88-3911231

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

799 Banyan TrailBoca Raton, FL 33431

(954) 410-2249

Siviq Scores

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

Liabilities / Assets

79th percentile

0.10x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

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

Net Margin

73rd percentile

19%

Higher net margin than 73% 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

87th percentile

58%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

82nd percentile

46%

Faster revenue growth than 82% of similar nonprofits.

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

Assets

Up

$64,360

Up $23,735 (+58%) from 2023

Net Assets

Up

$58,065

Up $17,440 (+43%) from 2023

Liabilities

Up

$6,295

Up $6,295 from 2023

Revenue

Up

$92,586

Up $29,095 (+46%) from 2023

Expenses

Up

$75,146

Up $52,280 (+229%) from 2023

Net Income

Down

$17,440

Down $23,185 (-57%) from 2023

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2023: $40,625Liabilities 2023: $0Net Assets 2023: $40,6252023Assets 2024: $64,360Liabilities 2024: $6,295Net Assets 2024: $58,0652024Assets 2025: $76,537Liabilities 2025: $26,655Net Assets 2025: $49,8822025

Highlighted filing

2024

Assets$64,360
Liabilities$6,295
Net Assets$58,065

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2023: $63,491Expenses 2023: $22,866Net Income 2023: $40,6252023Revenue 2024: $92,586Expenses 2024: $75,146Net Income 2024: $17,4402024Revenue 2025: $108,341Expenses 2025: $113,205Net Income 2025: -$4,8642025

Highlighted filing

2024

Revenue$92,586
Expenses$75,146
Net Income$17,440
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 30, 2024
Return Version
2023v6.0
Gross Receipts
$136,136
Mission and Program Overview

Mission

The purpose which the blue lake elementary school pta operates is: 1. To promote the welfare of children and youth in home, school, places of workshop and through the community; 2. To raise the standards of home life; 3. To advocate for laws that further the education, physical and mental health, welfare and safety of children and youth; 4. To promote the collaboration and engagement of families and educators in the education of children and youth; 5. To engage the public in united efforts to secure the physcial, mental, emotional, spiritual and social well-being of all children and youth; and 6. To advocate for fiscal responsivility regarding public tax dollars in public education funding the purposes of the pta are promoted through advocacy and education in collaboration with parents, families, teachers, educators, students and the public; developed through conferences, committess, projects and programs.

Program Services

DescriptionGrantsExpenses
STUDENT PROGRAMS TO REWARD EXCELLENCE AND ENHANCE EDUCATION-$45,306
HOLDING EVENTS FOR THE EDUCATION AND ENJOYMENT OF STUDENTS-$12,850
STAFF APPRECIATION & SCHOOL IMPROVEMENT-$7,653
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA MIZRAHISecretary-$0--
BRETT YONONTreasurerPT$0--
THERESA SHANMUGAMPresident-$0--
JACQUELINE BARASSOVP Of Member-$0--
CAMILLA ANDERSONGeneral VP-$0--
SIMONE RAHAMANVP Of Progra-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundrais$13,849$13,849$899$12,950
Carnival$12,133$12,133$134$11,999
Total Events$44,187$44,187$17,469$26,718
Filing and Contact Details

Filer

Filer Name
Blue Lake Elementary School Pta
EIN
88-3911231
Phone
9544102249
Address
799 BANYAN TRAIL, BOCA RATON, FL 33431

Signing Officer

Name
Brett Yonon
Title
Treasurer
Phone
5613222420
Signed
2024-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Witcher & Stewart Pa
Address
1881 N UNIVERSITY DR STE 106, CORAL SPRINGS, FL 33071
Preparer
Christina W Stewart
Phone
9542714470
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 1,046 insurance 604 supplies 1,200 membership drive 130 state & national dues 2,404 county council dues 105 miscellaneous expenses 230 membership dues 6 credit card processing fe 2,642 administrative expenses 970 spring dance 1,816 family and community even 2,597 5th grade celebration 4,011 donut with grownups 843 movie nights with boys 3,583 gator store 3,662 curb smart tags 2,200 student assistance 91 sunshine fund 9,401 educational resources fun 29,952 teacher monthly breakfast 6,587 teacher's back to school 630 volunteer appreciation 436 total 75,146

Form 990-ez, Part II, Line 26

24-25 community parnters 0 5,745 donations 24-25 0 115 membership donations 24-25 0 30 membership dues 24-25 0 405

Form 990-ez, Part III

The purpose which the blue lake elementary school pta operates is: 1. To promote the welfare of children and youth in home, school, places of workshop and through the community; 2. To raise the standards of home life; 3. To advocate for laws that further the education, physical and mental health, welfare and safety of children and youth; 4. To promote the collaboration and engagement of families and educators in the education of children and youth; 5. To engage the public in united efforts to secure the physcial, mental, emotional, spiritual and social well-being of all children and youth; and 6. To advocate for fiscal responsivility regarding public tax dollars in public education funding the purposes of the pta are promoted through advocacy and education in collaboration with parents, families, teachers, educators, students and the public; developed through conferences, committess, projects and programs.

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IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE WHICH THE BLUE LAKE ELEMENTARY SCHOOL PTA OPERATES IS: 1. TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, PLACES OF WORKSHOP AND THROUGH THE COMMUNITY; 2. TO RAISE THE STANDARDS OF HOME LIFE; 3. TO ADVOCATE FOR LAWS THAT FURTHER THE EDUCATION, PHYSICAL AND MENTAL HEALTH, WELFARE AND SAFETY OF CHILDREN AND YOUTH; 4. TO PROMOTE THE COLLABORATION AND ENGAGEMENT OF FAMILIES AND EDUCATORS IN THE EDUCATION OF CHILDREN AND YOUTH; 5. TO ENGAGE THE PUBLIC IN UNITED EFFORTS TO SECURE THE PHYSCIAL, MENTAL, EMOTIONAL, SPIRITUAL AND SOCIAL WELL-BEING OF ALL CHILDREN AND YOUTH; AND 6. TO ADVOCATE FOR FISCAL RESPONSIVILITY REGARDING PUBLIC TAX DOLLARS IN PUBLIC EDUCATION FUNDING THE PURPOSES OF THE PTA ARE PROMOTED THROUGH ADVOCACY AND EDUCATION IN COLLABORATION WITH PARENTS, FAMILIES, TEACHERS, EDUCATORS, STUDENTS AND THE PUBLIC; DEVELOPED THROUGH CONFERENCES, COMMITTESS, PROJECTS AND PROGRAMS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 1,046 INSURANCE 604 SUPPLIES 1,200 MEMBERSHIP DRIVE 130 STATE & NATIONAL DUES 2,404 COUNTY COUNCIL DUES 105 MISCELLANEOUS EXPENSES 230 MEMBERSHIP DUES 6 CREDIT CARD PROCESSING FE 2,642 ADMINISTRATIVE EXPENSES 970 SPRING DANCE 1,816 FAMILY AND COMMUNITY EVEN 2,597 5TH GRADE CELEBRATION 4,011 DONUT WITH GROWNUPS 843 MOVIE NIGHTS WITH BOYS 3,583 GATOR STORE 3,662 CURB SMART TAGS 2,200 STUDENT ASSISTANCE 91 SUNSHINE FUND 9,401 EDUCATIONAL RESOURCES FUN 29,952 TEACHER MONTHLY BREAKFAST 6,587 TEACHER'S BACK TO SCHOOL 630 VOLUNTEER APPRECIATION 436 TOTAL 75,146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt124-25 COMMUNITY PARNTERS 0 5,745 DONATIONS 24-25 0 115 MEMBERSHIP DONATIONS 24-25 0 30 MEMBERSHIP DUES 24-25 0 405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSE WHICH THE BLUE LAKE ELEMENTARY SCHOOL PTA OPERATES IS: 1. TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, PLACES OF WORKSHOP AND THROUGH THE COMMUNITY; 2. TO RAISE THE STANDARDS OF HOME LIFE; 3. TO ADVOCATE FOR LAWS THAT FURTHER THE EDUCATION, PHYSICAL AND MENTAL HEALTH, WELFARE AND SAFETY OF CHILDREN AND YOUTH; 4. TO PROMOTE THE COLLABORATION AND ENGAGEMENT OF FAMILIES AND EDUCATORS IN THE EDUCATION OF CHILDREN AND YOUTH; 5. TO ENGAGE THE PUBLIC IN UNITED EFFORTS TO SECURE THE PHYSCIAL, MENTAL, EMOTIONAL, SPIRITUAL AND SOCIAL WELL-BEING OF ALL CHILDREN AND YOUTH; AND 6. TO ADVOCATE FOR FISCAL RESPONSIVILITY REGARDING PUBLIC TAX DOLLARS IN PUBLIC EDUCATION FUNDING THE PURPOSES OF THE PTA ARE PROMOTED THROUGH ADVOCACY AND EDUCATION IN COLLABORATION WITH PARENTS, FAMILIES, TEACHERS, EDUCATORS, STUDENTS AND THE PUBLIC; DEVELOPED THROUGH CONFERENCES, COMMITTESS, PROJECTS AND PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum05613222420
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-30
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ReturnHeader/Filer/EIN0883911231
ReturnHeader/Filer/PhoneNum09544102249
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01881 N UNIVERSITY DR STE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORAL SPRINGS
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINA W STEWART
ReturnHeader/ReturnTs02025-05-15T08:25:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits