Civic Intelligence

PTA Florida Congress-Citrus Grove Elementary

990EZ • Fiscal year 2016 • EIN 90-0405686

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 05, 2016

2527 Citrus BoulevardPalm City, FL 34990

(772) 812-8786

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

92nd percentile

49%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

92nd percentile

106%

Faster asset growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-51%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$41,633

Up $21,381 (+106%) from 2015

Net Assets

Up

$41,633

Up $21,381 (+106%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$43,352

Down $45,087 (-51%) from 2015

Expenses

Down

$22,029

Down $61,430 (-74%) from 2015

Net Income

Up

$21,323

Up $16,343 (+328%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $4,660Liabilities 2011: $02011Assets 2012: $15,058Liabilities 2012: $02012Assets 2013: $15,565Liabilities 2013: $02013Assets 2014: $15,272Liabilities 2014: $02014Assets 2015: $20,252Net Assets 2015: $20,2522015Assets 2016: $41,633Net Assets 2016: $41,6332016Assets 2017: $46,615Net Assets 2017: $46,6152017Assets 2018: $87,325Net Assets 2018: $87,3252018Assets 2019: $68,129Net Assets 2019: $68,1292019Assets 2020: $60,507Net Assets 2020: $60,5072020Assets 2021: $71,986Net Assets 2021: $71,9862021Assets 2022: $60,632Net Assets 2022: $60,6322022Assets 2023: $67,476Net Assets 2023: $67,4762023Assets 2024: $29,502Net Assets 2024: $29,5022024Assets 2025: $29,606Net Assets 2025: $29,6062025

Highlighted filing

2016

Assets$41,633
Liabilities-
Net Assets$41,633

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $32,590Expenses 2011: $30,774Net Income 2011: $1,8162011Revenue 2012: $47,929Expenses 2012: $37,531Net Income 2012: $10,3982012Revenue 2013: $38,769Expenses 2013: $38,262Net Income 2013: $5072013Revenue 2014: $32,416Expenses 2014: $32,709Net Income 2014: -$2932014Revenue 2015: $88,439Expenses 2015: $83,459Net Income 2015: $4,9802015Revenue 2016: $43,352Expenses 2016: $22,029Net Income 2016: $21,3232016Revenue 2017: $38,324Expenses 2017: $33,342Net Income 2017: $4,9822017Revenue 2018: $136,809Expenses 2018: $96,141Net Income 2018: $40,6682018Revenue 2019: $132,211Expenses 2019: $151,372Net Income 2019: -$19,1612019Revenue 2020: $51,849Expenses 2020: $59,471Net Income 2020: -$7,6222020Revenue 2021: $48,051Expenses 2021: $21,896Net Income 2021: $26,1552021Revenue 2022: $45,588Expenses 2022: $55,318Net Income 2022: -$9,7302022Revenue 2023: $83,002Expenses 2023: $76,158Net Income 2023: $6,8442023Revenue 2024: $26,736Expenses 2024: $64,710Net Income 2024: -$37,9742024Revenue 2025: $46,733Expenses 2025: $46,629Net Income 2025: $1042025

Highlighted filing

2016

Revenue$43,352
Expenses$22,029
Net Income$21,323
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 5, 2016
Return Version
2015v2.1
Gross Receipts
$100,544
Mission and Program Overview

Mission

To promote parent teacher support of the school.

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS TO PURCHASE BOOKS AND RELATED MEDIA CENTER ITEMS.-$17,436
PROVIDE EDUCATIONAL PROGRAMS, ADDITIONAL SERVICES AND SUPPORT TO INSTRUCTORS AND STUDENTS.-$4,373
PROVIDED FUNDS FOR OUTDOOR CLASSROOM STRUCTURES.-$220
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAAREN WEIGERPresidentPT$0--
EVEY BASSIONVP-MembershiPT$0--
SHANNON HERTVP-MembershiPT$0--
JENNIFER HEARNVP-Ways AndPT$0--
KRISTEN GILROYVP-ProgramsPT$0--
KIMBERLY ARDALANTreasurerPT$0--
VIRGINIA COLEMANRecording SePT$0--
MARY TRAPANICorrespondinPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$46,243$46,243$24,945$21,298
Grove Fest$20,594$20,594$10,683$9,911
Total Events$78,952$78,952$44,051$34,901
Filing and Contact Details

Filer

Filer Name
Citrus Grove Elementary Pta
EIN
90-0405686
Phone
7728128786
Address
2527 CITRUS BOULEVARD, PALM CITY, FL 34990

Signing Officer

Name
Kimberly Ardalan
Title
Treasurer
Phone
7728128786
Signed
2016-11-05

Preparer

Firm
Sims Munson CPA Pllc
Address
319 N PARROTT AVE, OKEECHOBEE, FL 34972-2917
Preparer
Laura K Sims
Phone
8634673000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses holiday parade float expense 306 hospitality 1,253 bank fees 55 office supplies 41 insurance 315 birthday board 145 curriculum enrichment 12,368 high tough high tech 3,400 related arts enrichment 1,038 cge appreciation gifts 140 curriculum nights 623 promotion ceremony 994 field trip assistance 220 pta membership 630 box top expense 51 total 21,579

Raw XML Appendix175 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/PhoneNum07725294320
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALM CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034990
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020310
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041633
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IRS990EZ/GrossSalesOfInventoryAmt017849
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt0270
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
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/PersonNm0CAAREN WEIGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EVEY BASSION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANNON HERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER HEARN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRISTEN GILROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KIMBERLY ARDALAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6VIRGINIA COLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARY TRAPANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP-MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP-MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP-WAYS AND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP-PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CORRESPONDIN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021579
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE PARENT TEACHER SUPPORT OF THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL PROGRAMS, ADDITIONAL SERVICES AND SUPPORT TO INSTRUCTORS AND STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE FUNDS TO PURCHASE BOOKS AND RELATED MEDIA CENTER ITEMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED FUNDS FOR OUTDOOR CLASSROOM STRUCTURES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04373
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt117436
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2220
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt044051
IRS990EZ/SpecialEventsNetIncomeLossAmt035031
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022029
IRS990EZ/TotalProgramServiceExpensesAmt022029
IRS990EZ/TotalRevenueAmt043352
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03343
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt097201
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt086589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt021417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt062287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt040140
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0307634
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0320139
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0100544
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt088439
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt023617
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064354
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043185
IRS990ScheduleA/Total509Grp/TotalAmt0320139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0100544
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt088439
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt023617
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt064354
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043185
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0320139
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044051
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GROVE FEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046243
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012115
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt078952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046243
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012115
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt078952
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034901
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08423
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044051
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024945
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010683
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES HOLIDAY PARADE FLOAT EXPENSE 306 HOSPITALITY 1,253 BANK FEES 55 OFFICE SUPPLIES 41 INSURANCE 315 BIRTHDAY BOARD 145 CURRICULUM ENRICHMENT 12,368 HIGH TOUGH HIGH TECH 3,400 RELATED ARTS ENRICHMENT 1,038 CGE APPRECIATION GIFTS 140 CURRICULUM NIGHTS 623 PROMOTION CEREMONY 994 FIELD TRIP ASSISTANCE 220 PTA MEMBERSHIP 630 BOX TOP EXPENSE 51 TOTAL 21,579
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY ARDALAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07728128786
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CITRUS GROVE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0CITR
ReturnHeader/Filer/EIN0900405686
ReturnHeader/Filer/PhoneNum07728128786
ReturnHeader/Filer/USAddress/AddressLine1Txt02527 CITRUS BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0PALM CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034990
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464296668
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMS MUNSON CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0319 N PARROTT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKEECHOBEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0349722917
ReturnHeader/PreparerPersonGrp/PhoneNum08634673000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA K SIMS
ReturnHeader/ReturnTs02016-11-11T12:58:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.47$0.47$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.27$0.65$0.38
2023Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.83$0.76$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.46$0.55$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.48$0.22$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.52$0.59$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.68$1.32$1.51$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.87$1.37$0.96$0.41
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.38$0.33$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.43$0.22$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.88$0.83$0.05
2014Summary only. Only limited summary data is available for this year.$0.15$0.00$0.32$0.33$0.00
2013Summary only. Only limited summary data is available for this year.$0.16$0.00$0.39$0.38$0.01
2012Summary only. Only limited summary data is available for this year.$0.15$0.00$0.48$0.38$0.10
2011Summary only. Only limited summary data is available for this year.$0.05$0.00$0.33$0.31$0.02