Civic Intelligence

PTA Florida Congress-Citrus Grove Elementary

990EZ • Fiscal year 2021 • EIN 90-0405686

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 19, 2021

Organization ProfileN/A
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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

88th percentile

54%

Higher net margin than 88% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

65th percentile

19%

Faster asset growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

40th percentile

-7.3%

Faster revenue growth than 40% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$71,986

Up $11,479 (+19%) from 2020

Net Assets

Up

$71,986

Up $11,479 (+19%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Down

$48,051

Down $3,798 (-7.3%) from 2020

Expenses

Down

$21,896

Down $37,575 (-63%) from 2020

Net Income

Up

$26,155

Up $33,777 (+443%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

2021

Assets$71,986
Liabilities-
Net Assets$71,986
Open 2021 Filing

Operations Trend

Revenue Growth40th percentile

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

2021

Revenue$48,051
Expenses$21,896
Net Income$26,155
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 19, 2021
Return Version
2020v4.0
Gross Receipts
$48,051
Mission and Program Overview

Mission

To promote parent teacher support of the school.

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL PROGRAMS, ADDITIONAL SERVICES AND SUPPORT TO INSTRUCTORS AND STUDENTS.-$17,951
PROVIDE FUNDS TO PURCHASE BOOKS AND RELATED MEDIA CENTER ITEMS.-$3,945
PROVIDED FUNDS FOR OUTDOOR CLASSROOM STRUCTURES.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KERRY MATTHEWSVP - Ways &-$0--
LYNN STENGELVP - Comm/Me-$0--
GINA AXTELPresident-$0--
AMY KANTORWITZVP - Marketi-$0--
MICHELLE RUSSELLTreasurer-$0--
TODD MORROWPrincipal-$0--
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
Gina Axtel
Title
President
Phone
7728128786
Signed
2021-10-19
Discuss with paid preparer
Yes

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 promotion expense 417 office supplies 933 bank fees 30 hospitality 2,883 fundraiser expense 49 pta membership 203 5th grade 1,839 curriculum enrichment 3,945 scholastic expense 10,783 total 21,082”

Form 990-ez, Part I, Line 20

“Book / tax depreciation difference -14,675”

Form 990-ez, Part II, Line 24

“78,431 78,431 less accumulated depreciation 44,029 58,705 total 34,402 19,726”

Raw XML Appendix160 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0KERRY MATTHEWS
CompensationExplanation/CompensationExplanationGrp/PersonNm1LYNN STENGEL
CompensationExplanation/CompensationExplanationGrp/PersonNm2GINA AXTEL
CompensationExplanation/CompensationExplanationGrp/PersonNm3AMY KANTORWITZ
CompensationExplanation/CompensationExplanationGrp/PersonNm4MICHELLE RUSSELL
CompensationExplanation/CompensationExplanationGrp/PersonNm5TODD MORROW
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHELLE RUSSELL
IRS990EZ/BooksInCareOfDetail/PhoneNum07728128786
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02527 CITRUS BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALM CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034990
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026104
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052260
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt036304
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026155
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0814
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060506
IRS990EZ/Form990TotalAssetsGrp/EOYAmt071986
IRS990EZ/GrossReceiptsAmt048051
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060506
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071986
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060506
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071986
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KERRY MATTHEWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LYNN STENGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GINA AXTEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY KANTORWITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TODD MORROW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP - WAYS &
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP - COMM/ME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP - MARKETI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRINCIPAL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt034402
IRS990EZ/OtherAssetsTotalDetail/EOYAmt019726
IRS990EZ/OtherChangesInNetAssetsAmt0-14675
IRS990EZ/OtherExpensesTotalAmt021082
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE PARENT TEACHER SUPPORT OF THE SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt011747
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/ProgramServiceExpensesAmt017951
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13945
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021896
IRS990EZ/TotalProgramServiceExpensesAmt021896
IRS990EZ/TotalRevenueAmt048051
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036304
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05768
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02137
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt047757
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011747
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt046081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0131258
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0134672
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt079587
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0403345
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0451102
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048051
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051849
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0132211
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0136809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082182
IRS990ScheduleA/Total509Grp/TotalAmt0451102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt048051
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051849
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0132211
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0136809
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt082182
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0451102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROMOTION EXPENSE 417 OFFICE SUPPLIES 933 BANK FEES 30 HOSPITALITY 2,883 FUNDRAISER EXPENSE 49 PTA MEMBERSHIP 203 5TH GRADE 1,839 CURRICULUM ENRICHMENT 3,945 SCHOLASTIC EXPENSE 10,783 TOTAL 21,082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOK / TAX DEPRECIATION DIFFERENCE -14,675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt278,431 78,431 LESS ACCUMULATED DEPRECIATION 44,029 58,705 TOTAL 34,402 19,726
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GINA AXTEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07728128786
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-19
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/PreparationDt02021-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA K SIMS
ReturnHeader/ReturnTs02021-10-20T14:01:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AXTEL
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,986
Liabilities
-
Net assets
$71,986
Revenue
$48,051
Expenses
$21,896
Net income
$26,155
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