Civic Intelligence

Pensacola Beach Elementary PTA

EIN 91-1959668 • 501(c)3 • Gulf Breeze, FL

900 Via De Luna DriveGulf Breeze, FL 32561

pbes.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

14th percentile

-50%

Higher net margin than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

26th percentile

-31%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

63rd percentile

9.3%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$61,752

Down $28,218 (-31%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$61,752

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Up

$56,774

Up $4,848 (+9.3%) from 2024

Expenses

Up

$84,992

Up $39,633 (+87%) from 2024

Net Income

Down

-$28,218

Down $34,785 (-530%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $358Liabilities 2011: $02011Assets 2012: $13,352Liabilities 2012: $02012Assets 2016: $14,138Liabilities 2016: $02016Assets 2017: $5,911Liabilities 2017: $02017Assets 2018: $14,417Liabilities 2018: $02018Assets 2019: $30,801Liabilities 2019: $02019Assets 2020: $30,158Net Assets 2020: $30,1582020Assets 2021: $15,234Net Assets 2021: $15,2342021Assets 2022: $59,274Net Assets 2022: $59,2742022Assets 2023: $83,403Liabilities 2023: $02023Assets 2024: $89,970Liabilities 2024: $02024Assets 2025: $61,752Net Assets 2025: $61,7522025

Highlighted filing

2025

Assets$61,752
Liabilities-
Net Assets$61,752
Open 2025 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $12,453Expenses 2011: $25,268Net Income 2011: -$12,8152011Revenue 2012: $21,310Expenses 2012: $8,065Net Income 2012: $13,2452012Revenue 2016: $41,906Expenses 2016: $41,525Net Income 2016: $3812016Revenue 2017: $36,423Expenses 2017: $47,677Net Income 2017: -$11,2542017Revenue 2018: $45,138Expenses 2018: $36,632Net Income 2018: $8,5062018Revenue 2019: $62,667Expenses 2019: $46,283Net Income 2019: $16,3842019Revenue 2020: $25,838Expenses 2020: $26,654Net Income 2020: -$8162020Revenue 2021: $41,299Expenses 2021: $56,223Net Income 2021: -$14,9242021Revenue 2022: $61,465Expenses 2022: $17,425Net Income 2022: $44,0402022Revenue 2023: $59,941Expenses 2023: $35,812Net Income 2023: $24,1292023Revenue 2024: $51,926Expenses 2024: $45,359Net Income 2024: $6,5672024Revenue 2025: $56,774Expenses 2025: $84,992Net Income 2025: -$28,2182025

Highlighted filing

2025

Revenue$56,774
Expenses$84,992
Net Income-$28,218
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,752
Liabilities
-
Net assets
$61,752
Revenue
$56,774
Expenses
$84,992
Net income
-$28,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$61.8$61.8$56.8$85.0$28.2
2024Summary only. Only limited summary data is available for this year.$90.0$0.00$51.9$45.4$6.57
2023Summary only. Only limited summary data is available for this year.$83.4$0.00$59.9$35.8$24.1
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.3$59.3$61.5$17.4$44.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$15.2$41.3$56.2$14.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.2$30.2$25.8$26.7$0.82
2019Summary only. Only limited summary data is available for this year.$30.8$0.00$62.7$46.3$16.4
2018Summary only. Only limited summary data is available for this year.$14.4$0.00$45.1$36.6$8.51
2017Summary only. Only limited summary data is available for this year.$5.91$0.00$36.4$47.7$11.3
2016Summary only. Only limited summary data is available for this year.$14.1$0.00$41.9$41.5$0.38
2012Summary only. Only limited summary data is available for this year.$13.4$0.00$21.3$8.07$13.2
2011Summary only. Only limited summary data is available for this year.$0.36$0.00$12.5$25.3$12.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 24, 2026
Return Version
2024v5.2
Gross Receipts
$105,748
Mission and Program Overview

Mission

The major role of Pensacola Beach Elementary School-PTA is to build strong working relationship among parents, teacher, and schools, in support of students. Our function includes recruiting and coordinating volunteers

See Schedule O

Program Services

DescriptionGrantsExpenses
Various School Programs-$82,386
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah Y CordlePresidentPT$0--
Brandice PelfreyTreasurerPT$0--
Erin SaxtonSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chick-fil-A$26,515$26,515-$26,515
Fall FundRays$15,938$15,938$7,631$8,307
Total Events$83,973$83,973$48,974$34,999
Filing and Contact Details

Filer

Filer Name
Pensacola Beach Elementary PTA
EIN
91-1959668
Phone
5046358131
Address
900 Via De Luna Drive, Gulf Breeze, FL 32561

Signing Officer

Name
Brandice Pelfrey
Title
Treasurer
Phone
5046358131
Signed
2026-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Accounting & Tax Solutions
Address
1333 College Pkwy 163, Gulf Breeze, FL 32563
Preparer
Sarah L Dixon
Phone
8502923153
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 361”

Form 990-EZ, Part I, Line 16, Other Expenses

“Adminstrative Expenses 1,797”

Form 990-EZ, Part I, Line 16, Other Expenses

“Various School Programs 82,387”

Form 990-EZ, Part I, Line 16, Other Expenses

“PTA Membership Dues 447”

Form 990-EZ, Part III, Section 1, Line 1

“The major role of Pensacola Beach Elementary School-PTA is to build strong working relationship among parents,teachers and schools, in support of students. Our function includes recruiting and coordinating volunteers, providing special recognition in awards ceremonies or through other activities, organzing parent education events, planning teacher appreciation activities and much more. Although fundraising is also our function it is our primary.”

Raw XML Appendix177 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/PhoneNum08504807332
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pensacola Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032561
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt089970
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061752
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IRS990EZ/ContributionsGiftsGrantsEtcAmt021775
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-28218
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089970
IRS990EZ/Form990TotalAssetsGrp/EOYAmt061752
IRS990EZ/FundraisingGrossIncomeAmt083973
IRS990EZ/GrossReceiptsAmt0105748
IRS990EZ/GroupExemptionNum02149
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt089970
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061752
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt089970
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061752
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sarah Y Cordle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brandice Pelfrey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Erin Saxton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt084992
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Various School Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt082386
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt048974
IRS990EZ/SpecialEventsNetIncomeLossAmt034999
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt084992
IRS990EZ/TotalProgramServiceExpensesAmt082386
IRS990EZ/TotalRevenueAmt056774
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0pbes.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016671
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04619
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt062657
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt083973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt084180
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt088741
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0100011
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt055617
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0412522
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0475179
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105748
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt098407
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0105412
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105376
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060236
IRS990ScheduleA/Total509Grp/TotalAmt0475179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0105748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt098407
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0105412
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0105376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060236
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0475179
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt048974
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Chick-fil-A
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall FundRays
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt017641
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt06672
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt024313
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015938
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt041520
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026515
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt041520
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034999
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt017030
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07631
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance 361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Adminstrative Expenses 1,797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Various School Programs 82,387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA Membership Dues 447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The major role of Pensacola Beach Elementary School-PTA is to build strong working relationship among parents,teachers and schools, in support of students. Our function includes recruiting and coordinating volunteers, providing special recognition in awards ceremonies or through other activities, organzing parent education events, planning teacher appreciation activities and much more. Although fundraising is also our function it is our primary.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part III, Section 1, Line 1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brandice Pelfrey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05046358131
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pensacola Beach Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PENS
ReturnHeader/Filer/EIN0911959668
ReturnHeader/Filer/PhoneNum05046358131
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 Via De Luna Drive
ReturnHeader/Filer/USAddress/CityNm0Gulf Breeze
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032561
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260256569
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accounting & Tax Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01333 College Pkwy 163
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gulf Breeze
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032563
ReturnHeader/PreparerPersonGrp/PhoneNum08502923153
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sarah L Dixon
ReturnHeader/ReturnTs02026-02-24T12:13:56-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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