Civic Intelligence

Pensacola Beach Elementary PTA

990EZ • Fiscal year 2020 • EIN 91-1959668

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 06, 2020

Organization Profilepbes.org
900 Via de Luna DrivePensacola Beach, FL 32561

(850) 932-3285

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

35th percentile

-3.2%

Higher net margin than 35% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

38th percentile

-2.1%

Faster asset growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-59%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$30,158

Down $643 (-2.1%) from 2019

Net Assets

$30,158

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Down

$25,838

Down $36,829 (-59%) from 2019

Expenses

Down

$26,654

Down $19,629 (-42%) from 2019

Net Income

Down

-$816

Down $17,200 (-105%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$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

2020

Assets$30,158
Liabilities-
Net Assets$30,158
Open 2020 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$25,838
Expenses$26,654
Net Income-$816
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 6, 2020
Return Version
2019v5.1
Gross Receipts
$46,170
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Various school programs-$22,914
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane AdkinsonTreasurerPT$0--
Morgan ChurchPresidentPT$0--
Hazel BudzowskiVice President-$0--
Deb JobeSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall FundRays$17,251$17,251$8,885$8,366
Fall Fest$12,277$12,277$3,884$8,393
Total Events$44,920$44,920$20,332$24,588
Filing and Contact Details

Filer

Filer Name
PTA Florida Congress dba Pensacola Beach Elementary PTA
EIN
91-1959668
Phone
8509323285
Address
900 Via de Luna Drive, Pensacola Beach, FL 32561

Signing Officer

Name
Jane Adkinson
Title
Treasurer
Signed
2020-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Accounting & Tax Solutions
Address
PO Box 1492, Gulf Breeze, FL 32562
Preparer
Sarah L Dixon
Phone
8502923153
Supplemental Narrative

Additional Explanations

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

“Supplies 333”

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

“Bank Charges Fees 896”

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

“Insurance 400”

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

“PTA State/National Dues 308”

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

“Various school programs 22,915”

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

“Accounting 965”

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

“PTA various programs 837”

Form 990-EZ, Part I, Line 20, Net Assets

“Correction to Beginning Balance 173”

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

“Primary Exempt Purpose 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, provding special recognition in awards ceremonies or through other activities, organizing parent education events, planning teacher appreciation activites and much more. Although fundraising is also our function it is not our primary.”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jane Adkinson
IRS990EZ/BooksInCareOfDetail/PhoneNum08503847128
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0900 Via De Luma Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pensacola Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032561
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030801
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030158
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-816
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030801
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030158
IRS990EZ/FundraisingGrossIncomeAmt044920
IRS990EZ/GrossReceiptsAmt046170
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01250
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030801
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030158
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030801
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030158
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jane Adkinson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Morgan Church
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Hazel Budzowski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Deb Jobe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0173
IRS990EZ/OtherExpensesTotalAmt026654
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Various school programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022914
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020332
IRS990EZ/SpecialEventsNetIncomeLossAmt024588
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt026654
IRS990EZ/TotalProgramServiceExpensesAmt022914
IRS990EZ/TotalRevenueAmt025838
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0pbes.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02390
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01222
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07588
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt07588
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02285
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02390
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0441
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01222
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07588
IRS990ScheduleA/TotalSupportAmt07588
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020332
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall FundRays
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Fest
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt05270
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017251
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015392
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044920
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017251
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt015392
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044920
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024588
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02293
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015062
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08885
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03884
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0FL
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Charges Fees 896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA State/National Dues 308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Various school programs 22,915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounting 965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTA various programs 837
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Correction to Beginning Balance 173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Primary Exempt Purpose 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, provding special recognition in awards ceremonies or through other activities, organizing parent education events, planning teacher appreciation activites and much more. Although fundraising is also our function it is not 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 I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part III, Section 1, Line 1
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jane Adkinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Florida Congress dba Pensacola Beach Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0911959668
ReturnHeader/Filer/PhoneNum08509323285
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 Via de Luna Drive
ReturnHeader/Filer/USAddress/CityNm0Pensacola Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032561
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId006DA01D1E9BD512BDA10F19830C4B16E99808D2B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId006DA01D1E9BD512BDA10F19830C4B16E99808D2B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.176.21.26
ReturnHeader/FilingSecurityInformation/IPDt02020-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:47:13
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accounting & Tax Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1492
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gulf Breeze
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032562
ReturnHeader/PreparerPersonGrp/PhoneNum08502923153
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sarah L Dixon
ReturnHeader/ReturnTs02020-11-06T10:47:55-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,158
Liabilities
-
Net assets
$30,158
Revenue
$25,838
Expenses
$26,654
Net income
-$816
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
2020Detailed filing. Detailed filing data is available for this year.$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