Civic Intelligence

Pensacola Beach Elementary PTA

990EZ • Fiscal year 2021 • EIN 91-1959668

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 14, 2021

900 Via 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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

14th percentile

-36%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

77th percentile

$5

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

8th percentile

-49%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

78th percentile

60%

Faster revenue growth than 78% of similar nonprofits.

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

Assets

Down

$15,234

Down $14,924 (-49%) from 2020

Net Assets

Down

$15,234

Down $14,924 (-49%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$41,299

Up $15,461 (+60%) from 2020

Expenses

Up

$56,223

Up $29,569 (+111%) from 2020

Net Income

Down

-$14,924

Down $14,108 (-1729%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$15,234
Liabilities-
Net Assets$15,234

Operations Trend

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

2021

Revenue$41,299
Expenses$56,223
Net Income-$14,924
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 14, 2021
Return Version
2020v4.1
Gross Receipts
$60,236
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

Program Services

DescriptionGrantsExpenses
Various school programs-$56,223
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane AdkinsonTreasurerPT$5-$5
LeAnna CampbellPresidentPT$0--
Heather ShearerVice President-$0--
MaryAnn StreamsCo-Secretary-$0--
Shara JenkinsCo-Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sandpiper$19,511$19,511$2,007$17,504
Pizza$14,621$14,621$7,702$6,919
Total Events$55,617$55,617$18,937$36,680
Filing and Contact Details

Filer

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

Signing Officer

Name
Jane Adkinson
Title
Jane Adkinson
Phone
8503847128
Signed
2021-11-14
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-EZ Part III, Sec 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, provding special recognition in awards ceremonies or through other activities, organizing parent education events, planning teacher appreciation activities and much more. Although fundraising is also our function it is not our primary

Form 990 EZ Part III, Sec 1, Line 1

parents, teachers and school, in support of students. Our function includes recrutiting and coordinating

Form 990EZ Part III, Sec 1, Line1

volunteers, provding special recongnition in awards ceremonies or through other activites,

Form 990EZ Part III, Sec 1, Line1

organizing parent education events, planning teacher appreciation activies and much more

Form 990 EZ Part III, Sec 1, Line 1

Although fundraising is also our function it is not our primary

Form 990 EZ Part I Line 16 Other Expenses

Various school programs $55823.00

Raw XML Appendix224 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-Secretary
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055823
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Various school programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056223
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 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, provding special recognition in awards ceremonies or through other activities, organizing parent education events, planning teacher appreciation activities and much more. Although fundraising is also our function it is not our primary
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1parents, teachers and school, in support of students. Our function includes recrutiting and coordinating
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2volunteers, provding special recongnition in awards ceremonies or through other activites,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3organizing parent education events, planning teacher appreciation activies and much more
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Although fundraising is also our function it is not our primary
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Various school programs $55823.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ Part III, Sec 1 Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 EZ Part III, Sec 1, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ Part III, Sec 1, Line1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ Part III, Sec 1, Line1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 EZ Part III, Sec 1, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990 EZ Part I Line 16 Other Expenses
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jane Adkinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Jane Adkinson
ReturnHeader/BusinessOfficerGrp/PhoneNum08503847128
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Florida Congress
ReturnHeader/Filer/BusinessNameControlTxt0PTA
ReturnHeader/Filer/EIN0911959668
ReturnHeader/Filer/PhoneNum08509323285
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 Via Luna Drive
ReturnHeader/Filer/USAddress/CityNm0Pensacola Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032561
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260256569
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/PreparerPersonNm0Sarah Dixon
ReturnHeader/ReturnTs02021-11-15T10:21:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jane Adkinson
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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