PTA Florida CONGRESS - Ozona Elementary PTA
Nonprofit profile at a glance
- EIN
- 237109313
- IRS 990-EZ coverage
- 2010–2025
- Forms available
- Form 990-EZ 2025
- Location
- Palm Harbor, FL, USA
- Rating
- 55
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $64,869
- Expenses
- $90,832
- Assets
- $24,872
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- Allison Berry (President)
- Juliana Barker (Vice President)
People named in this filing
- Allison Berry (President)
- Juliana Barker (Vice President)
- Jessica Milbrand (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Support and enrichment of Ozona Elementary School - also see Schedule O
What it reported doing in 2025
Fall Fundraiser - Field events games snack and meals for 700+ students and their families. Allows building of community and social development for the whole school. 2 events - one in fall and one in winter.
Operating model
- Revenue model
- Other-operating. 71% of the money available for current operations came from other operating revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 37
- Transparency & Controls: 82
- Sustainability: 20
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 41.4%; rating input score 41
- Program expense ratio: 29.6%; rating input score 30
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -40%; rating input score 14; 14th percentile among comparable filings
- Total-asset coverage ratio: 0.27; rating input score 22; 22nd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -0.4% per year; rating input score 0; 46th percentile among comparable filings
- Revenue growth: 9.2% per year; rating input score 100; 79th percentile among comparable filings
- Asset growth: 14.2% per year; rating input score 100; 78th percentile among comparable filings
Details
- Where the money goes: 41.4% of revenue deployed · 29.6% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $27K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Filing history: 15 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 41/100.
- Moderate — Financial Efficiency: Program expense ratio scored 30/100.
- High — Sustainability: Operating margin scored 14/100.
- High — Growth: Program expense growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 22/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.