Pta Miami-dade County Florida Congress

Nonprofit profile at a glance

EIN
237101302
IRS 990 coverage
2011–2024
Forms available
Form 990 2024, Form 990-EZ 2019
Location
Miami, FL, USA
Phone
3057968504
Rating
49
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$91,048
Expenses
$62,913
Assets
$330,519
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • Osmani Gonzalez (President)
  • Jacqueline Kellogg (Vice President)
  • Cynthia Klimekoski (Vice President)
  • Beverly Heller (Vice President)
  • Jacqueline Gonzalez-Cuba (Vice President)

People named in this filing

  • Osmani Gonzalez (President)
  • Aundrea Wilder (Recording Secretary)
  • Sandra West (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. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Leadership training and advocacy

What it reported doing in 2024

Train and support local pta leaders and advocate for children locally state-wide and nationally.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

MIXED - Most voting board members are independent and the filed numbers largely add up. 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: 17
  • Transparency & Controls: 63
  • Accountability: 100
  • Sustainability: 67
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 15.9%; rating input score 16
  • Program expense ratio: 23%; rating input score 23
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 70%; rating input score 70; 0th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 7 of 7 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 30.9%; rating input score 79; 79th percentile among comparable filings
  • Total-asset coverage ratio: 5.25; rating input score 50; 50th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: -2.7% per year; rating input score 0; 43rd percentile among comparable filings
  • Revenue growth: -1.1% per year; rating input score 0; 56th percentile among comparable filings
  • Asset growth: -3% per year; rating input score 0; 26th percentile among comparable filings

Details

  • Where the money goes: 15.9% of revenue deployed · 23% of spending went to programs
  • Governance: 37 of 37 board members independent · 7 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $14K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 32 of 41 current checks pass · 9 findings to review
  • Schedules: 3 filed schedules
  • Filing history: 10 filing years from 2011 to 2024
  • 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.

  • High — Financial Efficiency: Mission deployment rate scored 16/100.
  • High — Financial Efficiency: Program expense ratio scored 23/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 50/100.
  • Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Part IX Advertising column sum did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Part IX ConferencesMeetings column sum did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Part IX FeesForServicesAccounting column sum did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Part IX FeesForServicesInvstMgmntFees column sum did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Part IX InformationTechnology column sum did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Part IX Insurance column sum did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Part IX OfficeExpenses column sum did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.