Nonprofit · EIN 23-7103732
PTA FLORIDA CONGRESS
Also known as LORETTO ELEMENTARY SCHOOL PTA
Tax-exempt · JACKSONVILLE, FL 32223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $27,525 | $51,425 | -$23,900 | $57,902 | – | $28,597 |
| June 30, 2024 | 990-EZ | $116,670 | $35,989 | $80,681 | $52,497 | – | $114,054 |
| June 30, 2023 | 990-EZ | $55,505 | $34,463 | $21,042 | $33,373 | – | $92,986 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,000
- Membership dues
- $2,400
- Program service revenue
- $1,000
- Investment income
- $25
- Net gain from sales of assets
- $2,500
- Net income from fundraising events
- $19,600
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $6,025
- Printing, publications and postage
- $700
- Other expenses
- $44,700
Balance sheet and other
- Total assets, start of year
- $52,497
- Total assets, end of year
- $57,902
- Total liabilities, end of year
- –
- Net assets, end of year
- $28,597
- Cash, savings and investments
- $57,902
- Gross receipts
- $88,125
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM HARRIS | PRESIDENT | 10 | $0 |
| STEPHANIE OELLERICH | TREASURER | 2 | $0 |
| MICHELLE WESLEY | PROGRAM VP | 2.5 | $0 |
| STACY SULEWSKI | RECORDING SECRETARY | 1.5 | $0 |
| JANINE RICE | VOLUNTEER/HOMEROOM C | 2 | $0 |
| KAYLA MARTI | COORSPONDING SECRETA | 3 | $0 |
| KELLY GREER | MEMBERSHIP VP | 2.5 | $0 |
990-EZ for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN WEIGEL | PRESIDENT | 3.5 | $0 |
| STEPHANIE OELLERICH | TREASURE | 2 | $0 |
| KIM HARRIS | SECRETARY | 2.5 | $0 |
| CAITLIN YEAGER | MEMBERSHIP VP | 0 | $0 |
| MICHELLE WESLEY | PROGRAM VP | 2.5 | $0 |
| ALLI STEPHANUIK | WAYS & MEANS VP | 0 | $0 |
| STACY SULEWSKI | RECORDING SECRETAR | 0 | $0 |
990-EZ for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREA BARLAK | PRESIDENT | 10 | $0 |
| HEIDI DAVIS | TREASURE | 10 | $0 |
| ANGELA PEREZ | SECRETARY | 10 | $0 |
| STACY SULEWSKI | MEMBERSHIP VP | 0 | $0 |
| LAUREN WEIGEL | PROGRAM VP | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 3900 LORETTO RD, JACKSONVILLE, FL 32223-2055
- In care of
- % HEIDI DAVIS
- Mailing address (990-N for 2020)
- 3900 Loretto Rd, Jacksonville FL 32223
- Principal officer (990-N for 2020)
- Heidi Davis, 11890 Hood Landing Rd, Jacksonville FL 32223
- Signed the 990-EZ
- KIM HARRIS, PRESIDENT
- Phone
- (904) 260-5800
- Return prepared by
- HRB TAX GROUP INC
Mission
THE LORETTO ELEMENTARY PTA IS FORMED TO BE THE LIAISON AND FACILITATOR OF COMMUNICATION AMOUNG THE STAFF, PARENTS AND COMMUNITY. IT WILL ALSO SUPPORT THE SCHOOL BY PROVIDING PROGRAMS/EVENTS, VOLUNTEERS AND FINANCIAL RESOURCES.
Program accomplishments
- HOSPITALITY - TEACHER'S APPRECIATION
- FIFTH GRADE EVENTS, DANCE AND AWARDS - TO RECOGNIZE ACCOMPLISHMENTS OF FIFTH GRADERS
- PURCHASED LEGO KITS AS PART OF A STEM ENRICHMENT PROGRAM. ALL STUDENTDS USE THESE KITS AS PART OF THEIR MEDIA CENTER RESOURSE AND TEACHERS CAN CHECK
- ALL OTHER PROGRAMS EXPENSES
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 23-7103732
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Exempt since
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 2149: PTA FLORIDA CONGRESS
- Assets (IRS master file)
- $57,902
- Income (IRS master file)
- $88,125
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $27,525 | $51,425 | $57,902 | XML |
| 990-EZ | June 2024 | $116,670 | $35,989 | $52,497 | XML |
| 990-EZ | June 2023 | $55,505 | $34,463 | $33,373 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-N for 2020 Officer: Heidi Davis | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7103732).
Questions about PTA FLORIDA CONGRESS
- What is the EIN of PTA FLORIDA CONGRESS?
- The employer identification number (EIN) of PTA FLORIDA CONGRESS is 23-7103732.
- Is PTA FLORIDA CONGRESS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Which annual return does PTA FLORIDA CONGRESS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PTA FLORIDA CONGRESS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PTA FLORIDA CONGRESS last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of PTA FLORIDA CONGRESS?
- The 990-N for 2020 names Heidi Davis.
- Who are the officers and directors of PTA FLORIDA CONGRESS?
- The 990-EZ for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does PTA FLORIDA CONGRESS have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $27,525, expenses of $51,425 and total assets of $57,902 at year end.
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- ALFRED I DUPONT CHARITABLE TRUST EIN 59-0226560 · last filed 990 for 2024
- DECHOMAI FOUNDATION INC EIN 06-1676688 · last filed 990 for 2024