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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 23-7105795

PTA FLORIDA CONGRESS

Also known as J ALLEN AXSON MONTESSORI ELEM PTA, J Allen Axson PTA

Tax-exempt · JACKSONVILLE, FL 32224

Financials

$55K$84K2023$51K$62K2024
Revenue Expenses · by fiscal year end
Financials of PTA FLORIDA CONGRESS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$50,756$61,608-$10,852$9,645–$9,645
June 30, 2024990-EZ$54,832$83,543-$28,711$21,398–$21,398
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$10,663
Membership dues
$1,048
Program service revenue
$0
Investment income
$12
Net income from fundraising events
$37,960
Net income from sales of inventory
$1,073

Expenses

Compensation of officers, directors and key employees
$0
Other expenses
$61,608
Program services (functional)
$50,578

Balance sheet and other

Total assets, start of year
$20,497
Total assets, end of year
$9,645
Total liabilities, end of year
–
Net assets, end of year
$9,645
Cash, savings and investments
$9,645
Gross receipts
$77,156

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.

NameTitleHours / weekCompensation
KORI OLSENPRESIDENT5$0
CHARLOTTE GHANEMTREASURER5$0
KIMBERLY MRAZSECRETARY5$0
990-EZ for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
KORI OLSENPRESIDENT5$0
CHARLOTTE GHANEMTREASURER5$0
KIMBERLY MRAZSECRETARY5$0

Address and contacts

Address (IRS master file)
4763 SUTTON PARK CT, JACKSONVILLE, FL 32224-5289
Mailing address (990-N for 2012)
4763 Sutton Park Court, Jacksonville FL 322245289
Principal officer (990-N for 2012)
Sandra Phelps, 5885 Edenfield Road Apt B26, Jacksonville FL 32277
Signed the 990-EZ
CHARLOTTE GHANEM, TREASURER
Phone
(904) 992-3600
Return prepared by
TAX ADVANTAGE

Mission

TO MAKE EVERY CHILDS POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN

990-EZ for the year ended June 30, 2025

Program accomplishments

  • SCHOOL ENHANCEMENTS PROVIDED FINANCIAL ASSISTANCE BY PROVIDING NEW DIGITAL MARQUEE AT ENTRYWAY TO SCHOOL USEDBY ENTIRE STUDENT BODY (550+ STUDENTS) TEACHERS AND STAFF
    Expenses $28,690
  • FALL FESTIVAL: ORGANIZED AND FUNDED ON CAMPUS FALL FESTIVAL FOR OVER 650+ CURRENT AND FORMER STUDENTS & FAMILY MEMBERS, INCLUDING AND VOLUNTEERS FOR OVER 25 BOOTHS PROVIDING VARIOUS ACTIVITIES DRIVING PARENT PARTICIPATION AND INVOLVEMENT
    Expenses $15,134
  • EDUCATIONAL/CLASSROOM MATERIALS: PROVIDED EDUCATION SOFTWARE UTILIZEDBY TEACHERS TO ASSIST WITH READING AND MATH IMPROVEMENTS FOR STUDENTS (ACHIEVE EDUCATION SOFTWARE).
    Expenses $6,754

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-EZ for PTA FLORIDA CONGRESS

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
23-7105795
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
Assets (IRS master file)
$9,645
Income (IRS master file)
$77,156

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$50,756$61,608$9,645XML
990-EZJune 2024$54,832$83,543$21,398XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2019–––IRS
990-N for 2012
Officer: Sandra Phelps
June 30, 2013≤ $50,000 receipts––e-Postcard

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 23-7105795).

Questions about PTA FLORIDA CONGRESS

What is the EIN of PTA FLORIDA CONGRESS?
The employer identification number (EIN) of PTA FLORIDA CONGRESS is 23-7105795.
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 2012 names Sandra Phelps.
Who are the officers and directors of PTA FLORIDA CONGRESS?
The 990-EZ for the year ended June 30, 2025 lists 3 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 $50,756, expenses of $61,608 and total assets of $9,645 at year end.

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