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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 59-2827587

PTA FLORIDA CONGRESS

Also known as PLUMB ELEMENTARY SCHOOL PTA

Tax-exempt · CLEARWATER, FL 33764

Financials

$31K$25K2023
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, 2024990-EZ$30,949$24,890$6,059$48,004–$48,004
Financial details: 990-EZ for the year ended June 30, 2024

Revenue

Contributions, gifts and grants
$46,920
Net income from fundraising events
-$17,166
Net income from sales of inventory
$1,195

Expenses

Grants and similar amounts paid
$7,496
Compensation of officers, directors and key employees
$0
Printing, publications and postage
$211
Other expenses
$17,183
Program services (functional)
$8,320

Balance sheet and other

Total assets, start of year
$41,945
Total assets, end of year
$48,004
Total liabilities, end of year
–
Net assets, end of year
$48,004
Cash, savings and investments
$48,004
Gross receipts
$59,514

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
Teri GrahamPresident5$0
Michele KlingesVP2$0
Meghan WhiteTreasurer3$0
Amanda BerglundRecording Sec1$0
Desiree LesterResponding Sec1$0

Address and contacts

Address (IRS master file)
1920 LAKEVIEW RD, CLEARWATER, FL 33764-3758
Mailing address (990-N for 2025)
1920 Lakeview Rd, Clearwater FL 33764
Principal officer (990-N for 2025)
Katelyn Steffener, 1010 S Hercules Ave, Clearwater FL 33764
Signed the 990-EZ
Meghan White, Treasurer

Mission

Purpose is to provide support to the students families and staff of Plumb Elementary School through family activities events and enhancement to the childrens educations.

990-EZ for the year ended June 30, 2024

Program accomplishments

  • Purchased over 200 headphones to be used throughout the schools classrooms for the purpose of using online learning programs and other educational tools.
    Expenses $2,718
  • Hosted our annual Spooky Story Night which was a free event to all of the families of the school and community. We had a reading room where teachers and volunteers read to the families a truck or trick and crafts are provided.
    Expenses $1,387
  • During the annual teacher appreciation week we provide each child 625 in the school with a flower to present to their teacher the are given mason jars to hold their bouquets of flowers. We also provide lunch and coffee bar for the teachers and staff.
    Expenses $2,673
  • We purchased outdoor storage bins to hold recess equipment for all the children in the school to enjoy and would update the bins quarterly to provides new balls chalk or games to play with.
    Expenses $1,542

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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, 2026990-N on file
2024June 30, 2025November 17, 2025990-N on file
2023June 30, 2024November 15, 2024990-N on file

File the 2026 990-N for PTA FLORIDA CONGRESS

Due November 15, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
59-2827587
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-N (e-Postcard)
Category (NTEE)
Education (B94Z)

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-N for 2025
Officer: Katelyn Steffener
June 30, 2026≤ $50,000 receipts––e-Postcard
990-N for 2024
Officer: Clara Kurtin
June 30, 2025≤ $50,000 receipts––e-Postcard
990-N for 2023
Officer: Meghan White
June 30, 2024≤ $50,000 receipts––e-Postcard
990-EZJune 2024$30,949$24,890$48,004XML
990-N for 2022
Officer: Meghan White
June 30, 2023≤ $50,000 receipts––e-Postcard
990-N for 2020
Officer: Lori Mann
June 30, 2021≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: Kelly O'Neal
June 30, 2020≤ $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 59-2827587).

Questions about PTA FLORIDA CONGRESS

What is the EIN of PTA FLORIDA CONGRESS?
The employer identification number (EIN) of PTA FLORIDA CONGRESS is 59-2827587.
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-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of PTA FLORIDA CONGRESS due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. 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-N for 2025 for the year ended June 30, 2026.
Who is the principal officer of PTA FLORIDA CONGRESS?
The 990-N for 2025 names Katelyn Steffener.
Who are the officers and directors of PTA FLORIDA CONGRESS?
The 990-EZ for the year ended June 30, 2024 lists 5 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, 2024 it reported revenue of $30,949, expenses of $24,890 and total assets of $48,004 at year end.

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