Civic Intelligence

PTA Florida Congress Roosevelt

990 • Fiscal year 2023 • EIN 23-7102390

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 09, 2023

Organization Profilerooseveltelementarypta.membershiptoolkit.com
3205 South Ferdinand AvenueTampa, FL 33629

(813) 272-3090

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

90th percentile

81%

Faster asset growth than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

-2.2%

Faster revenue growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$221,906

Up $99,259 (+81%) from 2022

Net Assets

Up

$221,906

Up $99,259 (+81%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin81st percentile

Revenue

Down

$320,741

Down $7,094 (-2.2%) from 2022

Expenses

Down

$227,579

Down $132,078 (-37%) from 2022

Net Income

Up

$93,162

Up $124,984 (+393%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2016: $62,593Liabilities 2016: $0Net Assets 2016: $62,5932016Assets 2017: $107,804Liabilities 2017: $0Net Assets 2017: $107,8042017Assets 2018: $72,532Liabilities 2018: $0Net Assets 2018: $72,5322018Assets 2021: $154,342Liabilities 2021: $0Net Assets 2021: $154,3422021Assets 2022: $122,647Liabilities 2022: $0Net Assets 2022: $122,6472022Assets 2023: $221,906Liabilities 2023: $0Net Assets 2023: $221,9062023Assets 2025: $115,610Liabilities 2025: $0Net Assets 2025: $115,6102025

Highlighted filing

2023

Assets$221,906
Liabilities$0
Net Assets$221,906
Open 2023 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2016: $156,731Expenses 2016: $129,351Net Income 2016: $27,3802016Revenue 2017: $174,276Expenses 2017: $130,514Net Income 2017: $43,7622017Revenue 2018: $170,990Expenses 2018: $206,763Net Income 2018: -$35,7732018Revenue 2021: $267,170Expenses 2021: $234,717Net Income 2021: $32,4532021Revenue 2022: $327,835Expenses 2022: $359,657Net Income 2022: -$31,8222022Revenue 2023: $320,741Expenses 2023: $227,579Net Income 2023: $93,1622023Revenue 2025: $248,227Expenses 2025: $259,165Net Income 2025: -$10,9382025

Highlighted filing

2023

Revenue$320,741
Expenses$227,579
Net Income$93,162
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 9, 2023
Return Version
2022v5.0
Gross Receipts
$405,758
Mission and Program Overview

Mission

To promote the welfare of children and youth who attend Roosevelt Elementary in their home, school and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$122,647$221,906▲ $99,259
Total Assets$122,647$221,906▲ $99,259
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$122,647$221,906▲ $99,259
Total Net Assets Fund Balance$122,647$221,906▲ $99,259
Total Liabilities and Net Assets / Fund Balance$122,647$221,906▲ $99,259
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Jolene CaprioPresident
Yael LieberSecretary
Nicole JayTreasurer
Tara BaikVP of Activities
Alicia O'BrienVP of Communications
Erica CagwinVP of Fundraising
Rachel SmithVP of Volunteers
Revenue and Support

Revenue Composition

Contributions and Grants
$146,558
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$174,183
Change in Net Assets
$93,162
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$227,579
Total Fundraising Expense$74,906
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$29,202$1,698$69,555$100,455
Other Expenses$10,408$0$0$10,408
Office Expenses$0$0$4,974$4,974
Insurance$0$0$377$377
Total Functional Expenses$150,975$1,698$74,906$227,579
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$244,936
Fundraising Direct Expenses$74,110
Gaming Gross Income$12,264
Gaming Direct Expenses$10,907
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$261,044$143,744$74,110$69,634
Fun Run$123,321$123,321$40,218$83,103
Total Events$410,795$293,495$114,328$179,167
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
PTA Florida Congress
EIN
23-7102390
Phone
8132723090
Address
3205 South Ferdinand Avenue, Tampa, FL 33629
Doing Business As
Roosevelt Elementary School

Signing Officer

Name
Nicole Jay
Title
Treasurer
Phone
8132723090
Signed
2023-10-09
Discuss with paid preparer
Yes

Organization Details

Formed
1925
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
150

Preparer

Firm
Kristina Helferty CPA
Address
2715 Cypress Dr, Clearwater, FL 33763
Preparer
Kristina Helferty
Phone
7273102000
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“No review was or will be conducted”

Pt VI, Line 19

“An intersted party may request to review the documents by sending an email to the executive board.”

Form 990, Part IX, Line 24E

“Art 249. 249. 0. 0.”

Form 990, Part IX, Line 24E

“Books and Supplies 110. 110. 0. 0.”

Form 990, Part IX, Line 24E

“Credit Card Fees 2755. 0. 0. 2755.”

Form 990, Part IX, Line 24E

“Health & Wellness 1637. 1637. 0. 0.”

Form 990, Part IX, Line 24E

“Hospitality 41. 41. 0. 0.”

Form 990, Part IX, Line 24E

“Recognition 3970. 3970. 0. 0.”

Form 990, Part IX, Line 24E

“State and County PTA Dues 1698. 0. 1698. 0.”

Form 990, Part IX, Line 24E

“Training 939. 939. 0. 0.”

Form 990, Part IX, Line 24E

“Yearbook Costs 3490. 3490. 0. 0.”

Form 990, Part IX, Line 24E

“Fifth Grade 16663. 16663. 0. 0.”

Form 990, Part IX, Line 24E

“Hillsborough Community Care 5000. 0. 0. 5000.”

Form 990, Part IX, Line 24E

“Fundraising Other 6174. 0. 0. 6174.”

Form 990, Part IX, Line 24E

“PE 2103. 2103. 0. 0.”

Form 990, Part IX, Line 24E

“Fun Run 55626. 0. 0. 55626.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt026430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0410795
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0143744
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0123321
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt026430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0293495
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0179167
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0114328
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt074110
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt040218
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1An intersted party may request to review the documents by sending an email to the executive board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Art 249. 249. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Books and Supplies 110. 110. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Credit Card Fees 2755. 0. 0. 2755.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Health & Wellness 1637. 1637. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Hospitality 41. 41. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Recognition 3970. 3970. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8State and County PTA Dues 1698. 0. 1698. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Training 939. 939. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Yearbook Costs 3490. 3490. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Fifth Grade 16663. 16663. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Hillsborough Community Care 5000. 0. 0. 5000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Fundraising Other 6174. 0. 0. 6174.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PE 2103. 2103. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Fun Run 55626. 0. 0. 55626.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0122647
IRS990/TotalAssetsEOYAmt0221906
IRS990/TotalAssetsGrp/BOYAmt0122647
IRS990/TotalAssetsGrp/EOYAmt0221906
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0146558
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt074906
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01698
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0150975
IRS990/TotalFunctionalExpensesGrp/TotalAmt0227579
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0122647
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0221906
IRS990/TotalProgramServiceExpensesAmt0150975
IRS990/TotalRevenueGrp/ExclusionAmt0174183
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0320741
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0122647
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0221906
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03205 South Ferdinand Ave
IRS990/USAddress/CityNm0Tampa
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033629
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0https://rooseveltelementarypta.membershiptoolkit.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nicole Jay
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08132723090
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Florida Congress
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237102390
ReturnHeader/Filer/PhoneNum08132723090
ReturnHeader/Filer/USAddress/AddressLine1Txt03205 South Ferdinand Avenue
ReturnHeader/Filer/USAddress/CityNm0Tampa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033629
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462373309
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kristina Helferty CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02715 Cypress Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Clearwater
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033763

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$221,906
Liabilities
$0
Net assets
$221,906
Revenue
$320,741
Expenses
$227,579
Net income
$93,162
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$2.48$2.59$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$3.21$2.28$0.93
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$3.28$3.60$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$2.67$2.35$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$1.71$2.07$0.36
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$1.74$1.31$0.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$1.57$1.29$0.27