Civic Intelligence

PTA Florida Congress Roosevelt

990 • Fiscal year 2025 • EIN 23-7102390

Jul 01, 2024 to Jun 30, 2025 • Filed on Jul 24, 2025

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

62nd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

33rd percentile

-4.4%

Higher net margin than 33% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

32nd percentile

-8.6%

Faster asset growth than 32% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$115,610

Down $7,037 (-5.7%) from 2022

Net Assets

Down

$115,610

Down $7,037 (-5.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin33rd percentile

Revenue

Down

$248,227

Down $79,608 (-24%) from 2022

Expenses

Down

$259,165

Down $100,492 (-28%) from 2022

Net Income

Up

-$10,938

Up $20,884 (+66%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$200K$150K$100K$50K$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 2025: $115,610Liabilities 2025: $0Net Assets 2025: $115,6102025

Highlighted filing

2025

Assets$115,610
Liabilities$0
Net Assets$115,610
Open 2025 Filing

Operations Trend

Revenue Growth24th 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 2025: $248,227Expenses 2025: $259,165Net Income 2025: -$10,9382025

Highlighted filing

2025

Revenue$248,227
Expenses$259,165
Net Income-$10,938
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 24, 2025
Return Version
2024v5.2
Gross Receipts
$305,715
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$126,473$115,610▼ $10,863
Total Assets$126,473$115,610▼ $10,863
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$126,473$115,610▼ $10,863
Total Net Assets Fund Balance$126,473$115,610▼ $10,863
Total Liabilities and Net Assets / Fund Balance$126,473$115,610▼ $10,863
Compensation and Service Providers
Top Officer Pay82nd percentile

Board Members and Trustees

NameTitle
Cheney CroftPresident
Kathy YatesPresident
Elise SzafranskiSecretary
Jaclyn McLaughlinTreasurer
Rachel SmithVP of Activities
Desa BartosVP of Communications
Brooke ShemwellVP of Fundraising
Charlotte AustVP of Volunteers
Revenue and Support

Revenue Composition

Contributions and Grants
$186,546
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$61,681
Change in Net Assets
$-10,938
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$259,165
Total Fundraising Expense$56,681
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$15,631$1,246$49,360$66,237
Other Expenses$10,957$0$0$10,957
Advertising$0$0$6,943$6,943
Insurance$0$0$378$378
Total Functional Expenses$201,238$1,246$56,681$259,165
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$108,766
Fundraising Direct Expenses$46,548
Gaming Direct Expenses$10,940
Gaming Gross Income$10,097
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$183,851$96,584$46,548$50,036
Fun Run$96,570$96,570$40,719$55,851
Total Events$305,715$218,448$87,267$131,181
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
Jaclyn McLaughlin
Title
Treasurer
Phone
8132723090
Signed
2025-07-24
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

“Credit Card Fees 845. 845. 0. 0.”

Form 990, Part IX, Line 24E

“Health & Wellness 192. 192. 0. 0.”

Form 990, Part IX, Line 24E

“Hospitality 2938. 2938. 0. 0.”

Form 990, Part IX, Line 24E

“Recognition 1843. 1843. 0. 0.”

Form 990, Part IX, Line 24E

“State and County PTA Dues 1246. 0. 1246. 0.”

Form 990, Part IX, Line 24E

“Training 264. 264. 0. 0.”

Form 990, Part IX, Line 24E

“Yearbook Costs -12588. 0. 0. -12588.”

Form 990, Part IX, Line 24E

“Fifth Grade 11056. 0. 0. 11056.”

Form 990, Part IX, Line 24E

“Fundraising Other 19401. 9228. 0. 10173.”

Form 990, Part IX, Line 24E

“PE 321. 321. 0. 0.”

Form 990, Part IX, Line 24E

“Fun Run 40719. 0. 0. 40719.”

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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt025294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0305715
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt096584
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt096570
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt025294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0218448
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0131181
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt087267
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt046548
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt040719
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/ExplanationTxt2Credit Card Fees 845. 845. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Health & Wellness 192. 192. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Hospitality 2938. 2938. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Recognition 1843. 1843. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6State and County PTA Dues 1246. 0. 1246. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Training 264. 264. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Yearbook Costs -12588. 0. 0. -12588.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Fifth Grade 11056. 0. 0. 11056.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Fundraising Other 19401. 9228. 0. 10173.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PE 321. 321. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Fun Run 40719. 0. 0. 40719.
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0126473
IRS990/TotalAssetsEOYAmt0115610
IRS990/TotalAssetsGrp/BOYAmt0126473
IRS990/TotalAssetsGrp/EOYAmt0115610
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0186546
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt056681
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01246
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0201238
IRS990/TotalFunctionalExpensesGrp/TotalAmt0259165
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0126473
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0115610
IRS990/TotalProgramServiceExpensesAmt0201238
IRS990/TotalRevenueGrp/ExclusionAmt061681
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0248227
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0126473
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0115610
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jaclyn McLaughlin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08132723090
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-24
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
ReturnHeader/PreparerPersonGrp/PhoneNum07273102000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-29

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$115,610
Liabilities
$0
Net assets
$115,610
Revenue
$248,227
Expenses
$259,165
Net income
-$10,938
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
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