Civic Intelligence

PTA Florida Congress Yvonne Mckitrick

EIN 65-1098015 • 501(c)3 • Lutz, FL

Profile

To assist the yvonne mckitrick elementary school as a parent teacher association.

5503 Lutz Lake Fern RoadLutz, FL 33558-9234

mckitrick.mysdhc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

37th percentile

-4.5%

Higher net margin than 37% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

41st percentile

-7.3%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

33rd percentile

-18%

Faster revenue growth than 33% of similar nonprofits.

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

Assets

Down

$58,331

Down $4,621 (-7.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$58,331

Down $4,621 (-7.3%) from 2024

Revenue

Down

$102,573

Down $22,767 (-18%) from 2024

Expenses

Down

$107,194

Down $17,751 (-14%) from 2024

Net Income

Down

-$4,621

Down $5,016 (-1270%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $59,759Liabilities 2011: $685Net Assets 2011: $59,0742011Assets 2012: $28,018Net Assets 2012: $28,0182012Assets 2013: $58,902Net Assets 2013: $58,9022013Assets 2014: $34,854Liabilities 2014: $02014Assets 2015: $26,932Net Assets 2015: $26,9322015Assets 2016: $19,064Liabilities 2016: $0Net Assets 2016: $19,0642016Assets 2017: $6,521Liabilities 2017: $0Net Assets 2017: $6,5212017Assets 2018: $31,716Liabilities 2018: $0Net Assets 2018: $31,7162018Assets 2019: $27,707Liabilities 2019: $0Net Assets 2019: $27,7072019Assets 2020: $88,493Liabilities 2020: $0Net Assets 2020: $88,4932020Assets 2021: $80,731Liabilities 2021: $0Net Assets 2021: $80,7312021Assets 2022: $45,466Liabilities 2022: $0Net Assets 2022: $45,4662022Assets 2023: $62,557Net Assets 2023: $62,5572023Assets 2024: $62,952Liabilities 2024: $0Net Assets 2024: $62,9522024Assets 2025: $58,331Liabilities 2025: $0Net Assets 2025: $58,3312025

Highlighted filing

2025

Assets$58,331
Liabilities$0
Net Assets$58,331

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $150,356Expenses 2011: $124,260Net Income 2011: $26,0962011Revenue 2012: $88,196Expenses 2012: $119,252Net Income 2012: -$31,0562012Revenue 2013: $54,249Expenses 2013: $23,365Net Income 2013: $30,8842013Revenue 2014: $48,014Expenses 2014: $72,062Net Income 2014: -$24,0482014Revenue 2015: $89,262Expenses 2015: $97,184Net Income 2015: -$7,9222015Revenue 2016: $67,758Expenses 2016: $75,626Net Income 2016: -$7,8682016Revenue 2017: $58,624Expenses 2017: $71,167Net Income 2017: -$12,5432017Revenue 2018: $91,721Expenses 2018: $66,526Net Income 2018: $25,1952018Revenue 2019: $101,008Expenses 2019: $105,017Net Income 2019: -$4,0092019Revenue 2020: $107,885Expenses 2020: $47,099Net Income 2020: $60,7862020Revenue 2021: $73,343Expenses 2021: $81,105Net Income 2021: -$7,7622021Revenue 2022: $113,102Expenses 2022: $148,367Net Income 2022: -$35,2652022Revenue 2023: $116,172Expenses 2023: $99,081Net Income 2023: $17,0912023Revenue 2024: $125,340Expenses 2024: $124,945Net Income 2024: $3952024Revenue 2025: $102,573Expenses 2025: $107,194Net Income 2025: -$4,6212025

Highlighted filing

2025

Revenue$102,573
Expenses$107,194
Net Income-$4,621

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.00$0.58$1.03$1.07$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.25$1.25$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.63$1.16$0.99$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.13$1.48$0.35
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.73$0.81$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.08$0.47$0.61
2019Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.01$1.05$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.92$0.67$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.59$0.71$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.68$0.76$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.89$0.97$0.08
2014Summary only. Only limited summary data is available for this year.$0.35$0.00$0.48$0.72$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.59$0.54$0.23$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.28$0.88$1.19$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.01$0.59$1.50$1.24$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$168,319
Mission and Program Overview

Mission

To assist the yvonne mckitrick elementary school as a parent teacher association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$62,952$58,331▼ $4,621
Total Assets$62,952$58,331▼ $4,621
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$62,952$58,331▼ $4,621
Total Net Assets Fund Balance$62,952$58,331▼ $4,621
Total Liabilities and Net Assets / Fund Balance$62,952$58,331▼ $4,621
Compensation and Service Providers

Board Members and Trustees

NameTitle
Heather FosterPresident
Allison ClinePrincipal
Erin CircelliSecretary
Monica ContrerasTeacher Repr
Gina SciacchitanoTreasurer
Brandi KennyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$12,316
Program Service Revenue
$33,673
Investment Income
$0
Other Revenue
$56,584
All Other Contributions
$12,316
Change in Net Assets
$-4,621
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$66,378
Other Expenses$40,816
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$66,378--$66,378
All Other Expenses$10,176--$10,176
Other Expenses$3,672--$3,672
Insurance$378--$378
Total Functional Expenses$107,194$0$0$107,194
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Yvonne Mckitrick ElementaryLutz, FL3School Furniture-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$122,330
Fundraising Direct Expenses$65,746
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$85,943$85,943$29,325$56,618
Holiday Shop$18,267$18,267$11,902$6,365
Total Events$122,330$122,330$65,746$56,584
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
No
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization and its executive board are made up entirely of members. All members are entitled to vote. The executive board consists of the executive committee, standing chairs and the principal of the school or appointed representative.

Form 990, Page 6, Part VI, Line 7A

The executive committee consists of all elected officers that were voted in by the pta general membership. Each executive committee position has one vote. The standing chairs are part of the executive board, have legal voting rights and constitute a quorum during the executive board meetings. Each standing chair position has one vote. These chairpersons are appointed by the executive committee and the principal of the school or appointed representative.

Form 990, Page 6, Part VI, Line 7B

The standing rules govern the mckitrick elementary school pta executive board. Standing rules should be reviewed at the beginning of every fiscal year by the executive committee or appointed committee; then adopted, amended or rescinded by majority vote of the executive board. From time to time the standing rules may be reviewed and or amended. They may be adopted without previous notice by a majority vote at any business meeting. However, no standing rule in order should conflict with the bylaws of the national, state or mckitrick elementary school pta. The bylaws govern the mckitrick pta general membership. In the event of conflict between said bylaws and articles of association, said bylaws shall govern.

Form 990, Page 6, Part VI, Line 11B

Copies of the completed draft form 990 (including required schedules) will be distributed to the organization's president in either electronic or paper form for review and approval. Any questions or concerns will be noted and addressed.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request

Filing and Contact Details

Filer

Filer Name
Pta Florida Congress Yvonne
EIN
65-1098015
Phone
8135585427
Address
5503 LUTZ LAKE FERN ROAD, LUTZ, FL 33558-9234

Signing Officer

Name
Heather Foster
Title
President
Phone
8135585427
Signed
2025-11-17

Organization Details

Principal Officer
Heather Foster
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Gina M Sciacchitano CPA LLC
Address
3113 WINGLEWOOD CIR, LUTZ, FL 33558
Preparer
Gina Sciacchitano
Phone
8134694616
Raw XML Appendix338 raw XML fields

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/GrossRevenueEvent1Amt085943
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018267
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0122330
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt056584
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt024519
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt065746
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029325
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011902
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt046652
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0MEDIA CENTER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOOL FURNITURE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0YVONNE MCKITRICK ELEMENTARY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION AND ITS EXECUTIVE BOARD ARE MADE UP ENTIRELY OF MEMBERS. ALL MEMBERS ARE ENTITLED TO VOTE. THE EXECUTIVE BOARD CONSISTS OF THE EXECUTIVE COMMITTEE, STANDING CHAIRS AND THE PRINCIPAL OF THE SCHOOL OR APPOINTED REPRESENTATIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE COMMITTEE CONSISTS OF ALL ELECTED OFFICERS THAT WERE VOTED IN BY THE PTA GENERAL MEMBERSHIP. EACH EXECUTIVE COMMITTEE POSITION HAS ONE VOTE. THE STANDING CHAIRS ARE PART OF THE EXECUTIVE BOARD, HAVE LEGAL VOTING RIGHTS AND CONSTITUTE A QUORUM DURING THE EXECUTIVE BOARD MEETINGS. EACH STANDING CHAIR POSITION HAS ONE VOTE. THESE CHAIRPERSONS ARE APPOINTED BY THE EXECUTIVE COMMITTEE AND THE PRINCIPAL OF THE SCHOOL OR APPOINTED REPRESENTATIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE STANDING RULES GOVERN THE MCKITRICK ELEMENTARY SCHOOL PTA EXECUTIVE BOARD. STANDING RULES SHOULD BE REVIEWED AT THE BEGINNING OF EVERY FISCAL YEAR BY THE EXECUTIVE COMMITTEE OR APPOINTED COMMITTEE; THEN ADOPTED, AMENDED OR RESCINDED BY MAJORITY VOTE OF THE EXECUTIVE BOARD. FROM TIME TO TIME THE STANDING RULES MAY BE REVIEWED AND OR AMENDED. THEY MAY BE ADOPTED WITHOUT PREVIOUS NOTICE BY A MAJORITY VOTE AT ANY BUSINESS MEETING. HOWEVER, NO STANDING RULE IN ORDER SHOULD CONFLICT WITH THE BYLAWS OF THE NATIONAL, STATE OR MCKITRICK ELEMENTARY SCHOOL PTA. THE BYLAWS GOVERN THE MCKITRICK PTA GENERAL MEMBERSHIP. IN THE EVENT OF CONFLICT BETWEEN SAID BYLAWS AND ARTICLES OF ASSOCIATION, SAID BYLAWS SHALL GOVERN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES OF THE COMPLETED DRAFT FORM 990 (INCLUDING REQUIRED SCHEDULES) WILL BE DISTRIBUTED TO THE ORGANIZATION'S PRESIDENT IN EITHER ELECTRONIC OR PAPER FORM FOR REVIEW AND APPROVAL. ANY QUESTIONS OR CONCERNS WILL BE NOTED AND ADDRESSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt058331
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt012316
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0107194
IRS990/TotalFunctionalExpensesGrp/TotalAmt0107194
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt062952
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt058331
IRS990/TotalProgramServiceExpensesAmt0107194
IRS990/TotalProgramServiceRevenueAmt033673
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt033673
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0102573
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt062952
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt058331
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IRS990/WebsiteAddressTxt0MCKITRICK.MYSDHC.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER FOSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08135585427
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS YVONNE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MCKITRICK ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0651098015
ReturnHeader/Filer/PhoneNum08135585427
ReturnHeader/Filer/USAddress/AddressLine1Txt05503 LUTZ LAKE FERN ROAD
ReturnHeader/Filer/USAddress/CityNm0LUTZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0335589234
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0852566938
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GINA M SCIACCHITANO CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03113 WINGLEWOOD CIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUTZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033558
ReturnHeader/PreparerPersonGrp/PhoneNum08134694616
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GINA SCIACCHITANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-17T08:25:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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