Civic Intelligence

PTA Florida Congress Yvonne Mckitrick

990EZ • Fiscal year 2016 • EIN 65-1098015

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 05, 2016

5503 Lutz Lake Fern RoadLutz, FL 33558-9234

(813) 558-5427

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

15th percentile

-29%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$19,064

Down $7,868 (-29%) from 2015

Net Assets

Down

$19,064

Down $7,868 (-29%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$67,758

Down $21,504 (-24%) from 2015

Expenses

Down

$75,626

Down $21,558 (-22%) from 2015

Net Income

Up

-$7,868

Up $54 (+0.7%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$19,064
Liabilities$0
Net Assets$19,064

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$67,758
Expenses$75,626
Net Income-$7,868
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 5, 2016
Return Version
2015v3.0
Gross Receipts
$147,486
Mission and Program Overview

Mission

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

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
ASSIST THE YVONNE MCKITRICK ELEMENTARY SCHOOL IN PROVIDING EDUCATIONAL SUPPLIES TO STUDENTS FACULTY AND STAFF-$67,093
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PORTIA ENGMANPresident-$0--
LESLIE NIXONFirst VP-$0--
SONYA CHOISecond VP-$0--
DUSTY PYATTThird VP-$0--
KIMBERLY WOODWARDTreasurer-$0--
ROSA REXROADRecording Secretary-$0--
ALLISON CLINEPrincipal-$0--
MONICA CONTRERASTeacher Representative-$0--
SIMONNETT PARAGASCorrespond Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$74,255$74,255$44,150$30,105
Holiday Shop$15,681$15,681$12,878$2,803
Total Events$107,207$107,207$79,729$27,478
Filing and Contact Details

Filer

Filer Name
Yvonne Mckitrick Elementary Pta
EIN
65-1098015
Address
5503 LUTZ LAKE FERN ROAD, LUTZ, FL 33558-9234

Signing Officer

Name
Portia Engman
Title
President
Phone
8135585427
Signed
2016-12-05
Discuss with paid preparer
Yes

Preparer

Firm
1Source Partners Inc
Address
19409 Shumard Oak Dr Suite 103, Land O Lakes, FL 34638
Preparer
Deborah Budaj CPA
Phone
8137490732
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountinsurance 377website 96administrative expenses 5,087educational program support 40,642other program expenses 27,050

Raw XML Appendix200 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3THIRD VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRINCIPAL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CORRESPOND SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINSURANCE 377WEBSITE 96ADMINISTRATIVE EXPENSES 5,087EDUCATIONAL PROGRAM SUPPORT 40,642OTHER PROGRAM EXPENSES 27,050
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08135585427
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YVONNE MCKITRICK ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0YVON
ReturnHeader/Filer/EIN0651098015
ReturnHeader/Filer/USAddress/AddressLine1Txt05503 LUTZ LAKE FERN ROAD
ReturnHeader/Filer/USAddress/CityNm0LUTZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273532435
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019409 Shumard Oak Dr Suite 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Land O Lakes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034638
ReturnHeader/PreparerPersonGrp/PhoneNum08137490732
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deborah Budaj CPA
ReturnHeader/ReturnTs02017-01-10T10:51:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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