Civic Intelligence

PTA Florida Congress Yvonne Mckitrick

990EZ • Fiscal year 2023 • EIN 65-1098015

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

68th percentile

15%

Higher net margin than 68% 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

82nd percentile

38%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

48th percentile

2.7%

Faster revenue growth than 48% of similar nonprofits.

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

Assets

Up

$62,557

Up $17,091 (+38%) from 2022

Net Assets

Up

$62,557

Up $17,091 (+38%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$116,172

Up $3,070 (+2.7%) from 2022

Expenses

Down

$99,081

Down $49,286 (-33%) from 2022

Net Income

Up

$17,091

Up $52,356 (+148%) from 2022

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

2023

Assets$62,557
Liabilities-
Net Assets$62,557

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

2023

Revenue$116,172
Expenses$99,081
Net Income$17,091
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$191,569
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
ASSIST THE YVONNE MCKITRICK ELEMENTARY SCHOOL IN PROVIDING EDUCATION SUPPLIES TO STUDENTS, FACULTY, AND STAFF.$58,272$99,081
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDSAY JIMISONVice Preside-$0--
JESSICA CAMPBELLSecretary-$0--
ERIN CIRCELLITreasurer-$0--
ALLISON CLINEPrincipal-$0--
MONICA CONTRERASTeacher Repr-$0--
HEATHER FOSTERPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$107,243$107,243$34,670$72,573
Holiday Shop$21,638$21,638$16,327$5,311
Total Events$147,988$147,988$75,397$72,591
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
2023-11-15

Preparer

Firm
Gina M Sciacchitano CPA LLC
Address
3113 WINGLEWOOD CIR, LUTZ, FL 33558
Preparer
Gina Sciacchitano
Phone
8134694616
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Class of activity: school technology name: yvonne mckitrick elementary address: 5503 lutz lake fern road lutz, fl 33558 noncash contribution: 7,700 description of property: bundleboards date of gift: 05/03/2023 class of activity: school supplies name: yvonne mckitrick elementary address: 5503 lutz lake fern road lutz, fl 33558 cash contribution: 5,149 class of activity: school equipment name: yvonne mckitrick elementary address: 5503 lutz lake fern road lutz, fl 33558 noncash contribution: 14,490 description of property: fans date of gift: 04/28/2023 class of activity: school cafeteria name: yvonne mckitrick elementary address: 5503 lutz lake fern road lutz, fl 33558 noncash contribution: 11,096 description of property: cafeteria panel date of gift: 01/09/2023

Form 990-ez, Part I, Line 16

Expenses 377 carnival expenses 9,900 decorations 3,197 hospitality and hr exp 2,405 prizes 440 program expenses 1,332 pta dues 3,010 pta supplies and exp 4,551 school dance expenses 13,999 volunteer support 1,538 website 60 total 40,809

Form 990-ez, Part III

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

Raw XML Appendix177 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0ERIN CIRCELLI
IRS990EZ/BooksInCareOfDetail/PhoneNum08135585427
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LUTZ
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0335589233
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALLISON CLINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MONICA CONTRERAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HEATHER FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TEACHER REPR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040809
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST THE YVONNE MCKITRICK ELEMENTARY SCHOOL AS A PARENT TEACHER ASSOCIATION.
IRS990EZ/ProgramServiceRevenueAmt029075
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSIST THE YVONNE MCKITRICK ELEMENTARY SCHOOL IN PROVIDING EDUCATION SUPPLIES TO STUDENTS, FACULTY, AND STAFF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt058272
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt099081
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt075397
IRS990EZ/SpecialEventsNetIncomeLossAmt072591
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt099081
IRS990EZ/TotalProgramServiceExpensesAmt099081
IRS990EZ/TotalRevenueAmt0116172
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0MCKITRICK.MYSDHC.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010257
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019328
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011341
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt069519
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0165206
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt075397
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY SHOP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0107243
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021638
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019107
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021638
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019107
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0147988
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt072591
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt024400
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt034670
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016327
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: SCHOOL TECHNOLOGY NAME: YVONNE MCKITRICK ELEMENTARY ADDRESS: 5503 LUTZ LAKE FERN ROAD LUTZ, FL 33558 NONCASH CONTRIBUTION: 7,700 DESCRIPTION OF PROPERTY: BUNDLEBOARDS DATE OF GIFT: 05/03/2023 CLASS OF ACTIVITY: SCHOOL SUPPLIES NAME: YVONNE MCKITRICK ELEMENTARY ADDRESS: 5503 LUTZ LAKE FERN ROAD LUTZ, FL 33558 CASH CONTRIBUTION: 5,149 CLASS OF ACTIVITY: SCHOOL EQUIPMENT NAME: YVONNE MCKITRICK ELEMENTARY ADDRESS: 5503 LUTZ LAKE FERN ROAD LUTZ, FL 33558 NONCASH CONTRIBUTION: 14,490 DESCRIPTION OF PROPERTY: FANS DATE OF GIFT: 04/28/2023 CLASS OF ACTIVITY: SCHOOL CAFETERIA NAME: YVONNE MCKITRICK ELEMENTARY ADDRESS: 5503 LUTZ LAKE FERN ROAD LUTZ, FL 33558 NONCASH CONTRIBUTION: 11,096 DESCRIPTION OF PROPERTY: CAFETERIA PANEL DATE OF GIFT: 01/09/2023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 377 CARNIVAL EXPENSES 9,900 DECORATIONS 3,197 HOSPITALITY AND HR EXP 2,405 PRIZES 440 PROGRAM EXPENSES 1,332 PTA DUES 3,010 PTA SUPPLIES AND EXP 4,551 SCHOOL DANCE EXPENSES 13,999 VOLUNTEER SUPPORT 1,538 WEBSITE 60 TOTAL 40,809
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO ASSIST THE YVONNE MCKITRICK ELEMENTARY SCHOOL AS A PARENT TEACHER ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECIEVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER FOSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08135585427
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GINA SCIACCHITANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-15T15:03:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HEATHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FOSTER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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