Civic Intelligence

PTA Florida Congress Yvonne Mckitrick

990 • Fiscal year 2024 • EIN 65-1098015

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

44th percentile

0.3%

Higher net margin than 44% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

0.6%

Faster asset growth than 49% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

7.9%

Faster revenue growth than 57% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$62,952

Up $395 (+0.6%) from 2023

Net Assets

Up

$62,952

Up $395 (+0.6%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$125,340

Up $9,168 (+7.9%) from 2023

Expenses

Up

$124,945

Up $25,864 (+26%) from 2023

Net Income

Down

$395

Down $16,696 (-98%) from 2023

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

2024

Assets$62,952
Liabilities$0
Net Assets$62,952

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

2024

Revenue$125,340
Expenses$124,945
Net Income$395
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$204,136
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$62,557$62,952▲ $395
Total Assets$62,557$62,952▲ $395
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$62,557$62,952▲ $395
Total Net Assets Fund Balance$62,557$62,952▲ $395
Total Liabilities and Net Assets / Fund Balance$62,557$62,952▲ $395
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
$14,915
Program Service Revenue
$39,669
Investment Income
$0
Other Revenue
$70,756
All Other Contributions
$14,915
Change in Net Assets
$395
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$85,830
Other Expenses$39,115
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$85,830--$85,830
All Other Expenses$7,949--$7,949
Other Expenses$3,731--$3,731
Insurance$378--$378
Fees for Services Accounting$350--$350
Total Functional Expenses$124,945$0$0$124,945
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Yvonne Mckitrick ElementaryLutz, FL3Equipment-
Yvonne Mckitrick ElementaryLutz, FL3School Technology-
Yvonne Mckitrick ElementaryLutz, FL3Fans for School-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$149,552
Fundraising Direct Expenses$78,796
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$104,065$104,065$34,562$69,503
Fifth Grade Fun$25,781$25,781$31,436$-5,655
Total Events$149,552$149,552$78,796$70,756
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
2024-11-14

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
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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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1YVONNE MCKITRICK ELEMENTARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2YVONNE MCKITRICK ELEMENTARY
IRS990ScheduleI/RecipientTable/RecipientEIN0651098015
IRS990ScheduleI/RecipientTable/RecipientEIN1651098015
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15503 LUTZ LAKE FERN ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt25503 LUTZ LAKE FERN ROAD
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IRS990ScheduleI/RecipientTable/USAddress/CityNm1LUTZ
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt062557
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0124945
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt062952
IRS990/TotalProgramServiceExpensesAmt0124945
IRS990/TotalProgramServiceRevenueAmt039669
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039669
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0125340
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt062952
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IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0MCKITRICK.MYSDHC.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER FOSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08135585427
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
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/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GINA SCIACCHITANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-14T11:39:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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