Roosevelt Elementary School PTA FY2022 filing

Tampa, FL · Public charity (501(c)(3))

✓ Tax-deductible
Revenue
$328K
+23% vs prior year
Spent
$360K
To programs
78%
Net assets
$123K
By yearFY2021–FY2025
Revenue
$328K
FY2022▲ +23%
Revenue by fiscal year
FY2021$267K
FY2022$328K
FY2023$321K
FY2024$310K
FY2025$248K
Expenses
$360K
FY2022▲ +53%
Expenses by fiscal year
FY2021$235K
FY2022$360K
FY2023$228K
FY2024$399K
FY2025$259K
Net assets
$123K
FY2022▼ -21%
Net assets by fiscal year
FY2021$154K
FY2022$123K
FY2023$222K
FY2024$126K
FY2025$116K

From the FY2022 Form 990 (year ending June 2022) · see the original

You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2024 (typical filing lag)
Legal name (IRS)Hdr · item CRoosevelt Elementary School PTA
EINHdr · item D23-7102390
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFJan 1973
Latest filingForm 990FY2025 · Form 990
Principal addressHdr · item CTampa, FL
NTEE classificationIRS BMFNonprofit

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.78 Management & general $0.01 Fundraising $0.21
Program services78%$282K
Management & general1%$3K
Fundraising21%$75K
Total functional expensesLn 25$360K

Financial health

Is it on solid ground?

Program efficiency
78%
of spending reaches programs
Operating runway
4.1mo
months of highly liquid reserves at operating expense rate
Surplus margin
-10%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2022 · Form 990
Total assets
$123K
FY2022▼ -21%
Total assets by fiscal year
FY2021$154K
FY2022$123K
FY2023$222K
FY2024$126K
FY2025$116K
Total liabilities
$0
FY2022
Total liabilities by fiscal year
FY2021$0
FY2022$0
FY2023$0
FY2024$0
FY2025$0
Revenue less expensesPt I · Ln 19−$32K
Total assetsPt X · Ln 16$123K
Program-expense ratioPt IX · col B78%
Voting members of governing bodyPt I · Ln 37
Independent voting membersPt I · Ln 47

Balance Sheet

Part X · end of year
CashLn 1$123K
Total assetsLn 16$123K
Total liabilitiesLn 26$0
Total net assetsLn 32$123K
Months of cash on handcomputed4.1

Statement of Revenue

Part VIII
Other revenue$206K · 63%
Contributions & grants$121K · 37%
Other revenue63%$206K
Contributions & grants37%$121K
Total revenueLn 12$328K

Financial Metrics

Form 990 · FY2022 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $123K · Operating expenses/yr $360K
4.1 months
Where the money goes
Program services
Program services $282K · Total expenses $360K
78%
Management & General
Management & general $3K · Total expenses $360K
0.7%
Fundraising
Fundraising $75K · Total expenses $360K
21%
Cost to raise $1
Fundraising expense (2-yr avg) $76K · Solicited contributions (2-yr avg) $99K
$0.77 to raise $1 (2-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $121K · Total revenue $328K
37%
Government reliance
Government grants — · Total revenue $328K
—
Earned-income share
Program service revenue $0 · Total revenue $328K
0%
Investment reliance
Investment income $0 · Total revenue $328K
0%
Program self-sufficiency
Program service revenue $0 · Total expenses $360K
0%
Growth & trend
Revenue growth (YoY)
This year $328K · Prior year $267K
+23%
Net-asset trend (YoY)
End of year $123K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $328K · Expenses $360K
-10%
Liabilities-to-Assets
Total liabilities — · Total assets $123K
—
Net-asset ratio
Net assets $123K · Total assets $123K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $123K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Kathy Yates · Reported title President · Highest reported compensation $0 · Total expenses $360K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $360K
—
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 78%——
Overhead ratio 0.7%——
Fundraising cost ratio 62%——
Revenue growth 23%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
President
$0Pt VII · Sec A
VP of Volunteers
$0Pt VII · Sec A
Tresurer
$0Pt VII · Sec A
$0Pt VII · Sec A
VP of Activities
$0Pt VII · Sec A
VP of Communications
$0Pt VII · Sec A
VP of Fundraising
$0Pt VII · Sec A
See Roosevelt Elementary School PTA executive salaries →

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Governance & Policies

Part VI
  • 7Voting board membersPt VI · Ln 1a
  • 7Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aNo
  • Whistleblower policyPt VI · Ln 13No
  • Document retention policyPt VI · Ln 14No
  • Top official’s pay independently reviewedPt VI · Ln 15aNo
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Supports children and youth at Roosevelt Elementary in their homes, school, and community.

Provided by the organization

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Mission & Programs · Part III

Where the work happens

3 program services account for $282K of program spending, described in the organization's own filed words · FY2021.
01

Academic enrichment for over 700 studens providing workbooks, equipment, primary grades literacy daily planners, writing enrichment curriculum. Provided after school enrichment programs in areas of science, art, technology and physical education

$152Kprogram expense
02

Technology includes computers, smart boards, projector, tablets, webcam & lawsom

$120Kprogram expense
03

Teacher and Staff Request

Fulfilled requests from teachers for academic enrichiment for over 700 students in all grade levels which include reading curriculum, writing enrichment, literacy centers, books, social studies, new magazines, planners and speech therapy curriculum.

$10Kprogram expense

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Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2025 Latest $248K$259K-20% 990 PDF
FY2024 $310K$399K-3% 990 PDF
FY2023 $321K$228K-2% 990 PDF
FY2022 Viewing $328K$360K+23% 990 PDF
FY2021 $267K$235K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2022IRS
Classification, formation year, addressIRS Business Master File
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