Roosevelt Elementary School PTA FY2024 filing

Tax-deductible

Tampa, FL501(c)(3)EIN 23-7102390

To promote the welfare of children and youth who attend Roosevelt Elementary in their home, school and community.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $1K a year · under 1% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 3.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$310K
-3% vs prior year
Spent
$399K
To programs
82%
Net assets
$126K
By yearFY2021–FY2025
Revenue
$310K
FY2024▼ -3%
Revenue by fiscal year
FY2021$267K
FY2022$328K
FY2023$321K
FY2024$310K
FY2025$248K
Expenses
$399K
FY2024▲ +75%
Expenses by fiscal year
FY2021$235K
FY2022$360K
FY2023$228K
FY2024$399K
FY2025$259K
Net assets
$126K
FY2024▼ -43%
Net assets by fiscal year
FY2021$154K
FY2022$123K
FY2023$222K
FY2024$126K
FY2025$116K

From the FY2024 Form 990 (year ending June 2024) · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1973.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $328K Management & general 0% · $1K Fundraising 17% · $70K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
President
$0Pt VII · Sec A
President
$0Pt VII · Sec A
VP of Activities
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
VP of Volunteers
$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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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

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

Provided by the organization

This section is blank until Roosevelt Elementary School PTA claims this page.

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3 program services account for $328K of program spending, described in the organization's own filed words · FY2023.
01

Academic enrichment for over 700 students 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

$229Kprogram expense
02

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

$88Kprogram 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.

$11Kprogram expense

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By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$310K
Ln 12
Other incomeLn 4–11$188K
Gifts and grantsLn 1h$122K
Money outPt IX
$399K
Ln 25
Programscol B$328K
Managementcol C$1K
Fundraisingcol D$70K
Owns and owesPt X
$126K
net assets · Ln 32
Cash and savingsLn 1–2$126K
Total assetsLn 16$126K
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$122K
Fundraising eventsLn 1c$119K
Other incomeLn 4–11$188K
Total revenueLn 12$310K
Assets in detailPt X, end of year
CashLn 1$126K
Cash and savings togetherLn 1–2$126K
Total assetsLn 16$126K
LiabilitiesLn 26$0
Net assetsLn 32$126K
OperationsPt I, VI
EmployeesI 50
VolunteersI 6150
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$222K$126K
Total assetsLn 16$222K$126K
LiabilitiesLn 26$0$0
Net assetsLn 32$222K$126K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Advertising and promotionLn 12$6K$0$0$6K
InsuranceLn 23$378$0$0$378
Other expenses (24a–d)Ln 24$300K$300K$0$0
All other expensesLn 24e$93K$28K$1K$63K
Total functional expensesLn 25$399K$328K$1K$70K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $248K$259K−$11K$116K 990 PDF
FY2024 Viewing $310K$399K−$89K$126K 990 PDF
FY2023 $321K$228K$93K$222K 990 PDF
FY2022 $328K$360K−$32K$123K 990 PDF
FY2021 $267K$235K$32K$154K 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
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $310,209 across 6 lines filed
Lines not itemized here account for $2,790 of total revenue; see the IRS return.
VIII-1b Membership dues$3,189
VIII-1c Fundraising events$118,996
VIII-1h Total contributions, gifts and grants$122,185
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $183,218$183,218
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $0 · Unrelated business $0 · Excluded from tax $2,016$2,016
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $188,024$310,209
Part IX · Statement of functional expenses $399,002 across 4 lines filed
IX-12 Advertising and promotionPrograms $0 · Management $0 · Fundraising $6,129$6,129
IX-23 InsurancePrograms $0 · Management $0 · Fundraising $378$378
IX-24 Other expenses (24a–d)Programs $299,841 · Management $0 · Fundraising $0$299,841
IX-24e All other expensesPrograms $28,150 · Management $1,427 · Fundraising $63,077$92,654
IX-25 Total functional expensesPrograms $327,991 · Management $1,427 · Fundraising $69,584$399,002
Part X · Balance sheet $126,473 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $221,906$126,473
X-16 Total assetsStart of year $221,906$126,473
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $221,906$126,473
X-32 Total net assets or fund balancesStart of year $221,906$126,473
X-33 Total liabilities and net assetsStart of year $221,906$126,473
Part XI · Reconciliation of net assets $126,473 net assets at year end
XI-1 Total revenue$310,209
XI-2 Total expenses$399,002
XI-3 Revenue less expenses−$88,793
XI-4 Net assets at start of year$221,906
XI-10 Net assets at end of year$126,473

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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