Civic Intelligence

PTA Florida Congress Mitchell Elementary PTA

990EZ • Fiscal year 2016 • EIN 23-7102401

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

205 S Bungalow ParkTampa, FL 33609

(813) 480-1109

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

65th percentile

11%

Higher net margin than 65% 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

84th percentile

48%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

88th percentile

59%

Faster revenue growth than 88% of similar nonprofits.

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

Assets

Up

$41,980

Up $13,555 (+48%) from 2015

Net Assets

Up

$41,980

Up $13,555 (+48%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$128,177

Up $47,596 (+59%) from 2015

Expenses

Up

$114,622

Up $39,162 (+52%) from 2015

Net Income

Up

$13,555

Up $8,434 (+165%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2015: $28,425Net Assets 2015: $28,4252015Assets 2016: $41,980Net Assets 2016: $41,9802016Assets 2017: $38,807Net Assets 2017: $38,8072017Assets 2018: $40,648Net Assets 2018: $40,6482018Assets 2019: $55,488Net Assets 2019: $55,4882019Assets 2020: $49,503Net Assets 2020: $49,5032020Assets 2021: $18,563Liabilities 2021: $0Net Assets 2021: $18,5632021Assets 2022: $5,110Liabilities 2022: $0Net Assets 2022: $5,1102022Assets 2023: $40,077Liabilities 2023: $0Net Assets 2023: $40,0772023Assets 2024: $55,685Liabilities 2024: $0Net Assets 2024: $55,6852024

Highlighted filing

2016

Assets$41,980
Liabilities-
Net Assets$41,980

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2015: $80,581Expenses 2015: $75,460Net Income 2015: $5,1212015Revenue 2016: $128,177Expenses 2016: $114,622Net Income 2016: $13,5552016Revenue 2017: $153,190Expenses 2017: $156,363Net Income 2017: -$3,1732017Revenue 2018: $144,756Expenses 2018: $142,915Net Income 2018: $1,8412018Revenue 2019: $152,004Expenses 2019: $137,164Net Income 2019: $14,8402019Revenue 2020: $140,120Expenses 2020: $146,105Net Income 2020: -$5,9852020Revenue 2021: $63,700Expenses 2021: $94,640Net Income 2021: -$30,9402021Revenue 2022: $89,955Expenses 2022: $103,408Net Income 2022: -$13,4532022Revenue 2023: $140,144Expenses 2023: $105,177Net Income 2023: $34,9672023Revenue 2024: $158,271Expenses 2024: $142,663Net Income 2024: $15,6082024

Highlighted filing

2016

Revenue$128,177
Expenses$114,622
Net Income$13,555
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$136,608
Mission and Program Overview

Mission

Encourage parent involvement in public school

Program Services

DescriptionGrantsExpenses
THE PTA INCURRED EXPENSES DIRECTLY BENEFITING STUDENTS. INCLUDED AMONG THESE EXPENSES WERE WEEKLY READERS, THE RIF BOOK PROGRAM, VARIOUS REWARDS AND INCENTIVES FOR BEHAVIOR, STUDENT TAKE HOME SUPPLIES, WEBSITE EXPENSES, AS WELL AS MEDIA CENTER ITEMS AND AFTERSCHOOL ENRICHMENT. MORE THAN 600 STUDENTS BENEFITED FROM THESE PURCHASES.-$61,128
THE PTA PROVIDED TEACHERS WITH TEACHING SUPPLIES AND NEEDED CLASSROOM MATERIALS THAT WERE NOT SUPPLIED BY THE STATE OR COUNTY. THE PTA ALSO REIMBURSED TEACHERS FOR TEAHCING SUPPLIES/MERCHANDISE THEY PURCHASED. OVER 50 TEACHERS WERE IMPACTED IN ADDITION TO MORE THAN 600 STUDENTS.-$13,997
THE PTA HOSTED VARIOUS PROGRAMS TO INVOLVE AND ENGAGE PARENTS. INCLUDED WERE: BREAKFASTS, HERITAGE NIGHTS, ART NIGHTS, FESTIVAL NIGHTS AND COMMUNITY OUTREACH PROGRAMS. MORE THAN 1200 PARENTS BENEFITED.-$12,260
FIFTH GRADERS HAVE SPECIFIC EXPENSES FOR THEIR GRADUATION FROM ELEMENTARY SCHOOL. ITEMS BENEFITING THEIR GRADE INCLUDE A PICNIC, MEMORY T-SHIRTS, AND A "GIFT" TO THE SCHOOL TO MEMORILIZE THE CLASS.-$6,871
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH SLEDGEPresidentPT$0--
JENNY HARTVP, Ways And-$0--
CATIE WITHERSPOONVP, Vol & Me-$0--
JENNY ELLEN RUSSELLTreasurer-$0--
DEE DEE BLANDCorrespondin-$0--
BECKY FERRELL-ANTONRecording Se-$0--
MELISSA TROXELTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$37,691$37,691$4,384$33,307
Total Events$37,691$37,691$4,384$33,307
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress Mitchell
EIN
23-7102401
Address
205 S BUNGALOW PARK, TAMPA, FL 33609

Signing Officer

Name
Melissa Troxel
Title
Treasurer
Signed
2016-11-15

Preparer

Firm
Broyles Rooks & Johnson Cpas Pa
Address
515 W BAY ST STE 101, TAMPA, FL 33606
Preparer
Sean M Johnson
Phone
8132516603
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 377 bank fees 155 county council & serve 91 hospitality 3,357 marketing 208 office expense 2,368 paypal fees 161 special projects 356 fall festival 2,034 sponsorships 1,288 fifth grade events 6,872 afterschool enrichment 43,431 art night 160 bobcat buddies 35 boxtops 258 family outreach 2,501 fine arts 896 guidance 612 heritage night 774 literacy week 154 meida center 1,914 membership dues 1,295 membership expenses 496 mini-grants 3,167 movie night 2,005 professional development 6,393 leadership training 937 rif 4,500 student incentives 3,618 student take home 1,561 talent show 140 teacher appreciation 2,706 teacher reimbursement 7,867 technology 1,980 weekly reader 3,221 wellness 137 total 108,025

Form 990-ez, Part III, Line 29

The pta provided teachers with teaching supplies and needed classroom materials that were not supplied by the state or county. The pta also reimbursed teachers for teahcing supplies/merchandise they purchased. Over 50 teachers were impacted in addition to more than 600 students.

Form 990-ez, Part III, Line 30

The pta incurred expenses directly benefiting students. Included among these expenses were weekly readers, the rif book program, various rewards and incentives for behavior, student take home supplies, website expenses, as well as media center items and afterschool enrichment. More than 600 students benefited from these purchases.

Form 990-ez, Part III, Line 31

Fifth graders have specific expenses for their graduation from elementary school. Items benefiting their grade include a picnic, memory t-shirts, and a "gift" to the school to memorilize the class.

Raw XML Appendix171 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE PTA PROVIDED TEACHERS WITH TEACHING SUPPLIES AND NEEDED CLASSROOM MATERIALS THAT WERE NOT SUPPLIED BY THE STATE OR COUNTY. THE PTA ALSO REIMBURSED TEACHERS FOR TEAHCING SUPPLIES/MERCHANDISE THEY PURCHASED. OVER 50 TEACHERS WERE IMPACTED IN ADDITION TO MORE THAN 600 STUDENTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 377 BANK FEES 155 COUNTY COUNCIL & SERVE 91 HOSPITALITY 3,357 MARKETING 208 OFFICE EXPENSE 2,368 PAYPAL FEES 161 SPECIAL PROJECTS 356 FALL FESTIVAL 2,034 SPONSORSHIPS 1,288 FIFTH GRADE EVENTS 6,872 AFTERSCHOOL ENRICHMENT 43,431 ART NIGHT 160 BOBCAT BUDDIES 35 BOXTOPS 258 FAMILY OUTREACH 2,501 FINE ARTS 896 GUIDANCE 612 HERITAGE NIGHT 774 LITERACY WEEK 154 MEIDA CENTER 1,914 MEMBERSHIP DUES 1,295 MEMBERSHIP EXPENSES 496 MINI-GRANTS 3,167 MOVIE NIGHT 2,005 PROFESSIONAL DEVELOPMENT 6,393 LEADERSHIP TRAINING 937 RIF 4,500 STUDENT INCENTIVES 3,618 STUDENT TAKE HOME 1,561 TALENT SHOW 140 TEACHER APPRECIATION 2,706 TEACHER REIMBURSEMENT 7,867 TECHNOLOGY 1,980 WEEKLY READER 3,221 WELLNESS 137 TOTAL 108,025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PTA PROVIDED TEACHERS WITH TEACHING SUPPLIES AND NEEDED CLASSROOM MATERIALS THAT WERE NOT SUPPLIED BY THE STATE OR COUNTY. THE PTA ALSO REIMBURSED TEACHERS FOR TEAHCING SUPPLIES/MERCHANDISE THEY PURCHASED. OVER 50 TEACHERS WERE IMPACTED IN ADDITION TO MORE THAN 600 STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PTA INCURRED EXPENSES DIRECTLY BENEFITING STUDENTS. INCLUDED AMONG THESE EXPENSES WERE WEEKLY READERS, THE RIF BOOK PROGRAM, VARIOUS REWARDS AND INCENTIVES FOR BEHAVIOR, STUDENT TAKE HOME SUPPLIES, WEBSITE EXPENSES, AS WELL AS MEDIA CENTER ITEMS AND AFTERSCHOOL ENRICHMENT. MORE THAN 600 STUDENTS BENEFITED FROM THESE PURCHASES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FIFTH GRADERS HAVE SPECIFIC EXPENSES FOR THEIR GRADUATION FROM ELEMENTARY SCHOOL. ITEMS BENEFITING THEIR GRADE INCLUDE A PICNIC, MEMORY T-SHIRTS, AND A "GIFT" TO THE SCHOOL TO MEMORILIZE THE CLASS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
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ReturnHeader/Filer/EIN0237102401
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ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN M JOHNSON
ReturnHeader/ReturnTs02016-11-15T07:52:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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