Civic Intelligence

PTA Florida Congress Mitchell Elementary PTA

990EZ • Fiscal year 2017 • EIN 23-7102401

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 16, 2017

205 S Bungalow ParkTampa, FL 33609

(813) 875-6324

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

35th percentile

-2.1%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

32nd percentile

-7.6%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$38,807

Down $3,173 (-7.6%) from 2016

Net Assets

Down

$38,807

Down $3,173 (-7.6%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$153,190

Up $25,013 (+20%) from 2016

Expenses

Up

$156,363

Up $41,741 (+36%) from 2016

Net Income

Down

-$3,173

Down $16,728 (-123%) from 2016

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

2017

Assets$38,807
Liabilities-
Net Assets$38,807

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

2017

Revenue$153,190
Expenses$156,363
Net Income-$3,173
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 16, 2017
Return Version
2016v3.0
Gross Receipts
$169,579
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.-$90,699
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 TEACHING SUPPLIES/MERCHANDISE THEY PURCHASED. OVER 50 TEACHERS WERE IMPACTED IN ADDITION TO MORE THAN 600 STUDENTS.-$19,387
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.-$11,230
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.-$7,770
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH SLEDGEPresidentPT$0--
NICOLE MULROONEYVP, Ways And-$0--
CATIE WITHERSPOONVP, Vol & Me-$0--
CHRISTIANA THOMPSONCorrespondin-$0--
MYRA DENMANRecording Se-$0--
MELISSA TROXELTreasurerPT$0--
JEFF PEGLERPresident-El-$0--
GRAEME FRASERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$40,113$40,113$5,662$34,451
Total Events$40,113$40,113$5,662$34,451
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
Graeme Fraser
Title
Treasurer
Signed
2017-11-16

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 69 hospitality 4,405 landscaping 2,100 marketing 78 office expense 1,415 fall festival 2,093 sponsorships 673 2016-2017 school year 7,703 fifth grade events 7,770 afterschool enrichment 64,237 art night 200 boxtops 271 family outreach 1,270 fine arts 971 guidance 648 heritage night 520 literacy week 160 meida center 2,014 membership dues 1,398 membership expenses 491 mileage club 269 mini-grants 6,974 movie night 1,676 professional development 5,922 leadership training 1,513 rif 4,344 student incentives 5,260 student take home 1,749 talent show 95 teacher appreciation 2,829 teacher reimbursement 9,313 technology 8,590 weekly reader 3,212 wellness 217 total 150,826

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 teaching 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 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.

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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 TEACHING SUPPLIES/MERCHANDISE THEY PURCHASED. OVER 50 TEACHERS WERE IMPACTED IN ADDITION TO MORE THAN 600 STUDENTS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3FIFTH 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 377 BANK FEES 69 HOSPITALITY 4,405 LANDSCAPING 2,100 MARKETING 78 OFFICE EXPENSE 1,415 FALL FESTIVAL 2,093 SPONSORSHIPS 673 2016-2017 SCHOOL YEAR 7,703 FIFTH GRADE EVENTS 7,770 AFTERSCHOOL ENRICHMENT 64,237 ART NIGHT 200 BOXTOPS 271 FAMILY OUTREACH 1,270 FINE ARTS 971 GUIDANCE 648 HERITAGE NIGHT 520 LITERACY WEEK 160 MEIDA CENTER 2,014 MEMBERSHIP DUES 1,398 MEMBERSHIP EXPENSES 491 MILEAGE CLUB 269 MINI-GRANTS 6,974 MOVIE NIGHT 1,676 PROFESSIONAL DEVELOPMENT 5,922 LEADERSHIP TRAINING 1,513 RIF 4,344 STUDENT INCENTIVES 5,260 STUDENT TAKE HOME 1,749 TALENT SHOW 95 TEACHER APPRECIATION 2,829 TEACHER REIMBURSEMENT 9,313 TECHNOLOGY 8,590 WEEKLY READER 3,212 WELLNESS 217 TOTAL 150,826
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 TEACHING 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
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS MITCHELL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237102401
ReturnHeader/Filer/USAddress/AddressLine1Txt0205 S BUNGALOW PARK
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033609
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203559613
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROYLES ROOKS & JOHNSON CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0515 W BAY ST STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033606
ReturnHeader/PreparerPersonGrp/PhoneNum08132516603
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN M JOHNSON
ReturnHeader/ReturnTs02017-11-17T14:47:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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