Civic Intelligence

PTA Florida Congress Mitchell Elementary PTA

990EZ • Fiscal year 2018 • EIN 23-7102401

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

45th percentile

1.3%

Higher net margin than 45% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

56th percentile

4.7%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

-5.5%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$40,648

Up $1,841 (+4.7%) from 2017

Net Assets

Up

$40,648

Up $1,841 (+4.7%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$144,756

Down $8,434 (-5.5%) from 2017

Expenses

Down

$142,915

Down $13,448 (-8.6%) from 2017

Net Income

Up

$1,841

Up $5,014 (+158%) from 2017

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

2018

Assets$40,648
Liabilities-
Net Assets$40,648

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

2018

Revenue$144,756
Expenses$142,915
Net Income$1,841
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$157,970
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.-$61,379
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 700 STUDENTS.-$27,381
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.-$19,517
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.-$18,366
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERRIS POPEVP, Ways And-$0--
ALISHA STEPHENSVP, Vol & Me-$0--
CHRISTIANA THOMPSONCorrespondin-$0--
MYRA DENMANRecording Se-$0--
JEFF PEGLERPresidentPT$0--
GRAEME FRASERTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$40,893$40,893$5,737$35,156
Total Events$40,893$40,893$5,737$35,156
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
2018-11-07

Preparer

Firm
Broyles Rooks & Johnson Cpas Pa
Address
1009 W CLEVELAND ST, TAMPA, FL 33606
Preparer
Sean M Johnson
Phone
8132516603
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses 377 bank fees 52 county council & serve 90 hospitality 4,136 interim summer fund - hos 350 interim summer fund - off 703 landscaping 1,700 office expense 937 special projects 530 fall festival 2,708 sponsorships 1,792 2016-2017 school year 4,042 fifth grade events 19,517 afterschool enrichment 40,659 art night 8,338 boxtops 264 family outreach 2,181 guidance 658 heritage night 119 literacy week 259 meida center 2,193 membership dues 1,313 membership expenses 325 mileage club 368 mini-grants 10,605 movie night 885 professional development 7,480 leadership training 172 rif 4,825 student incentives 1,022 student take home 1,613 teacher appreciation 2,758 teacher reimbursement 9,711 technology 5,774 weekly reader 3,909 wellness 100 total 142,465

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 700 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 Appendix174 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 700 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 377 BANK FEES 52 COUNTY COUNCIL & SERVE 90 HOSPITALITY 4,136 INTERIM SUMMER FUND - HOS 350 INTERIM SUMMER FUND - OFF 703 LANDSCAPING 1,700 OFFICE EXPENSE 937 SPECIAL PROJECTS 530 FALL FESTIVAL 2,708 SPONSORSHIPS 1,792 2016-2017 SCHOOL YEAR 4,042 FIFTH GRADE EVENTS 19,517 AFTERSCHOOL ENRICHMENT 40,659 ART NIGHT 8,338 BOXTOPS 264 FAMILY OUTREACH 2,181 GUIDANCE 658 HERITAGE NIGHT 119 LITERACY WEEK 259 MEIDA CENTER 2,193 MEMBERSHIP DUES 1,313 MEMBERSHIP EXPENSES 325 MILEAGE CLUB 368 MINI-GRANTS 10,605 MOVIE NIGHT 885 PROFESSIONAL DEVELOPMENT 7,480 LEADERSHIP TRAINING 172 RIF 4,825 STUDENT INCENTIVES 1,022 STUDENT TAKE HOME 1,613 TEACHER APPRECIATION 2,758 TEACHER REIMBURSEMENT 9,711 TECHNOLOGY 5,774 WEEKLY READER 3,909 WELLNESS 100 TOTAL 142,465
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 700 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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GRAEME FRASER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
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
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:05:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203559613
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROYLES ROOKS & JOHNSON CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01009 W CLEVELAND ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033606
ReturnHeader/PreparerPersonGrp/PhoneNum08132516603
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN M JOHNSON
ReturnHeader/ReturnTs02018-11-09T08:05:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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