Civic Intelligence

PTA Florida Congress Mitchell Elementary PTA

990EZ • Fiscal year 2019 • EIN 23-7102401

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 09, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

63rd percentile

9.8%

Higher net margin than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

80th percentile

37%

Faster asset growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

5.0%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$55,488

Up $14,840 (+37%) from 2018

Net Assets

Up

$55,488

Up $14,840 (+37%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$152,004

Up $7,248 (+5.0%) from 2018

Expenses

Down

$137,164

Down $5,751 (-4.0%) from 2018

Net Income

Up

$14,840

Up $12,999 (+706%) from 2018

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

2019

Assets$55,488
Liabilities-
Net Assets$55,488

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

2019

Revenue$152,004
Expenses$137,164
Net Income$14,840
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 9, 2019
Return Version
2018v3.2
Gross Receipts
$170,453
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.-$60,718
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 63 TEACHERS WERE IMPACTED IN ADDITION TO MORE THAN 770 STUDENTS.-$20,665
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.-$19,998
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 1540 PARENTS BENEFITED.-$16,432
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERRIS POPEVP, Ways AndPT$0--
ALISHA STEPHENSVP, Vol & MePT$0--
AMBER DELGADO-KUHNCorrespondinPT$0--
MELISSA DEMPSEYRecording SePT$0--
JEFF PEGLERPresidentPT$0--
GRAEME FRASERTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$44,055$44,055$5,898$38,157
Sporting Clays$10,587$10,587$4,384$6,203
Total Events$54,642$54,642$10,282$44,360
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
2019-03-09

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 insurance 377 bank fees 12 county council & serve 125 hospitality 97 interim summer fund - hos 57 interim summer fund - off 800 landscaping 1,530 office expense 891 special projects 618 fall festival 2,826 sponsorships 1,462 fifth grade events 19,998 afterschool enrichment 46,902 art night 9,690 boxtops 150 family outreach 1,912 guidance 872 heritage night 665 bobcat breakfast 2,169 meet the teacher 600 membership dues 1,488 membership expenses 315 mileage club 256 mini-grants 8,762 movie night 1,242 professional development 2,481 conference night dinner 781 rif 3,866 student teacher advisory 1,886 student take home 1,926 teacher appreciation 2,982 teacher reimbursement 8,772 technology 2,472 weekly reader 2,537 capital improvements 5,000 total 136,519

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 63 teachers were impacted in addition to more than 770 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 Appendix178 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/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 12 COUNTY COUNCIL & SERVE 125 HOSPITALITY 97 INTERIM SUMMER FUND - HOS 57 INTERIM SUMMER FUND - OFF 800 LANDSCAPING 1,530 OFFICE EXPENSE 891 SPECIAL PROJECTS 618 FALL FESTIVAL 2,826 SPONSORSHIPS 1,462 FIFTH GRADE EVENTS 19,998 AFTERSCHOOL ENRICHMENT 46,902 ART NIGHT 9,690 BOXTOPS 150 FAMILY OUTREACH 1,912 GUIDANCE 872 HERITAGE NIGHT 665 BOBCAT BREAKFAST 2,169 MEET THE TEACHER 600 MEMBERSHIP DUES 1,488 MEMBERSHIP EXPENSES 315 MILEAGE CLUB 256 MINI-GRANTS 8,762 MOVIE NIGHT 1,242 PROFESSIONAL DEVELOPMENT 2,481 CONFERENCE NIGHT DINNER 781 RIF 3,866 STUDENT TEACHER ADVISORY 1,886 STUDENT TAKE HOME 1,926 TEACHER APPRECIATION 2,982 TEACHER REIMBURSEMENT 8,772 TECHNOLOGY 2,472 WEEKLY READER 2,537 CAPITAL IMPROVEMENTS 5,000 TOTAL 136,519
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 63 TEACHERS WERE IMPACTED IN ADDITION TO MORE THAN 770 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/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS MITCHELL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237102401
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ReturnHeader/FilingSecurityInformation/IPTm017:54:00
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
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ReturnHeader/PreparerPersonGrp/PhoneNum08132516603
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN M JOHNSON
ReturnHeader/ReturnTs02020-03-12T17:54:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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