Henry Mitchell Elementary Foundation Inc

EIN: 201717289 501(c)(3) Education

Tampa, FL

Total Revenue
$154,706
Total Expenses
$98,017
Total Assets
$162,639
Net Assets
$162,639
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Principal Officer
Colleen Dunlop
Phone
8137651680
Tax Period
2024-07-01 to 2025-06-30

Henry Mitchell Elementary Foundation Inc is a small nonprofit in the Education sector that reported $155K in total revenue in fiscal year 2024. The organization ran a surplus of $57K, a strong 37% operating margin.

Mission

None

Program Service Accomplishments

Program 1
Expenses: $18,328

Capital Improvements - Improvement of technology and grounds of the school to enhance the educational experience of our students.

Program 2
Expenses: $60,901 Revenue: $28,824

Strings Program - providing for a paid instructor to teach and administer a Strings Music Program

Program 3
Expenses: $5,000

Extended Learning Program - funding allows students to reach their full potential by providing access to additional learning opportunities

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $82,450
Program Service Revenue $28,824
Investment Income $3,001
Other Revenue $40,431
TOTAL REVENUE $154,706

Expense Breakdown

Grants Paid $84,229
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $84,229
Other Expenses $13,788
TOTAL EXPENSES $98,017

Year-over-Year Comparison

2024 2023 Change
Revenue $154,706 $161,199 0.0%
Expenses $98,017 $129,488 -0.2%
Net Income $56,689 $31,711 +0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
21
Independent Members
21
Employees
N/A
Volunteers
21

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Richard Alley Board Member 1.00
Director
$0 $0 $0
Greg Williams Board Member 1.00
Director
$0 $0 $0
Colleen Dunlop Treasurer 2.00
Officer Director
$0 $0 $0
Shannon Holthaus President 2.00
Officer Director
$0 $0 $0
Christy Vicari Board Member 1.00
Director
$0 $0 $0
Michael Green Board Member 1.00
Director
$0 $0 $0
Kevin Dempsey Board Member 1.00
Director
$0 $0 $0
Jennifer Berry Secretary 2.00
Officer Director
$0 $0 $0
Renee Smith Board Member 1.00
Director
$0 $0 $0
Ryan Okicki Board Member 1.00
Director
$0 $0 $0
Bobby Eggleston Board Member 1.00
Director
$0 $0 $0
Livingston Hessam Board Member 1.00
Director
$0 $0 $0
Jeff Hess Board Member 1.00
Director
$0 $0 $0
Rob Johnston Board Member 1.00
Director
$0 $0 $0
Michelle Bannon Board Member 1.00
Director
$0 $0 $0
Courtney Schroeder Board Member 1.00
Director
$0 $0 $0
Fran D'Avanza Board Member 1.00
Director
$0 $0 $0
Michelle Rook Board Member 1.00
Director
$0 $0 $0
Frances Martinez Board Member 1.00
Director
$0 $0 $0
Sommer Stiles Board Member 1.00
Director
$0 $0 $0
Keysha Pickel Board Member 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $154,706 $98,017 $162,639 $56,689
2024 $161,199 $129,488 $105,950 $31,711
2023 $191,863 $287,766 $136,864 $-95,903
2022 $161,883 $121,255 $170,142 $40,628
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