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

The purpose of the Foundation is to receive donations and grants of money or property of any kind or value and disburse those funds and/or otherwise act in any manner designed to preserve and record the history of Henry Mitchell Elementary School, promote public education, support the curriculum of Henry Mitchell Elementary School, beautify Henry Mitchell Elementary School and its grounds, support the faculty and Parent/Teacher Association ("PTA") of Henry Mitchell Elementary School in their efforts to provide the best possible educational experience, and advance any other lawful purpose not for pecuniary profit that relates to Henry Mitchell Elementary School, and such other exclusively charitable, scientific, literary, and educational purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1986, as amended.

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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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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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