PTA Florida Congress - Grady Elementary School PTA

EIN: 237102322 501(c)(3)

Tampa, FL

Total Revenue
$239,990
Total Expenses
$190,790
Total Assets
$132,749
Net Assets
$132,749
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
FL
Principal Officer
Daniel Goldberg
Phone
8003735782
Tax Period
2022-07-01 to 2023-06-30

PTA Florida Congress - Grady Elementary School PTA, founded in 2000, is a small nonprofit that reported $240K in total revenue in fiscal year 2022. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $49K, a strong 21% operating margin.

Mission

The Grady Elementary PTA's primary purpose is to support the specific needs of our school and make it a better place for children to learn . Parents of students work together with teachers and school staff to volunteer at the school, raise money to support the needs of our school and link families to important school and community information. Our organization benefits approximately 600 students and 70 teachers .

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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 (2022)

Revenue Breakdown

Contributions & Grants $167,758
Program Service Revenue $72,232
Investment Income $0
Other Revenue $0
TOTAL REVENUE $239,990

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $23,117
Program Expenses $120,180
Other Expenses $190,790
TOTAL EXPENSES $190,790

Year-over-Year Comparison

2022 2021 Change
Revenue $239,990 $164,091 +0.5%
Expenses $190,790 $138,116 +0.4%
Net Income $49,200 $25,975 +0.9%
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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
100

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
11
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kristine Goas President 10
Officer
$0 $0 $0
Ivelise Revett VP Communications 2
Officer
$0 $0 $0
Nikki Baldwin VP Events 2
Officer
$0 $0 $0
Megan Pearce VP Fundraising 2
Officer
$0 $0 $0
Rebecca Rouch VP Membership 2
Officer
$0 $0 $0
Lina Goldberg VP Special Projects 2
Officer
$0 $0 $0
Janine Neward VP Sponsorship 2
Officer
$0 $0 $0
Heather Gold VP Volunteer Relations 2
Officer
$0 $0 $0
Katie Sickle Corresponding Secretary 2
Officer
$0 $0 $0
Anita Patel Secretary 2
Officer
$0 $0 $0
Dan Goldberg Treasurer 2
Officer
$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 No data No data No data No data
2024 No data No data No data No data
2023 $239,990 $190,790 $132,749 $49,200
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