PTA FLORIDA CONGRESS MITCHELL ELEMENTARY PTA

EIN: 237102401 501(c)(3)

TAMPA, FL

Total Revenue
$200,655
Total Expenses
$209,616
Total Assets
$19,476
Net Assets
$19,476
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1971
Legal Domicile
FL
Principal Officer
JORDAN MCDONALD
Phone
8134098643
Tax Period
2024-07-01 to 2025-06-30

PTA FLORIDA CONGRESS MITCHELL ELEMENTARY PTA, founded in 1971, is a small nonprofit that reported $201K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

ENCOURAGE PARENT INVOLVEMENT IN PUBLIC SCHOOL

Program Service Accomplishments

Program 1
Expenses: $22,783 Revenue: $0

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...

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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.

Program 2
Expenses: $33,813 Revenue: $0

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...

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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.

Program 3
Expenses: $129,934 Revenue: $0

THE PTA INCURRED EXPENSES DIRECTLY BENEFITING STUDENTS. INCLUDED AMONG THESE EXPENSES WERE WEEKLY READERS, THE RIF BOOK PROGRAM & OTHER LITERACY PROGRAMS, GUIDANCE & BOBCAT BUDDIES PROGRAMS, STUDENT...

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THE PTA INCURRED EXPENSES DIRECTLY BENEFITING STUDENTS. INCLUDED AMONG THESE EXPENSES WERE WEEKLY READERS, THE RIF BOOK PROGRAM & OTHER LITERACY PROGRAMS, GUIDANCE & BOBCAT BUDDIES PROGRAMS, STUDENT TAKE HOME SUPPLIES, WEBSITE EXPENSES, TECHNOLOGY PROGRAMS, FITNESS/WELLNESS PROGRAMS, AS WELL AS MEDIA CENTER ITEMS AND AFTERSCHOOL ENRICHMENT. MORE THAN 770 STUDENTS BENEFITED FROM THESE PURCHASES.

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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 $64,597
Program Service Revenue $133,630
Investment Income $0
Other Revenue $2,428
TOTAL REVENUE $200,655

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $209,616
Other Expenses $209,616
TOTAL EXPENSES $209,616

Year-over-Year Comparison

2024 2023 Change
Revenue $200,655 $158,271 +0.3%
Expenses $209,616 $142,663 +0.5%
Net Income $-8,961 $15,608 -1.6%
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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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
204

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
5
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHALYA TALBERT PRESIDENT 1.50
Officer
$0 $0 $0
JORDAN MCDONALD TREASURER 1.50
Officer
$0 $0 $0
NIKKI OKICKI VP, WAYS AND MEANS 0.5
Officer
$0 $0 $0
MEGAN DOBBS VP, VOLUNTEERS AND MEMBERSHIP 0.5
Officer
$0 $0 $0
JENNA LEE HUGHES RECORDING SECRETARY 0.5
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 $200,655 $209,616 $19,476 $-8,961
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