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)

4 risk indicators measuring financial stability and operational resilience

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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

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

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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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