PTA Florida Congress Tanglewood Elementary PTA
Nonprofit profile at a glance
- EIN
- 237232239
- IRS 990-EZ coverage
- 2020–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2014
- Location
- Fort Myers, FL, USA
- Phone
- 2399360891
- Rating
- 55
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $77,334
- Expenses
- $47,302
- Assets
- $84,544
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- Jennifer Atherton (President)
- Kacey Schneider (Vice President)
People named in this filing
- Jennifer Atherton (President)
- Kacey Schneider (Vice President)
- Katie Gayle (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Advocate for all Children
What it reported doing in 2025
The Field Trip Grant is budgeted at $25/student x 800 students = $20000of which $14,818 was used. This purpose of this Grant is to provide asupplement of funds to help grade levels provide enriching fieldtrip opportunities to all students.
Operating model
- Revenue model
- Other-operating. 92% of the money available for current operations came from other operating revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 31
- Transparency & Controls: 82
- Sustainability: 65
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 24.8%; rating input score 25
- Program expense ratio: 40.5%; rating input score 41
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 38.8%; rating input score 85; 85th percentile among comparable filings
- Total-asset coverage ratio: 1.79; rating input score 63; 63rd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -11.1% per year; rating input score 0; 27th percentile among comparable filings
- Revenue growth: 3.3% per year; rating input score 100; 63rd percentile among comparable filings
- Asset growth: 0.7% per year; rating input score 100; 41st percentile among comparable filings
Details
- Where the money goes: 24.8% of revenue deployed · 40.5% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $19K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 6 of 7 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 6 filing years from 2020 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 25/100.
- Moderate — Financial Efficiency: Program expense ratio scored 41/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Program expense growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.