Liabilities / Assets
82nd percentile
Higher debt load relative to assets than 82% of similar nonprofits.
The Lakeville PTA Inc
EIN 27-3990169 • 501(c)3 • Great Neck, NY
Profile
1.to support and better the education of the school's children by promoting an understanding between home and school 2.to support and supplement special education, extra curriculum and after school programs 3.to gather information on all matters concerning the children 4.to be organized and operated exclusively for charitable, educational, and scientific purposes
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.01x
Liabilities / Revenue
81st percentile
Higher debt load relative to revenue than 81% of similar nonprofits.
Net Margin
48th percentile
Higher net margin than 48% of similar nonprofits.
Top Officer Pay
97th percentile
Higher top officer pay than 97% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
60th percentile
Faster asset growth than 60% of similar nonprofits.
Revenue Growth
57th percentile
Faster revenue growth than 57% of similar nonprofits.
Balance Sheet
Assets
Up$65,926
Up $7,117 (+12%) from 2024
Liabilities
$550
No earlier filing loaded for comparison.
Net Assets
Up$65,376
Up $6,567 (+11%) from 2024
Revenue
Up$119,361
Up $8,101 (+7.3%) from 2024
Expenses
Up$112,794
Up $8,599 (+8.3%) from 2024
Net Income
Down$6,567
Down $498 (-7.0%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $65,926
- Liabilities
- $550
- Net assets
- $65,376
- Revenue
- $119,361
- Expenses
- $112,794
- Net income
- $6,567
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Nov 15, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $119,361
Mission and Program Overview
Mission
1.to support and better the education of the school's children by promoting an understanding between home and school 2.to support and supplement special education, extra curriculum and after school programs 3.to gather information on all matters concerning the children 4.to be organized and operated exclusively for charitable, educational, and scientific purposes
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SUPPORT THE SCHOOL IN ITS EDUCATIONAL AND CHARITABLE INITIATIVES | - | $112,794 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| YI YI SUN | Co-President | PT | $0 | - | - |
| YAOWAPA YAEL FREEMAN | Co-President | PT | $0 | - | - |
| JESSIE YEUNG | Co-Treasurer | PT | $0 | - | - |
| LISA VERGHESE | Co-Treasurer | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- The Lakeville Pta Inc
- EIN
- 27-3990169
- Phone
- 5164414300
- Address
- 47-27 JAYSON AVENUE, GREAT NECK, NY 11020
Signing Officer
- Name
- Yi Yi Sun
- Title
- Co-president
- Phone
- 5164414300
- Signed
- 2025-11-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Hoffman & Bentovim Cpas Pc
- Address
- 6500 JERICHO TURNPIKE STE 206, COMMACK, NY 11725-2907
- Preparer
- Adam C Hoffman
- Phone
- 6314991500
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses office expense 2,275 dues 895 pta sponsored events 91,431 gifts to school 17,576 bank service charges 27 amortization expense 40 total 112,244”
Form 990-ez, Part II, Line 24
“Equipment 2,058 2,058 less accumulated depreciation 2,058 2,058 start up costs 600 600 less accumulated amortization 480 520 total 120 80”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 0 550”
Form 990-ez, Part III
“1.to support and better the education of the school's children by promoting an understanding between home and school 2.to support and supplement special education, extra curriculum and after school programs 3.to gather information on all matters concerning the children 4.to be organized and operated exclusively for charitable, educational, and scientific purposes”
Raw XML Appendix145 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | TREASURER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5164414300 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 47-27 JAYSON AVENUE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | GREAT NECK |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 11020 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 58689 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 65846 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1164 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 6567 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 550 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 58809 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 65926 |
| IRS990EZ/GrossReceiptsAmt | 0 | 119361 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 12691 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 58809 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 65376 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 58809 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 65376 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | YI YI SUN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | YAOWAPA YAEL FREEMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JESSIE YEUNG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LISA VERGHESE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CO-PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | CO-PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | CO-TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | CO-TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 120 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 80 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 112244 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 1.TO SUPPORT AND BETTER THE EDUCATION OF THE SCHOOL'S CHILDREN BY PROMOTING AN UNDERSTANDING BETWEEN HOME AND SCHOOL 2.TO SUPPORT AND SUPPLEMENT SPECIAL EDUCATION, EXTRA CURRICULUM AND AFTER SCHOOL PROGRAMS 3.TO GATHER INFORMATION ON ALL MATTERS CONCERNING THE CHILDREN 4.TO BE ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 105506 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SUPPORT THE SCHOOL IN ITS EDUCATIONAL AND CHARITABLE INITIATIVES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 112794 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 550 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 112794 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 112794 |
| IRS990EZ/TotalRevenueAmt | 0 | 119361 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.GREATNECK.K12.NY.US/LV |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 1164 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1547 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 906 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1030 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1812 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 6459 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 118197 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 109713 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 102646 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 74655 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 45943 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 451154 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 457613 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 119361 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 111260 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 103552 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 75685 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 47755 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 457613 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 119361 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 111260 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 103552 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 75685 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 47755 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 457613 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE EXPENSE 2,275 DUES 895 PTA SPONSORED EVENTS 91,431 GIFTS TO SCHOOL 17,576 BANK SERVICE CHARGES 27 AMORTIZATION EXPENSE 40 TOTAL 112,244 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EQUIPMENT 2,058 2,058 LESS ACCUMULATED DEPRECIATION 2,058 2,058 START UP COSTS 600 600 LESS ACCUMULATED AMORTIZATION 480 520 TOTAL 120 80 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 550 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 1.TO SUPPORT AND BETTER THE EDUCATION OF THE SCHOOL'S CHILDREN BY PROMOTING AN UNDERSTANDING BETWEEN HOME AND SCHOOL 2.TO SUPPORT AND SUPPLEMENT SPECIAL EDUCATION, EXTRA CURRICULUM AND AFTER SCHOOL PROGRAMS 3.TO GATHER INFORMATION ON ALL MATTERS CONCERNING THE CHILDREN 4.TO BE ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | YI YI SUN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CO-PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5164414300 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE LAKEVILLE PTA INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LAKE |
| ReturnHeader/Filer/EIN | 0 | 273990169 |
| ReturnHeader/Filer/PhoneNum | 0 | 5164414300 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 47-27 JAYSON AVENUE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | GREAT NECK |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 11020 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 113123454 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | HOFFMAN & BENTOVIM CPAS PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 6500 JERICHO TURNPIKE STE 206 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | COMMACK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 117252907 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6314991500 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-10-28 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ADAM C HOFFMAN |
| ReturnHeader/ReturnTs | 0 | 2025-10-28T15:42:17-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.