Civic Intelligence

Pinnacle Academy South Tampa PTO Inc.

EIN 81-4063925 • 501(c)3 • Tampa, FL

Pub. 78 Eligible990-N Coverage

Profile

PTO supporting school for children with exceptionalities

207 Como StreetTampa, FL 33606

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.32x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

92nd percentile

0.52x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

11th percentile

-75%

Higher net margin than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

26th percentile

-32%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-53%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$98,579

Down $45,529 (-32%) from 2021

Liabilities

Down

$31,533

Down $3 (-0.0%) from 2021

Net Assets

Down

$67,046

Down $45,526 (-40%) from 2021

Revenue

Down

$61,089

Down $68,628 (-53%) from 2021

Expenses

Up

$106,615

Up $81,086 (+318%) from 2021

Net Income

Down

-$45,526

Down $149,714 (-144%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2021: $144,108Liabilities 2021: $31,536Net Assets 2021: $112,5722021Assets 2022: $98,579Liabilities 2022: $31,533Net Assets 2022: $67,0462022

Highlighted filing

2022

Assets$98,579
Liabilities$31,533
Net Assets$67,046

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2021: $129,717Expenses 2021: $25,529Net Income 2021: $104,1882021Revenue 2022: $61,089Expenses 2022: $106,615Net Income 2022: -$45,5262022

Highlighted filing

2022

Revenue$61,089
Expenses$106,615
Net Income-$45,526

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$104,143
Mission and Program Overview

Mission

PTO supporting school for children with exceptionalities

Program Services

DescriptionGrantsExpenses
Purchases to support Tampa Pinnacle Academy, a private nondenominational school, specializing in the education of children with exceptionalities.$0$96,129
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Audra ChielliniPresident-$0--
Sherrie HanrahanVP / TreasurerPT$0--
Ashley MarchettiPresident-$0--
Gary GarrisonTreasurer-$0--
Jen SingletonVP Fundraising-$0--
Kim KlaceVP Support/Community-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala / Auction$38,170$38,170$32,698$5,472
Golf Outing$31,106$31,106$1,205$29,901
Total Events$69,276$69,276$43,054$26,222
Filing and Contact Details

Filer

Filer Name
Pinnacle Academy South Tampa PTO Inc
EIN
81-4063925
Phone
8137877461
Address
207 Como Street, Tampa, FL 33606

Signing Officer

Name
Gary Garrison
Title
Treasurer
Phone
8137877461
Signed
2023-11-07

Preparer

Firm
Kristina Helferty CPA
Address
2715 Cypress Dr, Clearwater, FL 33763
Preparer
Kristina Helferty
Phone
7273102000
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Software Subscription 1710.

Form 990EZ, Part I, Line 16

Scholastic Magazine Subscription 655.

Form 990EZ, Part I, Line 16

Metal Fence 2840.

Form 990EZ, Part I, Line 16

Ipads for Student Educational Use 10476.

Form 990EZ, Part I, Line 16

TVs and Projector for Student Educational Use 6066.

Form 990EZ, Part I, Line 16

Playground Set 35300.

Form 990EZ, Part I, Line 16

Luncheones, snacks, teacher appreciation 3622.

Form 990EZ, Part I, Line 16

Windos 10440.

Form 990EZ, Part I, Line 16

Refrigerator and bottle filing station 3284.

Form 990EZ, Part I, Line 16

Rice Physchology Group 9600.

Form 990EZ, Part I, Line 16

Field Trips Transportation 1275.

Form 990EZ, Part I, Line 16

Tables, desk and chairs 4331.

Form 990EZ, Part I, Line 16

Turf for play area 12517.

Form 990EZ, Part I, Line 16

General expenses 793.

Form 990EZ, Part I, Line 16

Community Outreach 3645.

Form 990EZ, Part I, Line 16

Fees 61.

Raw XML Appendix224 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.

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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt0106615
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalRevenueAmt061089
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0104142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0129717
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0237703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/PublicSupportTotal509Amt0231863
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt05840
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt05840
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IRS990ScheduleA/Total509Grp/TotalAmt0237703
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Software Subscription 1710.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Scholastic Magazine Subscription 655.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Metal Fence 2840.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Ipads for Student Educational Use 10476.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TVs and Projector for Student Educational Use 6066.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Playground Set 35300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Luncheones, snacks, teacher appreciation 3622.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Windos 10440.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Refrigerator and bottle filing station 3284.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Rice Physchology Group 9600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Field Trips Transportation 1275.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Tables, desk and chairs 4331.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Turf for play area 12517.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13General expenses 793.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Community Outreach 3645.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Fees 61.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary Garrison
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08137877461
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pinnacle Academy South Tampa PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0PINN
ReturnHeader/Filer/EIN0814063925
ReturnHeader/Filer/PhoneNum08137877461
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ReturnHeader/Filer/USAddress/CityNm0Tampa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033606
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462373309
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kristina Helferty CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02715 Cypress Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Clearwater
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033763
ReturnHeader/PreparerPersonGrp/PhoneNum07273102000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristina Helferty
ReturnHeader/ReturnTs02023-12-04T05:53:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Gary
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Garrison
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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