Civic Intelligence

Sunlake Academy of Math and Science Ptso Inc.

990EZ • Fiscal year 2020 • EIN 82-3094879

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 05, 2020

Organization ProfileWWW.SUNLAKEACADEMY.ORG/SAMS-COMMUNITY
18681 N Dale Mabry HwyLutz, FL 33548

(813) 943-2400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

10th percentile

-75%

Higher net margin than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

6th percentile

-61%

Faster asset growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

90%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$14,611

Down $7,156 (-33%) from 2018

Net Assets

Down

$14,611

Down $7,156 (-33%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin10th percentile

Revenue

Up

$30,571

Up $6,251 (+26%) from 2018

Expenses

Up

$53,511

Up $50,958 (+1996%) from 2018

Net Income

Down

-$22,940

Down $44,707 (-205%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2018: $21,767Net Assets 2018: $21,7672018Assets 2020: $14,611Liabilities 2020: $0Net Assets 2020: $14,6112020Assets 2021: $52,464Net Assets 2021: $52,4642021Assets 2022: $94,886Net Assets 2022: $94,8862022Assets 2023: $131,912Net Assets 2023: $131,9122023Assets 2025: $67,845Net Assets 2025: $67,8452025

Highlighted filing

2020

Assets$14,611
Liabilities$0
Net Assets$14,611
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2018: $24,320Expenses 2018: $2,553Net Income 2018: $21,7672018Revenue 2020: $30,571Expenses 2020: $53,511Net Income 2020: -$22,9402020Revenue 2021: $67,179Expenses 2021: $29,326Net Income 2021: $37,8532021Revenue 2022: $79,917Expenses 2022: $37,495Net Income 2022: $42,4222022Revenue 2023: $93,954Expenses 2023: $56,927Net Income 2023: $37,0272023Revenue 2025: $105,834Expenses 2025: $171,945Net Income 2025: -$66,1112025

Highlighted filing

2020

Revenue$30,571
Expenses$53,511
Net Income-$22,940
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 5, 2020
Return Version
2019v5.0
Gross Receipts
$95,116
Mission and Program Overview

Mission

To provide support for students, teachers and staff of sunlake academy of sunlake academy of mat and science, a 501c3 organization.

Program Services

DescriptionGrantsExpenses
PARENT TEACHER ORGANIZATION CREATED TO SUPPORT SUNLAKE ACADEMY OF MATH & SCIENCE, A 501C3 ORGNIZATION.-$52,745
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN DUDLEYPresidentPT$0--
CHRISTINA PEDRAZAVice PresidePT$0--
JESSICA JOHNSTONCorrespondinPT$0--
LORI CARPENTERRecording SePT$0--
ELENA SANTAYANATreasurerPT$0--
MICHELLE BRASWELLParliamentar-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raisecraze$32,703$32,703$32,703$0
Various Fundrai$13,437$13,437$2,433$11,004
Total Events$92,475$92,475$64,545$27,930
Filing and Contact Details

Filer

Filer Name
Sunlake Academy of Math & Science
EIN
82-3094879
Address
18681 N DALE MABRY HWY, LUTZ, FL 33548

Signing Officer

Name
Lauren Dudley
Title
President
Phone
8139432400
Signed
2020-07-05
Discuss with paid preparer
Yes

Preparer

Firm
Coulter Aviles & Company LLC
Address
14452 BRUCE B DOWNS BLVD, TAMPA, FL 33613
Preparer
Douglas J Mortellaro CPA
Phone
8135141729
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 216 miscellaneous 429 hospitality 2,416 membership toolkit 750 sunshade project 42,300 school enrichment 6,850 total 52,961”

Form 990-ez, Part II, Line 24

“DEPOSIT 0 0 TOTAL 0 0”

Form 990-ez, Part III

“To provide support for students, teachers and staff of sunlake academy of sunlake academy of mat and science, a 501c3 organization.”

Raw XML Appendix157 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LAUREN DUDLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum08139432400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt018681 N DALE MABRY HWY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TAMPA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033548
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037551
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014611
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02641
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22940
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037551
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014611
IRS990EZ/FundraisingGrossIncomeAmt092475
IRS990EZ/GrossReceiptsAmt095116
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037551
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014611
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037551
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014611
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAUREN DUDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTINA PEDRAZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA JOHNSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LORI CARPENTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELENA SANTAYANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELLE BRASWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052961
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT FOR STUDENTS, TEACHERS AND STAFF OF SUNLAKE ACADEMY OF SUNLAKE ACADEMY OF MAT AND SCIENCE, A 501C3 ORGANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARENT TEACHER ORGANIZATION CREATED TO SUPPORT SUNLAKE ACADEMY OF MATH & SCIENCE, A 501C3 ORGNIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052745
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt064545
IRS990EZ/SpecialEventsNetIncomeLossAmt027930
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053511
IRS990EZ/TotalProgramServiceExpensesAmt052745
IRS990EZ/TotalRevenueAmt030571
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SUNLAKEACADEMY.ORG/SAMS-COMMUNITY
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02641
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03853
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt044335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt050829
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0175131
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt050829
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02641
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03853
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt044335
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt050829
IRS990ScheduleA/TotalSupportAmt050829
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt064545
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RAISECRAZE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013437
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt032703
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt046335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt092475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013437
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt032703
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt046335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt092475
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027930
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt029409
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt064545
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02433
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt032703
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 216 MISCELLANEOUS 429 HOSPITALITY 2,416 MEMBERSHIP TOOLKIT 750 SUNSHADE PROJECT 42,300 SCHOOL ENRICHMENT 6,850 TOTAL 52,961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEPOSIT 0 0 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE SUPPORT FOR STUDENTS, TEACHERS AND STAFF OF SUNLAKE ACADEMY OF SUNLAKE ACADEMY OF MAT AND SCIENCE, A 501C3 ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN DUDLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08139432400
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNLAKE ACADEMY OF MATH & SCIENCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTSO INC
ReturnHeader/Filer/BusinessNameControlTxt0SUNL
ReturnHeader/Filer/EIN0823094879
ReturnHeader/Filer/USAddress/AddressLine1Txt018681 N DALE MABRY HWY
ReturnHeader/Filer/USAddress/CityNm0LUTZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033548
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId045F26CBE479BDE36C29654653828D946BCCA71BA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0463087E78089C22332CF12A4071F68DFEAA9D347
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.144.132.50
ReturnHeader/FilingSecurityInformation/IPDt02020-07-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:58:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200998468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COULTER AVILES & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014452 BRUCE B DOWNS BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033613
ReturnHeader/PreparerPersonGrp/PhoneNum08135141729
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS J MORTELLARO CPA
ReturnHeader/ReturnTs02020-07-21T11:58:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,611
Liabilities
$0
Net assets
$14,611
Revenue
$30,571
Expenses
$53,511
Net income
-$22,940
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.68$0.68$1.06$1.72$0.66
2023Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.94$0.57$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.95$0.80$0.37$0.42
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.67$0.29$0.38
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.31$0.54$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.22$0.24$0.03$0.22