Civic Intelligence

Sunlake Academy of Math and Science Ptso Inc.

990EZ • Fiscal year 2018 • EIN 82-3094879

Oct 16, 2017 to Jun 30, 2018 • Filed on Jan 30, 2019

Organization Profilewww.sunlakeacademy.org/sams-community/ptso-clone
18681 N Dale Mabry HwyLutz, FL 33548

(813) 616-5099

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

98th percentile

90%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$21,767

No earlier filing loaded for comparison.

Net Assets

$21,767

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

$24,320

No earlier filing loaded for comparison.

Expenses

$2,553

No earlier filing loaded for comparison.

Net Income

$21,767

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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 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

2018

Assets$21,767
Liabilities-
Net Assets$21,767
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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 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

2018

Revenue$24,320
Expenses$2,553
Net Income$21,767
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 16, 2017 to Jun 30, 2018
Signed
Jan 30, 2019
Return Version
2017v2.2
Gross Receipts
$44,335
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.

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

Program Services

DescriptionGrantsExpenses
PARENT TEACHER ORGANIZATION CREATED TO SUPPORT SUNLAKE ACADEMY OF MATH & SCIENCE, A 501C3 ORGANIZATION.-$22,569
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
TARA BALSEIROPresidentFT$0--
DONNA PARKERVice President-$0--
PAULA JOHNSONRecording Secretary-$0--
LISA DEZELANCorresponding SecretaryFT$0--
ELENA HATTONTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$29,431$29,431$13,104$16,327
None----
Total Events$29,431$29,431$13,104$16,327
Filing and Contact Details

Filer

Filer Name
Sunlake Academy of Math and Science Ptso Inc
EIN
82-3094879
Phone
8136165099
Address
18681 N DALE MABRY HWY, LUTZ, FL 33548

Signing Officer

Name
Elena Hatton
Title
Treasurer
Phone
8136165099
Signed
2019-01-30

Preparer

Firm
Robert Walker CPA PA
Address
2803 W Busch Blvd Ste 106, Tampa, FL 33618
Preparer
Robert Walker CPA
Phone
8136248643
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“OFFICE 777.”

Form 990EZ, Part I, Line 16

“SUPPLIES 1776.”

Raw XML Appendix143 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/PersonNm0ELENA HATTON
IRS990EZ/BooksInCareOfDetail/PhoneNum08136165099
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt018681 DALE MABRY HWY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LUTZ
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033548
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021267
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021767
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021767
IRS990EZ/FundraisingGrossIncomeAmt044335
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt044335
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021767
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021767
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TARA BALSEIRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONNA PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAULA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA DEZELAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELENA HATTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0500
IRS990EZ/OtherExpensesTotalAmt02553
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT FOR STUDENTS, TEACHERS AND STAFF OF SUNLAKE ACADEMY OF MATH AND SCIENCE, A 501C3 ORGANIZATION.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARENT TEACHER ORGANIZATION CREATED TO SUPPORT SUNLAKE ACADEMY OF MATH & SCIENCE, A 501C3 ORGANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022569
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020015
IRS990EZ/SpecialEventsNetIncomeLossAmt024320
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02553
IRS990EZ/TotalProgramServiceExpensesAmt022569
IRS990EZ/TotalRevenueAmt024320
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.sunlakeacademy.org/sams-community/ptso-clone
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt044335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt044335
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt044335
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt044335
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt044335
IRS990ScheduleA/TotalSupportAmt044335
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013104
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0NONE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029431
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016327
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013104
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICE 777.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPLIES 1776.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ELENA HATTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08136165099
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNLAKE ACADEMY OF MATH AND SCIENCE PTSO INC
ReturnHeader/Filer/BusinessNameControlTxt0SUNL
ReturnHeader/Filer/EIN0823094879
ReturnHeader/Filer/PhoneNum08136165099
ReturnHeader/Filer/USAddress/AddressLine1Txt018681 N DALE MABRY HWY
ReturnHeader/Filer/USAddress/CityNm0LUTZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033548
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09BE78A63B2B994BB80C42D3444308D342F792DD2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037D01614BBCBDEC9C1CEABF1223555DD313F2831
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.205.12.198
ReturnHeader/FilingSecurityInformation/IPDt02019-04-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:50:56
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert Walker CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02803 W Busch Blvd Ste 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tampa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033618
ReturnHeader/PreparerPersonGrp/PhoneNum08136248643
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT WALKER CPA
ReturnHeader/ReturnTs02019-04-26T10:51:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-10-16
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,767
Liabilities
-
Net assets
$21,767
Revenue
$24,320
Expenses
$2,553
Net income
$21,767
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
2018Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.24$0.03$0.22