Civic Intelligence

Tate Academy Inc.

990EZ • Fiscal year 2023 • EIN 92-3414349

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

Organization ProfileN/A
1847 Riverside Ridge DriveHiawassee, GA 30546

(678) 938-7929

Siviq Scores

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

Liabilities / Assets

91st percentile

0.51x

Higher debt load relative to assets than 91% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

0.28x

Higher debt load relative to revenue than 90% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Net Margin

70th percentile

26%

Higher net margin than 70% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2023 filings • NTEE B • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets91st percentile

Assets

$14,878

No earlier filing loaded for comparison.

Net Assets

$7,230

No earlier filing loaded for comparison.

Liabilities

$7,648

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin70th percentile

Revenue

$27,418

No earlier filing loaded for comparison.

Expenses

$20,188

No earlier filing loaded for comparison.

Net Income

$7,230

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.

$60K$40K$20K$0Assets 2023: $14,878Liabilities 2023: $7,648Net Assets 2023: $7,2302023Assets 2024: $52,508Liabilities 2024: $2,772Net Assets 2024: $49,7362024

Highlighted filing

2023

Assets$14,878
Liabilities$7,648
Net Assets$7,230
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Revenue 2023: $27,418Expenses 2023: $20,188Net Income 2023: $7,2302023Revenue 2024: $134,057Expenses 2024: $91,551Net Income 2024: $42,5062024

Highlighted filing

2023

Revenue$27,418
Expenses$20,188
Net Income$7,230
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Gross Receipts
$27,418
Mission and Program Overview

Mission

To provide classroom education for children with autism diagnoses.

Program Services

DescriptionGrantsExpenses
This is the first year of operation. By year end 20234 students had been in the classroom.$0$20,188
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vinnie JensenDirectorPT$0--
Jonathan LawrenceDirectorPT$0--
Melanie LawrenceDirectorPT$0--
Danielle SilverDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Tate Academy Inc
EIN
92-3414349
Phone
6789387929
Address
1847 Riverside Ridge Drive, Hiawassee, GA 30546

Signing Officer

Name
Melanie Lawrence
Title
Executive Director
Phone
6789387929
Signed
2024-05-01

Preparer

Firm
Gregory N Gallagher CPA Pc
Address
8145 TYNECASTLE DR, ATLANTA, GA 30350
Preparer
Gregory N Gallagher
Phone
7705519600
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Advertising 355.”

Form 990EZ, Part I, Line 16

“Bank Fees 56.”

Form 990EZ, Part I, Line 16

“Email & Internet 460.”

Form 990EZ, Part I, Line 16

“Insurance 959.”

Form 990EZ, Part I, Line 16

“Supplies 378.”

Form 990EZ, Part I, Line 16

“Payroll Taxes 895.”

Form 990EZ, Part I, Line 16

“Payroll Fees 46.”

Form 990EZ, Part I, Line 16

“Software 5125.”

Form 990EZ, Part I, Line 16

“Amortization 214.”

Form 990EZ, Part II, Line 24

“Organization Costs 1068.”

Form 990EZ, Part II, Line 26

“Chase Visa 687.”

Form 990EZ, Part II, Line 26

“Loan from Lawrence 6961.”

Raw XML Appendix176 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/PersonNm0Vinnie Jensen
IRS990EZ/BooksInCareOfDetail/PhoneNum07703173060
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06987 Scenic Overlook Trace
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Flowery Branch
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030542
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013810
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012525
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07230
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014878
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt027418
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LoansToFromOfficersAmt06961
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07230
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07230
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Vinnie Jensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jonathan Lawrence
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Melanie Lawrence
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Danielle Silver
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01068
IRS990EZ/OtherExpensesTotalAmt08488
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide classroom education for children with autism diagnoses.
IRS990EZ/ProgramServiceRevenueAmt014893
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0This is the first year of operation. By year end 20234 students had been in the classroom.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020188
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt011700
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07648
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020188
IRS990EZ/TotalProgramServiceExpensesAmt020188
IRS990EZ/TotalRevenueAmt027418
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt06961
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Operations
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt06961
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Melanie Lawrence
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Officer
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt06961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising 355.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fees 56.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Email & Internet 460.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 959.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies 378.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Payroll Taxes 895.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Payroll Fees 46.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Software 5125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Amortization 214.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Organization Costs 1068.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Chase Visa 687.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Loan from Lawrence 6961.
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 II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Melanie Lawrence
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum06789387929
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Tate Academy Inc
ReturnHeader/Filer/BusinessNameControlTxt0TATE
ReturnHeader/Filer/EIN0923414349
ReturnHeader/Filer/PhoneNum06789387929
ReturnHeader/Filer/USAddress/AddressLine1Txt01847 Riverside Ridge Drive
ReturnHeader/Filer/USAddress/CityNm0Hiawassee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030546
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582578501
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREGORY N GALLAGHER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08145 TYNECASTLE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030350
ReturnHeader/PreparerPersonGrp/PhoneNum07705519600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory N Gallagher
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-01T14:45:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Melanie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lawrence
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,878
Liabilities
$7,648
Net assets
$7,230
Revenue
$27,418
Expenses
$20,188
Net income
$7,230
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.53$0.03$0.50$1.34$0.92$0.43
2023Detailed filing. Detailed filing data is available for this year.$0.15$0.08$0.07$0.27$0.20$0.07