STRATEGY STUDIO / PUBLIC DATA EXPLORER

SUMMERLAKE ELEMENTARY SCHOOL PTO: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SUMMERLAKE ELEMENTARY SCHOOL PTO (EIN 85-1656567)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-13
IRS object ID
202403189349203000
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-13T10:34:29-07:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN851656567EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUMMERLAKE ELEMENTARY SCHOOL PTOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUMMBusinessNameControlTxt
Phone4075541774PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115450 Porter RoadAddressLine1Txt
CityWinter GardenCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34787ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTeresa HarrisPersonNm
Person TitleTreasurerPersonTitleTxt
Phone4075541774PhoneNum
Signature2024-11-13SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresswww.summerlakepto.comWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$122,670GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$17,617ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$660InvestmentIncomeAmt
Sale Of Assets Gross$0SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income$0GamingGrossIncomeAmt
Fundraising Gross Income$88,856FundraisingGrossIncomeAmt
Special Events Direct Expenses$29,559SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$59,297SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$12,086GrossSalesOfInventoryAmt
Cost Of Goods Sold$6,566CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$5,520GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$3,451OtherRevenueTotalAmt
Total Revenue$86,545TotalRevenueAmt
Grants And Similar Amounts Paid$10,962GrantsAndSimilarAmountsPaidAmt
Benefits Paid To Or For Members$0BenefitsPaidToOrForMembersAmt
Salaries Other Comp Empl Bnft$0SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$0FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$0OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$0PrintingPublicationsPostageAmt
Other Expenses Total$31,633OtherExpensesTotalAmt
Total Expenses$42,595TotalExpensesAmt
Excess Or Deficit For Year$43,950ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$121,128NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$165,078NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$120,404BOYAmt
EOY$163,855EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$724BOYAmt
EOY$1,223EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$121,128BOYAmt
EOY$165,078EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$121,128BOYAmt
EOY$165,078EOYAmt
FieldValueIRS element (for citing)
Primary Exempt Purposeto enrich the eduation of students at Summerlake ElemPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (6 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
End of year celebrations for students - The PTO funded an outside school wide celebration day for all 764 students with inflatables, snacks, games, etc., classroom parties, and an extra celebration for kindergarten and 5th graders.$0$11,162
Educational Incentives - The PTO funded brag tags for educational achievements, provided seasonal games to encourage motivation, provided after school enrichments such as Science Night and Math Night for all 764 students. The PTO also funded class shirts for all students to wear to educational field trips.$0$8,882
Staff and teacher appreciation - throughout the year, the PTO provided snacks, food, and decorations to thank and encourage the 80 teachers and staff that provide excellent education and services to the 764 students in the school.$0$4,662
Free Community Building Events (tears and cheers, yard cards, granparent bingo)$0$1,115
Mascot purchases and improvements to use for school and community events to build a sense of community$0$609
Volunteer Appreciation and Recruitment - advertised for school to help find volunteers for school events and provided food for volunteers at events as well as a special annual breakfast for appreciation to encourage more volunteering at the school.$0$435
FieldValueIRS element (for citing)
Total Program Service Expenses$26,865TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Linda Harmon
President3$0$0$0
Angel Field
Vice President6$0$0$0
David Stalker
Vice President3$0$0$0
Teresa Harris
Treasurer6$0$0$0
Jennifer Aga
Secretary4$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Form1120 Pol Filed0Form1120PolFiledInd
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTeresa HarrisPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line115450 Porter RoadAddressLine1Txt
CityWinter GardenCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34787ZIPCd
FieldValueIRS element (for citing)
Phone4075541774PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,547CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,991CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,320CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,530CurrentTaxYearMinus1YearAmt
Current Tax Year$17,617CurrentTaxYearAmt
Total$85,005TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,033CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$132,386CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,174CurrentTaxYearMinus1YearAmt
Current Tax Year$104,393CurrentTaxYearAmt
Total$325,986TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,547CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,024CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$162,706CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$99,704CurrentTaxYearMinus1YearAmt
Current Tax Year$122,010CurrentTaxYearAmt
Total$410,991TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$410,991PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$50CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$438CurrentTaxYearMinus1YearAmt
Current Tax Year$660CurrentTaxYearAmt
Total$1,161TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$50CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$438CurrentTaxYearMinus1YearAmt
Current Tax Year$660CurrentTaxYearAmt
Total$1,161TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,547CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,037CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$162,756CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$100,142CurrentTaxYearMinus1YearAmt
Current Tax Year$122,670CurrentTaxYearAmt
Total$412,152TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1MegaBlastEvent1Nm
Gross Receipts Event1$55,732GrossReceiptsEvent1Amt
Charitable Contri Event1$0CharitableContriEvent1Amt
Gross Revenue Event1$55,732GrossRevenueEvent1Amt
Cash Prizes Event1$100CashPrizesEvent1Amt
Non Cash Prizes Event1$149NonCashPrizesEvent1Amt
Rent Facility Costs Event1$0RentFacilityCostsEvent1Amt
Food And Beverage Event1$264FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$0OtherDirectExpensesEvent1Amt
Event2Holiday ShopEvent2Nm
Gross Receipts Event2$13,202GrossReceiptsEvent2Amt
Charitable Contri Event2$0CharitableContriEvent2Amt
Gross Revenue Event2$13,202GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$0RentFacilityCostsEvent2Amt
Food And Beverage Event2$0FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$9,263OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$8,010GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$0CharitableContriOtherEventsAmt
Gross Revenue Other Events$8,010GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$0NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$3,572RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$6,064FoodAndBeverageOtherEventsAmt
Entertainment Other Events$330EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$549OthDirectExpnssOtherEventsAmt
Gross Receipts Total$76,944GrossReceiptsTotalAmt
Charitable Contributions Tot$0CharitableContributionsTotAmt
Gross Revenue Total Events$76,944GrossRevenueTotalEventsAmt
Cash Prizes Total Events$100CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$149NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$3,572RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$6,328FoodAndBeverageTotalEventsAmt
Entertainment Total Events$330EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$9,812OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$20,291DirectExpenseSummaryEventsAmt
Net Income Summary$56,653NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 8Description;Amount^Spirit Nights at local restaurants;3148|Partial return of fraudulent charges on bank account;303^Total;3451^
Form 990-EZ, Part I, Line 10Money in the amount of $6035 was donated to Summerlake Elementary School to supplement the purchase of the Accelerated Reader program for all classrooms. Materials and supplies for teachers to use in their classrooms were purchased and donated to Summerlake Elementary School in the amount of $1913. A book binding system was also purchased for the school and donated in the amount of $1445. Professional development books were purchased and donated to Summerlake Elementary School for the teachers use in the amount of $1191. Supplies for the school nurse were purchased in the amount of $378 and donated to Summerlake Elementary School.
Form 990-EZ, Part I, Line 16Description;Amount^Administration fees such as office supplies and operating costs;4528|End of year celebration for students;11162|Staff and Teacher Appreciation;4662|Educational Incentives;8882|Free Community Building Events;1115|Volunteer Appreciation and Recruitment;435|Mascot Purchases and Maintenance;609|Sponsorship Banner;240^Total;31633^
Form 990-EZ, Part II, Line 24At the end of the fiscal year, June 30, 2024, there were 101 spirit shirts left in the inventory held for sale, with a cost value of $959, 1 pair of spirit socks with a cost value of $5, and 28 school spirit yard signs held for sale, with a cost value of $259.