STRATEGY STUDIO / PUBLIC DATA EXPLORER

SUMMERLAKE ELEMENTARY SCHOOL PTO: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SUMMERLAKE ELEMENTARY SCHOOL PTO (EIN 85-1656567)
Tax period
2021-09-01 to 2022-08-31
Filed
2023-01-14
IRS object ID
202330169349200008
Schema version
2021v4.0
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)
Return2023-01-14T14:18:08-07:00ReturnTs
Tax Period End2022-08-31TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2021-09-01TaxPeriodBeginDt

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)
PersonShannon KelleyPersonNm
Person TitleTreasurerPersonTitleTxt
Phone4075541774PhoneNum
Signature2023-01-14SignatureDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Last Submission Rqr OOB0LastSubmissionRqrOOBCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

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$162,756GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$38,879ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$50InvestmentIncomeAmt
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$96,586FundraisingGrossIncomeAmt
Special Events Direct Expenses$31,324SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$65,262SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$27,241GrossSalesOfInventoryAmt
Cost Of Goods Sold$9,611CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$17,630GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$0OtherRevenueTotalAmt
Total Revenue$121,821TotalRevenueAmt
Grants And Similar Amounts Paid$39,718GrantsAndSimilarAmountsPaidAmt
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$16,743OtherExpensesTotalAmt
Total Expenses$56,461TotalExpensesAmt
Excess Or Deficit For Year$65,360ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$19,487NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$84,847NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$19,487BOYAmt
EOY$83,156EOYAmt

Land And Buildings LandAndBuildingsGrp

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

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,691EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$19,487BOYAmt
EOY$84,847EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$19,487BOYAmt
EOY$84,847EOYAmt
FieldValueIRS element (for citing)
Primary Exempt Purposeto enrich the eduation of students at Summerlake ElemPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (9 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
Purchase of Accelerated Reader program for 2 years - Purchased AR program and provided incentive rewards to encouarge reading and comprehension in all classes. All 1,030 students at the school benefited from the program this year, as well as the students in the school next year.$17,991$17,991
Indoor Recess Kits - Purchased eduational games for students to play when the weather is bad and they cannot go outside for recess. One large storage box of age appropriate educations games was purchased for each of the 40 classrooms. All 1,030 students benefited from the purchase.$10,017$10,017
School play - the PTO funded the production of a spring musical of Aladdin. Over 100 students were cast into the play with 2 full casts that alternated show nights. There were 5 sold out performances, each at 300 capacity, and many other students in the audience. The play enriched the culture education of the students.$8,559$8,559
End of year celebrations for students$0$8,402
Teacher and staff appreciation$0$1,944
Community developing events (craft night, movie night, trunk or treat)$0$1,333
Professional development of teachers$1,300$1,300
Mascot purchases and improvements to use for school and community events to build a sense of community$0$981
First day of school encouragement and decorations$0$200
FieldValueIRS element (for citing)
Total Program Service Expenses$50,727TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Joseph Marrero
President4$0$0$0
Maggie Senese
Vice President5$0$0$0
Veronica Solarz
Vice President5$0$0$0
Lacey Funez
Treasurer4$0$0$0
Jeanine Van Brunt
Secretary6$0$0$0
Linda Harmon
President5.00$0$0$0
Rebecca Adams
Vice President5$0$0$0
Tatiana Mullaney
Vice President3.00$0$0$0
Shannon Kelley
Treasurer5$0$0$0
Katie Marquiss
Secretary5$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptYes (1)ChgMadeToOrgnzngDocNotRptInd
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)
PersonShannon KelleyPersonNm

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 Minus2 Years$3,547CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,991CurrentTaxYearMinus1YearAmt
Current Tax Year$30,320CurrentTaxYearAmt
Total$45,858TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,033CurrentTaxYearMinus1YearAmt
Current Tax Year$132,386CurrentTaxYearAmt
Total$143,419TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
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 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 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$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,547CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,024CurrentTaxYearMinus1YearAmt
Current Tax Year$162,706CurrentTaxYearAmt
Total$189,277TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
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 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$189,277PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13CurrentTaxYearMinus1YearAmt
Current Tax Year$50CurrentTaxYearAmt
Total$63TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
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$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13CurrentTaxYearMinus1YearAmt
Current Tax Year$50CurrentTaxYearAmt
Total$63TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
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 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$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,547CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,037CurrentTaxYearMinus1YearAmt
Current Tax Year$162,756CurrentTaxYearAmt
Total$189,340TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Fun RunEvent1Nm
Gross Receipts Event1$95,940GrossReceiptsEvent1Amt
Charitable Contri Event1$1,944CharitableContriEvent1Amt
Gross Revenue Event1$93,996GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$5,073NonCashPrizesEvent1Amt
Rent Facility Costs Event1$90RentFacilityCostsEvent1Amt
Food And Beverage Event1$361FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$23,179OtherDirectExpensesEvent1Amt
Food And Beverage Other Events$0FoodAndBeverageOtherEventsAmt
Entertainment Other Events$0EntertainmentOtherEventsAmt
Gross Receipts Total$95,940GrossReceiptsTotalAmt
Charitable Contributions Tot$1,944CharitableContributionsTotAmt
Gross Revenue Total Events$93,996GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$5,073NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$90RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$361FoodAndBeverageTotalEventsAmt
Entertainment Total Events$0EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$23,179OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$28,703DirectExpenseSummaryEventsAmt
Net Income Summary$65,293NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 10A donation of $1,410 was made to Panther Lake Elementary School PTO to support students transferring from Summerlake Elementary to Panther Lake Elementary over the summer of 2022 when the new school was built. Money was donated to Summerlake Elementary School in the amount of $17,991 to purchase the Accelerated Reader program for 2 years. An additional amount of $250 was donated to Summerlake Elementary to help pay for professional development of teachers and $440 for principal discretionary funds. Books were purchased and donated to the Summerlake Elementary in the amount of $1,050 for a leadership training for all teachers and staff. Indoor recess boxes full of educational games were purchased for each classroom and donated to Summerlake Elementary, with a total cost of $10,018. The costumes, script, sets, and sound upgrades were purchased in support of the school play and donated to the Summerlake Elementary, with a total cost of $8,559. In total $38,308 was donated to Summerlake Elementary in money and purchases as described herein along with the $1410 donated to Panther Lake Elementary PTO as described for a total amount of donations of $39,718.
Form 990-EZ, Part I, Line 16Description;Amount^End of year celebrations for students;8402|Teacher and Staff Appreciation;1944|Mascot Purchases to use to increase student excitedment about learning;980|Evening events put on for students to develop sense of community;1333|Administration fees such as office supplies and operating costs;3884|First day of school decorations and encouragement;200^Total;16743^
Form 990-EZ, Part II, Line 24At the end of the fiscal year, Aug 31st 2022, there were 254 shirts left in the inventory held for sale, with a cost value of $1,691.
Form 990-EZ, Part V, Line 34The bylaws were amended by general membership vote in the August 25, 2022 general membership meeting in the following ways: (a) expand upon Basic policies; (b) establish more guidelines for officers and board and their corresponding responsibilities; (c) provide more direction for meetings, quorum, and voting; (d) develop additional financial directives and reporting deadlines; (e) realign the fiscal year to correspond with the school year, effective for the 2022 tax year with an anticipated short tax filing; (f) establish directives and deadlines for financial reporting.