Civic Intelligence

Summit Charter Academy P T O

EIN 11-3758293 • 501(c)3 • Porterville, CA

Pub. 78 Eligible990-N Coverage

Profile

Raise funds to support school programs

175 S Mathew StPorterville, CA 93257

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

33rd percentile

-7.5%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

52nd percentile

-0.4%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

12th percentile

-70%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$20,505

Down $80 (-0.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$20,505

Down $80 (-0.4%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin33rd percentile

Revenue

Down

$9,097

Down $21,044 (-70%) from 2019

Expenses

Down

$9,777

Down $16,436 (-63%) from 2019

Net Income

Down

-$680

Down $4,608 (-117%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2011: $27,061Liabilities 2011: $02011Assets 2012: $25,336Liabilities 2012: $02012Assets 2013: $8,809Liabilities 2013: $02013Assets 2014: $8,312Liabilities 2014: $02014Assets 2015: $9,434Liabilities 2015: $02015Assets 2016: $26,319Liabilities 2016: $0Net Assets 2016: $11,3262016Assets 2019: $20,585Liabilities 2019: $0Net Assets 2019: $20,5852019Assets 2020: $20,505Liabilities 2020: $0Net Assets 2020: $20,5052020

Highlighted filing

2020

Assets$20,505
Liabilities$0
Net Assets$20,505
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2011: $24,923Expenses 2011: $17,100Net Income 2011: $7,8232011Revenue 2012: $27,446Expenses 2012: $29,171Net Income 2012: -$1,7252012Revenue 2013: -$274Expenses 2013: $16,253Net Income 2013: -$16,5272013Revenue 2014: $3,905Expenses 2014: $4,402Net Income 2014: -$4972014Revenue 2015: $34,952Expenses 2015: $33,830Net Income 2015: $1,1222015Revenue 2016: $37,128Expenses 2016: $33,215Net Income 2016: $3,9132016Revenue 2019: $30,141Expenses 2019: $26,213Net Income 2019: $3,9282019Revenue 2020: $9,097Expenses 2020: $9,777Net Income 2020: -$6802020

Highlighted filing

2020

Revenue$9,097
Expenses$9,777
Net Income-$680
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$20,505
Liabilities
$0
Net assets
$20,505
Revenue
$9,097
Expenses
$9,777
Net income
-$680
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$9.10$9.78$0.68
2019Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$30.1$26.2$3.93
2016Detailed filing. Detailed filing data is available for this year.$26.3$0.00$11.3$37.1$33.2$3.91
2015Summary only. Only limited summary data is available for this year.$9.43$0.00$35.0$33.8$1.12
2014Summary only. Only limited summary data is available for this year.$8.31$0.00$3.91$4.40$0.50
2013Summary only. Only limited summary data is available for this year.$8.81$0.00$0.27$16.3$16.5
2012Summary only. Only limited summary data is available for this year.$25.3$0.00$27.4$29.2$1.73
2011Summary only. Only limited summary data is available for this year.$27.1$0.00$24.9$17.1$7.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$33,993
Mission and Program Overview

Mission

To provide extracurricular activities for students and their families.

Program Services

DescriptionGrantsExpenses
Provide events and activities for students and their families.$9,777-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diana RicoPresident-$0--
Rhondi FarmerVice President-$0--
Gabriela LemusSecretary-$0--
Marilu RojasTreasurer-$0--
Gabriela CarbajalHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
All American Fundraiser$22,512$22,512$13,685$8,827
Total Events$22,512$22,512$13,685$8,827
Filing and Contact Details

Filer

Filer Name
Summit Charter Academy PTO
EIN
11-3758293
Phone
5593100344
Address
175 S Mathew St, Porterville, CA 93257

Signing Officer

Name
Diana Rico
Title
President
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
H&R Block-6413
Address
141 N Main St, Porterville, CA 93257
Preparer
Eva Montfort
Phone
5597847656
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $15”

Other Expenses.1012

“Insurance $485”

Other Expenses.1

“Student & Family Events $3704”

Other Expenses.2

“Supplies & Equipment $1834”

Other Expenses.3

“Classroom Donations $1630”

Other Expenses.4

“Porterville Pools $915”

Other Expenses.5

“Gifts & Appreciation $630”

Other Expenses.6

“Tax & Legal $535”

Other Expenses.7

“Bank Charges $29”

Other Assets.1

“A/R - Beginning $600 A/R - Ending $0”

Raw XML Appendix162 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/PersonNm0Marilou Rojas
IRS990EZ/BooksInCareOfDetail/PhoneNum05593594498
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0367 Conley Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Porterville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093257
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020585
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020505
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-680
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021185
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020505
IRS990EZ/FundraisingGrossIncomeAmt029809
IRS990EZ/GamingGrossIncomeAmt0730
IRS990EZ/GrossReceiptsAmt033993
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021185
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020505
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021185
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020505
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Diana Rico
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rhondi Farmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gabriela Lemus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marilu Rojas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Gabriela Carbajal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Historian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0600
IRS990EZ/OtherExpensesTotalAmt09777
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide extracurricular activities for students and their families.
IRS990EZ/ProgramServiceRevenueAmt03454
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide events and activities for students and their families.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09777
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024896
IRS990EZ/SpecialEventsNetIncomeLossAmt05643
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt09777
IRS990EZ/TotalProgramServiceExpensesAmt09777
IRS990EZ/TotalRevenueAmt09097
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0513
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0513
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt060934
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt060934
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt061447
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061447
IRS990ScheduleA/Total509Grp/TotalAmt061447
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061447
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt061447
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013685
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ALL AMERICAN FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022512
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022512
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022512
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022512
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08827
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013685
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student & Family Events $3704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies & Equipment $1834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Classroom Donations $1630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Porterville Pools $915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Gifts & Appreciation $630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Tax & Legal $535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank Charges $29
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9A/R - Beginning $600 A/R - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Diana Rico
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Summit Charter Academy PTO
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0113758293
ReturnHeader/Filer/PhoneNum05593100344
ReturnHeader/Filer/USAddress/AddressLine1Txt0175 S Mathew St
ReturnHeader/Filer/USAddress/CityNm0Porterville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093257
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H&R Block-6413
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0141 N Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Porterville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093257
ReturnHeader/PreparerPersonGrp/PhoneNum05597847656
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eva Montfort
ReturnHeader/ReturnTs02020-11-13T16:58:39-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits