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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

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

84th percentile

$0

Higher top officer pay than 84% 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

11th percentile

-70%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

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 / RevenueScore unavailableNet 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 Growth11th 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

Raise funds to support school programs

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 Pay84th 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

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