Civic Intelligence

Summit Charter Academy PTO

990EZ • Fiscal year 2016 • EIN 11-3758293

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 18, 2016

Organization ProfileN/A
175 S Mathew StPorterville, CA 93257

(559) 310-8085

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

95th percentile

179%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

58th percentile

6.2%

Faster revenue growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$26,319

Up $16,885 (+179%) from 2015

Net Assets

$11,326

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin65th percentile

Revenue

Up

$37,128

Up $2,176 (+6.2%) from 2015

Expenses

Down

$33,215

Down $615 (-1.8%) from 2015

Net Income

Up

$3,913

Up $2,791 (+249%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$26,319
Liabilities$0
Net Assets$11,326
Open 2016 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$37,128
Expenses$33,215
Net Income$3,913
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 18, 2016
Return Version
2015v2.0
Gross Receipts
$37,128
Mission and Program Overview

Mission

Raise funds to support school programs

Program Services

DescriptionGrantsExpenses
FUNDS RAISED TO SUPPORT VARIOUS SCHOOL PROGRAMS$26,219-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY SMITHPresidentPT$0--
SUMMER RECEKVice PresidentPT$0--
PILAR ORASCOSecretaryPT$0--
SONIA CORONATreasurerPT$0--
RALENE CLOWERTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Summit Charter Academy P T O
EIN
11-3758293
Phone
5593108085
Address
175 S MATHEW ST, PORTERVILLE, CA 93257

Signing Officer

Name
Ashley Smith
Title
President
Signed
2016-09-18
Discuss with paid preparer
Yes

Preparer

Firm
Mele Brengarth & Associates LLC
Address
611 Pennsylvania Ave SE Ste 143, Washington, DC 20003
Preparer
Lou Anne Mele
Phone
2025520221
Supplemental Narrative

Additional Explanations

Other Revenue.1

“BPPKFAIR $4571”

Other Revenue.2

“POPCORN SALES $708”

Other Expenses.1002

“Office Expenses $26219”

Other Expenses.1012

“Insurance $485”

Other Expenses.1

“$3060”

Raw XML Appendix142 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/PersonNm0SONIA CORONA
IRS990EZ/BooksInCareOfDetail/PhoneNum05593108085
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0290 N MATHEW ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTERVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093257
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07413
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026319
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt031849
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03913
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03451
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07413
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026319
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt037128
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07413
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011326
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07413
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026319
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ASHLEY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUMMER RECEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PILAR ORASCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SONIA CORONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RALENE CLOWER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029764
IRS990EZ/OtherRevenueTotalAmt05279
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE FUNDS TO SUPPORT SCHOOL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS RAISED TO SUPPORT VARIOUS SCHOOL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026219
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033215
IRS990EZ/TotalProgramServiceExpensesAmt026219
IRS990EZ/TotalRevenueAmt037128
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BPPKFAIR $4571
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POPCORN SALES $708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $26219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4$3060
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT CHARTER ACADEMY P T O
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0113758293
ReturnHeader/Filer/PhoneNum05593108085
ReturnHeader/Filer/USAddress/AddressLine1Txt0175 S MATHEW ST
ReturnHeader/Filer/USAddress/CityNm0PORTERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093257
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mele Brengarth & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0611 Pennsylvania Ave SE Ste 143
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020003
ReturnHeader/PreparerPersonGrp/PhoneNum02025520221
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lou Anne Mele
ReturnHeader/ReturnTs02016-09-18T11:44:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,319
Liabilities
$0
Net assets
$11,326
Revenue
$37,128
Expenses
$33,215
Net income
$3,913
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