Civic Intelligence

Summit Charter Academy PTO

990EZ • Fiscal year 2019 • EIN 11-3758293

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

Organization ProfileN/A
175 S Mathew StPorterville, CA 93257

(559) 310-0344

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

31st percentile

-7.9%

Faster asset growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2019

Revenue Growth

38th percentile

-6.7%

Faster revenue growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$20,585

Down $5,734 (-22%) from 2016

Net Assets

Up

$20,585

Up $9,259 (+82%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin67th percentile

Revenue

Down

$30,141

Down $6,987 (-19%) from 2016

Expenses

Down

$26,213

Down $7,002 (-21%) from 2016

Net Income

Up

$3,928

Up $15 (+0.4%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2019

Assets$20,585
Liabilities$0
Net Assets$20,585
Open 2019 Filing

Operations Trend

Revenue Growth38th 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

2019

Revenue$30,141
Expenses$26,213
Net Income$3,928
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$61,498
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.$14,336-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diana RicoPresident-$0--
Rhondi FarmerVice President-$0--
Julie RogelSecretary-$0--
Marilu RojasTreasurer-$0--
Liset MadrigalHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Great America Fundraiser$18,979$18,979$11,908$7,071
Fireworks Sales$18,797$18,797$11,092$7,705
Total Events$45,022$45,022$28,205$16,817
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
2019-11-12
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 $347”

Other Expenses.1012

“Insurance $485”

Other Expenses.1

“Student & Family Events $9989”

Other Expenses.2

“Classroom Donations $6805”

Other Expenses.3

“Water Fill Stations $6000”

Other Expenses.4

“Porterville Pools $630”

Other Expenses.5

“Supplies $569”

Other Expenses.6

“Gifts & Appreciation $569”

Other Expenses.7

“Classroom Pizza Parties $332”

Other Expenses.8

“Tax & Legal $325”

Other Expenses.9

“Bank Charges $162”

Other Assets.1

“A/R - Beginning $3150 A/R - Ending $0”

Raw XML Appendix177 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/BOYAmt013507
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020585
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0513
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03928
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016657
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020585
IRS990EZ/FundraisingGrossIncomeAmt050502
IRS990EZ/GamingGrossIncomeAmt01787
IRS990EZ/GrossReceiptsAmt061498
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016657
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020585
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016657
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020585
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/PersonNm2Julie Rogel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marilu Rojas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Liset Madrigal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Historian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03150
IRS990EZ/OtherExpensesTotalAmt026213
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide extracurricular activities for students and their families.
IRS990EZ/ProgramServiceRevenueAmt08696
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide events and activities for students and their families.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014336
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031357
IRS990EZ/SpecialEventsNetIncomeLossAmt020932
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026213
IRS990EZ/TotalProgramServiceExpensesAmt014336
IRS990EZ/TotalRevenueAmt030141
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0513
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0513
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt060934
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/CurrentTaxYearAmt061447
IRS990ScheduleA/Total509Grp/TotalAmt061447
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061447
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt061447
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028205
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GREAT AMERICA FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FIREWORKS SALES
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0881
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018979
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07246
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045022
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018979
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07246
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045022
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016817
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04324
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027324
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011908
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011092
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student & Family Events $9989
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Classroom Donations $6805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Water Fill Stations $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Porterville Pools $630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies $569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Gifts & Appreciation $569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Classroom Pizza Parties $332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Tax & Legal $325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank Charges $162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11A/R - Beginning $3150 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 Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Diana Rico
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
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/ReturnTs02019-11-12T15:12:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,585
Liabilities
$0
Net assets
$20,585
Revenue
$30,141
Expenses
$26,213
Net income
$3,928
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