Civic Intelligence

Summit Learning Charter

990 • Fiscal year 2022 • EIN 26-2499995

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 27, 2023

Organization Profilewww.summitlearningcharter.org
PO Box 59Eagle Creek, OR 97022

(503) 630-5001

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.62x

Higher debt load relative to assets than 82% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.59x

Higher debt load relative to revenue than 71% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

49th percentile

6.4%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

38th percentile

-1.5%

Faster revenue growth than 38% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$9,652,744

Up $1,087,182 (+13%) from 2021

Net Assets

Up

$3,672,666

Up $653,765 (+22%) from 2021

Liabilities

Up

$5,980,078

Up $433,417 (+7.8%) from 2021

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin49th percentile

Revenue

Down

$10,210,655

Down $157,400 (-1.5%) from 2021

Expenses

Down

$9,556,890

Down $328,841 (-3.3%) from 2021

Net Income

Up

$653,765

Up $171,441 (+36%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2011: $97,099Liabilities 2011: $322,729Net Assets 2011: -$225,6302011Assets 2012: $614,333Liabilities 2012: $630,470Net Assets 2012: -$16,1372012Assets 2013: $727,025Liabilities 2013: $119,027Net Assets 2013: $607,9982013Assets 2014: $1,369,528Liabilities 2014: $1,008,625Net Assets 2014: $360,9032014Assets 2016: $1,690,146Liabilities 2016: $1,948,529Net Assets 2016: -$258,3832016Assets 2017: $4,320,185Liabilities 2017: $3,703,249Net Assets 2017: $616,9362017Assets 2018: $4,950,016Liabilities 2018: $3,331,837Net Assets 2018: $1,618,1792018Assets 2019: $6,349,191Liabilities 2019: $3,733,043Net Assets 2019: $2,616,1482019Assets 2021: $8,565,562Liabilities 2021: $5,546,661Net Assets 2021: $3,018,9012021Assets 2022: $9,652,744Liabilities 2022: $5,980,078Net Assets 2022: $3,672,6662022Assets 2023: $10,176,332Liabilities 2023: $6,274,385Net Assets 2023: $3,901,9472023Assets 2024: $12,539,171Liabilities 2024: $7,116,330Net Assets 2024: $5,422,8412024Assets 2025: $12,820,350Liabilities 2025: $7,857,573Net Assets 2025: $4,962,7772025

Highlighted filing

2022

Assets$9,652,744
Liabilities$5,980,078
Net Assets$3,672,666
Open 2022 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $2,565,2422011Expenses 2012: $3,982,7652012Expenses 2013: $4,054,2592013Revenue 2014: $5,362,282Expenses 2014: $4,806,937Net Income 2014: $555,3452014Revenue 2016: $6,144,373Expenses 2016: $6,900,795Net Income 2016: -$756,4222016Revenue 2017: $6,953,597Expenses 2017: $6,078,278Net Income 2017: $875,3192017Revenue 2018: $7,665,812Expenses 2018: $6,664,569Net Income 2018: $1,001,2432018Revenue 2019: $8,529,494Expenses 2019: $7,531,525Net Income 2019: $997,9692019Revenue 2021: $10,368,055Expenses 2021: $9,885,731Net Income 2021: $482,3242021Revenue 2022: $10,210,655Expenses 2022: $9,556,890Net Income 2022: $653,7652022Revenue 2023: $10,253,613Expenses 2023: $10,024,332Net Income 2023: $229,2812023Revenue 2024: $11,378,419Expenses 2024: $9,857,525Net Income 2024: $1,520,8942024Revenue 2025: $12,102,918Expenses 2025: $12,562,982Net Income 2025: -$460,0642025

Highlighted filing

2022

Revenue$10,210,655
Expenses$9,556,890
Net Income$653,765
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 27, 2023
Return Version
2021v4.1
Gross Receipts
$10,210,655
Mission and Program Overview

Mission

Summit learning charter provides a learning community that offers academic instruction and support preparing students for the transition to the world of work or post-secondary education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,769,489$2,369,761▼ $399,728
Cash and Non-Interest-Bearing Accounts$1,373,419$1,316,026▼ $57,393
Land, Buildings, and Equipment, Net$1,199,667$1,041,597▼ $158,070
Prepaid Expenses and Deferred Charges$132,799$60,449▼ $72,350
Accounts Receivable$510,754$9,829▼ $500,925
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$8,565,562$9,652,744▲ $1,087,182
Other Assets Total$2,579,434$4,855,082▲ $2,275,648
Liabilities
Other Liabilities$5,319,547$5,772,157▲ $452,610
Accounts Payable and Accrued Expenses$226,666$207,306▼ $19,360
Deferred Revenue$448$615▲ $167
Total Liabilities$5,546,661$5,980,078▲ $433,417
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,018,901$3,672,666▲ $653,765
Total Net Assets Fund Balance$3,018,901$3,672,666▲ $653,765
Total Liabilities and Net Assets / Fund Balance$8,565,562$9,652,744▲ $1,087,182

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,031,188$343,952$1,375,140
Equipment$10,409$435,226$445,635
Other Assets Org$2,262,677--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean GallagherPrincipalFT$148,629$49,457$198,086
Rick SlaterSchool DirectorFT$164,312$49,457$164,312
Cindy ColeOffice ManagerFT$109,185$46,215$155,400
Natalie Allen WriggleVice PrincipalFT$105,180$49,278$154,458
Dale BernardiniEducatorFT$105,134$42,723$147,857

Board Members and Trustees

NameTitle
Megan HelzermanChair
Kristy CheshierBoard Member
Leslie AndreBoard Member
Melanie WagnerBoard Member
Boge SafforesSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Christenson Electric INCTechnical Consulting17852 WEST BUENA VISTA DRIVE, Surprise, AZ 85374$164,312
Van Air And ControlsElectrical Services17201 NE SACRAMENTO ST, Portland, OR 97230$163,059
-Heating/cooling Services13327 S GLENN DR, Mulino, OR 97042$115,647
Revenue and Support

Revenue Composition

Contributions and Grants
$10,035,995
Program Service Revenue
$0
Investment Income
$35,709
Other Revenue
$138,951
Change in Net Assets
$653,765

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,210,655
Total Revenue per Audited Statements
$10,210,655
Total Revenue per Form 990
$10,210,655
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,839,879
Other Expenses$3,717,011
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,981,439$1,303,835-$3,285,274
Pension Plan Contributions$824,250$542,377-$1,366,627
Other Employee Benefits$317,197$208,723-$525,920
Fees for Services Other$231,390$152,260-$383,650
Current Officers, Directors, Trustees, and Key Employees$152,532$202,194-$354,726
Occupancy$188,143$123,802-$311,945
Payroll Taxes$185,360$121,972-$307,332
Depreciation Depletion$199,081--$199,081
Information Technology$104,183$68,555-$172,738
Office Expenses$56,079$36,902-$92,981
Other Expenses$44,577$29,332-$73,909
Advertising$66,771--$66,771
Insurance-$41,884-$41,884
Travel$2,792$1,838-$4,630
All Other Expenses$1,758$702-$2,460
Total Functional Expenses$6,722,514$2,834,376$0$9,556,890

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,556,890
Total Expenses per Audited Statements$9,556,890
Total Expenses per Form 990$9,556,890
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pension Liability$3,243,237
Deferred Inflows of Resources$2,528,920
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents

“Name change to summit learning charter”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A draft of the form 990 was reviewed by the school administrator and provided to the board prior to submission.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“School administrator compensation reviewed by board, compared with industry study of comparable data.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation reviewed by board and compared with industry study of comparable data.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Reasonable requests for orgnaization forms 990 are furnished upon request.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Reasonable requests for financial statements and governing documents are furnished upon request.”

Filing and Contact Details

Filer

Filer Name
Summit Learning Charter
EIN
26-2499995
Phone
5036305001
Address
PO Box 59, Eagle Creek, OR 97022

Signing Officer

Name
Rick Slater
Title
School Director
Signed
2023-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Slater
Formed
2008
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
55
Volunteers
5

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
Eric A Zehntbauer CPA
Phone
5032223338
Raw XML AppendixShowing 400 of 529 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0226666
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0207306
IRS990/AccountsReceivableGrp/BOYAmt0510754
IRS990/AccountsReceivableGrp/EOYAmt09829
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUMMIT LEARNING CHARTER PROVIDES A LEARNING COMMUNITY THAT OFFERS ACADEMIC INSTRUCTION AND SUPPORT PREPARING STUDENTS FOR THE TRANSITION TO THE WORLD OF WORK OR POST-SECONDARY EDUCATION.
IRS990/AdvertisingGrp/ProgramServicesAmt066771
IRS990/AdvertisingGrp/TotalAmt066771
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0702
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01758
IRS990/AllOtherExpensesGrp/TotalAmt02460
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum05036305001
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt030391 SE HIGHWAY 211
IRS990/BooksInCareOfDetail/USAddress/CityNm0EAGLECREEK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097022
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01373419
IRS990/CashNonInterestBearingGrp/EOYAmt01316026
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0202194
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0152532
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0354726
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0164312
IRS990/ContractorCompensationGrp/CompensationAmt1163059
IRS990/ContractorCompensationGrp/CompensationAmt2115647
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt017852 WEST BUENA VISTA DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt117201 NE SACRAMENTO ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt213327 S GLENN DR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SURPRISE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1PORTLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2MULINO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd085374
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd197230
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd297042
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0CHRISTENSON ELECTRIC INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1VAN AIR AND CONTROLS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0RICHARD SLATER RIDGELINE TECHNOLOGY
IRS990/ContractorCompensationGrp/ServicesDesc0TECHNICAL CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc1ELECTRICAL SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2HEATING/COOLING SERVICES
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt010035995
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt035709
IRS990/CYOtherExpensesAmt03717011
IRS990/CYOtherRevenueAmt0138951
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0653765
IRS990/CYSalariesCompEmpBnftPaidAmt05839879
IRS990/CYTotalExpensesAmt09556890
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010210655
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0448
IRS990/DeferredRevenueGrp/EOYAmt0615
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0199081
IRS990/DepreciationDepletionGrp/TotalAmt0199081
IRS990/Desc0THE CHARTER SCHOOLS OFFER A STIMULATING LEARNING ENVIRONMENT TO ALL STUDENTS OFFERING A HYBRID OF ONLINE CLASSES, PAPER AND PENCIL CLASSES, AND FACE TO FACE LEARNING OPPORTUNITIES. WE SPECIALIZE IN INDIVIDUALIZING EACH CHILD'S EDUCATION THROUGH LEADING CURRICULUM, HIGHLY RELATIONAL TEACHING, AND FANTASTIC SUPPORT SYSTEMS. OUR EARLY COLLEGE PROGRAM OFFERS STUDENTS A CHANCE TO ATTEND LOCAL COMMUNITY COLLEGES FULL TIME TO EARN COLLEGE AND HIGH SCHOOL CREDIT AT THE SAME TIME.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt055
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt06722514
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0152260
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0231390
IRS990/FeesForServicesOtherGrp/TotalAmt0383650
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt049457
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt246215
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt349278
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt442723
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0SEAN GALLAGHER
IRS990/Form990PartVIISectionAGrp/PersonNm1RICK SLATER
IRS990/Form990PartVIISectionAGrp/PersonNm2CINDY COLE
IRS990/Form990PartVIISectionAGrp/PersonNm3NATALIE ALLEN WRIGGLE
IRS990/Form990PartVIISectionAGrp/PersonNm4DALE BERNARDINI
IRS990/Form990PartVIISectionAGrp/PersonNm5MEGAN HELZERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6BOGE SAFFORES
IRS990/Form990PartVIISectionAGrp/PersonNm7KRISTY CHESHIER
IRS990/Form990PartVIISectionAGrp/PersonNm8MELANIE WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm9LESLIE ANDRE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0148629
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1164312
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2109185
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3105180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4105134
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRINCIPAL
IRS990/Form990PartVIISectionAGrp/TitleTxt1SCHOOL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2OFFICE MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRINCIPAL
IRS990/Form990PartVIISectionAGrp/TitleTxt4EDUCATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt010035995
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt010210655
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt068555
IRS990/InformationTechnologyGrp/ProgramServicesAmt0104183
IRS990/InformationTechnologyGrp/TotalAmt0172738
IRS990/InsuranceGrp/ManagementAndGeneralAmt041884
IRS990/InsuranceGrp/TotalAmt041884
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt035709
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035709
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt033
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0779178
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01199667
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01041597
IRS990/LandBldgEquipCostOrOtherBssAmt01820775
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUMMIT LEARNING CHARTER PROVIDES A LEARNING COMMUNITY THAT OFFERS ACADEMIC INSTRUCTION AND SUPPORT PREPARING STUDENTS FOR THE TRANSITION TO THE WORLD OF WORK OR POST-SECONDARY EDUCATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03018901
IRS990/NetAssetsOrFundBalancesEOYAmt03672666
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03018901
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03672666
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0123802
IRS990/OccupancyGrp/ProgramServicesAmt0188143
IRS990/OccupancyGrp/TotalAmt0311945
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt036902
IRS990/OfficeExpensesGrp/ProgramServicesAmt056079
IRS990/OfficeExpensesGrp/TotalAmt092981
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02579434
IRS990/OtherAssetsTotalGrp/EOYAmt04855082
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0208723
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0317197
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0525920
IRS990/OtherExpensesGrp/Desc0TUITION & BOOKS
IRS990/OtherExpensesGrp/Desc1CURRICULUM
IRS990/OtherExpensesGrp/Desc2OTHER PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc3CAPITAL COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt029332
IRS990/OtherExpensesGrp/ProgramServicesAmt01672079
IRS990/OtherExpensesGrp/ProgramServicesAmt1525520
IRS990/OtherExpensesGrp/ProgramServicesAmt2169363
IRS990/OtherExpensesGrp/ProgramServicesAmt344577
IRS990/OtherExpensesGrp/TotalAmt01672079
IRS990/OtherExpensesGrp/TotalAmt1525520
IRS990/OtherExpensesGrp/TotalAmt2169363
IRS990/OtherExpensesGrp/TotalAmt373909
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt05319547
IRS990/OtherLiabilitiesGrp/EOYAmt05772157
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CHANGE IN PENALTY LIABILITY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0138951
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0138951
IRS990/OtherRevenueTotalAmt0138951
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01303835
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01981439
IRS990/OtherSalariesAndWagesGrp/TotalAmt03285274
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0121972
IRS990/PayrollTaxesGrp/ProgramServicesAmt0185360
IRS990/PayrollTaxesGrp/TotalAmt0307332
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0542377
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0824250
IRS990/PensionPlanContributionsGrp/TotalAmt01366627
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0132799
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt060449
IRS990/PrincipalOfficerNm0RICK SLATER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt010346377
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt021357
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04598179
IRS990/PYOtherRevenueAmt0321
IRS990/PYRevenuesLessExpensesAmt0482324
IRS990/PYSalariesCompEmpBnftPaidAmt05287552
IRS990/PYTotalExpensesAmt09885731
IRS990/PYTotalRevenueAmt010368055
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0653765
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02769489
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02369761
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt010409
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0435226
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0445635
IRS990ScheduleD/ExpensesSubtotalAmt09556890
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01031188
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0343952
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01375140
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02262677
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEFERRED OUTFLOWS OF RESEOURCES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02528920
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13243237
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED INFLOWS OF RESOURCES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PENSION LIABILITY
IRS990ScheduleD/RevenueSubtotalAmt010210655
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01041597
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04855082
IRS990ScheduleD/TotalExpensesPerForm990Amt09556890
IRS990ScheduleD/TotalLiabilityAmt05772157
IRS990ScheduleD/TotalRevenuePerForm990Amt010210655
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010210655
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09556890
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH REVENUE PROCEDURE 75-50, THE SCHOOL ANNUALLY MAKES ITS RACIALLY NONDISCRIMINITORY POLICY KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY BY PUBLISHING A NOTICE OF ITS POLICY IN A NEWSPAPER OF GENERAL CIRCULATION SERVING ALL RACIAL SEGMENTS OF THE COMMUNITY. THE NOTICE USES THE FONT, TYPE AND WORDING SUGGESTED BY THE REVENUE PROCEDURE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVES FUNDS FROM THE ESTACADA SCHOOL DISTRICT WHICH IS BASED ON AVERAGE DAILY MEMBERSHIP (ADM) MULTIPLIED BY THE NUMBER OF STUDENTS ENROLLED.
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
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,652,744
Liabilities
$5,980,078
Net assets
$3,672,666
Revenue
$10,210,655
Expenses
$9,556,890
Net income
$653,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$7.86$4.96$12.1$12.6$0.46
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$7.12$5.42$11.4$9.86$1.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$6.27$3.90$10.3$10.0$0.23
2022Detailed filing. Detailed filing data is available for this year.$9.65$5.98$3.67$10.2$9.56$0.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.57$5.55$3.02$10.4$9.89$0.48
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.35$3.73$2.62$8.53$7.53$1.00
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.95$3.33$1.62$7.67$6.66$1.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$3.70$0.62$6.95$6.08$0.88
2016Detailed filing. Detailed filing data is available for this year.$1.69$1.95$0.26$6.14$6.90$0.76
2014Detailed filing. Detailed filing data is available for this year.$1.37$1.01$0.36$5.36$4.81$0.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.12$0.61$4.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.63$0.02$3.98
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.32$0.23$2.57