Civic Intelligence

Summer Tree Institute

EIN 33-0939467 • 501(c)3 • Morongo Valley, CA

Profile

To educate and empower individuals and organizations in promoting a healthier environment for all living things.

PO Box 307Morongo Valley, CA 92256

summertree.org

Siviq Scores

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

Liabilities / Assets

98th percentile

4.67x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

99th percentile

8.73x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

6th percentile

-220%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

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 2022

Asset Growth

18th percentile

-55%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

18th percentile

-49%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$22,846

Down $27,952 (-55%) from 2021

Liabilities

Down

$106,600

Down $1,100 (-1.0%) from 2021

Net Assets

Down

-$83,754

Down $26,852 (-47%) from 2021

Revenue

Down

$12,212

Down $11,942 (-49%) from 2021

Expenses

Up

$39,064

Up $6,213 (+19%) from 2021

Net Income

Down

-$26,852

Down $18,155 (-209%) from 2021

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0-$50K-$100KAssets 2014: $11,878Liabilities 2014: $80,600Net Assets 2014: -$68,7222014Assets 2015: $14,574Liabilities 2015: $79,400Net Assets 2015: -$64,8262015Assets 2016: $19,998Liabilities 2016: $78,936Net Assets 2016: -$58,9382016Assets 2017: $34,265Liabilities 2017: $77,836Net Assets 2017: -$43,5712017Assets 2018: $10,153Liabilities 2018: $75,900Net Assets 2018: -$65,7472018Assets 2019: $43,236Liabilities 2019: $74,800Net Assets 2019: -$31,5642019Assets 2020: $60,695Liabilities 2020: $108,900Net Assets 2020: -$48,2052020Assets 2021: $50,798Liabilities 2021: $107,700Net Assets 2021: -$56,9022021Assets 2022: $22,846Liabilities 2022: $106,600Net Assets 2022: -$83,7542022

Highlighted filing

2022

Assets$22,846
Liabilities$106,600
Net Assets-$83,754

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $100,633Expenses 2014: $111,581Net Income 2014: -$10,9482014Revenue 2015: $56,999Expenses 2015: $53,103Net Income 2015: $3,8962015Revenue 2016: $41,209Expenses 2016: $35,321Net Income 2016: $5,8882016Revenue 2017: $76,446Expenses 2017: $61,079Net Income 2017: $15,3672017Revenue 2018: $25,777Expenses 2018: $47,953Net Income 2018: -$22,1762018Revenue 2019: $84,099Expenses 2019: $49,916Net Income 2019: $34,1832019Revenue 2020: $44,302Expenses 2020: $60,943Net Income 2020: -$16,6412020Revenue 2021: $24,154Expenses 2021: $32,851Net Income 2021: -$8,6972021Revenue 2022: $12,212Expenses 2022: $39,064Net Income 2022: -$26,8522022

Highlighted filing

2022

Revenue$12,212
Expenses$39,064
Net Income-$26,852

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Oct 16, 2023
Return Version
2021v4.1
Gross Receipts
$12,212
Mission and Program Overview

Mission

To educate and empower individuals and organizations in promoting a healthier environment for all living things.

Program Services

DescriptionGrantsExpenses
THE CREATION OF ENVIRONMENTAL EDUCATION MATERIALS, PROGRAMMING, AND EXPERIENCES FOR STUDENTS, TEACHERS, AND OTHERS IN ORDER TO ENHANCE ENVIRONMENTAL AWARENESS.$10,000$25,957
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN KOBALYExecutive DirecFT$0--
PATRICIA TWITTYSecretary-$0--
JUSTINE TOMSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Summer Tree Institute
EIN
33-0939467
Phone
7603637229
Address
PO BOX 307, MORONGO VALLEY, CA 92256

Signing Officer

Name
Robin Kobaly
Title
Director
Signed
2023-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Abbott & Company
Address
55898 29 Palms Hwy Ste A, Yucca Valley, CA 92284
Preparer
Shelly L Abbott EA
Phone
7603651040
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $10

Other Expenses.1

CONSULTING $11458

Other Expenses.2

OFFICE EQUIPMENT $3978

Other Expenses.3

REIMBURSEMENTS $2856

Other Expenses.4

FUEL $2771

Other Expenses.5

DEMO GARDEN $2354

Other Expenses.6

TELEPHONE $1587

Other Expenses.7

INSURANCE $1509

Other Expenses.8

Website hosting/domains $1200

Other Expenses.9

INTERNET/CABLE $1096

Other Expenses.10

OFFICE SUPPLIES $939

Other Expenses.11

SERVICES $910

Other Expenses.12

SOFTWARE $706

Other Expenses.13

UTILITIES $537

Other Expenses.14

SUBSCRIPTIONS $208

Other Expenses.15

MISCELLANOUS $174

Other Expenses.16

PO BOX RENTAL $166

Other Expenses.18

OPERATING SUPPLIES $153

Other Expenses.19

STORAGE FEES $120

Other Expenses.20

MEALS $75

Other Expenses.21

FRAUD $44

Total Liabilities.1007

Secured Mortgages and Notes Payable - Beginning $72400 Secured Mortgages and Notes Payable - Ending $71300

Total Liabilities.1008

Unsecured Notes and Loans Payable - Beginning $35300 Unsecured Notes and Loans Payable - Ending $35300

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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