Civic Intelligence

Summer Tree Institute

990EZ • Fiscal year 2014 • EIN 33-0939467

Dec 01, 2013 to Nov 30, 2014 • Filed on Mar 13, 2015

Organization ProfileSUMMERTREE.ORG
PO Box 30792256

(760) 363-7229

Siviq Scores

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

Liabilities / Assets

99th percentile

6.79x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

94th percentile

0.80x

Higher debt load relative to revenue than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets99th percentile

Assets

$11,878

No earlier filing loaded for comparison.

Net Assets

-$68,722

No earlier filing loaded for comparison.

Liabilities

$80,600

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin22nd percentile

Revenue

$100,633

No earlier filing loaded for comparison.

Expenses

$111,581

No earlier filing loaded for comparison.

Net Income

-$10,948

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2014

Assets$11,878
Liabilities$80,600
Net Assets-$68,722
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2014

Revenue$100,633
Expenses$111,581
Net Income-$10,948
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
Mar 13, 2015
Return Version
2013v4.0
Gross Receipts
$100,633
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.$102,665$82,380
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

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

Filer

EIN
33-0939467
Phone
7603637229

Signing Officer

Name
Robin Kobaly
Title
Director
Signed
2015-03-13
Discuss with paid preparer
Yes

Preparer

Preparer
Shelly L Abbott EA
Phone
7603651040
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2490”

Other Expenses.1012

“Insurance $1608”

Other Expenses.1

“Program: ca desert protection $61116”

Other Expenses.2

“Program: expeditions $19409”

Other Expenses.3

“CONSULTING $6098”

Other Expenses.4

“Program: ca desert coalition $4682”

Other Expenses.5

“SUPPLIES $2211”

Other Expenses.6

“FUEL $1985”

Other Expenses.7

“TELEPHONE $1745”

Other Expenses.8

“Program: water-wise $1327”

Other Expenses.9

“INTERNET/FAX $1101”

Other Expenses.10

“WATER-DEMO GARDEN $1086”

Other Expenses.11

“UTILITIES $818”

Other Expenses.12

“PO BOX RENTAL $208”

Other Expenses.13

“MISC $173”

Other Expenses.14

“DUES & SUBSCRIPTIONS $75”

Total Liabilities.1007

“Secured Mortgages and Notes Payable - Beginning $81900 Secured Mortgages and Notes Payable - Ending $80600”

Raw XML Appendix174 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.

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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt0106132
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO EDUCATE AND EMPOWER INDIVIDUALS AND ORGANIZATIONS IN PROMOTING A HEALTHIER ENVIRONMENT FOR ALL LIVING THINGS.
IRS990EZ/PrintingPublicationsPostageAmt049
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0111581
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IRS990EZ/TotalRevenueAmt0100633
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0SUMMERTREE.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt089624
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt030088
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt030918
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt042109
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt077831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0270570
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt089624
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt077831
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0270570
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM: CA DESERT PROTECTION $61116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM: EXPEDITIONS $19409
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTING $6098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM: CA DESERT COALITION $4682
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $2211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FUEL $1985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TELEPHONE $1745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PROGRAM: WATER-WISE $1327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10INTERNET/FAX $1101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11WATER-DEMO GARDEN $1086
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12UTILITIES $818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PO BOX RENTAL $208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MISC $173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15DUES & SUBSCRIPTIONS $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Secured Mortgages and Notes Payable - Beginning $81900 Secured Mortgages and Notes Payable - Ending $80600
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1007
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN KOBALY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10SUMMER TREE INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0330939467
ReturnHeader/Filer/PhoneNum07603637229
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ReturnHeader/Filer/USAddress/City0MORONGO VALLEY
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092256
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum07603651040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shelly L Abbott EA
ReturnHeader/ReturnTs02015-03-13T08:52:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-12-01
ReturnHeader/TaxPeriodEndDt02014-11-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,878
Liabilities
$80,600
Net assets
-$68,722
Revenue
$100,633
Expenses
$111,581
Net income
-$10,948
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.23$1.07$0.84$0.12$0.39$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.51$1.08$0.57$0.24$0.33$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.61$1.09$0.48$0.44$0.61$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.75$0.32$0.84$0.50$0.34
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.76$0.66$0.26$0.48$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.78$0.44$0.76$0.61$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.79$0.59$0.41$0.35$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.79$0.65$0.57$0.53$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.81$0.69$1.01$1.12$0.11