Civic Intelligence

Summer Tree Institute

990EZ • Fiscal year 2015 • EIN 33-0939467

Dec 01, 2014 to Nov 30, 2015 • Filed on Apr 06, 2016

PO Box 307Morongo Valley, CA 92256

(760) 363-7229

Siviq Scores

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

Liabilities / Assets

98th percentile

5.45x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

96th percentile

1.39x

Higher debt load relative to revenue than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

58th percentile

6.8%

Higher net margin than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

79th percentile

$10,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

73rd percentile

23%

Faster asset growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-43%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$14,574

Up $2,696 (+23%) from 2014

Net Assets

Up

-$64,826

Up $3,896 (+5.7%) from 2014

Liabilities

Down

$79,400

Down $1,200 (-1.5%) from 2014

Revenue

Down

$56,999

Down $43,634 (-43%) from 2014

Expenses

Down

$53,103

Down $58,478 (-52%) from 2014

Net Income

Up

$3,896

Up $14,844 (+136%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$14,574
Liabilities$79,400
Net Assets-$64,826

Operations Trend

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

2015

Revenue$56,999
Expenses$53,103
Net Income$3,896
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Apr 6, 2016
Return Version
2014v6.0
Gross Receipts
$56,999
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.$32,054$25,897
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN KOBALYExecutive DirecFT$10,500-$10,500
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
2016-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Steven G Frazer & Company
Address
55898 29 Palms Hwy Suite A, Yucca Valley, CA 92284-7802
Preparer
Shelly L Abbott EA
Phone
7603651040
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $2860

Other Expenses.1012

Insurance $2481

Other Expenses.1

Program: expeditions $15390

Other Expenses.2

CONSULTING $7515

Other Expenses.3

FUEL $1601

Other Expenses.4

TELEPHONE $1078

Other Expenses.5

UTILITIES $905

Other Expenses.6

INTERNET/CABLE $905

Other Expenses.7

WATER-DEMO GARDEN $675

Other Expenses.8

PROGRAM: WORKSHOPS $404

Other Expenses.10

Website hosting/domains $304

Other Expenses.11

MISC $286

Other Expenses.12

PO BOX RENTAL $155

Other Expenses.13

Dues & subscriptions $146

Other Expenses.14

FUNDRAISING $99

Other Expenses.15

SUPPLIES $85

Other Expenses.16

MEALS $40

Other Expenses.18

BANK CHARGES $31

Total Liabilities.1007

Secured Mortgages and Notes Payable - Beginning $80600 Secured Mortgages and Notes Payable - Ending $79400

Raw XML Appendix179 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2481
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSULTING $7515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FUEL $1601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TELEPHONE $1078
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INTERNET/CABLE $905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WATER-DEMO GARDEN $675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PROGRAM: WORKSHOPS $404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10WEBSITE HOSTING/DOMAINS $304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISC $286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PO BOX RENTAL $155
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14FUNDRAISING $99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SUPPLIES $85
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Secured Mortgages and Notes Payable - Beginning $80600 Secured Mortgages and Notes Payable - Ending $79400
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ReturnHeader/BuildTS02016-08-17 19:52:53Z
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ReturnHeader/Filer/EIN0330939467
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ReturnHeader/PreparerPersonGrp/PhoneNum07603651040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shelly L Abbott EA
ReturnHeader/ReturnTs02016-04-06T08:43:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

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Filings