Civic Intelligence

Summer Tree Institute

990EZ • Fiscal year 2016 • EIN 33-0939467

Dec 01, 2015 to Nov 30, 2016 • Filed on Apr 14, 2017

Organization ProfileSUMMERTREE.ORG
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

3.95x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

1.92x

Higher debt load relative to revenue than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

80th percentile

$13,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 31.5% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

81st percentile

37%

Faster asset growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-28%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$19,998

Up $5,424 (+37%) from 2015

Net Assets

Up

-$58,938

Up $5,888 (+9.1%) from 2015

Liabilities

Down

$78,936

Down $464 (-0.6%) from 2015

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin70th percentile

Revenue

Down

$41,209

Down $15,790 (-28%) from 2015

Expenses

Down

$35,321

Down $17,782 (-33%) from 2015

Net Income

Up

$5,888

Up $1,992 (+51%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

2016

Assets$19,998
Liabilities$78,936
Net Assets-$58,938
Open 2016 Filing

Operations Trend

Revenue Growth19th percentile

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

2016

Revenue$41,209
Expenses$35,321
Net Income$5,888
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Apr 14, 2017
Return Version
2015v3.0
Gross Receipts
$41,209
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.$25,717-
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN KOBALYExecutive DirecFT$13,000-$13,000
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
2017-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Frazer Abbott & 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.1012

“Insurance $2820”

Other Expenses.1

“PROGRAM: WORKSHOPS $2299”

Other Expenses.2

“CONSULTING $2100”

Other Expenses.3

“OFFICE SUPPLIES $1359”

Other Expenses.4

“MEETINGS $1163”

Other Expenses.5

“TELEPHONE $1089”

Other Expenses.6

“INTERNET/CABLE $1085”

Other Expenses.7

“FUEL $954”

Other Expenses.8

“UTILITIES $716”

Other Expenses.9

“Program: expeditions $500”

Other Expenses.10

“Website hosting/domains $176”

Other Expenses.11

“PO BOX RENTAL $170”

Other Expenses.13

“DUES & SUBSCRIPTIONS $75”

Other Expenses.14

“SUPPLIES $35”

Other Expenses.15

“BANK FEES $31”

Other Expenses.16

“REIMBURSEMENTS $10”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $736”

Total Liabilities.1007

“Secured Mortgages and Notes Payable - Beginning $79400 Secured Mortgages and Notes Payable - Ending $78200”

Raw XML Appendix175 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/ExplanationTxt0Insurance $2820
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/PreparerPersonGrp/PhoneNum07603651040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shelly L Abbott EA
ReturnHeader/ReturnTs02017-04-14T16:20:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,998
Liabilities
$78,936
Net assets
-$58,938
Revenue
$41,209
Expenses
$35,321
Net income
$5,888
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