Civic Intelligence

Summer Tree Institute

990EZ • Fiscal year 2017 • EIN 33-0939467

Dec 01, 2016 to Nov 30, 2017 • Filed on Apr 16, 2018

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

97th percentile

2.27x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

95th percentile

1.02x

Higher debt load relative to revenue than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$12,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

88th percentile

71%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

86%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$34,265

Up $14,267 (+71%) from 2016

Net Assets

Up

-$43,571

Up $15,367 (+26%) from 2016

Liabilities

Down

$77,836

Down $1,100 (-1.4%) from 2016

Revenue

Up

$76,446

Up $35,237 (+86%) from 2016

Expenses

Up

$61,079

Up $25,758 (+73%) from 2016

Net Income

Up

$15,367

Up $9,479 (+161%) from 2016

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

2017

Assets$34,265
Liabilities$77,836
Net Assets-$43,571

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

2017

Revenue$76,446
Expenses$61,079
Net Income$15,367
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Apr 16, 2018
Return Version
2016v3.0
Gross Receipts
$76,446
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.$38,711$23,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN KOBALYExecutive DirecFT$12,000-$12,000
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
2018-04-16
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.1002

Office Expenses $2881

Other Expenses.1

CONSULTING $23350

Other Expenses.2

OTHER COSTS $3187

Other Expenses.3

FUEL $1954

Other Expenses.4

PROGRAM: WORKSHOPS $1527

Other Expenses.5

TELEPHONE $1448

Other Expenses.6

INSURANCE $1394

Other Expenses.7

Program: expeditions $1300

Other Expenses.8

INTERNET/CABLE $1016

Other Expenses.9

UTILITIES $799

Other Expenses.10

PROGRAM EXPENSES $625

Other Expenses.11

Software/data storage $435

Other Expenses.12

Website hosting/domains $405

Other Expenses.13

PO BOX RENTAL $382

Other Expenses.14

REIMBURSEMENTS $210

Other Expenses.16

POSTAGE $93

Other Expenses.17

MEMBERSHIPS $75

Other Expenses.18

BANK FEES $63

Other Expenses.19

FILING FEES $55

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $736 Accounts Payable and Accrued Expenses - Ending $736

Total Liabilities.1007

Secured Mortgages and Notes Payable - Beginning $78200 Secured Mortgages and Notes Payable - Ending $77100

Raw XML Appendix182 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/ExplanationTxt0Office Expenses $2881
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUEL $1954
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM: WORKSHOPS $1527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TELEPHONE $1448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSURANCE $1394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROGRAM: EXPEDITIONS $1300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INTERNET/CABLE $1016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9UTILITIES $799
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PROGRAM EXPENSES $625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SOFTWARE/DATA STORAGE $435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12WEBSITE HOSTING/DOMAINS $405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PO BOX RENTAL $382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14REIMBURSEMENTS $210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15POSTAGE $93
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MEMBERSHIPS $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17BANK FEES $63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18FILING FEES $55
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
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ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN KOBALY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMER TREE INSTITUTE
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ReturnHeader/Filer/EIN0330939467
ReturnHeader/Filer/PhoneNum07603637229
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ReturnHeader/Filer/USAddress/ZIPCd092256
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRAZER ABBOTT & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055898 29 Palms Hwy Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Yucca Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0922847802
ReturnHeader/PreparerPersonGrp/PhoneNum07603651040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shelly L Abbott EA
ReturnHeader/ReturnTs02018-04-16T16:51:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

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Filings