Civic Intelligence

Summer Tree Institute

990EZ • Fiscal year 2019 • EIN 33-0939467

Dec 01, 2018 to Nov 30, 2019 • Filed on May 11, 2020

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

97th percentile

1.73x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

95th percentile

0.89x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

97th percentile

326%

Faster asset growth than 97% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

226%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$43,236

Up $33,083 (+326%) from 2018

Net Assets

Up

-$31,564

Up $34,183 (+52%) from 2018

Liabilities

Down

$74,800

Down $1,100 (-1.4%) from 2018

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin88th percentile

Revenue

Up

$84,099

Up $58,322 (+226%) from 2018

Expenses

Up

$49,916

Up $1,963 (+4.1%) from 2018

Net Income

Up

$34,183

Up $56,359 (+254%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2019

Assets$43,236
Liabilities$74,800
Net Assets-$31,564
Open 2019 Filing

Operations Trend

Revenue Growth97th 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

2019

Revenue$84,099
Expenses$49,916
Net Income$34,183
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
May 11, 2020
Return Version
2018v3.1
Gross Receipts
$84,099
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.$45,496-
Compensation and Service Providers
Top Officer Pay77th percentile

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
2020-05-11
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

“CONSULTING $21945”

Other Expenses.2

“Program: expeditions $9378”

Other Expenses.3

“PROGRAM EXPENSES $4415”

Other Expenses.5

“FUEL $1977”

Other Expenses.6

“Website hosting/domains $1740”

Other Expenses.7

“TELEPHONE $1586”

Other Expenses.8

“INSURANCE $1315”

Other Expenses.9

“INTERNET/CABLE $1108”

Other Expenses.10

“UTILITIES $789”

Other Expenses.11

“REIMBURSEMENTS $786”

Other Expenses.12

“Software/data storage $314”

Other Expenses.13

“PO BOX RENTAL $224”

Other Expenses.14

“POSTAGE $186”

Other Expenses.15

“FILING FEES $55”

Other Expenses.16

“BANK FEES $33”

Total Liabilities.1007

“Secured Mortgages and Notes Payable - Beginning $75900 Secured Mortgages and Notes Payable - Ending $74800”

Raw XML Appendix169 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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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13FILING FEES $55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14BANK FEES $33
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Secured Mortgages and Notes Payable - Beginning $75900 Secured Mortgages and Notes Payable - Ending $74800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1007
ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN KOBALY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMER TREE INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0330939467
ReturnHeader/Filer/PhoneNum07603637229
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055898 29 Palms Hwy Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Yucca Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum07603651040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shelly L Abbott EA
ReturnHeader/ReturnTs02020-05-11T16:07:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,236
Liabilities
$74,800
Net assets
-$31,564
Revenue
$84,099
Expenses
$49,916
Net income
$34,183
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