Civic Intelligence

Summer Tree Institute

990EZ • Fiscal year 2020 • EIN 33-0939467

Dec 01, 2019 to Nov 30, 2020 • Filed on Jul 19, 2021

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

1.79x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

97th percentile

2.46x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

15th percentile

-38%

Higher net margin than 15% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

77th percentile

40%

Faster asset growth than 77% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-47%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$60,695

Up $17,459 (+40%) from 2019

Net Assets

Down

-$48,205

Down $16,641 (-53%) from 2019

Liabilities

Up

$108,900

Up $34,100 (+46%) from 2019

Revenue

Down

$44,302

Down $39,797 (-47%) from 2019

Expenses

Up

$60,943

Up $11,027 (+22%) from 2019

Net Income

Down

-$16,641

Down $50,824 (-149%) from 2019

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

2020

Assets$60,695
Liabilities$108,900
Net Assets-$48,205

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

2020

Revenue$44,302
Expenses$60,943
Net Income-$16,641
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Jul 19, 2021
Return Version
2019v5.0
Gross Receipts
$44,302
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.$39,602$39,000
Compensation and Service Providers

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
2021-07-19
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1001

Advertising and Promotion $9

Other Expenses.1

Refunds: expeditions $18725

Other Expenses.2

DONATIONS $8463

Other Expenses.3

Repairs & maintenance $5900

Other Expenses.4

CONSULTING $5500

Other Expenses.6

UTILITIES $2311

Other Expenses.7

OFFICE EQUIPMENT $1899

Other Expenses.8

FUEL $1438

Other Expenses.9

TELEPHONE $1300

Other Expenses.10

Website hosting/domains $1277

Other Expenses.11

INSURANCE $1163

Other Expenses.12

INTERNET/CABLE $1021

Other Expenses.13

DEMO GARDEN $689

Other Expenses.14

OFFICE SUPPLIES $485

Other Expenses.15

PO BOX RENTAL $244

Other Expenses.17

MISCELLANOUS $108

Other Expenses.18

LOAN FEES $100

Other Expenses.19

PROGRAM EXPENSES $45

Total Liabilities.1007

Secured Mortgages and Notes Payable - Beginning $74800 Secured Mortgages and Notes Payable - Ending $73600

Total Liabilities.1008

Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $35300

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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/ReturnTs02021-07-19T14:47:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

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Filings