Civic Intelligence

Summer Tree Institute

990EZ • Fiscal year 2021 • EIN 33-0939467

Dec 01, 2020 to Nov 30, 2021 • Filed on Oct 13, 2022

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

2.12x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

98th percentile

4.46x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

14th percentile

-36%

Higher net margin than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

21st percentile

-16%

Faster asset growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-45%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$50,798

Down $9,897 (-16%) from 2020

Net Assets

Down

-$56,902

Down $8,697 (-18%) from 2020

Liabilities

Down

$107,700

Down $1,200 (-1.1%) from 2020

Revenue

Down

$24,154

Down $20,148 (-45%) from 2020

Expenses

Down

$32,851

Down $28,092 (-46%) from 2020

Net Income

Up

-$8,697

Up $7,944 (+48%) from 2020

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

2021

Assets$50,798
Liabilities$107,700
Net Assets-$56,902

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

2021

Revenue$24,154
Expenses$32,851
Net Income-$8,697
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Oct 13, 2022
Return Version
2020v4.0
Gross Receipts
$24,154
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.$15,000$13,790
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
2022-10-13
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.1

OFFICE EQUIPMENT $6889

Other Expenses.2

DEMO GARDEN $3391

Other Expenses.3

CONSULTING $2180

Other Expenses.4

Website hosting/domains $1888

Other Expenses.5

FUEL $1859

Other Expenses.6

INSURANCE $1578

Other Expenses.7

TELEPHONE $1447

Other Expenses.8

UTILITIES $1427

Other Expenses.9

OFFICE SUPPLIES $1390

Other Expenses.10

REIMBURSEMENTS $1067

Other Expenses.11

INTERNET/CABLE $897

Other Expenses.12

Computer tech support $780

Other Expenses.13

SOFTWARE $678

Other Expenses.14

PO BOX RENTAL $449

Other Expenses.16

SUBSCRIPTIONS $180

Other Expenses.17

LOAN FEES $151

Other Expenses.18

MEALS $98

Other Expenses.19

OPERATING SUPPLIES $35

Total Liabilities.1007

Secured Mortgages and Notes Payable - Beginning $73600 Secured Mortgages and Notes Payable - Ending $72400

Total Liabilities.1008

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

Raw XML Appendix185 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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