Civic Intelligence

Summit Public Schools Washington

990 • Fiscal year 2016 • EIN 46-4118400

Sep 01, 2015 to Aug 31, 2016 • Filed on Jul 28, 2017

Organization ProfileN/A
900 Island Drive Suite 203Redwood City, CA 94065

(650) 366-1050

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.19x

Higher debt load relative to assets than 52% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

28th percentile

0.07x

Higher debt load relative to revenue than 28% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

83rd percentile

23%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

75th percentile

$192,739

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets52nd percentile

Assets

$2,055,434

No earlier filing loaded for comparison.

Net Assets

$1,663,049

No earlier filing loaded for comparison.

Liabilities

$392,385

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin83rd percentile

Revenue

$5,605,297

No earlier filing loaded for comparison.

Expenses

$4,290,194

No earlier filing loaded for comparison.

Net Income

$1,315,103

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2016: $2,055,434Liabilities 2016: $392,385Net Assets 2016: $1,663,0492016Assets 2017: $3,331,663Liabilities 2017: $1,231,143Net Assets 2017: $2,100,5202017Assets 2018: $10,092,847Liabilities 2018: $8,248,278Net Assets 2018: $1,844,5692018Assets 2019: $8,037,602Liabilities 2019: $5,272,673Net Assets 2019: $2,764,9292019Assets 2020: $12,779,049Liabilities 2020: $7,909,715Net Assets 2020: $4,869,3342020Assets 2021: $14,247,719Liabilities 2021: $8,518,067Net Assets 2021: $5,729,6522021Assets 2022: $15,174,893Liabilities 2022: $9,428,257Net Assets 2022: $5,746,6362022Assets 2023: $27,865,905Liabilities 2023: $21,871,475Net Assets 2023: $5,994,4302023Assets 2024: $34,377,340Liabilities 2024: $28,468,906Net Assets 2024: $5,908,4342024

Highlighted filing

2016

Assets$2,055,434
Liabilities$392,385
Net Assets$1,663,049
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2016: $5,605,297Expenses 2016: $4,290,194Net Income 2016: $1,315,1032016Revenue 2017: $6,454,785Expenses 2017: $5,628,046Net Income 2017: $826,7392017Revenue 2018: $10,739,842Expenses 2018: $10,995,793Net Income 2018: -$255,9512018Revenue 2019: $16,296,558Expenses 2019: $15,376,198Net Income 2019: $920,3602019Revenue 2020: $17,594,974Expenses 2020: $15,490,569Net Income 2020: $2,104,4052020Revenue 2021: $16,987,121Expenses 2021: $16,126,803Net Income 2021: $860,3182021Revenue 2022: $17,935,208Expenses 2022: $17,918,224Net Income 2022: $16,9842022Revenue 2023: $18,356,018Expenses 2023: $18,108,224Net Income 2023: $247,7942023Revenue 2024: $19,148,627Expenses 2024: $19,234,623Net Income 2024: -$85,9962024

Highlighted filing

2016

Revenue$5,605,297
Expenses$4,290,194
Net Income$1,315,103
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jul 28, 2017
Return Version
2015v3.0
Gross Receipts
$5,605,297
Mission and Program Overview

Mission

To prepare a diverse student population for success in a four-year college or university, and to be thoughtful, contributing members of society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$1,492,903-
Prepaid Expenses and Deferred Charges$561,149$522,076▼ $39,073
Accounts Receivable-$1,080-
Total Assets$600,924$2,055,434▲ $1,454,510
Other Assets Total$39,775$39,375▼ $400
Liabilities
Accounts Payable and Accrued Expenses$173,041$392,385▲ $219,344
Other Liabilities$79,937--
Total Liabilities$252,978$392,385▲ $139,407
Net Assets / Fund Balance
Unrestricted Net Assets$347,946$1,663,049▲ $1,315,103
Total Net Assets Fund Balance$347,946$1,663,049▲ $1,315,103
Total Liabilities and Net Assets / Fund Balance$600,924$2,055,434▲ $1,454,510
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jen WickensChief Reg. OFT$163,592$29,147$192,739
Jen WickensChief Reg. Officer-$163,592$29,147$192,739
Malia BurnsExecutive DiFT$107,258$10,264$117,522

Board Members and Trustees

NameTitle
Michael OrbinoChair
Gordon EmpeyMember
Mike GalgonMember
Amy LiuSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,594,154
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$11,143
All Other Contributions
$4,876,204
Change in Net Assets
$1,315,103

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,605,297
Total Revenue per Audited Statements
$5,605,297
Total Revenue per Form 990
$5,605,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,405,662
Salaries, Compensation, and Employee Benefits$1,884,532
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$849,389$328,025-$1,177,414
Occupancy$884,416--$884,416
Fees for Services Management$350,000$25,008-$375,008
Current Officers, Directors, Trustees, and Key Employees$190,871$73,712-$264,583
Information Technology$228,264--$228,264
Office Expenses-$181,279-$181,279
Fees for Services Other$176,729--$176,729
Pension Plan Contributions$125,081$48,305-$173,386
Other Employee Benefits$101,234$39,096-$140,330
Other Expenses$135,979--$135,979
Payroll Taxes$92,930$35,889-$128,819
Fees for Services Legal-$45,570-$45,570
Travel$34,729--$34,729
Insurance-$31,670-$31,670
Fees for Services Accounting-$12,032-$12,032
Conferences and Meetings-$1,476-$1,476
Total Functional Expenses$3,468,132$822,062$0$4,290,194

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,290,194
Total Expenses per Audited Statements$4,290,194
Total Expenses per Form 990$4,290,194
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Othe Liabilities-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Summit public schools is the sole corporate member of summit public schools washington.”

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 is presented to the board for comments and/or approval prior to filing the form.”

Form 990, Page 6, Part VI, Line 12C

“The board of directors monitors and enforces the adherence to the organization's conflict of interest policy.”

Form 990, Page 6, Part VI, Line 15A

“The organizational policy for establishing operating officers and key management employees wages are based on the standard salaries in the industry in the same geographical area.”

Form 990, Page 6, Part VI, Line 15B

“SAME AS ABOVE.”

Form 990, Page 6, Part VI, Line 19

“The organization provides its governing documents, conflict of interest policy and financial statements to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Summit Public Schools Washington
EIN
46-4118400
Address
900 ISLAND DRIVE SUITE 203, REDWOOD CITY, CA 94065

Signing Officer

Name
Amy Liu
Title
Secretary
Signed
2017-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Liu
Formed
2013
Legal Domicile
Wa
Voting Board Members
3
Independent Board Members
3
Employees
22
Volunteers
35

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 E ROUTE 66, GLENDORA, CA 91740-4676
Preparer
Wade Mcmullen CPA
Phone
6268577300
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Summit wa is a non-profit entity exempt from the payment of income taxes under internal revenue code section 501(c)(3). Accordingly, no provision has been made for income taxes. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. Summit wa files informational returns in the u.s. Federal jurisdiction. The statute of limitations for federal purposes is generally three years.”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SUMMIT WA IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. SUMMIT WA FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS GENERALLY THREE YEARS.
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1AS A PUBLIC CHARTER SCHOOL, THE ORGANIZATION RECEIVES STATE AND FEDERAL PUBLIC FUNDING.
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IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUMMIT PUBLIC SCHOOLS IS THE SOLE CORPORATE MEMBER OF SUMMIT PUBLIC SCHOOLS WASHINGTON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS PRESENTED TO THE BOARD FOR COMMENTS AND/OR APPROVAL PRIOR TO FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS MONITORS AND ENFORCES THE ADHERENCE TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATIONAL POLICY FOR ESTABLISHING OPERATING OFFICERS AND KEY MANAGEMENT EMPLOYEES WAGES ARE BASED ON THE STANDARD SALARIES IN THE INDUSTRY IN THE SAME GEOGRAPHICAL AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SAME AS ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917404676
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WADE MCMULLEN CPA
ReturnHeader/ReturnTs02017-07-28T13:28:58-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,055,434
Liabilities
$392,385
Net assets
$1,663,049
Revenue
$5,605,297
Expenses
$4,290,194
Net income
$1,315,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$34.4$28.5$5.91$19.1$19.2$0.09
2023Summary only. Only limited summary data is available for this year.$27.9$21.9$5.99$18.4$18.1$0.25
2022Summary only. Only limited summary data is available for this year.$15.2$9.43$5.75$17.9$17.9$0.02
2021Summary only. Only limited summary data is available for this year.$14.2$8.52$5.73$17.0$16.1$0.86
2020Summary only. Only limited summary data is available for this year.$12.8$7.91$4.87$17.6$15.5$2.10
2019Summary only. Only limited summary data is available for this year.$8.04$5.27$2.76$16.3$15.4$0.92
2018Summary only. Only limited summary data is available for this year.$10.1$8.25$1.84$10.7$11.0$0.26
2017Summary only. Only limited summary data is available for this year.$3.33$1.23$2.10$6.45$5.63$0.83
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.39$1.66$5.61$4.29$1.32