Civic Intelligence

Summer House Inc.

990 • Fiscal year 2017 • EIN 51-0138201

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 19, 2017

Organization Profilesummerhouseinc.org
PO Box 1724Woodland, CA 95776

(530) 662-2763

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.20x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.14x

Higher debt load relative to revenue than 57% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

60th percentile

6.8%

Higher net margin than 60% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

47th percentile

$57,091

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$1,305,952

Up $127,904 (+11%) from 2016

Net Assets

Up

$1,041,495

Up $130,337 (+14%) from 2016

Liabilities

Down

$264,457

Down $2,433 (-0.9%) from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin60th percentile

Revenue

Up

$1,925,417

Up $271,799 (+16%) from 2016

Expenses

Up

$1,795,080

Up $161,378 (+9.9%) from 2016

Net Income

Up

$130,337

Up $110,421 (+554%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,265,606Liabilities 2011: $304,950Net Assets 2011: $960,6562011Assets 2012: $1,254,632Liabilities 2012: $308,441Net Assets 2012: $946,1912012Assets 2013: $1,186,796Liabilities 2013: $292,532Net Assets 2013: $894,2642013Assets 2014: $1,165,077Liabilities 2014: $269,381Net Assets 2014: $895,6962014Assets 2015: $1,162,401Liabilities 2015: $271,159Net Assets 2015: $891,2422015Assets 2016: $1,178,048Liabilities 2016: $266,890Net Assets 2016: $911,1582016Assets 2017: $1,305,952Liabilities 2017: $264,457Net Assets 2017: $1,041,4952017Assets 2018: $1,296,239Liabilities 2018: $263,794Net Assets 2018: $1,032,4452018Assets 2019: $1,197,560Liabilities 2019: $267,887Net Assets 2019: $929,6732019Assets 2020: $1,535,300Liabilities 2020: $643,541Net Assets 2020: $891,7592020Assets 2021: $1,625,000Liabilities 2021: $302,189Net Assets 2021: $1,322,8112021Assets 2022: $1,304,720Liabilities 2022: $279,734Net Assets 2022: $1,024,9862022Assets 2023: $1,653,708Liabilities 2023: $240,069Net Assets 2023: $1,413,6392023Assets 2024: $1,498,991Liabilities 2024: $157,328Net Assets 2024: $1,341,6632024Assets 2025: $1,566,018Liabilities 2025: $145,236Net Assets 2025: $1,420,7822025

Highlighted filing

2017

Assets$1,305,952
Liabilities$264,457
Net Assets$1,041,495
Open 2017 Filing

Operations Trend

Revenue Growth70th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,547,7032011Expenses 2012: $1,610,7742012Expenses 2013: $1,497,7272013Revenue 2014: $1,524,360Expenses 2014: $1,522,928Net Income 2014: $1,4322014Revenue 2015: $1,578,130Expenses 2015: $1,582,584Net Income 2015: -$4,4542015Revenue 2016: $1,653,618Expenses 2016: $1,633,702Net Income 2016: $19,9162016Revenue 2017: $1,925,417Expenses 2017: $1,795,080Net Income 2017: $130,3372017Revenue 2018: $1,955,400Expenses 2018: $1,964,450Net Income 2018: -$9,0502018Revenue 2019: $2,035,837Expenses 2019: $2,143,057Net Income 2019: -$107,2202019Revenue 2020: $2,411,393Expenses 2020: $2,456,821Net Income 2020: -$45,4282020Revenue 2021: $3,293,632Expenses 2021: $2,862,580Net Income 2021: $431,0522021Revenue 2022: $2,675,073Expenses 2022: $2,884,565Net Income 2022: -$209,4922022Revenue 2023: $3,260,610Expenses 2023: $3,042,512Net Income 2023: $218,0982023Revenue 2024: $3,402,753Expenses 2024: $3,488,079Net Income 2024: -$85,3262024Revenue 2025: $3,376,121Expenses 2025: $3,297,003Net Income 2025: $79,1182025

Highlighted filing

2017

Revenue$1,925,417
Expenses$1,795,080
Net Income$130,337
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 19, 2017
Return Version
2016v3.0
Gross Receipts
$1,927,018
Mission and Program Overview

Mission

The mission of Summer House, Inc. is to provide living options and support for adults with developmental disabilities that respect their individual dignity and human worth, and enhance their self-reliance, self-esteem, safety and involvement in the local community. Summer House operates two residential facilities, an independent living skills program, and a supported living services program.

The mission of Summer House, Inc. is to provide living options and support for adults with developmental disabilities that respect their individual dignity and human worth, and enhance their self-reliance, self-esteem, safety and involvement in the local community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$416,036$434,561▲ $18,525
Savings and Temporary Cash Investments$335,560$319,859▼ $15,701
Cash and Non-Interest-Bearing Accounts$174,582$289,880▲ $115,298
Accounts Receivable$137,822$145,481▲ $7,659
Other Notes and Loans Receivable, Net$103,623$103,623→ $0
Prepaid Expenses and Deferred Charges$10,425$12,548▲ $2,123
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,178,048$1,305,952▲ $127,904
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$174,701$165,082▼ $9,619
Accounts Payable and Accrued Expenses$92,188$99,375▲ $7,187
Other Liabilities$1--
Total Liabilities$266,890$264,457▼ $2,433
Net Assets / Fund Balance
Unrestricted Net Assets$908,929$1,039,802▲ $130,873
Temporarily Rstr Net Assets$2,229$1,693▼ $536
Total Net Assets Fund Balance$911,158$1,041,495▲ $130,337
Total Liabilities and Net Assets / Fund Balance$1,178,048$1,305,952▲ $127,904

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$274,390$505,756$780,146
Equipment$71,301$34,994$106,295
Buildings$29,467$66,504$95,971
Land$55,218-$55,218
Other Land Buildings$4,185$13,962$18,147
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lea KirbyControllerFT$55,949$1,142$57,091
Erin Plank-RyanPast Exec DirecFT$44,481-$44,481
Julie KirbyExecutive DirectorFT$15,342-$15,342

Board Members and Trustees

NameTitle
Pat MonleyPresident
Bonnie RoseVice President
Cyndy BauerDirector
Darrel FiedlerDirector
Debbie CovertDirector
John LynchDirector
Rosendo SanchezDirector
Tom MonleyDirector
Tricia DeckerDirector
Vicki RichDirector
Rosemary BledsoeSecretary
Denny CheukTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,888,614
Program Service Revenue
$37,819
Investment Income
$585
Other Revenue
$-1,601
All Other Contributions
$27,398
Change in Net Assets
$130,337

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,925,417
Total Revenue per Audited Statements
$1,925,417
Total Revenue per Form 990
$1,925,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,443,368
Other Expenses$351,712
Total Fundraising Expense$6,613
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,156,534$11,541-$1,168,075
Current Officers, Directors, Trustees, and Key Employees-$120,251-$120,251
Payroll Taxes$87,593$8,533-$96,126
Insurance$81,165$-1,436-$79,729
Other Employee Benefits$53,686$5,230-$58,916
Depreciation Depletion$42,176$2,957-$45,133
Occupancy$23,268$1,616$65$24,949
Office Expenses$19,853$3,742$158$23,753
Other Expenses$17,455$1,424$1,265$18,879
Fees for Services Other$10,472$2,912$226$13,610
All Other Expenses$11,300$-43-$11,257
Interest-$9,805-$9,805
Conferences and Meetings-$20$4,899$4,919
Total Functional Expenses$1,618,950$169,517$6,613$1,795,080

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,795,080
Total Expenses per Audited Statements$1,795,080
Total Expenses per Form 990$1,795,080
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,601
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
No
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, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“President Pat Monley and Director Tom Monley are siblings.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the Form 990 is given to each board member for approval. Once approved by all members, the Form 990 is submitted.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually, the board members sign a disclosure.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Salary adjustments from the salary schedule are approved through the Board of Directors. Comparability data is not used as budget constraints have limited the amount of salary increases.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Summer House Inc
EIN
51-0138201
Phone
5306622763
Address
PO Box 1724, Woodland, CA 95776

Signing Officer

Name
Julie Kirby
Title
Executive Director
Signed
2017-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Kirby
Formed
1974
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
106
Volunteers
12

Preparer

Firm
James Marta & Co Llp
Address
701 HOWE AVE STE E3, SACRAMENTO, CA 95825-4688
Preparer
Alana N Theiss
Phone
9169939494
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Past Exec Direc
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt14Controller
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IRS990/InsuranceGrp/TotalAmt079729
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0The mission of Summer House, Inc. is to provide living options and support for adults with developmental disabilities that respect their individual dignity and human worth, and enhance their self-reliance, self-esteem, safety and involvement in the local community. Summer House operates two residential facilities, an independent living skills program, and a supported living services program.
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoncashContributionsAmt01601
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IRS990/OfficeExpensesGrp/FundraisingAmt0158
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IRS990/OfficeExpensesGrp/ProgramServicesAmt019853
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05230
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt053686
IRS990/OtherEmployeeBenefitsGrp/TotalAmt058916
IRS990/OtherExpensesGrp/Desc0Food
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2Training
IRS990/OtherExpensesGrp/Desc3Repairs and Maintenace
IRS990/OtherExpensesGrp/FundraisingAmt01265
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11927
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21030
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31424
IRS990/OtherExpensesGrp/ProgramServicesAmt061552
IRS990/OtherExpensesGrp/ProgramServicesAmt135116
IRS990/OtherExpensesGrp/ProgramServicesAmt218780
IRS990/OtherExpensesGrp/ProgramServicesAmt317455
IRS990/OtherExpensesGrp/TotalAmt061560
IRS990/OtherExpensesGrp/TotalAmt138308
IRS990/OtherExpensesGrp/TotalAmt219810
IRS990/OtherExpensesGrp/TotalAmt318879
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0103623
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08533
IRS990/PayrollTaxesGrp/ProgramServicesAmt087593
IRS990/PayrollTaxesGrp/TotalAmt096126
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010425
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012548
IRS990/PrincipalOfficerNm0Julie Kirby
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IRS990/ProgramServiceRevenueGrp/Desc0Board and care - private
IRS990/ProgramServiceRevenueGrp/Desc1Management Fee
IRS990/ProgramServiceRevenueGrp/Desc2Other revenue
IRS990/ProgramServiceRevenueGrp/Desc3Rental income
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11975
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt224000
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11975
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt224000
IRS990/ProgSrvcAccomActy2Grp/Desc0Supportive Living Services Program - Provides up to 24 hour support daily to adults with developmental disabilities in their own homes in the community.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0655824
IRS990/ProgSrvcAccomActy3Grp/Desc0Independent Living Services - Provides independent living skills instruction to adults with developmental disabilities living successfully in the community in their own homes.
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IRS990/PYOtherRevenueAmt0713
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IRS990/PYTotalExpensesAmt01633702
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IRS990/ReconcilationRevenueExpnssAmt0130337
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,305,952
Liabilities
$264,457
Net assets
$1,041,495
Revenue
$1,925,417
Expenses
$1,795,080
Net income
$130,337
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.15$1.42$3.38$3.30$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.16$1.34$3.40$3.49$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.24$1.41$3.26$3.04$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.28$1.02$2.68$2.88$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.30$1.32$3.29$2.86$0.43
2020Detailed filing. Detailed filing data is available for this year.$1.54$0.64$0.89$2.41$2.46$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.27$0.93$2.04$2.14$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.26$1.03$1.96$1.96$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.31$0.26$1.04$1.93$1.80$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.27$0.91$1.65$1.63$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.27$0.89$1.58$1.58$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.27$0.90$1.52$1.52$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.29$0.89$1.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.31$0.95$1.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.30$0.96$1.55