Civic Intelligence

Summer House Inc.

990 • Fiscal year 2021 • EIN 51-0138201

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 14, 2021

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

66th percentile

0.19x

Higher debt load relative to assets than 66% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

50th percentile

0.09x

Higher debt load relative to revenue than 50% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

51st percentile

13%

Higher net margin than 51% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$88,130

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

42nd percentile

5.8%

Faster asset growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

70th percentile

37%

Faster revenue growth than 70% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$1,625,000

Up $89,700 (+5.8%) from 2020

Net Assets

Up

$1,322,811

Up $431,052 (+48%) from 2020

Liabilities

Down

$302,189

Down $341,352 (-53%) from 2020

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin51st percentile

Revenue

Up

$3,293,632

Up $882,239 (+37%) from 2020

Expenses

Up

$2,862,580

Up $405,759 (+17%) from 2020

Net Income

Up

$431,052

Up $476,480 (+1049%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2021

Assets$1,625,000
Liabilities$302,189
Net Assets$1,322,811
Open 2021 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

2021

Revenue$3,293,632
Expenses$2,862,580
Net Income$431,052
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 14, 2021
Return Version
2020v4.0
Gross Receipts
$3,293,632
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
Cash and Non-Interest-Bearing Accounts$577,150$622,981▲ $45,831
Savings and Temporary Cash Investments$269,136$322,851▲ $53,715
Land, Buildings, and Equipment, Net$333,130$313,819▼ $19,311
Accounts Receivable$233,006$244,094▲ $11,088
Other Notes and Loans Receivable, Net$102,659$102,659→ $0
Prepaid Expenses and Deferred Charges$20,219$18,596▼ $1,623
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$1,535,300$1,625,000▲ $89,700
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$150,731$185,851▲ $35,120
Mortgage Notes Payable Secured by Investment Property$492,810$116,337▼ $376,473
Other Liabilities-$1-
Total Liabilities$643,541$302,189▼ $341,352
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$879,159$1,310,211▲ $431,052
Net Assets With Donor Restrictions$12,600$12,600→ $0
Total Net Assets Fund Balance$891,759$1,322,811▲ $431,052
Total Liabilities and Net Assets / Fund Balance$1,535,300$1,625,000▲ $89,700

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$156,562$473,921$630,483
Equipment$37,616$157,232$194,848
Buildings$41,303$83,918$125,221
Other Land Buildings$23,120$42,056$65,176
Land$55,218-$55,218
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie KirbyExecutive DirectorPT$81,490$6,640$88,130
Lea KirbyControllerPT$78,264$261$78,525

Board Members and Trustees

NameTitle
Tom MonleyPresident
Bonnie RoseVice President
Andy FullertonMember
Cyndy BauerMember
John LynchMember
Pat MonleyMember
Tricia DeckerMember
Rosemary BledsoeSecretary
Rachel DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,836,552
Program Service Revenue
$401,628
Investment Income
$55,452
Other Revenue
$0
All Other Contributions
$53,540
Change in Net Assets
$431,052

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,293,632
Total Revenue per Audited Statements
$3,293,632
Total Revenue per Form 990
$3,293,632
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,519,213
Other Expenses$343,367
Total Fundraising Expense$3,605
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,965,710$116,208-$2,081,918
Payroll Taxes$154,679$17,397-$172,076
Current Officers, Directors, Trustees, and Key Employees$15,975$143,778-$159,753
Other Employee Benefits$94,804$10,662-$105,466
Insurance$62,581$3,462-$66,043
Depreciation Depletion$25,554$13,555-$39,109
Occupancy$30,845$2,338$2,364$35,547
All Other Expenses$23,670$1,734$343$25,747
Other Expenses$18,651$2,857$568$21,508
Office Expenses$17,178$3,725$330$21,233
Interest-$6,892-$6,892
Total Functional Expenses$2,533,136$325,839$3,605$2,862,580

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,862,580
Total Expenses per Audited Statements$2,862,580
Total Expenses per Form 990$2,862,580
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
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 35% controlled entity
No
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
No
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
2021-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Kirby
Formed
1974
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
125

Preparer

Firm
James Marta & Co Llp
Address
701 HOWE AVE STE E3, SACRAMENTO, CA 95825
Preparer
James Marta
Phone
9169939494
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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/OtherExpensesGrp/FundraisingAmt0568
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IRS990/PrincipalOfficerNm0Julie Kirby
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IRS990/ProgSrvcAccomActy2Grp/Desc0Adult Residential Facilities (Davis and Woodland) - Provides around the clock support and supervision for twelve adults in each home with developmental disabilities.
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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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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0157232
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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,625,000
Liabilities
$302,189
Net assets
$1,322,811
Revenue
$3,293,632
Expenses
$2,862,580
Net income
$431,052
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
Peer Organizations

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