Civic Intelligence

Summer House Inc.

990 • Fiscal year 2023 • EIN 51-0138201

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 31, 2023

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

62nd percentile

0.15x

Higher debt load relative to assets than 62% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

48th percentile

0.07x

Higher debt load relative to revenue than 48% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

55th percentile

6.7%

Higher net margin than 55% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

64th percentile

$92,282

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

81st percentile

27%

Faster asset growth than 81% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

22%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$1,653,708

Up $348,988 (+27%) from 2022

Net Assets

Up

$1,413,639

Up $388,653 (+38%) from 2022

Liabilities

Down

$240,069

Down $39,665 (-14%) from 2022

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin55th percentile

Revenue

Up

$3,260,610

Up $585,537 (+22%) from 2022

Expenses

Up

$3,042,512

Up $157,947 (+5.5%) from 2022

Net Income

Up

$218,098

Up $427,590 (+204%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2023

Assets$1,653,708
Liabilities$240,069
Net Assets$1,413,639
Open 2023 Filing

Operations Trend

Revenue Growth69th 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

2023

Revenue$3,260,610
Expenses$3,042,512
Net Income$218,098
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 31, 2023
Return Version
2022v5.0
Gross Receipts
$3,260,610
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$327,590$633,175▲ $305,585
Land, Buildings, and Equipment, Net$327,506$301,730▼ $25,776
Accounts Receivable$247,907$295,858▲ $47,951
Other Notes and Loans Receivable, Net$102,659$102,659→ $0
Prepaid Expenses and Deferred Charges$15,099$26,742▲ $11,643
Savings and Temporary Cash Investments$12,600$0▼ $12,600
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$1,304,720$1,653,708▲ $348,988
Other Assets Total$271,359$293,544▲ $22,185
Liabilities
Accounts Payable and Accrued Expenses$177,374$152,485▼ $24,889
Mortgage Notes Payable Secured by Investment Property$102,360$87,584▼ $14,776
Total Liabilities$279,734$240,069▼ $39,665
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,012,386$1,401,042▲ $388,656
Net Assets With Donor Restrictions$12,600$12,597▼ $3
Total Net Assets Fund Balance$1,024,986$1,413,639▲ $388,653
Total Liabilities and Net Assets / Fund Balance$1,304,720$1,653,708▲ $348,988

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$149,791$511,019$660,810
Equipment$41,000$179,339$220,339
Buildings$33,895$91,326$125,221
Other Land Buildings$21,826$44,647$66,473
Land$55,218-$55,218
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie KirbyExecutive DirectorPT$91,996$286$92,282
Roxana PalomaresControllerFT$71,015$7,258$78,273

Board Members and Trustees

NameTitle
Andy FullertonPresident
Cyndy BauerVice President
Bonnie RoseMember
Caren HillMember
Kathi CampbellMember
Tom CardenasMember
Tom MonleyMember
Tricia DeckerMember
Rosemary BledsoeSecretary
Pat MonleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,926,955
Program Service Revenue
$311,161
Investment Income
$22,494
Other Revenue
$0
All Other Contributions
$117,552
Change in Net Assets
$218,098

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,260,610
Total Revenue per Audited Statements
$3,260,610
Total Revenue per Form 990
$3,260,610
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,671,288
Other Expenses$371,224
Total Fundraising Expense$11,299
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,036,708$188,468-$2,225,176
Other Employee Benefits$246,643$28,914-$275,557
Current Officers, Directors, Trustees, and Key Employees---$170,555
Insurance$58,042$10,763-$68,805
Depreciation Depletion$37,807$2,292-$40,099
All Other Expenses$33,224$1,314$3,469$38,007
Other Expenses$31,434$1,523$15$32,957
Office Expenses$22,729$3,218$221$26,168
Fees for Services Other$7,329$1,382$253$8,964
Interest-$5,336-$5,336
Total Functional Expenses$2,612,766$247,892$11,299$3,042,512

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,042,512
Total Expenses per Audited Statements$3,042,512
Total Expenses per Form 990$3,042,512
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-
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, Section A, Line 2

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

Form 990, Part VI, Section B, Line 11B

“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, Section B, Line 12C

“Annually, the board members sign a disclosure.”

Form 990, Part VI, Section B, Line 15A

“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, Section C, Line 19

“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
2023-10-31
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
118
Volunteers
30

Preparer

Firm
James Marta & Co Llp
Address
701 HOWE AVE STE E3, SACRAMENTO, CA 95825
Preparer
James Marta
Phone
9169939494
Supplemental Narrative

Additional Explanations

Related Parties

“Board members Tom Monley and Pat Monley are related. They have no other business transactions with the organization other than board governance.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt12President
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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/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt028914
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0246643
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0275557
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IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2Telephone and Utilities
IRS990/OtherExpensesGrp/Desc3Repairs and Maintenace
IRS990/OtherExpensesGrp/FundraisingAmt0256
IRS990/OtherExpensesGrp/FundraisingAmt17085
IRS990/OtherExpensesGrp/FundraisingAmt215
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt054
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11631
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22997
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IRS990/OtherExpensesGrp/ProgramServicesAmt139139
IRS990/OtherExpensesGrp/ProgramServicesAmt237940
IRS990/OtherExpensesGrp/ProgramServicesAmt331434
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IRS990/OtherExpensesGrp/TotalAmt240952
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015099
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026742
IRS990/PrincipalOfficerNm0Julie Kirby
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt129750
IRS990/ProgSrvcAccomActy2Grp/Desc0Adult Residential Facilities (Davis and Woodland) - Provides around the clock support and supervision for twelve adults in each home with developmental disabilities.
IRS990/ProgSrvcAccomActy3Grp/Desc0Supportive Living Services Program - Provides up to 24 hour support daily to adults with developmental disabilities in their own homes in the community.
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IRS990/PYContributionsGrantsAmt02597967
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt038421
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IRS990/PYOtherExpensesAmt0349493
IRS990/PYProgramServiceRevenueAmt038685
IRS990/PYRevenuesLessExpensesAmt0-209492
IRS990/PYSalariesCompEmpBnftPaidAmt02535072
IRS990/PYTotalExpensesAmt02884565
IRS990/PYTotalRevenueAmt02675073
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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012600
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019653
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt034372
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0168779
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01995694
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IRS990ScheduleA/TotalSupportAmt013409563
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt091326
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0125221
IRS990ScheduleD/EquipmentGrp/BookValueAmt041000
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0179339
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0220339
IRS990ScheduleD/ExpensesSubtotalAmt03042512
IRS990ScheduleD/LandGrp/BookValueAmt055218
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt055218
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0149791

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,653,708
Liabilities
$240,069
Net assets
$1,413,639
Revenue
$3,260,610
Expenses
$3,042,512
Net income
$218,098
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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