Civic Intelligence

Summit Families

EIN 68-0480811 • 501(c)3 • Modesto, CA

Profile

Promote educational programs for summit academy

2036 E Hatch RoadModesto, CA 95351
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

94th percentile

141%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

47th percentile

-4.9%

Faster revenue growth than 47% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$4,349

Up $2,541 (+141%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin94th percentile

Revenue

Down

$3,624

Down $188 (-4.9%) from 2020

Expenses

Down

$1,083

Down $18,424 (-94%) from 2020

Net Income

Up

$2,541

Up $18,236 (+116%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $44,574Liabilities 2011: $02011Assets 2012: $57,764Liabilities 2012: $02012Assets 2013: $34,897Liabilities 2013: $02013Assets 2014: $35,535Liabilities 2014: $02014Assets 2015: $32,387Net Assets 2015: $32,3872015Assets 2016: $39,195Net Assets 2016: $39,1952016Assets 2017: $25,503Liabilities 2017: $02017Assets 2018: $13,341Liabilities 2018: $02018Assets 2019: $17,503Liabilities 2019: $02019Assets 2020: $1,808Liabilities 2020: $02020Assets 2021: $4,349Liabilities 2021: $02021

Highlighted filing

2021

Assets$4,349
Liabilities$0
Net Assets-
Open 2021 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $46,202Expenses 2011: $47,420Net Income 2011: -$1,2182011Revenue 2012: $55,829Expenses 2012: $42,639Net Income 2012: $13,1902012Revenue 2013: $15,525Expenses 2013: $38,392Net Income 2013: -$22,8672013Revenue 2014: $63,962Expenses 2014: $60,269Net Income 2014: $3,6932014Revenue 2015: $49,308Expenses 2015: $52,456Net Income 2015: -$3,1482015Revenue 2016: $29,277Expenses 2016: $33,739Net Income 2016: -$4,4622016Revenue 2017: $17,349Expenses 2017: $31,041Net Income 2017: -$13,6922017Revenue 2018: $14,207Expenses 2018: $26,369Net Income 2018: -$12,1622018Revenue 2019: $16,834Expenses 2019: $12,672Net Income 2019: $4,1622019Revenue 2020: $3,812Expenses 2020: $19,507Net Income 2020: -$15,6952020Revenue 2021: $3,624Expenses 2021: $1,083Net Income 2021: $2,5412021

Highlighted filing

2021

Revenue$3,624
Expenses$1,083
Net Income$2,541
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$4,349
Liabilities
$0
Net assets
-
Revenue
$3,624
Expenses
$1,083
Net income
$2,541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Summary only. Only limited summary data is available for this year.$4.35$0.00$3.62$1.08$2.54
2020Summary only. Only limited summary data is available for this year.$1.81$0.00$3.81$19.5$15.7
2019Summary only. Only limited summary data is available for this year.$17.5$0.00$16.8$12.7$4.16
2018Summary only. Only limited summary data is available for this year.$13.3$0.00$14.2$26.4$12.2
2017Summary only. Only limited summary data is available for this year.$25.5$0.00$17.3$31.0$13.7
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.2$39.2$29.3$33.7$4.46
2015Detailed filing. Detailed filing data is available for this year.$32.4$32.4$49.3$52.5$3.15
2014Summary only. Only limited summary data is available for this year.$35.5$0.00$64.0$60.3$3.69
2013Summary only. Only limited summary data is available for this year.$34.9$0.00$15.5$38.4$22.9
2012Summary only. Only limited summary data is available for this year.$57.8$0.00$55.8$42.6$13.2
2011Summary only. Only limited summary data is available for this year.$44.6$0.00$46.2$47.4$1.22
Latest Detailed Filing

The latest 2021 filing currently has summary financial data only. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 19, 2015
Return Version
2014v5.0
Gross Receipts
$87,833
Mission and Program Overview

Mission

Promote educational programs for summit academy

Program Services

DescriptionGrantsExpenses
TO PROMOTE EDUCATIONAL PROGRAMS, RAISE FUNDS, IMPROVE FACILITY AND DEVELOP EDUCATIONAL IDEAS$44,949$5,025
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERICA CABLINGPresident-$0--
MONICA WOODSTreasurer-$0--
PETER CHASTAINVice President-$0--
PETER OLNEYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough$14,115$14,115$8,659$5,456
Crab Feed$12,173$12,173$8,267$3,906
Total Events$40,677$40,677$21,953$18,724
Filing and Contact Details

Filer

Filer Name
Summit Families
EIN
68-0480811
Phone
2095388082
Address
2036 E HATCH ROAD, MODESTO, CA 95351

Signing Officer

Name
Monica Woods
Title
Treasurer
Signed
2015-11-19
Discuss with paid preparer
Yes

Preparer

Firm
A & M CPA Group
Address
3509 COFFEE RD STE D-10, MODESTO, CA 95355-1358
Preparer
Mark Anderson CPA
Phone
2095272233
Supplemental Narrative

Additional Explanations

Other Revenue.1

“MISCELLANEOUS $1454”

Other Expenses.1002

“Office Expenses $1137”

Other Expenses.1009

“Depreciation $3056”

Other Expenses.1

“Misc program services $44949”

Other Expenses.2

“INSURANCE $2222”

Other Expenses.3

“BANK CHARGES $423”

Other Expenses.4

“TAXES AND LICENSES $24”

Other Assets.1002

“Furniture and Fixtures - Beginning $3056 Furniture and Fixtures - Ending $0”

Raw XML Appendix179 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MONICA WOODS
IRS990EZ/BooksInCareOfDetail/PhoneNum02095388082
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02036 EAST HATCH ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MODESTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095351
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032479
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032387
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05025
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3148
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0645
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035535
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032387
IRS990EZ/FundraisingGrossIncomeAmt069033
IRS990EZ/GrossReceiptsAmt087833
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035535
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032387
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035535
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032387
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERICA CABLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MONICA WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETER CHASTAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PETER OLNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03056
IRS990EZ/OtherExpensesTotalAmt051811
IRS990EZ/OtherRevenueTotalAmt01454
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EDUCATIONAL PROGRAMS FOR SUMMIT ACADEMY
IRS990EZ/ProgramServiceRevenueAmt012321
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE EDUCATIONAL PROGRAMS, RAISE FUNDS, IMPROVE FACILITY AND DEVELOP EDUCATIONAL IDEAS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt044949
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05025
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt038525
IRS990EZ/SpecialEventsNetIncomeLossAmt030508
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052456
IRS990EZ/TotalProgramServiceExpensesAmt044949
IRS990EZ/TotalRevenueAmt049308
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010025
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt082808
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0104858
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0130361
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0138823
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0154147
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0610997
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0621022
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt087833
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0109858
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0130361
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0138823
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0154147
IRS990ScheduleA/Total509Grp/TotalAmt0621022
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt087833
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0109858
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0130361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0138823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0154147
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0621022
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021953
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CRAB FEED
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014115
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012173
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014389
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040677
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014115
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012173
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014389
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040677
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018724
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05027
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021953
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08659
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08267
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS $1454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $3056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISC PROGRAM SERVICES $44949
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE $2222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $423
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAXES AND LICENSES $24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Furniture and Fixtures - Beginning $3056 Furniture and Fixtures - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1002
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MONICA WOODS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT FAMILIES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO SUMMIT CHARTER ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0680480811
ReturnHeader/Filer/PhoneNum02095388082
ReturnHeader/Filer/USAddress/AddressLine1Txt02036 E HATCH ROAD
ReturnHeader/Filer/USAddress/CityNm0MODESTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095351
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A & M CPA GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03509 COFFEE RD STE D-10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MODESTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0953551358
ReturnHeader/PreparerPersonGrp/PhoneNum02095272233
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK ANDERSON CPA
ReturnHeader/ReturnTs02015-11-19T08:29:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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