Civic Intelligence

Summit Families

990EZ • Fiscal year 2015 • EIN 68-0480811

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 19, 2015

Organization ProfileN/A
2036 E Hatch RoadModesto, CA 95351

(209) 538-8082

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

28th percentile

-6.4%

Higher net margin than 28% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

30th percentile

-8.9%

Faster asset growth than 30% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$32,387

Down $3,148 (-8.9%) from 2014

Net Assets

$32,387

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin28th percentile

Revenue

Down

$49,308

Down $14,654 (-23%) from 2014

Expenses

Down

$52,456

Down $7,813 (-13%) from 2014

Net Income

Down

-$3,148

Down $6,841 (-185%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$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: $32,387Liabilities 2015: $0Net 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

2015

Assets$32,387
Liabilities$0
Net Assets$32,387
Open 2015 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$49,308
Expenses$52,456
Net Income-$3,148
Open 2015 Filing
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 Pay75th 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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,387
Liabilities
$0
Net assets
$32,387
Revenue
$49,308
Expenses
$52,456
Net income
-$3,148
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$0.00$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