Civic Intelligence

Summit Families

990EZ • Fiscal year 2016 • EIN 68-0480811

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 07, 2016

Organization ProfileN/A
2036 E Hatch RoadModesto, CA 95351

(209) 988-7434

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

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

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.

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

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-41%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$39,195

Up $6,808 (+21%) from 2015

Net Assets

Up

$39,195

Up $6,808 (+21%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin19th percentile

Revenue

Down

$29,277

Down $20,031 (-41%) from 2015

Expenses

Down

$33,739

Down $18,717 (-36%) from 2015

Net Income

Down

-$4,462

Down $1,314 (-42%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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: $32,387Net Assets 2015: $32,3872015Assets 2016: $39,195Liabilities 2016: $0Net 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

2016

Assets$39,195
Liabilities$0
Net Assets$39,195
Open 2016 Filing

Operations Trend

Revenue Growth13th 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

2016

Revenue$29,277
Expenses$33,739
Net Income-$4,462
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 7, 2016
Return Version
2015v2.0
Gross Receipts
$51,796
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$30,734-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GORDON LITTLEPresident-$0--
ROBBIE ALFREDTreasurer-$0--
EDDIE SANCHEZVice President-$0--
LAURIE ALFREDSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Library/book Fair$18,047$18,047$5,499$12,548
Jog a Thon$10,135$10,135$1,618$8,517
Total Events$28,182$28,182$7,117$21,065
Filing and Contact Details

Filer

Filer Name
Summit Families
EIN
68-0480811
Phone
2099887434
Address
2036 E HATCH ROAD, MODESTO, CA 95351

Signing Officer

Name
Robbie Alfred
Title
Treasurer
Signed
2016-11-07
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 $404”

Other Expenses.1002

“Office Expenses $1286”

Other Expenses.1

“Misc program services $30734”

Other Expenses.2

“INSURANCE $1170”

Other Expenses.3

“TAXES AND LICENSES $480”

Other Expenses.4

“BANK CHARGES $69”

Raw XML Appendix168 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/PersonNm0ROBBIE ALFRED
IRS990EZ/BooksInCareOfDetail/PhoneNum02099887434
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02036 EAST HATCH ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MODESTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095351
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032387
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039195
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4462
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032387
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039195
IRS990EZ/FundraisingGrossIncomeAmt044186
IRS990EZ/GrossReceiptsAmt051796
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032387
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039195
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032387
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039195
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/PersonNm0GORDON LITTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBBIE ALFRED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EDDIE SANCHEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURIE ALFRED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt011270
IRS990EZ/OtherExpensesTotalAmt033739
IRS990EZ/OtherRevenueTotalAmt0404
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EDUCATIONAL PROGRAMS FOR SUMMIT ACADEMY
IRS990EZ/ProgramServiceRevenueAmt07206
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE EDUCATIONAL PROGRAMS, RAISE FUNDS, IMPROVE FACILITY AND DEVELOP EDUCATIONAL IDEAS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030734
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022519
IRS990EZ/SpecialEventsNetIncomeLossAmt021667
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033739
IRS990EZ/TotalProgramServiceExpensesAmt030734
IRS990EZ/TotalRevenueAmt029277
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010025
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051796
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt082808
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0104858
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0130361
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0138823
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0508646
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0518671
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051796
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt087833
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0109858
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0130361
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0138823
IRS990ScheduleA/Total509Grp/TotalAmt0518671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt087833
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0109858
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0130361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0138823
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0518671
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07117
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LIBRARY/BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018047
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010135
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028182
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018047
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010135
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028182
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021065
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07117
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05499
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS $404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISC PROGRAM SERVICES $30734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE $1170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAXES AND LICENSES $480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $69
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBBIE ALFRED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT FAMILIES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO SUMMIT CHARTER ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0680480811
ReturnHeader/Filer/PhoneNum02099887434
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/ReturnTs02016-11-07T11:27:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,195
Liabilities
$0
Net assets
$39,195
Revenue
$29,277
Expenses
$33,739
Net income
-$4,462
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
2016Detailed filing. Detailed filing data is available for this year.$39.2$0.00$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