Civic Intelligence

Summer Lake PTA

990EZ • Fiscal year 2020 • EIN 90-1502898

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 07, 2020

Organization Profile
4320 East Summer Lake DriveOakley, CA 94561

(510) 461-1332

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

87th percentile

46%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

$4,797

No earlier filing loaded for comparison.

Net Assets

$4,797

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin87th percentile

Revenue

$10,503

No earlier filing loaded for comparison.

Expenses

$5,706

No earlier filing loaded for comparison.

Net Income

$4,797

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2020: $4,797Liabilities 2020: $0Net Assets 2020: $4,7972020Assets 2021: $3,354Liabilities 2021: $0Net Assets 2021: $3,3542021Assets 2022: $26,811Liabilities 2022: $0Net Assets 2022: $26,8112022Assets 2023: $31,418Liabilities 2023: $0Net Assets 2023: $31,4182023Assets 2024: $33,463Liabilities 2024: $0Net Assets 2024: $33,4632024Assets 2025: $39,930Liabilities 2025: $0Net Assets 2025: $39,9302025

Highlighted filing

2020

Assets$4,797
Liabilities$0
Net Assets$4,797
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2020: $10,503Expenses 2020: $5,706Net Income 2020: $4,7972020Revenue 2021: $348Expenses 2021: $1,791Net Income 2021: -$1,4432021Revenue 2022: $62,560Expenses 2022: $39,103Net Income 2022: $23,4572022Revenue 2023: $62,661Expenses 2023: $58,019Net Income 2023: $4,6422023Revenue 2024: $62,721Expenses 2024: $60,676Net Income 2024: $2,0452024Revenue 2025: $38,487Expenses 2025: $32,020Net Income 2025: $6,4672025

Highlighted filing

2020

Revenue$10,503
Expenses$5,706
Net Income$4,797
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 7, 2020
Return Version
2019v5.1
Gross Receipts
$22,398
Mission and Program Overview

Mission

Education enrichment programs

Program Services

DescriptionGrantsExpenses
STUDENT PROGRAMS TO ENCOURAGE SCHOOL SPIRIT AND MORAL . PROVIDE PROGRAMS FOR HEALTHY LIFESTYLE AND EDUCTION-$17,544
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN PRICETreasurerPT$0--
ANGIE RITZPresident-$0--
SAMMIE WELLSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$20,502$20,502$11,886$8,616
Total Events$20,502$20,502$11,886$8,616
Filing and Contact Details

Filer

Filer Name
Summer Lake Pta
EIN
90-1502898
Address
4320 EAST SUMMER LAKE DRIVE, OAKLEY, CA 94561

Signing Officer

Name
Megan Price
Title
Treasurer
Phone
5104611332
Signed
2020-08-07
Discuss with paid preparer
No

Preparer

Firm
Hurst Bookkeeping
Address
640 Allagash Court, Oakley, CA 94561
Preparer
Danielle Hurst
Phone
9252404009
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountwash through 57”

Description of other expenses Part I line 16

“Description amountadmin 25bank fee 9hospitality 68software 99supplies 228onsite programs tech 5,000staff appreciation 220wash through 57”

Raw XML Appendix146 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/PersonNm0MEGAN PRICE
IRS990EZ/BooksInCareOfDetail/PhoneNum05104611332
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04320 EAST SUMMER LAKE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAKLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094561
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04797
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01570
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04797
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04797
IRS990EZ/FundraisingGrossIncomeAmt020545
IRS990EZ/GrossReceiptsAmt022398
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0226
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04797
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04797
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEGAN PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGIE RITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAMMIE WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt05706
IRS990EZ/OtherRevenueTotalAmt057
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT PROGRAMS TO ENCOURAGE SCHOOL SPIRIT AND MORAL . PROVIDE PROGRAMS FOR HEALTHY LIFESTYLE AND EDUCTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017544
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011895
IRS990EZ/SpecialEventsNetIncomeLossAmt08650
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05706
IRS990EZ/TotalProgramServiceExpensesAmt017544
IRS990EZ/TotalRevenueAmt010503
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01796
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt020545
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt020545
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt022341
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022341
IRS990ScheduleA/Total509Grp/TotalAmt022341
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022341
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt022341
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011886
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020502
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020502
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020502
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020502
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08616
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011886
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTWASH THROUGH 57
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADMIN 25BANK FEE 9HOSPITALITY 68SOFTWARE 99SUPPLIES 228ONSITE PROGRAMS TECH 5,000STAFF APPRECIATION 220WASH THROUGH 57
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN PRICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05104611332
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMER LAKE PTA
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0901502898
ReturnHeader/Filer/USAddress/AddressLine1Txt04320 EAST SUMMER LAKE DRIVE
ReturnHeader/Filer/USAddress/CityNm0OAKLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094561
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId071ECA9BF1A25A3EE75549CF113CA77B80806C749
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId071ECA9BF1A25A3EE75549CF113CA77B80806C749
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06880502020220dyuc5vj
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-08-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.179.208.235
ReturnHeader/FilingSecurityInformation/IPDt02020-08-07
ReturnHeader/FilingSecurityInformation/IPTm015:08:14
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hurst Bookkeeping
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0640 Allagash Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094561
ReturnHeader/PreparerPersonGrp/PhoneNum09252404009
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Danielle Hurst
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-08-07T13:35:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,797
Liabilities
$0
Net assets
$4,797
Revenue
$10,503
Expenses
$5,706
Net income
$4,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$39.9$0.00$39.9$38.5$32.0$6.47
2024Detailed filing. Detailed filing data is available for this year.$33.5$0.00$33.5$62.7$60.7$2.05
2023Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$62.7$58.0$4.64
2022Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$62.6$39.1$23.5
2021Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.35$1.79$1.44
2020Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$10.5$5.71$4.80