Civic Intelligence

Summer Lake PTA

990EZ • Fiscal year 2022 • EIN 90-1502898

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 10, 2022

Organization Profile
4320 East Summer Lake DriveOakley, CA 94561

(510) 461-1332

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$26,776

Up $23,422 (+698%) from 2021

Net Assets

Up

$26,776

Up $23,422 (+698%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses

Revenue

Up

$62,525

Up $62,177 (+17867%) from 2021

Expenses

Up

$39,103

Up $37,312 (+2083%) from 2021

Net Income

Up

$23,422

Up $24,865 (+1723%) from 2021

Historical Trend

Balance Sheet Trend

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: $26,776Liabilities 2022: $0Net Assets 2022: $26,7762022Assets 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

2022

Assets$26,776
Liabilities$0
Net Assets$26,776
Open 2022 Filing

Operations Trend

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: $62,525Expenses 2022: $39,103Net Income 2022: $23,4222022Revenue 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

2022

Revenue$62,525
Expenses$39,103
Net Income$23,422
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 10, 2022
Return Version
2021v4.2
Gross Receipts
$62,525
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-$39,103
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRACE MCPHERSONTreasurerPT$0--
CLARRISSA FELLOWSPresident-$0--
JACQUELINE GUZMANSecretary-$0--
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
Clarrissa Fellows
Title
President
Phone
9256256730
Signed
2022-08-10
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Amended return information

“Receipts for deposits was not income from donation”

Description of other expenses Part I line 16

“Description amountbank charges 20insurance 258software 249teacher appreciation 1,037collection fee 6fundraising expense 35,3185th grade 770snacks 73playground enhancements 1,000winter event 372”

Raw XML Appendix139 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum05104611332
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04320 EAST SUMMER LAKE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAKLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094561
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0807
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GRACE MCPHERSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt039103
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/ProgramServiceExpensesAmt039103
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039103
IRS990EZ/TotalProgramServiceExpensesAmt039103
IRS990EZ/TotalRevenueAmt062525
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0807
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02951
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt061753
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt020545
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt082298
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt085249
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062560
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0348
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022341
IRS990ScheduleA/Total509Grp/TotalAmt085249
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062560
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0348
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt085249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RECEIPTS FOR DEPOSITS WAS NOT INCOME FROM DONATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK CHARGES 20INSURANCE 258SOFTWARE 249TEACHER APPRECIATION 1,037COLLECTION FEE 6FUNDRAISING EXPENSE 35,3185TH GRADE 770SNACKS 73PLAYGROUND ENHANCEMENTS 1,000WINTER EVENT 372
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return information
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLARRISSA FELLOWS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09256256730
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-10
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/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/PreparationDt02022-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Danielle Hurst
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-09T19:26:56-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CLARRISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FELLOWS
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,776
Liabilities
$0
Net assets
$26,776
Revenue
$62,525
Expenses
$39,103
Net income
$23,422
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
2022Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$62.5$39.1$23.4
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