Civic Intelligence

Summer Lake PTA

990EZ • Fiscal year 2023 • EIN 90-1502898

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 11, 2023

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

58th percentile

7.4%

Higher net margin than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

71st percentile

17%

Faster asset growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

0.2%

Faster revenue growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$31,418

Up $4,607 (+17%) from 2022

Net Assets

Up

$31,418

Up $4,607 (+17%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin58th percentile

Revenue

Up

$62,661

Up $101 (+0.2%) from 2022

Expenses

Up

$58,019

Up $18,916 (+48%) from 2022

Net Income

Down

$4,642

Down $18,815 (-80%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

2023

Assets$31,418
Liabilities$0
Net Assets$31,418
Open 2023 Filing

Operations Trend

Revenue Growth45th percentile

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

2023

Revenue$62,661
Expenses$58,019
Net Income$4,642
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 11, 2023
Return Version
2022v5.0
Gross Receipts
$62,661
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-$58,019
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRACE MCPHERSONTreasurerPT$0--
JACQUELINE GUZMANPresident-$0--
PIERRE REYESSecretary-$0--
SHAVONNE GRAHAMEx Vice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run----
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
Grace Mcpherson
Title
Treasurer
Phone
5104611332
Signed
2023-09-11
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 amountadmin expenses 328insurance 272software 458teacher appreciation 384enrichment 4,015fundraising expense 27,978special events 8,123school programs 15,236gifts 1,002”

Raw XML Appendix154 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/PersonNm0GRACE MCPHERSON
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/BOYAmt026776
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031418
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0517
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04642
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026776
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031418
IRS990EZ/FundraisingGrossIncomeAmt061642
IRS990EZ/GrossReceiptsAmt062661
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0501
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026776
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031418
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026776
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031418
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GRACE MCPHERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACQUELINE GUZMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PIERRE REYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHAVONNE GRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EX VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt057796
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION ENRICHMENT PROGRAMS
IRS990EZ/PrintingPublicationsPostageAmt0223
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT PROGRAMS TO ENCOURAGE SCHOOL SPIRIT AND MORAL . PROVIDE PROGRAMS FOR HEALTHY LIFESTYLE AND EDUCTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058019
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt061642
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058019
IRS990EZ/TotalProgramServiceExpensesAmt058019
IRS990EZ/TotalRevenueAmt062661
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0807
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03971
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt061642
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt061753
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt020545
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0143940
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0147911
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062662
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062560
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0348
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022341
IRS990ScheduleA/Total509Grp/TotalAmt0147911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062560
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0348
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt022341
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0147911
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX FUN RUN
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RECEIPTS FOR DEPOSITS WAS NOT INCOME FROM DONATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADMIN EXPENSES 328INSURANCE 272SOFTWARE 458TEACHER APPRECIATION 384ENRICHMENT 4,015FUNDRAISING EXPENSE 27,978SPECIAL EVENTS 8,123SCHOOL PROGRAMS 15,236GIFTS 1,002
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/PersonNm0GRACE MCPHERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05104611332
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-11
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/PreparationDt02023-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Danielle Hurst
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-11T14:16:24-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GRACE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCPHERSON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,418
Liabilities
$0
Net assets
$31,418
Revenue
$62,661
Expenses
$58,019
Net income
$4,642
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits