Civic Intelligence

Summer Lake PTA

990EZ • Fiscal year 2024 • EIN 90-1502898

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 24, 2024

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

50th percentile

3.3%

Higher net margin than 50% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

59th percentile

6.5%

Faster asset growth than 59% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

0.1%

Faster revenue growth than 46% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$33,463

Up $2,045 (+6.5%) from 2023

Net Assets

Up

$33,463

Up $2,045 (+6.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin50th percentile

Revenue

Up

$62,721

Up $60 (+0.1%) from 2023

Expenses

Up

$60,676

Up $2,657 (+4.6%) from 2023

Net Income

Down

$2,045

Down $2,597 (-56%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2024

Assets$33,463
Liabilities$0
Net Assets$33,463
Open 2024 Filing

Operations Trend

Revenue Growth46th 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

2024

Revenue$62,721
Expenses$60,676
Net Income$2,045
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 24, 2024
Return Version
2023v5.1
Gross Receipts
$62,721
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--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENIFER JOHNSONTreasurerPT$0--
GRACE MCPHERSONPresident-$0--
AMANDA GILREATHSecretary-$0--
VENESSA CASARESExecutive VP-$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
Jenifer Johnson
Title
Treasurer
Phone
5104611332
Signed
2024-08-24
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

Description of other expenses Part I line 16

“Description amountbank fee 36insurance 282software 338child care 49programs 31,952fundraising expense 27,215business filing 50reimb costs 455”

Raw XML Appendix153 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/PersonNm0JENIFER JOHNSON
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/BOYAmt031418
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033463
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0262
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02045
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031418
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033463
IRS990EZ/FundraisingGrossIncomeAmt061949
IRS990EZ/GrossReceiptsAmt062721
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0509
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031418
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033463
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031418
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033463
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/PersonNm0JENIFER JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GRACE MCPHERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA GILREATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VENESSA CASARES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt060377
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION ENRICHMENT PROGRAMS
IRS990EZ/PrintingPublicationsPostageAmt0299
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT PROGRAMS TO ENCOURAGE SCHOOL SPIRIT AND MORAL . PROVIDE PROGRAMS FOR HEALTHY LIFESTYLE AND EDUCTION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt061949
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060676
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt062721
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0262
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0807
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04233
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt062457
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt061642
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt061753
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt020545
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0206397
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0210630
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062719
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062662
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062560
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0348
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt022341
IRS990ScheduleA/Total509Grp/TotalAmt0210630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062560
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0348
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt022341
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0210631
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX FUN RUN
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBANK FEE 36INSURANCE 282SOFTWARE 338CHILD CARE 49PROGRAMS 31,952FUNDRAISING EXPENSE 27,215BUSINESS FILING 50REIMB COSTS 455
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENIFER JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05104611332
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-24
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Danielle Hurst
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-23T15:12:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,463
Liabilities
$0
Net assets
$33,463
Revenue
$62,721
Expenses
$60,676
Net income
$2,045
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