Civic Intelligence

Summit Academy Ptsa

990EZ • Fiscal year 2024 • EIN 93-2739976

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 12, 2024

Organization Profile
35780 Abelia StWinchester, CA 92596

(951) 294-6121

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

69th percentile

16%

Higher net margin than 69% 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

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

$17,632

No earlier filing loaded for comparison.

Net Assets

$17,632

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin69th percentile

Revenue

$112,208

No earlier filing loaded for comparison.

Expenses

$94,576

No earlier filing loaded for comparison.

Net Income

$17,632

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.

$30K$20K$10K$0Assets 2024: $17,632Liabilities 2024: $0Net Assets 2024: $17,6322024Assets 2025: $29,295Liabilities 2025: $0Net Assets 2025: $29,2952025

Highlighted filing

2024

Assets$17,632
Liabilities$0
Net Assets$17,632
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Revenue 2024: $112,208Expenses 2024: $94,576Net Income 2024: $17,6322024Revenue 2025: $74,014Expenses 2025: $62,351Net Income 2025: $11,6632025

Highlighted filing

2024

Revenue$112,208
Expenses$94,576
Net Income$17,632
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$112,208
Mission and Program Overview

Mission

Improve school experience for children

Program Services

DescriptionGrantsExpenses
Had many fundraisers that raised funds to help improve the school experience.--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah SaulsTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$51,399$51,399$25,220$26,179
Total Events$51,399$51,399$25,220$26,179
Filing and Contact Details

Filer

Filer Name
Summit Academy PTSA
EIN
93-2739976
Address
35780 Abelia St, Winchester, CA 92596

Signing Officer

Name
Deborah Sauls
Title
Treasurer
Phone
9512946121
Signed
2024-11-12
Discuss with paid preparer
No

Preparer

Firm
BMG Accounting Solutions
Address
32363 Old Grove Ct, Winchester, CA 92596
Preparer
Brandon Gaona
Phone
9515264718
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountBank Income 194”

Description of other expenses Part I line 16

“Description AmountMembership Expenses 513Program Expenses 39,736Operating Expenses 2,358Hospitality Expenses 1,738”

Raw XML Appendix123 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/PersonNm0Deborah Sauls
IRS990EZ/BooksInCareOfDetail/PhoneNum09512946121
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt035780 Abelia St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Winchester
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092596
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017632
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017632
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt050231
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017632
IRS990EZ/FundraisingGrossIncomeAmt0109909
IRS990EZ/GrossReceiptsAmt0112208
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02105
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017632
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017632
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Deborah Sauls
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt044345
IRS990EZ/OtherRevenueTotalAmt0194
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Improve school experience for children
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Had many fundraisers that raised funds to help improve the school experience.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt0109909
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt094576
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0112208
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0Fun Run
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt051399
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt026179
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0Apex Fun Run
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt025220
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025220
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051399
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051399
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt051399
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051399
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026179
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025220
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025220
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt051399
IRS990ScheduleG/TotalNetToOrganizationAmt026179
IRS990ScheduleG/TotalRetainedByContractorsAmt025220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBank Income 194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountMembership Expenses 513Program Expenses 39,736Operating Expenses 2,358Hospitality Expenses 1,738
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Deborah Sauls
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09512946121
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Summit Academy PTSA
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0932739976
ReturnHeader/Filer/USAddress/AddressLine1Txt035780 Abelia St
ReturnHeader/Filer/USAddress/CityNm0Winchester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092596
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841914131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMG Accounting Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032363 Old Grove Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winchester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092596
ReturnHeader/PreparerPersonGrp/PhoneNum09515264718
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brandon Gaona
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-12T14:55:06-05:00
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
$17,632
Liabilities
$0
Net assets
$17,632
Revenue
$112,208
Expenses
$94,576
Net income
$17,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.74$0.62$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.12$0.95$0.18