Civic Intelligence

Summa Institute

990 • Fiscal year 2011 • EIN 94-2985490

Jan 01, 2011 to Dec 31, 2011 • Filed on May 11, 2012

Organization Profilewww.Summainstitute.org
4336 SW Pendleton Street97221
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.03x

Higher debt load relative to assets than 66% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

78th percentile

29%

Faster asset growth than 78% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$119,148

Up $26,696 (+29%) from 2010

Net Assets

Up

$115,612

Up $23,698 (+26%) from 2010

Liabilities

Up

$3,536

Up $2,998 (+557%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$37,801

Down $12,094 (-24%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$200K$150K$100K$50K$0-$50KAssets 2010: $92,452Liabilities 2010: $538Net Assets 2010: $91,9142010Assets 2011: $119,148Liabilities 2011: $3,536Net Assets 2011: $115,6122011Assets 2012: $130,918Liabilities 2012: $4,351Net Assets 2012: $126,5672012Assets 2013: $128,010Liabilities 2013: $46,438Net Assets 2013: $81,5722013Assets 2014: $160,016Liabilities 2014: $46,588Net Assets 2014: $113,4282014Assets 2015: $142,726Liabilities 2015: $69,118Net Assets 2015: $73,6082015Assets 2016: $149,419Liabilities 2016: $68,670Net Assets 2016: $80,7492016Assets 2017: $31,731Liabilities 2017: $48,466Net Assets 2017: -$16,7352017

Highlighted filing

2011

Assets$119,148
Liabilities$3,536
Net Assets$115,612
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $49,8952010Expenses 2011: $37,8012011Expenses 2012: $107,0692012Revenue 2013: $325,532Expenses 2013: $359,927Net Income 2013: -$34,3952013Revenue 2014: $369,503Expenses 2014: $337,647Net Income 2014: $31,8562014Revenue 2015: $594,925Expenses 2015: $634,745Net Income 2015: -$39,8202015Revenue 2016: $728,617Expenses 2016: $707,744Net Income 2016: $20,8732016Revenue 2017: $740,816Expenses 2017: $752,686Net Income 2017: -$11,8702017

Highlighted filing

2011

Revenue-
Expenses$37,801
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 11, 2012
Return Version
2011v1.2
Gross Receipts
$58,781
Mission and Program Overview

Mission

Summa provides students and their

Filing and Contact Details

Filer

EIN
94-2985490
Raw XML Appendix329 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
IRS990/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/BOY0538
IRS990/AccountsPayableAccruedExpenses/EOY03536
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0Summa provides students and their families with the resources, education and community to achieve optimal well-being in self, family & society.
IRS990/AddressPrincipalOfficerUS/AddressLine101636 EAST
IRS990/AddressPrincipalOfficerUS/City0REDDING
IRS990/AddressPrincipalOfficerUS/State0CA
IRS990/AddressPrincipalOfficerUS/ZIPCode096001
IRS990/AllOtherContributions048649
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CashNonInterestBearing/BOY05929
IRS990/CashNonInterestBearing/EOY015144
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ComplianceWithBackupWitholding0true
IRS990/ConferencesMeetings/Fundraising00
IRS990/ConferencesMeetings/ManagementAndGeneral00
IRS990/ConferencesMeetings/ProgramServices0286
IRS990/ConferencesMeetings/Total0286
IRS990/ConflictOfInterestPolicy0false
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear048649
IRS990/ContributionsGrantsPriorYear031272
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30true
IRS990/Description0FAMILY PROGRAMS
IRS990/DisregardedEntity0false
IRS990/DistributionToDonor0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
IRS990/ElectionOfBoardMembers0false
IRS990/ExcessBenefitTransaction0false
IRS990/ExcessBusinessHoldings0false
IRS990/Expense022855
IRS990/FamilyOrBusinessRelationship0true
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesManagement/Fundraising00
IRS990/FeesForServicesManagement/ManagementAndGeneral07500
IRS990/FeesForServicesManagement/ProgramServices07462
IRS990/FeesForServicesManagement/Total014962
IRS990/FeesForServicesOther/Fundraising00
IRS990/FeesForServicesOther/ManagementAndGeneral0144
IRS990/FeesForServicesOther/ProgramServices00
IRS990/FeesForServicesOther/Total0144
IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form1098CFiled0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form8899Filed0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek05.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek15.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek25.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek35.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek45.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek55.00
IRS990/Form990PartVIISectionA/KeyEmployee0X
IRS990/Form990PartVIISectionA/KeyEmployee1X
IRS990/Form990PartVIISectionA/NamePerson0BA LUVMOUR
IRS990/Form990PartVIISectionA/NamePerson1JOSETTE LUVMOUR
IRS990/Form990PartVIISectionA/NamePerson2TIM RILEY
IRS990/Form990PartVIISectionA/NamePerson3RICKY ALLEN
IRS990/Form990PartVIISectionA/NamePerson4FARDAD YAMIN
IRS990/Form990PartVIISectionA/NamePerson5STEPHEN KELLY
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/Officer5X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/Title0EXEC DIR
IRS990/Form990PartVIISectionA/Title1PROG DIR
IRS990/Form990PartVIISectionA/Title2TREASURER
IRS990/Form990PartVIISectionA/Title3Director
IRS990/Form990PartVIISectionA/Title4Director
IRS990/Form990PartVIISectionA/Title5Director
IRS990/Form990ProvidedToGoverningBody0false
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/Gaming0false
IRS990/Grants048649
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts058781
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/Insurance/Fundraising00
IRS990/Insurance/ManagementAndGeneral01477
IRS990/Insurance/ProgramServices00
IRS990/Insurance/Total01477
IRS990/InventoriesForSaleOrUse/BOY01350
IRS990/InventoriesForSaleOrUse/EOY01100
IRS990/InvestmentIncomeCurrentYear08731
IRS990/InvestmentIncomePriorYear01526
IRS990/InvestmentIncome/TotalRevenueColumn08731
IRS990/InvestmentIncome/UnrelatedBusinessRevenue08731
IRS990/InvestmentInJointVenture0false
IRS990/LandBuildingsEquipmentBasis056425
IRS990/LandBuildingsEquipmentBasisNet/BOY056425
IRS990/LandBuildingsEquipmentBasisNet/EOY056425
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0FAMILY AND TEACHER EDUCATION RESEARCH AND PROGRAMS.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0TIM RILEY
IRS990/NbrIndependentVotingMembers04
IRS990/NbrVotingGoverningBodyMembers06
IRS990/NbrVotingMembersGoverningBody06
IRS990/NetAssetsOrFundBalancesBOY091914
IRS990/NetAssetsOrFundBalancesEOY0115612
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers04
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Fundraising00
IRS990/Occupancy/ManagementAndGeneral00
IRS990/Occupancy/ProgramServices07157
IRS990/Occupancy/Total07157
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear049895
IRS990/OtherExpensesCurrentYear037801
IRS990/OtherExpenses/Description0OPERATIONS
IRS990/OtherExpenses/Fundraising00
IRS990/OtherExpenses/ManagementAndGeneral05825
IRS990/OtherExpenses/ProgramServices07950
IRS990/OtherExpenses/Total013775
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PledgesAndGrantsReceivable/BOY017503
IRS990/PledgesAndGrantsReceivable/EOY030000
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenue/BusinessCode1900099
IRS990/ProgramServiceRevenue/BusinessCode2900099
IRS990/ProgramServiceRevenueCY01401
IRS990/ProgramServiceRevenue/Description0WORKSHOP FEES
IRS990/ProgramServiceRevenue/Description1CD SALES
IRS990/ProgramServiceRevenue/Description2BOOK SALES
IRS990/ProgramServiceRevenuePriorYear0519
IRS990/ProgramServiceRevenue/TotalRevenueColumn0978
IRS990/ProgramServiceRevenue/TotalRevenueColumn155
IRS990/ProgramServiceRevenue/TotalRevenueColumn2368
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationOtherChanges02718
IRS990/ReconcilationRevenueExpenses020980
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0true
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/Revenue0213
IRS990/RevenuesLessExpensesCY020980
IRS990/RevenuesLessExpensesPriorYear0-16578
IRS990/SalariesEtcCurrentYear00
IRS990/SavingsAndTempCashInvestments/BOY011245
IRS990/SavingsAndTempCashInvestments/EOY016479
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear048649
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year031272
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years037425
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0117346
IRS990ScheduleA/GrossInvestmentIncome170/Total00
IRS990ScheduleA/InvestmentIncomePercentage00
IRS990ScheduleA/PriorYearSupportPercentage01.00000
IRS990ScheduleA/PriorYrInvestIncomePercentage00.00000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50901.00000
IRS990ScheduleA/PublicSupportPertcentage17000
IRS990ScheduleA/PublicSupportTotal17000
IRS990ScheduleA/PublicSupportTotal5090117346
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear048649
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year031272
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years037425
IRS990ScheduleA/Total509/Total0117346
IRS990ScheduleA/TotalSupportTotal/Total0117346
IRS990/ScheduleBRequired0false
IRS990ScheduleD/OtherLandBuildings/BookValue056425
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis056425
IRS990ScheduleD/TotalOfBookValueLandBuildings056425
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0UPON REQUEST
IRS990ScheduleO/GeneralExplanation/Explanation1NONE
IRS990ScheduleO/GeneralExplanation/Explanation2NONE
IRS990ScheduleO/GeneralExplanation/Identifier0Pt VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Pt VI, Line 2
IRS990ScheduleO/GeneralExplanation/Identifier2Pt VI, Line 11a
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0OR
IRS990/StatesWhereCopyOfReturnIsFiled0OR
IRS990/SubjectToProxyTax0false
IRS990/TaxableDistributions0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/TemporarilyRestrictedNetAssets/EOY030000
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine104336 PENDLETON STREET
IRS990/TheBooksAreInCareOf/AddressUS/City0PORTLAND
IRS990/TheBooksAreInCareOf/AddressUS/State0OR
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode097211
IRS990/TheBooksAreInCareOf/NamePerson0ALBEE KARA
IRS990/TheBooksAreInCareOf/TelephoneNumber05032871785
IRS990/TotalAssets/BOY092452
IRS990/TotalAssetsBOY092452
IRS990/TotalAssets/EOY0119148
IRS990/TotalAssetsEOY0119148
IRS990/TotalCompGT150K0false
IRS990/TotalContributions048649
IRS990/TotalExpensesCurrentYear037801
IRS990/TotalExpensesPriorYear049895
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral014946
IRS990/TotalFunctionalExpenses/ProgramServices022855
IRS990/TotalFunctionalExpenses/Total037801
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI08731
IRS990/TotalLiabilities/BOY0538
IRS990/TotalLiabilitiesBOY0538
IRS990/TotalLiabilities/EOY03536
IRS990/TotalLiabilitiesEOY03536
IRS990/TotalLiabNetAssetsFundBalances/BOY092452
IRS990/TotalLiabNetAssetsFundBalances/EOY0119148
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY091914
IRS990/TotalNetAssetsFundBalances/EOY0115612
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense022855
IRS990/TotalProgramServiceRevenue01401
IRS990/TotalRevenueCurrentYear058781
IRS990/TotalRevenuePriorYear033317
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome01401
IRS990/TotalRevenue/TotalRevenueColumn058781
IRS990/TotalRevenue/UnrelatedBusinessRevenue08731
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UnrestrictedNetAssets/BOY091914
IRS990/UnrestrictedNetAssets/EOY085612
IRS990/UponRequest0X
IRS990/WebSite0www.summainstitute.org
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01982
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0942985490
ReturnHeader/Filer/Name/BusinessNameLine10SUMMA INSTITUTE
ReturnHeader/Filer/NameControl0SUMM
ReturnHeader/Filer/Phone05032871795
ReturnHeader/Filer/USAddress/AddressLine104336 SW PENDLETON STREET
ReturnHeader/Filer/USAddress/City0PORTLAND
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097221
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-11
ReturnHeader/Officer/Name0TIM RILEY
ReturnHeader/Officer/Phone05032871795
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02012-08-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ABS TAX & FINANCE INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101636 EAST STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0REDDING
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode096001
ReturnHeader/Preparer/Name0TIM RILEY MBA EA
ReturnHeader/Preparer/Phone05302444846
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-14T14:22:05-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$119,148
Liabilities
$3,536
Net assets
$115,612
Revenue
-
Expenses
$37,801
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.48$0.17$7.41$7.53$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.69$0.81$7.29$7.08$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.69$0.74$5.95$6.35$0.40
2014Summary only. Only limited summary data is available for this year.$1.60$0.47$1.13$3.70$3.38$0.32
2013Summary only. Only limited summary data is available for this year.$1.28$0.46$0.82$3.26$3.60$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.04$1.27$1.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.04$1.16$0.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.01$0.92$0.50