Summa Institute is located in Redding, CA. The organization was established in 1986. According to its NTEE Classification (B99) the organization is classified as: Education N.E.C., under the broad grouping of Education and related organizations. As of 07/2017, Summa Institute employed 14 individuals. Summa Institute is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 07/2017, Summa Institute generated $740.8k in total revenue. This represents relatively stable growth, over the past 2 years the organization has increased revenue by an average of 0.8% each year. All expenses for the organization totaled $752.7k during the year ending 07/2017. While expenses have increased by 3.1% per year over the past 2 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2017
Describe the Organization's Mission:
Part 3 - Line 1
SUMMA PROVIDES STUDENTS AND THEIR FAMILIES WITH THE RESOURCES, EDUCATION AND COMMUNITY
Describe the Organization's Program Activity:
Part 3 - Line 4a
ESTABLISHED A NONPROFIT PRIVATE SCHOOL AND PROFESSIONAL DEVELOPEMENT CENTER IN PORTLAND, OREGON, GROUNDED IN THE NATURAL LEARNING RELATIONSHIPS APPROACH TO HUMAN DEVELOPMENT. THE SCHOOL IS NOW FULLY OPERATIONAL SERVING AGES 4 - 14 AND THEIR FAMILIES.
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Tim Riley Treasurer | OfficerTrustee | 1 | $0 |
Ricky Allen Board Chair | OfficerTrustee | 1 | $0 |
Ba Luvmour MA Director | OfficerTrustee | 40 | $59,661 |
Paul Freedman Director | Trustee | 1 | $0 |
Kevin Brague Director | Trustee | 1 | $0 |
Amber Kara President | Officer | 40 | $25,363 |
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $142,962 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $142,962 |
| Total Program Service Revenue | $595,180 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $2,674 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $740,816 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $152,526 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $302,593 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $46,054 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $8,192 |
| Office expenses | $34,646 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $143,000 |
| Travel | $767 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $15,169 |
| Insurance | $13,231 |
| All other expenses | $0 |
| Total functional expenses | $752,686 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $13,588 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $302 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $17,841 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $31,731 |
| Accounts payable and accrued expenses | $8,466 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $40,000 |
| Other liabilities | $0 |
| Total liabilities | $48,466 |
| Unrestricted restricted net Assets | -$16,735 |
| Temporarily restricted net Assets | $0 |
| Permanently restricted net Assets or current funds | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total net assets or fund balances | -$16,735 |