Nonprofit · EIN 51-0138201
SUMMER HOUSE INC
Tax-exempt · WOODLAND, CA 95776
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,376,121 | $3,297,003 | $79,118 | $1,566,018 | $145,236 | $1,420,782 |
| June 30, 2024 | 990 | $3,402,753 | $3,488,079 | -$85,326 | $1,498,991 | $157,328 | $1,341,663 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,973,718
- of which government grants
- $2,929,656
- Program service revenue
- $333,538
- Investment income
- $44,437
- Net gain from sales of assets
- $43,051
- Other revenue
- $24,428
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $80,286
- Other salaries and wages
- $2,468,320
- Salaries, compensation and benefits (total)
- $2,957,311
- Professional fundraising fees
- $0
- Accounting fees
- $6,250
- Occupancy
- $3,205
- Depreciation
- $31,842
- Program services (functional)
- $2,938,098
- Management and general (functional)
- $357,747
- Fundraising (functional)
- $1,158
Balance sheet and other
- Total assets, start of year
- $1,498,991
- Total assets, end of year
- $1,566,018
- Total liabilities, end of year
- $145,236
- Net assets, end of year
- $1,420,782
- Land, buildings and equipment
- $285,712
- Publicly traded securities
- $448,531
- Net assets without donor restrictions
- $1,420,782
- Gross receipts
- $3,435,379
- Employees
- 104
- Year formed
- 1974
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROXANA PALOMARES | Executive Dir. Trustee or director, Officer | 30 | $80,286 |
| CAREN HILL | President Trustee or director, Officer | 1 | $0 |
| CYNDY BAUER | Vice President Trustee or director, Officer | 1 | $0 |
| ROSEMARY BLEDSOE | Secretary Trustee or director, Officer | 1 | $0 |
| KATHI CAMPBELL | Director Trustee or director | 1 | $0 |
| PAT MONLEY | Treasurer Trustee or director, Officer | 1 | $0 |
| TOM CARDENAS | Director Trustee or director | 1 | $0 |
| TRICIA DECKER | Director Trustee or director | 1 | $0 |
| ANDY FULLERTON | Director Trustee or director | 1 | $0 |
| NICOLE RICHARDSON | Director Trustee or director | 1 | $0 |
| BONNIE ROSE | Director Trustee or director | 1 | $0 |
| TOM MONLEY | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julie Kirby | Executive Dir. Trustee or director, Officer | 30 | $82,547 |
| Brook Pilon | Director Trustee or director | 1 | $0 |
| Rosemary Bledsoe | Secretary Trustee or director, Officer | 1 | $0 |
| Tom Cardenas | Director Trustee or director | 1 | $0 |
| Bonnie Rose | Director Trustee or director | 1 | $0 |
| Tricia Decker | Director Trustee or director | 1 | $0 |
| Tom Monley | Director Trustee or director | 1 | $0 |
| Kathi Campbell | Director Trustee or director | 1 | $0 |
| Cyndy Bauer | President Trustee or director, Officer | 1 | $0 |
| Caren Hill | Vice President Trustee or director, Officer | 1 | $0 |
| Pat Monley | Treasurer Trustee or director, Officer | 1 | $0 |
| Andy Fullerton | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1724, WOODLAND, CA 95776-1724
- Principal officer (990 for 2024)
- ROXANA PALOMARES, PO BOX 1724, WOODLAND, CA 95776
- Signed the 990
- ROXANA PALOMARES, Executive Director
- Phone
- (530) 662-2763
- Website
- https://summerhouseinc.org
- Return prepared by
- Manosh Singh CPA & Associates
California records
California keeps its own records of charities and corporations. Search them by EIN 51-0138201 or by the name SUMMER HOUSE INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
The mission of Summer House, Inc. is to provide living options and support foradults with developmental disabilities that respect their individual dignity andhuman worth, and enhance their self-reliance, self-esteem, safety and involvement inthe local community. Summer House operates two residential facilities, anindependent living skills program, and a supported living services program.
Program accomplishments
- Adult Residential Facilities (Davis and Woodland) - Provides around the clock support and supervision for twelve adults in each home with developmental disabilities.Expenses $1,495,706
- Supportive Living Services Program - Provides up to 24 hour support daily to adultswith developmental disabilities in their own homes in the community.Expenses $1,205,725
- Independent Living Services - Provides independent living skills instruction toadults with developmental disabilities living successfully in the community in theirown homes.Expenses $236,667
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 51-0138201
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1975
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P73Z)
- Assets (IRS master file)
- $1,566,018
- Income (IRS master file)
- $3,435,379
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,376,121 | $3,297,003 | $1,566,018 | IRS |
| 990 | June 2024 | $3,402,753 | $3,488,079 | $1,498,991 | XML |
| 990 | June 2023 | $3,260,610 | $3,042,512 | $1,653,708 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 51-0138201).
Questions about SUMMER HOUSE INC
- What is the EIN of SUMMER HOUSE INC?
- The employer identification number (EIN) of SUMMER HOUSE INC is 51-0138201.
- Is SUMMER HOUSE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to SUMMER HOUSE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUMMER HOUSE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SUMMER HOUSE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUMMER HOUSE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SUMMER HOUSE INC?
- The 990 for the year ended June 30, 2025 names ROXANA PALOMARES.
- Who are the officers and directors of SUMMER HOUSE INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $80,286 (ROXANA PALOMARES, Executive Dir.).
- How much revenue does SUMMER HOUSE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,376,121, expenses of $3,297,003 and total assets of $1,566,018 at year end.
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