Civic Intelligence

Summit Foundation

EIN 13-3805672 • New York, NY

730 THIRD AVENUE Suite 11TH FLNew York, NY 10017
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-9086%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

16th percentile

-72%

Faster asset growth than 16% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-99%

Faster revenue growth than 5% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$91,988

Down $241,104 (-72%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$91,988

Down $241,104 (-72%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$4,806

Down $635,869 (-99%) from 2023

Expenses

Down

$441,461

Down $158,894 (-26%) from 2023

Net Income

Down

-$436,655

Down $476,975 (-1183%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $921,518Liabilities 2011: $02011Assets 2012: $767,108Liabilities 2012: $02012Assets 2013: $1,959,911Liabilities 2013: $02013Assets 2015: $2,280,402Liabilities 2015: $02015Assets 2019: $893,175Liabilities 2019: $0Net Assets 2019: $893,1752019Assets 2020: $718,514Liabilities 2020: $0Net Assets 2020: $718,5142020Assets 2021: $408,215Liabilities 2021: $0Net Assets 2021: $408,2152021Assets 2022: $292,772Liabilities 2022: $0Net Assets 2022: $292,7722022Assets 2023: $333,092Liabilities 2023: $0Net Assets 2023: $333,0922023Assets 2024: $91,988Liabilities 2024: $0Net Assets 2024: $91,9882024

Highlighted filing

2024

Assets$91,988
Liabilities$0
Net Assets$91,988
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $818,389Expenses 2011: $200,826Net Income 2011: $617,5632011Revenue 2012: $781,824Expenses 2012: $636,772Net Income 2012: $145,0522012Revenue 2013: $1,789,594Expenses 2013: $398,103Net Income 2013: $1,391,4912013Revenue 2015: $1,301,220Expenses 2015: $643,115Net Income 2015: $658,1052015Revenue 2019: $172,963Expenses 2019: $400,251Net Income 2019: -$227,2882019Revenue 2020: $327,181Expenses 2020: $488,767Net Income 2020: -$161,5862020Revenue 2021: $157,852Expenses 2021: $468,151Net Income 2021: -$310,2992021Revenue 2022: $812,217Expenses 2022: $561,903Net Income 2022: $250,3142022Revenue 2023: $640,675Expenses 2023: $600,355Net Income 2023: $40,3202023Revenue 2024: $4,806Expenses 2024: $441,461Net Income 2024: -$436,6552024

Highlighted filing

2024

Revenue$4,806
Expenses$441,461
Net Income-$436,655
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$91,988
Liabilities
$0
Net assets
$91,988
Revenue
$4,806
Expenses
$441,461
Net income
-$436,655
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.44$0.44
2023Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.64$0.60$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.81$0.56$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.16$0.47$0.31
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.33$0.49$0.16
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.89$0.00$0.89$0.17$0.40$0.23
2015Summary only. Only limited summary data is available for this year.$2.28$0.00$1.30$0.64$0.66
2013Summary only. Only limited summary data is available for this year.$1.96$0.00$1.79$0.40$1.39
2012Summary only. Only limited summary data is available for this year.$0.77$0.00$0.78$0.64$0.15
2011Summary only. Only limited summary data is available for this year.$0.92$0.00$0.82$0.20$0.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CODY J SMITHTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Summit Foundation
EIN
13-3805672
In Care Of
% CBIZ ADVISORS LLC
Phone
6314144000
Address
730 THIRD AVENUE Suite 11TH FL, NEW YORK, NY 10017

Signing Officer

Name
Cody Smith
Title
Trustee
Phone
6314144000
Signed
2025-08-15

Preparer

Firm
CBIZ Advisors LLC
Address
730 THIRD AVENUE, NEW YORK, NY 10017
Preparer
Marla Esan Director
Phone
2124855500
Raw XML Appendix307 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
AccountingFeesSchedule/AccountingFeesDetail/Amt012875
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06437
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06438
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0N/A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt413510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt74140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt128652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4424958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt523506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt630102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt78827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0GS CORE FIXED INCOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2STARBUCKS CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DIREXION ENERGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ASML HOLDINGS NV ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5FERRARI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6NESTLE S.A.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7JACK HENRY & ASSOC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt011034
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-6231
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISC INCOME- CURRENCY TRANS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04806
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04806
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06437
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06438
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt012875
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0419744
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0419744
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011034
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011034
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-436655
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0189132
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-6231
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03527
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0270
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0274
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01068
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08568
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0426451
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07510
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0441461
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt011037
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04806
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06707
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07510
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0139340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt156023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt032359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-38590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt032359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-38590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0171699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - GS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - GS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-6231
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-436655
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0195551
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt091988
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0333092
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt091988
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt039218
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt039218
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt039218
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt039267
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt049
IRS990PF/DistributableAmountGrp/TotalTaxAmt049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03031
IRS990PF/FMVAssetsEOYAmt0589135
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0333092
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt091988
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0104045
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt063341
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt063341
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0229047
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt028647
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0525794
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0333092
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt091988
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0589135
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0333092
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt091988
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0333092
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt091988
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0797302
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt055984
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0741318
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011960
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt039267
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0785342
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0797302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CODY J SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0c/o CBIZ ADV- 730 THIRD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt011TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010017
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0426451
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0426451
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt068 SOUTH SERVICE ROAD SUITE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MELVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011747
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum06314144000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0n/a
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0REVENUE CODE SECTION 501(C)(3).
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CODY J SMITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0419744
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE STATEMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O CBIZ ADVISORS LLC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0419744
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt039218
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039218
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0540522
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0474798
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0357988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0383373
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0286712
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0286712
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02143914
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0387233
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0540522
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0474798
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0357988
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0383373
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0426451
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0387233
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02430626
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02043393
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILINGS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PUBLICATION COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2170
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2170
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISC INCOME- CURRENCY TRANS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0195551
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT FOR DONATED STOCK
TaxesSchedule/TaxesDetail/Amt01068
TaxesSchedule/TaxesDetail/Amt17500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01068
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CODY SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06314144000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CBIZ ADVISORS LLC
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0133805672
ReturnHeader/Filer/InCareOfNm0% CBIZ ADVISORS LLC
ReturnHeader/Filer/PhoneNum06314144000
ReturnHeader/Filer/USAddress/AddressLine1Txt0730 THIRD AVENUE Suite 11TH FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010017
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ Advisors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0730 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum02124855500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARLA ESAN DIRECTOR
ReturnHeader/ReturnTs02025-07-29T12:59:36-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits