Civic Intelligence

Summit Foundation

990PF • Fiscal year 2023 • EIN 13-3805672

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 15, 2024

Organization Profile
730 Third Avenue 11th FLNew York, NY 10017

(631) 414-4000

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

56th percentile

6.3%

Higher net margin than 56% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-21%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$333,092

Up $40,320 (+14%) from 2022

Net Assets

Up

$333,092

Up $40,320 (+14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin56th percentile

Revenue

Down

$640,675

Down $171,542 (-21%) from 2022

Expenses

Up

$600,355

Up $38,452 (+6.8%) from 2022

Net Income

Down

$40,320

Down $209,994 (-84%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$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

2023

Assets$333,092
Liabilities$0
Net Assets$333,092
Open 2023 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$640,675
Expenses$600,355
Net Income$40,320
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 15, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

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

Filer

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

Signing Officer

Name
Cody Smith
Title
Trustee
Phone
6314144000
Signed
2024-02-15

Preparer

Firm
Marcum Llp
Address
730 THIRD AVENUE, NEW YORK, NY 10017
Preparer
Marla Esan Director
Phone
2124855500
Raw XML Appendix288 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.

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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0586567
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0540522
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02367587
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01827065
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0249
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06
TaxesSchedule/TaxesDetail/Amt02344
TaxesSchedule/TaxesDetail/Amt15000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02344
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CODY SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06314144000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MARCUM LLP
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0133805672
ReturnHeader/Filer/InCareOfNm0% MARCUM LLP
ReturnHeader/Filer/PhoneNum06314144000
ReturnHeader/Filer/USAddress/AddressLine1Txt0730 THIRD AVENUE 11TH FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010017
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0730 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum02124855500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARLA ESAN DIRECTOR
ReturnHeader/ReturnTs02024-08-02T20:44:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$333,092
Liabilities
$0
Net assets
$333,092
Revenue
$640,675
Expenses
$600,355
Net income
$40,320
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