Civic Intelligence

Summit Foundation

990PF • Fiscal year 2024 • EIN 13-3805672

Oct 01, 2023 to Sep 30, 2024 • Filed on Aug 15, 2025

Organization Profile
730 THIRD AVENUE Suite 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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

1st percentile

-9086%

Higher net margin than 1% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

7th percentile

-72%

Faster asset growth than 7% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$91,988

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

Net Assets

Down

$91,988

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

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin1st 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

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2024

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

Operations Trend

Revenue Growth2nd 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

2024

Revenue$4,806
Expenses$441,461
Net Income-$436,655
Open 2024 Filing
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 Pay79th 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.

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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0785342
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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
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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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE STATEMENT A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0286712
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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

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Filings

Displayed 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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • <$500k nonprofits