Civic Intelligence

Sumas Foundation Ttee

990PF • Fiscal year 2020 • EIN 22-6107899

Sep 01, 2019 to Aug 31, 2020 • Filed on Jan 05, 2021

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

75th percentile

26%

Higher net margin than 75% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$2,082

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 54.7% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

-1.4%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$8,817

Up $1,003 (+13%) from 2019

Net Assets

Up

$8,817

Up $1,003 (+13%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin75th percentile

Revenue

Down

$3,805

Down $54 (-1.4%) from 2019

Expenses

Down

$2,811

Down $164 (-5.5%) from 2019

Net Income

Up

$994

Up $110 (+12%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$100K$50K$0Assets 2011: $35,691Liabilities 2011: $02011Assets 2012: $61,719Liabilities 2012: $0Net Assets 2012: $61,7192012Assets 2013: $43,465Liabilities 2013: $02013Assets 2014: $23,764Liabilities 2014: $02014Assets 2015: $24,266Liabilities 2015: $02015Assets 2019: $7,814Liabilities 2019: $0Net Assets 2019: $7,8142019Assets 2020: $8,817Liabilities 2020: $0Net Assets 2020: $8,8172020Assets 2021: $9,842Liabilities 2021: $0Net Assets 2021: $9,8422021Assets 2022: $10,920Liabilities 2022: $0Net Assets 2022: $10,9202022Assets 2023: $91,604Liabilities 2023: $0Net Assets 2023: $91,6042023Assets 2024: $88,777Liabilities 2024: $0Net Assets 2024: $88,7772024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2020

Assets$8,817
Liabilities$0
Net Assets$8,817
Open 2020 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $72,421Expenses 2011: $67,802Net Income 2011: $4,6192011Expenses 2012: $33,5312012Revenue 2013: $11,597Expenses 2013: $29,851Net Income 2013: -$18,2542013Revenue 2014: $3,979Expenses 2014: $24,180Net Income 2014: -$20,2012014Revenue 2015: $3,978Expenses 2015: $3,868Net Income 2015: $1102015Revenue 2019: $3,859Expenses 2019: $2,975Net Income 2019: $8842019Revenue 2020: $3,805Expenses 2020: $2,811Net Income 2020: $9942020Revenue 2021: $3,751Expenses 2021: $2,727Net Income 2021: $1,0242021Revenue 2022: $3,789Expenses 2022: $2,695Net Income 2022: $1,0942022Revenue 2023: $83,806Expenses 2023: $2,734Net Income 2023: $81,0722023Revenue 2024: $4,777Expenses 2024: $7,608Net Income 2024: -$2,8312024Revenue 2025: $2,276Expenses 2025: $93,309Net Income 2025: -$91,0332025

Highlighted filing

2020

Revenue$3,805
Expenses$2,811
Net Income$994
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jan 5, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$2,082-$2,082
Filing and Contact Details

Filer

Filer Name
Sumas Foundation Ttee
EIN
22-6107899
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2021-01-05
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML Appendix282 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0PART VIII: INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUND
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0SATION REPORTED IN COLUMN (C) IS CALCULATED BASED ON PERIODIC MAR KET VALUES AND/OR THE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMI NED ON AN HOURLY BASIS AND THE REFERENCE TO ONE HOUR PER WEEK IS AN ESTIMATE ONLY. CORPORATE TRUSTEE SERVICES INCLUDE, BUT ARE NO T LIMITED TO, ADMINISTRATIVE SERVICES SUCH AS FIDUCIARY ACCOUNTI NG, CUSTODY OF ASSETS, COMPLYING WITH TAX FILING REQUIREMENTS, CO MPLYING WITH DISTRIBUTION PROVISIONS, AND COMPLYING WITH FEDERAL AND STATE LAWS APPLICABLE TO PRIVATE FOUNDATIONS, PLUS ASSET MANA GEMENT SERVICES SUCH AS CREATING ASSET ALLOCATION STRATEGIES, INV ESTMENTS REPORTING AND REALLOCATING AND REBALANCING OF PORTFOLIOS AS NECESSARY.
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03743
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08412
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01536
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01845
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05031
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01102
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08412
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012155
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING ADJ
TaxesSchedule/TaxesDetail/Amt043
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMAS FOUNDATION TTEE
ReturnHeader/Filer/BusinessNameControlTxt0SUMA
ReturnHeader/Filer/EIN0226107899
ReturnHeader/Filer/PhoneNum08887304933
ReturnHeader/Filer/USAddress/AddressLine1Txt06325 S RAINBOW BLVD STE 300
ReturnHeader/Filer/USAddress/CityNm0LAS VEGAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-01-11T15:00:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,817
Liabilities
$0
Net assets
$8,817
Revenue
$3,805
Expenses
$2,811
Net income
$994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.28$93.3$91.0
2024Detailed filing. Detailed filing data is available for this year.$88.8$0.00$88.8$4.78$7.61$2.83
2023Detailed filing. Detailed filing data is available for this year.$91.6$0.00$91.6$83.8$2.73$81.1
2022Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$3.79$2.70$1.09
2021Detailed filing. Detailed filing data is available for this year.$9.84$0.00$9.84$3.75$2.73$1.02
2020Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$3.81$2.81$0.99
2019Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$3.86$2.98$0.88
2015Summary only. Only limited summary data is available for this year.$24.3$0.00$3.98$3.87$0.11
2014Summary only. Only limited summary data is available for this year.$23.8$0.00$3.98$24.2$20.2
2013Summary only. Only limited summary data is available for this year.$43.5$0.00$11.6$29.9$18.3
2012Detailed filing. Detailed filing data is available for this year.$61.7$0.00$61.7$33.5
2011Summary only. Only limited summary data is available for this year.$35.7$0.00$72.4$67.8$4.62