Civic Intelligence

Summertrios Inc C/O Anna Armstrong

990 • Fiscal year 2020 • EIN 23-2775746

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 09, 2021

Organization ProfileWWW.SUMMERTRIOS.ORG
7322 Holbein Grove PassBlacklick, OH 43004

(443) 326-9400

Siviq Scores

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

Liabilities / Assets

59th percentile

0.02x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.02x

Higher debt load relative to revenue than 59% of similar nonprofits.

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

Net Margin

46th percentile

2.2%

Higher net margin than 46% of similar nonprofits.

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

Top Officer Pay

76th percentile

$4,200

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

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

Asset Growth

49th percentile

3.6%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

18th percentile

-67%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$70,536

Up $2,446 (+3.6%) from 2019

Net Assets

Up

$68,864

Up $1,722 (+2.6%) from 2019

Liabilities

Up

$1,672

Up $724 (+76%) from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin46th percentile

Revenue

Down

$78,130

Down $157,376 (-67%) from 2019

Expenses

Down

$76,408

Down $161,281 (-68%) from 2019

Net Income

Up

$1,722

Up $3,905 (+179%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$200K$150K$100K$50K$0Assets 2010: $192,089Liabilities 2010: $477Net Assets 2010: $191,6122010Assets 2011: $165,994Liabilities 2011: $3722011Assets 2012: $154,553Liabilities 2012: $0Net Assets 2012: $154,5532012Assets 2013: $115,513Liabilities 2013: $0Net Assets 2013: $115,5132013Assets 2014: $116,624Liabilities 2014: $93Net Assets 2014: $116,5312014Assets 2015: $118,630Liabilities 2015: $0Net Assets 2015: $118,6302015Assets 2016: $114,075Liabilities 2016: $0Net Assets 2016: $114,0752016Assets 2017: $98,685Liabilities 2017: $0Net Assets 2017: $98,6852017Assets 2018: $84,901Liabilities 2018: $0Net Assets 2018: $84,9012018Assets 2019: $68,090Liabilities 2019: $948Net Assets 2019: $67,1422019Assets 2020: $70,536Liabilities 2020: $1,672Net Assets 2020: $68,8642020Assets 2021: $40,975Liabilities 2021: $1,736Net Assets 2021: $39,2392021Assets 2022: $92,857Liabilities 2022: $0Net Assets 2022: $92,8572022Assets 2023: $63,579Liabilities 2023: $1,350Net Assets 2023: $62,2292023Assets 2024: $81,617Liabilities 2024: $0Net Assets 2024: $81,6172024

Highlighted filing

2020

Assets$70,536
Liabilities$1,672
Net Assets$68,864
Open 2020 Filing

Operations Trend

Revenue Growth18th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2010: $170,402Expenses 2010: $279,585Net Income 2010: -$109,1832010Revenue 2011: $172,398Expenses 2011: $188,528Net Income 2011: -$16,1302011Revenue 2012: $237,449Expenses 2012: $248,518Net Income 2012: -$11,0692012Expenses 2013: $239,1752013Revenue 2014: $181,076Expenses 2014: $180,058Net Income 2014: $1,0182014Revenue 2015: $184,879Expenses 2015: $182,780Net Income 2015: $2,0992015Revenue 2016: $205,195Expenses 2016: $209,750Net Income 2016: -$4,5552016Revenue 2017: $199,346Expenses 2017: $223,812Net Income 2017: -$24,4662017Revenue 2018: $199,276Expenses 2018: $216,472Net Income 2018: -$17,1962018Revenue 2019: $235,506Expenses 2019: $237,689Net Income 2019: -$2,1832019Revenue 2020: $78,130Expenses 2020: $76,408Net Income 2020: $1,7222020Revenue 2021: $152,810Expenses 2021: $182,329Net Income 2021: -$29,5192021Revenue 2022: $258,741Expenses 2022: $203,485Net Income 2022: $55,2562022Revenue 2023: $194,184Expenses 2023: $224,632Net Income 2023: -$30,4482023Revenue 2024: $268,459Expenses 2024: $249,710Net Income 2024: $18,7492024

Highlighted filing

2020

Revenue$78,130
Expenses$76,408
Net Income$1,722
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 9, 2021
Return Version
2019v5.0
Gross Receipts
$78,130
Mission and Program Overview

Mission

To provide educational opportunities for adult amateur chamber music players to study, play, perform, and hear classical chamber music repertoire.

To provide opportunities to adult non professional musicians to play chamber music, to teach the art of chamber music to adult non professionals, to increase appreciation of chamber music among participants and to open doorways to new and lasting friendships among participants and faculty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$68,090$69,036▲ $946
Rtn Earn Endowment Incm Other Fnds$67,142$68,864▲ $1,722
Accounts Receivable-$1,500-
Total Assets$68,090$70,536▲ $2,446
Liabilities
Deferred Revenue-$1,486-
Other Liabilities$948--
Accounts Payable and Accrued Expenses-$186-
Total Liabilities$948$1,672▲ $724
Net Assets / Fund Balance
Total Net Assets Fund Balance$67,142$68,864▲ $1,722
Total Liabilities and Net Assets / Fund Balance$68,090$70,536▲ $2,446

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$2,000$2,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lily FriedmanDirector EmePT$4,200$4,200
Lindy ClarkeDirector-$1,200$1,200
Doris Hall-gulatiDirector-$500$500

Board Members and Trustees

NameTitle
Russ OsbornPresident
Dennis DunnDirector
Lynne BeltranDirector
Hazel EdwardsSecretary
Anna ArmstrongTreasurer
Adrienne NassauVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$70,220
Program Service Revenue
$7,402
Investment Income
$508
Other Revenue
$0
All Other Contributions
$43,120
Change in Net Assets
$1,722
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$64,488
Other Expenses$11,920
Total Fundraising Expense$128
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$36,518$12,280-$48,798
Other Salaries and Wages$9,650--$9,650
Payroll Taxes$3,981$1,059-$5,040
Conferences and Meetings-$2,676-$2,676
Insurance-$1,608-$1,608
Fees for Services Accounting-$1,120-$1,120
Other Employee Benefits-$1,000-$1,000
Advertising$147$495$128$770
Office Expenses-$468-$468
Other Expenses$510$403-$403
Fees for Services Other$250--$250
All Other Expenses$46$112-$158
Travel-$109-$109
Total Functional Expenses$51,102$25,178$128$76,408
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 is provided annually to each board member for review before filing the return with the internal revenue service.”

Form 990, Page 6, Part VI, Line 12C

“The organization's board of directors monitor and enforce compliance with the conflict of interest policy.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents and copies of returns are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Summertrios Inc
EIN
23-2775746
Phone
4433269400
Address
7322 HOLBEIN GROVE PASS, BLACKLICK, OH 43004

Signing Officer

Name
Anna Armstrong
Title
Treasurer
Phone
4433269400
Signed
2021-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russ Osborn
Formed
1994
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
6
Employees
41
Volunteers
20

Preparer

Firm
L M Henderson & Company Llp
Address
450 E 96TH ST STE 200, INDIANAPOLIS, IN 46240
Preparer
Gregory D Sigman
Phone
3175661000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To provide opportunities to adult non professional musicians to play chamber music, to teach the art of chamber music to adult non professionals, to increase appreciation of chamber music among participants and to open doorways to new and lasting friendships among participants and faculty.”

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IRS990/ProgSrvcAccomActy3Grp/Desc0INTENSIVE WEEK- THIS CHAMBER MUSIC WORKSHOP PROVIDES FACULTY COACHED REHEARSALS AND PERFORMANCE OPPORTUNITIES FOR AMATEUR MUSICIANS TO PLAY IN WOODWIND, FLUTE, FRENCH HORN, STRING AND PIANO ENSEMBLES. THIS PROGRAM OFFERS AN OPPORTUNITY TO WORK ON TWO REPERTOIRE CHOICES, IN MUCH MORE DEPTH, WITH MORE SESSIONS ON EACH ONE. THIS PROGRAM SERVED 0 MUSICIANS DUE TO THE CORONAVIRUS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE OPPORTUNITIES TO ADULT NON PROFESSIONAL MUSICIANS TO PLAY CHAMBER MUSIC, TO TEACH THE ART OF CHAMBER MUSIC TO ADULT NON PROFESSIONALS, TO INCREASE APPRECIATION OF CHAMBER MUSIC AMONG PARTICIPANTS AND TO OPEN DOORWAYS TO NEW AND LASTING FRIENDSHIPS AMONG PARTICIPANTS AND FACULTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS PROVIDED ANNUALLY TO EACH BOARD MEMBER FOR REVIEW BEFORE FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S BOARD OF DIRECTORS MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS AND COPIES OF RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNA ARMSTRONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04433269400
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMERTRIOS INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O RUSS OSBORN
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0232775746
ReturnHeader/Filer/PhoneNum04433269400
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205520612
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0L M HENDERSON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 E 96TH ST STE 200

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Filings

Displayed year

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

Open filing
Assets
$70,536
Liabilities
$1,672
Net assets
$68,864
Revenue
$78,130
Expenses
$76,408
Net income
$1,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$2.68$2.50$0.19
2023Summary only. Only limited summary data is available for this year.$0.64$0.01$0.62$1.94$2.25$0.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$2.59$2.03$0.55
2021Summary only. Only limited summary data is available for this year.$0.41$0.02$0.39$1.53$1.82$0.30
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.02$0.69$0.78$0.76$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.01$0.67$2.36$2.38$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$1.99$2.16$0.17
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$1.99$2.24$0.24
2016Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$2.05$2.10$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$1.85$1.83$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.81$1.80$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$2.39
2012Summary only. Only limited summary data is available for this year.$1.55$0.00$1.55$2.37$2.49$0.11
2011Summary only. Only limited summary data is available for this year.$1.66$0.00$1.72$1.89$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.00$1.92$1.70$2.80$1.09