Civic Intelligence

Summa Foundation

990 • Fiscal year 2019 • EIN 23-7299352

Jul 01, 2018 to Jun 30, 2019 • Filed on May 04, 2020

Organization ProfileN/A
600 Valverde Dr SEAlbuquerque, NM 87108

(505) 846-0416

Siviq Scores

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

Liabilities / Assets

68th percentile

0.00x

Higher debt load relative to assets than 68% of similar nonprofits.

2019 filings • NTEE U • <$500k nonprofits • Source year 2019

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

8th percentile

-101%

Higher net margin than 8% of similar nonprofits.

2019 filings • NTEE U • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets68th percentile

Assets

$204,281

No earlier filing loaded for comparison.

Net Assets

$203,924

No earlier filing loaded for comparison.

Liabilities

$357

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin8th percentile

Revenue

$12,892

No earlier filing loaded for comparison.

Expenses

$25,851

No earlier filing loaded for comparison.

Net Income

-$12,959

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2019: $204,281Liabilities 2019: $357Net Assets 2019: $203,9242019Assets 2020: $214,041Liabilities 2020: $0Net Assets 2020: $214,0412020Assets 2021: $217,201Liabilities 2021: $0Net Assets 2021: $217,2012021Assets 2022: $172,877Liabilities 2022: $0Net Assets 2022: $172,8772022Assets 2023: $193,851Liabilities 2023: $0Net Assets 2023: $193,8512023Assets 2024: $235,519Liabilities 2024: $0Net Assets 2024: $235,5192024

Highlighted filing

2019

Assets$204,281
Liabilities$357
Net Assets$203,924
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2019: $12,892Expenses 2019: $25,851Net Income 2019: -$12,9592019Revenue 2020: $9,980Expenses 2020: $15,929Net Income 2020: -$5,9492020Revenue 2021: $27,074Expenses 2021: $42,453Net Income 2021: -$15,3792021Revenue 2022: $29,808Expenses 2022: $12,928Net Income 2022: $16,8802022Revenue 2023: $3,004Expenses 2023: $9,235Net Income 2023: -$6,2312023Revenue 2024: $32,771Expenses 2024: $13,449Net Income 2024: $19,3222024

Highlighted filing

2019

Revenue$12,892
Expenses$25,851
Net Income-$12,959
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 4, 2020
Return Version
2018v3.1
Gross Receipts
$81,325
Mission and Program Overview

Mission

Sponsor research and education in electromagnetics by holding seminars and publishing texts, including an annual week-long conference where hundreds of papers on electromagnetics are presented

Sponsor research and education in electromagnetics by holding seminars and publishing texts, including an annual week-long conference where hundreds of papers on electromagnetics are preseneted.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$109,092$116,953▲ $7,861
Savings and Temporary Cash Investments$93,746$87,328▼ $6,418
Cash and Non-Interest-Bearing Accounts$372$0▼ $372
Total Assets$203,210$204,281▲ $1,071
Liabilities
Deferred Revenue-$357-
Total Liabilities$0$357▲ $357
Net Assets / Fund Balance
Unrestricted Net Assets$203,210$203,924▲ $714
Total Net Assets Fund Balance$203,210$203,924▲ $714
Total Liabilities and Net Assets / Fund Balance$203,210$204,281▲ $1,071
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
EDL SchamilogluPresident
Jane LehrVice President
Spencer BaumVice President
Everett FarrSecretary
William D PratherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$4,981
Investment Income
$6,875
Other Revenue
$36
All Other Contributions
$1,000
Change in Net Assets
$-12,959
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,451
Grants and Similar Amounts Paid$12,400
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$12,400--$12,400
Fees for Services Accounting$3,544$3,543-$7,087
Fees for Service Investment Mgmnt Fees-$4,314-$4,314
Office Expenses$1,025$1,025-$2,050
Total Functional Expenses$16,969$8,882$0$25,851
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

“The board of directors vote on all new members appointed to the board of directors.”

Form 990, Part VI, Section B, line 11B

“The organization's form 990 is reviewed by the organizations's treasurer before it is filed.”

Form 990, Part VI, Section C, line 18

“The orgaization makes it's governing documents available to the public upon request.”

Form 990, Part VI, Section C, line 19

“The organiztion makes it's governing documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Summa Foundation
EIN
23-7299352
Phone
5058460416
Address
600 Valverde Dr SE, Albuquerque, NM 87108

Signing Officer

Name
William Prather
Title
Treasurer
Phone
5058460416
Signed
2020-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Prather
Formed
1973
Legal Domicile
Nm
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Redw LLC
Address
Post Office Box 93656, Albuquerque, NM 87199-3656
Preparer
Carl D Harper
Phone
5059983200
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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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IRS990/ProgSrvcAccomActy2Grp/Desc0Graduate fellowships are awarded in the field of advanced electromagnetics to assist students in the development of ideas. Grantees are selected from a proposal that they submit and letters of recommendation. One fellowship was awarded this year.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organiztion makes it's governing documents available to the public upon request.
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0204281
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0203210
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0203924
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0600 Vlaverde Dr SE
IRS990/USAddress/CityNm0Albuquerque
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087108
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0William Prather
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05058460416
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Summa Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0William D Prather Treasurer
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0237299352
ReturnHeader/Filer/PhoneNum05058460416
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 Valverde Dr SE
ReturnHeader/Filer/USAddress/CityNm0Albuquerque
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FE4402E18A7CBF111F86967C4FAE80C54853EB3B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0105BC2259CFAE3F704D059AB28F45F05D041605E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.122.0.106
ReturnHeader/FilingSecurityInformation/IPDt02020-05-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm012:13:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850203431
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REDW LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0Post Office Box 93656
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albuquerque
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0871993656
ReturnHeader/PreparerPersonGrp/PhoneNum05059983200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carl D Harper
ReturnHeader/ReturnTs02020-05-14T11:24:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$204,281
Liabilities
$357
Net assets
$203,924
Revenue
$12,892
Expenses
$25,851
Net income
-$12,959
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.33$0.13$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.03$0.09$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.30$0.13$0.17
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.00$2.17$0.27$0.42$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.10$0.16$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.13$0.26$0.13