Civic Intelligence

Summa Foundation

990 • Fiscal year 2020 • EIN 23-7299352

Jul 01, 2019 to Jun 30, 2020 • Filed on May 06, 2021

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

64th percentile

0.00x

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

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

Liabilities / Revenue

65th percentile

0.00x

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

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

Net Margin

16th percentile

-60%

Higher net margin than 16% of similar nonprofits.

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

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.

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

Asset Growth

57th percentile

4.8%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

49th percentile

-23%

Faster revenue growth than 49% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$214,041

Up $9,760 (+4.8%) from 2019

Net Assets

Up

$214,041

Up $10,117 (+5.0%) from 2019

Liabilities

Down

$0

Down $357 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin16th percentile

Revenue

Down

$9,980

Down $2,912 (-23%) from 2019

Expenses

Down

$15,929

Down $9,922 (-38%) from 2019

Net Income

Up

-$5,949

Up $7,010 (+54%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2020

Assets$214,041
Liabilities$0
Net Assets$214,041
Open 2020 Filing

Operations Trend

Revenue Growth49th percentile

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

2020

Revenue$9,980
Expenses$15,929
Net Income-$5,949
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 6, 2021
Return Version
2019v5.2
Gross Receipts
$81,516
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$116,953$130,109▲ $13,156
Savings and Temporary Cash Investments$87,328$82,932▼ $4,396
Accounts Receivable-$1,000-
Total Assets$204,281$214,041▲ $9,760
Liabilities
Deferred Revenue$357--
Total Liabilities$357$0▼ $357
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$203,924$214,041▲ $10,117
Total Net Assets Fund Balance$203,924$214,041▲ $10,117
Total Liabilities and Net Assets / Fund Balance$204,281$214,041▲ $9,760
Compensation and Service Providers
Top Officer Pay79th 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
$0
Investment Income
$8,886
Other Revenue
$94
All Other Contributions
$1,000
Change in Net Assets
$-5,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,000
Other Expenses$5,929
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$10,000--$10,000
Fees for Service Investment Mgmnt Fees-$3,014-$3,014
Fees for Services Accounting$1,084$1,084-$2,168
Office Expenses$373$374-$747
Total Functional Expenses$11,457$4,472$0$15,929
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 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
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
2021-05-06
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
7425 Jefferson St NE, Albuquerque, NM 87109
Preparer
Carl D Harper
Phone
5059983200
Raw XML Appendix340 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organiztion makes it's governing documents available to the public upon request.
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IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0William Prather
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05058460416
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-06
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
ReturnHeader/Filer/USAddress/ZIPCd087108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850203431
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REDW LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07425 Jefferson St NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albuquerque
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087109
ReturnHeader/PreparerPersonGrp/PhoneNum05059983200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carl D Harper
ReturnHeader/ReturnTs02021-05-10T12:10:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$214,041
Liabilities
$0
Net assets
$214,041
Revenue
$9,980
Expenses
$15,929
Net income
-$5,949
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