Civic Intelligence

Summa Foundation

990 • Fiscal year 2023 • EIN 23-7299352

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 04, 2023

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

59th percentile

0.00x

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

2023 filings • NTEE U • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • NTEE U • <$500k nonprofits • Source year 2023

Net Margin

8th percentile

-207%

Higher net margin than 8% of similar nonprofits.

2023 filings • NTEE U • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2023 filings • NTEE U • <$500k nonprofits • Source year 2023

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

2023 filings • NTEE U • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-90%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • NTEE U • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$193,851

Up $20,974 (+12%) from 2022

Net Assets

Up

$193,851

Up $20,974 (+12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

Down

$3,004

Down $26,804 (-90%) from 2022

Expenses

Down

$9,235

Down $3,693 (-29%) from 2022

Net Income

Down

-$6,231

Down $23,111 (-137%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2023

Assets$193,851
Liabilities$0
Net Assets$193,851
Open 2023 Filing

Operations Trend

Revenue Growth9th 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

2023

Revenue$3,004
Expenses$9,235
Net Income-$6,231
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 4, 2023
Return Version
2022v5.0
Gross Receipts
$66,012
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$164,800$189,915▲ $25,115
Savings and Temporary Cash Investments$8,077$3,936▼ $4,141
Total Assets$172,877$193,851▲ $20,974
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$172,877$193,851▲ $20,974
Total Net Assets Fund Balance$172,877$193,851▲ $20,974
Total Liabilities and Net Assets / Fund Balance$172,877$193,851▲ $20,974
Compensation and Service Providers
Top Officer Pay82nd percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$0
Investment Income
$2,004
Other Revenue
$0
All Other Contributions
$1,000
Change in Net Assets
$-6,231
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,035
Grants and Similar Amounts Paid$1,200
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$2,726$2,726-$5,452
Fees for Service Investment Mgmnt Fees-$2,403-$2,403
Grants to Domestic Individuals$1,200--$1,200
Other Expenses-$5-$5
Total Functional Expenses$3,926$5,309$0$9,235
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
2023-12-04
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
0

Preparer

Firm
Redw LLC
Address
7425 Jefferson St NE, Albuquerque, NM 87109
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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The board of directors vote on all new members appointed to the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization's form 990 is reviewed by the organizations's treasurer before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The orgaization makes it's governing documents available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organiztion makes it's governing documents available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05058460416
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-04
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
ReturnHeader/Filer/USAddress/ZIPCd087108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carl D Harper
ReturnHeader/ReturnTs02023-12-13T18:05:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0William
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Prather
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$193,851
Liabilities
$0
Net assets
$193,851
Revenue
$3,004
Expenses
$9,235
Net income
-$6,231
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