Civic Intelligence

Summit Study Group Inc

EIN 26-1433475 • 501(c)6 • Murrysville, PA

Profile

The Summit Study Group, Inc.'s primary purpose is to provide educational experiences, instruction and support for financial planning professionals.

3875 Old William Penn Hwy Suite 3Murrysville, PA 15668

www.thesummitstudygroup.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

50th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

93rd percentile

40%

Higher net margin than 93% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Balance Sheet
Liabilities / Assets49th percentile

Assets

$57,199

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$57,199

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue50th percentileNet Margin93rd percentile

Revenue

$60,900

No earlier filing loaded for comparison.

Expenses

$36,379

No earlier filing loaded for comparison.

Net Income

$24,521

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2022: $57,199Liabilities 2022: $0Net Assets 2022: $57,1992022

Highlighted filing

2022

Assets$57,199
Liabilities$0
Net Assets$57,199
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0Revenue 2022: $60,900Expenses 2022: $36,379Net Income 2022: $24,5212022

Highlighted filing

2022

Revenue$60,900
Expenses$36,379
Net Income$24,521
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,199
Liabilities
$0
Net assets
$57,199
Revenue
$60,900
Expenses
$36,379
Net income
$24,521
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$57.2$0.00$57.2$60.9$36.4$24.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 13, 2023
Return Version
2022v4.0
Gross Receipts
$60,900
Mission and Program Overview

Mission

The Summit Study Group, Inc.'s primary purpose is to provide educational experiences, instruction and support for financial planning professionals.

Program Services

DescriptionGrantsExpenses
Two member meetings were held during calendar year 2022, each over the course of three days: A total of 18 members and guests attended each meeting. 20 hours of continuing education for its members were received during the winter and spring meeting for a total of 40 hours for each member and guest in attendance.$0$35,990
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD FARRARPresident-$0--
STEVEN N FRANKSecretary-$0--
HOLLY A MAGISTERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Summit Study Group Inc
EIN
26-1433475
Phone
7247332548
Address
3875 Old William Penn Hwy Suite 3, Murrysville, PA 15668

Signing Officer

Name
Holly Magister
Title
Treasurer
Phone
7247332548
Signed
2023-03-13
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Description;Amount^Reimbursement for overpayment;300^Total;300^”

Form 990-EZ, Part I, Line 16

“Description;Amount^Website Hosting Expenses;356|Bank Fees;33|Member Meeting Expenses;35990^Total;36379^”

Raw XML Appendix123 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0HOLLY A MAGISTER
IRS990EZ/BooksInCareOfDetail/PhoneNum07247332548
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03875 OLD WILLIAM PENN HWY
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 3
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MURRYSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd015668
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032678
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057199
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt024521
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032678
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057199
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt060900
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt08100
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032678
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057199
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032678
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057199
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD FARRAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVEN N FRANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HOLLY A MAGISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt036379
IRS990EZ/OtherRevenueTotalAmt0300
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The Summit Study Group, Inc.'s primary purpose is to provide educational experiences, instruction and support for financial planning professionals.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt052500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Two member meetings were held during calendar year 2022, each over the course of three days: A total of 18 members and guests attended each meeting. 20 hours of continuing education for its members were received during the winter and spring meeting for a total of 40 hours for each member and guest in attendance.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035990
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt036379
IRS990EZ/TotalProgramServiceExpensesAmt035990
IRS990EZ/TotalRevenueAmt060900
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.thesummitstudygroup.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Reimbursement for overpayment;300^Total;300^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Website Hosting Expenses;356|Bank Fees;33|Member Meeting Expenses;35990^Total;36379^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Holly Magister
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07247332548
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT STUDY GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0261433475
ReturnHeader/Filer/PhoneNum07247332548
ReturnHeader/Filer/USAddress/AddressLine1Txt03875 Old William Penn Hwy Suite 3
ReturnHeader/Filer/USAddress/CityNm0Murrysville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015668
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02023-03-13T16:08:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.