Civic Intelligence

Sommers Family Foundation

EIN 26-6147620 • Sanibel, FL

PO Box 216Sanibel, FL 33957
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Net Margin

3rd percentile

-238%

Higher net margin than 3% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2021

Asset Growth

21st percentile

-5.0%

Faster asset growth than 21% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,243,587

Up $282,249 (+7.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,243,587

Up $282,249 (+7.1%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin3rd percentile

Revenue

Up

$585,433

Up $663,329 (+852%) from 2023

Expenses

Up

$303,184

Up $33,115 (+12%) from 2023

Net Income

Up

$282,249

Up $630,214 (+181%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,527,582Liabilities 2010: $0Net Assets 2010: $1,527,5822010Assets 2011: $1,549,692Liabilities 2011: $0Net Assets 2011: $1,549,6922011Assets 2012: $1,525,900Liabilities 2012: $0Net Assets 2012: $1,525,9002012Assets 2013: $1,624,474Liabilities 2013: $0Net Assets 2013: $1,624,4742013Assets 2014: $1,597,978Liabilities 2014: $0Net Assets 2014: $1,597,9782014Assets 2015: $1,813,003Liabilities 2015: $0Net Assets 2015: $1,813,0032015Assets 2016: $1,716,470Liabilities 2016: $0Net Assets 2016: $1,716,4702016Assets 2017: $1,727,796Liabilities 2017: $0Net Assets 2017: $1,727,7962017Assets 2018: $1,767,507Liabilities 2018: $0Net Assets 2018: $1,767,5072018Assets 2019: $1,751,563Liabilities 2019: $0Net Assets 2019: $1,751,5632019Assets 2020: $2,886,607Liabilities 2020: $0Net Assets 2020: $2,886,6072020Assets 2021: $4,534,500Liabilities 2021: $0Net Assets 2021: $4,534,5002021Assets 2022: $4,309,303Liabilities 2022: $0Net Assets 2022: $4,309,3032022Assets 2023: $3,961,338Liabilities 2023: $0Net Assets 2023: $3,961,3382023Assets 2024: $4,243,587Liabilities 2024: $0Net Assets 2024: $4,243,5872024

Highlighted filing

2024

Assets$4,243,587
Liabilities$0
Net Assets$4,243,587
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $95,2252010Expenses 2011: $84,3082011Expenses 2012: $105,1022012Revenue 2013: $247,045Expenses 2013: $148,471Net Income 2013: $98,5742013Revenue 2014: $115,004Expenses 2014: $141,500Net Income 2014: -$26,4962014Revenue 2015: $329,590Expenses 2015: $114,565Net Income 2015: $215,0252015Revenue 2016: -$40,634Expenses 2016: $123,474Net Income 2016: -$164,1082016Revenue 2017: $121,676Expenses 2017: $134,368Net Income 2017: -$12,6922017Revenue 2018: $171,528Expenses 2018: $186,958Net Income 2018: -$15,4302018Revenue 2019: $83,794Expenses 2019: $148,137Net Income 2019: -$64,3432019Revenue 2020: $1,296,239Expenses 2020: $161,195Net Income 2020: $1,135,0442020Revenue 2021: $2,890,037Expenses 2021: $196,490Net Income 2021: $2,693,5472021Revenue 2022: $94,705Expenses 2022: $319,902Net Income 2022: -$225,1972022Revenue 2023: -$77,896Expenses 2023: $270,069Net Income 2023: -$347,9652023Revenue 2024: $585,433Expenses 2024: $303,184Net Income 2024: $282,2492024

Highlighted filing

2024

Revenue$585,433
Expenses$303,184
Net Income$282,249
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,243,587
Liabilities
$0
Net assets
$4,243,587
Revenue
$585,433
Expenses
$303,184
Net income
$282,249
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.59$0.30$0.28
2023Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.08$0.27$0.35
2022Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.09$0.32$0.23
2021Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$2.89$0.20$2.69
2020Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$1.30$0.16$1.14
2019Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.08$0.15$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.17$0.19$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.12$0.13$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.04$0.12$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.33$0.11$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.12$0.14$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.25$0.15$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARTHUR J SOMMERSTrustee-$0--
DIANE BAKERTrustee-$0--
KRISTEN MARIE BAKERTrustee-$0--
TRISHA LEE BAKERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sommers Family Foundation
EIN
26-6147620
Phone
7329382495
Address
PO BOX 216, SANIBEL, FL 33957

Signing Officer

Name
Diane Baker
Title
Trustee
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
OConnor Wood & Humphries LLC
Address
1120 Bloomfield Avenue Ste 101, West Caldwell, NJ 07006
Preparer
Kenneth R Wood
Phone
9735750559
Raw XML AppendixShowing 400 of 481 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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