Civic Intelligence

Britt Perrotta Sommerfield Trust Fund

EIN 26-6790487 • Waterford, MI

1182 Forest Bay DrWaterford, MI 48328
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

40th percentile

-9.5%

Faster asset growth than 40% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$72,062

Down $7,547 (-9.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$72,062

Down $7,547 (-9.5%) from 2024

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2024

Expenses

Up

$7,547

Up $212 (+2.9%) from 2024

Net Income

Down

-$7,547

Down $212 (-2.9%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$150K$100K$50K$0Assets 2011: $114,266Liabilities 2011: $0Net Assets 2011: $114,2662011Assets 2012: $111,852Liabilities 2012: $0Net Assets 2012: $111,8522012Assets 2013: $112,253Liabilities 2013: $0Net Assets 2013: $112,2532013Assets 2014: $110,554Liabilities 2014: $0Net Assets 2014: $110,5542014Assets 2015: $132,467Liabilities 2015: $0Net Assets 2015: $132,4672015Assets 2016: $133,613Liabilities 2016: $0Net Assets 2016: $133,6132016Assets 2017: $134,926Liabilities 2017: $0Net Assets 2017: $134,9262017Assets 2018: $135,704Liabilities 2018: $0Net Assets 2018: $135,7042018Assets 2019: $135,260Liabilities 2019: $0Net Assets 2019: $135,2602019Assets 2020: $133,649Liabilities 2020: $0Net Assets 2020: $133,6492020Assets 2021: $102,270Liabilities 2021: $0Net Assets 2021: $102,2702021Assets 2022: $94,795Liabilities 2022: $0Net Assets 2022: $94,7952022Assets 2023: $86,944Liabilities 2023: $0Net Assets 2023: $86,9442023Assets 2024: $79,609Liabilities 2024: $0Net Assets 2024: $79,6092024Assets 2025: $72,062Liabilities 2025: $0Net Assets 2025: $72,0622025

Highlighted filing

2025

Assets$72,062
Liabilities$0
Net Assets$72,062
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KExpenses 2011: $5,6362011Expenses 2012: $7,0342012Expenses 2013: $6,0062013Revenue 2014: $7,210Expenses 2014: $8,909Net Income 2014: -$1,6992014Revenue 2015: $28,298Expenses 2015: $6,385Net Income 2015: $21,9132015Revenue 2016: $8,920Expenses 2016: $7,774Net Income 2016: $1,1462016Revenue 2017: $9,322Expenses 2017: $8,009Net Income 2017: $1,3132017Revenue 2018: $8,712Expenses 2018: $7,934Net Income 2018: $7782018Revenue 2019: $9,133Expenses 2019: $9,577Net Income 2019: -$4442019Revenue 2020: $7,853Expenses 2020: $9,465Net Income 2020: -$1,6122020Revenue 2021: -$12,120Expenses 2021: $19,259Net Income 2021: -$31,3792021Revenue 2022: $0Expenses 2022: $7,475Net Income 2022: -$7,4752022Revenue 2023: $0Expenses 2023: $7,851Net Income 2023: -$7,8512023Revenue 2024: $0Expenses 2024: $7,335Net Income 2024: -$7,3352024Revenue 2025: $0Expenses 2025: $7,547Net Income 2025: -$7,5472025

Highlighted filing

2025

Revenue$0
Expenses$7,547
Net Income-$7,547
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,062
Liabilities
$0
Net assets
$72,062
Revenue
$0
Expenses
$7,547
Net income
-$7,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.00$0.08$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.00$0.07$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.00$0.08$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.00$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.12$0.19$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08$0.09$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.09$0.10$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.09$0.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.09$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.09$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.28$0.06$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.07$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Oct 27, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARA GARDNERTrusteePT$0--
BRAD GARDNERDirectorPT$0--
DEAN SOMMERFIELDDirectorPT$0--
RONDA FRAYDirectorPT$0--
MICHELE KELLYDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Britt Perrotta Sommerfield Trust Fund
EIN
26-6790487
Phone
2487367799
Address
1182 FOREST BAY DR, WATERFORD, MI 48328

Signing Officer

Name
Cara Gardner
Title
Trustee
Signed
2025-10-27
Discuss with paid preparer
Yes

Preparer

Firm
R&b Tax Consultants
Address
5441 Centerbrook, W Bloomfield, MI 48322
Preparer
Bradley Sberk
Phone
2488551656
Raw XML Appendix243 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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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013908
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt098
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0704
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0896
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012210
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt098
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013908
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013810
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES FROM LPL STATEMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0478
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1478
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt243
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3181
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARA GARDNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRITT PERROTTA SOMMERFIELD TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0BRIT
ReturnHeader/Filer/EIN0266790487
ReturnHeader/Filer/PhoneNum02487367799
ReturnHeader/Filer/USAddress/AddressLine1Txt01182 FOREST BAY DR
ReturnHeader/Filer/USAddress/CityNm0WATERFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048328
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205132220
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R&B TAX CONSULTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05441 Centerbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0W Bloomfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048322
ReturnHeader/PreparerPersonGrp/PhoneNum02488551656
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY SBERK
ReturnHeader/ReturnTs02025-10-27T08:30:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-02-01
ReturnHeader/TaxPeriodEndDt02025-01-31
ReturnHeader/TaxYr02024

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