Civic Intelligence

Adagio Institute Inc

EIN 30-0636501 • 501(c)3 • Houston, TX

Profile

Promoting financial education.

5100 Westheimer Rd Ste 115Houston, TX 77056

n/A

Siviq Scores

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

Liabilities / Assets

81st percentile

0.34x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

1.54x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

3rd percentile

-154%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

17th percentile

-12%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

6th percentile

-49%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$913,797

Up $268,679 (+42%) from 2023

Liabilities

Up

$308,416

Up $292,533 (+1842%) from 2023

Net Assets

Down

$605,381

Down $23,854 (-3.8%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin3rd percentile

Revenue

Down

$200,893

Down $110,664 (-36%) from 2023

Expenses

Down

$511,002

Down $334,936 (-40%) from 2023

Net Income

Up

-$310,109

Up $224,272 (+42%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$1.5M$1.0M$500K$0Assets 2020: $245,105Liabilities 2020: $0Net Assets 2020: $245,1052020Assets 2021: $1,402,212Liabilities 2021: $0Net Assets 2021: $1,402,2122021Assets 2022: $1,188,856Liabilities 2022: $24,539Net Assets 2022: $1,164,3172022Assets 2023: $645,118Liabilities 2023: $15,883Net Assets 2023: $629,2352023Assets 2024: $913,797Liabilities 2024: $308,416Net Assets 2024: $605,3812024

Highlighted filing

2024

Assets$913,797
Liabilities$308,416
Net Assets$605,381
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2020: $303,165Expenses 2020: $140,557Net Income 2020: $162,6082020Revenue 2021: $1,832,614Expenses 2021: $675,746Net Income 2021: $1,156,8682021Revenue 2022: $772,344Expenses 2022: $1,009,842Net Income 2022: -$237,4982022Revenue 2023: $311,557Expenses 2023: $845,938Net Income 2023: -$534,3812023Revenue 2024: $200,893Expenses 2024: $511,002Net Income 2024: -$310,1092024

Highlighted filing

2024

Revenue$200,893
Expenses$511,002
Net Income-$310,109
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$913,797
Liabilities
$308,416
Net assets
$605,381
Revenue
$200,893
Expenses
$511,002
Net income
-$310,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.31$0.61$0.20$0.51$0.31
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.02$0.63$0.31$0.85$0.53
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.02$1.16$0.77$1.01$0.24
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$1.83$0.68$1.16
2020Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.30$0.14$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 19, 2025
Return Version
2024v5.1
Gross Receipts
$200,893
Mission and Program Overview

Mission

Promoting financial education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Receivables From Officers Etc$0$495,095▲ $495,095
Cash and Non-Interest-Bearing Accounts$38,254$181,513▲ $143,259
Other Notes and Loans Receivable, Net$477,193$144,060▼ $333,133
Land, Buildings, and Equipment, Net$129,671$93,129▼ $36,542
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$645,118$913,797▲ $268,679
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$0$275,965▲ $275,965
Accounts Payable and Accrued Expenses$15,883$32,451▲ $16,568
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$15,883$308,416▲ $292,533
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$629,235$605,381▼ $23,854
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$629,235$605,381▼ $23,854
Total Liabilities and Net Assets / Fund Balance$645,118$913,797▲ $268,679

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$93,129$99,767$192,896
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Benjamin DSummers$74,686$74,686

Board Members and Trustees

NameTitle
JosephMaiullo
Arne MRay
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$190,309
Investment Income
$10,584
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-310,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$436,316
Salaries, Compensation, and Employee Benefits$74,686
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$114,750$12,750$0$127,500
Office Expenses$81,312$9,035$0$90,347
Current Officers, Directors, Trustees, and Key Employees$67,217$7,469$0$74,686
Other Expenses$0$45,856$0$45,856
Depreciation Depletion$0$449,537$0$44,953
Fees for Services Accounting$16,200$1,800$0$18,000
All Other Expenses$0$5,367$0$5,367
Insurance$3,183$354$0$3,537
Travel$24$0$0$24
Total Functional Expenses$357,668$557,918$0$511,002
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$0$495,095▲ $495,095
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Investment in Partnerships$260,965
Retainers$15,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 12

“| Explanation:| Reviewing the annual disclosure forms submitted by covered persons compiling and maintaining a list of potentially conflicted entites and individuals”

Part VI Line 11

“| Explanation:| Board Member reviews Form 990 prior to filing”

Filing and Contact Details

Filer

Filer Name
Adagio Institute Inc
EIN
30-0636501
Phone
7137751011
Address
5100 Westheimer Rd Ste 115, Houston, TX 77056

Signing Officer

Name
Benjamin Summers
Title
Officer
Phone
7137751011
Signed
2025-11-19

Organization Details

Principal Officer
Benjamin Summers
Formed
2017
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Part XI, Line 9

“| Description:, Explanation:, Amount:| Capital Contributions from Subsidiaries, Part XI Line 9, $286255|”

Part XI General

“| Explanation:| Rounding”

Part XI Line 9

“| Explanation:| Capital Contributions from Subsidiaries”

Raw XML AppendixShowing 400 of 648 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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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0629235
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0605381
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt012750
IRS990/OccupancyGrp/ProgramServicesAmt0114750
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IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09035
IRS990/OfficeExpensesGrp/ProgramServicesAmt081312
IRS990/OfficeExpensesGrp/TotalAmt090347
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/BOYAmt00
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IRS990/OtherChangesInNetAssetsAmt0286255
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
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IRS990/OtherExpensesGrp/Desc0MEALS
IRS990/OtherExpensesGrp/Desc1OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3VEHICLE EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt00
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IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05547
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118746
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21457
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt345856
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IRS990/OtherExpensesGrp/TotalAmt05547
IRS990/OtherExpensesGrp/TotalAmt193728
IRS990/OtherExpensesGrp/TotalAmt21457
IRS990/OtherExpensesGrp/TotalAmt345856
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0144060
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IRS990/PayrollTaxesGrp/FundraisingAmt00
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IRS990/PensionPlanContributionsGrp/FundraisingAmt00
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IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012990
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00

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