Civic Intelligence

Summit Bank Foundation

990 • Fiscal year 2018 • EIN 31-1648835

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileN/A
2969 BroadwayOakland, CA 94611

(510) 839-8800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

62nd percentile

4.9%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

1.4%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,970,038

Up $91,870 (+4.9%) from 2017

Net Assets

Up

$1,970,038

Up $91,870 (+4.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin87th percentile

Revenue

Up

$247,007

Up $3,490 (+1.4%) from 2017

Expenses

Up

$155,137

Up $53,140 (+52%) from 2017

Net Income

Down

$91,870

Down $49,650 (-35%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $955,064Liabilities 2011: $0Net Assets 2011: $955,0642011Assets 2012: $1,100,468Liabilities 2012: $0Net Assets 2012: $1,100,4682012Assets 2013: $1,226,202Liabilities 2013: $0Net Assets 2013: $1,226,2022013Assets 2014: $1,463,315Liabilities 2014: $0Net Assets 2014: $1,463,3152014Assets 2015: $1,624,879Liabilities 2015: $0Net Assets 2015: $1,624,8792015Assets 2016: $1,761,648Liabilities 2016: $25,000Net Assets 2016: $1,736,6482016Assets 2017: $1,878,168Liabilities 2017: $0Net Assets 2017: $1,878,1682017Assets 2018: $1,970,038Liabilities 2018: $0Net Assets 2018: $1,970,0382018Assets 2019: $2,011,827Liabilities 2019: $0Net Assets 2019: $2,011,8272019Assets 2020: $1,857,303Liabilities 2020: $0Net Assets 2020: $1,857,3032020Assets 2021: $1,815,741Liabilities 2021: $0Net Assets 2021: $1,815,7412021Assets 2022: $2,068,223Liabilities 2022: $0Net Assets 2022: $2,068,2232022Assets 2023: $2,000,884Liabilities 2023: $0Net Assets 2023: $2,000,8842023Assets 2024: $2,185,637Liabilities 2024: $0Net Assets 2024: $2,185,6372024

Highlighted filing

2018

Assets$1,970,038
Liabilities$0
Net Assets$1,970,038
Open 2018 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2011: $28,6772011Expenses 2012: $27,0462012Revenue 2013: $157,902Expenses 2013: $32,168Net Income 2013: $125,7342013Revenue 2014: $318,544Expenses 2014: $81,431Net Income 2014: $237,1132014Revenue 2015: $271,073Expenses 2015: $109,509Net Income 2015: $161,5642015Revenue 2016: $320,759Expenses 2016: $208,990Net Income 2016: $111,7692016Revenue 2017: $243,517Expenses 2017: $101,997Net Income 2017: $141,5202017Revenue 2018: $247,007Expenses 2018: $155,137Net Income 2018: $91,8702018Revenue 2019: $318,258Expenses 2019: $237,277Net Income 2019: $80,9812019Revenue 2020: $96,845Expenses 2020: $251,369Net Income 2020: -$154,5242020Revenue 2021: $67,741Expenses 2021: $109,303Net Income 2021: -$41,5622021Revenue 2022: $326,449Expenses 2022: $73,967Net Income 2022: $252,4822022Revenue 2023: $209,014Expenses 2023: $276,353Net Income 2023: -$67,3392023Revenue 2024: $241,377Expenses 2024: $56,624Net Income 2024: $184,7532024

Highlighted filing

2018

Revenue$247,007
Expenses$155,137
Net Income$91,870
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$376,902
Mission and Program Overview

Mission

To provide for scholarships to underprivileged oakland students and to support cancer and other research at ucsf.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,878,168$1,970,038▲ $91,870
Total Assets$1,878,168$1,970,038▲ $91,870
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,003,500$1,245,531▲ $242,031
Unrestricted Net Assets$874,668$724,507▼ $150,161
Total Net Assets Fund Balance$1,878,168$1,970,038▲ $91,870
Total Liabilities and Net Assets / Fund Balance$1,878,168$1,970,038▲ $91,870
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Shirley NelsonChair
Joe RaineroPresident
Alfred P KnollDirector
David RueggDirector
Derreck JohnsonDirector
James FalaschiDirector
Ken CoitDirector
NANCY O'MALLEYDirector
Susan CasperDirector
William WheelerDirector
Anne Marie TaylorSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$16,018
Program Service Revenue
$0
Investment Income
$6,527
Other Revenue
$224,462
All Other Contributions
$16,018
Change in Net Assets
$91,870
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$139,627
Other Expenses$15,510
Total Fundraising Expense$5,857
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$106,946--$106,946
Grants to Domestic Individuals$32,681--$32,681
Advertising--$5,857$5,857
Information Technology-$1,725-$1,725
Other Expenses-$264-$264
Total Functional Expenses$139,627$9,653$5,857$155,137
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ucsf FoundationSan Francisco, CAGovntResearch$106,946
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$354,357
Fundraising Direct Expenses$129,895
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Red & White Ball$195,807$195,807$20,684$175,123
Golf Tournament$158,550$158,550$1,602$156,948
Total Events$354,357$354,357$129,895$224,462
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
Annual disclosure for covered persons
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

Form 990, Part VI, Section B, Line 11B

“Line 11b explanation - draft copy of tax returns provided to board member prior to filing.”

Form 990, Part VI, Section C, Line 19

“Tax returns avaialble for review upon request.”

Filing and Contact Details

Filer

Filer Name
Summit Bank Foundation
EIN
31-1648835
Phone
5108398800
Address
2969 BROADWAY, OAKLAND, CA 94611

Signing Officer

Name
Mani Ganesamurthy
Title
CFO
Phone
5108398800
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shirley Nelson
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Eide Bailly Llp
Address
3130 CROW CANYON PL STE 300, SAN RAMON, CA 94583-1386
Preparer
Terri Montgomery
Phone
9254804000
Raw XML Appendix386 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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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt028599
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt074212
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt032681
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt015
IRS990ScheduleI/RecipientTable/CashGrantAmt0106946
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOVNT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UCSF FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0942829914
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0220 MONTGOMERY STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094104
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - DRAFT COPY OF TAX RETURNS PROVIDED TO BOARD MEMBER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURNS AVAIALBLE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01878168
IRS990/TotalAssetsEOYAmt01970038
IRS990/TotalAssetsGrp/BOYAmt01878168
IRS990/TotalAssetsGrp/EOYAmt01970038
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt016018
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05857
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09653
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0139627
IRS990/TotalFunctionalExpensesGrp/TotalAmt0155137
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01878168
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01970038
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0139627
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0230989
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0247007
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01878168
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01970038
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0874668
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0724507
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02969 BROADWAY
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094611
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MANI GANESAMURTHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05108398800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT BANK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0311648835
ReturnHeader/Filer/PhoneNum05108398800
ReturnHeader/Filer/USAddress/AddressLine1Txt02969 BROADWAY
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094611
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F52D36390EBCF6BF15030359CEDEDEC3AB6B140A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.5.226.27
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm022:50:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03130 CROW CANYON PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945831386
ReturnHeader/PreparerPersonGrp/PhoneNum09254804000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRI MONTGOMERY
ReturnHeader/ReturnTs02019-11-15T22:50:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,970,038
Liabilities
$0
Net assets
$1,970,038
Revenue
$247,007
Expenses
$155,137
Net income
$91,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$0.24$0.06$0.18
2023Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.21$0.28$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.33$0.07$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.07$0.11$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.10$0.25$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.32$0.24$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.25$0.16$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.24$0.10$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.03$1.74$0.32$0.21$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.27$0.11$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.32$0.08$0.24
2013Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.16$0.03$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.03