Civic Intelligence

Summit Bank Foundation

990 • Fiscal year 2019 • EIN 31-1648835

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

47th percentile

2.1%

Faster asset growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

29%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$2,011,827

Up $41,789 (+2.1%) from 2018

Net Assets

Up

$2,011,827

Up $41,789 (+2.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin81st percentile

Revenue

Up

$318,258

Up $71,251 (+29%) from 2018

Expenses

Up

$237,277

Up $82,140 (+53%) from 2018

Net Income

Down

$80,981

Down $10,889 (-12%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2019

Assets$2,011,827
Liabilities$0
Net Assets$2,011,827
Open 2019 Filing

Operations Trend

Revenue Growth80th 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

2019

Revenue$318,258
Expenses$237,277
Net Income$80,981
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$408,183
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$1,930,846$1,245,532▼ $685,314
Cash and Non-Interest-Bearing Accounts-$766,295-
Total Assets$1,930,846$2,011,827▲ $80,981
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,245,531$1,245,532▲ $1
Net Assets Without Donor Restrictions$685,315$766,295▲ $80,980
Total Net Assets Fund Balance$1,930,846$2,011,827▲ $80,981
Total Liabilities and Net Assets / Fund Balance$1,930,846$2,011,827▲ $80,981
Compensation and Service Providers
Top Officer Pay36th 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
$102,126
Program Service Revenue
$0
Investment Income
$9,416
Other Revenue
$206,716
All Other Contributions
$32,126
Change in Net Assets
$80,981
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$238,047
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Other Expenses$-770

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$220,897--$220,897
Grants to Domestic Individuals$17,150--$17,150
Office Expenses$106--$106
Other Expenses$-976--$-976
Total Functional Expenses$237,277$0$0$237,277
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ucsf FoundationSan Francisco, CA501c3Research$210,897
Northern CA Institute for Bone Health IncOrinda, CA501c3Research$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$296,641
Fundraising Direct Expenses$89,925
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$210,652$210,652$5,206$205,446
Red & White Ball$155,989$85,989$9,923$76,066
Total Events$366,641$296,641$89,925$206,716
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 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

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the board.”

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
2020-11-16
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
11

Preparer

Firm
Eide Bailly Llp
Address
3130 CROW CANYON PL STE 300, SAN RAMON, CA 94583-1386
Preparer
Theresa Montgomery CPA
Phone
9254804000
Raw XML AppendixShowing 400 of 403 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/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0155989
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0210652
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0366641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt085989
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0210652
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0296641
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0206716
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0685
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt023404
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt024089
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015129
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09923
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05206
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt026439
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt024268
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt050707
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0210897
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UCSF FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NORTHERN CA INSTITUTE FOR BONE HEALTH INC
IRS990ScheduleI/RecipientTable/RecipientEIN0942829914
IRS990ScheduleI/RecipientTable/RecipientEIN1861126715
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0220 MONTGOMERY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt150 VASHELL WAY STE 400
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ORINDA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094104
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194563
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 11B EXPLANATION - DRAFT COPY OF TAX RETURNS PROVIDED TO BOARD MEMBER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX RETURNS AVAIALBLE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01930846
IRS990/TotalAssetsEOYAmt02011827
IRS990/TotalAssetsGrp/BOYAmt01930846
IRS990/TotalAssetsGrp/EOYAmt02011827
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0102126
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0237277
IRS990/TotalFunctionalExpensesGrp/TotalAmt0237277
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01930846
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02011827
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0237277
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0216132
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0318258
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01930846
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02011827
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094611
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MANI GANESAMURTHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05108398800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT BANK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0311648835
ReturnHeader/Filer/PhoneNum05108398800
ReturnHeader/Filer/USAddress/AddressLine1Txt02969 BROADWAY
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.110.55.147
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm019:07:08
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/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA MONTGOMERY CPA
ReturnHeader/ReturnTs02020-11-16T19:08:33-06:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,011,827
Liabilities
$0
Net assets
$2,011,827
Revenue
$318,258
Expenses
$237,277
Net income
$80,981
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