Civic Intelligence

The Sommer Foundation

990EZ • Fiscal year 2014 • EIN 36-4219175

Jan 01, 2014 to Dec 31, 2014 • Filed on May 05, 2015

Organization ProfileWWW.SOMERFOUNDATION.ORG
3550 Lake StreetEvanston, IL 60203

(847) 514-3300

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

53rd percentile

3.4%

Faster asset growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

15th percentile

-31%

Faster revenue growth than 15% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$95,011

Up $3,114 (+3.4%) from 2013

Net Assets

Up

$95,011

Up $3,114 (+3.4%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Down

$30,056

Down $13,600 (-31%) from 2013

Expenses

Up

$26,942

Up $4,711 (+21%) from 2013

Net Income

Down

$3,114

Down $18,311 (-85%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$200K$150K$100K$50K$0Assets 2011: $83,967Net Assets 2011: $83,9672011Assets 2012: $70,472Net Assets 2012: $70,4722012Assets 2013: $91,897Net Assets 2013: $91,8972013Assets 2014: $95,011Net Assets 2014: $95,0112014Assets 2015: $101,808Net Assets 2015: $101,8082015Assets 2016: $117,731Net Assets 2016: $117,7312016Assets 2018: $107,738Liabilities 2018: $0Net Assets 2018: $107,7382018Assets 2020: $109,296Liabilities 2020: $0Net Assets 2020: $109,2962020Assets 2021: $134,181Liabilities 2021: $0Net Assets 2021: $134,1812021Assets 2022: $164,463Liabilities 2022: $0Net Assets 2022: $164,4632022Assets 2024: $182,834Liabilities 2024: $0Net Assets 2024: $182,8342024

Highlighted filing

2014

Assets$95,011
Liabilities-
Net Assets$95,011
Open 2014 Filing

Operations Trend

Revenue Growth15th percentile

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

$100K$50K$0-$50KRevenue 2011: $25,856Expenses 2011: $22,490Net Income 2011: $3,3662011Revenue 2012: $11,613Expenses 2012: $25,108Net Income 2012: -$13,4952012Revenue 2013: $43,656Expenses 2013: $22,231Net Income 2013: $21,4252013Revenue 2014: $30,056Expenses 2014: $26,942Net Income 2014: $3,1142014Revenue 2015: $41,046Expenses 2015: $34,250Net Income 2015: $6,7962015Revenue 2016: $50,486Expenses 2016: $34,563Net Income 2016: $15,9232016Revenue 2018: $41,020Expenses 2018: $45,418Net Income 2018: -$4,3982018Revenue 2020: $32,249Expenses 2020: $32,436Net Income 2020: -$1872020Revenue 2021: $48,487Expenses 2021: $23,602Net Income 2021: $24,8852021Revenue 2022: $61,196Expenses 2022: $30,914Net Income 2022: $30,2822022Revenue 2024: $48,683Expenses 2024: $68,724Net Income 2024: -$20,0412024

Highlighted filing

2014

Revenue$30,056
Expenses$26,942
Net Income$3,114
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 5, 2015
Return Version
2014v5.0
Gross Receipts
$64,314
Mission and Program Overview

Mission

EDUCATIONAL SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIPS FOR COLLEGE STUDENTS WHO HAVE LOST A PARENT AND ARE IN FINANCIAL NEED.$22,750$22,750
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT R KIELYChairperson-$0--
ROBERT IRVINVice Chairpe-$0--
ALBERT J RIGONITreasurer-$0--
JOSEPH CAVALLAROPresident-$0--
DAVID LIMARDIDirector-$0--
RYAN WALLERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sommer Foundation
EIN
36-4219175
Phone
8475143300
Address
3550 LAKE STREET, EVANSTON, IL 60203

Signing Officer

Name
Albert J Rigoni
Title
Treasurer
Phone
8475143300
Signed
2015-05-05

Preparer

Firm
Cjbs LLC
Address
2100 SANDERS RD STE 200, NORTHBROOK, IL 60062-6141
Preparer
Julian Levy
Phone
8479452888
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“22,750 0 0”

Form 990-ez, Part I, Line 16

“Expenses filing fees 25 postage 64 accounting 100 board meeting & misc 644 insurance 595 web site expenses 2,235 paypal 460 legal 69 total 4,192”

Raw XML Appendix163 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ALBERT J RIGONI
IRS990EZ/BooksInCareOfDetail/PhoneNum08475143300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03550 LAKE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt03550 LAKE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EVANSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060203
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt091897
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt095011
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03114
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt091897
IRS990EZ/Form990TotalAssetsGrp/EOYAmt095011
IRS990EZ/GamingGrossIncomeAmt063463
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022750
IRS990EZ/GrossReceiptsAmt064314
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0851
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt091897
IRS990EZ/NetAssetsOrFundBalancesEOYAmt095011
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt091897
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt095011
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT R KIELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT IRVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALBERT J RIGONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSEPH CAVALLARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID LIMARDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RYAN WALLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04192
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOLARSHIPS FOR COLLEGE STUDENTS WHO HAVE LOST A PARENT AND ARE IN FINANCIAL NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt034258
IRS990EZ/SpecialEventsNetIncomeLossAmt029205
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026942
IRS990EZ/TotalProgramServiceExpensesAmt022750
IRS990EZ/TotalRevenueAmt030056
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SOMERFOUNDATION.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PROVIDES SCHOLARSHIPS FOR COLLEGE STUDENTS WHO HAVE LOST A PARENT AND ARE IN NEED OF FINANCIAL HELP.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPLEMENTAL INFORMATION
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015898
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt025403
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt066179
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0851
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0589
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0715
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0978
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01790
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04923
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0851
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66640
IRS990ScheduleA/PublicSupportPY170Pct00.93290
IRS990ScheduleA/PublicSupportTotal170Amt066179
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015898
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024878
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt025403
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt066179
IRS990ScheduleA/TotalSupportAmt099307
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt028205
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt028205
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt02698
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt02698
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt034258
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt063463
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt063463
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt029205
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt031560
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt031560
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0ALBERT J RIGONI
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt03550 LAKE STREET
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine2Txt03550 LAKE STREET
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0EVANSTON
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0IL
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd060203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt022,750 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FILING FEES 25 POSTAGE 64 ACCOUNTING 100 BOARD MEETING & MISC 644 INSURANCE 595 WEB SITE EXPENSES 2,235 PAYPAL 460 LEGAL 69 TOTAL 4,192
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALBERT J RIGONI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08475143300
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOMMER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOMM
ReturnHeader/Filer/EIN0364219175
ReturnHeader/Filer/PhoneNum08475143300
ReturnHeader/Filer/USAddress/AddressLine1Txt03550 LAKE STREET
ReturnHeader/Filer/USAddress/CityNm0EVANSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363524803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CJBS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 SANDERS RD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600626141
ReturnHeader/PreparerPersonGrp/PhoneNum08479452888
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIAN LEVY
ReturnHeader/ReturnTs02015-05-06T08:54:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,011
Liabilities
-
Net assets
$95,011
Revenue
$30,056
Expenses
$26,942
Net income
$3,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.49$0.69$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.61$0.31$0.30
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.48$0.24$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.32$0.32$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.41$0.45$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.50$0.35$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.41$0.34$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.30$0.27$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.44$0.22$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.70$0.12$0.25$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.84$0.26$0.22$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits