Civic Intelligence

The Sommer Foundation

990EZ • Fiscal year 2015 • EIN 36-4219175

Jan 01, 2015 to Dec 31, 2015 • Filed on Jan 30, 2016

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

59th percentile

7.2%

Faster asset growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$101,808

Up $6,797 (+7.2%) from 2014

Net Assets

Up

$101,808

Up $6,797 (+7.2%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Up

$41,046

Up $10,990 (+37%) from 2014

Expenses

Up

$34,250

Up $7,308 (+27%) from 2014

Net Income

Up

$6,796

Up $3,682 (+118%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2015

Assets$101,808
Liabilities-
Net Assets$101,808
Open 2015 Filing

Operations Trend

Revenue Growth82nd 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

2015

Revenue$41,046
Expenses$34,250
Net Income$6,796
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jan 30, 2016
Return Version
2015v2.1
Gross Receipts
$73,152
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.$29,500$29,500
Compensation and Service Providers
Top Officer Pay75th 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
2016-01-30

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

“29,500 0 0”

Form 990-ez, Part I, Line 16

“Expenses filing fees 25 office 213 accounting 100 board meeting & misc 450 web site expenses 3,314 insurance 595 miscellaneous 53 total 4,750”

Raw XML Appendix160 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/BOYAmt095012
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101808
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06796
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt095012
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101808
IRS990EZ/GamingGrossIncomeAmt072199
IRS990EZ/GrantsAndSimilarAmountsPaidAmt029500
IRS990EZ/GrossReceiptsAmt073152
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0953
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt095012
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0101808
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt095012
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0101808
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/OtherExpensesTotalAmt04750
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/GrantsAndAllocationsAmt029500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032106
IRS990EZ/SpecialEventsNetIncomeLossAmt040093
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034250
IRS990EZ/TotalProgramServiceExpensesAmt029500
IRS990EZ/TotalRevenueAmt041046
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/CurrentTaxYearMinus3YearsAmt015898
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt024878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt040776
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0851
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0589
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0715
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0978
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03133
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt073152
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.56540
IRS990ScheduleA/PublicSupportPY170Pct00.66640
IRS990ScheduleA/PublicSupportTotal170Amt040776
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015898
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt024878
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt040776
IRS990ScheduleA/TotalSupportAmt072114
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt028205
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt028205
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt02000
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt02000
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt032106
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt072199
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt072199
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt040093
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt030106
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt030106
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/ExplanationTxt029,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FILING FEES 25 OFFICE 213 ACCOUNTING 100 BOARD MEETING & MISC 450 WEB SITE EXPENSES 3,314 INSURANCE 595 MISCELLANEOUS 53 TOTAL 4,750
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALBERT J RIGONI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08475143300
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-30
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/PreparationDt02016-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIAN LEVY
ReturnHeader/ReturnTs02016-02-15T08:58:13-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,808
Liabilities
-
Net assets
$101,808
Revenue
$41,046
Expenses
$34,250
Net income
$6,796
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