Civic Intelligence

The Sommer Foundation

990EZ • Fiscal year 2016 • EIN 36-4219175

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 10, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$117,731

Up $15,923 (+16%) from 2015

Net Assets

Up

$117,731

Up $15,923 (+16%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$50,486

Up $9,440 (+23%) from 2015

Expenses

Up

$34,563

Up $313 (+0.9%) from 2015

Net Income

Up

$15,923

Up $9,127 (+134%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2016

Assets$117,731
Liabilities-
Net Assets$117,731
Open 2016 Filing

Operations Trend

Revenue Growth75th 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

2016

Revenue$50,486
Expenses$34,563
Net Income$15,923
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 10, 2017
Return Version
2016v3.0
Gross Receipts
$81,459
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.$31,590$31,590
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT R KIELYDirector-$0--
ROBERT IRVINVice Preside-$0--
JOSEPH CAVALLARODirector-$0--
DAVID LIMARDIPresident-$0--
KATIE LAUXSecetary-$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
Signed
2017-03-10

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

“31,590 0 0”

Form 990-ez, Part I, Line 16

“Expenses filing fees 15 office & printing 377 accounting 100 board meeting & misc 718 web site expenses 977 insurance 595 miscellaneous 191 total 2,973”

Raw XML Appendix152 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
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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/BOYAmt0101808
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0117731
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015923
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0101808
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IRS990EZ/GamingGrossIncomeAmt080327
IRS990EZ/GrantsAndSimilarAmountsPaidAmt031590
IRS990EZ/GrossReceiptsAmt081459
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01132
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0101808
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0117731
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0117731
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT R KIELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT IRVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH CAVALLARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID LIMARDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATIE LAUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02973
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/GrantsAndAllocationsAmt031590
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031590
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030973
IRS990EZ/SpecialEventsNetIncomeLossAmt049354
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034563
IRS990EZ/TotalProgramServiceExpensesAmt031590
IRS990EZ/TotalRevenueAmt050486
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/CurrentTaxYearMinus4YearsAmt015898
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015898
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0851
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0589
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0715
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02155
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt081459
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.34370
IRS990ScheduleA/PublicSupportPY170Pct00.56540
IRS990ScheduleA/PublicSupportTotal170Amt015898
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015898
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015898
IRS990ScheduleA/TotalSupportAmt046258
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt028205
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt028205
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt030973
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt080327
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt080327
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt049354
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt030973
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt030973
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/ExplanationTxt031,590 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FILING FEES 15 OFFICE & PRINTING 377 ACCOUNTING 100 BOARD MEETING & MISC 718 WEB SITE EXPENSES 977 INSURANCE 595 MISCELLANEOUS 191 TOTAL 2,973
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALBERT J RIGONI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C113B1F252F533645EFEC0BAF6EA48926C67848B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C113B1F252F533645EFEC0BAF6EA48926C67848B
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/PreparationDt02017-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIAN LEVY
ReturnHeader/ReturnTs02017-04-26T16:27:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,731
Liabilities
-
Net assets
$117,731
Revenue
$50,486
Expenses
$34,563
Net income
$15,923
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