Civic Intelligence

The Sommer Foundation

990EZ • Fiscal year 2017 • EIN 36-4219175

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 27, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

35th percentile

-4.8%

Faster asset growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-4.6%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$112,134

Down $5,597 (-4.8%) from 2016

Net Assets

Down

$112,134

Down $5,597 (-4.8%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Down

$48,173

Down $2,313 (-4.6%) from 2016

Expenses

Up

$53,770

Up $19,207 (+56%) from 2016

Net Income

Down

-$5,597

Down $21,520 (-135%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th 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 2017: $112,134Net Assets 2017: $112,1342017Assets 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

2017

Assets$112,134
Liabilities-
Net Assets$112,134
Open 2017 Filing

Operations Trend

Revenue Growth41st 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 2017: $48,173Expenses 2017: $53,770Net Income 2017: -$5,5972017Revenue 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

2017

Revenue$48,173
Expenses$53,770
Net Income-$5,597
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 27, 2018
Return Version
2017v2.3
Gross Receipts
$82,449
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.$38,282$38,282
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT R KIELYDirector-$0--
ROBERT IRVINVice Preside-$0--
ALBERT J RIGONITreasurer-$0--
JOSEPH CAVALLARODirector-$0--
DAVID LIMARDIPresident-$0--
KATIE LAUXSecetary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$81,361$27,600$34,276$-6,676
Total Events$81,361$27,600$34,276$-6,676
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
2018-04-27

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

“Cash contribution: 38,282”

Form 990-ez, Part I, Line 16

“Expenses filing fees 25 office & printing 120 accounting 100 board meeting & misc 772 web site expenses 1,895 insurance 595 miscellaneous 355 anniversary program film 11,626 total 15,488”

Raw XML Appendix162 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/BOYAmt0117731
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0112134
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt053761
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5597
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0117731
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0112134
IRS990EZ/FundraisingGrossIncomeAmt027600
IRS990EZ/GrantsAndSimilarAmountsPaidAmt038282
IRS990EZ/GrossReceiptsAmt082449
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01088
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0117731
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0112134
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0117731
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0112134
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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/PersonNm5KATIE LAUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015488
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/GrantsAndAllocationsAmt038282
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038282
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt034276
IRS990EZ/SpecialEventsNetIncomeLossAmt0-6676
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053770
IRS990EZ/TotalProgramServiceExpensesAmt038282
IRS990EZ/TotalRevenueAmt048173
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/CurrentTaxYearAmt053761
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt051000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt040000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt032000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt037000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0213761
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01088
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01132
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0953
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0851
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0589
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04613
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt028688
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86690
IRS990ScheduleA/PublicSupportPY170Pct00.34370
IRS990ScheduleA/PublicSupportTotal170Amt0213761
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt053761
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt051000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt040000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt032000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt037000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0213761
IRS990ScheduleA/TotalSupportAmt0246579
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt028205
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt028205
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt053761
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt053761
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034276
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt081361
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt081361
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027600
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-6676
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034276
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt034276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 38,282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FILING FEES 25 OFFICE & PRINTING 120 ACCOUNTING 100 BOARD MEETING & MISC 772 WEB SITE EXPENSES 1,895 INSURANCE 595 MISCELLANEOUS 355 ANNIVERSARY PROGRAM FILM 11,626 TOTAL 15,488
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALBERT J RIGONI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-27
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/AtSubmissionCreationDeviceId04A0C47A48A118E06C96533CB6F6C136A50543B1E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04A0C47A48A118E06C96533CB6F6C136A50543B1E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.222.59.130
ReturnHeader/FilingSecurityInformation/IPDt02018-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:21:43
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/PreparationDt02018-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIAN LEVY
ReturnHeader/ReturnTs02018-05-01T14:21:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,134
Liabilities
-
Net assets
$112,134
Revenue
$48,173
Expenses
$53,770
Net income
-$5,597
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
2017Detailed filing. Detailed filing data is available for this year.$1.12$1.12$0.48$0.54$0.06
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