Civic Intelligence

The Summer Fund Association

990EZ • Fiscal year 2015 • EIN 36-4230824

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

1980 Holbrook LnHoffman Estates, IL 60169

(847) 804-0883

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

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Asset Growth

69th percentile

5.3%

Faster asset growth than 69% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

83rd percentile

18%

Faster revenue growth than 83% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$136,219

Up $6,902 (+5.3%) from 2014

Net Assets

Up

$136,219

Up $6,902 (+5.3%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$21,240

Up $3,195 (+18%) from 2014

Expenses

Up

$14,338

Up $1,215 (+9.3%) from 2014

Net Income

Up

$6,902

Up $1,980 (+40%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $90,233Net Assets 2011: $90,2332011Assets 2012: $109,093Net Assets 2012: $109,0932012Assets 2013: $124,395Net Assets 2013: $124,3952013Assets 2014: $129,317Net Assets 2014: $129,3172014Assets 2015: $136,219Net Assets 2015: $136,2192015Assets 2016: $146,829Net Assets 2016: $146,8292016Assets 2017: $163,380Net Assets 2017: $163,3802017Assets 2018: $167,960Net Assets 2018: $167,9602018Assets 2019: $186,010Net Assets 2019: $186,0102019Assets 2020: $200,120Net Assets 2020: $200,1202020Assets 2021: $207,237Net Assets 2021: $207,2372021Assets 2022: $223,822Net Assets 2022: $223,8222022Assets 2023: $238,558Net Assets 2023: $238,5582023Assets 2024: $246,876Net Assets 2024: $246,8762024

Highlighted filing

2015

Assets$136,219
Liabilities-
Net Assets$136,219

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $19,455Expenses 2011: $21,929Net Income 2011: -$2,4742011Revenue 2012: $25,060Expenses 2012: $6,200Net Income 2012: $18,8602012Revenue 2013: $22,170Expenses 2013: $6,868Net Income 2013: $15,3022013Revenue 2014: $18,045Expenses 2014: $13,123Net Income 2014: $4,9222014Revenue 2015: $21,240Expenses 2015: $14,338Net Income 2015: $6,9022015Revenue 2016: $22,770Expenses 2016: $12,160Net Income 2016: $10,6102016Revenue 2017: $23,413Expenses 2017: $6,862Net Income 2017: $16,5512017Revenue 2018: $23,116Expenses 2018: $18,536Net Income 2018: $4,5802018Revenue 2019: $21,660Expenses 2019: $3,610Net Income 2019: $18,0502019Revenue 2020: $19,760Expenses 2020: $5,650Net Income 2020: $14,1102020Revenue 2021: $17,847Expenses 2021: $10,730Net Income 2021: $7,1172021Revenue 2022: $22,801Expenses 2022: $6,216Net Income 2022: $16,5852022Revenue 2023: $16,390Expenses 2023: $1,654Net Income 2023: $14,7362023Revenue 2024: $17,390Expenses 2024: $9,072Net Income 2024: $8,3182024

Highlighted filing

2015

Revenue$21,240
Expenses$14,338
Net Income$6,902
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.0
Gross Receipts
$21,240
Mission and Program Overview

Mission

The organization provides sick, accident and other benefits to its members.

Program Services

DescriptionGrantsExpenses
The organization provides sick, accident and other benefits to its members.$13,880-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert MaserPresident-$0--
Michael RehusVice President-$0--
David MontalvoSecretary-$0--
Ronald SeatonTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Summer Fund Association
EIN
36-4230824
Phone
8478040883
Address
1980 Holbrook Ln, Hoffman Estates, IL 60169

Signing Officer

Name
Ronald Seaton
Title
Treasurer
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
ATC Wegge Ltd
Address
265 Center St, Grayslake, IL 60030
Preparer
Laura Smock
Phone
8472230777
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $75

Other Expenses.2

Franchise Tax $10

Raw XML Appendix103 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/BenefitsPaidToOrForMembersAmt013880
IRS990EZ/BooksInCareOfDetail/PersonNm0Ron Seaton
IRS990EZ/BooksInCareOfDetail/PhoneNum08478040883
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01980 Holbrook Ln
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Hoffman Est
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0601692420
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0129317
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0136219
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06902
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0129317
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0136219
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt021240
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt021240
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0129317
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0136219
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0129317
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0136219
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Maser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michael Rehus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David Montalvo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ronald Seaton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt085
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization provides sick, accident and other benefits to its members.
IRS990EZ/PrintingPublicationsPostageAmt023
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization provides sick, accident and other benefits to its members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013880
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014338
IRS990EZ/TotalProgramServiceExpensesAmt013880
IRS990EZ/TotalRevenueAmt021240
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Franchise Tax $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ronald Seaton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Summer Fund Association
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0364230824
ReturnHeader/Filer/PhoneNum08478040883
ReturnHeader/Filer/USAddress/AddressLine1Txt01980 Holbrook Ln
ReturnHeader/Filer/USAddress/CityNm0Hoffman Estates
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060169
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATC Wegge Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0265 Center St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Grayslake
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060030
ReturnHeader/PreparerPersonGrp/PhoneNum08472230777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Smock
ReturnHeader/ReturnTs02016-05-11T07:13:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.47$2.47$0.17$0.09$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.39$2.39$0.16$0.02$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.24$2.24$0.23$0.06$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.07$2.07$0.18$0.11$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.00$2.00$0.20$0.06$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.86$1.86$0.22$0.04$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.68$1.68$0.23$0.19$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.63$1.63$0.23$0.07$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.47$1.47$0.23$0.12$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.36$1.36$0.21$0.14$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.29$1.29$0.18$0.13$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.22$0.07$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$1.09$0.25$0.06$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.90$0.19$0.22$0.02