Civic Intelligence

The Summit Foundation Inc

990PF • Fiscal year 2023 • EIN 37-2117735

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

Organization Profile
2630 Grey Oaks Drive NNaples, FL 34105

(877) 829-5500

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

$1,035,114

No earlier filing loaded for comparison.

Net Assets

$1,035,114

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

$1,040,077

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$1,040,077

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2023: $1,035,114Liabilities 2023: $1Net Assets 2023: $1,035,1142023Assets 2024: $14,464,887Liabilities 2024: $0Net Assets 2024: $14,464,8872024

Highlighted filing

2023

Assets$1,035,114
Liabilities$1
Net Assets$1,035,114
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0Revenue 2023: $1,040,077Expenses 2023: $0Net Income 2023: $1,040,0772023Revenue 2024: $8,304,251Expenses 2024: $1,143,215Net Income 2024: $7,161,0362024

Highlighted filing

2023

Revenue$1,040,077
Expenses$0
Net Income$1,040,077
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE SHIFMANPresident-$0--
STEVE SHIFMANVice President-$0--
ARI SHIFMANSec/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Summit Foundation Inc
EIN
37-2117735
Phone
8778295500
Address
2630 GREY OAKS DRIVE N, NAPLES, FL 34105

Signing Officer

Name
Julie C Shifman
Title
President
Phone
8778295500
Signed
2024-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Locey Mitchell & Associates Ltd
Address
4760 Red Bank Expressway Suite 222, Cincinnati, OH 45227
Preparer
Michelle Locey
Phone
5132813333
Raw XML Appendix233 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.

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ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle Locey
ReturnHeader/ReturnTs02024-05-07T12:22:50-07:00
ReturnHeader/ReturnTypeCd0990PF
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ReturnHeader/TaxPeriodBeginDt02023-12-28
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,035,114
Liabilities
$1
Net assets
$1,035,114
Revenue
$1,040,077
Expenses
$0
Net income
$1,040,077
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$8.30$1.14$7.16
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$1.04$0.00$1.04