Civic Intelligence

Summit University Planning Council

990EZ • Fiscal year 2023 • EIN 41-1278449

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 26, 2024

375 Selby Ave Unit 9Saint Paul, MN 55102

(651) 228-1855

Siviq Scores

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

Liabilities / Assets

81st percentile

0.13x

Higher debt load relative to assets than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.07x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

94th percentile

$57,406

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 51.2% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

38%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

29%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$65,474

Up $18,023 (+38%) from 2022

Net Assets

Up

$57,101

Up $20,196 (+55%) from 2022

Liabilities

Down

$8,373

Down $2,173 (-21%) from 2022

Revenue

Up

$112,121

Up $25,251 (+29%) from 2022

Expenses

Up

$91,928

Up $3,093 (+3.5%) from 2022

Net Income

Up

$20,193

Up $22,158 (+1128%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $27,910Liabilities 2011: $9,6502011Assets 2012: $44,323Liabilities 2012: $9,0542012Assets 2013: $40,776Liabilities 2013: $1,7752013Assets 2014: $69,011Liabilities 2014: $4,8882014Assets 2015: $79,970Liabilities 2015: $5,6662015Assets 2016: $94,987Liabilities 2016: $4,4812016Assets 2017: $115,989Liabilities 2017: $18,8342017Assets 2018: $120,080Liabilities 2018: $6,3662018Assets 2019: $124,211Liabilities 2019: $1,5752019Assets 2020: $140,293Liabilities 2020: $1,9132020Assets 2021: $40,794Liabilities 2021: $1,9232021Assets 2022: $47,451Liabilities 2022: $10,546Net Assets 2022: $36,9052022Assets 2023: $65,474Liabilities 2023: $8,373Net Assets 2023: $57,1012023Assets 2024: $51,727Liabilities 2024: $15,252Net Assets 2024: $36,4752024

Highlighted filing

2023

Assets$65,474
Liabilities$8,373
Net Assets$57,101

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $97,837Expenses 2011: $89,226Net Income 2011: $8,6112011Revenue 2012: $115,005Expenses 2012: $97,996Net Income 2012: $17,0092012Revenue 2013: $120,792Expenses 2013: $117,060Net Income 2013: $3,7322013Revenue 2014: $126,381Expenses 2014: $101,259Net Income 2014: $25,1222014Revenue 2015: $109,774Expenses 2015: $99,184Net Income 2015: $10,5902015Revenue 2016: $97,658Expenses 2016: $81,426Net Income 2016: $16,2322016Revenue 2017: $139,896Expenses 2017: $133,247Net Income 2017: $6,6492017Revenue 2018: $194,040Expenses 2018: $177,481Net Income 2018: $16,5592018Revenue 2019: $99,137Expenses 2019: $90,216Net Income 2019: $8,9212019Revenue 2020: $118,232Expenses 2020: $102,487Net Income 2020: $15,7452020Revenue 2021: $84,425Expenses 2021: $183,935Net Income 2021: -$99,5102021Revenue 2022: $86,870Expenses 2022: $88,835Net Income 2022: -$1,9652022Revenue 2023: $112,121Expenses 2023: $91,928Net Income 2023: $20,1932023Revenue 2024: $95,241Expenses 2024: $115,866Net Income 2024: -$20,6252024

Highlighted filing

2023

Revenue$112,121
Expenses$91,928
Net Income$20,193
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 26, 2024
Return Version
2023v5.0
Gross Receipts
$112,121
Mission and Program Overview

Mission

Develop and promote community involvement & input

Program Services

DescriptionGrantsExpenses
CITIZEN PARTICIPATION AND COMMUNITY ENGAGEMENT - TO CONNECT AREA RESIDENTS WITH NEIGHBORHOOD ISSUES THAT AFFECT THEM. HELD 9 BOARD MEETINGS THAT DISCUSSED SPECIFIC NEIGHBORHOOD ISSUES, 27 COMMITTEE MEETINGS THAT EXPLOREDTHOSE ISSUES IN GREATER DETAIL, AND 3 COMMUNITY FORUMS TO ENGAGE NEIGHBORS DIRECTLY. PARTICIPATED IN SEVERAL VIRTUAL OUTREACH EVENTS, CONNECTING WITH AND DIRECTLY ENGAGING WITH OVER 2500, REGULARLY ENGAGED COMMUNITY MEMBERS DURING QUARANTINE AND SOCIAL DISTANCING THROUGH A VARIETY OF VIRTUAL AND DISTANCES ACTIVITIES INCLUDING, VIRTUAL EVENTS, TEXT ALERT LISTS, AND SOCIAL MEDIA. ACTED AS A RESOURCE CONNECTER TO NEIGHBORS DURING TIMES OF SHORTAGES AND SCARCITY. ADDRESSED SEVERAL LARGE ISSUES HELPING COMMUNITY TO ACTIVELY SHAPE SOME OF THE THINGS THAT IMPACT DISTRICT 8 - THE SUMMIT UNIVERSITY PLANNING COUNCIL'S GEOGRAPHIC AREA-$85,324
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENS WERNERExecutive DiFT$57,406-$57,406
JACOB SOUTHWORTHBoard Chair-$0--
JASON SHIGGSVice Board C-$0--
JO ANN BUCKHOLZTreasurer-$0--
MELISSA BEARBoard Secret-$0--
PHILIP HAGUEDirector-$0--
KRISTEN SPRECKDirector-$0--
MERCEDES YARBROUGHDirector-$0--
LAVERNE MCCARTNEY KNIGHTONDirector-$0--
GERALD GARTHDirector-$0--
COREY MOHANDirector-$0--
SHARON SCHWARZDirector-$0--
JONATHAN PALMERDirector-$0--
MELVIN GILESDirector-$0--
MIKEYA GRIFFINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Summit University Planning Council
EIN
41-1278449
Phone
6512281855
Address
375 SELBY AVE UNIT 9, SAINT PAUL, MN 55102

Signing Officer

Name
Jo Ann Buckholz
Title
Treasurer
Phone
6512281855
Signed
2024-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Harrington Langer & Associates
Address
563 PHALEN BLVD, SAINT PAUL, MN 55130
Preparer
Nichole Fairbanks
Phone
6514811128
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses telephone/isp 821 conferences/meetings 2,183 insurance 1,622 subscriptions 864 communications 5,033 bank service charge 179 professional development 103 meals, food, ent. 341 total 11,146

Form 990-ez, Part II, Line 24

Accounts receivable 45,917 53,568 prepaid expenses and deferred charges 1,438 1,078 total 47,355 54,646

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 10,543 8,373

Form 990-ez, Part III, Line 28

Citizen participation and community engagement - to connect area residents with neighborhood issues that affect them. Held 9 board meetings that discussed specific neighborhood issues, 27 committee meetings that exploredthose issues in greater detail, and 3 community forums to engage neighbors directly. Participated in several virtual outreach events, connecting with and directly engaging with over 2500, regularly engaged community members during quarantine and social distancing through a variety of virtual and distances activities including, virtual events, text alert lists, and social media. Acted as a resource connecter to neighbors during times of shortages and scarcity. Addressed several large issues helping community to actively shape some of the things that impact district 8 - the summit university planning council's geographic area

Raw XML Appendix188 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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
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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.$0.52$0.15$0.36$0.95$1.16$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.08$0.57$1.12$0.92$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.11$0.37$0.87$0.89$0.02
2021Summary only. Only limited summary data is available for this year.$0.41$0.02$0.84$1.84$1.00
2020Summary only. Only limited summary data is available for this year.$1.40$0.02$1.18$1.02$0.16
2019Summary only. Only limited summary data is available for this year.$1.24$0.02$0.99$0.90$0.09
2018Summary only. Only limited summary data is available for this year.$1.20$0.06$1.94$1.77$0.17
2017Summary only. Only limited summary data is available for this year.$1.16$0.19$1.40$1.33$0.07
2016Summary only. Only limited summary data is available for this year.$0.95$0.04$0.98$0.81$0.16
2015Summary only. Only limited summary data is available for this year.$0.80$0.06$1.10$0.99$0.11
2014Summary only. Only limited summary data is available for this year.$0.69$0.05$1.26$1.01$0.25
2013Summary only. Only limited summary data is available for this year.$0.41$0.02$1.21$1.17$0.04
2012Summary only. Only limited summary data is available for this year.$0.44$0.09$1.15$0.98$0.17
2011Summary only. Only limited summary data is available for this year.$0.28$0.10$0.98$0.89$0.09