Civic Intelligence

Summit Initiatives Foundation Inc.

990EZ • Fiscal year 2019 • EIN 45-4671150

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 13, 2020

555 E Wayne StreetFort Wayne, IN 46802

(260) 426-4083

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

51st percentile

2.4%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

54%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,033

Up $24 (+2.4%) from 2018

Net Assets

Up

$1,033

Up $24 (+2.4%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$20

Up $7 (+54%) from 2018

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $1,219,150Liabilities 2014: $1,119,146Net Assets 2014: $100,0042014Assets 2015: $1,270,393Liabilities 2015: $1,135,222Net Assets 2015: $135,1712015Assets 2016: $1,209,446Liabilities 2016: $1,152,368Net Assets 2016: $57,0782016Assets 2017: $1,000Net Assets 2017: $1,0002017Assets 2018: $1,009Net Assets 2018: $1,0092018Assets 2019: $1,033Net Assets 2019: $1,0332019Assets 2020: $1,043Net Assets 2020: $1,0432020Assets 2021: $1,043Net Assets 2021: $1,0432021Assets 2022: $1,035Net Assets 2022: $1,0352022Assets 2023: $1,084Liabilities 2023: $02023Assets 2024: $1,146Net Assets 2024: $1,1462024

Highlighted filing

2019

Assets$1,033
Liabilities-
Net Assets$1,033

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $4Expenses 2014: $0Net Income 2014: $42014Revenue 2015: $229Expenses 2015: $115,000Net Income 2015: -$114,7712015Revenue 2016: $344Expenses 2016: $78,500Net Income 2016: -$78,1562016Revenue 2017: $189Expenses 2017: $56,278Net Income 2017: -$56,0892017Revenue 2018: $132018Revenue 2019: $202019Revenue 2020: $92020Revenue 2021: $32021Revenue 2022: $92022Revenue 2023: $43Expenses 2023: $0Net Income 2023: $432023Revenue 2024: $59Expenses 2024: $1Net Income 2024: $582024

Highlighted filing

2019

Revenue$20
Expenses-
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 13, 2020
Return Version
2019v5.0
Gross Receipts
$20
Mission and Program Overview

Mission

To support charitable economic development efforts in the greater fort wayne area. Sif was formed for charitable and educational purposes, including the support of community projects to facilitate charitable activities.

Program Services

DescriptionGrantsExpenses
SUMMIT INITIATIVES FOUNDATION, A SUPPORTING ORGANIZATION, RESTRUCTURED IN 2017 AND TRANSFERRED THE MAJORITY OF ITS ASSETS TO THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE, THE SUPPORTED ORGANIZATION.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON HARDIEKBoard Presid-$0--
MICHAEL CAHILLVice Preside-$0--
ROBERT FRANCISSecretary-$0--
ROBERT PATRICKTreasurer-$0--
JONATHAN HANCOCK PART YEARVice Preside-$0--
BRUCE MENSHY PART YEARSecretary/Tr-$0--
R BRADLEY LITTLEPresident/Ce-$0--
Filing and Contact Details

Filer

Filer Name
Summit Initiatives Foundation Inc
EIN
45-4671150
Phone
2604264083
Address
555 E WAYNE STREET, FORT WAYNE, IN 46802

Signing Officer

Name
R Bradley Little
Title
President/CEO
Phone
2604264083
Signed
2020-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Haines Isenbarger & Skiba LLC
Address
4630 W JEFFERSON BLVD 8, FORT WAYNE, IN 46804
Preparer
Todd E Haines
Phone
2604369500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 20

Unrealized gain on investments 4

Form 990-ez, Part III

To support charitable economic development efforts in the greater fort wayne area. Sif was formed for charitable and educational purposes, including the support of community projects to facilitate charitable activities.

Raw XML Appendix146 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0R BRADLEY LITTLE
IRS990EZ/BooksInCareOfDetail/PhoneNum02604264083
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0555 E WAYNE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WAYNE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046802
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01009
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01033
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01009
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01033
IRS990EZ/GrossReceiptsAmt020
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt020
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01009
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01033
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01009
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01033
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANNON HARDIEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL CAHILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT FRANCIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT PATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JONATHAN HANCOCK PART YEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRUCE MENSHY PART YEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6R BRADLEY LITTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD PRESID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT/CE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt04
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT CHARITABLE ECONOMIC DEVELOPMENT EFFORTS IN THE GREATER FORT WAYNE AREA. SIF WAS FORMED FOR CHARITABLE AND EDUCATIONAL PURPOSES, INCLUDING THE SUPPORT OF COMMUNITY PROJECTS TO FACILITATE CHARITABLE ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUMMIT INITIATIVES FOUNDATION, A SUPPORTING ORGANIZATION, RESTRUCTURED IN 2017 AND TRANSFERRED THE MAJORITY OF ITS ASSETS TO THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE, THE SUPPORTED ORGANIZATION.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt020
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CFGFW.ORG
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0351119450
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF GREATER FORT WAYNE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNREALIZED GAIN ON INVESTMENTS 4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO SUPPORT CHARITABLE ECONOMIC DEVELOPMENT EFFORTS IN THE GREATER FORT WAYNE AREA. SIF WAS FORMED FOR CHARITABLE AND EDUCATIONAL PURPOSES, INCLUDING THE SUPPORT OF COMMUNITY PROJECTS TO FACILITATE CHARITABLE ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0R BRADLEY LITTLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02604264083
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT INITIATIVES FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0454671150
ReturnHeader/Filer/PhoneNum02604264083
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 E WAYNE STREET
ReturnHeader/Filer/USAddress/CityNm0FORT WAYNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046802
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A5470F319199D4E518D0275972E8E1A15ED5B702
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BCCA8490D2B34C7DF587C308EAD67E741F20BFE8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.150.211.221
ReturnHeader/FilingSecurityInformation/IPDt02020-08-20
ReturnHeader/FilingSecurityInformation/IPTm009:30:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522127371
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAINES ISENBARGER & SKIBA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04630 W JEFFERSON BLVD 8
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046804
ReturnHeader/PreparerPersonGrp/PhoneNum02604369500
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD E HAINES
ReturnHeader/ReturnTs02020-09-10T14:27:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings