Civic Intelligence

Sumers Family Foundation C/O Gary Sumers

EIN 47-1422170 • Pacific Palisades, CA

Pub. 78 Eligible
687 Amalfi DrivePacific Palisades, CA 90272
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

54th percentile

3.4%

Faster asset growth than 54% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

7.4%

Faster revenue growth than 50% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$821,445

Up $27,126 (+3.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$821,445

Up $27,126 (+3.4%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin99th percentile

Revenue

Up

$27,276

Up $1,870 (+7.4%) from 2023

Expenses

Down

$150

Down $10,000 (-99%) from 2023

Net Income

Up

$27,126

Up $11,870 (+78%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $2,547,405Liabilities 2015: $0Net Assets 2015: $2,547,4052015Assets 2016: $2,270,049Liabilities 2016: $0Net Assets 2016: $2,270,0492016Assets 2017: $4,286,146Liabilities 2017: $0Net Assets 2017: $4,286,1462017Assets 2018: $1,303,106Liabilities 2018: $0Net Assets 2018: $1,303,1062018Assets 2019: $822,140Liabilities 2019: $0Net Assets 2019: $822,1402019Assets 2020: $805,170Liabilities 2020: $0Net Assets 2020: $805,1702020Assets 2021: $792,926Liabilities 2021: $0Net Assets 2021: $792,9262021Assets 2022: $779,063Liabilities 2022: $0Net Assets 2022: $779,0632022Assets 2023: $794,319Liabilities 2023: $0Net Assets 2023: $794,3192023Assets 2024: $821,445Liabilities 2024: $0Net Assets 2024: $821,4452024

Latest loaded filing

2024

Assets$821,445
Liabilities$0
Net Assets$821,445
Open 2024 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2014: $2,416Expenses 2014: $2,416Net Income 2014: $02014Revenue 2015: $2,676,665Expenses 2015: $129,260Net Income 2015: $2,547,4052015Revenue 2016: $473,595Expenses 2016: $693,635Net Income 2016: -$220,0402016Revenue 2017: $3,009,839Expenses 2017: $566,375Net Income 2017: $2,443,4642017Revenue 2018: $595,591Expenses 2018: $2,620,894Net Income 2018: -$2,025,3032018Revenue 2019: $16,292Expenses 2019: $426,095Net Income 2019: -$409,8032019Revenue 2020: $13,486Expenses 2020: $15,150Net Income 2020: -$1,6642020Revenue 2021: $12,906Expenses 2021: $25,150Net Income 2021: -$12,2442021Revenue 2022: $16,737Expenses 2022: $30,600Net Income 2022: -$13,8632022Revenue 2023: $25,406Expenses 2023: $10,150Net Income 2023: $15,2562023Revenue 2024: $27,276Expenses 2024: $150Net Income 2024: $27,1262024

Latest loaded filing

2024

Revenue$27,276
Expenses$150
Net Income$27,126
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.03$0.00$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.03$0.01$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.02$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.01$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.01$0.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.02$0.43$0.41
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.60$2.62$2.03
2017Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$3.01$0.57$2.44
2016Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.47$0.69$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$2.68$0.13$2.55
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 21, 2026
Return Version
2025v4.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary M SumersDirector; President-$0--
Sidney N HermanDirector; Secretary & Treasurer-$0--
George GainesDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDelirium MusicumGeneral Operating Support-Los Angeles, CA, US$40,000
Paid GrantThe Broad StageGeneral Operating Support-Santa Monica, CA, US$30,000
Paid GrantYLC Ballet Westside Ballet of Santa MonicaTeachers Training/Dance to Dreams Boys Program-Santa Monica, CA, US$30,000
Paid GrantSOL-LA Music Academy IncLysy Fellowship Fund-Santa Monica, CA, US$10,000
Paid GrantThe Music CenterSpotlight Program-Los Angeles, CA, US$2,500
Paid GrantPhilharmonic Society of Orange CountyStrike Up the Band Donation-Irvine, CA, US$1,000
Filing and Contact Details

Filer

Filer Name
Sumers Family Foundation
EIN
47-1422170
Phone
3126343814
Address
687 Amalfi Drive, Pacific Palisades, CA 90272

Signing Officer

Name
Gary M Sumers
Title
President
Phone
3126343814
Signed
2026-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
30 South Wacker Dr Suite 3300, Chicago, IL 60606-3392
Preparer
Mark Harvey
Phone
3126343400
Raw XML Appendix306 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Gary M Sumers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Sidney N Herman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2George Gaines
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director; President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director; Secretary & Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O M Harvey-RSM 30 S Wacker Drive
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Teachers Training/Dance to Dreams Boys Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Delirium Musicum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Philharmonic Society of Orange County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SOL-LA Music Academy Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3The Broad Stage
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4The Music Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5YLC Ballet Westside Ballet of Santa Monica
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0850 N Alexandria Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11124 Main Street B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21812 Stanford St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31900 Pico Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4135 North Grand Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51709 Stewart Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Irvine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Santa Monica
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Santa Monica
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Santa Monica
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd590404
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0113500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt079482
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079482
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt034018
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034018
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0113500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034018
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt034018
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Annual Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary M Sumers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03126343814
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sumers Family Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O Gary Sumers
ReturnHeader/Filer/BusinessNameControlTxt0SUME
ReturnHeader/Filer/EIN0471422170
ReturnHeader/Filer/PhoneNum03126343814
ReturnHeader/Filer/USAddress/AddressLine1Txt0687 Amalfi Drive
ReturnHeader/Filer/USAddress/CityNm0Pacific Palisades
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090272
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 South Wacker Dr Suite 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606063392
ReturnHeader/PreparerPersonGrp/PhoneNum03126343400
ReturnHeader/PreparerPersonGrp/PreparationDt02026-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Harvey
ReturnHeader/ReturnTs02026-04-23T13:07:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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