Civic Intelligence

Sumers Family Foundation C/O Gary Sumers

990PF • Fiscal year 2019 • EIN 47-1422170

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 03, 2020

Organization Profile
1 S Wacker Dr Ste 800Chicago, IL 60606

(312) 634-3814

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

1st percentile

-2515%

Higher net margin than 1% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

4th percentile

-37%

Faster asset growth than 4% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$822,140

Down $480,966 (-37%) from 2018

Net Assets

Down

$822,140

Down $480,966 (-37%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin1st percentile

Revenue

Down

$16,292

Down $579,299 (-97%) from 2018

Expenses

Down

$426,095

Down $2,194,799 (-84%) from 2018

Net Income

Up

-$409,803

Up $1,615,500 (+80%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$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

Highlighted filing

2019

Assets$822,140
Liabilities$0
Net Assets$822,140
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

Highlighted filing

2019

Revenue$16,292
Expenses$426,095
Net Income-$409,803
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 3, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY M SUMERSDirector; President Part-T-$0--
SIDNEY N HERMANDirector; Secretary & Trea-$0--
GEORGE GAINESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sumers Family Foundation
EIN
47-1422170
Phone
3126343814
Address
1 S WACKER DR STE 800, CHICAGO, IL 60606

Signing Officer

Name
Gary M Sumers
Title
President
Phone
3126343814
Signed
2020-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
ONE SOUTH WACKER DR STE 800, CHICAGO, IL 60606-3392
Preparer
Mark Harvey
Phone
3126343400
Raw XML Appendix312 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 PART-T
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR; SECRETARY & TREA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOR EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TRUSTEE OF THE UNIVERSITY OF PENNSYLVANIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0700 ROSEDALE AVENUE CAMPUS BOX 1004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13451 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0425945
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/AppliedToCurrentYearAmt048701
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048701
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02525998
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0424830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0564523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt059537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03952132
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0377244
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02525998
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0424830
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0564523
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt059537
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0425945
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0377244
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03954548
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03577304
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt071163
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FMV ADJUSTMENT TO DONATED SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY M SUMERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03126343814
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMERS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MARK HARVEY - RSM US LLP
ReturnHeader/Filer/BusinessNameControlTxt0SUME
ReturnHeader/Filer/EIN0471422170
ReturnHeader/Filer/PhoneNum03126343814
ReturnHeader/Filer/USAddress/AddressLine1Txt01 S WACKER DR STE 800
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE SOUTH WACKER DR STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606063392
ReturnHeader/PreparerPersonGrp/PhoneNum03126343400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK HARVEY
ReturnHeader/ReturnTs02020-03-10T08:25:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$822,140
Liabilities
$0
Net assets
$822,140
Revenue
$16,292
Expenses
$426,095
Net income
-$409,803
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