Civic Intelligence

Summer Math Foundation Inc

990PF • Fiscal year 2021 • EIN 47-5275634

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

3380 Sheridan Drive 330Amherst, NY 14226

(716) 768-3250

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

78th percentile

36%

Higher net margin than 78% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

39th percentile

-0.7%

Faster asset growth than 39% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-48%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$278,205

Down $1,982 (-0.7%) from 2020

Net Assets

Down

$278,025

Down $2,162 (-0.8%) from 2020

Liabilities

Up

$180

Up $180 from 2020

Revenue

Down

$26,740

Down $24,646 (-48%) from 2020

Expenses

Down

$17,222

Down $72,050 (-81%) from 2020

Net Income

Up

$9,518

Up $47,404 (+125%) from 2020

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2015: $14,452Liabilities 2015: $0Net Assets 2015: $14,4522015Assets 2016: $94,958Liabilities 2016: $0Net Assets 2016: $94,9582016Assets 2017: $212,806Liabilities 2017: $0Net Assets 2017: $212,8062017Assets 2018: $305,636Liabilities 2018: $0Net Assets 2018: $305,6362018Assets 2019: $320,060Liabilities 2019: $0Net Assets 2019: $320,0602019Assets 2020: $280,187Liabilities 2020: $0Net Assets 2020: $280,1872020Assets 2021: $278,205Liabilities 2021: $180Net Assets 2021: $278,0252021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2021

Assets$278,205
Liabilities$180
Net Assets$278,025

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2015: $16,003Expenses 2015: $1,551Net Income 2015: $14,4522015Revenue 2016: $209,996Expenses 2016: $129,490Net Income 2016: $80,5062016Revenue 2017: $134,620Expenses 2017: $16,772Net Income 2017: $117,8482017Revenue 2018: $120,104Expenses 2018: $27,274Net Income 2018: $92,8302018Revenue 2019: $51,396Expenses 2019: $28,876Net Income 2019: $22,5202019Revenue 2020: $51,386Expenses 2020: $89,272Net Income 2020: -$37,8862020Revenue 2021: $26,740Expenses 2021: $17,222Net Income 2021: $9,5182021Revenue 2022: $13,541Expenses 2022: $286,090Net Income 2022: -$272,5492022Revenue 2023: $4,294Expenses 2023: $69,579Net Income 2023: -$65,2852023

Highlighted filing

2021

Revenue$26,740
Expenses$17,222
Net Income$9,518
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL EISMANNDirector-$0--
SANDRA WYSOCKISecretary Director-$0--
ILSE MURRAYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Summer Math Foundation Inc
EIN
47-5275634
Phone
7167683250
Address
3380 SHERIDAN DRIVE 330, AMHERST, NY 14226

Signing Officer

Name
Scott Sutherland
Title
Director
Phone
7167683250
Signed
2022-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Federspiel Pfeifer & Kubicki CPA Pc
Address
4600 MAIN STREET, SNYDER, NY 14226-4500
Preparer
Karin a Kubicki CPA
Phone
7168396539
Raw XML Appendix379 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/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SANDRA WYSOCKI
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt093 QUARRY HILLS ESTATES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AKRON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014001
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07167683250
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SUMMER MATH FOUNDATION SUCESSFULLY EXECUTED AND FUNDED SCHOLARSHIP ENDOWMENT TO STONY BROOK UNIVERSITY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt013500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUMMER MATH SCHOLARSHIP ENDOWED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0STONY BROOK FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0230 ADMINSTRATION
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013500
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/AppliedToCurrentYearAmt012507
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012507
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt071220
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06090
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04467
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0116929
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0116929
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt082770
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0993
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt071220
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06090
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04467
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0993
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0199699
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0198706
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01170
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SUSPENDED PTP LOSS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01170
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01170
OtherDecreasesSchedule/OtherDecreasesDetail/Amt011680
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK / TAX DIFFERENCE ON DONATED STOCK BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CONSULTING
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TELEPHONE AND INTERNET
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4NY FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5ADR CUST FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt547
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0248
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3634
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt547
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0305
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PTP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0305
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0305
TaxesSchedule/TaxesDetail/Amt01583
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0137
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT SUTHERLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07167683250
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMER MATH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0475275634
ReturnHeader/Filer/PhoneNum07167683250
ReturnHeader/Filer/USAddress/AddressLine1Txt03380 SHERIDAN DRIVE 330
ReturnHeader/Filer/USAddress/CityNm0AMHERST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014226
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161492835
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FEDERSPIEL PFEIFER & KUBICKI CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SNYDER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0142264500
ReturnHeader/PreparerPersonGrp/PhoneNum07168396539
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARIN A KUBICKI CPA
ReturnHeader/ReturnTs02022-05-11T12:26:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SUTHERLAND
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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