Civic Intelligence

Summer Rest Foundation

990PF • Fiscal year 2016 • EIN 56-6534008

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profile
PO Box 1330Wrightsville Beach, NC 28480-1330

(910) 256-0936

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

59th percentile

0.23x

Higher debt load relative to revenue than 59% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

58th percentile

2.9%

Faster asset growth than 58% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

19%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$7,209,657

Up $204,570 (+2.9%) from 2015

Net Assets

$7,051,149

No earlier filing loaded for comparison.

Liabilities

Down

$158,508

Down $36,025 (-19%) from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin88th percentile

Revenue

Up

$682,452

Up $107,912 (+19%) from 2015

Expenses

Down

$392,800

Down $46,970 (-11%) from 2015

Net Income

Up

$289,652

Up $154,882 (+115%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,416,447Liabilities 2011: $02011Assets 2012: $6,764,172Liabilities 2012: $253,0002012Assets 2013: $6,279,559Liabilities 2013: $02013Assets 2014: $6,925,973Liabilities 2014: $151,4002014Assets 2015: $7,005,087Liabilities 2015: $194,5332015Assets 2016: $7,209,657Liabilities 2016: $158,508Net Assets 2016: $7,051,1492016Assets 2017: $7,510,362Liabilities 2017: $290,508Net Assets 2017: $7,219,8542017Assets 2018: $7,665,817Liabilities 2018: $172,037Net Assets 2018: $7,493,7802018Assets 2019: $7,956,934Liabilities 2019: $288,678Net Assets 2019: $7,668,2562019Assets 2020: $7,633,084Liabilities 2020: $83,758Net Assets 2020: $7,549,3262020Assets 2021: $7,832,713Liabilities 2021: $146,500Net Assets 2021: $7,686,2132021Assets 2022: $7,387,410Liabilities 2022: $196,400Net Assets 2022: $7,191,0102022Assets 2023: $7,469,573Liabilities 2023: $198,000Net Assets 2023: $7,271,5732023Assets 2024: $7,771,233Liabilities 2024: $268,600Net Assets 2024: $7,502,6332024

Highlighted filing

2016

Assets$7,209,657
Liabilities$158,508
Net Assets$7,051,149
Open 2016 Filing

Operations Trend

Revenue Growth78th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $460,281Expenses 2011: $327,464Net Income 2011: $132,8172011Revenue 2012: $511,676Expenses 2012: $376,606Net Income 2012: $135,0702012Revenue 2013: $218,429Expenses 2013: $450,042Net Income 2013: -$231,6132013Revenue 2014: $1,047,515Expenses 2014: $471,943Net Income 2014: $575,5722014Revenue 2015: $574,540Expenses 2015: $439,770Net Income 2015: $134,7702015Revenue 2016: $682,452Expenses 2016: $392,800Net Income 2016: $289,6522016Revenue 2017: $678,203Expenses 2017: $454,141Net Income 2017: $224,0622017Revenue 2018: $814,508Expenses 2018: $489,143Net Income 2018: $325,3652018Revenue 2019: $676,512Expenses 2019: $502,036Net Income 2019: $174,4762019Revenue 2020: $412,338Expenses 2020: $531,268Net Income 2020: -$118,9302020Revenue 2021: $623,845Expenses 2021: $486,958Net Income 2021: $136,8872021Revenue 2022: $82,377Expenses 2022: $577,580Net Income 2022: -$495,2032022Revenue 2023: $724,766Expenses 2023: $644,203Net Income 2023: $80,5632023Revenue 2024: $932,215Expenses 2024: $563,714Net Income 2024: $368,5012024

Highlighted filing

2016

Revenue$682,452
Expenses$392,800
Net Income$289,652
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE M TURNERTrustee-$0--
JAY G LOFTIN JRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Summer Rest Foundation
EIN
56-6534008
Phone
9102560936
Address
PO BOX 1330, WRIGHTSVILLE BEACH, NC 28480-1330

Signing Officer

Name
Sue M Turner
Title
Trustee
Phone
9102560936
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Judy & Tucker P a
Address
4700 FALLS OF NEUSE ROAD SUITE 400, RALEIGH, NC 27609
Preparer
Caroline P Abbott CPA
Phone
9195717055
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27COLGATE PALMOLIVE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CROWN HLDGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DANAHER CORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DCP MIDSTREAM PARTNERS L.P.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34DELTA AIR LINES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42EXTRA SPACE STORAGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43FIDELITY NATL INFO SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45GENL DYNAMICS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46HONEYWELL INTL INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47HSBC HLDG PLC SP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48INGERSOLL-RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49JOHNSON AND JOHNSON COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51JP MORGAN CHASE & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54LOWE'S COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MANULIFE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MEDTRONIC PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58METLIFE INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MONSANTO CO NEW DEL COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NEWELL BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67NEXTERA ENERGY INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NIELSEN HOLDINGS PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69NOVARTIS ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73OZOFII ACCESS LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PACKAGING CORP AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PHILLIPS 66 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PNC FINCL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82PRUDENTIAL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SANOFI ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SK TELECOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87SP500 STEPUP ISSUER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SPSIOP STEPUP ISSUER CS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89SVB FINL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90SX5E LIRN ISSUER RBC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91TE CONNECTIVTY LTD REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92THOMSON REUTERS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93TIFFANY & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94TORONTO DOMINION BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95TOTAL S.A. SP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96TOYOTA MOTOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99V F CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WEC ENERGY GROUP INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WHIRLPOOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104WPP PLC NEW/ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107TOLL BROS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108AVEXIS ORD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109LAZARD LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110DJIA LIRN
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0114409
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0222274
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01015
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt06093
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0343791
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0343791
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01775
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01775
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03550
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0222274
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0340115
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0340115
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0338661
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt096151
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0114409
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0289652
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04115681
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01015
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01015
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0222274
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0284305
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt030245
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt045992
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06093
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03087
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03087
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0341891
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt035163
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0392800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0319468
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0682452
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01776
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt035163
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt052685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0236538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114000

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,209,657
Liabilities
$158,508
Net assets
$7,051,149
Revenue
$682,452
Expenses
$392,800
Net income
$289,652
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.77$0.27$7.50$0.93$0.56$0.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.47$0.20$7.27$0.72$0.64$0.08
2022Detailed filing. Detailed filing data is available for this year.$7.39$0.20$7.19$0.08$0.58$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.83$0.15$7.69$0.62$0.49$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.63$0.08$7.55$0.41$0.53$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.96$0.29$7.67$0.68$0.50$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.67$0.17$7.49$0.81$0.49$0.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.51$0.29$7.22$0.68$0.45$0.22
2016Detailed filing. Detailed filing data is available for this year.$7.21$0.16$7.05$0.68$0.39$0.29
2015Summary only. Only limited summary data is available for this year.$7.01$0.19$0.57$0.44$0.13
2014Summary only. Only limited summary data is available for this year.$6.93$0.15$1.05$0.47$0.58
2013Summary only. Only limited summary data is available for this year.$6.28$0.00$0.22$0.45$0.23
2012Summary only. Only limited summary data is available for this year.$6.76$0.25$0.51$0.38$0.14
2011Summary only. Only limited summary data is available for this year.$6.42$0.00$0.46$0.33$0.13