Civic Intelligence

Summer Rest Foundation

990PF • Fiscal year 2022 • EIN 56-6534008

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile
Post Office Box 6527Raleigh, NC 27628-6527

(910) 256-0936

Siviq Scores

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

Liabilities / Assets

86th percentile

0.03x

Higher debt load relative to assets than 86% of similar nonprofits.

2022 filings • NTEE T • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

97th percentile

2.38x

Higher debt load relative to revenue than 97% of similar nonprofits.

2022 filings • NTEE T • $5M-$10M nonprofits • Source year 2022

Net Margin

5th percentile

-601%

Higher net margin than 5% of similar nonprofits.

2022 filings • NTEE T • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2022 filings • NTEE T • $5M-$10M nonprofits • Source year 2022

Asset Growth

30th percentile

-5.7%

Faster asset growth than 30% of similar nonprofits.

2022 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-87%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$7,387,410

Down $445,303 (-5.7%) from 2021

Net Assets

Down

$7,191,010

Down $495,203 (-6.4%) from 2021

Liabilities

Up

$196,400

Up $49,900 (+34%) from 2021

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin5th percentile

Revenue

Down

$82,377

Down $541,468 (-87%) from 2021

Expenses

Up

$577,580

Up $90,622 (+19%) from 2021

Net Income

Down

-$495,203

Down $632,090 (-462%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2022

Assets$7,387,410
Liabilities$196,400
Net Assets$7,191,010
Open 2022 Filing

Operations Trend

Revenue Growth9th 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

2022

Revenue$82,377
Expenses$577,580
Net Income-$495,203
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE M TURNERBoard Chair-$0--
JAY G LOFTIN JRTrustee-$0--
TISH TURNERExecutive Director-$0--
TODD TURNERTreasurer-$0--
GEORGE TURNERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Summer Rest Foundation
EIN
56-6534008
Phone
9102560936
Address
POST OFFICE BOX 6527, RALEIGH, NC 27628-6527

Signing Officer

Name
Tish Turner
Title
Executive Director
Phone
9102560936
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Judy & Tucker Pa
Address
4700 FALLS OF NEUSE ROAD, RALEIGH, NC 27609
Preparer
Caroline P Abbott CPA
Phone
9195717055
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2925552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt293145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2942629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt295596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2967235
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2971219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt298245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt299308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3006229
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3012740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt302706
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3036080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3044841
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3052590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3061433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3072424
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt308481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3092244
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3103433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt311531
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3123740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31311544
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3143901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3155263
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3166425
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt317584
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3181839
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3196151
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3204013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3213835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3222815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3234663
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3241679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3252371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3262425
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3272526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt328606
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3292175
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33013345
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3312360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt332534
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3332825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3342060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3353319
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3363791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3373074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt338938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3394076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3402260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3415068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt342280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3431005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3445230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3451556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt346837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt347854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt348241
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt349670
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3508365
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt351163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt352799
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3531445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt354106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3551380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3566497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3573578
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3582912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3596524
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt360343
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt361976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3625363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3632333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3642558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt365683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3664156
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3674242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36814025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt369721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3701782
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3715703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt372750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3731863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3741779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3755420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3761221
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt377949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt378791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3797855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt380123381
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt381121131
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt382118433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38330993
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt384136134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt385167646
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt386434134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt387218024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt388150971
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt389102411
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt390350000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt03M COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ABBVIE INC SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ACCENTURE PLC SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ACTIVISION BLIZZARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ADOBE INC SHS

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,387,410
Liabilities
$196,400
Net assets
$7,191,010
Revenue
$82,377
Expenses
$577,580
Net income
-$495,203
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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