Civic Intelligence

Summer Rest Foundation

990PF • Fiscal year 2023 • EIN 56-6534008

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 19, 2024

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.

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

0.27x

Higher debt load relative to revenue than 90% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Net Margin

57th percentile

11%

Higher net margin than 57% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

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.

2023 filings • NTEE T • $5M-$10M nonprofits • Source year 2023

Asset Growth

55th percentile

1.1%

Faster asset growth than 55% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

780%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$7,469,573

Up $82,163 (+1.1%) from 2022

Net Assets

Up

$7,271,573

Up $80,563 (+1.1%) from 2022

Liabilities

Up

$198,000

Up $1,600 (+0.8%) from 2022

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin57th percentile

Revenue

Up

$724,766

Up $642,389 (+780%) from 2022

Expenses

Up

$644,203

Up $66,623 (+12%) from 2022

Net Income

Up

$80,563

Up $575,766 (+116%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2023

Assets$7,469,573
Liabilities$198,000
Net Assets$7,271,573
Open 2023 Filing

Operations Trend

Revenue Growth93rd 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

2023

Revenue$724,766
Expenses$644,203
Net Income$80,563
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 19, 2024
Return Version
2023v5.1
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
2024-11-19
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Judy & Tucker Pa
Address
4700 FALLS OF NEUSE ROAD STE 400, RALEIGH, NC 27609
Preparer
Caroline P Abbott CPA
Phone
9195717055
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt292421
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2936323
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2945644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2954966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2961703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2973065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt298617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2994548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3002645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt301903
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3025266
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3037664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3041312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30510553
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3066206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30716617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3088023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3095774
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3101492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3112526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt312944
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3132008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3142112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31510885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3161831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3173222
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3186673
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt319959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3202198
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3216237
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3223934
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3237253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3242198
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3253576
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3263886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3271494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3282372
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3291757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3301221
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt331949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3321177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt333138362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt334121131
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt335191171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33610713
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt337317162
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3385979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3395732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3405728
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3415637
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3426407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3436169
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3445944
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3455848
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3465976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3475622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3485571
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3496159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3506022
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3515917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3525848
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3535793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3545713
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3556016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3565660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3575686
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3586136
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3595783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3605757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3616363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3625669
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3636230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3646100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3655823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3665776
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3676011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3685462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3695721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3705958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3716020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3725657
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3735918
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3745903
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt375404000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt376272771
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37785954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt378352465
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37997603
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ABBOTT LABS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AIA GROUP LTD SPONSORED ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ALCON SA ACT NOM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ALTRIA GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AMAZON COM INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5AMGEN INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ANHEUSER-BUSCH INBEV ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8APPLIED MATERIAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ARGENX SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ASML HLDG NV NY REG SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ASTRAZENECA PLC SPND ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13AUTOZONE INC NEVADA COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14AVANTOR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15AZENTA INC

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,469,573
Liabilities
$198,000
Net assets
$7,271,573
Revenue
$724,766
Expenses
$644,203
Net income
$80,563
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
2023Detailed filing. Detailed filing data is available for this year.$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