Civic Intelligence

Sumter L Lowry Foundation Inc.

990PF • Fiscal year 2014 • EIN 59-6159389

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 20, 2015

PO Box 18065Tampa, FL 33679-8065

(813) 837-0582

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

39th percentile

-0.3%

Higher net margin than 39% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

62nd percentile

$15,000

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

43rd percentile

-0.0%

Faster asset growth than 43% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$801,860

Down $245 (-0.0%) from 2013

Net Assets

Down

$801,860

Down $245 (-0.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$70,708

Up $10,558 (+18%) from 2013

Expenses

Up

$70,953

Up $21,562 (+44%) from 2013

Net Income

Down

-$245

Down $11,004 (-102%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $790,349Liabilities 2011: $0Net Assets 2011: $790,3492011Assets 2012: $791,346Liabilities 2012: $0Net Assets 2012: $791,3462012Assets 2013: $802,105Liabilities 2013: $0Net Assets 2013: $802,1052013Assets 2014: $801,860Liabilities 2014: $0Net Assets 2014: $801,8602014Assets 2015: $763,156Liabilities 2015: $0Net Assets 2015: $763,1562015Assets 2016: $759,068Liabilities 2016: $0Net Assets 2016: $759,0682016Assets 2017: $806,886Liabilities 2017: $0Net Assets 2017: $806,8862017Assets 2018: $778,904Liabilities 2018: $0Net Assets 2018: $778,9042018Assets 2019: $760,302Liabilities 2019: $0Net Assets 2019: $760,3022019Assets 2020: $757,790Liabilities 2020: $0Net Assets 2020: $757,7902020Assets 2021: $769,312Liabilities 2021: $0Net Assets 2021: $769,3122021Assets 2022: $754,878Liabilities 2022: $0Net Assets 2022: $754,8782022Assets 2023: $740,163Liabilities 2023: $0Net Assets 2023: $740,1632023Assets 2024: $737,034Liabilities 2024: $0Net Assets 2024: $737,0342024

Highlighted filing

2014

Assets$801,860
Liabilities$0
Net Assets$801,860

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $46,3412011Expenses 2012: $35,9272012Revenue 2013: $60,150Expenses 2013: $49,391Net Income 2013: $10,7592013Revenue 2014: $70,708Expenses 2014: $70,953Net Income 2014: -$2452014Revenue 2015: $26,636Expenses 2015: $65,340Net Income 2015: -$38,7042015Revenue 2016: $52,810Expenses 2016: $56,898Net Income 2016: -$4,0882016Revenue 2017: $97,863Expenses 2017: $50,045Net Income 2017: $47,8182017Revenue 2018: $20,406Expenses 2018: $48,388Net Income 2018: -$27,9822018Revenue 2019: $30,450Expenses 2019: $49,052Net Income 2019: -$18,6022019Revenue 2020: $20,554Expenses 2020: $23,066Net Income 2020: -$2,5122020Revenue 2021: $44,541Expenses 2021: $33,019Net Income 2021: $11,5222021Revenue 2022: $25,758Expenses 2022: $40,192Net Income 2022: -$14,4342022Revenue 2023: $20,747Expenses 2023: $35,462Net Income 2023: -$14,7152023Revenue 2024: $33,282Expenses 2024: $36,411Net Income 2024: -$3,1292024

Highlighted filing

2014

Revenue$70,708
Expenses$70,953
Net Income-$245
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 20, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELEN M BROWNPresidentPT$15,000-$15,000
DAVID R MURPHEY IIISec/TreasPT$0--
CAROLINE M SNYDERTrusteePT$0--
KYLE L HOLTSINGERTrustee-$0--
MATTHEW M HOLTSINGERTrustee-$0--
ANN LOWRY BROWNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sumter L Lowry Foundation Inc
EIN
59-6159389
Phone
8138370582
Address
PO Box 18065, Tampa, FL 33679-8065

Signing Officer

Name
Helen M Brown
Title
President
Phone
8138370582
Signed
2015-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Henry G Saavedra CPA
Address
2810 OLD BAYSHORE WAY, TAMPA, FL 33611-5300
Preparer
Henry G Saavedra CPA
Phone
8138056345
Raw XML AppendixShowing 400 of 415 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/PersonNm0HELEN M BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID R MURPHEY III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CAROLINE M SNYDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KYLE L HOLTSINGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MATTHEW M HOLTSINGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ANN LOWRY BROWN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Good Samaritan Clinic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2St Andrews Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Haywood Arts Regional Theatre
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Mountain Projects Inc
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt133 Sims Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt299 Academy St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3250 Pigeon St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42251 Old Balsam Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Sylva
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LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt16496
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt216221
LandEtcSchedule2/LandEtcGrp/BookValueAmt031500
LandEtcSchedule2/LandEtcGrp/BookValueAmt143398
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Mower-1
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Mower-2
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Land
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3Mt Lyn Lowry Property
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt42003 Ford Explorer
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02107
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt16496
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt231500
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt343398
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt416221
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Repairs & Maintenance
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01688
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt19678
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01688
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19678
TaxesSchedule/TaxesDetail/Amt067
TaxesSchedule/TaxesDetail/Amt14943
TaxesSchedule/TaxesDetail/Amt22228
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Property Taxes
TaxesSchedule/TaxesDetail/CategoryTxt2Payroll Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt04943
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt11671
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt067
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1557
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HELEN M BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08138370582
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sumter L Lowry Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0SUMT
ReturnHeader/Filer/EIN0596159389
ReturnHeader/Filer/PhoneNum08138370582
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 18065
ReturnHeader/Filer/USAddress/CityNm0Tampa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.33$0.36$0.03
2023Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.21$0.35$0.15
2022Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.26$0.40$0.14
2021Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.45$0.33$0.12
2020Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.21$0.23$0.03
2019Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.30$0.49$0.19
2018Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$0.20$0.48$0.28
2017Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.98$0.50$0.48
2016Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.53$0.57$0.04
2015Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.27$0.65$0.39
2014Detailed filing. Detailed filing data is available for this year.$8.02$0.00$8.02$0.71$0.71$0.00
2013Detailed filing. Detailed filing data is available for this year.$8.02$0.00$8.02$0.60$0.49$0.11
2012Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.36
2011Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.46