Civic Intelligence

Sumnersnelsonthompson Foundation C/O Michael a Mouron

990PF • Fiscal year 2020 • EIN 63-6215560

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
402 Office Park Drive No 150Birmingham, AL 35223

(205) 949-3848

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

11th percentile

-83%

Higher net margin than 11% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

20th percentile

-17%

Faster asset growth than 20% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-57%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$91,464

Down $19,106 (-17%) from 2019

Net Assets

Down

$91,464

Down $19,106 (-17%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin11th percentile

Revenue

Down

$23,006

Down $30,411 (-57%) from 2019

Expenses

Down

$42,112

Down $80,814 (-66%) from 2019

Net Income

Up

-$19,106

Up $50,403 (+73%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$800K$600K$400K$200K$0Assets 2011: $661,217Liabilities 2011: $02011Assets 2012: $518,947Liabilities 2012: $02012Assets 2013: $434,667Liabilities 2013: $0Net Assets 2013: $434,6672013Assets 2014: $605,203Liabilities 2014: $0Net Assets 2014: $605,2032014Assets 2015: $388,289Liabilities 2015: $0Net Assets 2015: $388,2892015Assets 2016: $269,810Liabilities 2016: $0Net Assets 2016: $269,8102016Assets 2017: $219,570Liabilities 2017: $0Net Assets 2017: $219,5702017Assets 2018: $180,079Liabilities 2018: $0Net Assets 2018: $180,0792018Assets 2019: $110,570Liabilities 2019: $0Net Assets 2019: $110,5702019Assets 2020: $91,464Liabilities 2020: $0Net Assets 2020: $91,4642020Assets 2021: $124,815Liabilities 2021: $0Net Assets 2021: $124,8152021Assets 2022: $37,131Liabilities 2022: $0Net Assets 2022: $37,1312022Assets 2023: $32,061Liabilities 2023: $0Net Assets 2023: $32,0612023Assets 2024: $27,309Liabilities 2024: $0Net Assets 2024: $27,3092024

Highlighted filing

2020

Assets$91,464
Liabilities$0
Net Assets$91,464
Open 2020 Filing

Operations Trend

Revenue Growth18th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: -$52,906Expenses 2011: $280,543Net Income 2011: -$333,4492011Revenue 2012: $8,345Expenses 2012: $150,615Net Income 2012: -$142,2702012Revenue 2013: $116,303Expenses 2013: $200,583Net Income 2013: -$84,2802013Revenue 2014: $341,369Expenses 2014: $170,833Net Income 2014: $170,5362014Revenue 2015: -$61,233Expenses 2015: $155,681Net Income 2015: -$216,9142015Revenue 2016: $26,054Expenses 2016: $144,533Net Income 2016: -$118,4792016Revenue 2017: $51,087Expenses 2017: $101,327Net Income 2017: -$50,2402017Revenue 2018: $81,206Expenses 2018: $120,697Net Income 2018: -$39,4912018Revenue 2019: $53,417Expenses 2019: $122,926Net Income 2019: -$69,5092019Revenue 2020: $23,006Expenses 2020: $42,112Net Income 2020: -$19,1062020Revenue 2021: $56,758Expenses 2021: $23,407Net Income 2021: $33,3512021Revenue 2022: $23,531Expenses 2022: $111,215Net Income 2022: -$87,6842022Revenue 2023: $10,787Expenses 2023: $15,857Net Income 2023: -$5,0702023Revenue 2024: $6,000Expenses 2024: $10,752Net Income 2024: -$4,7522024

Highlighted filing

2020

Revenue$23,006
Expenses$42,112
Net Income-$19,106
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL A MOURONTrustee-$0--
JOHN T MAINTrustee-$0--
LYNN W JINKSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sumnersnelsonthompson Foundation
EIN
63-6215560
Phone
2059493848
Address
402 OFFICE PARK DRIVE NO 150, BIRMINGHAM, AL 35223

Signing Officer

Name
Mike Mouron
Title
Trustee
Phone
2059493848
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Horton Lee Burnett Et Al Pc
Address
3800 COLONNADE PKWY SUITE 500, BIRMINGHAM, AL 35243
Preparer
Lee Benson
Phone
2059679744
Raw XML Appendix346 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/PersonNm0MICHAEL A MOURON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL CONTRIBUTIONGENERAL CONTRIBUTION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF ALABAMA AT BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF ALABAMA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24445 MONTEVALLO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31720 2ND AVE S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4105 STUDENT SERVICES CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BIRMINGHAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BIRMINGHAM
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0102975
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt094362
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt069221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0110854
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt096811
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0404842
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027430
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0102975
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt094362
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt069221
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0110854
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06051
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06051
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE MOURON
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE BENSON
ReturnHeader/ReturnTs02021-11-15T11:08:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MIKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOURON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,464
Liabilities
$0
Net assets
$91,464
Revenue
$23,006
Expenses
$42,112
Net income
-$19,106
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.06$0.11$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.11$0.16$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.24$1.11$0.88
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.57$0.23$0.33
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.23$0.42$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.53$1.23$0.70
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.81$1.21$0.39
2017Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.51$1.01$0.50
2016Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.26$1.45$1.18
2015Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.61$1.56$2.17
2014Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$3.41$1.71$1.71
2013Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$1.16$2.01$0.84
2012Summary only. Only limited summary data is available for this year.$5.19$0.00$0.08$1.51$1.42
2011Summary only. Only limited summary data is available for this year.$6.61$0.00$0.53$2.81$3.33