Civic Intelligence

The Summerlee Foundation

990T • Fiscal year 2023 • EIN 75-2252355

Jul 01, 2022 to Jun 30, 2023 • Filed on Jun 15, 2024

Organization Profile

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5556 Caruth Haven LaneDallas, TX 75225

(214) 363-9000

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2011: $59,595,894Liabilities 2011: $1,642,0412011Assets 2012: $54,555,906Liabilities 2012: $4,044,1512012Assets 2013: $56,243,496Liabilities 2013: $3,265,0872013Assets 2014: $61,303,144Liabilities 2014: $2,082,6752014Assets 2015: $68,481,243Liabilities 2015: $6,726,2642015Assets 2019: $69,960,356Liabilities 2019: $1,960,0732019Assets 2020: $68,250,809Liabilities 2020: $2,957,0222020Assets 2021: $80,281,141Liabilities 2021: $1,476,810Net Assets 2021: $78,804,3312021Assets 2022: $74,165,879Liabilities 2022: $1,227,996Net Assets 2022: $72,937,8832022Assets 2023: $76,395,297Liabilities 2023: $1,379,478Net Assets 2023: $75,015,8192023Assets 2024: $80,616,840Liabilities 2024: $1,402,145Net Assets 2024: $79,214,6952024

Latest loaded filing

2024

Assets$80,616,840
Liabilities$1,402,145
Net Assets$79,214,695
Open 2024 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,624,780Expenses 2011: $2,516,202Net Income 2011: $108,5782011Revenue 2012: $3,089,598Expenses 2012: $5,399,928Net Income 2012: -$2,310,3302012Revenue 2013: $2,288,515Expenses 2013: $2,642,565Net Income 2013: -$354,0502013Revenue 2014: $3,512,043Expenses 2014: $2,086,251Net Income 2014: $1,425,7922014Revenue 2015: $7,550,176Expenses 2015: $4,029,195Net Income 2015: $3,520,9812015Revenue 2019: $2,857,287Expenses 2019: $2,905,779Net Income 2019: -$48,4922019Revenue 2020: $3,862,090Expenses 2020: $5,383,415Net Income 2020: -$1,521,3252020Revenue 2021: $3,495,021Expenses 2021: $2,183,310Net Income 2021: $1,311,7112021Revenue 2022: $6,129,809Expenses 2022: $4,032,707Net Income 2022: $2,097,1022022Revenue 2023: $3,553,093Expenses 2023: $4,268,713Net Income 2023: -$715,6202023Revenue 2024: $5,140,114Expenses 2024: $3,917,799Net Income 2024: $1,222,3152024

Latest loaded filing

2024

Revenue$5,140,114
Expenses$3,917,799
Net Income$1,222,315
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jun 15, 2024
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
The Summerlee Foundation
EIN
75-2252355
Phone
2143639000
Address
5556 CARUTH HAVEN LANE, DALLAS, TX 75225

Signing Officer

Name
Gary N Smith
Title
President
Phone
2143639000
Signed
2024-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
8343 DOUGLAS AVENUE STE 400, DALLAS, TX 75225
Preparer
Curtis Maxfield
Phone
2143939300
Raw XML Appendix118 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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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
-
Net assets
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Revenue
-
Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$80.6$1.40$79.2$5.14$3.92$1.22
2023Detailed filing. Detailed filing data is available for this year.$76.4$1.38$75.0$3.55$4.27$0.72
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$74.2$1.23$72.9$6.13$4.03$2.10
2021Detailed filing. Detailed filing data is available for this year.$80.3$1.48$78.8$3.50$2.18$1.31
2020Summary only. Only limited summary data is available for this year.$68.3$2.96$3.86$5.38$1.52
2019Summary only. Only limited summary data is available for this year.$70.0$1.96$2.86$2.91$0.05
2015Summary only. Only limited summary data is available for this year.$68.5$6.73$7.55$4.03$3.52
2014Summary only. Only limited summary data is available for this year.$61.3$2.08$3.51$2.09$1.43
2013Summary only. Only limited summary data is available for this year.$56.2$3.27$2.29$2.64$0.35
2012Summary only. Only limited summary data is available for this year.$54.6$4.04$3.09$5.40$2.31
2011Summary only. Only limited summary data is available for this year.$59.6$1.64$2.62$2.52$0.11