Civic Intelligence

The Greater Sum Inc

EIN 81-2326204 • Jacksonville, FL

PO Box 60992Jacksonville, FL 32236
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

55th percentile

0.04x

Higher debt load relative to assets than 55% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.19x

Higher debt load relative to revenue than 71% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

15th percentile

-26%

Higher net margin than 15% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$139,909

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 46.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

21st percentile

-5.0%

Faster asset growth than 21% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-72%

Faster revenue growth than 3% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$1,515,831

Down $80,030 (-5.0%) from 2023

Liabilities

Down

$57,518

Down $52,512 (-48%) from 2023

Net Assets

$1,458,313

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue71st percentileNet Margin15th percentile

Revenue

Down

$300,519

Down $781,320 (-72%) from 2023

Expenses

Down

$379,633

Down $13,739 (-3.5%) from 2023

Net Income

Down

-$79,114

Down $767,581 (-111%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2017: $962,217Liabilities 2017: $0Net Assets 2017: $962,2172017Assets 2018: $753,242Liabilities 2018: $0Net Assets 2018: $753,2422018Assets 2019: $421,539Liabilities 2019: $0Net Assets 2019: $421,5392019Assets 2020: $1,288,523Liabilities 2020: $47,392Net Assets 2020: $1,241,1312020Assets 2021: $1,038,344Liabilities 2021: $2,323Net Assets 2021: $1,036,0212021Assets 2022: $653,736Liabilities 2022: $58,344Net Assets 2022: $595,3922022Assets 2023: $1,595,861Liabilities 2023: $110,0302023Assets 2024: $1,515,831Liabilities 2024: $57,518Net Assets 2024: $1,458,3132024

Highlighted filing

2024

Assets$1,515,831
Liabilities$57,518
Net Assets$1,458,313
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2017: $1,052,012Expenses 2017: $102,370Net Income 2017: $949,6422017Revenue 2018: $136,195Expenses 2018: $345,174Net Income 2018: -$208,9792018Revenue 2019: $18,262Expenses 2019: $349,965Net Income 2019: -$331,7032019Revenue 2020: $1,067,532Expenses 2020: $247,940Net Income 2020: $819,5922020Revenue 2021: $71,629Expenses 2021: $318,530Net Income 2021: -$246,9012021Revenue 2022: $2,828Expenses 2022: $284,519Net Income 2022: -$281,6912022Revenue 2023: $1,081,839Expenses 2023: $393,372Net Income 2023: $688,4672023Revenue 2024: $300,519Expenses 2024: $379,633Net Income 2024: -$79,1142024

Highlighted filing

2024

Revenue$300,519
Expenses$379,633
Net Income-$79,114
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,515,831
Liabilities
$57,518
Net assets
$1,458,313
Revenue
$300,519
Expenses
$379,633
Net income
-$79,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.06$1.46$0.30$0.38$0.08
2023Summary only. Only limited summary data is available for this year.$1.60$0.11$1.08$0.39$0.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.06$0.60$0.00$0.28$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.07$0.32$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.05$1.24$1.07$0.25$0.82
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.02$0.35$0.33
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.14$0.35$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$1.05$0.10$0.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 22, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNA TAYLORExecutive DirectorFT$127,461$12,448$139,909
TODD SILVERSTEINTreasurer-$0--
ELLEN THOMASBoard Member-$0--
WADE T BROOKSBoard Member-$0--
JUSTIN CHAD HUNSAKERChairman Of The Board-$0--
RICHARD MANDELBoard Member-$0--
LAWRENCE SMITHBoard Member-$0--
PAUL MORRISBoard Member-$0--
JOHNTA HATCHETTBoard Member-$0--
LAUREN DALEYBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Greater Sum Inc
EIN
81-2326204
Phone
9049904389
Address
PO BOX 60992, JACKSONVILLE, FL 32236

Signing Officer

Name
Anna Taylor
Title
Executive Director
Phone
9049904389
Signed
2025-08-22
Discuss with paid preparer
Yes

Preparer

Firm
James Moore & Co Pl
Address
5931 NW 1ST PL, GAINESVILLE, FL 32607-2063
Preparer
Corinne Laroche
Phone
3523781331
Raw XML AppendixShowing 400 of 700 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/PersonNm2WADE T BROOKS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5RICHARD MANDEL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4CHAIRMAN OF THE BOARD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9BOARD MEMBER
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IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02016-09-26
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt01082449
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE ORGANIZATION PERFORMED WORK FOR THE ASPEN INSTITUTE, INC., A GLOBAL 501(C)(3) NONPROFIT ORGANIZATION THAT WORKS WITH PARTNERS TO BUILD A FREE, JUST, AND EQUITABLE SOCIETY.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JACKSONVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum09049904389
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.THEGREATERSUM.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROGRAMS FOR NONPROFITS - THE FOUNDATION IDENTIFIES INNOVATIVE EARLY-STAGE ORGANIZATIONS IN NEED OF STRATEGIC SUPPORT IN ORDER TO EXPAND THE IMPACT OF THEIR PROMISING WORK IN THE FOUNDATION'S FOCUS AREAS OF EDUCATION, ENVIRONMENT, COMMUNITY-BUILDING, AND HEALTH. IN 2024 ACTIVITIES INCLUDED TWO MAJOR PROGRAMS: A VIRTUAL INCUBATOR WITH AN ONLINE CURRICULUM, FACILITATED GROUP COACHING, AND PEER CHAT SESSIONS AND AN ACCELERATOR PROGRAM THAT INCLUDED FUNDRAISING TRAINING AND COACHING, VIDEO PRODUCTION, AND FACILITATED PEER CHAT SESSIONS. 2024 EXPENSES INCLUDED BLOOMERANG, GRATAVID AND ZOOM SUBSCRIPTIONS AND STAFFING.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0EDUCATIONAL MATERIALS & EVENTS - THE FOUNDATION ENSURES THAT VOLUNTEERS HAVE THE KNOWLEDGE AND SKILLS NEEDED TO ASSIST THEIR NONPROFIT PARTNERS IN NAVIGATING SECTOR CHALLENGES, AND THAT MEMBERS OF OUR NONPROFIT COMMUNITY, BEYOND THOSE FUNDED BY THE FOUNDATION BENEFIT FROM SME EXPERIENCE AND NONPROFIT BEST PRACTICES. 2024 ACTIVITIES INCLUDED VIDEO PRODUCTION, E-NEWSLETTERS, SOCIAL MEDIA, AND OUR SUMMER CONSULTING SERIES. 2024 EXPENSES INCLUDED SUBSCRIPTIONS, MEMBERSHIPS AND CONSULTING EXPERTS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0139331
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt062821
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE STATEMENT APPLICATION AND INSTRUCTIONS ARE AVAILABLE ONLINE AT HTTPS://THEGREATERSUM.ORG/VIRTUAL-INCUBATOR-INFO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE GREATER SUM INC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09049904389
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 60992
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd032236
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GREATER SUM MAKES GRANTS TO GRADUATES OF THE VIRTUAL INCUBATOR PROGRAM THROUGH A PITCH COMPETITION: THE GRAND PRIZE IS $10,000 AND A COHORT OF PARTICIPANTS ARE INVITED TO OUR ANNUAL FUNDRAISING ACCELERATOR, WHICH AWARDS MATCHING GRANTS OF UP TO $5,000. LIMITATIONS ARE LISTED AT HTTPS://THEGREATERSUM.ORG/VIRTUAL-INCUBATOR-INFO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JUNE 16TH - PITCH COMPETITION
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0TODD SILVERSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt021401
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt11577
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt211511
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt310905
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0AFGHAN FEMALE STUDENT OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1EMPOWR
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2TEETOTAL INITIATIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3WORLD TUTORS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt010 SEQUIN ROAD

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