Civic Intelligence

The Greater Sum Inc

990PF • Fiscal year 2020 • EIN 81-2326204

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

1467 Challen AveJacksonville, FL 32205

(904) 990-4589

Siviq Scores

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

Liabilities / Assets

51st percentile

0.04x

Higher debt load relative to assets than 51% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

46th percentile

0.04x

Higher debt load relative to revenue than 46% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

97th percentile

206%

Faster asset growth than 97% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

5746%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,288,523

Up $866,984 (+206%) from 2019

Net Assets

Up

$1,241,131

Up $819,592 (+194%) from 2019

Liabilities

Up

$47,392

Up $47,392 from 2019

Revenue

Up

$1,067,532

Up $1,049,270 (+5746%) from 2019

Expenses

Down

$247,940

Down $102,025 (-29%) from 2019

Net Income

Up

$819,592

Up $1,151,295 (+347%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$1,288,523
Liabilities$47,392
Net Assets$1,241,131

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$1,067,532
Expenses$247,940
Net Income$819,592
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anna TaylorExecutive DirectorFT$105,340$6,320$111,660
Todd SilversteinFounder And Board Member-$0--
Ellen ThomasBoard Member-$0--
Wade T BrooksBoard Member-$0--
Justin Chad HunsakerChairman Of The Board-$0--
Richard MandelBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Greater Sum Inc
EIN
81-2326204
Phone
9049904589
Address
1467 Challen Ave, Jacksonville, FL 32205

Signing Officer

Name
Anna Taylor
Title
Officer
Phone
9049904589
Signed
2021-05-11

Preparer

Firm
The Nichols Group PA
Address
1635 Eagle Harbor Pkwy Ste 4, Fleming Island, FL 32003
Preparer
Esther D Nichols
Phone
9042641665
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Anna Taylor
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01467 Challen Ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Jacksonville
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.THEGREATERSUM.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Programs for Nonprofits See attachment - miscellaneous statement Form 990-PF, Part IX-A, Line 1 Statement 1
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Education Materials & Events See attachment - miscellaneous statement Form 990-PF, Part IX-A, Line 1 Statement 2
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Grant Funding See attachment - miscellaneous statement Form 990-PF, Part IX-A, Line 1 Statement 3
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Application and instructions are online at https://thegreatersum.org/grant-application/
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0The Greater Sum Inc
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09049904589
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01467 Challen Ave
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Jacksonville
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Funding up to $25,000 with limitations listed at https://thegreatersum.org/grant-application/
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0August 6th
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Todd Silverstein
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0801
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt112645
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2431
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt82442
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0Offers free yoga and meditationto the underserved and marginalized.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1Wesley House assists the studentresidences of Wesley House a safeplace to live and study........
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2Breaks cycle of poverty for women andchildren through skills-based educationand training programs......
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3Providing data needed to holdelected representatives accountable.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt4Connects underrepresented US Veterans,Active Duty members and theirfamilies with plants and nature.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt5Trains girls in leadership andlife skills through soccer with female coaches
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt6Target localities to improvelegal protections of animals
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt7Create life-saving care and educationbundles for mothers and newborns inneed in South Asia.............
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt8Creating equitable access to engagingand authentic artistic and culturalexperiences in arts education.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0Yoga Loka
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1Wesley House
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2Karat School Project
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3Issue Voter
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt4Heroic Gardens
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt5Girls Leading Girls
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt6Defend Them All
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt7Barakat Bundle
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt8Art Prevails Project
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0425 Northeast 10th Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt15710 Hardy Avenue 12
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt2801 Alma St Unit 313
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt31000 N Alameda St Suite 240
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt41043 Washington Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt53145 Geary Blvd 402
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt625 NW 23rd Place
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt749 Chandler Place
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt8PO Box 5142
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Gainesville
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2Palo Alto
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm3Los Angelas
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm4Jenkintown
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm5San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm6Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm7Newton Upper Falls
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm8Fort Lauderdale
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt320000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Build capacity and serve morecommunities.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Expand localresponse teampilot program.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Support growingteam.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Support SurvivorWealth Summit.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Strengthen datacollection, developstrategic growth model
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Create new preventioneducation materials andscale their consent Summit event.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt07000 Languages
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Child Life Disaster Relief
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Cures Within Reach for Cancer
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FreeFrom
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Lori's Hands
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SafeBAE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC

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