Civic Intelligence

Summit Financial Foundation

990PF • Fiscal year 2018 • EIN 81-3943622

Jan 01, 2018 to Dec 31, 2018 • Filed on May 21, 2019

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$82,311

Up $12,725 (+18%) from 2017

Net Assets

Up

$82,311

Up $12,725 (+18%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin91st percentile

Revenue

Down

$25,466

Down $9,145 (-26%) from 2017

Expenses

Up

$12,741

Up $7,714 (+153%) from 2017

Net Income

Down

$12,725

Down $16,859 (-57%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$300K$200K$100K$0Assets 2017: $69,586Liabilities 2017: $0Net Assets 2017: $69,5862017Assets 2018: $82,311Liabilities 2018: $0Net Assets 2018: $82,3112018Assets 2019: $108,711Liabilities 2019: $0Net Assets 2019: $108,7112019Assets 2020: $122,979Liabilities 2020: $0Net Assets 2020: $122,9792020Assets 2021: $188,573Liabilities 2021: $0Net Assets 2021: $188,5732021Assets 2022: $206,624Liabilities 2022: $0Net Assets 2022: $206,6242022Assets 2023: $196,611Liabilities 2023: $0Net Assets 2023: $196,6112023Assets 2024: $248,467Liabilities 2024: $0Net Assets 2024: $248,4672024

Highlighted filing

2018

Assets$82,311
Liabilities$0
Net Assets$82,311
Open 2018 Filing

Operations Trend

Revenue Growth19th percentile

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

$100K$50K$0-$50KRevenue 2017: $34,611Expenses 2017: $5,027Net Income 2017: $29,5842017Revenue 2018: $25,466Expenses 2018: $12,741Net Income 2018: $12,7252018Revenue 2019: $36,582Expenses 2019: $10,182Net Income 2019: $26,4002019Revenue 2020: $32,488Expenses 2020: $18,220Net Income 2020: $14,2682020Revenue 2021: $73,920Expenses 2021: $8,326Net Income 2021: $65,5942021Revenue 2022: $40,152Expenses 2022: $22,101Net Income 2022: $18,0512022Revenue 2023: $14,614Expenses 2023: $24,627Net Income 2023: -$10,0132023Revenue 2024: $74,486Expenses 2024: $22,630Net Income 2024: $51,8562024

Highlighted filing

2018

Revenue$25,466
Expenses$12,741
Net Income$12,725
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 21, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa HookeyDir, Treas-$0--
Rachael KepkeDirector-$0--
Tami MiceliDir, Sec-$0--
Vanessa SavageDirector-$0--
Steve WilcoxDir, Pres-$0--
Filing and Contact Details

Filer

Filer Name
Summit Financial Foundation
EIN
81-3943622
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Vanessa Savage
Title
President
Phone
8008391754
Signed
2019-05-21
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML AppendixShowing 400 of 411 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/PersonNm0Teresa Hookey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Rachael Kepke
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Tami Miceli
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Vanessa Savage
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Steve Wilcox
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8SHELTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9SLEEP IN HEAVENLY PEACE INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22201 BROADWAY STE 600
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41660 FREISMAN RD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt63102 DELTA FAIR BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 1316
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81333 WILLOW PASS RD STE 206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9456 MADRIN ST 200
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN RAMON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SANTA ROSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LIVERMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BRENTWOOD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SAN RAMON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9TWIN FALLS
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03566
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03566
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02834
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011903
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011903
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02834
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Summit Financial Group
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Wilcox Steve
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02000 Crow Canyon Place Suite 450
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11368 Monterosso Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0San Ramon
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Danville
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt115000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0100
TaxesSchedule/TaxesDetail/Amt06
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Excise Tax for 2017
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VANESSA SAVAGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Summit Financial Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0813943622
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId054CCAE8F7BC02385263C2CCCA723B6609AD4C170
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId078D185D94E59032E4B5D677F857013E059842DEA
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520191645000011
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-06-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.187.244.114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,311
Liabilities
$0
Net assets
$82,311
Revenue
$25,466
Expenses
$12,741
Net income
$12,725
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.74$0.23$0.52
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.15$0.25$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.40$0.22$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.74$0.08$0.66
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.32$0.18$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.37$0.10$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.25$0.13$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.35$0.05$0.30