Civic Intelligence

Summit Wellness Foundation Inc.

EIN 82-4357291 • 501(c)3 • Phoenix, AZ

Pub. 78 Eligible990-N CoverageNTEE P52

Profile

Funds are utilized to support the behavioral needs of seniors and to assist care givers in providing effective evaluations of the mental and emotional needs of seniors.

7310 N 16th St 100Phoenix, AZ 85020

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

14th percentile

-30%

Higher net margin than 14% of similar nonprofits.

NTEE P • <$500k nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

NTEE P • <$500k nonprofits • Source year 2025

Asset Growth

41st percentile

-3.7%

Faster asset growth than 41% of similar nonprofits.

NTEE P • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

4th percentile

-99%

Faster revenue growth than 4% of similar nonprofits.

NTEE P • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$27,253

Down $1,033 (-3.7%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$27,253

Down $533 (-1.9%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Down

$1,771

Down $154,385 (-99%) from 2024

Expenses

Down

$2,305

Down $148,226 (-98%) from 2024

Net Income

Down

-$534

Down $6,159 (-109%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$30K$20K$10K$0Assets 2023: $24,577Liabilities 2023: $2,416Net Assets 2023: $22,1612023Assets 2024: $28,286Liabilities 2024: $500Net Assets 2024: $27,7862024Assets 2025: $27,253Net Assets 2025: $27,2532025

Highlighted filing

2025

Assets$27,253
Liabilities-
Net Assets$27,253
Open 2025 Filing

Operations Trend

Revenue Growth4th percentile

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

$200K$100K$0-$100KRevenue 2023: $47,015Expenses 2023: $109,019Net Income 2023: -$62,0042023Revenue 2024: $156,156Expenses 2024: $150,531Net Income 2024: $5,6252024Revenue 2025: $1,771Expenses 2025: $2,305Net Income 2025: -$5342025

Highlighted filing

2025

Revenue$1,771
Expenses$2,305
Net Income-$534
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,253
Liabilities
-
Net assets
$27,253
Revenue
$1,771
Expenses
$2,305
Net income
-$534
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.02$0.02$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.28$0.01$0.28$1.56$1.51$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.02$0.22$0.47$1.09$0.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 10, 2026
Return Version
2025v4.0
Gross Receipts
$1,771
Mission and Program Overview

Mission

Funds are utilized to support the behavioral needs of seniors and to assist care givers in providing effective evaluations of the mental and emotional needs of seniors.

Program Services

DescriptionGrantsExpenses
Funds are utlized to support the behavioral needs of seniors and to assist care givers in providing effective evaluations of the mental and emotional needs of seniors.-$2,305
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew LenickPresident-$0--
Filing and Contact Details

Filer

Filer Name
Summit Wellness Foundation Inc
EIN
82-4357291
Phone
6025358255
Address
7310 N 16th St 100, Phoenix, AZ 85020

Signing Officer

Name
Andrew Lenick
Title
President
Signed
2026-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Steven R Sapper
Address
2008 Hillslake Dr, EL CAJON, CA 92020
Preparer
Steven Sapper
Phone
6192778176
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $325”

Other Expenses.1002

“Office Expenses $1530”

Other Assets.1006

“Pledges and Grants Receivable - Beginning $0 Pledges and Grants Receivable - Ending $450”

Total Liabilities.1

“Due Affliates - Beginning $500 Due Affliates - Ending $0”

Raw XML Appendix127 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Andrew Lenick
IRS990EZ/BooksInCareOfDetail/PhoneNum06025358255
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07310 N 16th St 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Phoenix
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0850208255
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028287
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026803
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01771
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-534
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028287
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027253
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt01771
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027787
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027253
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027787
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027253
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Andrew Lenick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0450
IRS990EZ/OtherExpensesTotalAmt01855
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Funds are utilized to support the behavioral needs of seniors and to assist care givers in providing effective evaluations of the mental and emotional needs of seniors.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Funds are utlized to support the behavioral needs of seniors and to assist care givers in providing effective evaluations of the mental and emotional needs of seniors.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02305
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02305
IRS990EZ/TotalProgramServiceExpensesAmt02305
IRS990EZ/TotalRevenueAmt01771
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01771
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0156156
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt047015
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0133980
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0346327
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0346327
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01771
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0156156
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt047015
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0133980
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07405
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0346327
IRS990ScheduleA/TotalSupportAmt0346327
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Pledges and Grants Receivable - Beginning $0 Pledges and Grants Receivable - Ending $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Due Affliates - Beginning $500 Due Affliates - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrew Lenick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Summit Wellness Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0824357291
ReturnHeader/Filer/PhoneNum06025358255
ReturnHeader/Filer/USAddress/AddressLine1Txt07310 N 16th St 100
ReturnHeader/Filer/USAddress/CityNm0Phoenix
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085020
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steven R Sapper
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02008 Hillslake Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EL CAJON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092020
ReturnHeader/PreparerPersonGrp/PhoneNum06192778176
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven Sapper
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-03-10T10:47:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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