Civic Intelligence

Summit Wellness Foundation Inc.

990EZ • Fiscal year 2024 • EIN 82-4357291

Jan 01, 2024 to Dec 31, 2024 • Filed on May 12, 2025

Organization ProfileN/A
7310 N 16th St 100Phoenix, AZ 85020

(602) 535-8255

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2024 filings • NTEE P • <$500k nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

2024 filings • NTEE P • <$500k nonprofits • Source year 2024

Net Margin

46th percentile

3.6%

Higher net margin than 46% of similar nonprofits.

2024 filings • NTEE P • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

2024 filings • NTEE P • <$500k nonprofits • Source year 2024

Asset Growth

64th percentile

15%

Faster asset growth than 64% of similar nonprofits.

2024 filings • NTEE P • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

232%

Faster revenue growth than 93% of similar nonprofits.

2024 filings • NTEE P • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$28,286

Up $3,709 (+15%) from 2023

Net Assets

Up

$27,786

Up $5,625 (+25%) from 2023

Liabilities

Down

$500

Down $1,916 (-79%) from 2023

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin46th percentile

Revenue

Up

$156,156

Up $109,141 (+232%) from 2023

Expenses

Up

$150,531

Up $41,512 (+38%) from 2023

Net Income

Up

$5,625

Up $67,629 (+109%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$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

2024

Assets$28,286
Liabilities$500
Net Assets$27,786
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

2024

Revenue$156,156
Expenses$150,531
Net Income$5,625
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$156,156
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.

To serve and support the senior community in times of need. To aid seniors to allow them to effectively age in place.

Program Services

DescriptionGrantsExpenses
Grant funds were utilized to support the behavioral needs of seniors and to assist care givers in providing effective evaluations on the mental and emotional needs of seniors.-$150,530
Compensation and Service Providers
Top Officer Pay81st 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
2025-05-12
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 $47”

Other Expenses.1002

“Office Expenses $1466”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $2416 Accounts Payable and Accrued Expenses - Ending $500”

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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum06025358255
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07310 N 16th St Ste 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Phoenix
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085020
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024577
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To serve and support the senior community in times of need. To aid seniors to allow them to effectively age in place.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0150530
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IRS990EZ/SpecialEventsDirectExpensesAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0150531
IRS990EZ/TotalProgramServiceExpensesAmt0150530
IRS990EZ/TotalRevenueAmt0156156
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0156156
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0133980
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02550
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalSupportAmt0347106
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $47
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1001
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrew Lenick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02025-05-12T17:31:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$28,286
Liabilities
$500
Net assets
$27,786
Revenue
$156,156
Expenses
$150,531
Net income
$5,625
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