Civic Intelligence

Frederick & Frances Sommer Foundation

990PF • Fiscal year 2014 • EIN 86-0745338

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 21, 2015

Organization Profile
PO Box 262Prescott, AZ 86302

(928) 776-0240

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

3rd percentile

-140%

Higher net margin than 3% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

30th percentile

$20,510

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 62.3% of source-year revenue.

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

34th percentile

-0.8%

Faster asset growth than 34% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-41%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$6,065,814

Down $46,108 (-0.8%) from 2013

Net Assets

Down

$6,065,586

Down $46,211 (-0.8%) from 2013

Liabilities

Up

$228

Up $103 (+82%) from 2013

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin3rd percentile

Revenue

Down

$32,913

Down $22,609 (-41%) from 2013

Expenses

Up

$79,124

Up $9,074 (+13%) from 2013

Net Income

Down

-$46,211

Down $31,683 (-218%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,245,392Liabilities 2010: $125Net Assets 2010: $6,245,2672010Assets 2011: $6,214,810Liabilities 2011: $125Net Assets 2011: $6,214,6852011Assets 2012: $6,126,450Liabilities 2012: $125Net Assets 2012: $6,126,3252012Assets 2013: $6,111,922Liabilities 2013: $125Net Assets 2013: $6,111,7972013Assets 2014: $6,065,814Liabilities 2014: $228Net Assets 2014: $6,065,5862014Assets 2015: $6,012,467Liabilities 2015: $125Net Assets 2015: $6,012,3422015Assets 2016: $5,974,036Liabilities 2016: $125Net Assets 2016: $5,973,9112016Assets 2017: $5,918,477Liabilities 2017: $125Net Assets 2017: $5,918,3522017Assets 2018: $5,854,192Liabilities 2018: $125Net Assets 2018: $5,854,0672018Assets 2019: $5,836,122Liabilities 2019: $70Net Assets 2019: $5,836,0522019Assets 2020: $5,806,498Liabilities 2020: $1,511Net Assets 2020: $5,804,9872020Assets 2021: $5,794,438Liabilities 2021: $1,511Net Assets 2021: $5,792,9272021Assets 2023: $5,983,451Liabilities 2023: $3,511Net Assets 2023: $5,979,9402023Assets 2024: $5,965,829Liabilities 2024: $3,511Net Assets 2024: $5,962,3182024

Highlighted filing

2014

Assets$6,065,814
Liabilities$228
Net Assets$6,065,586
Open 2014 Filing

Operations Trend

Revenue Growth8th percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $83,7252010Expenses 2011: $81,3222011Expenses 2012: $95,0212012Revenue 2013: $55,522Expenses 2013: $70,050Net Income 2013: -$14,5282013Revenue 2014: $32,913Expenses 2014: $79,124Net Income 2014: -$46,2112014Revenue 2015: $18,247Expenses 2015: $71,491Net Income 2015: -$53,2442015Revenue 2016: $30,293Expenses 2016: $68,724Net Income 2016: -$38,4312016Revenue 2017: $11,405Expenses 2017: $66,964Net Income 2017: -$55,5592017Revenue 2018: $1,987Expenses 2018: $66,272Net Income 2018: -$64,2852018Revenue 2019: $19,259Expenses 2019: $37,274Net Income 2019: -$18,0152019Revenue 2020: $434Expenses 2020: $31,499Net Income 2020: -$31,0652020Revenue 2021: $3,491Expenses 2021: $15,551Net Income 2021: -$12,0602021Revenue 2023: $38,585Expenses 2023: $15,111Net Income 2023: $23,4742023Revenue 2024: $298Expenses 2024: $17,920Net Income 2024: -$17,6222024

Highlighted filing

2014

Revenue$32,913
Expenses$79,124
Net Income-$46,211
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 21, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEREMY COXTrusteePT$20,510-$20,510
NAOMI LYONSTrusteePT$20,510-$20,510
AMY JASPERSTrustee-$2,360-$2,360
Filing and Contact Details

Filer

Filer Name
Frederick & Frances Sommer Foundation
EIN
86-0745338
Phone
9287760240
Address
PO BOX 262, PRESCOTT, AZ 86302

Signing Officer

Name
Naomi Lyons
Title
Trustee
Signed
2015-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Jaspers & Goggin Pllc
Address
3611 CROSSINGS DR STE B, PRESCOTT, AZ 86305
Preparer
Amy K Jaspers
Phone
9284454797
Raw XML Appendix310 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/PersonNm0JEREMY COX
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1901 CANYON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2901 CANYON
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0PRORATED PAYROLL AND OTHER DIRECT EXPENSES RELATED TO BOOK ON THE LIFE AND ART OF FREDERICK SOMMER
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt054245
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt044498
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt055443
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056429
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt052116
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0295650
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0243534
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt013561
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt161469
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt210179
LandEtcSchedule2/LandEtcGrp/BookValueAmt02681
LandEtcSchedule2/LandEtcGrp/BookValueAmt1112931
LandEtcSchedule2/LandEtcGrp/BookValueAmt218616
LandEtcSchedule2/LandEtcGrp/BookValueAmt343600
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt016242
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1174400
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt228795
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt343600
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt016242
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1143641
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt228795
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt3106500
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05641450
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt196908
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt255148
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt39958
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt425639
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt5500
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ART WORK
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1BOOK PROJECT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2BOOKS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3HOUSEHOLD INVENTORY
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4PHOTOGRAPHIC EQUIPMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5REPRODUCTION RIGHTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05628950
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt193190
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt255148
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt39958
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt425639
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt5500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05628950
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt193190
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt255148
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt39958
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt425639
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt5500
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BOOK EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DATABASE DEVELOPMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03717
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1533
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21447
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03717
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1533
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22286
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3761
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4414
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BOOK ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1LECTURE FEES
OtherIncomeSchedule2/OtherIncomeDetail/Desc2REPRODUCTION FEE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01453
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11856
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2100
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NAOMI LYONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FREDERICK & FRANCES SOMMER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0860745338
ReturnHeader/Filer/PhoneNum09287760240
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 262
ReturnHeader/Filer/USAddress/CityNm0PRESCOTT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd086302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JASPERS & GOGGIN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03611 CROSSINGS DR STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PRESCOTT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd086305
ReturnHeader/PreparerPersonGrp/PhoneNum09284454797
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amy K Jaspers
ReturnHeader/ReturnTs02015-10-21T15:14:58-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,065,814
Liabilities
$228
Net assets
$6,065,586
Revenue
$32,913
Expenses
$79,124
Net income
-$46,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.96$0.00$0.02$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.04$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.00$0.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.80$0.00$0.03$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.02$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.00$0.07$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.01$0.07$0.06
2016Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.03$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.02$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.03$0.08$0.05
2013Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.06$0.07$0.01
2012Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.10
2011Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.08
2010Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.08