Civic Intelligence

Somerset Foundation Inc

EIN 87-1811420 • Winter Park, FL

405 Lakewood DriverWinter Park, FL 32789
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

50th percentile

1.1%

Higher net margin than 50% of similar nonprofits.

<$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.

<$500k nonprofits • Source year 2024

Asset Growth

57th percentile

0.1%

Faster asset growth than 57% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-94%

Faster revenue growth than 7% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$12,521

Up $9 (+0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$12,521

Up $9 (+0.1%) from 2023

Revenue

Down

$789

Down $11,723 (-94%) from 2023

Expenses

Up

$780

Up $780 from 2023

Net Income

Down

$9

Down $12,503 (-100%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2021: $1Liabilities 2021: $1Net Assets 2021: $02021Assets 2022: $1Liabilities 2022: $1Net Assets 2022: $02022Assets 2023: $12,512Liabilities 2023: $0Net Assets 2023: $12,5122023Assets 2024: $12,521Liabilities 2024: $0Net Assets 2024: $12,5212024

Highlighted filing

2024

Assets$12,521
Liabilities$0
Net Assets$12,521

Operations Trend

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

$15K$10K$5.0K$0Revenue 2021: $1Expenses 2021: $0Net Income 2021: $12021Revenue 2022: $1Expenses 2022: $0Net Income 2022: $12022Revenue 2023: $12,512Expenses 2023: $0Net Income 2023: $12,5122023Revenue 2024: $789Expenses 2024: $780Net Income 2024: $92024

Highlighted filing

2024

Revenue$789
Expenses$780
Net Income$9

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 1, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROY W BLOCKPresident/Director-$0--
JO-ANNE E STEVENSON-BLOCKVice President/Director-$0--
Filing and Contact Details

Filer

Filer Name
Somerset Foundation Inc
EIN
87-1811420
In Care Of
% ROY W BLOCK
Phone
4072560509
Address
405 LAKEWOOD DRIVER, WINTER PARK, FL 32789

Signing Officer

Name
Roy Block
Title
President
Phone
4072560509
Signed
2025-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
200 S ORANGE AVESTE 1200, ORLANDO, FL 32801-3400
Preparer
Pedro a Hilera CPA
Phone
4078491569
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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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