Civic Intelligence

The Permian Summit Foundation

990 • Fiscal year 2023 • EIN 88-0980084

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 22, 2024

Organization ProfileWWW.PERMIANSUMMITFOUNDATION.ORG
1232 Bergen Parkway 208Evergreen, CO 80439

(205) 331-8515

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.86x

Higher debt load relative to assets than 93% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

94th percentile

0.83x

Higher debt load relative to revenue than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

100th percentile

8998%

Faster asset growth than 100% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

151%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Flat

$249,381

Flat from 2023

Net Assets

Flat

$34,381

Flat from 2023

Liabilities

Flat

$215,000

Flat from 2023

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin65th percentile

Revenue

Flat

$260,345

Flat from 2023

Expenses

Flat

$228,099

Flat from 2023

Net Income

Flat

$32,246

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$400K$300K$200K$100K$0Assets 2022: $2,741Liabilities 2022: $0Net Assets 2022: $2,7412022Assets 2023: $249,381Liabilities 2023: $215,000Net Assets 2023: $34,3812023Assets 2023: $249,381Liabilities 2023: $215,000Net Assets 2023: $34,3812023Assets 2024: $381,127Liabilities 2024: $299,152Net Assets 2024: $81,9752024

Highlighted filing

2023

Assets$249,381
Liabilities$215,000
Net Assets$34,381
Open 2023 Filing

Operations Trend

Revenue Growth93rd percentile

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

$400K$300K$200K$100K$0Revenue 2022: $103,673Expenses 2022: $100,932Net Income 2022: $2,7412022Revenue 2023: $260,345Expenses 2023: $228,099Net Income 2023: $32,2462023Revenue 2023: $260,345Expenses 2023: $228,099Net Income 2023: $32,2462023Revenue 2024: $379,170Expenses 2024: $330,820Net Income 2024: $48,3502024

Highlighted filing

2023

Revenue$260,345
Expenses$228,099
Net Income$32,246
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 22, 2024
Return Version
2023v5.1
Gross Receipts
$434,001
Mission and Program Overview

Mission

Supporting underserved causes in the permian basin through our fundraising event, the permian basin rocky mountain golf summit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,741$248,160▲ $245,419
Prepaid Expenses and Deferred Charges$0$1,221▲ $1,221
Total Assets$2,741$249,381▲ $246,640
Liabilities
Grants Payable$0$215,000▲ $215,000
Total Liabilities$0$215,000▲ $215,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,741$34,381▲ $31,640
Total Net Assets Fund Balance$2,741$34,381▲ $31,640
Total Liabilities and Net Assets / Fund Balance$2,741$249,381▲ $246,640
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Ryan P DobbsPresident
Aaron TenenholzBoard Member
Jack Blake JrBoard Member
Julie HinkleBoard Member
Matt SmithBoard Member
Matthew WilcoxsonBoard Member
Skylar FastBoard Member
Taylor ThoresonBoard Member
Sean W MarshallExec Dir/treasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$332,351
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-72,006
All Other Contributions
$72,699
Change in Net Assets
$32,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$215,000
Other Expenses$13,099
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$215,000--$215,000
Office Expenses$6,938$1,734-$8,672
Advertising-$2,677-$2,677
Fees for Services Other-$1,750-$1,750
Total Functional Expenses$221,938$6,161$0$228,099
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
HARMONY HOME CHILDREN'S ADVOCACY CENTEROdessa, TX501(c)(3)Operational Support$215,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$173,656
Fundraising Gross Income$101,650
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Event$361,302$101,650$173,656$-72,006
Total Events$361,302$101,650$173,656$-72,006
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization distributes the form 990 to the board members for review and comment prior to filing.”

Form 990, Part VI, Section C, Line 19

“The governing documents are available upon request to the board of directors through the executive director.”

Filing and Contact Details

Filer

Filer Name
The Permian Summit Foundation
EIN
88-0980084
Phone
2053318515
Address
1232 BERGEN PARKWAY 208, EVERGREEN, CO 80439

Signing Officer

Name
Sean W Marshall
Title
Treasurer
Phone
7204991455
Signed
2024-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean W Marshall
Formed
2022
Legal Domicile
Co
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
12

Preparer

Firm
Randy Walker & Co
Address
7800 IH 10 WEST STE 505, SAN ANTONIO, TX 78230
Preparer
Randy L Walker CPA
Phone
2103669430
Supplemental Narrative

Additional Explanations

Section 1.263(A)-1(F) De Minimis Safe Harbor Election

“Permian summit foundation 1232 bergen parkway, suite 208 evergreen, co 80439 employer identification number: 88-0980084 for the year ending december 31, 2023 permian summit foundation is making the de minimis safe harbor election under reg. Sec. 1.263(a)-1(f).”

Raw XML Appendix355 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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IRS990/Desc0THE PERMIAN SUMMIT FOUNDATION HOSTED ITS INAUGURAL FUNDRAISING EVENT, THE PERMIAN BASIN ROCKY MOUNTAIN GOLF SUMMIT IN AUGUST OF 2023. THE EVENT DREW OVER 100 OIL AND GAS PROFESSIONALS FROM VARIOUS PLACES IN THE COUNTRY TO COLORADO SPRINGS, COLORADO. OUR 2023 FUNDRAISING EFFORT WAS DIRECTED FOR THE BENEFIT OF HARMONY HOME CHILDREN'S ADVOCACY CENTER OF ODESSA, TEXAS, A NON-PROFIT THAT SERVES ABUSED AND NEGLECTED CHILDREN ACROSS WEST TEXAS. OVER THE COURSE OF 2023 THE PERMIAN SUMMIT FOUNDATION GENERATED OVER $250,000 IN DONATIONS FOR ITS CHARITABLE EFFORTS. WE ARE PLEASED THAT WE'VE BEEN ABLE TO DELIVER $215,000 OF THOSE FUNDS TO HARMONY HOME AND THEIR HEROIC EFFORTS.
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IRS990ScheduleI/RecipientTable/RecipientEIN0751633415
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0910 S GRANT AVE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT ASSISTANCE IS PAID OUT TO HARMONY HOME CHILDREN'S ADVOCACY CENTER, A 501(C)(3) CHARITABLE ORGANIZATION. THE PERMIAN SUMMIT FOUNDATION MAINTAINS RECORDS OF ALL GRANT ASSISTANCE, INCLUDING DATE OF GRANT, RECIPIENT AND AMOUNT PAID.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PERMIAN SUMMIT FOUNDATION 1232 BERGEN PARKWAY, SUITE 208 EVERGREEN, CO 80439 EMPLOYER IDENTIFICATION NUMBER: 88-0980084 FOR THE YEAR ENDING DECEMBER 31, 2023 PERMIAN SUMMIT FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DISTRIBUTES THE FORM 990 TO THE BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE BOARD OF DIRECTORS THROUGH THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02741
IRS990/TotalAssetsEOYAmt0249381
IRS990/TotalAssetsGrp/BOYAmt02741
IRS990/TotalAssetsGrp/EOYAmt0249381
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0332351
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06161
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0221938
IRS990/TotalFunctionalExpensesGrp/TotalAmt0228099
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0215000
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0215000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02741
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt034381
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0221938
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-72006
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0260345
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02741
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0249381
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01232 BERGEN PARKWAY 208
IRS990/USAddress/CityNm0EVERGREEN
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080439
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.PERMIANSUMMITFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN W MARSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07204991455
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PERMIAN SUMMIT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PERM
ReturnHeader/Filer/EIN0880980084
ReturnHeader/Filer/PhoneNum02053318515
ReturnHeader/Filer/USAddress/AddressLine1Txt01232 BERGEN PARKWAY 208
ReturnHeader/Filer/USAddress/CityNm0EVERGREEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080439
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203992693
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RANDY WALKER & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07800 IH 10 WEST STE 505
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078230
ReturnHeader/PreparerPersonGrp/PhoneNum02103669430
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDY L WALKER CPA
ReturnHeader/ReturnTs02024-10-29T13:25:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$249,381
Liabilities
$215,000
Net assets
$34,381
Revenue
$260,345
Expenses
$228,099
Net income
$32,246
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$2.99$0.82$3.79$3.31$0.48
2023Detailed filing. Detailed filing data is available for this year.$2.49$2.15$0.34$2.60$2.28$0.32
2023Summary only. Only limited summary data is available for this year.$2.49$2.15$0.34$2.60$2.28$0.32
2022Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$1.04$1.01$0.03