Civic Intelligence

Sum Nfp

990EZ • Fiscal year 2023 • EIN 88-2604952

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

Organization ProfileN/A
1322 S Wabash Ave 402Chicago, IL 60605

(773) 910-7552

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

61st percentile

9.4%

Higher net margin than 61% of similar nonprofits.

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

Top Officer Pay

89th percentile

$35,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 33.1% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

$9,908

No earlier filing loaded for comparison.

Net Assets

$9,908

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin61st percentile

Revenue

$105,678

No earlier filing loaded for comparison.

Expenses

$95,770

No earlier filing loaded for comparison.

Net Income

$9,908

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$20K$0-$20KAssets 2023: $9,908Liabilities 2023: $0Net Assets 2023: $9,9082023Assets 2024: $7,098Liabilities 2024: $24,221Net Assets 2024: -$17,1232024

Highlighted filing

2023

Assets$9,908
Liabilities$0
Net Assets$9,908
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2023: $105,678Expenses 2023: $95,770Net Income 2023: $9,9082023Revenue 2024: $138,351Expenses 2024: $165,382Net Income 2024: -$27,0312024

Highlighted filing

2023

Revenue$105,678
Expenses$95,770
Net Income$9,908
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Gross Receipts
$105,678
Mission and Program Overview

Mission

SUM makes it easy for everyone to find their place outside by creating restorative outdoor experiences for all

Program Services

DescriptionGrantsExpenses
SUM makes it easy for everyone to find their place outside by creating restorative outdoor experiences for all-$15,618
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Josh EllisExecutive DirectorFT$35,000-$35,000
Lesley RothPresident-$0--
Jennifer GuzmanVice President-$0--
Andrew GeerTreasurer-$0--
Ashley EisenmengerSecretary-$0--
Angela BrooksDirector-$0--
Juan Carlos LinaresDirector-$0--
Shannon MaddenDirector-$0--
Heather MillerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sum Nfp
EIN
88-2604952
Phone
7739107552
Address
1322 S Wabash Ave 402, Chicago, IL 60605

Signing Officer

Name
Josh Ellis
Title
Executive Director
Signed
2024-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Lockwood Tax & Accounting
Address
7903 S Lockwood Ave, Burbank, IL 60459
Preparer
Jamie Draper
Phone
7086020989
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Food/beverage $8158”

Other Expenses.2

“Venues/permits $6747”

Other Expenses.3

“Insurance $3480”

Other Expenses.4

“Travel $3234”

Other Expenses.5

“Photography $1500”

Other Expenses.7

“Web domain $700”

Other Expenses.8

“Durable equipment $543”

Other Expenses.9

“Software/on-line service $478”

Other Expenses.10

“Board meeting $475”

Other Expenses.11

“Bank fees $295”

Other Expenses.12

“Website host $271”

Other Expenses.13

“Stationary/writing utensils $130”

Other Expenses.14

“Email $72”

Other Expenses.15

“Non-food consumable $40”

Raw XML Appendix185 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/PersonNm0Josh Ellis
IRS990EZ/BooksInCareOfDetail/PhoneNum07739107552
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01322 S Wabash Ave 402
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chicago
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060605
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09908
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09283
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09908
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt030630
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
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IRS990EZ/OccupancyRentUtltsAndMaintAmt0511
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt035000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Josh Ellis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lesley Roth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Guzman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andrew Geer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ashley Eisenmenger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Angela Brooks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Juan Carlos Linares
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Shannon Madden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Heather Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026123
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUM makes it easy for everyone to find their place outside by creating restorative outdoor experiences for all
IRS990EZ/PrintingPublicationsPostageAmt0829
IRS990EZ/ProgramServiceRevenueAmt096358
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUM makes it easy for everyone to find their place outside by creating restorative outdoor experiences for all
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015618
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt037677
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt095770
IRS990EZ/TotalProgramServiceExpensesAmt015618
IRS990EZ/TotalRevenueAmt0105678
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09283
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt096358
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt096358
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0105641
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105641
IRS990ScheduleA/Total509Grp/TotalAmt0105641
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0105641
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0105641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Food/beverage $8158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Venues/permits $6747
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $3480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $3234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Photography $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Web domain $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Durable equipment $543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Software/on-line service $478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Board meeting $475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank fees $295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Website host $271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Stationary/writing utensils $130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Email $72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Non-food consumable $40
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.15
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Josh Ellis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUM NFP
ReturnHeader/Filer/BusinessNameControlTxt0SUMN
ReturnHeader/Filer/EIN0882604952
ReturnHeader/Filer/PhoneNum07739107552
ReturnHeader/Filer/USAddress/AddressLine1Txt01322 S Wabash Ave 402
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060605
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320044526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lockwood Tax & Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07903 S Lockwood Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Burbank
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060459
ReturnHeader/PreparerPersonGrp/PhoneNum07086020989
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jamie Draper
ReturnHeader/ReturnTs02024-05-08T14:59:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Josh
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ellis
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,908
Liabilities
$0
Net assets
$9,908
Revenue
$105,678
Expenses
$95,770
Net income
$9,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.07$0.24$0.17$1.38$1.65$0.27
2023Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.06$0.96$0.10