Civic Intelligence

Sum Nfp

990EZ • Fiscal year 2024 • EIN 88-2604952

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

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

98th percentile

3.41x

Higher debt load relative to assets than 98% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$45,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 32.5% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

19th percentile

-28%

Faster asset growth than 19% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

31%

Faster revenue growth than 76% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$7,098

Down $2,810 (-28%) from 2023

Net Assets

Down

-$17,123

Down $27,031 (-273%) from 2023

Liabilities

Up

$24,221

Up $24,221 from 2023

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin19th percentile

Revenue

Up

$138,351

Up $32,673 (+31%) from 2023

Expenses

Up

$165,382

Up $69,612 (+73%) from 2023

Net Income

Down

-$27,031

Down $36,939 (-373%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2024

Assets$7,098
Liabilities$24,221
Net Assets-$17,123
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

2024

Revenue$138,351
Expenses$165,382
Net Income-$27,031
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
$138,351
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-$64,054
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Josh EllisExecutive DirectorFT$45,000-$45,000
Lesley RothPresident-$0--
Jennifer GuzmanVice President-$0--
Andrew GeerTreasurer-$0--
Ashley EisenmengerSecretary-$0--
Juan Carlos LinaresDirector-$0--
Shannon MaddenDirector-$0--
Carrie GroganDirector-$0--
Shafaq ChoudryDirector-$0--
Rebeccah SandersDirector-$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
2025-05-12
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.1001

“Advertising and Promotion $500”

Other Expenses.1005

“Travel $8234”

Other Expenses.1012

“Insurance $3318”

Other Expenses.1

“Food/beverage $13691”

Other Expenses.2

“General Expenses $9231”

Other Expenses.3

“Facility & Equipment $5774”

Other Expenses.4

“Licenses & Permits $4023”

Other Expenses.5

“Other $64”

Total Liabilities.1

“Payroll - Beginning $0 Payroll - Ending $22500”

Total Liabilities.2

“Payroll taxes - Beginning $0 Payroll taxes - Ending $1721”

Raw XML Appendix181 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.

Path#Value
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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/BOYAmt09908
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07098
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt035999
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-27031
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt071599
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09908
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07098
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0138351
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09908
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-17123
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09908
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-17123
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt045000
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/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Josh Ellis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lesley Roth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Guzman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andrew Geer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ashley Eisenmenger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Juan Carlos Linares
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Shannon Madden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Carrie Grogan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Shafaq Choudry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Rebeccah Sanders
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/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044835
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/ProgramServiceRevenueAmt0102341
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUM makes it easy for everyone to find their place outside by creating restorative outdoor experiences for all
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064054
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt048948
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt024221
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0165382
IRS990EZ/TotalProgramServiceExpensesAmt064054
IRS990EZ/TotalRevenueAmt0138351
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035999
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045282
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0102341
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt096358
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0198699
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0243981
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0138340
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0105641
IRS990ScheduleA/Total509Grp/TotalAmt0243981
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0138340
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0105641
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0243981
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $8234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $3318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Food/beverage $13691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4General Expenses $9231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Facility & Equipment $5774
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Licenses & Permits $4023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other $64
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Payroll - Beginning $0 Payroll - Ending $22500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Payroll taxes - Beginning $0 Payroll taxes - Ending $1721
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Josh Ellis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
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/ReturnTs02025-05-12T12:56:25-07:00
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
$7,098
Liabilities
$24,221
Net assets
-$17,123
Revenue
$138,351
Expenses
$165,382
Net income
-$27,031
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