Civic Intelligence

Summ Foundation C/O Pkfod Family Office

990 • Fiscal year 2024 • EIN 92-1428532

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 17, 2025

Organization ProfileN/A
500 Mamaroneck Ave Suite 301Harrison, NY 10528

(646) 974-8051

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.00x

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

1st percentile

-3337%

Higher net margin than 1% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

2nd percentile

-99%

Faster asset growth than 2% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-58%

Faster revenue growth than 7% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$29,927

Down $3,098,629 (-99%) from 2023

Net Assets

Down

$29,927

Down $3,098,629 (-99%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin1st percentile

Revenue

Down

$92,845

Down $128,391 (-58%) from 2023

Expenses

Up

$3,191,474

Up $1,098,794 (+53%) from 2023

Net Income

Down

-$3,098,629

Down $1,227,185 (-66%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2022: $5,000,000Liabilities 2022: $0Net Assets 2022: $5,000,0002022Assets 2023: $3,128,556Liabilities 2023: $0Net Assets 2023: $3,128,5562023Assets 2024: $29,927Liabilities 2024: $0Net Assets 2024: $29,9272024

Highlighted filing

2024

Assets$29,927
Liabilities$0
Net Assets$29,927
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$5.0M$0-$5.0MRevenue 2022: $5,000,000Expenses 2022: $0Net Income 2022: $5,000,0002022Revenue 2023: $221,236Expenses 2023: $2,092,680Net Income 2023: -$1,871,4442023Revenue 2024: $92,845Expenses 2024: $3,191,474Net Income 2024: -$3,098,6292024

Highlighted filing

2024

Revenue$92,845
Expenses$3,191,474
Net Income-$3,098,629
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$92,845
Mission and Program Overview

Mission

Summ foundation (the foundation) was organized to promote social welfare, including but not limited to, the advancement of sensible policies that expand liberty in economics, social policy, immigration, and foreign affairs.

To promote social welfare and the advancement of sensible policies that expand liberty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$2,221,236$0▼ $2,221,236
Cash and Non-Interest-Bearing Accounts$907,320$0▼ $907,320
Savings and Temporary Cash Investments$0$29,927▲ $29,927
Total Assets$3,128,556$29,927▼ $3,098,629
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,128,556$29,927▼ $3,098,629
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$3,128,556$29,927▼ $3,098,629
Total Liabilities and Net Assets / Fund Balance$3,128,556$29,927▼ $3,098,629
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Robert GranieriPresident/treasurer
Sarah GroothuisSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$92,845
Other Revenue
$0
Change in Net Assets
$-3,098,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,170,000
Other Expenses$21,474
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,170,000--$3,170,000
Fees for Services Accounting-$19,741-$19,741
Fees for Services Legal-$1,558-$1,558
Office Expenses-$175-$175
Total Functional Expenses$3,170,000$21,474$0$3,191,474
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
With Honor Action IncAlexandria, VA501(c)(4)Advocacy Activities$2,270,000
American Unity Fund IncAnnandale, VA501(c)(4)Advocacy Activities$500,000
Welcome PacWashington, DC527Political Campaign Activities$300,000
Democracy First PacWashington, DC527Political Campaign Activities$100,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$400,000
Total Exempt Function Spending$400,000
Section 527 Activity Spending$0

Section 527 Organizations

OrganizationLocationAmount
87-2051559Washington, DC$300,000
88-1029146Washington, DC$100,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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 A, Line 8B

“The foundation does not have any committees that act on behalf of the governing body.”

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

“The foundation has its form 990 prepared by an outside accounting firm and has established the following review process to ensure that the information reported is complete and accurate. After the form 990 has been prepared, it is electronically sent to the board for approval. Once the board has approved the return it is filed with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy ensures that when actual or potential conflict of interest arise, the foundation has a process in place under which the affected individual will advise the organization officers or directors about all the relevant facts concerning the situation.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its form 990 available for public inspection as required under section 6104 of the internal revenue code. The return is also posted on guidestar.org and other similar types of websites. In addition, the conflict of interest policy, articles of incorporation and by-laws are also available upon written request or by calling the organization directly.”

Filing and Contact Details

Filer

Filer Name
Summ Foundation
EIN
92-1428532
Phone
6469748051
Address
500 MAMARONECK AVE SUITE 301, HARRISON, NY 10528

Signing Officer

Name
Robert Granieri
Title
President/treasurer
Phone
6469748051
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Granieri
Formed
2002
Legal Domicile
De
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
500 MAMARONECK AVENUE SUITE 301, HARRISON, NY 10528-1633
Preparer
Melissa Modelson
Phone
9143818900
Raw XML Appendix351 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/GrantsToDomesticOrgsGrp/TotalAmt03170000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt092845
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt092845
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt092845
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
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IRS990/MethodOfAccountingCashInd0X
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IRS990/MissionDesc0SUMM FOUNDATION (THE FOUNDATION) WAS ORGANIZED TO PROMOTE SOCIAL WELFARE, INCLUDING BUT NOT LIMITED TO, THE ADVANCEMENT OF SENSIBLE POLICIES THAT EXPAND LIBERTY IN ECONOMICS, SOCIAL POLICY, IMMIGRATION, AND FOREIGN AFFAIRS.
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IRS990/OperateHospitalInd00
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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0GRANTS TO OTHER ORGANIZATIONS TO SUPPORT POLITICAL ELECTION PROGRAMS.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I-A, LINE 1:
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IRS990ScheduleC/VolunteerHoursCnt00
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3POLITICAL CAMPAIGN ACTIVITIES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION DOES NOT HAVE ANY COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. AFTER THE FORM 990 HAS BEEN PREPARED, IT IS ELECTRONICALLY SENT TO THE BOARD FOR APPROVAL. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY ENSURES THAT WHEN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ARISE, THE FOUNDATION HAS A PROCESS IN PLACE UNDER WHICH THE AFFECTED INDIVIDUAL WILL ADVISE THE ORGANIZATION OFFICERS OR DIRECTORS ABOUT ALL THE RELEVANT FACTS CONCERNING THE SITUATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
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ReturnHeader/ReturnTs02025-11-17T16:05:46-06:00
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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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,927
Liabilities
$0
Net assets
$29,927
Revenue
$92,845
Expenses
$3,191,474
Net income
-$3,098,629
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.09$3.19$3.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$0.22$2.09$1.87
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.00$0.00$5.00$5.00$0.00$5.00