Solon E Summerfield Foundation Inc

Solon E Summerfield Foundation consistently spends more than it earns, drawing from its multi-million dollar asset base.

EIN: 131797260 · Bethesda, MD · Updated: 2026-03-28

$20.2MRevenue
$33.8MAssets
85/100Mission Score (Excellent)
Solon E Summerfield Foundation Inc Financial Summary
MetricValue
Total Revenue$20.2M
Total Expenses$9.6M
Program Spending90%
Net Assets$31.5M
Transparency Score85/100

Is Solon E Summerfield Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Solon E Summerfield Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Solon E Summerfield Foundation Inc

Solon E Summerfield Foundation Inc (EIN: 131797260) is a nonprofit organization based in Bethesda, MD. The organization reported total revenue of $20.2M and total assets of $33.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Solon E Summerfield Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

84Years Operating
LargeSize Classification
10Years of Filings
MixedRevenue Trajectory

Solon E Summerfield Foundation Inc is a large nonprofit that has been operating for 84 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 11.5%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$5.2M
Total Expenses$9.6M
Surplus / Deficit$-4,387,262
Total Assets$31.5M
Total Liabilities$1
Net Assets$31.5M
Operating Margin-83.9%
Debt-to-Asset Ratio0.0%
Months of Reserves39.4 months

Financial Health Grade: B

In 2023, Solon E Summerfield Foundation Inc reported a deficit of $4.4M with expenses exceeding revenue, holds 39.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Solon E Summerfield Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 11.5%.

YearRevenue ChangeExpense ChangeAsset Change
2023+677.5%+27.7%+0.1%
2022-86.0%+14.0%-9.7%
2021+30.9%+16.9%+3.4%
2020+69.7%+25.3%+3.5%
2019-33.7%-9.9%-4.9%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1942

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Solon E Summerfield Foundation Inc. demonstrates a consistent pattern of spending exceeding its revenue in most recent years, as evidenced by expenses of $9,615,437 against revenue of $5,228,175 in 2023 and $7,529,728 against $672,398 in 2022. This indicates the organization is likely drawing from its substantial asset base, which stood at $31,545,609 in 2023. The foundation's assets have seen a gradual decline from $37,727,000 in 2011 to $31,545,609 in 2023, suggesting a sustained operational model that relies on endowment drawdowns rather than solely on annual contributions. Regarding spending efficiency, without a detailed breakdown of program, administrative, and fundraising expenses, it's challenging to fully assess. However, the consistent reporting of 0% officer compensation across all available filings is a significant positive indicator for transparency and efficient use of funds, suggesting that executive leadership is either unpaid or compensated through other means not classified as officer compensation on the 990. The extremely low liabilities ($1 in recent years) also points to sound financial management and minimal debt burden. The foundation's primary function appears to be grant-making, and its financial health is sustained by its substantial endowment, despite annual operating deficits.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Solon E Summerfield Foundation Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Solon E Summerfield Foundation Inc allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$5.2MTotal Revenue
$9.6MTotal Expenses
$31.5MTotal Assets
$1Total Liabilities
$31.5MNet Assets
  • The organization reported a deficit of $4.4M, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that officers are either unpaid or compensated through mechanisms not categorized as officer compensation on the 990, which is a strong positive for resource allocation.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Solon E Summerfield Foundation Inc's IRS 990 filings:

  • Consistent annual expenses exceeding revenue, indicating reliance on asset drawdown.
  • Declining asset base over the long term (from $37.7M in 2011 to $31.5M in 2023).

Strengths

The following positive indicators were identified for Solon E Summerfield Foundation Inc:

  • Zero reported officer compensation across all filings, indicating efficient use of funds.
  • Extremely low liabilities ($1 in recent years), demonstrating strong financial management.
  • Substantial asset base ($31.5 million in 2023) provides long-term stability.
  • Consistent operation over many years with a clear financial model.

Frequently Asked Questions about Solon E Summerfield Foundation Inc

Is Solon E Summerfield Foundation Inc a legitimate charity?

Solon E Summerfield Foundation Inc (EIN: 131797260) is a registered tax-exempt nonprofit based in Maryland. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $20.2M. 2 red flags identified. 4 strengths noted. Financial health grade: B.

How does Solon E Summerfield Foundation Inc spend its money?

Solon E Summerfield Foundation Inc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Solon E Summerfield Foundation Inc tax-deductible?

Solon E Summerfield Foundation Inc is registered as a tax-exempt nonprofit (EIN: 131797260). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Solon E Summerfield Foundation Inc located?

Solon E Summerfield Foundation Inc is headquartered in Bethesda, Maryland and files with the IRS under EIN 131797260.

How many years of IRS 990 filings does Solon E Summerfield Foundation Inc have?

Solon E Summerfield Foundation Inc has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $20.2M in total revenue.

Is Solon E Summerfield Foundation Inc. financially sustainable given its consistent spending exceeding revenue?

While the foundation consistently spends more than its annual revenue, its substantial asset base (over $31 million in 2023) allows it to sustain operations by drawing from its endowment. This model is common for grant-making foundations.

What is the primary purpose of the Solon E Summerfield Foundation Inc. given its financial structure?

Based on the financial data, the foundation appears to operate as a grant-making entity, utilizing its endowment to fund its activities, rather than primarily relying on public donations for annual operations.

Why is officer compensation consistently reported as 0%?

A 0% officer compensation suggests that the foundation's officers are either volunteers, compensated through a related entity, or their compensation is categorized differently on the 990, indicating a potential focus on minimizing overhead costs related to executive salaries.

Filing History

IRS 990 filing history for Solon E Summerfield Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Solon E Summerfield Foundation Inc's revenue has grown by 269.1%, moving from $1.4M to $5.2M. Total assets decreased by 16.4% over the same period, from $37.7M to $31.5M. Total functional expenses rose by 489.4%, from $1.6M to $9.6M. In its most recent filing year (2023), Solon E Summerfield Foundation Inc reported a deficit of $4.4M, with expenses exceeding revenue. The organization holds $1 in liabilities against $31.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $31.5M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $5.2M $9.6M $31.5M $1
2022 $672K $7.5M $31.5M $1 View 990
2021 $4.8M $6.6M $34.9M $1 View 990
2020 $3.7M $5.6M $33.7M $1
2019 $2.2M $4.5M $32.6M $1 View 990
2015 $3.3M $5.0M $34.3M $13K View 990
2014 $5.0M $4.4M $36.0M $0 View 990
2013 $1.6M $3.2M $35.4M $0 View 990
2012 $2.5M $3.3M $37.0M $0 View 990
2011 $1.4M $1.6M $37.7M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $5.2M, expenses of $9.6M, and assets of $31.5M (revenue +677.5% year-over-year).
  • 2022: Revenue of $672K, expenses of $7.5M, and assets of $31.5M (revenue -86.0% year-over-year).
  • 2021: Revenue of $4.8M, expenses of $6.6M, and assets of $34.9M (revenue +30.9% year-over-year).
  • 2020: Revenue of $3.7M, expenses of $5.6M, and assets of $33.7M (revenue +69.7% year-over-year).
  • 2019: Revenue of $2.2M, expenses of $4.5M, and assets of $32.6M (revenue -33.7% year-over-year).
  • 2015: Revenue of $3.3M, expenses of $5.0M, and assets of $34.3M (revenue -35.0% year-over-year).
  • 2014: Revenue of $5.0M, expenses of $4.4M, and assets of $36.0M (revenue +215.4% year-over-year).
  • 2013: Revenue of $1.6M, expenses of $3.2M, and assets of $35.4M (revenue -37.6% year-over-year).
  • 2012: Revenue of $2.5M, expenses of $3.3M, and assets of $37.0M (revenue +79.9% year-over-year).
  • 2011: Revenue of $1.4M, expenses of $1.6M, and assets of $37.7M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Solon E Summerfield Foundation Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Solon E Summerfield Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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