Summit Estates Swim & Tennis Club

Cincinnati, OH
Tax-exempt since Feb. 1980
EIN: 31-0727027

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Type of Nonprofit

Designated as a 501(c)(7) Social and recreational clubs.

Donations to this organization are not tax deductible.

Revenue

$380k (2023)

Expenses

$270k (2023)

Total Assets

$437k (2023)

Total Liabilities

$3.47k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$379,951

Expenses

$269,993

Net Income

$109,958

Net Assets

$433,919

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$340,591	89.6%
Program Services	$35,423	9.3%
Investment Income	$3,937	1.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$123,668	45.8%

Assets/Debt
Total Assets	$437,384
Total Liabilities	$3,465
Net Assets	$433,919

Club or Co-Op Income
Initiation Fees & Contributions	$51,767
Income From Public Use of Club Facilities	$10,223

Compensation

Key Employees and Officers	Compensation	Related	Other
Phil Von Hertsenberg (President)	$0	$0	$0
Erin Scheper (Vice President)	$0	$0	$0
Melissa Hellman (Treasurer)	$0	$0	$0
Jeff Brunderman (Secretary)	$0	$0	$0

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990

Filed on Aug. 29, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$311,171

Expenses

$233,478

Net Income

$77,693

Net Assets

$323,961

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$271,964	87.4%
Program Services	$39,050	12.5%
Investment Income	$157	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$118,399	50.7%

Assets/Debt
Total Assets	$324,732
Total Liabilities	$771
Net Assets	$323,961

Club or Co-Op Income
Initiation Fees & Contributions	$31,464
Income From Public Use of Club Facilities	$7,432

Compensation

Key Employees and Officers	Compensation	Related	Other
Phil Von Hertsenberg (President)	$0	$0	$0
Jason Kiefer (Vice President)	$0	$0	$0
Melissa Hellman (Treasurer)	$0	$0	$0
Heather Stonecipher (Secretary)	$0	$0	$0

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990

Filed on July 14, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$309,752

Expenses

$242,084

Net Income

$67,668

Net Assets

$246,268

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$219,309	70.8%
Program Services	$90,356	29.2%
Investment Income	$87	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$96,028	39.7%

Assets/Debt
Total Assets	$251,566
Total Liabilities	$5,298
Net Assets	$246,268

Club or Co-Op Income
Initiation Fees & Contributions	$39,539
Income From Public Use of Club Facilities	$3,892

Compensation

Key Employees and Officers	Compensation	Related	Other
Phil Von Hertsenberg (President)	$0	$0	$0
Jason Kiefer (Vice President)	$0	$0	$0
Melissa Hellman (Treasurer)	$0	$0	$0
Heather Stonecipher (Secretary)	$0	$0	$0

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990

Filed on Sept. 30, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$202,577

Expenses

$153,333

Net Income

$49,244

Net Assets

$178,600

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$195,096	96.3%
Program Services	$4,033	2.0%
Investment Income	$24	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$3,424	1.7%
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$80,159	52.3%

Assets/Debt
Total Assets	$201,323
Total Liabilities	$22,723
Net Assets	$178,600

Club or Co-Op Income
Initiation Fees & Contributions	$34,253
Income From Public Use of Club Facilities	$271

Compensation

Key Employees and Officers	Compensation	Related	Other
Phil Von Hertsenberg (President)	$0	$0	$0
Jason Kiefer (Vice President)	$0	$0	$0
Melissa Hellman (Treasurer)	$0	$0	$0
Stacey Cole (Secretary)	$0	$0	$0

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990

Filed on June 2, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$233,094

Expenses

$162,063

Net Income

$71,031

Net Assets

$129,356

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$179,357	76.9%
Program Services	$49,369	21.2%
Investment Income	$179	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$4,189	1.8%
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$83,741	51.7%

Assets/Debt
Total Assets	$136,105
Total Liabilities	$6,749
Net Assets	$129,356

Club or Co-Op Income
Initiation Fees & Contributions	$0
Income From Public Use of Club Facilities	$2,483

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Revenue

$158,355

Expenses

$156,688

Net Income

$1,667

Net Assets

$58,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$144,385	91.2%
Program Services	$10,175	6.4%
Investment Income	$154	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$3,641	2.3%
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$86,094	54.9%

Assets/Debt
Total Assets	$58,325
Total Liabilities	$0
Net Assets	$58,325

Club or Co-Op Income
Initiation Fees & Contributions	$0
Income From Public Use of Club Facilities	$2,364

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Revenue

$177,337

Expenses

$158,573

Net Income

$18,764

Net Assets

$53,752

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$152,953	86.2%
Program Services	$18,853	10.6%
Investment Income	$75	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$5,456	3.1%
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$82,434	52.0%

Assets/Debt
Total Assets	$53,752
Total Liabilities	$0
Net Assets	$53,752

Club or Co-Op Income
Initiation Fees & Contributions	$0
Income From Public Use of Club Facilities	$5,049

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Revenue

$188,906

Expenses

$186,776

Net Income

$2,130

Net Assets

$34,996

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$26,725	14.1%
Investment Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$7,377	3.9%
Other Revenue	$0

Assets/Debt
Total Assets	$34,996
Total Liabilities	$0
Net Assets	$34,996

Club or Co-Op Income
Initiation Fees & Contributions	$0
Income From Public Use of Club Facilities	$0

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$170,960

Expenses

$188,660

Net Income

-$17,700

Net Assets

$30,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$22,405	13.1%
Investment Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$5,616	3.3%
Other Revenue	$0

Assets/Debt
Total Assets	$31,951
Total Liabilities	$1,606
Net Assets	$30,345

Club or Co-Op Income
Initiation Fees & Contributions	$0
Income From Public Use of Club Facilities	$0

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$173,749

Expenses

$161,511

Net Income

$12,238

Net Assets

$26,629

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$25,991	15.0%
Investment Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$39,092
Total Liabilities	$12,463
Net Assets	$26,629

Club or Co-Op Income
Initiation Fees & Contributions	$0
Income From Public Use of Club Facilities	$0

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$187,532

Expenses

$191,698

Net Income

-$4,166

Net Assets

$13,628

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$47,207	25.2%
Investment Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$36,496
Total Liabilities	$22,868
Net Assets	$13,628

Club or Co-Op Income
Initiation Fees & Contributions	$0
Income From Public Use of Club Facilities	$0

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$156,743

Expenses

$136,552

Net Income

$20,191

Net Assets

$17,793

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$27,696	17.7%
Investment Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$94,911
Total Liabilities	$77,118
Net Assets	$17,793

Club or Co-Op Income
Initiation Fees & Contributions	$0
Income From Public Use of Club Facilities	$0

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2011

Revenue

$149,547

Expenses

$133,717

Net Income

$15,830

Net Assets

-$2,398

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$38,858	26.0%
Investment Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$44,421
Total Liabilities	$46,819
Net Assets	-$2,398

Club or Co-Op Income
Initiation Fees & Contributions	$0
Income From Public Use of Club Facilities	$0

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

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By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated December 20, 2024

Summit Estates Swim & Tennis Club

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $380k (2023)

Expenses $270k (2023)

Total Assets $437k (2023)

Total Liabilities $3.47k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from 990-EZ

No Document Links

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Document Links

Revenue

$380k (2023)

Expenses

$270k (2023)

Total Assets

$437k (2023)

Total Liabilities

$3.47k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004