SUMMIT ACADEMY TRANSITION HIGH SCHOOL - DAYTON - C/O SUMMIT ACADEMY MANAGEMENT (EIN 201438141) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

RICK ROCKICH

Phone

3306708470

Tax Period

2024-07-01 to 2025-06-30

SUMMIT ACADEMY TRANSITION HIGH SCHOOL - DAYTON - C/O SUMMIT ACADEMY MANAGEMENT, founded in 2004, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum.

Mission

SUMMIT ACADEMY SCHOOLS BUILD HOPE, SUCCESS, AND WELL-BEING THROUGH ADVOCACY AND EDUCATION FOR CHILDREN WITH SPECIAL NEEDS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,480,245

Program Service Revenue $10,979

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,491,224

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,186,796

Other Expenses $2,491,224

TOTAL EXPENSES $2,491,224

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,491,224	$1,833,578	+0.4%
Expenses	$2,491,224	$1,833,578	+0.4%
Net Income	$0	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$640,902

Total Directors

$7,375

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID AMES	BOARD MEMBER	1.00	Director	$0	$0	$875
ALICIA BEHRENS	BOARD MEMBER	1.00	Director	$0	$0	$1,250
LAUREN DAVENPORT	BOARD MEMBER	1.00	Director	$0	$0	$1,125
ALYSIA GOSS	BOARD MEMBER	1.00	Director	$0	$0	$1,500
ASHLEY GRANT	BOARD MEMBER	1.00	Director	$0	$0	$0
GEOFFREY REED	BOARD MEMBER	1.00	Director	$0	$0	$0
MEETAL REED	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH TUNGATE	BOARD MEMBER	1.00	Director	$0	$0	$1,500
TIFFANY TUNGATE	BOARD MEMBER	1.00	Director	$0	$0	$1,125
JOHN GUYER	CEO	1.00	Officer	$0	$28,423	$253,000
RICK ROCKICH	CFO	1.00	Officer	$0	$6,771	$54,347
MICHAEL MARK	DIRECTOR OF OPERATIONS	1.00	Officer	$0	$32,149	$223,504
DAVID HOSKIN	TREASURER (LEFT 6/2025)	1.00	Officer	$0	$14,000	$110,051
AMY COLE	VP OF HR	1.00	Highest	$0	$33,942	$193,659
ERICA RICHLEY	DIRECTOR OF SPECIAL EDUCATION	1.00	Highest	$0	$20,097	$150,586
HEATHER SINGER	EXECUTIVE DIRECTOR OF CURRICULUM	1.00	Highest	$0	$18,867	$128,820
RENEE OPALICH	REGIONAL DIRECTOR, SPECIAL EDUCATION	1.00	Highest	$0	$21,453	$129,351
ALLISON GLASS	SCHOOL DIRECTOR	1.00	Highest	$0	$19,206	$120,802

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,491,224	$2,491,224	No data	No data
2024	$1,833,578	$1,833,578	No data	No data
2023	$1,880,766	$1,880,766	No data	No data
2022	$2,491,330	$2,491,330	No data	No data
2021	$2,479,476	$2,479,476	No data	No data
2020	$2,828,241	$2,968,229	$1,171,050	$-139,988
2019	$2,939,741	$2,835,102	$1,583,013	$104,639
2018	$2,595,196	$1,446,036	$1,983,858	$1,149,160

SUMMIT ACADEMY TRANSITION HIGH SCHOOL - DAYTON - C/O SUMMIT ACADEMY MANAGEMENT