SUMMIT ETC

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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

2005

Legal Domicile

Principal Officer

KATHY WEST

Phone

2564391975

Tax Period

2024-10-01 to 2025-09-30

SUMMIT ETC, founded in 2005, is a community nonprofit in the Human Services sector that reported $1.8M in total revenue in fiscal year 2024.

Mission

TO PROVIDE HEALTH AND MANAGEMENT SERVICES AND BASIC CARE AND TREATMENT CONNECTED THEREWITH.

Program Service Accomplishments

Program 1

Expenses: $1,216,837 Revenue: $1,748,850

TO PROVIDE HEALTH AND MANAGEMENT SERVICES AND BASIC CARE AND TREATMENT CONNECTED THEREWITH.

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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 $16,282

Program Service Revenue $1,703,350

Investment Income $11,157

Other Revenue $45,500

TOTAL REVENUE $1,776,289

Expense Breakdown

Grants Paid $0

Salaries & Benefits $545,319

Fundraising Expenses $0

Program Expenses $1,216,837

Other Expenses $1,258,944

TOTAL EXPENSES $1,804,263

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,776,289	$1,833,882	0.0%
Expenses	$1,804,263	$1,649,572	+0.1%
Net Income	$-27,974	$184,310	-1.2%

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

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
EMILY BALLENGER	DIRECTOR	Director	$0	$0	$0
JOEY FORTENBERRY	DIRECTOR	Director	$0	$0	$0
TIM CONNER	DIRECTOR	Director	$0	$0	$0
KATHY WEST	EXECUTIVE DIRECTOR	Officer	$0	$0	$0

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	$1,776,289	$1,804,263	$3,254,821	$-27,974
2024	$1,833,882	$1,649,572	$3,274,450	$184,310
2023	$2,022,498	$1,431,141	$3,028,758	$591,357
2022	$1,921,827	$1,277,421	$2,426,016	$644,406
2021	$1,845,471	$1,254,767	$1,841,589	$590,704
2020	$1,802,650	$1,362,759	$1,226,201	$439,891
2019	$1,514,993	$1,442,040	$807,673	$72,953
2018	$1,482,378	$1,393,943	$730,487	$88,435