SUMMIT EARLY LEARNING (EIN 231706558) - 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

1969

Legal Domicile

Principal Officer

SHAWN MOORE

Phone

5709662845

Tax Period

2024-07-01 to 2025-06-30

SUMMIT EARLY LEARNING, founded in 1969, is a mid-sized nonprofit in the Education sector that reported $15.6M in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $14.8M left a modest 5% surplus.

Mission

SOCIAL SERVICES TO CHILDREN. ANNUALLY, SUMCD SERVES NEARLY 3,000 CHILDREN IN PROGRAMS AND SITES COVERING A GEOGRAPHIC REGION EXCEEDING 1,000 SQUARE MILES. SUMCD OFFERS PROGRAMS IN HEAD START, EARLY HEAD START, COMMUNITY CHILD CARE, PRE-K COUNTS, MIFFLIN COUNTY HOME VISITOR PROGRAM AND CHILD CARE INFORMATION SERVICES.

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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 $10,067,359

Program Service Revenue $3,933,071

Investment Income $4,886

Other Revenue $1,640,225

TOTAL REVENUE $15,645,541

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,622,334

Fundraising Expenses $0

Program Expenses $12,888,717

Other Expenses $3,169,933

TOTAL EXPENSES $14,792,267

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,645,541	$13,055,848	+0.2%
Expenses	$14,792,267	$13,250,108	+0.1%
Net Income	$853,274	$-194,260	-5.4%

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

322

Volunteers

250

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY BOLINSKY	BD MEMBER	1.00	Director	$0	$0	$0
BRYAN BOYD	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN CROUSE	BD MEMBER	1.00	Director	$0	$0	$0
JENNIFER DADDARIO	BD MEMBER	1.00	Director	$0	$0	$0
WILLIAM DOUGHERTY	BD MEMBER	1.00	Director	$0	$0	$0
RACHEL GARDNER	BD MEMBER	1.00	Director	$0	$0	$0
AMY LEVAN	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
SHAWN MOORE	PRESIDENT	1.00	Officer Director	$0	$0	$0
TAMMY OZLANSKI	BD MEMBER	1.00	Director	$0	$0	$0
LAUREN REDFERN	BD MEMBER	1.00	Director	$0	$0	$0
ALICIA SAXON	BD MEMBER	1.00	Director	$0	$0	$0
MATT SLIVINSKI	VICE-PRESIDE	1.00	Officer Director	$0	$0	$0
ROBIN WHITE	BD MEMBER	1.00	Director	$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	$15,645,541	$14,792,267	$6,440,909	$853,274
2024	$13,055,848	$13,250,108	$5,931,515	$-194,260
2023	$14,755,460	$14,344,462	$6,298,907	$410,998
2022	$12,414,137	$12,318,208	$7,415,094	$95,929
2022	$17,834,761	$12,305,523	$12,869,194	$5,529,238
2021	$11,714,676	$11,763,462	$6,816,351	$-48,786
2020	$11,630,566	$12,169,621	$7,007,187	$-539,055
2020	$12,760,830	$13,913,389	$6,358,698	$-1,152,559
2019	$12,487,119	$12,216,686	$7,478,536	$270,433

SUMMIT EARLY LEARNING