1006 SUMMIT AVENUE SOCIETY (EIN 411434404) - 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

1982

Legal Domicile

Principal Officer

SUSAN LEPPKE

Phone

6122081755

Tax Period

2018-07-01 to 2019-06-30

1006 SUMMIT AVENUE SOCIETY, founded in 1982, is a micro nonprofit that reported $26K in total revenue in fiscal year 2018. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $29K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO PRESERVE AND REFURBISH THE GOVERNOR'S RESIDENCE.

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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 (2018)

Revenue Breakdown

Contributions & Grants $3,506

Program Service Revenue $7,735

Investment Income $39

Other Revenue $14,929

TOTAL REVENUE $26,209

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,410

Other Expenses $29,320

TOTAL EXPENSES $29,320

Year-over-Year Comparison

	2018	2017	Change
Revenue	$26,209	$21,113	+0.2%
Expenses	$29,320	$29,519	0.0%
Net Income	$-3,111	$-8,406	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN RYAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
REMI STONE	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
SUSAN LEPPKE	TREASURER	5.00	Officer Director	$0	$0	$0
MEAGHAN JOHANSEN	SECRETARY	5.00	Officer Director	$0	$0	$0
SUSAN FOCKE	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
SANDRA JOHNSON	PROGRAMS	1.00	Director	$0	$0	$0
LISA EGNASH	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
THOMAS RUTER	MEMBERSHIP	1.00	Director	$0	$0	$0
MARINA OLSON	COMMUNICATIONS & MARKETING	1.00	Director	$0	$0	$0
MAGGIE MELL	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
NANCY HAYER	FUNDRAISING	1.00	Director	$0	$0	$0
ROSEMARY MILLER	PROGRAMS	1.00	Director	$0	$0	$0
COLLEEN RYAN	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
TARA HUML	RESIDENCE MANAGER	1.00	Director	$0	$0	$0
JILL WINZENBURG	ASST RESIDENCE MANAGER	1.00	Director	$0	$0	$0
MATT LOOMIS	EXEC AIDE TO FIRST LADY	1.00	Director	$0	$0	$0
MARY SCHMIDT	MEMBER-AT-LARGE	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
2019	$26,209	$29,320	$77,002	$-3,111
2018	$21,113	$29,519	$81,182	$-8,406

1006 SUMMIT AVENUE SOCIETY