SUMMIT COMMUNITY INSTITUTE (EIN 472323951) - 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

2014

Legal Domicile

Principal Officer

ELLEN GUSTAFSON

Phone

5106858152

Tax Period

2019-01-01 to 2019-12-31

SUMMIT COMMUNITY INSTITUTE, founded in 2014, is a small nonprofit that reported $393K in total revenue in fiscal year 2019. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $370K left a modest 6% surplus.

Mission

THE SUMMIT COMMUNITY INSTITUTE'S MISSION IS TO APPLY CREATIVE SOLUTIONS TO REAL-WORLD CHALLENGES RELATED TO THE ENVIRONMENT, EDUCATION, THE ARTS, HEALTH AND SOCIAL INNOVATION.

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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 (2019)

Revenue Breakdown

Contributions & Grants $40,000

Program Service Revenue $352,950

Investment Income $0

Other Revenue $0

TOTAL REVENUE $392,950

Expense Breakdown

Grants Paid $198,000

Salaries & Benefits $50,000

Fundraising Expenses $0

Program Expenses $315,949

Other Expenses $121,778

TOTAL EXPENSES $369,778

Year-over-Year Comparison

	2019	2018	Change
Revenue	$392,950	$616,460	-0.4%
Expenses	$369,778	$596,669	-0.4%
Net Income	$23,172	$19,791	+0.2%

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

N/A

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

$50,000

Total Directors

$50,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLEN GUSTAFSON	CO-DIRECTOR	20.00	Officer Director	$26,000	$0	$26,000
KATHY ROTH-DOUQUET	CO-DIRECTOR	20.00	Officer Director	$24,000	$0	$24,000
SJ MURRAY	Trustee	1.00	Director	$0	$0	$0
GREG MAURO	Trustee	1.00	Director	$0	$0	$0
SARA BOETTIGER	Trustee	1.00	Director	$0	$0	$0
JOSH HANNA	Trustee	1.00	Director	$0	$0	$0
JEREMY SCHWARTZ	Trustee	1.00	Director	$0	$0	$0
SOL GUY	Trustee	1.00	Director	$0	$0	$0
ANNE WITKOWSKY	Trustee	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	$392,950	$369,778	$121,309	$23,172
2018	$616,460	$596,669	$364,237	$19,791

SUMMIT COMMUNITY INSTITUTE