SUMMITS EDUCATION (FKA ZANMI) C/O PARTNERS IN HEALTH (EIN 472768711) - 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

2015

Legal Domicile

Principal Officer

CAROLYN MELLIN

Phone

6176422172

Tax Period

2023-08-01 to 2024-07-31

SUMMITS EDUCATION (FKA ZANMI) C/O PARTNERS IN HEALTH, founded in 2015, is a community nonprofit in the Education sector that reported $4.4M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $3.9M left a modest 11% surplus.

Mission

SUMMITS EDUCATION IS TRANSFORMING EDUCATION SYSTEMS IN THE (CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 1) WORLD'S MOST VULNERABLE COMMUNITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,292,747

Program Service Revenue $15,000

Investment Income $113,796

Other Revenue $0

TOTAL REVENUE $4,421,543

Expense Breakdown

Grants Paid $3,386,774

Salaries & Benefits $389,406

Fundraising Expenses $172,893

Program Expenses $3,524,689

Other Expenses $150,818

TOTAL EXPENSES $3,926,998

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,421,543	$4,074,095	+0.1%
Expenses	$3,926,998	$3,108,964	+0.3%
Net Income	$494,545	$965,131	-0.5%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL ENGLISH	DIRECTOR	2.00	Director	$0	$0	$0
ANNE MCCORMACK	BOARD CHAIR	2.00	Director	$0	$0	$0
MARIE FLORE CHIPPS	EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$0	$0
EARL BURCH	DIRECTOR	2.00	Director	$0	$0	$0
CATE OSWALD	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS LOVELESS	DIRECTOR	2.00	Director	$0	$0	$0
KARL DUGUERRE	DIRECTOR	2.00	Director	$0	$0	$0
SARAH ELIZABETH IPPEL	DIRECTOR	2.00	Director	$0	$0	$0
LAURA NAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
KENDRA IPPEL	DIRECTOR	2.00	Director	$0	$0	$0
RACHEL SCOTT	DIRECTOR	2.00	Director	$0	$0	$0
CAROLYN MELLIN	MANAGING DIRECTOR	40.00	Highest	$150,444	$14,117	$164,561

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
2024	$4,421,543	$3,926,998	$3,112,249	$494,545
2023	$4,074,095	$3,108,964	$2,895,731	$965,131
2022	$2,748,626	$2,358,191	$2,509,474	$390,435
2021	$3,779,244	$2,865,854	$1,769,624	$913,390
2020	$1,198,964	$1,809,003	$773,238	$-610,039
2019	$3,016,247	$2,191,912	$971,285	$824,335
2018	$810,828	$1,629,996	$603,816	$-819,168

SUMMITS EDUCATION (FKA ZANMI) C/O PARTNERS IN HEALTH