SUMMIT ACADEMY COMMUNITY SCHOOL - WARREN C/O SUMMIT ACADEMY MANAGEMENT (EIN 731685340) - 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

2003

Legal Domicile

Principal Officer

DAVID M HOSKIN

Phone

3306708470

Tax Period

2023-07-01 to 2024-06-30

SUMMIT ACADEMY COMMUNITY SCHOOL - WARREN C/O SUMMIT ACADEMY MANAGEMENT, founded in 2003, is a community nonprofit in the Education sector that reported $2.8M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

THE SUMMIT ACADEMY SCHOOLS BUILD HOPE, SUCCESS, AND WELL-BEING THROUGH ADVOCACY AND EDUCATION FOR CHILDREN WITH SPECIAL NEEDS.

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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 $2,622,116

Program Service Revenue $165,703

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,787,819

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,465,269

Other Expenses $2,787,819

TOTAL EXPENSES $2,787,819

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,787,819	$2,483,227	+0.1%
Expenses	$2,787,819	$2,483,227	+0.1%
Net Income	$0	$0	N/A

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

N/A

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

$592,162

Total Directors

$14,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMBER J BODRICK	BOARD MEMBER	1.00	Director	$0	$0	$2,000
NICOLE FORTE	BOARD MEMBER	1.00	Director	$0	$0	$3,000
JOSEPH GAGLIANO	BOARD MEMBER	1.00	Director	$0	$0	$3,500
KENDRA M GODICIU	BOARD MEMBER	1.00	Director	$0	$0	$3,000
ERIC D JONES	BOARD MEMBER	1.00	Director	$0	$0	$3,000
JOHN GUYER	CEO	1.00	Officer	$0	$25,678	$251,179
MARK MICHAEL	DIRECTOR OF OPERATIONS	1.00	Officer	$0	$42,052	$230,195
DAVID HOSKIN	TREASURER	1.00	Officer	$0	$14,625	$110,788
AMY COLE	VP OF HR	1.00	Highest	$0	$32,783	$194,330
ERICA RICHLEY	DIRECTOR OF SPECIAL EDUCATION	1.00	Highest	$0	$32,483	$143,390
HEATHER SINGER	EXECUTIVE DIRECTOR OF CURRICULUM	1.00	Highest	$0	$28,373	$135,462

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	No data	No data	No data	No data
2024	$2,787,819	$2,787,819	No data	No data
2023	$2,483,227	$2,483,227	No data	No data
2022	$2,557,795	$2,557,795	No data	No data
2021	$1,802,490	$1,802,490	No data	No data
2020	$2,487,561	$2,538,291	$942,075	$-50,730
2019	$2,614,170	$2,361,236	$996,350	$252,934
2018	$2,372,557	$1,343,257	$1,276,911	$1,029,300

SUMMIT ACADEMY COMMUNITY SCHOOL - WARREN C/O SUMMIT ACADEMY MANAGEMENT