SUMMIT AGENCY INC (EIN 760845512) - 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

2006

Legal Domicile

Principal Officer

DANIEL DIMEZZA

Phone

5087518500

Tax Period

2022-07-01 to 2023-06-30

SUMMIT AGENCY INC, founded in 2006, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2022. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $3.1M exceeded revenue, resulting in a 22% operating deficit.

Mission

SCHOOL FOR STUDENTS WITH AUTISM, ADHD AND SIMILAR DISABILITIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $45,462

Program Service Revenue $2,486,066

Investment Income $0

Other Revenue $50

TOTAL REVENUE $2,531,578

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,194,305

Fundraising Expenses $0

Program Expenses $2,768,600

Other Expenses $892,991

TOTAL EXPENSES $3,087,296

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,531,578	$2,055,973	+0.2%
Expenses	$3,087,296	$2,933,109	+0.1%
Net Income	$-555,718	$-877,136	-0.4%

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

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

$71,447

Total Directors

$71,447

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL DIMEZZA	EXECUTIVE DIRECTOR	40.00	Officer Director	$71,447	$0	$71,447
STEPHEN J RAMSEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS LOWTHER	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$2,531,578	$3,087,296	$390,452	$-555,718
2022	$2,055,973	$2,933,109	$383,545	$-877,136
2022	$2,076,948	$2,908,216	$382,546	$-831,268
2021	$1,793,488	$1,998,535	$435,572	$-205,047
2019	$1,864,612	$1,988,196	$257,157	$-123,584
2018	$1,690,667	$1,826,958	$152,884	$-136,291

SUMMIT AGENCY INC