SUMMIT AGENCY INC

EIN: 760845512 501(c)(3) Education

WORCESTER, MA

Total Revenue
$2,531,578
Total Expenses
$3,087,296
Total Assets
$390,452
Net Assets
$-2,135,653
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
MA
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

TO OPERATE A CHAPTER 766 SCHOOL IN MASSACHUSETTS FOR CHILDREN WITH ADD, ADHD, AUTISM, ASBERGERS AND SIMILAR DISORDERS.

Program Service Accomplishments

Program 1
Expenses: $1,746,438 Revenue: $1,928,728

EDUCATIONAL SERVICES PROVIDED TO APPROXIMATELY 38 STUDENTS WITH AUTISM, ADHD AND RELATED DISABILITIES.

Program 2
Revenue: $53,380

SUMMER SCHOOL PROGRAM PROVIDED THE STRUCTURE OF THE SCHOOL PROGRAM DURING THE SUMMER WHILE SCHOOL WAS OUT OF SESSION.

Program 3
Expenses: $1,022,162 Revenue: $504,008

UNVERSITY RESIDENCE PROGRAM PROVIDED TO COLLEGE STUDENTS WITH AUTISM AND RELATED DIAGNOSES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

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
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
4
Independent Members
4
Employees
53
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
2
$71,447
Total Directors
4
$71,447
Key Employees
0
$0
Highest Compensated
0
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
Explore More Nonprofits
→Top 100 Nonprofits in Massachusetts →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare SUMMIT AGENCY INC with other nonprofits in Massachusetts and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.