THE SUMMER INSTITUTE INC

EIN: 832268691 501(c)(3) Education

HOUSTON, TX

Total Revenue
$294,575
Total Expenses
$248,035
Total Assets
$262,785
Net Assets
$262,785
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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
2018
Legal Domicile
TX
Principal Officer
BRANDON WALKER
Phone
2815947192
Tax Period
2024-01-01 to 2024-12-31

THE SUMMER INSTITUTE INC, founded in 2018, is a small nonprofit in the Education sector that reported $295K in total revenue in fiscal year 2024. The organization ran a surplus of $47K, a strong 16% operating margin.

Mission

THERE IS AN INEQUALITY IN THE EDUCATION AND ECONOMIC OUTCOMES BY STUDENTS IN UNDER-SERVED COMMUNITIES. THE SUMMER INSTITUTE AIMS TO CHANGE THE EQUATION AND THE NARRATIVE IT CREATES BY EQUIPPING LOW INCOME STUDENTS FROM HOUSTON'S 3RD WARD WITH THE NECESSARY RESOURCES TO COMPETE IN TODAY'S EDUCATIONAL LANDSCAPE. THE PURPOSE OF THE SUMMER INSTITUTE IS TO LEVERAGE THE RESOURCES OF A FLOURISHING AND CELEBRATED LEARNING INSTITUTION AND MAKE A POSITIVE IMPACT ON STUDENTS TRAJECTORY THROUGH A HANDS-ON, STEM FOCUSED INQUIRY BASED INSTRUCTIONAL MODEL, EXCEPTIONALLY LOW STUDENT TO TEACHER RATIOS, TUTORING SERVICES, AND A COMPREHENSIVE WELLNESS PROGRAM THAT INCLUDES LIFE AND STUDY SKILLS INSTRUCTION, MENTORSHIP OPPORTUNITIES AND INTENTIONAL CHARACTER DEVELOPMENT.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $292,575
Program Service Revenue $2,000
Investment Income $0
Other Revenue $0
TOTAL REVENUE $294,575

Expense Breakdown

Grants Paid $0
Salaries & Benefits $96,065
Fundraising Expenses $453
Program Expenses $186,271
Other Expenses $151,970
TOTAL EXPENSES $248,035

Year-over-Year Comparison

2024 2023 Change
Revenue $294,575 $275,847 +0.1%
Expenses $248,035 $211,623 +0.2%
Net Income $46,540 $64,224 -0.3%
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

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Governance

Voting Members
11
Independent Members
11
Employees
11
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
4
$21,538
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ASHLEA TAYLOR BOARD MEMBER 5.00
Director
$0 $0 $0
JESSICA WRIGHT BOARD MEMBER 5.00
Director
$0 $0 $0
JEFF SMITH BOARD MEMBER 5.00
Director
$0 $0 $0
AGNES MALLOY BOARD MEMBER 5.00
Director
$0 $0 $0
DR ELAINE ECKLUND BOARD MEMBER 5.00
Director
$0 $0 $0
DR JACQUELINE SMITH BOARD MEMBER 5.00
Director
$0 $0 $0
ANTHONY SAMPLES SECRETARY 8.00
Officer Director
$0 $0 $0
BRET STANLEY BOARD MEMBER 5.00
Director
$0 $0 $0
RICK BOTT CHAIRMAN 5.00
Officer
$0 $0 $0
BRANDON WALKER PRESIDENT AND EXECUTIVE DI 16.00
Officer
$0 $0 $0
DARNELL CLEARY TREASURER, VICE PRESIDENT AND DEVELOPMENT DIR 16.00
Officer
$21,538 $0 $21,538
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 $294,575 $248,035 $262,785 $46,540
2023 $275,847 $211,623 $216,245 $64,224
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