THE SUMMER INSTITUTE INC

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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

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.

Program Service Accomplishments

Program 1

Expenses: $99,213

FIVE WEEK STEM BASED SUMMER PROGRAM FOR STUDENTS. THE PROGRAM AIMS TO LEVERAGE THE RESOURCES OF A FLOURISHING AND CELEBRATED LEARNING INSTITUTION AND MAKE A POSITIVE IMPACT ON STUDENTS TRAJECTORY...

FIVE WEEK STEM BASED SUMMER PROGRAM FOR STUDENTS. THE PROGRAM AIMS 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 DURING SUMMER BREAK FROM TRADITIONAL CLASSROOM INSTRUCTION.

Program 2

Expenses: $30,980

END OF SUMMER / ACADEMIC EXCURSIONS. THE SUMMER INSTITUTE OFFERS COMPREHENSIVE WELLNESS PROGRAMS THAT INCLUDES LIFE AND STUDY SKILLS INSTRUCTION, MENTORING OPPORTUNITIES AND INTENTIONAL CHARACTER...

END OF SUMMER / ACADEMIC EXCURSIONS. THE SUMMER INSTITUTE OFFERS COMPREHENSIVE WELLNESS PROGRAMS THAT INCLUDES LIFE AND STUDY SKILLS INSTRUCTION, MENTORING OPPORTUNITIES AND INTENTIONAL CHARACTER DEVELOPMENT PROGRAMS. THIS ASPECT INCLUDES END OF SUMMER TRIPS AND OTHER PROGRAMS

Program 3

Expenses: $29,961 Revenue: $2,000

SATURDAY SESSIONS. THE SUMMER INSTITUTE OFFERS SATURDAY INSTRUCTION PROGRAMS DURING SCHOOL YEAR THAT INCLUDE CLASSROOM INSTRUCTION, TESTING AND TUTORING PROGRAMS TO HELP UNDER-SERVED 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 (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

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

$21,538

Total Directors

Key Employees

Highest Compensated

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