SUMMIT MIDDLE CHARTER SCHOOL INC (EIN 841562333) - 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

2000

Legal Domicile

Principal Officer

MATT DAHL

Phone

7205613925

Tax Period

2022-07-01 to 2023-06-30

SUMMIT MIDDLE CHARTER SCHOOL INC, founded in 2000, is a community nonprofit in the Education sector that reported $5.3M in total revenue in fiscal year 2022. Expenses of $4.9M left a modest 6% surplus.

Mission

PUBLIC EDUCATION FOR MAINSTREAM LEARNERS IN A MIDDLE SCHOOL SETTING.

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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 $5,167,361

Program Service Revenue $85,106

Investment Income $0

Other Revenue $1,685

TOTAL REVENUE $5,254,152

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,449,872

Fundraising Expenses $0

Program Expenses $2,967,369

Other Expenses $1,465,422

TOTAL EXPENSES $4,915,294

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,254,152	$4,894,569	+0.1%
Expenses	$4,915,294	$4,739,319	+0.0%
Net Income	$338,858	$155,250	+1.2%

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

N/A

Volunteers

250

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

$195,433

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM GALVIN	PRINICPAL	45.00	Officer	$151,526	$43,907	$195,433
LISA CHASE	CHAIR	0.50	Officer Director	$0	$0	$0
DANIEL SIMON	TREASURER	4.00	Officer Director	$0	$0	$0
SHARI POLIS	SECRETARY	0.50	Officer Director	$0	$0	$0
MATT DAHL	MEMBER	0.50	Director	$0	$0	$0
CASEY GALLAGHER	MEMBER	0.50	Director	$0	$0	$0
MONSERRAHT HERNANDEZ	MEMBER	0.50	Director	$0	$0	$0
ERIN ROBBINS	MEMBER	0.50	Director	$0	$0	$0
MARY KATHRYN WOOD	MEMBER	0.50	Director	$0	$0	$0
KATIE SCHWAB	MEMBER	0.50	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$5,254,152	$4,915,294	$4,516,904	$338,858
2022	$4,894,569	$4,739,319	$4,087,455	$155,250
2021	$4,417,232	$3,970,065	$4,571,181	$447,167
2020	$4,431,777	$4,023,248	$2,975,980	$408,529
2019	$4,308,775	$3,852,227	$3,996,308	$456,548
2018	$3,959,851	$6,010,612	$5,280,479	$-2,050,761

SUMMIT MIDDLE CHARTER SCHOOL INC