SUMMIT UNISERV COUNCIL (EIN 910903083) - 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

1973

Legal Domicile

Principal Officer

TRACI OVERSTREET

Phone

2538454535

Tax Period

2023-09-01 to 2024-08-31

SUMMIT UNISERV COUNCIL, founded in 1973, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Expenses of $1.1M left a modest 13% surplus.

Mission

TO PROMOTE THE CAUSE OF PUBLIC EDUCATION ON BEHALF OF ITS MEMBERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,301,422

Investment Income $388

Other Revenue $0

TOTAL REVENUE $1,301,810

Expense Breakdown

Grants Paid $0

Salaries & Benefits $901,421

Fundraising Expenses $0

Other Expenses $236,836

TOTAL EXPENSES $1,138,257

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,301,810	$1,358,887	0.0%
Expenses	$1,138,257	$1,120,475	+0.0%
Net Income	$163,553	$238,412	-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

N/A

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

$15,000

Total Directors

$15,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACI OVERSTREET	PRESIDENT	20.00	Officer Director	$15,000	$0	$15,000
JANET CALDWELL	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
BOB HORTON	TREASURER	2.00	Officer Director	$0	$0	$0
JENNA SLOTT	BOARD MEMBER	2.00	Director	$0	$0	$0
TJAY JOHNSON	BOARD MEMBER	2.00	Director	$0	$0	$0
BRADY VALLALA	BOARD MEMBER	2.00	Director	$0	$0	$0
ELISE PRICE	BOARD MEMBER	2.00	Director	$0	$0	$0
KELLIE SOLOMON	BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHANIE ELLWEIN	FIELD ASSIST	37.50	Highest	$118,618	$50,862	$169,480
JOSH GOODMAN	UNISERV REPR	37.50	Highest	$151,243	$86,865	$238,108
ANDREW PAGAN	UNISERV REPR	37.50	Highest	$187,188	$85,300	$272,488

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	$1,301,810	$1,138,257	$3,173,113	$163,553
2023	$1,358,887	$1,120,475	$3,058,087	$238,412
2022	$1,356,036	$1,115,112	$2,875,551	$240,924
2021	$1,325,642	$1,083,364	$3,090,460	$242,278
2020	$1,292,653	$1,010,612	$2,952,382	$282,041
2019	$1,149,489	$973,106	$3,251,304	$176,383
2018	$1,122,281	$970,419	$3,139,066	$151,862

SUMMIT UNISERV COUNCIL