Civic Intelligence

Summit Academy Inc

990 • Fiscal year 2021 • EIN 76-0845512

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

Organization ProfileWWW.SUMMITACADEMIESMA.COM
15 Jamesbury DriveWorcester, MA 01609

(508) 751-8500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

99th percentile

2.61x

Higher debt load relative to assets than 99% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.63x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

14th percentile

-11%

Higher net margin than 14% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

68th percentile

$96,584

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

79th percentile

32%

Faster asset growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

55th percentile

17%

Faster revenue growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$435,572

Up $106,533 (+32%) from 2020

Net Assets

Down

-$702,798

Down $202,047 (-40%) from 2020

Liabilities

Up

$1,138,370

Up $308,580 (+37%) from 2020

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin14th percentile

Revenue

Up

$1,793,488

Up $257,058 (+17%) from 2020

Expenses

Up

$1,998,535

Up $372,723 (+23%) from 2020

Net Income

Down

-$205,047

Down $115,665 (-129%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MAssets 2011: $67,227Liabilities 2011: $178,217Net Assets 2011: -$110,9902011Assets 2012: $36,319Liabilities 2012: $296,664Net Assets 2012: -$260,3452012Assets 2013: $65,266Liabilities 2013: $466,684Net Assets 2013: -$401,4182013Assets 2014: $84,580Liabilities 2014: $445,720Net Assets 2014: -$361,1402014Assets 2015: $209,458Liabilities 2015: $323,508Net Assets 2015: -$114,0502015Assets 2016: $236,927Liabilities 2016: $447,363Net Assets 2016: -$210,4362016Assets 2017: $268,933Liabilities 2017: $420,427Net Assets 2017: -$151,4942017Assets 2018: $152,884Liabilities 2018: $440,669Net Assets 2018: -$287,7852018Assets 2019: $257,157Liabilities 2019: $668,526Net Assets 2019: -$411,3692019Assets 2020: $329,039Liabilities 2020: $829,790Net Assets 2020: -$500,7512020Assets 2021: $435,572Liabilities 2021: $1,138,370Net Assets 2021: -$702,7982021Assets 2022: $383,545Liabilities 2022: $1,963,479Net Assets 2022: -$1,579,9342022Assets 2023: $390,452Liabilities 2023: $2,526,105Net Assets 2023: -$2,135,6532023Assets 2024: $2,483,923Liabilities 2024: $4,390,002Net Assets 2024: -$1,906,0792024

Highlighted filing

2021

Assets$435,572
Liabilities$1,138,370
Net Assets-$702,798
Open 2021 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,019,8042011Revenue 2012: $973,921Expenses 2012: $1,123,276Net Income 2012: -$149,3552012Revenue 2013: $1,226,888Expenses 2013: $1,285,060Net Income 2013: -$58,1722013Revenue 2014: $1,452,725Expenses 2014: $1,379,290Net Income 2014: $73,4352014Revenue 2015: $1,658,554Expenses 2015: $1,411,464Net Income 2015: $247,0902015Revenue 2016: $1,587,225Expenses 2016: $1,523,705Net Income 2016: $63,5202016Revenue 2017: $1,809,153Expenses 2017: $1,750,211Net Income 2017: $58,9422017Revenue 2018: $1,690,667Expenses 2018: $1,826,958Net Income 2018: -$136,2912018Revenue 2019: $1,864,612Expenses 2019: $1,988,196Net Income 2019: -$123,5842019Revenue 2020: $1,536,430Expenses 2020: $1,625,812Net Income 2020: -$89,3822020Revenue 2021: $1,793,488Expenses 2021: $1,998,535Net Income 2021: -$205,0472021Revenue 2022: $2,055,973Expenses 2022: $2,933,109Net Income 2022: -$877,1362022Revenue 2023: $2,531,578Expenses 2023: $3,087,296Net Income 2023: -$555,7182023Revenue 2024: $2,448,162Expenses 2024: $2,609,797Net Income 2024: -$161,6352024

Highlighted filing

2021

Revenue$1,793,488
Expenses$1,998,535
Net Income-$205,047
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$1,794,820
Mission and Program Overview

Mission

To operate a chapter 766 school in massachusetts for children with add, adhd, autism, asbergers and similar disorders.

School for students with autism, adhd and similar disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$22,952$187,172▲ $164,220
Accounts Receivable$49,480$113,229▲ $63,749
Cash and Non-Interest-Bearing Accounts$234,607$68,348▼ $166,259
Prepaid Expenses and Deferred Charges$11,000$22,300▲ $11,300
Total Assets$329,039$435,572▲ $106,533
Other Assets Total$11,000$44,523▲ $33,523
Liabilities
Mortgage Notes Payable Secured by Investment Property$549,426$972,586▲ $423,160
Accounts Payable and Accrued Expenses$280,364$165,784▼ $114,580
Total Liabilities$829,790$1,138,370▲ $308,580
Net Assets / Fund Balance
Net Assets With Donor Restrictions$29,030$0▼ $29,030
Net Assets Without Donor Restrictions$-529,781$-702,798▼ $173,017
Total Net Assets Fund Balance$-500,751$-702,798▼ $202,047
Total Liabilities and Net Assets / Fund Balance$329,039$435,572▲ $106,533

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$176,017$3,383$179,400
Equipment$8,674$78,184$86,858
Other Land Buildings$2,481$45,949$48,430
Other Assets Org$44,523--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Daniel DimezzaExecutive DirectorFT$96,584$96,584

Board Members and Trustees

NameTitle
Stephen J RamseyPresident
Michael MorganDirector
Terrance InganoDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$85,588
Program Service Revenue
$1,708,888
Investment Income
$0
Other Revenue
$-988
All Other Contributions
$79,712
Change in Net Assets
$-205,047

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,794,820
Revenue Not Reported on Financial Statements
$-1,332
Revenue Not Reported on Form 990
$3,000
Other Revenue Adjustments
$-1,332
Total Revenue per Audited Statements
$1,797,820
Total Revenue per Form 990
$1,793,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,439,269
Other Expenses$559,266
Total Fundraising Expense$3,773
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,130,696$48,451$3,350$1,182,497
Occupancy$222,747--$222,747
Payroll Taxes$98,887$12,588$293$111,768
Current Officers, Directors, Trustees, and Key Employees-$95,481-$95,481
Fees for Services Management$71,551--$71,551
Advertising$61,480--$61,480
Office Expenses$51,287$3,842-$55,129
Other Employee Benefits$43,815$5,578$130$49,523
Fees for Services Legal$43,033--$43,033
Interest$24,384--$24,384
Fees for Services Accounting-$18,304-$18,304
Insurance$13,794--$13,794
Depreciation Depletion$11,195--$11,195
Fees for Services Other$3,756$4,614-$8,370
Other Expenses$1,623--$1,623
All Other Expenses$642--$642
Travel-$376-$376
Total Functional Expenses$1,805,528$189,234$3,773$1,998,535

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,999,867
Expenses per Audited Statements$1,998,535
Total Expenses per Form 990$1,998,535
Expenses Not Reported on Form 990$1,332
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,332
Fundraising Gross Income$324
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft copy of the 990 is provided to the board of directors of the organization for review. Upon review and discussion, if there are no changes required, it is voted on to be filed by the accounting firm. If any changes are required, they are made and then filed accordingly.”

Form 990, Part VI, Section B, Line 12C

“The board of directors meet regularly. As part of these meetings, conflicts of interest are discussed to ensure that all ongoings are in the best interest of the school.”

Form 990, Part VI, Section B, Line 15A

“Executive director salary is determined and set by the board of directors based on the average salary of a massachusetts private 766 school.”

Form 990, Part VI, Section C, Line 18

“990 is available on guidestar. The form 1023 and 990's are avaialable upon request at the organization's place of business.”

Form 990, Part VI, Section C, Line 19

“All information is available upon request at the organization's place of business.”

Filing and Contact Details

Filer

Filer Name
Summit Agency Inc
EIN
76-0845512
Phone
5087518500
Address
15 JAMESBURY DRIVE, WORCESTER, MA 01609

Signing Officer

Name
Daniel Dimezza
Title
Executive Director
Phone
5087518500
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Dimezza
Formed
2006
Legal Domicile
Ma
Voting Board Members
4
Independent Board Members
4
Employees
50
Volunteers
0

Preparer

Firm
O'CONNOR MALONEY & CO CPA'S
Address
1 MERCANTILE STREET SUITE 760, WORCESTER, MA 01608
Preparer
Anthony D Rozevicius
Phone
5087576391
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management does not believe the organization's financial statements include any uncertain tax positions. Generally, the organization's tax returns remain subject to examination for a period of three years.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Direct funraising expenses -1,332.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses 1,332.”

Raw XML AppendixShowing 400 of 417 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYTotalExpensesAmt01625812
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01536430
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-205047
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01670688
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt03000
IRS990ScheduleD/EquipmentGrp/BookValueAmt08674
IRS990ScheduleD/EquipmentGrp/DepreciationAmt078184
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt086858
IRS990ScheduleD/ExpensesNotReportedAmt01332
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01998535
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0176017
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03383
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0179400
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt044523
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/OtherExpensesIncludedAmt01332
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02481
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt045949
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt048430
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-1332
IRS990ScheduleD/RevenueNotReportedAmt03000
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-1332
IRS990ScheduleD/RevenueSubtotalAmt01794820
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION'S FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. GENERALLY, THE ORGANIZATION'S TAX RETURNS REMAIN SUBJECT TO EXAMINATION FOR A PERIOD OF THREE YEARS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNRAISING EXPENSES -1,332.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSES 1,332.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0187172
IRS990ScheduleD/TotalBookValueOtherAssetsAmt044523
IRS990ScheduleD/TotalExpensesPerForm990Amt01998535
IRS990ScheduleD/TotalRevenuePerForm990Amt01793488
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01797820
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01999867
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL'S NON-DISCRIMINATORY POLICY IS PART OF ALL PROMOTIONAL MATERIALS GIVEN TO PARENTS, PROSPECTIVE STUDENTS, AND OTHER ITNERESTED PARTIES. IN ADDITION, THE POLICY IS STATED IN MATERIALS GIVEN TO OTHER SCHOOL DISTRICTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RECEIVES SERVICE FEES FROM VARIOUS COMMUNITIES THROUGHOUT MASSACHUSETTS. THE SERVICE FEES ARE NEGOTIATED THROUGH THE MASSACHUSETTS OPERATIONAL SERVICES DIVISION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS OF THE ORGANIZATION FOR REVIEW. UPON REVIEW AND DISCUSSION, IF THERE ARE NO CHANGES REQUIRED, IT IS VOTED ON TO BE FILED BY THE ACCOUNTING FIRM. IF ANY CHANGES ARE REQUIRED, THEY ARE MADE AND THEN FILED ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS MEET REGULARLY. AS PART OF THESE MEETINGS, CONFLICTS OF INTEREST ARE DISCUSSED TO ENSURE THAT ALL ONGOINGS ARE IN THE BEST INTEREST OF THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE DIRECTOR SALARY IS DETERMINED AND SET BY THE BOARD OF DIRECTORS BASED ON THE AVERAGE SALARY OF A MASSACHUSETTS PRIVATE 766 SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3990 IS AVAILABLE ON GUIDESTAR. THE FORM 1023 AND 990'S ARE AVAIALABLE UPON REQUEST AT THE ORGANIZATION'S PLACE OF BUSINESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL INFORMATION IS AVAILABLE UPON REQUEST AT THE ORGANIZATION'S PLACE OF BUSINESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0329039
IRS990/TotalAssetsEOYAmt0435572
IRS990/TotalAssetsGrp/BOYAmt0329039
IRS990/TotalAssetsGrp/EOYAmt0435572
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt085588
IRS990/TotalEmployeeCnt050
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03773
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0189234
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01805528
IRS990/TotalFunctionalExpensesGrp/TotalAmt01998535
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0829790
IRS990/TotalLiabilitiesEOYAmt01138370
IRS990/TotalLiabilitiesGrp/BOYAmt0829790
IRS990/TotalLiabilitiesGrp/EOYAmt01138370
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-500751
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-702798
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01805528
IRS990/TotalProgramServiceRevenueAmt01708888
IRS990/TotalReportableCompFromOrgAmt096584
IRS990/TotalRevenueGrp/ExclusionAmt0-1008
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01708908
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01793488
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0329039
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0435572
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0376
IRS990/TravelGrp/TotalAmt0376
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt081 BROAD STREET
IRS990/USAddress/CityNm0BARRE
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001005
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.SUMMITACADEMIESMA.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL DIMEZZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05087518500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT AGENCY INC
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0760845512
ReturnHeader/Filer/PhoneNum05087518500
ReturnHeader/Filer/USAddress/AddressLine1Txt015 JAMESBURY DRIVE
ReturnHeader/Filer/USAddress/CityNm0WORCESTER

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$435,572
Liabilities
$1,138,370
Net assets
-$702,798
Revenue
$1,793,488
Expenses
$1,998,535
Net income
-$205,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$4.39$1.91$2.45$2.61$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$2.53$2.14$2.53$3.09$0.56
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$1.96$1.58$2.06$2.93$0.88
2021Detailed filing. Detailed filing data is available for this year.$0.44$1.14$0.70$1.79$2.00$0.21
2020Summary only. Only limited summary data is available for this year.$0.33$0.83$0.50$1.54$1.63$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.67$0.41$1.86$1.99$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.44$0.29$1.69$1.83$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.42$0.15$1.81$1.75$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.45$0.21$1.59$1.52$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.32$0.11$1.66$1.41$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.45$0.36$1.45$1.38$0.07
2013Summary only. Only limited summary data is available for this year.$0.07$0.47$0.40$1.23$1.29$0.06
2012Summary only. Only limited summary data is available for this year.$0.04$0.30$0.26$0.97$1.12$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.18$0.11$1.02