SUMMIT ACADEMY CHARTER SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SUMMIT ACADEMY CHARTER SCHOOL (EIN 26-4243160)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201311359349300831
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T08:36:42-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161092347 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENGEL METZGER BARR & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CHESTNUT STREET SUITE 1200 | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264243160 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMIT ACADEMY CHARTER SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SUMM | NameControl |
| Phone | 3472426710 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 HUNTINGTON STREET NO 321 | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11231 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NATASHA CAMPBELL | Name |
| Title | OFFICER/DIRECTOR | Title |
| Phone | 3472426710 | Phone |
| Date Signed | 2013-05-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELLE CAIN | Name |
| PTIN | P00150750 | PTIN |
| Phone | 5854231860 | Phone |
| Date Prepared | 2013-05-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | NATASHA CAMPBELL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 HUNTINGTON STREET NO 321 | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11231 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3992920 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SUMMITACADEMYCHARTERSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2009 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | OUR MISSIONSUMMIT ACADEMY CHARTER SCHOOL BRIDGES THE GAP BETWEEN ASPIRATIONS AND REALITIES BY PREPARING 6TH THROUGH 12TH GRADE STUDENTS TO GAIN ACCEPTANCE TO, EXCEL IN AND GRADUATE FROM COLLEGE BY USING THREE PILLARS OF SUCCESS: MASTERY OF CORE SUBJECTS, CHARACTER BUILDING, AND COMMUNITY LEADERSHIP. BY ENGAGING STUDENTS WITH AN ACADEMICALLY RIGOROUS, COLLEGE-PREPARATORY CURRICULUM AND SUPPORTING THEM IN A COMMUNITY FOCUSED ON HIGH ACADEMIC ACHIEVEMENT AND STRONG CHARACTER BUILDING, SUMMIT ACADEMY WILL PREPARE OUR YOUNG PEOPLE TO PARTICIPATE MEANINGFULLY IN THE GREATER ECONOMY AND EXPAND THEIR CHOICES AND OPPORTUNITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 51 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 442271 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 379773 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2765986 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3613114 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 12 | InvestmentIncomePriorYear |
| Investment Income Current Year | 33 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3208269 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3992920 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1619220 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2523668 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 100482 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1032862 | OtherExpensePriorYear |
| Other Expenses Current Year | 1156436 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2652082 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3680104 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 556187 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 312816 | RevenuesLessExpensesCY |
| Total Assets BOY | 1217750 | TotalAssetsBOY |
| Total Assets EOY | 1593061 | TotalAssetsEOY |
| Total Liabilities BOY | 153442 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 215937 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1064308 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1377124 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OUR MISSIONSUMMIT ACADEMY CHARTER SCHOOL BRIDGES THE GAP BETWEEN ASPIRATIONS AND REALITIES BY PREPARING 6TH THROUGH 12TH GRADE STUDENTS TO GAIN ACCEPTANCE TO, EXCEL IN AND GRADUATE FROM COLLEGE BY USING THREE PILLARS OF SUCCESS: MASTERY OF CORE SUBJECTS, CHARACTER BUILDING, AND COMMUNITY LEADERSHIP. BY ENGAGING STUDENTS WITH AN ACADEMICALLY RIGOROUS, COLLEGE-PREPARATORY CURRICULUM AND SUPPORTING THEM IN A COMMUNITY FOCUSED ON HIGH ACADEMIC ACHIEVEMENT AND STRONG CHARACTER BUILDING, SUMMIT ACADEMY WILL PREPARE OUR YOUNG PEOPLE TO PARTICIPATE MEANINGFULLY IN THE GREATER ECONOMY AND EXPAND THEIR CHOICES AND OPPORTUNITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3077237 | Expense |
| Revenue | 3613114 | Revenue |
| Description | THE PURPOSE OF THE SCHOOL IS TO PREPARE STUDENTS IN GRADES SIX THROUGH TWELVE FOR EDUCATIONAL SUCCESS FROM MIDDLE SCHOOL THROUGH COLLEGE THIS WILL BE ACCOMPLISHED THROUGH A DEMANDING DATA DRIVEN EDUCATION BASED ON HIGH STANDARDS, STRUCTURE, AND ACCOUNTABILITY. THE SCHOOL CURRENTLY SERVES APPROXIMATELY 210 STUDENTS IN GRADES SIX AND EIGHT WITH A GROWTH PLAN THAT INCLUDES ADDING A GRADE EACH YEAR UNTIL CAPCITY IS MET AT TWELFTH GRADE AND APPROXIMATELY 700 STUDENTS. | Description |
| Total Program Service Expense | 3077237 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 51 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SAMEASE HANDSHAW | NamePerson |
| Telephone Number | 3472426710 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 HUNTINGTON STREET ROOM 321 | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11231 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ROBERT BRISSETT | |||||||
| BOARD CHAIR | 5.00 | X | X | 0 | 0 | 0 | |
| GENE MOORE | |||||||
| VICE BOARD CHAIR | 5.00 | X | X | 0 | 0 | 0 | |
| FLOYD MITCHELL | |||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 | |
| DOROTHY SHIELDS | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| CHAKA PILGRIM | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| JOHN BURNETT | |||||||
| PARTIAL YEAR BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| JAMES SALNAVE | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| STANLEY BAZEL | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| MICHAEL KOSTY | |||||||
| PARTIAL YEAR BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| XAVIER SMITH | |||||||
| PARTIAL YEAR BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| MONICA ORTIZ | |||||||
| PARTIAL YEAR BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| DENNIS MCINTOSH | |||||||
| BOARD CHAIR | 5.00 | X | 0 | 0 | 0 | ||
| NATASHA CAMPBELL | |||||||
| EXECUTIVE DIRECTOR | 50.00 | X | 143621 | 0 | 13876 | ||
| SEMEASE HANDSHAW | |||||||
| DIRECTOR OF FINANCE & OPER | 50.00 | X | 78216 | 0 | 9029 | ||
| SHAHARA JACKSON | |||||||
| PRINCIPAL | 50.00 | 125145 | 0 | 14141 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 346982 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 37046 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FORTUNE JD LLC | |||||
| 42 WEST 48TH STREET | NEW YORK | NY | 10036 | SECURITY & RENT DEPOSITS | 219091 |
| CONFERENCE ASSOCIATES INCORPORATED | |||||
| 180 E MAIN STREET SUITE 205 | PATCHOGUE | NY | 11772 | HEALTH PLAN ADMINISTRATORS | 166612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 359964 | GovernmentGrants |
| All Other Contributions | 19809 | AllOtherContributions |
| Total Contributions | 379773 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STATE AND LOCAL PER PU | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 3613114 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3613114 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3613114 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33 | TotalRevenueColumn |
| Exclusion | $33 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3992920 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3613114 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $33 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245218 | Total |
| Program Services | 35633 | ProgramServices |
| Management And General | 209585 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1874628 | Total |
| Program Services | 1752514 | ProgramServices |
| Management And General | 55114 | ManagementAndGeneral |
| Fundraising | 67000 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16778 | Total |
| Program Services | 12791 | ProgramServices |
| Management And General | 1582 | ManagementAndGeneral |
| Fundraising | 2405 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198429 | Total |
| Program Services | 179184 | ProgramServices |
| Management And General | 12454 | ManagementAndGeneral |
| Fundraising | 6791 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188615 | Total |
| Program Services | 160530 | ProgramServices |
| Management And General | 22049 | ManagementAndGeneral |
| Fundraising | 6036 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339484 | Total |
| Program Services | 198915 | ProgramServices |
| Management And General | 140238 | ManagementAndGeneral |
| Fundraising | 331 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36256 | Total |
| Program Services | 35104 | ProgramServices |
| Management And General | 1152 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97034 | Total |
| Program Services | 82592 | ProgramServices |
| Management And General | 11341 | ManagementAndGeneral |
| Fundraising | 3101 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42335 | Total |
| Program Services | 36034 | ProgramServices |
| Management And General | 4948 | ManagementAndGeneral |
| Fundraising | 1353 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7964 | Total |
| Program Services | 7908 | ProgramServices |
| Management And General | 56 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7948 | Total |
| Management And General | 7948 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80551 | Total |
| Program Services | 68563 | ProgramServices |
| Management And General | 9414 | ManagementAndGeneral |
| Fundraising | 2574 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19359 | Total |
| Program Services | 16155 | ProgramServices |
| Management And General | 3204 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INSTRUCTIONAL SUPPLIES | 363279 | 363279 | ||
| STAFF DEVELOPMENT | 124412 | 103805 | 19890 | 717 |
| STUDENT MEALS | 10884 | 10884 | ||
| DUES, FEES & SUBSCRIPTI | 9364 | 9364 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17566 | Total |
| Program Services | 3982 | ProgramServices |
| Management And General | 3410 | ManagementAndGeneral |
| Fundraising | 10174 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3680104 | Total |
| Program Services | 3077237 | ProgramServices |
| Management And General | 502385 | ManagementAndGeneral |
| Fundraising | 100482 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 392973 | BOY |
| EOY | 484477 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40025 | BOY |
| EOY | 75028 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52900 | BOY |
| EOY | 72490 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22520 | BOY |
| EOY | 26300 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32281 | BOY |
| EOY | 229862 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 655261 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 169448 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 457960 | BOY |
| EOY | 485813 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219091 | BOY |
| EOY | 219091 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1217750 | BOY |
| EOY | 1593061 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132846 | BOY |
| EOY | 83888 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11929 | BOY |
| EOY | 3355 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8667 | BOY |
| EOY | 128694 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153442 | BOY |
| EOY | 215937 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1064308 | BOY |
| EOY | 1377124 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1064308 | BOY |
| EOY | 1377124 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1217750 | BOY |
| EOY | 1593061 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 312816 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 196074 | OtherCostOrOtherBasis |
| Book Value | 196074 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 459187 | OtherCostOrOtherBasis |
| Depreciation | 169448 | Depreciation |
| Book Value | 289739 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 485813 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| SECURITY DEPOSITS | 139924 |
| PREPAID RENT | 79167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 219091 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED LEASE LIABILITY | $6,667 |
| ACCRUED PAYROLL | $122,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 128694 | TotalOfAmounts |
| Total Revenue | 3992920 | TotalRevenue |
| Total Expenses | 3680104 | TotalExpenses |
| Excess Or Deficit For Year | 312816 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 312816 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3992920 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 3992920 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3992920 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3680104 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3680104 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3680104 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE CHARTER SCHOOL FILES FORM 990 IN THE U.S. FEDERAL JURISTICTION. TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2009 THROUGH JUNE 30, 2012 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS. MANAGEMENT OF THE CHARTER SCHOOL BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. | Explanation |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE ORGANIZATION PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY DURING THE REGISTRATION PERIOD BY LISTING THE POLICY IN OUR NEWSPAPER ADVERTISEMENT, ENROLLMENT APPLICATIONS AND ON OUR PUBLIC WEBSITE. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECEIVES START-UP GRANTS FOR FACILITIES AND IMPLEMENTATION AND CORE PUPIL AID. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | NATASHA CAMPBELL | NamePerson |
| Base Compensation Filing Org | 143621 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 6100 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 7776 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 157497 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Loan Table LoanTable
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREINDS OF SUMMIT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Loan | TO ASSIST THE ORAGNIZATION IN OBTAINING ITS CHARTER. | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $26,300 | OriginalPrincipalAmount |
| Balance Due | 26300 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 26300 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CONTINUATION OF MISSION | FORM 990, PART I, LINE 1 | VISION SUMMIT ACADEMY DEVELOPS ACADEMIC EXCELLENCE, INSTILLS CHARACTER, AND CULTIVATES LEADERSHIP. OUR ACADEMIC PROGRAM AND COLLEGE PREPARATORY CURRICULUM ARE STRUCTURED TO ACCOMPLISH TWO GOALS: (1) STUDENT ACQUISITION AND MASTERY OF BASIC LITERACY, NUMERACY, AND WRITING SKILLS AND (2) STUDENT APPLICATION OF BASIC SKILLS TO SYNTHESIZE, ANALYZE, APPLY, AND MAKE INFERENCES ABOUT CONTENT THAT IS MORE CHALLENGING AND COMPLEX. STUDENTS WILL BE ABLE TO ANSWER THE WHAT, WHY AND HOW IN ALL SUBJECT AREAS. STAFF, STUDENTS, FAMILIES AND THE COMMUNITY ARE INVOLVED IN THE EDUCATIONAL PROCESS TO CREATE A SAFE, SUPPORTIVE ENVIRONMENT WHERE STUDENTS ARE MOTIVATED TO LEARN AND BELIEVE THAT SUCCESS IS ATTAINABLE. EVERYONE HONORS AND RESPECTS THE DIFFERENCE AND UNIQUENESS OF EACH INDIVIDUAL WHILE DEVELOPING A SENSE OF RESPONSIBILITY TOWARD THEMSELVES, THEIR SCHOOL COMMUNITY, AND THE COMMUNITY AT LARGE. |
| CONTINUATION OF MISSION | FORM 990, PART III, LINE 1 | VISION SUMMIT ACADEMY DEVELOPS ACADEMIC EXCELLENCE, INSTILLS CHARACTER, AND CULTIVATES LEADERSHIP. OUR ACADEMIC PROGRAM AND COLLEGE PREPARATORY CURRICULUM ARE STRUCTURED TO ACCOMPLISH TWO GOALS: (1) STUDENT ACQUISITION AND MASTERY OF BASIC LITERACY, NUMERACY, AND WRITING SKILLS AND (2) STUDENT APPLICATION OF BASIC SKILLS TO SYNTHESIZE, ANALYZE, APPLY, AND MAKE INFERENCES ABOUT CONTENT THAT IS MORE CHALLENGING AND COMPLEX. STUDENTS WILL BE ABLE TO ANSWER THE WHAT, WHY AND HOW IN ALL SUBJECT AREAS. STAFF, STUDENTS, FAMILIES AND THE COMMUNITY ARE INVOLVED IN THE EDUCATIONAL PROCESS TO CREATE A SAFE, SUPPORTIVE ENVIRONMENT WHERE STUDENTS ARE MOTIVATED TO LEARN AND BELIEVE THAT SUCCESS IS ATTAINABLE. EVERYONE HONORS AND RESPECTS THE DIFFERENCE AND UNIQUENESS OF EACH INDIVIDUAL WHILE DEVELOPING A SENSE OF RESPONSIBILITY TOWARD THEMSELVES, THEIR SCHOOL COMMUNITY, AND THE COMMUNITY AT LARGE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AFTER THE 990 HAS BEEN REVIEWED A COPY IS THEN FORWARDED ELECTRONICALLY TO EACH BOARD MEMBER PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH OFFICER, TRUSTEE, AND KEY EMPLOYEE SHALL DISCLOSE IN WRITING ANNUALLY ALL CONFLICTS TO THE BOARD PRIOR TO THE DISCUSSION OF THE UNDERLYING MATTER OR TRANSACTION BY THE BOARD AND SHALL DRAW TO THE ATTENTION OF THE BOARD SUCH CONFLICT AT ANY SUBSEQUENT MEETINGS AT WHICH SUCH MATTER OR TRANSACTION IS DISCUSSED FOLLOWING SUCH DISCLOSURE, A TRUSTEE SHALL BE ENTITLED TO TAKE PART IN THE DISCUSSIONS OF THE BOARD CONCERNING SUCH MATTER OR TRANSACTION AND SHALL BE CONSIDERED IN DETERMINING WHETHER A QUORUM IS PRESENT, BUT SHALL NOT BE ENTITLED TO VOTE ON THE APPLICABLE MATTER OR TRANSACTION THE QUESTION OF WHETHER A CONFLICT EXISTS SHALL, IN THE ABSENCE OF CERTAINTY, BE DETERMINED BY THE VOTE OF A MAJORITY OF DISINTERESTED DIRECTORS PRESENT AT THE MEETING CALLED FOR THE PURPOSE OF DISCUSSING THE TRANSACTION OR MATTER TO WHICH THE CONFLICT RELATES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS OF SUMMIT ACADEMY CHARTER SCHOOL DETERMINED AND APPROVED THE SALARIES OF THE EXECUTIVE DIRECTOR AND PRINCIPAL OF THE SCHOOL TO ENSURE SALARIES ARE COMPARABLE WITH THOSE OF OTHER SCHOOLS WITHIN THE CITY IN WHICH THE SCHOOL OPERATES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | .THESE DOCUMENTS ARE AVAILABLE UPON REQUEST | |
| FORM 990, PART XII, LINE 2C | THE BOARD OF TRUSTEES ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT ACCOUNTANTS. |