SUMMIT CENTER INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SUMMIT CENTER INC (EIN 16-1095750)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-04
- IRS object ID
- 202631249349300048
- Schema version
- 2024v5.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-04T12:41:42-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 SULLYS TRAIL | AddressLine1Txt |
| City | PITTSFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161095750 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SUMMIT CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUMM | BusinessNameControlTxt |
| Phone | 7166293400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 STAHL ROAD | AddressLine1Txt |
| City | GETZVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14068 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT BANACH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7166293400 | PhoneNum |
| Signature | 2026-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL VOLLMER | PreparerPersonNm |
| PTIN | P01322902 | PTIN |
| Phone | 5853811000 | PhoneNum |
| Preparation | 2026-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT BANACH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 STAHL ROAD | AddressLine1Txt |
| City | GETZVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,519,545 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THESUMMITCENTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PREPARE CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES OR BEHAVIORAL CHALLENGES AND THEIR FAMILIES FOR LIFE SUCCESS. THE ORGANIZATION'S VISION IS THAT EVERYONE WITH A DISABILITY WILL ACHIEVE A FULL AND PRODUCTIVE LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 870 | TotalEmployeeCnt |
| Total Volunteers | 251 | TotalVolunteersCnt |
| Total Gross UBI | $31,819 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $30,819 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $690,208 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,463,172 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,222,695 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $45,254,421 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,026 | PYInvestmentIncomeAmt |
| CY Investment Income | $40,781 | CYInvestmentIncomeAmt |
| PY Other Revenue | $496,790 | PYOtherRevenueAmt |
| CY Other Revenue | $177,863 | CYOtherRevenueAmt |
| PY Total Revenue | $35,443,719 | PYTotalRevenueAmt |
| CY Total Revenue | $50,936,237 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $31,091,729 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $38,524,227 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $338,665 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,238,847 | PYOtherExpensesAmt |
| CY Other Expenses | $7,288,148 | CYOtherExpensesAmt |
| PY Total Expenses | $36,330,576 | PYTotalExpensesAmt |
| CY Total Expenses | $45,812,375 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$886,857 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,123,862 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,698,933 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,801,403 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,142,094 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,224,451 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,556,839 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,576,952 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SUMMIT CENTER, INC. IS A PRIVATE, NOT-FOR-PROFIT ORGANIZATION APPROVED BY NEW YORK STATE TO PROVIDE EDUCATIONAL, THERAPEUTIC, AND SUPPORT SERVICES TO CHILDREN AND YOUNG ADULTS WITH AUTISM, SPEECH DELAYS AND DISORDERS, AND OTHER CONDITIONS THAT AFFECT DEVELOPMENT AND LEARNING. THROUGH ITS NETWORK OR SERVICES, SUMMIT PROVIDES SPECIALIZED SCHOOLS, HOME-BASED SERVICES, RESPITE AND RECREATION, EARLY INTERVENTION AND PRESCHOOL PROGRAMS, AND EXPERT CONSULTING. IN COLLABORATION WITH LOCAL COLLEGES AND UNIVERSITIES IT CONDUCTS APPLIED RESEARCH AND TRAINS INDIVIDUALS SEEKING TO WORK IN THE AREA OF DEVELOPMENTAL DISABILITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,022,768 | ExpenseAmt |
| Revenue | $4,578,842 | RevenueAmt |
| Desc | OPWDD SERVICES - SUMMIT PROVIDES SERVICES SPONSORED BY THE NEW YORK STATE OFFICE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES (OPWDD) TO ELIGIBLE INDIVIDUALS. THESE SERVICES INCLUDE COMMUNITY AND DAY HABILITATION SERVICES, IN WHICH A STAFF MEMBER PROVIDES TRAINING TO INDIVIDUALS IN SELF-HELP SKILLS AND ACTIVITIES OF DAILY LIVING IN THEIR HOME OR COMMUNITY. SUMMIT ALSO PROVIDES RESPITE SERVICES, WHICH PROVIDES SHORT-TERM RELIEF TO FAMILIES BY PROVIDING A CHILD-CARE WORKER WHO ORGANIZES AND PROVIDES STRUCTURED ACTIVITIES, BOTH IN THE HOME AND ON SITE AT SUMMIT. IN ADDITION, SUMMIT PROVIDES FAMILY TRAINING IN A GROUP SETTING, OR AN INDIVIDUAL BASIS, AS WELL AS SUPPORTED EMPLOYMENT SERVICES, WHICH OFFERS SUPPORT TO INDIVIDUALS IN IDENTIFYING, SECURING AND MAINTAINING EMPLOYMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $29,237,617 | ExpenseAmt |
| Revenue | $32,333,053 | RevenueAmt |
| Desc | SCHOOL AGE - SUMMIT'S SCHOOL-AGE PROGRAM PROVIDES A 12-MONTH SCHOOL EXPERIENCE FOR STUDENTS. SMALL GROUPS OF 6-12 STUDENTS WORK IN A CLASSROOM WITH A SPECIAL EDUCATION TEACHER, SPEECH-LANGUAGE PROFESSIONAL, INSTRUCTIONAL AIDE AND THE SUPPORT OF RELATED SERVICE PROVIDERS IN MANY AREAS INCLUDING OCCUPATIONAL AND PHYSICAL THERAPY, ADAPTIVE PHYSICAL EDUCATION, AUDIOLOGY, PSYCHOLOGY AND SOCIAL WORK. ADDITIONAL AIDE SUPPORT OFTEN IS AVAILABLE TO ENSURE THAT STUDENTS RECEIVE SUFFICIENT ONE-TO-ONE AND SMALL GROUP ATTENTION. OUR DAILY LIFE SKILLS PROGRAM FOR STUDENTS 14-21 YEARS OLD FOCUSES ON THE DEVELOPMENT OF FUNCTIONAL ACADEMICS, LEISURE, DOMESTIC AND SELF-HELP SKILLS, AS WELL AS THE DEVELOPMENT OF VOCATIONAL SKILLS THAT LEAD TO COMMUNITY EMPOWERMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,786,893 | ExpenseAmt |
| Revenue | $6,045,863 | RevenueAmt |
| Desc | PRESCHOOL - SUMMIT'S PRESCHOOL PROGRAM FOR THREE AND FOUR-YEAR-OLDS ADDRESSES THE NEEDS OF CHILDREN WITH DEVELOPMENTAL DISABILITIES IN A HIGHLY STRUCTURED AND NURTURING ENVIRONMENT WITH RICH STAFFING RATIOS. WE EMPLOY A UNIQUE TEAM APPROACH THAT INCLUDES SPECIAL EDUCATION TEACHERS, SPEECH-LANGUAGE PROFESSIONALS, AND OTHER SPECIALIZED PROVIDERS WORKING TOGETHER TO HELP EACH PRESCHOOL CHILD ACQUIRE THE LANGUAGE, SOCIAL, PHYSICAL, AND ACADEMIC SKILLS NECESSARY FOR TRANSITION TO PUBLIC SCHOOL. IN ADDITION TO OUR TRADITIONAL SPECIAL EDUCATION CLASSROOM, SUMMIT PROVIDES THE OPPORTUNITY FOR INTEGRATED OR MULTICULTURAL PROGRAMS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,410,808 | ExpenseAmt |
| Revenue | $2,495,733 | RevenueAmt |
| Desc | FOR INFANTS AND TODDLERS WHO MAY BE AT RISK OR HAVE CONFIRMED DEVELOPMENTAL DELAYS, THE EARLIEST YEARS ARE THE MOST CRITICAL. EARLY IDENTIFICATION OF DEVELOPMENTAL DELAYS SIGNIFICANTLY IMPROVES A CHILD'S CHANCES TO ACHIEVE THEIR FULL INDIVIDUAL POTENTIAL. SUMMIT PROFESSIONALS WORK DIRECTLY WITH CHILDREN AND FAMILIES TO ASSIST THEM IN ADDRESSING THE SPECIFIC NEEDS OF THEIR CHILDREN. SUMMIT PROVIDES A BROAD RANGE OF EARLY INTERVENTION SERVICES THROUGH THE NEW YORK STATE EARLY INTERVENTION PROGRAM AT NO DIRECT COST TO FAMILIES. SERVICES ARE PROVIDED IN THE CHILD'S HOME, CHILD CARE CENTER, OR OTHER FAMILIAR COMMUNITY LOCATIONS. SUMMIT'S HIGHLY-QUALIFIED STAFF IS AVAILABLE TO SERVE CHILDREN IN EVERY AREA OF EARLY CHILD DEVELOPMENT INCLUDINGSPEECH PATHOLOGY, SPECIAL EDUCATION, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, PSYCHOLOGY, APPLIED BEHAVIORAL ANALYSIS, BILINGUAL SERVICES, SOCIAL WORK, FAMILY TRAINING, PARENTS-CHILD GROUP, AUDIOLOGY, AND HEARING IMPAIRED SERVICES. SUMMIT ALSO PROVIDES EXPERT CONSULTATION SERVICES, VARIOUS SUMMER TREATMENT PROGRAMS AND RESEARCH ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,410,808 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,495,733 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $40,458,086 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 870 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT BANACH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7166293400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 STAHL ROAD | AddressLine1Txt |
| City | GETZVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14068 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARK BRAND | |||||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK G FLOSS PHD | |||||||||
| CO-VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOHN CINQUINO | |||||||||
| CO-VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ERIC SAENGER | |||||||||
| SECRETARY/TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LISA BURROWS-MACLEAN PHD | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL DIPOFI CPA | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN GAVIGAN | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL P O'NEILL | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHY RALABATE DOODY PHD | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER FELBER PHD | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH SNIATECKI | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID P FLYNN | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAHSAAN H DELAIN | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW SHRIVER CPA | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARIA CRUZ | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA A FOTI CPA | |||||||||
| CEO | 37.50 | Yes (X) | $255,510 | $0 | $19,564 | 2.00 | |||
| AMY JABLONSKI PSYD BCBA-D | |||||||||
| PRESIDENT | 37.50 | Yes (X) | $231,383 | $0 | $19,984 | ||||
| DIANA SCHMIT | |||||||||
| VICE PRESIDENT - COMMUNITY | 30.00 | Yes (X) | $120,827 | $0 | $18,280 | ||||
| DANA ZAKES | |||||||||
| CFO | 37.50 | Yes (X) | $147,835 | $0 | $27,948 | 2.00 | |||
| SUSAN KEENAN | |||||||||
| CHIEF HR OFFICER | 37.50 | Yes (X) | $135,015 | $0 | $12,284 | ||||
| DAVID MEICHENBAUM | |||||||||
| DIRECTOR OF CONSULTING SERVICES | 37.50 | $140,730 | $0 | $11,932 | Yes (X) | ||||
| STEPHEN R ANDERSON PHD | |||||||||
| EXECUTIVE CONSULTANT (FORMER CEO) | 20.00 | $167,953 | $0 | $22,221 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,199,253 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $132,213 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE BETLEM SERVICE CORPORATION | |||||
| 704 CLINTON AVENUE SOUTH | ROCHESTER | NY | 14620 | HVAC SERVICE AND REPLACEMENT | $429,273 |
| AMERGIS | |||||
| 500 SENECA STREET | BUFFALO | NY | 14204 | STAFFING SERVICES | $196,896 |
| SUNBELT STAFFING | |||||
| 501 BROOKER CREEK BLVD | OLDSMAR | FL | 34677 | STAFFING SERVICES | $169,328 |
| UKG INC | |||||
| 2250N COMMERCE PARKWAY | WESTON | FL | 33326 | PAYROLL SYSTEM MAINTENANCE AND CONSULTAT | $155,174 |
| SUPPLEMENTAL HEALTH CARE SERVICE | |||||
| 95 JOHN MUIR DRIVE | AMHERST | NY | 14228 | STAFFING SERVICES | $124,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $289,735 | FundraisingAmt |
| Related Organizations | $95,670 | RelatedOrganizationsAmt |
| Government Grants | $200,000 | GovernmentGrantsAmt |
| All Other Contributions | $4,877,767 | AllOtherContributionsAmt |
| Total Contributions | $5,463,172 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611600 | $38,717,187 | $38,717,187 |
| OPWDD SERVICE REVENUE | 611600 | $4,578,842 | $4,578,842 |
| PROGRAM GRANTS | 611600 | $1,029,963 | $1,029,963 |
| CONTRACT PROGRAM REVENUE | 611600 | $928,429 | $928,429 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $45,254,421 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,102 | TotalRevenueColumnAmt |
| Exclusion | $48,102 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $361,953 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $432,937 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$70,984 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$70,984 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$102,803 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $31,819 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $15,340 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $22,661 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$7,321 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,321 | TotalRevenueColumnAmt |
| Exclusion | -$7,321 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,300 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $289,735 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $26,598 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,298 | TotalRevenueColumnAmt |
| Exclusion | -$20,298 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $68,384 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $101,112 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$32,728 | TotalRevenueColumnAmt |
| Exclusion | -$32,728 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE SERVICES | 812900 | $151,669 | $151,669 |
| MISCELLANEOUS OTHER INCOME | 812900 | $150,204 | $150,204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $301,873 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,936,237 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,453,491 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $31,819 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$12,245 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $890,571 | TotalAmt |
| Program Services | $286,670 | ProgramServicesAmt |
| Management And General | $591,649 | ManagementAndGeneralAmt |
| Fundraising | $12,252 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,103,117 | TotalAmt |
| Program Services | $28,015,775 | ProgramServicesAmt |
| Management And General | $1,880,633 | ManagementAndGeneralAmt |
| Fundraising | $206,709 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,009,324 | TotalAmt |
| Program Services | $906,911 | ProgramServicesAmt |
| Management And General | $94,428 | ManagementAndGeneralAmt |
| Fundraising | $7,985 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,225,922 | TotalAmt |
| Program Services | $3,824,633 | ProgramServicesAmt |
| Management And General | $354,968 | ManagementAndGeneralAmt |
| Fundraising | $46,321 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,295,293 | TotalAmt |
| Program Services | $2,102,654 | ProgramServicesAmt |
| Management And General | $175,078 | ManagementAndGeneralAmt |
| Fundraising | $17,561 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,180 | TotalAmt |
| Management And General | $95,180 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,940 | TotalAmt |
| Management And General | $29,940 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,050,167 | TotalAmt |
| Program Services | $1,201,494 | ProgramServicesAmt |
| Management And General | $840,556 | ManagementAndGeneralAmt |
| Fundraising | $8,117 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $672,481 | TotalAmt |
| Program Services | $563,775 | ProgramServicesAmt |
| Management And General | $96,629 | ManagementAndGeneralAmt |
| Fundraising | $12,077 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,037 | TotalAmt |
| Program Services | $418,459 | ProgramServicesAmt |
| Management And General | $39,413 | ManagementAndGeneralAmt |
| Fundraising | $2,165 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,797 | TotalAmt |
| Program Services | $64,110 | ProgramServicesAmt |
| Management And General | $6,636 | ManagementAndGeneralAmt |
| Fundraising | $1,051 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,322 | TotalAmt |
| Program Services | $521,445 | ProgramServicesAmt |
| Management And General | $47,250 | ManagementAndGeneralAmt |
| Fundraising | $2,627 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,615,341 | TotalAmt |
| Program Services | $1,379,392 | ProgramServicesAmt |
| Management And General | $230,493 | ManagementAndGeneralAmt |
| Fundraising | $5,456 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,577 | TotalAmt |
| Program Services | $189,538 | ProgramServicesAmt |
| Management And General | $36,144 | ManagementAndGeneralAmt |
| Fundraising | $6,895 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $877,114 | $783,705 | $89,129 | $4,280 |
| EMPLOYEE RECRUITING | $302,593 | $71,691 | $229,902 | $1,000 |
| STAFF DEVELOPMENT | $90,050 | $68,999 | $20,443 | $608 |
| CONFERENCES, DUES, AND | $76,439 | $18,766 | $56,697 | $976 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,110 | TotalAmt |
| Program Services | $40,069 | ProgramServicesAmt |
| Management And General | $100,456 | ManagementAndGeneralAmt |
| Fundraising | $2,585 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,812,375 | TotalAmt |
| Program Services | $40,458,086 | ProgramServicesAmt |
| Management And General | $5,015,624 | ManagementAndGeneralAmt |
| Fundraising | $338,665 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,369 | BOYAmt |
| EOY | $1,553,300 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,576,753 | BOYAmt |
| EOY | $2,031,391 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,160 | BOYAmt |
| EOY | $4,035,180 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,218,710 | BOYAmt |
| EOY | $6,558,865 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,747 | BOYAmt |
| EOY | $387,833 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $25,593,096 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,297,771 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,845,784 | BOYAmt |
| EOY | $11,295,325 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,485,410 | BOYAmt |
| EOY | $7,939,509 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,698,933 | BOYAmt |
| EOY | $33,801,403 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,062,845 | BOYAmt |
| EOY | $7,383,551 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,865,035 | BOYAmt |
| EOY | $753,277 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,916,008 | BOYAmt |
| EOY | $5,979,008 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,298,206 | BOYAmt |
| EOY | $8,108,615 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,142,094 | BOYAmt |
| EOY | $22,224,451 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,488,639 | BOYAmt |
| EOY | $7,976,723 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,200 | BOYAmt |
| EOY | $3,600,229 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,556,839 | BOYAmt |
| EOY | $11,576,952 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,698,933 | BOYAmt |
| EOY | $33,801,403 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,123,862 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $45,434 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$149,183 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,613 | BeginningYearBalanceAmt |
| Contributions | $27,000 | ContributionsAmt |
| Investment Earnings Or Losses | $17,432 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $152,045 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $99,000 | ContributionsAmt |
| Investment Earnings Or Losses | $8,613 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $107,613 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $605,600 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $762,100 | OtherCostOrOtherBasisAmt |
| Book Value | $1,367,700 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,445,835 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $17,770,372 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,773,584 | DepreciationAmt |
| Book Value | $9,442,623 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,915 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,915 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,416,464 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,060,219 | DepreciationAmt |
| Book Value | $356,245 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $586,810 | OtherCostOrOtherBasisAmt |
| Depreciation | $458,053 | DepreciationAmt |
| Book Value | $128,757 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,295,325 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED COMPENSATION INVESTMENTS | $522,237 |
| FAIR VALUE OF INTEREST RATE SWAP | $106,798 |
| OPERATING LEASE RIGHT-OF-USE ASSET | $549,834 |
| FINANCE LEASE RIGHT-OF-USE ASSET | $6,760,640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,939,509 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION LIABILITIES | $522,237 |
| CURRENT PORTION OF OPERATING LEASE LIABILTIY | $135,150 |
| CURRENT PORTION OF FINANCE LEASE LIABILITY | $425,666 |
| OPERATING LEASE LIABILITY, NET OF CURRENT PORTION | $411,050 |
| FINANCE LEASE LIABILITY, NET OF CURRENT PORTION | $6,614,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,108,615 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | AWARDS FOR EMPLOYEES WHO, TOGETHER, HAVE MADE A QUANTITATIVE IMPACT ON SUMMIT CENTER. THE ENDOWMENT ALSO SUPPORTS THE CORE OF SUMMIT'S WORK: EVIDENCED-BASED METHODS AND A CULTURE OF CONTINUOUS IMPROVEMENT. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE ORGANIZATION INCLUDES IT RACIAL NONDISCRIMINATORY POLICY IN ALL BROCHURES, APPLICATIONS AND ADVERTISEMENTS. |
| SCHEDULE E, PART I, LINE 6 | GRANT: RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK AT ALBANY PURPOSE: FINANCIAL SUPPORT FOR WNY REGIONAL CENTER FOR AUTISM SPECTRUM DISORDERS. AMOUNT: $200,000 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SUMMIT WALK FOR AUTISM | Event1Nm |
| Gross Receipts Event1 | $296,035 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $289,735 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,300 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,043 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $4,886 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $371 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $20,299 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $296,035 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $289,735 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $6,300 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,043 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $4,886 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $371 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,299 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $26,599 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$20,299 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LISA A FOTI CPA | ||||||||||||||
| CEO | $255,510 | $0 | $0 | $0 | $0 | $0 | $11,388 | $0 | $8,176 | $0 | $275,074 | $0 | $0 | $0 |
| AMY JABLONSKI PSYD BCBA-D | ||||||||||||||
| PRESIDENT | $231,383 | $0 | $0 | $0 | $0 | $0 | $12,580 | $0 | $7,404 | $0 | $251,367 | $0 | $0 | $0 |
| STEPHEN R ANDERSON PHD | ||||||||||||||
| EXECUTIVE CONSULTANT (FORMER CEO) | $167,953 | $0 | $0 | $0 | $0 | $0 | $9,952 | $0 | $12,269 | $0 | $190,174 | $0 | $0 | $0 |
| DANA ZAKES | ||||||||||||||
| CFO | $147,835 | $0 | $0 | $0 | $0 | $0 | $8,282 | $0 | $19,666 | $0 | $175,783 | $0 | $0 | $0 |
| DAVID MEICHENBAUM | ||||||||||||||
| DIRECTOR OF CONSULTING SERVICES | $140,730 | $0 | $0 | $0 | $0 | $0 | $7,429 | $0 | $4,503 | $0 | $152,662 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOWN OF AMHERST INDUSTRIAL DEVELOPMENT CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 222867364 | BondIssuerEIN |
| Bond Issued | 2017-12-01 | BondIssuedDt |
| Issue Price | $5,917,799 | IssuePriceAmt |
| Purpose | REFINANCE EXEMPT PURPOSE DEBT | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $256,489 | RetiredAmt |
| Total Proceeds | $5,917,799 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $29,620 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $5,917,799 | CapitalExpendituresAmt |
| Other Spent Proceeds | $2,632,579 | OtherSpentProceedsAmt |
| Substantial Completion | 2017 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M&T BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | Yes (1) | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL SUMMIT CENTER EMPLOYEES ARE REQURIED TO DISCLOSE ANY PERSONAL OR PROFESSIONAL RELATIONSHIPS WHICH MAY REPRESENT A POTENTIAL OR ACTUAL CONFLICT WITH THE INTERESTS OF THE AGENCY IMMEDIATELY (AND BEFORE ENTERING INTO THE POTENTIALLY CONFLICTING RELATIONSHIP IF POSSIBLE), AS WELL AS CIRCUMSTANCES WHICH MAY GIVE THE APPEARANCE OF SUCH. IN ADDITION, IT IS EXPECTED THAT EMPLOYEES WILL RECUSE THEMSELVES FROM DELIBERATION AND DECISION-MAKING INVOLVING MATTERS WHEREIN SUCH POTENTIAL OR ACTUAL CONFLICT, OR APPEARANCE OF SUCH EXISTS. THE CEO/CORPORATE COMPLIANCE OFFICER (CCO) OR DESIGNEE SHALL REVIEW THE CONFLICT AND PREPARE A CONFLICT OF INTEREST MANAGEMENT PLAN (COIMP) DESCRIBING ANY NECESSARY RESTRICTIONS. THIS COIMP SHALL BE SHARED WITH THE SUBMITTER OF THE CONFLICT AND THE PARTIES WHO CAN ASSIST WITH MANAGING THE ACTUAL OR POTENTIAL CONFLICT. IF A POTENTIAL OR ACTUAL CONFLICT SUBMITTED REQUIRED ADDITIONAL CONSIDERATION, THE CCO SHALL BE NOTIFIED TO REVIEW AND PREPARE A RESPONSE FOR THE COIMP. CONSULTATION WITH EXECUTIVE LEADERSHIP OR LEGAL COUNSEL MAY BE NEEDED. ANY SITUATION THAT MAY CREATE THE APPEARANCE OF A CONFLICT MUST BE DISCLOSED AS WELL. ALL EMPLOYEES HAVE AN OBLIGATION TO CONDUCT BUSINESS WITHIN GUIDELINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THIS POLICY IS ESTABLISHED TO ENSURE THAT SERVICES AND BUSINESS ACTIVITIES ARE CONDUCTED, AND APPEAR TO BE CONDUCTED, IN AN OBJECTIVE MANNER AND ARE NOT MOTIVATED BY DESIRE FOR PERSONAL OR FINANCIAL GAIN. CONFLICT OF INTEREST - BOARD OF DIRECTORS MEMBER'S OF THE BOARD OF DIRECTORS (BOARD) OF THE SUMMIT CENTER, INC. (SUMMIT) ARE REQUIRED TO DISCLOSE ANY PERSONAL OR PROFESSIONAL RELATIONSHIPS WHICH MAY REPRESENT A POTENTIAL OR ACTUAL CONFLICT WITH THE INTERESTS OF THE AGENCY AS SOON AS PRACTICABLE, AS WELL AS CIRCUMSTANCES WHICH MAY GIVE THE APPEARANCE OF SUCH. IN ADDITION, IT IS REQUIRED THAT BOARD MEMBERS RECUSE THEMSELVES FROM DELIBERATION AND DECISION-MAKING INVOLVING MATTERS WHEREIN SUCH POTENTIAL OR ACTUAL CONFLICT, OR APPEARANCE OF SUCH, EXISTS. OTHER SITAUTIONS MAY CREATE THE APPEARANCE OF A CONFLICT. ALL SUCH CIRCUMSTANCES SHOULD ALSO BE DISCLOSED. FOR PURPOSES OF THIS POLICY, A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST MAY INCLUDE, BUT NOT BE LIMITED TO, THE FOLLOWING CIRCUMSTANCES: A. A BOARD MEMBER (OR RELATIVE OF A BOARD MEMBER) IS AFFILIATED WITH ANY VENDOR, SUPPLIER, OR ANY OTHER PARTY PROVIDING OR SEEKING TO PROVIDE GOODS OR SERVICES TO SUMMIT OR WITH WHOM SUMMIT HAS A RELATIONSHIP. B. A BOARD MEMBER (OR RELATIVE OF A BOARD MEMBER) HAS A FINANCIAL INTEREST IN A TRANSACTION INVOLVING SUMMIT. C. A BOARD MEMBER (OR RELATIVE OF A BOARD MEMBER) IS INVOLVED IN SOME CAPACITY OR HAS A FINANCIAL INTEREST IN A BUSINESS OR ENTERPRISE THAT COMPETES WITH SUMMIT. D. A BOARD MEMBER MUST ALSO DISCLOSE A FINANCIAL INTEREST IN ANY RELATED PARTY TRANSACTION NOT COVERED ABOVE (DEFINITIONS BELOW) ACCEPTING GIFTS, ENTERTAINMENT OR OTHER FAVORS FROM INDIVIDUALS OR ENTITIES MAY ALSO RESULT IN A CONFLICT OF INTEREST WHEN THE PARTY PROVIDING THE GIFT/ENTERTAINMENT/FAVOR DOES SO UNDER CIRCUMSTANCES WHERE IT MIGHT BE INFERRED THAT SUCH ACTION WAS INTENDED TO INFLUENCE OR POSSIBLY WOULD INFLUENCE A BOARD MEMBER IN THE PERFORMANCE OF HIS OR HER DUTIES. THIS DOES NOT PRECLUDE THE ACCEPTANCE OF ITEMS OR ENTERTAINMENT OF NOMINAL OR INSIGNIFICANT VALUE WHICH ARE NOT RELATED TO ANY PARTICULAR TRANSACTION OR ACTIVITY OF SUMMIT. GIFTS OR TICKETS TO EVENTS OR MEALS THAT INVOLVE NETWORKING AND/OR PROMOTING SUMMIT ARE NOT CONSIDERED TO BE A CONFLICT. BOARD MEMBERS ARE PROHIBITED FROM OFFERING, SOLICITING, GIVING, OR RECEIVING ANY REFERRAL FEE, REBATE, DISCOUNT, BRIBE, GIFT OR KICKBACK, WHETHER IN-KIND OR FINANCIAL IN RETURN FOR REFERRING AN INDIVIDUAL TO SUMMIT. SUMMIT SUPPORTS BOARD MEMBERS RECOMMENDING QUALIFIED CANDIDATES FOR EMPLOYMENT, INCLUDING CLOSE FAMILY RELATIVES. HOWEVER A RELATIVE OF A BOARD MEMBER WILL NOT BE INTERVIEWED FOR AN OPENING UNLESS HE/SHE MEETS ALL THE SPECIFIC REQUIREMENTS OF THE POSITION. IN NO EVENT MAY A BOARD MEMBER INFLUENCE DECISIONS REGARDING HIRING, COMPENSATION, PROMOTION OR TERMINATION OF A RELATIVE. THIS POLICY IS INTENDED TO SUPPLEMENT BUT NOT TO REPLACE ANY APPLICABLE LAWS GOVERNING CONFLICTS OF INTEREST APPLICABLE TO NON-PROFIT AND CHARITABLE INSTITUTIONS. ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED AND PRESENTED BY LEGAL COUNSEL TO THE ENTIRE BOARD OF DIRECTORS AND ARE ADDRESSED/MANAGED BY THE AUDIT OR EXECUTIVE COMMITTEE OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BASIS TO DETERMINE THE CEO'S AND PRESIDENT'S COMPENSATION INCREASE IS BASED ON THE RAISE GIVEN ACROSS THE BOARD FOR ALL STAFF. THE CEO'S AND PRESIDENT'S COMPENSATION IS CONTROLLED BY THE BOARD OF DIRECTORS OF OUR AGENCY AND IS DETAILED IN THE EMPLOYMENT AGREEMENTS BETWEEN THE CEO, PRESIDENT, AND THE BOARD PRESIDENT. THE CFO'S SALARY IS ALSO REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AND COMPARED TO OTHER AGENCIES IN THE WESTERN NEW YORK AREA OF SIMILAR SIZE AND COMPLEXITY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL INFORMATION CAN BE REQUESTED AT SUMMIT'S CORPORATE OFFICE LOCATED AT 150 STAHL ROAD GETZVILLE, NY 14068 DURING REGULAR BUSINESS HOURS. |
| FORM 990, PART XI, LINE 9: | UNREALIZED LOSS ON INTEREST RATE SWAP -149,183. |
| FORM 990 PART XII, LINE 2C | THE PROCESS ASSUMING OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT IS PERFORMED BY THE INTERNAL AFFAIRS COMMITTEE OF THE BOARD OF DIRECTORS, AND HAS NOT CHANGED FROM THE PRIOR YEAR |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMIT FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 STAHL ROAD | AddressLine1Txt |
| City | GETZVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161418703 | EIN |
| Primary Activities | PROVIDES SUPPORT SERVICES TO THE SUMMIT CENTER, INC. | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(3) | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |