Nonprofit screen
Screen a listSummit Agency Inc
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$2.6Mrevenue
FY2025 · +28% in 3 yrs41staff
7 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin9.8%
Months of reserve1.0mo
Revenue growth (annualized)+4.8%
Middle half of peersMedianSummit Agency
Where the money goes FY2025 · $2.4M spent
Programs$2.0M82%Management and general$419k18%Fundraising$6000%990 FY2025 · Part IX line 25
Worth checking2
Government grants fell 93% in FY2024
$231k in FY2022, $16k in FY2024.
990 Part VIIIDeficits in 2 of the last 3 years
−$556k in FY2023 and −$162k in FY2024. Cash covers 1.0 months, under the peer median of 3.9.
990 Part I and balance sheetIn its favor1
Strong governance
5 of 6 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI9funders
$32ka year, last 3 years
53%from its largest funder
Funder’17’18’19’20’21’22’23Hermann Foundation IncOn and off$25k$25kWorcester Railers Hc Charitable Foundation IncStopped after FY2022$20k$150–The Doug Flutie Jr Foundation for Autism IncNew in FY2023$10kThe Rotman Family Philanthropic Foundation Inc C/O Grk & BOn and off$3kBerkshire Bank Foundation IncOn and off$3kMelvin S Cutler Charitable FoundationOn and off$2kDonor-advised giftsDonors not disclosed$19$12$10k$37
FundedThrough a donor-advised fundStopped