2024-11-05T10:00:51-06:00 2024-06-30 460630853 Brockman Arbuckle Stapp PLLC 301 East Main Street Suite 202 Louisville KY 40202 990 2023-07-01 611214457 SUMMIT ACADEMY OF GREATER LOUISVILLE INC SUMM 5022447090 11508 MAIN STREET LOUISVILLE KY 40243 STEPHANIE CIFUENTES HEAD OF SCHOOL 5022447090 2024-10-29 1 0 Terry L Stapp P00225960 5029090822 2023 2024-10-15 13:58:12Z STEPHANIE CIFUENTES 11508 MAIN STREET LOUISVILLE KY 40243 2869401 0 X WWW.SUMMIT-ACADEMY.ORG X SCHOOL 1992 KY TO PROVIDE A HIGH QUALITY EDUCATION TO CHILDREN WITH, OR AT RISK FOR, A SPECIAL LEARNING DISABILITY 14 9 0 0 0 0 413034 490790 2294182 2333319 26893 32708 -35611 -45667 2698498 2811150 332881 356893 0 0 1708778 1737338 0 0 140416 511845 537841 2553504 2632072 144994 179078 2766996 2895628 705126 608315 2061870 2287313 TO PROVIDE A HIGH QUALITY EDUCATION TO CHILDREN WITH, OR AT RISK FOR, A SPECIAL LEARNING DISABILITY 0 0 2277907 356893 2366027 TO PROVIDE A HIGH QUALITY EDUCATION TO CHILDREN WITH, OR AT RISK FOR, A SPECIAL LEARNING DISABILITY. 2277907 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X SUMMIT ACADEMY 5022447090 11508 MAIN STREET MIDDLETOWN KY 40243 DOUGLAS STROTHMAN HEAD OF SCHOOL 50.00 X 109304 0 0 STEPHANIE CAIN DIRECTOR OF ACADEMICS 50.00 X 66950 0 0 RENEE LINDSEY DIRECTOR OF FINANCE 50.00 X 74675 0 0 REBECCA HOFFMAN PRINCIPAL 50.00 X 75190 0 0 MARY HARVILLE SECRETARY 4.00 X X 0 0 0 MATT MORRIS MEMBER AT LARGE 0.00 X 0 0 0 STUART BAIRD MEMBER AT LARGE 0.00 X 0 0 0 GARY SPENCE MEMBER AT LARGE 0.00 X 0 0 0 JOHN NEHIL VICE PRESIDENT 0.00 X X 0 0 0 MARK MUCCI PRESIDENT 4.00 X X 0 0 0 SUSANNAH STEVENSON MEMBER AT LARGE 0.00 X 0 0 0 BETSY WELLS MEMBER AT LARGE 0.00 X 0 0 0 MICHELLE COOMES MEMBER AT LARGE 0.00 X 0 0 0 PRISCILLA VESSELS TREASURER 0.00 X X 0 0 0 MACKENZIE HUNDLEY MEMBER AT LARGE 0.00 X 0 0 0 CARRIE LOYD MEMBER AT LARGE 0.00 X 0 0 0 DR ZACHARY THEINEMAN MEMBER AT LARGE 0.00 X 0 0 0 326119 0 0 1 0 0 0 0 175536 315254 490790 TUITION & FEES 611600 2223895 2223895 ANCILLARY PROGRAM REVE 611600 74014 74014 OTHER REVENUE 611600 35410 35410 2333319 32708 32708 12584 0 12584 12584 12584 0 175536 58251 -58251 -58251 2811150 2366027 0 -45667 356893 356893 1617383 1326254 161738 129391 119955 109159 8397 2399 13451 12240 1211 7520 7520 7282 3641 3641 20074 14899 3189 1986 7294 6200 1094 112501 106876 5625 59987 53989 2999 2999 79211 67329 11882 CONTRACT LABOR 59445 56473 2972 ALL OTHER-GRANT EXPENSE 51780 46602 5178 INSTRUCTIONAL EXPENSES 46777 46777 SPEECH & OCCUPATIONAL T 32200 32200 40319 38375 1944 2632072 2277907 213749 140416 662877 454075 198429 211686 3371 4823 4149 1965 2894846 1511288 1150962 1383558 521895 839521 225313 0 2766996 2895628 277078 188065 428048 420250 705126 608315 X 1857163 2082606 204707 204707 2061870 2287313 2766996 2895628 179078 46365 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39544 6249 45793 39544 39544 32935 6609 39544 32935 10428 43363 32935 32935 0 0 153509 153509 2271294 1055398 1215896 470043 455890 14153 1383558 CORPORATE BONDS 839521 F 839521 Part XI, Line 2d - Other Adjustments: FUNDRAISING EXPENSES NETTED ON FORM 990 BUT GROSS ON AUDIT Part XII, Line 2d - Other Adjustments: FUNDRAISING EXPENSES NETTED ON FORM 990 BUT GROSS ON AUDIT 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 SUMMIT ACADEMY PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY IN ITS MARKETING MATERIAL AND STUDENT HANDBOOKS PROVIDED DURING THE REGISTRATION PROCESS. MOUNTAIN TOP BREAKFAST 57186 57186 7885 AUCTION & OTHER 118350 118350 50366 175536 175536 58251 58251 -58251 1 FINANCIAL AID Form 990, Part VI, Section B, line 11b ORGANIZATION'S PROCESS TO REVIEW FORM 990 BEFORE SUBMISSION TO THE IRS, THE PREPARER PROVIDES EACH MEMBER OF THE BOARD OF TRUSTEES A FINAL DRAFT OF THE RETURN,REVIEWS THE ORGANIZATIONS ACTIVITIES AND INFORMS THEM OF TAX LAWS PERTAINING TO THE SCHOOL. THE PROCESS ENSURES THAT THE SCHOOL MEETS ALL NECESSARY REQUIREMENTS. Form 990, Part VI, Section B, line 12c DIRECTORS, OFFICERS, AND ALL EMPLOYEES WHO INFLUENCE THE ACTIONS OF THE SCHOOL ARE COVERED UNDER THIS POLICY. CONFLICT OF INTEREST MAY BE DEFINED AS AN INTEREST, DIRECT OR INDIRECT WITH ANY PERSON OR FIRMS INVOLVED WITH THE SCHOOL. TRANSACTIONS WITH PARENTS WITH WHOM CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF THE CONFLICT IS DISCLOSED, THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION, AND APPROVED OF SUCH TRANSACTION, A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS AND THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. Form 990, Part VI, Section B, line 15 COMPENSATION PROCESS FOR TOP OFFICIAL COMPENSATION FOR THE BOARD MEMBERS, CEO AND EMPLOYEES IS BASED ON REASONABLE COMPENSATION THAT WOULD BE PAID FOR LIKE SERVICES BY LIKE ENTERPRISES UNDER LIKE CIRCUMSTANCES. Form 990, Part VI, Section C, line 19 UPON APPOINTMENT, THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENT CAN BE REVIEWED ON SITE OR BY A REQUEST IN WRITING. THE INFORMATION WILL BE DISTRIBUTED ACCORDINGLY.