2024-05-09T12:33:07-05:00 2023-06-30 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2022-07-01 161418703 SUMMIT FOUNDATION INC SUMM 7166293400 150 STAHL RD GETZVILLE NY 14068 LISA A FOTI TREASURER 7166293400 2024-05-09 1 LISA FOTI XXX-XX-XXXX 1 MICHAEL VOLLMER P01322902 5853811000 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA A FOTI 150 STAHL RD GETZVILLE NY 14068 293203 0 X N/A X 1983 NY TO PROVIDE SUPPORT SERVICES PRIMARILY TO THE SUMMIT CENTER, INC., AS WELL AS TO SUPPORT OTHER ORGANIZATIONS OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERACY OR EDUCATIONAL PURPOSES. 14 13 0 13 0 0 34000 208561 0 0 14121 18949 0 14181 48121 241691 1029693 121318 0 0 0 0 0 0 85632 99935 119924 1129628 241242 -1081507 449 1308590 1427693 97583 137283 1211007 1290410 TO PROVIDE SUPPORT SERVICES PRIMARILY TO THE SUMMIT CENTER, INC., AS WELL AS TO SUPPORT OTHER ORGANIZATIONS OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. 0 0 141260 121318 SUMMIT FOUNDATION LAUNCHED A $3,700,000 CAPITAL CAMPAIGN IN 2016 TO SUPPORT THE RENOVATION AND EXPANSION OF THE SUMMIT CENTER, INC.'S CAMPUS. THIS GOAL HAS NOW BEEN INCREASED TO $4,100,000. 141260 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 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 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X LISA A FOTI CPA 7166293400 150 STAHL RD GETZVILLE NY 14068 LISA A FOTI TREASURER 2.00 37.50 X X 0 193785 15719 THOMAS ROSENECKER PRESIDENT 2.00 X X 0 0 0 JOSEPH BROWN VICE PRESIDENT 2.00 X X 0 0 0 NEIL ARNOLD SECRETARY 2.00 X 0 0 0 GERRY CORNISH DIRECTOR 2.00 X 0 0 0 DAVE ASTON DIRECTOR 2.00 X 0 0 0 STEPHEN NICHOLSON DIRECTOR 2.00 X 0 0 0 ANDY RYAN DIRECTOR 2.00 X 0 0 0 CINDY DEMARTI DIRECTOR 2.00 X 0 0 0 KENT KEATING DIRECTOR 2.00 X 0 0 0 CHARLES STODOLKA DIRECTOR 2.00 X 0 0 0 TINIKA DANDRIDGE DIRECTOR 2.00 X 0 0 0 JANICE LARSON DIRECTOR 2.00 X 0 0 0 DAVE ZOLNOWSKI DIRECTOR 2.00 X 0 0 0 STEPHEN R ANDERSON CONSULTANT 2.00 37.50 X 0 283424 29036 0 477209 44755 0 0 1 0 0 113210 95351 208561 18949 18949 65693 113210 51512 14181 14181 241691 0 0 33130 121318 121318 96268 10636 85632 19942 19942 3439 3439 OTHER 275 275 241242 141260 14350 85632 416637 423899 25001 35501 11784 4870 0 0 0 0 855168 963423 1308590 1427693 14061 114229 83522 23054 97583 137283 X 666542 732896 544465 557514 1211007 1290410 1308590 1427693 449 78954 0 X X 0 1 X 1 0 X 780910 1624410 325006 34000 95351 2859677 780910 1624410 325006 34000 95351 2859677 2859677 27778 18365 14121 18949 79213 2938890 0.97300 0.98300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED PARTY FOR SUMMIT 153755 113865 39890 1000 34445 4445 11622 153755 113865 39890 1000 34445 4445 11622 51512 -11622 0 THE SUMMIT CENTER INC 150 STAHL ROAD GETZVILLE NY 14068 161095750 501(C)(3) 121318 0 CAMPUS RENOVATIONS X 1 1 X 0 0 0 0 0 0 0 0 0 STEPHEN R ANDERSON CONSULTANT 0 283424 0 0 0 0 0 13992 0 15044 0 312460 0 0 LISA A FOTI TREASURER 0 193785 0 0 0 0 0 9518 0 6201 0 209504 0 0 PART 1, LINE 3 LISA A. FOTI IS ALSO THE CFO OF THE SUMMIT CENTER, INC. A RELATED NON-PROFIT ENTITY. STEPHEN R. ANDERSON IN HIS CAPACITY IS RESPONSIBLE FOR MANAGING THE ADMINISTRATIVE ACTIVITES OF THE SUMMIT FOUNDATION, INC. HIS COMPENSATION IS SUPPORTED BY A SEPARATE CONSULTING AGREEMENT APPROVED BY THE BOARD OF DIRECTORS. STEPHEN ANDERSON IS ALSO THE CEO OF THE SUMMIT CENTER, INC. A RELATED NON-PROFIT ENTITY. 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 IRS. FORM 990, PART VI, SECTION B, LINE 12C THE SUMMIT FOUNDATION FALLS UNDER THE CONFLICT OF INTEREST POLICY OF THE SUMMIT CENTER, INC. AS OUTLINED BELOW: CONFLICT OF INTEREST - EMPLOYEES 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 SUBMITTTED REQUIRED ADDTIONAL 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 ONJECTIVE 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 SITUATIONS 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 INFLUENCES 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 MEET 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 15A STEPHEN R. ANDERSON IN HIS CAPACITY AS A CONSULTANT IS RESPONSIBLE FOR MANAGING THE ADMINISTRATIVE ACTIVITIES OF THE SUMMIT FOUNDATIUON, INC. HIS COMPENSATION IS SUPPORTED BY A SEPARATE CONSULTANT AGREEMENT APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF SUMMIT FOUNDATION, INC.'S GOVERNING DOCUMENTS CAN BE REQUESTED AT THE SUMMIT CENTER, INC'S CORPORATE OFFICE LOCATED AT 150 STAHL ROAD, GETZVILLE, NY 14068 DURING REGULAR BUSINESS HOURS. FORM 990 PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PY. THE SUMMIT CENTER INC 150 STAHL ROAD GETZVILLE NY 14068 161095750 SERVICES NY 501(C)(3) LINE 2 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0