2024-05-15T13:56:36-05:00 2023-06-30 042595327 O'CONNOR MALONEY & CO CPA'S 1 MERCANTILE STREET SUITE 760 WORCESTER MA 01608 990 2022-07-01 760845512 SUMMIT AGENCY INC SUMM 5087518500 15 JAMESBURY DRIVE WORCESTER MA 01609 DANIEL DIMEZZA EXECUTIVE DIRECTOR 5087518500 2024-05-14 1 DANIEL DIMEZZA 999009999 0 ANTHONY D ROZEVICIUS P00037035 5087576391 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIEL DIMEZZA 81 BROAD STREET BARRE MA 01005 2531578 0 X WWW.SUMMITACADEMIESMA.COM X 2006 MA SCHOOL FOR STUDENTS WITH AUTISM, ADHD AND SIMILAR DISABILITIES. 4 4 53 0 0 0 288639 45462 1741941 2486066 0 0 25393 50 2055973 2531578 0 0 0 0 1918888 2194305 0 0 0 1014221 892991 2933109 3087296 -877136 -555718 383545 390452 1963479 2526105 -1579934 -2135653 TO OPERATE A CHAPTER 766 SCHOOL IN MASSACHUSETTS FOR CHILDREN WITH ADD, ADHD, AUTISM, ASBERGERS AND SIMILAR DISORDERS. 0 0 1746438 1928728 EDUCATIONAL SERVICES PROVIDED TO APPROXIMATELY 38 STUDENTS WITH AUTISM, ADHD AND RELATED DISABILITIES. 53380 SUMMER SCHOOL PROGRAM PROVIDED THE STRUCTURE OF THE SCHOOL PROGRAM DURING THE SUMMER WHILE SCHOOL WAS OUT OF SESSION. 1022162 504008 UNVERSITY RESIDENCE PROGRAM PROVIDED TO COLLEGE STUDENTS WITH AUTISM AND RELATED DIAGNOSES. 2768600 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 1 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 1 3 0 53 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 MA X X DANIEL DIMEZZA 5087518500 15 JAMESBURY DRIVE WORCESTER MA 01609 DANIEL DIMEZZA EXECUTIVE DIRECTOR 40.00 X X 71447 0 0 STEPHEN J RAMSEY PRESIDENT 1.00 X X 0 0 0 JAMES THOMPSON DIRECTOR 1.00 X 0 0 0 NICHOLAS LOWTHER DIRECTOR 1.00 X 0 0 0 71447 0 0 0 0 0 0 0 45462 45462 TUITION FOR DAY SCHOOL 611110 2486066 2486066 2486066 OTHER INCOME 611710 40 40 FIELD TRIP INCOME 611710 10 10 50 2531578 2486116 0 0 71447 71447 1842949 1797006 45943 114801 107761 7040 165108 154984 10124 11989 11989 170751 30025 140726 16179 13652 2527 130295 128696 1599 478440 478440 320 320 23809 23809 52448 16197 36251 DUES AND SUBSCRIPTIONS 5591 2552 3039 FIELD TRIPS 1859 1859 MEALS 1310 1310 3087296 2768600 318696 0 66460 74144 11745 31731 13900 0 10613 3750 382906 146602 236304 236304 44523 44523 383545 390452 169927 498241 18500 34233 126150 1775052 1867481 1963479 2526105 X -1579934 -2135653 -1579934 -2135653 383545 390452 X -555718 -1 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 179400 9830 169570 89642 81799 7843 113864 54973 58891 236304 SECURITY DEPOSIT 44523 44523 X 2531578 0 2531578 0 2531578 3087296 0 3087296 0 3087296 PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION'S FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. GENERALLY, THE ORGANIZATION'S TAX RETURNS REMAIN SUBJECT TO EXAMINATION FOR A PERIOD OF THREE YEARS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S NON-DISCRIMINATORY POLICY IS PART OF ALL PROMOTIONAL MATERIALS GIVEN TO PARENTS, PROSPECTIVE STUDENTS, AND OTHER ITNERESTED PARTIES. IN ADDITION, THE POLICY IS STATED IN MATERIALS GIVEN TO OTHER SCHOOL DISTRICTS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES SERVICE FEES FROM VARIOUS COMMUNITIES THROUGHOUT MASSACHUSETTS. THE SERVICE FEES ARE NEGOTIATED THROUGH THE MASSACHUSETTS OPERATIONAL SERVICES DIVISION. DANIEL DIMEZZA EXECUTIVE DIRECTOR DUE TO RELATED PARTY X 34205 34205 0 0 0 STEPHEN RAMSEY PRESIDENT DUE TO RELATED PARTY X 91945 91945 0 0 0 126150 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS OF THE ORGANIZATION FOR REVIEW. UPON REVIEW AND DISCUSSION, IF THERE ARE NO CHANGES REQUIRED, IT IS VOTED ON TO BE FILED BY THE ACCOUNTING FIRM. IF ANY CHANGES ARE REQUIRED, THEY ARE MADE AND THEN FILED ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS MEET REGULARLY. AS PART OF THESE MEETINGS, CONFLICTS OF INTEREST ARE DISCUSSED TO ENSURE THAT ALL ONGOINGS ARE IN THE BEST INTEREST OF THE SCHOOL. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR SALARY IS DETERMINED AND SET BY THE BOARD OF DIRECTORS BASED ON THE AVERAGE SALARY OF A MASSACHUSETTS PRIVATE 766 SCHOOL. FORM 990, PART VI, SECTION C, LINE 18 990 IS AVAILABLE ON GUIDESTAR. THE FORM 1023 AND 990'S ARE AVAIALABLE UPON REQUEST AT THE ORGANIZATION'S PLACE OF BUSINESS. FORM 990, PART VI, SECTION C, LINE 19 ALL INFORMATION IS AVAILABLE UPON REQUEST AT THE ORGANIZATION'S PLACE OF BUSINESS. FORM 990, PART XI, LINE 9: ROUNDING -1.