Nonprofit · EIN 23-2775746
SUMMERTRIOS INCORPORATED
Tax-exempt · MARIETTA, GA 30060
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $297,038 | $283,311 | $13,727 | $95,270 | $0 | $95,270 |
| September 30, 2024 | 990 | $268,459 | $249,710 | $18,749 | $81,617 | $0 | $81,617 |
| September 30, 2023 | 990 | $194,184 | $224,632 | -$30,448 | $63,579 | $1,350 | $62,229 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $70,104
- Program service revenue
- $222,953
- Investment income
- $2,121
- Other revenue
- $1,860
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $11,360
- Other salaries and wages
- $58,675
- Salaries, compensation and benefits (total)
- $75,901
- Professional fundraising fees
- $0
- Accounting fees
- $3,600
- Occupancy
- $95,521
- Program services (functional)
- $252,694
- Management and general (functional)
- $30,617
Balance sheet and other
- Total assets, start of year
- $81,617
- Total assets, end of year
- $95,270
- Total liabilities, end of year
- $0
- Net assets, end of year
- $95,270
- Publicly traded securities
- $8,640
- Gross receipts
- $297,038
- Employees
- 3
- Volunteers
- 20
- Year formed
- 1994
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEITH COLON | DIRECTOR Trustee or director | 2 | $8,475 |
| SARA MALE | DIRECTOR Trustee or director | 1 | $3,100 |
| LILY FRIEDMAN | DIRECTOR EME Trustee or director | 4 | $3,000 |
| LINDY CLARKE | DIRECTOR Trustee or director | 1 | $1,600 |
| BARBARAANN BONGIOVANNI | PRESIDENT Trustee or director, Officer | 3 | $1,000 |
| ANNA ARMSTRONG | DIRECTOR Trustee or director | 3 | $0 |
| DENNIS DUNN | DIRECTOR Trustee or director | 5 | $0 |
| HAZEL EDWARDS | VICE PRESIDE Trustee or director, Officer | 5 | $0 |
| DORIS HALL-GULATI | DIRECTOR Trustee or director | 1 | $0 |
| GABRIELLE HEMLICK | DIRECTOR Trustee or director | 2 | $0 |
| GARY KENNEDY | DIRECTOR Trustee or director | 1 | $0 |
| CONNIE PHILLIPS | SECRETARY Trustee or director, Officer | 5 | $0 |
| JUDY RAND | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD SACHS | DIRECTOR Trustee or director | 2 | $0 |
| KRYSTYNA SCHNIER | TREASURER Trustee or director, Officer | 5 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIANNA TAGLIAFERRO | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEITH COLON | DIRECTOR Trustee or director | 2 | $9,275 |
| LILY FRIEDMAN | DIRECTOR EME Trustee or director | 4 | $2,800 |
| SARA MALE | DIRECTOR Trustee or director | 1 | $2,800 |
| LINDY CLARKE | DIRECTOR Trustee or director | 1 | $2,800 |
| DORIS HALL-GULATI | DIRECTOR Trustee or director | 1 | $700 |
| BRIANNA TAGLIAFERRO | DIRECTOR Trustee or director | 1 | $500 |
| JUDY RAND | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD SACHS | DIRECTOR Trustee or director | 1 | $0 |
| GABRIELLE HEMLICK | DIRECTOR Trustee or director | 1 | $0 |
| HAZEL EDWARDS | DIRECTOR Trustee or director, Officer | 5 | $0 |
| DENNIS DUNN | PRESIDENT Trustee or director, Officer | 5 | $0 |
| ADRIENNE NASSAU | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| KRYSTYNA SCHNIER | TREASURER Trustee or director, Officer | 5 | $0 |
| CONNIE PHILLIPS | SECRETARY Trustee or director, Officer | 5 | $0 |
990 for the year ended September 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIANNA TAGLIAFERRO | DIRECTOR Trustee or director | 1 | $14,300 |
| KEITH COLON | DIRECTOR Trustee or director | 3 | $5,835 |
| LILY FRIEDMAN | DIRECTOR EME Trustee or director | 5 | $2,600 |
| LINDY CLARKE | DIRECTOR Trustee or director | 1 | $2,300 |
| DORIS HALL-GULATI | DIRECTOR Trustee or director | 1 | $450 |
| CONNIE PHILLIPS | DIRECTOR Trustee or director | 2 | $0 |
| JUDY RAND | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD SACHS | DIRECTOR Trustee or director | 1 | $0 |
| GABRIELLE HEMLICK | DIRECTOR Trustee or director | 1 | $0 |
| RUSS OSBORN | PRESIDENT EM Trustee or director | 1 | $0 |
| DENNIS DUNN | PRESIDENT Trustee or director, Officer | 5 | $0 |
| HAZEL EDWARDS | SECRETARY Trustee or director, Officer | 2 | $0 |
| ADRIENNE NASSAU | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| KRYSTYNA SCHNIER | TREASURER Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 563 N MARIETTA PKWY NE, MARIETTA, GA 30060-1527
- In care of
- % DENNIS DUNN
- Principal officer (990 for 2024)
- BARBARAANN BONGIOVANNI, 563 N MARIETTA PKWAY NE, MARIETTA, GA 30060
- Signed the 990
- KRYSTYNA SCHNIER, TREASURER
- Phone
- (678) 622-6182
- Website
- WWW.SUMMERTRIOS.ORG
- Return prepared by
- L M HENDERSON & COMPANY LLP
Mission
TO PROVIDE OPPORTUNITIES TO ADULT NON PROFESSIONAL MUSICIANS TO PLAY CHAMBER MUSIC, TO TEACH THE ART OF CHAMBER MUSIC TO ADULT NON PROFESSIONALS, TO INCREASE APPRECIATION OF CHAMBER MUSIC AMONG PARTICIPANTS AND TO OPEN DOORWAYS TO NEW AND LASTING FRIENDSHIPS AMONG PARTICIPANTS AND FACULTY.
Program accomplishments
- PRO-AM WEEK- THIS WORKSHOP PROVIDES OPPORTUNITIES FOR AMATEUR MUSICIANS TO PLAY AND PERFORM IN CHAMBER MUSIC ENSEMBLE WITH PROFESSIONAL MUSICIANS. THIS UNIQUE OPPORTUNITY ENHANCES THE PERFORMANCE SKILLS OF THE AMATEUR AND BRINGS THEM TO A NEW LEVEL. THIS PROGRAM SERVED 15 MUSICIANS.Expenses $91,415 · revenue $60,808
- INTENSIVE WEEK- THIS CHAMBER MUSIC WORKSHOP PROVIDES FACULTY COACHED REHEARSALS AND PERFORMANCE OPPORTUNITIES FOR AMATEUR MUSICIANS TO PLAY IN WOODWIND, FLUTE, FRENCH HORN, STRING AND PIANO ENSEMBLES. THIS PROGRAM OFFERS AN OPPORTUNITY TO WORK ON TWO REPERTOIRE CHOICES, IN MUCH MORE DEPTH, WITH MORE SESSIONS ON EACH ONE. THIS PROGRAM SERVED 67 MUSICIANS.Expenses $149,442 · revenue $141,152
- CHAMBER MUSIC ESSENTIALS- THIS WEEK-LONG WORKSHOP FOR STRINGS IS LED BY COACH/VIOLINIST JILL SCHULTZ. THE PROGRAM IS DESIGNED TO HELP LATE STARTER AND EMERGING STRING PLAYERS ENTER AND ENJOY THE WORLD OF CHAMBER MUSIC, WITH A FOCUS ON TECHNIQUE, INTONATION AND CHAMBER MUSIC SKILLS. PARTCIPANTS WILL EXPLORE THE VARIOUS CHAMBER MUSIC REPERTOIRE AVAILABLE TO ENTRY LEVEL PLAYERS, WITH THE WEEK CULMINATING IN AN ENSEMBLE PERFORMANCE. THIS PROGRAM SERVED 5 MUSICIANS.Expenses $7,670 · revenue $15,565
- COMPOSERS COLLECTIVE- 8 BI-WEEKLY ONLINE SESSIONS FOR ASPIRING COMPOSERS DESIGNATED TO FOSTER CREATIVITY AND PERSONAL GROWTH IN MUSIC COMPOSITION. GUIDED BY COMPOSER AND EDUCATOR DR. NATHAN LINCOL-DECUSATIS, THESE SESSIONS OFFER A STRUCTURED AND SUPPORTIVE LOOK INTO THE PROCESS OF WRITING NEW MUSIC FOR VARIOUS INSTRUMENTS. MANY PARTICIPANTS ATTEND THE INTENSIVE WORKSHOP AND PERFORM THEIR COMPOSITIONS. JAZZ WORKSHOP- A PROGRAM DESIGNED TO ENRICH MUSICIANS WITH A UNIQUE JAZZ ENSEMBLE EXPERIENCE WITH LIKE-MINDED PLAYERS EAGER TO EXPLORE NEW AND FAMILIAR REPERTOIRE. THROUGHOUT THE WEEK PARTICIPANTS PLAY IN COMBOS, SECTIONALS AND EXTRA SESSIONS FOR HISTORY, IMPROVISATION AND INSTRUMENTAL PEDAGOGY.Expenses $4,167 · revenue $5,428
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 23-2775746
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A60Z)
- Assets (IRS master file)
- $95,270
- Income (IRS master file)
- $297,038
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $297,038 | $283,311 | $95,270 | XML |
| 990 | September 2024 | $268,459 | $249,710 | $81,617 | XML |
| 990 | September 2023 | $194,184 | $224,632 | $63,579 | XML |
| 990 | September 2022 | $258,741 | $203,485 | $92,857 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2775746).
Questions about SUMMERTRIOS INCORPORATED
- What is the EIN of SUMMERTRIOS INCORPORATED?
- The employer identification number (EIN) of SUMMERTRIOS INCORPORATED is 23-2775746.
- Is SUMMERTRIOS INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SUMMERTRIOS INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUMMERTRIOS INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SUMMERTRIOS INCORPORATED due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUMMERTRIOS INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SUMMERTRIOS INCORPORATED?
- The 990 for the year ended September 30, 2025 names BARBARAANN BONGIOVANNI.
- Who are the officers and directors of SUMMERTRIOS INCORPORATED?
- The 990 for the year ended September 30, 2025 lists 16 people; 5 received compensation from the organization, the highest $8,475 (KEITH COLON, DIRECTOR).
- How much revenue does SUMMERTRIOS INCORPORATED have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $297,038, expenses of $283,311 and total assets of $95,270 at year end.
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