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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 81-0542899

SUMMIT APARTMENTS INC

Tax-exempt · BOZEMAN, MT 59715

Financials

$62K$115K2022$62K$55K2023$63K$82K2024
Revenue Expenses · by fiscal year end
Financials of SUMMIT APARTMENTS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$63,267$82,442-$19,175$310,676$445,283-$134,607
June 30, 2024990-EZ$62,160$55,488$6,672$328,334$443,766-$115,432
June 30, 2023990-EZ$61,784$114,736-$52,952$322,988$445,092-$122,104
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Program service revenue
$62,658
Investment income
$609

Expenses

Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$16,953
Professional fees and payments to contractors
$10,850
Occupancy
$15,730
Other expenses
$38,909
Program services (functional)
$82,442

Balance sheet and other

Total assets, start of year
$328,334
Total assets, end of year
$310,676
Total liabilities, end of year
$445,283
Net assets, end of year
-$134,607
Cash, savings and investments
$112,792
Land and buildings
$197,872
Gross receipts
$63,267

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-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
HEATHER GRENIERPresident0$0
MARK WOODARDTreasurer0$0
SARA SAVAGESecretary0$0
DANIEL MCINERNEYMEMBER0$0
THOMAS LEEMEMBER0$0
Alyse BakerMEMBER0$0
LILA FLEISHMANVice President0$0
990-EZ for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
HEATHER GRENIERPresident0$0
MARK WOODARDTreasurer0$0
SARA SAVAGEMEMBER0$0
DANIEL MCINERNEYMEMBER0$0
THOMAS LEEMEMBER0$0
LILA FLEISHMANMEMBER0$0
990-EZ for the year ended June 30, 2023: 6 people
NameTitleHours / weekCompensation
HEATHER GRENIERPresident0$0
MARK WOODARDTreasurer0$0
SARA SAVAGEMEMBER0$0
TRACY MENUEZMEMBER0$0
THOMAS LEEMEMBER0$0
ELLEN DOWNEYMEMBER0$0

Address and contacts

Address (IRS master file)
32 S TRACY AVE, BOZEMAN, MT 59715-4659
In care of
% KRISTIN HAMBURG PRES
Signed the 990-EZ
HEATHER GRENIER, President
Phone
(406) 587-4486
Return prepared by
Carver Florek & James LLC

Mission

PROVIDE FOR LOW INCOME HOUSING

990-EZ for the year ended June 30, 2025

Program accomplishments

  • SUMMIT PLACE APARTMENTS-PROVIDE LOW-INCOME HOUSING UPONTHE TRANSFER OF PHYSICAL ASSETS FROM THE DEPARTMENT OFHOUSING AND URBAN DEVELOPMENT.
    Expenses $82,442

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-EZ for SUMMIT APARTMENTS INC

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
81-0542899
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2003
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$310,676
Income (IRS master file)
$63,267

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$63,267$82,442$310,676XML
990-EZJune 2024$62,160$55,488$328,334XML
990-EZJune 2023$61,784$114,736$322,988XML
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 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 81-0542899).

Questions about SUMMIT APARTMENTS INC

What is the EIN of SUMMIT APARTMENTS INC?
The employer identification number (EIN) of SUMMIT APARTMENTS INC is 81-0542899.
Is SUMMIT APARTMENTS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to SUMMIT APARTMENTS INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SUMMIT APARTMENTS INC 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 SUMMIT APARTMENTS INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SUMMIT APARTMENTS INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of SUMMIT APARTMENTS INC?
The 990-EZ for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does SUMMIT APARTMENTS INC have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $63,267, expenses of $82,442 and total assets of $310,676 at year end.

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