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Nonprofiteer
← SUMMER INSTITUTE INC

Form 990 for tax year 2023

Filed by SUMMER INSTITUTE INC.

Totals

Total revenue
$275,847
Total expenses
$211,623
Contributions and grants received
$273,647
Grants paid
$0
Program service revenue
$2,200
Investment income
$0
Other revenue
$0
Total assets, end of year
$216,245
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$216,245
Program services expenses (Part IX)
$144,744
Management and general expenses
$66,879
Fundraising expenses
$0
Program service expenses (Part III)
$144,744

Program services were 68.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $273,647

  • 2a · Program service revenue: PROGRAM PARTICIPANT FE

    total $2,200 · related or exempt $2,200

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $44,938 · management and general $44,938

  • 10 · Payroll taxes

    total $6,896 · management and general $6,896

  • 11c · Fees: accounting

    total $6,437 · management and general $6,437

  • 13 · Office expenses

    total $7,451 · management and general $7,451

  • 23 · Insurance

    total $659 · management and general $659

  • 24a · Other expenses: SUMMER PROGRAM EXPENSES

    total $88,630 · program services $88,630

  • 24b · Other expenses: SUMMER TRIPS FOR PARTIC

    total $19,500 · program services $19,500

  • 24c · Other expenses: SATURDAY PROGRAM EXPENS

    total $19,366 · program services $19,366

  • 24d · Other expenses: OTHER PROGRAM EXPENSES

    total $17,248 · program services $17,248

  • 24e · All other expenses

    total $498 · management and general $498

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $152,021 · end of year $215,398

  • 9 · Prepaid expenses and deferred charges

    end of year $847

  • 27 · Net assets without donor restrictions

    beginning of year $150,612 · end of year $191,786

  • 28 · Net assets with donor restrictions

    beginning of year $1,409 · end of year $24,459

Mission and programs · 2023

Mission

THERE IS AN INEQUALITY IN THE EDUCATION AND ECONOMIC OUTCOMES BY STUDENTS IN UNDER-SERVED COMMUNITIES. THE SUMMER INSTITUTE AIMS TO CHANGE THE EQUATION AND THE NARRATIVE IT CREATES BY EQUIPPING LOW INCOME STUDENTS FROM HOUSTON'S 3RD WARD WITH THE NECESSARY RESOURCES TO COMPETE IN TODAY'S EDUCATIONAL LANDSCAPE. THE PURPOSE OF THE SUMMER INSTITUTE IS TO LEVERAGE THE RESOURCES OF A FLOURISHING AND CELEBRATED LEARNING INSTITUTION AND MAKE A POSITIVE IMPACT ON STUDENTS TRAJECTORY THROUGH A HANDS-ON, STEM FOCUSED INQUIRY BASED INSTRUCTIONAL MODEL, EXCEPTIONALLY LOW STUDENT TO TEACHER RATIOS, TUTORING SERVICES, AND A COMPREHENSIVE WELLNESS PROGRAM THAT INCLUDES LIFE AND STUDY SKILLS INSTRUCTION, MENTORSHIP OPPORTUNITIES AND INTENTIONAL CHARACTER DEVELOPMENT.

  • THERE IS AN INEQUALITY IN THE EDUCATION AND ECONOMIC OUTCOMES BY STUDENTS IN UNDER-SERVED COMMUNITIES. THE SUMMER INSTITUTE AIMS TO CHANGE THE EQUATION AND THE NARRATIVE IT CREATES BY EQUIPPING LOW INCOME STUDENTS FROM HOUSTON'S 3RD WARD WITH THE NECESSARY RESOURCES TO COMPETE IN TODAY'S EDUCATIONAL LANDSCAPE. THE PURPOSE OF THE SUMMER INSTITUTE IS TO LEVERAGE THE RESOURCES OF A FLOURISHING AND CELEBRATED LEARNING INSTITUTION AND MAKE A POSITIVE IMPACT ON STUDENTS TRAJECTORY THROUGH A HANDS-ON, STEM FOCUSED INQUIRY BASED INSTRUCTIONAL MODEL DURING SUMMER BREAK FROM TRADITIONAL CLASSROOM INSTRUCTION.

    Expenses $88,630

  • THE SUMMER INSTITUTE OFFERS COMPREHENSIVE WELLNESS PROGRAMS THAT INCLUDES LIFE AND STUDY SKILLS INSTRUCTION, MENTORING OPPORTUNITIES AND INTENTIONAL CHARACTER DEVELOPMENT PROGRAMS. THIS ASPECT INCLUDES END OF SUMMER TRIPS AND OTHER PROGRAMS

    Expenses $19,500

  • THE SUMMER INSTITUTE OFFERS SATURDAY INSTRUCTION PROGRAMS DURING SCHOOL YEAR THAT INCLUDE CLASSROOM INSTRUCTION, TESTING AND TUTORING PROGRAMS TO HELP UNDER-SERVED COMMUNITIES.

    Expenses $19,366 · Revenue $2,200

  • ALUMNI HIGHT SCHOOL PROGRAM EXPENSES AND OTHER PROGRAMS

    Expenses $17,248

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Rick Bott

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Brandon Walker

    PRESIDENT AND EXECUTIVE DI

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    16

  • Darnell Cleary

    TREASURER AND WELLNESS DIR

    Total calculated
    $20,000
    From this org
    $20,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    16

  • Kelsey Pedersen

    SECRETARY

    Total calculated
    $9,938
    From this org
    $9,938
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • Ashlea Taylor

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Jessica Wright

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Jeff Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Agnes Malloy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Dr Elaine Ecklund

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Dr Jaki Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
3 October 2024
IRS schema version
2023v5.1
Source object
202412979349301201

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