Form 990 for tax year 2024
Filed by SUMMER INSTITUTE INC.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2024 , filed 9 October 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $294,575 changed to $271,230
- Total expenses
- $248,035 changed to $65,721
- Contributions and grants received
- $292,575 changed to $271,230
- Program service revenue
- $2,000 changed to $0
- Total assets, end of year
- $262,785 changed to $468,294
- Net assets or fund balances, end of year
- $262,785 changed to $468,294
- Program services expenses
- $186,271 changed to $33,215
- Management and general expenses
- $61,311 changed to $32,352
- Fundraising expenses
- $453 changed to $154
- Program service expenses (Part III)
- $186,271 changed to $33,215
Listed under a different title
- Brandon WalkerBRANDON WALKER: PRESIDENT AND EXECUTIVE DI then PRESIDENT
- Darnell ClearyDARNELL CLEARY: TREASURER, VICE PRESIDENT AND DEVELOPMENT DIR then TREASURER, EXECUTIVE DIRECTOR
Totals
- Total revenue
- $294,575
- Total expenses
- $248,035
- Contributions and grants received
- $292,575
- Grants paid
- $0
- Program service revenue
- $2,000
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $262,785
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $262,785
- Program services expenses (Part IX)
- $186,271
- Management and general expenses
- $61,311
- Fundraising expenses
- $453
- Program service expenses (Part III)
- $186,271
Program services were 75.1% 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
$292,575
-
2a · Program service revenue: PARTICIPANT PROGRAM FE
total $2,000 · related or exempt $2,000
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $21,538 · management and general $21,538
-
7 · Other salaries and wages
total $64,234 · program services $49,050 · management and general $15,184
-
9 · Other employee benefits
total $3,196 · management and general $3,196
-
10 · Payroll taxes
total $7,097 · management and general $7,097
-
11c · Fees: accounting
total $7,437 · management and general $7,437
-
13 · Office expenses
total $2,161 · program services $142 · management and general $2,019
-
17 · Travel
total $36,267 · program services $36,267
-
23 · Insurance
total $1,634 · program services $1,521 · management and general $113
-
24a · Other expenses: PROGRAM FOOD AND LODGIN
total $55,271 · program services $55,271
-
24b · Other expenses: PROGRAM AND EVENT EXPEN
total $39,027 · program services $39,027
-
24c · Other expenses: SUPPLIES
total $4,993 · program services $4,993
-
24d · Other expenses: MISCELLANEOUS
total $2,278 · management and general $2,278
-
24e · All other expenses
total $2,902 · management and general $2,449 · fundraising $453
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $215,398 · end of year $261,315
-
9 · Prepaid expenses and deferred charges
beginning of year $847 · end of year $1,470
-
27 · Net assets without donor restrictions
beginning of year $191,786 · end of year $241,326
-
28 · Net assets with donor restrictions
beginning of year $24,459 · end of year $21,459
Mission and programs · 2024
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.
-
FIVE WEEK STEM BASED SUMMER PROGRAM FOR STUDENTS. THE PROGRAM AIMS 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 $99,213
-
END OF SUMMER / ACADEMIC EXCURSIONS. 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 $30,980
-
SATURDAY SESSIONS. THE SUMMER INSTITUTE OFFERS SATURDAY INSTRUCTION PROGRAMS DURING SCHOOL YEAR THAT INCLUDE CLASSROOM INSTRUCTION, TESTING AND TUTORING PROGRAMS TO HELP UNDER-SERVED COMMUNITIES.
Expenses $29,961 · Revenue $2,000
-
ALUMNI HIGH SCHOOL PROGRAM EXPENSES AND OTHER PROGRAMS
Expenses $26,117
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Ashlea TaylorASHLEA TAYLOR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Jessica WrightJESSICA WRIGHT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Jeff SmithJEFF SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Agnes MalloyAGNES MALLOY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Dr Elaine EcklundDR ELAINE ECKLUND
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Dr Jacqueline SmithDR JACQUELINE SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Anthony SamplesANTHONY SAMPLES
SECRETARY
- Total calculated
- $0
- Hours/week
- 8
-
Bret StanleyBRET STANLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Rick BottRICK BOTT
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5
-
Brandon WalkerBRANDON WALKER
PRESIDENT AND EXECUTIVE DI
- Total calculated
- $0
- Hours/week
- 16
-
Darnell ClearyDARNELL CLEARY
TREASURER, VICE PRESIDENT AND DEVELOPMENT DIR
- Total calculated
- $21,538
- From this org
- $21,538
- From related orgs
- $0
- Other
- $0
- Hours/week
- 16
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
- 2024
- Filed
- 10 July 2025
- IRS schema version
- 2024v5.2
- Source object
- 202511989349301211
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.