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Summertrios Incorporated

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Performing Arts Organizations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$268k (2024)

Expenses
$250k (2024)

Total Assets
$81.6k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$268,459
Expenses
$249,710
Net Income
$18,749
Net Assets
$81,617
Notable Sources of Revenue Percent of Total Revenue
Contributions $59,750
22.3%
Program Services $207,036
77.1%
Investment Income $1,673
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $17,992
7.2%
Professional Fundraising Fees $0
Other Salaries and Wages $58,058
23.3%
Assets/Debt
Total Assets $81,617
Total Liabilities $0
Net Assets $81,617
Compensation
Key Employees and Officers Compensation Related Other
Keith Colon (Director) $9,275 $0 $0
Lily Friedman (Director Eme) $2,800 $0 $0
Sara Male (Director) $2,800 $0 $0
Lindy Clarke (Director) $2,800 $0 $0
Doris Hall Gulati (Director) $700 $0 $0
Brianna Tagliaferro (Director) $500 $0 $0
Judy Rand (Director) $0 $0 $0
Richard Sachs (Director) $0 $0 $0
Gabrielle Hemlick (Director) $0 $0 $0
Hazel Edwards (Director) $0 $0 $0
Dennis Dunn (President) $0 $0 $0
Adrienne Nassau (Vice Preside) $0 $0 $0
Krystyna Schnier (Treasurer) $0 $0 $0
Connie Phillips (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$194,184
Expenses
$224,632
Net Income
-$30,448
Net Assets
$62,229
Notable Sources of Revenue Percent of Total Revenue
Contributions $33,116
17.1%
Program Services $158,897
81.8%
Investment Income $2,171
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $26,694
11.9%
Professional Fundraising Fees $0
Other Salaries and Wages $89,364
39.8%
Assets/Debt
Total Assets $63,579
Total Liabilities $1,350
Net Assets $62,229
Compensation
Key Employees and Officers Compensation Related Other
Brianna Tagliaferro (Director) $14,300 $0 $0
Keith Colon (Director) $5,835 $0 $0
Lily Friedman (Director Eme) $2,600 $0 $0
Lindy Clarke (Director) $2,300 $0 $0
Doris Hall Gulati (Director) $450 $0 $0
Connie Phillips (Director) $0 $0 $0
Judy Rand (Director) $0 $0 $0
Richard Sachs (Director) $0 $0 $0
Gabrielle Hemlick (Director) $0 $0 $0
Russ Osborn (President Em) $0 $0 $0
Dennis Dunn (President) $0 $0 $0
Hazel Edwards (Secretary) $0 $0 $0
Adrienne Nassau (Vice Preside) $0 $0 $0
Krystyna Schnier (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$258,741
Expenses
$203,485
Net Income
$55,256
Net Assets
$92,857
Notable Sources of Revenue Percent of Total Revenue
Contributions $73,624
28.5%
Program Services $182,183
70.4%
Investment Income $823
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $25
0.0%
Net Inventory Sales $0
Other Revenue $2,086
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $61,585
30.3%
Professional Fundraising Fees $0
Other Salaries and Wages $45,851
22.5%
Assets/Debt
Total Assets $92,857
Total Liabilities $0
Net Assets $92,857
Compensation
Key Employees and Officers Compensation Related Other
Keith Colon (Director) $3,576 $0 $0
Lindy Clarke (Director) $2,300 $0 $0
Lily Friedman (Director Eme) $2,300 $0 $0
Doris Hall Gulati (Director) $0 $0 $0
Dennis Dunn (Director) $0 $0 $0
Connie Phillips (Director) $0 $0 $0
Judy Rand (Director) $0 $0 $0
Richard Sachs (Director) $0 $0 $0
Gabrielle Hemlick (Director) $0 $0 $0
Hazel Edwards (Secretary) $0 $0 $0
Adrienne Nassau (Vice Preside) $0 $0 $0
Russ Osborn (President) $0 $0 $0
Krystyna Schnier (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$152,810
Expenses
$182,329
Net Income
-$29,519
Net Assets
$39,239
Notable Sources of Revenue Percent of Total Revenue
Contributions $60,304
39.5%
Program Services $92,485
60.5%
Investment Income $21
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $52,222
28.6%
Professional Fundraising Fees $0
Other Salaries and Wages $40,132
22.0%
Assets/Debt
Total Assets $40,975
Total Liabilities $1,736
Net Assets $39,239
Compensation
Key Employees and Officers Compensation Related Other
Doris Hall Gulati (Director) $250 $0 $0
Lindy Clarke (Director) $0 $0 $0
Dennis Dunn (Director) $0 $0 $0
Lily Friedman (Director Eme) $0 $0 $0
Connie Phillips (Director) $0 $0 $0
Judy Rand (Director) $0 $0 $0
Richard Sachs (Director) $0 $0 $0
Hazel Edwards (Secretary) $0 $0 $0
Adrienne Nassau (Vice Preside) $0 $0 $0
Russ Osborn (President) $0 $0 $0
Krystyna Schnier (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,130
Expenses
$76,408
Net Income
$1,722
Net Assets
$68,864
Notable Sources of Revenue Percent of Total Revenue
Contributions $70,220
89.9%
Program Services $7,402
9.5%
Investment Income $508
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $48,798
63.9%
Professional Fundraising Fees $0
Other Salaries and Wages $9,650
12.6%
Assets/Debt
Total Assets $70,536
Total Liabilities $1,672
Net Assets $68,864
Compensation
Key Employees and Officers Compensation Related Other
Lily Friedman (Director Eme) $4,200 $0 $0
Lindy Clarke (Director) $1,200 $0 $0
Doris Hall Gulati (Director) $500 $0 $0
Anna Armstrong (Treasurer) $0 $0 $0
Lynne Beltran (Director) $0 $0 $0
Dennis Dunn (Director) $0 $0 $0
Hazel Edwards (Secretary) $0 $0 $0
Adrienne Nassau (Vice Preside) $0 $0 $0
Russ Osborn (President) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$235,506
Expenses
$237,689
Net Income
-$2,183
Net Assets
$67,142
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,710
11.8%
Program Services $193,405
82.1%
Investment Income $2,070
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $12,215
5.2%
Net Inventory Sales $106
0.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $56,858
23.9%
Professional Fundraising Fees $0
Other Salaries and Wages $64,000
26.9%
Assets/Debt
Total Assets $68,090
Total Liabilities $948
Net Assets $67,142
Compensation
Key Employees and Officers Compensation Related Other
Lily Friedman (Director Eme) $4,200 $0 $0
Doris Hall Gulati (Director) $3,300 $0 $0
Lindy Clarke (Director) $2,825 $0 $0
Anna Armstrong (President/Tr) $0 $0 $0
Russ Osborn (Vp) $0 $0 $0
Thomas Anninger (Director) $0 $0 $0
Hazel Edwards (Secretary) $0 $0 $0
Lynne Beltran (Director) $0 $0 $0
Adrienne Nassau (Director) $0 $0 $0
Dennis Dunn (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$199,276
Expenses
$216,472
Net Income
-$17,196
Net Assets
$84,901
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,913
12.0%
Program Services $170,058
85.3%
Investment Income $1,549
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,772
1.4%
Net Inventory Sales $984
0.5%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $48,839
22.6%
Professional Fundraising Fees $0
Other Salaries and Wages $50,854
23.5%
Assets/Debt
Total Assets $84,901
Total Liabilities $0
Net Assets $84,901
Compensation
Key Employees and Officers Compensation Related Other
Lily Friedman (Director Eme) $6,525 $0 $0
Lindy Clarke (Director) $2,300 $0 $0
Doris Hal Gulati (Director) $1,575 $0 $0
Anna Armstrong (President/Tr) $0 $0 $0
Laurane Mendelsohn (Director) $0 $0 $0
Krystyna Schnier (Director) $0 $0 $0
Russ Osborn (Vp) $0 $0 $0
Cathy Schultz (Director) $0 $0 $0
Thomas Anninger (Director) $0 $0 $0
Hazel Edwards (Secretary) $0 $0 $0
Lynne Beltran (Director) $0 $0 $0
Ellen Hickman (Director) $0 $0 $0
Adrienna Nassau (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$199,346
Expenses
$223,812
Net Income
-$24,466
Net Assets
$98,685
Notable Sources of Revenue Percent of Total Revenue
Contributions $32,453
16.3%
Program Services $163,347
81.9%
Investment Income $1,801
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,708
0.9%
Net Inventory Sales $37
0.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $42,439
19.0%
Professional Fundraising Fees $0
Other Salaries and Wages $63,031
28.2%
Assets/Debt
Total Assets $98,685
Total Liabilities $0
Net Assets $98,685
Compensation
Key Employees and Officers Compensation Related Other
Lily Friedman (Music Direct) $5,925 $0 $0
Lindy Clarke (Director) $2,300 $0 $0
Anna Armstrong (President/Tr) $0 $0 $0
Laurane Mendelsohn (Director) $0 $0 $0
Krystyna Schnier (Director) $0 $0 $0
Russ Osborn (Vp) $0 $0 $0
Cathy Schultz (Director) $0 $0 $0
Thomas Anninger (Director) $0 $0 $0
Hazel Edwards (Secretary) $0 $0 $0
Lynne Beltran (Director) $0 $0 $0
Ellen Hickman (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$205,195
Expenses
$209,750
Net Income
-$4,555
Net Assets
$114,075
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,445
17.3%
Program Services $164,919
80.4%
Investment Income $1,654
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $46
0.0%
Net Inventory Sales $3,041
1.5%
Other Revenue $90
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $42,335
20.2%
Professional Fundraising Fees $0
Other Salaries and Wages $57,827
27.6%
Assets/Debt
Total Assets $114,075
Total Liabilities $0
Net Assets $114,075
Compensation
Key Employees and Officers Compensation Related Other
Lily Friedman (Music Direct) $17,484 $0 $0
Lindy Clarke (Director) $2,070 $0 $0
Anna Armstrong (Treasurer/Di) $0 $0 $0
Laurane Mendelsohn (President/Di) $0 $0 $0
Krystyna Schnier (Vp/Director) $0 $0 $0
Anne Hawkins (Secretary/Di) $0 $0 $0
Russ Osborn (Director) $0 $0 $0
Cathy Schultz (Director) $0 $0 $0
Thomas Anninger (Director) $0 $0 $0
Hazel Edwards (Director) $0 $0 $0
Lynne Beltran (Director) $0 $0 $0
Ellen Hickman (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$184,879
Expenses
$182,780
Net Income
$2,099
Net Assets
$118,630
Notable Sources of Revenue Percent of Total Revenue
Contributions $32,606
17.6%
Program Services $147,347
79.7%
Investment Income $1,456
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $146
0.1%
Net Inventory Sales $2,599
1.4%
Other Revenue $725
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $40,469
22.1%
Professional Fundraising Fees $0
Other Salaries and Wages $47,671
26.1%
Assets/Debt
Total Assets $118,630
Total Liabilities $0
Net Assets $118,630
Compensation
Key Employees and Officers Compensation Related Other
Lily Friedman (Music Direct) $21,546 $0 $0
Barbara Oldham (Director) $1,175 $0 $0
Gordon Avery (Director) $0 $0 $0
Richard Kalla (Director) $0 $0 $0
Anna Armstrong (Treasurer/Di) $0 $0 $0
Laurane Mendelsohn (President/Di) $0 $0 $0
Krystyna Schnier (Vp/Director) $0 $0 $0
Anne Hawkins (Secretary, D) $0 $0 $0
Marjory Duncalfe (Director) $0 $0 $0
Sherman Kane (Director) $0 $0 $0
Jerry Agin (Director) $0 $0 $0
Russ Osborn (Director) $0 $0 $0
Cathy Schultz (Director) $0 $0 $0
Thomas Anninger (Director) $0 $0 $0
Hazel Edwards (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$181,076
Expenses
$180,058
Net Income
$1,018
Net Assets
$116,531
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,726
12.0%
Program Services $156,292
86.3%
Investment Income $859
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$186
Net Inventory Sales $2,273
1.3%
Other Revenue $112
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $34,050
18.9%
Professional Fundraising Fees $0
Other Salaries and Wages $41,341
23.0%
Assets/Debt
Total Assets $116,624
Total Liabilities $93
Net Assets $116,531
Compensation
Key Employees and Officers Compensation Related Other
Lily Friedman (Music Direct) $28,671 $0 $0
Barbara Oldham (Director) $893 $0 $0
Gordon Avery (President &) $0 $0 $0
Richard Kalla (Director) $0 $0 $0
Anna Armstrong (Treasurer/Di) $0 $0 $0
Laurane Mendelsohn (Vp/Pres Elec) $0 $0 $0
Krystyna Schnier (Director) $0 $0 $0
Anne Hawkins (Secretary, D) $0 $0 $0
Marjory Duncalfe (Director) $0 $0 $0
Sherman Kane (Director) $0 $0 $0
Jerry Agin (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$200,135
Expenses
$239,175
Net Income
-$39,040
Net Assets
$115,513
Notable Sources of Revenue Percent of Total Revenue
Contributions $29,137
14.6%
Program Services $164,789
82.3%
Investment Income $742
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $457
0.2%
Net Inventory Sales $3,295
1.6%
Other Revenue $1,715
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $34,512
14.4%
Professional Fundraising Fees $0
Other Salaries and Wages $74,036
31.0%
Assets/Debt
Total Assets $115,513
Total Liabilities $0
Net Assets $115,513

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$237,449
Expenses
$248,518
Net Income
-$11,069
Net Assets
$154,553
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,917
10.5%
Program Services $208,052
87.6%
Investment Income $387
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $107
0.0%
Net Inventory Sales $0
Other Revenue $3,986
1.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $34,290
13.8%
Professional Fundraising Fees $0
Other Salaries and Wages $56,246
22.6%
Assets/Debt
Total Assets $154,553
Total Liabilities $0
Net Assets $154,553

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$172,398
Expenses
$188,528
Net Income
-$16,130
Net Assets
$165,622
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,370
6.0%
Program Services $159,114
92.3%
Investment Income $222
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,692
1.6%
Assets/Debt
Total Assets $165,994
Total Liabilities $372
Net Assets $165,622

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2000

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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