Nonprofit · EIN 45-4852665
620 SUMMIT INC
Tax-exempt · PEWAUKEE, WI 53072
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $68,259 | $121,140 | -$52,881 | $1,259,821 | $1,644,869 | -$385,048 |
| December 31, 2024 | 990 | $71,009 | $101,900 | -$30,891 | $1,317,966 | $1,650,133 | -$332,167 |
| December 31, 2023 | 990 | $62,688 | $97,384 | -$34,696 | $1,337,137 | $1,638,413 | -$301,276 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $68,229
- Investment income
- $30
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $10,545
- Occupancy
- $52,827
- Depreciation
- $35,057
- Program services (functional)
- $103,205
- Management and general (functional)
- $17,935
Balance sheet and other
- Total assets, start of year
- $1,317,966
- Total assets, end of year
- $1,259,821
- Total liabilities, end of year
- $1,644,869
- Net assets, end of year
- -$385,048
- Land, buildings and equipment
- $1,219,781
- Net assets without donor restrictions
- -$385,048
- Gross receipts
- $68,259
- Employees
- 0
- Volunteers
- 15
- Year formed
- 2012
- State of legal domicile
- WI
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE GRASCH | TREASURER Trustee or director, Officer | 1 | $0 |
| BRIGETTE HARENDA | DIRECTOR Trustee or director | 1 | $0 |
| DAVID HOLLNAGEL | DIRECTOR Trustee or director | 1 | $0 |
| TRINA JASHINSKY | SECRETARY Trustee or director, Officer | 1 | $0 |
| JOHN MCGINNIS | DIRECTOR Trustee or director | 1 | $0 |
| LAURIE PETERSON | DIRECTOR Trustee or director | 1 | $0 |
| TREVOR ARNOLD | CHAIR Trustee or director, Officer | 1 | $0 |
| KEITH HARENDA | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| ILDIKO HUPPERTZ | DIRECTOR Trustee or director | 1 | $0 |
| JIM MAYER LEFT MARCH 2025 | DIRECTOR Trustee or director | 1 | $0 |
| PAUL NORAN | DIRECTOR Trustee or director | 1 | $0 |
| STEPHEN ZILLI | DIRECTOR Trustee or director | 1 | $0 |
| PAM STEIB | DIRECTOR Trustee or director | 1 | $0 |
| SARAH DUTHIE | DIRECTOR Trustee or director | 1 | $0 |
| AROON VISWANATHAN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE GRASCH | DIRECTOR Trustee or director | 1 | $0 |
| BRIGETTE HARENDA | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DAVID HOLLNAGEL | DIRECTOR Trustee or director | 1 | $0 |
| TRINA JASHINSKY | SECRETARY Trustee or director, Officer | 1 | $0 |
| JOHN MCGINNIS | DIRECTOR Trustee or director | 1 | $0 |
| LAURIE PETERSON | DIRECTOR Trustee or director | 1 | $0 |
| TREVOR ARNOLD | TREASURER Trustee or director, Officer | 1 | $0 |
| KEITH HARENDA | DIRECTOR Trustee or director | 1 | $0 |
| ILDIKO HUPPERTZ | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JIM MAYER | DIRECTOR Trustee or director | 1 | $0 |
| PAUL NORAN | DIRECTOR Trustee or director | 1 | $0 |
| CASSIE RODRIGUEZ | DIRECTOR Trustee or director | 1 | $0 |
| STEPHEN ZILLI | DIRECTOR Trustee or director | 1 | $0 |
| PAM STEIB | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE GRASCH | DIRECTOR Trustee or director | 1 | $0 |
| BRIGETTE HARENDA | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DAVID HOLLNAGEL | DIRECTOR Trustee or director | 1 | $0 |
| TRINA JASHINSKY | DIRECTOR Trustee or director | 1 | $0 |
| JOHN MCGINNIS | DIRECTOR Trustee or director | 1 | $0 |
| LAURIE PETERSON | DIRECTOR Trustee or director | 1 | $0 |
| TREVOR ARNOLD | TREASURER Trustee or director, Officer | 1 | $0 |
| KEITH HARENDA | DIRECTOR Trustee or director | 1 | $0 |
| ILDIKO HUPPERTZ | PRESIDENT Trustee or director, Officer | 1 | $0 |
| AROON VISWANATHAN | SECRETARY Trustee or director, Officer | 1 | $0 |
| JIM MAYER | DIRECTOR Trustee or director | 1 | $0 |
| PAUL NORAN | DIRECTOR Trustee or director | 1 | $0 |
| CASSIE RODRIGUEZ | DIRECTOR Trustee or director | 1 | $0 |
| STEPHEN ZILLI | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1166 QUAIL CT STE 400, PEWAUKEE, WI 53072-3779
- In care of
- % REV DAVID SIMMONS
- Mailing address (990-N for 2015)
- 111 E Main St, Waukesha WI 53186
- Principal officer (990 for 2025)
- KATIE GRASCH, 1166 QUAIL COURT SUITE 400, PEWAUKEE, WI 53072
- Principal officer (990-N for 2015)
- David Simmons, 111 E Main St, Waukesha WI 53186
- Signed the 990
- KATIE GRASCH, TREASURER
- Phone
- (262) 522-1408
- Return prepared by
- HAWKINS ASH CPAS LLP
Mission
THE ORGANIZATION'S PURPOSE IS TO OPERATE AN 8 UNIT APARTMENT COMPLEX UNDER SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT AND PROVIDE HOUSING FOR VERY LOW INCOME PERSONS WITH DISABILITIES.
Program accomplishments
- PROVIDE HOUSING FOR VERY LOW INCOME PERSONS WITH DISABILITIES.Expenses $103,205 · revenue $68,229
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 45-4852665
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $1,259,821
- Income (IRS master file)
- $68,259
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $68,259 | $121,140 | $1,259,821 | XML |
| 990 | December 2024 | $71,009 | $101,900 | $1,317,966 | XML |
| 990 | December 2023 | $62,688 | $97,384 | $1,337,137 | XML |
| 990 | December 2022 | $66,259 | $106,722 | $1,348,044 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2015 Officer: David Simmons | December 31, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
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 45-4852665).
Questions about 620 SUMMIT INC
- What is the EIN of 620 SUMMIT INC?
- The employer identification number (EIN) of 620 SUMMIT INC is 45-4852665.
- Is 620 SUMMIT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to 620 SUMMIT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does 620 SUMMIT 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 620 SUMMIT INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did 620 SUMMIT INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of 620 SUMMIT INC?
- The 990 for the year ended December 31, 2025 names KATIE GRASCH.
- Who are the officers and directors of 620 SUMMIT INC?
- The 990 for the year ended December 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does 620 SUMMIT INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $68,259, expenses of $121,140 and total assets of $1,259,821 at year end.
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