Nonprofit · EIN 75-3166533
THE SUMMIT PREPARATORY SCHOOL OF SOUTHWEST MISSOURI
Tax-exempt · SPRINGFIELD, MO 65807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $2,720,424 | $2,558,648 | $161,776 | $4,585,702 | $3,840,049 | $745,653 |
| July 31, 2024 | 990 | $2,649,823 | $2,549,628 | $100,195 | $4,371,551 | $3,787,674 | $583,877 |
| July 31, 2023 | 990 | $2,123,120 | $2,317,537 | -$194,417 | $4,199,182 | $3,715,392 | $483,790 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $469,558
- Program service revenue
- $2,183,432
- Investment income
- $22,709
- Net gain from sales of assets
- $635
- Net income from fundraising events
- $43,679
- Other revenue
- $44,725
Expenses
- Grants and similar amounts paid
- $297,571
- Compensation of officers, directors and key employees
- $134,490
- Other salaries and wages
- $1,114,204
- Salaries, compensation and benefits (total)
- $1,525,097
- Professional fundraising fees
- $0
- Accounting fees
- $25,308
- Occupancy
- $137,320
- Travel
- $8,931
- Depreciation
- $126,722
- Program services (functional)
- $2,129,786
- Management and general (functional)
- $375,007
- Fundraising (functional)
- $53,855
Balance sheet and other
- Total assets, start of year
- $4,371,551
- Total assets, end of year
- $4,585,702
- Total liabilities, end of year
- $3,840,049
- Net assets, end of year
- $745,653
- Land, buildings and equipment
- $3,463,448
- Publicly traded securities
- $4,989
- Net assets without donor restrictions
- $613,148
- Net assets with donor restrictions
- $132,505
- Gross receipts
- $2,747,118
- Employees
- 64
- Volunteers
- 121
- Year formed
- 2004
- State of legal domicile
- MO
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN HEET | HEAD OF SCHO Officer | 40 | $90,031 | $7,718 |
| LINDA RENFROE | FINANCE OFFI Officer | 40 | $26,446 | $0 |
| JAMES BALLARD | PAST PRESIDE Trustee or director, Officer | 3 | $0 | $0 |
| ELIZABETH COLE | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| JOE DULL | MEMBER Trustee or director | 1 | $0 | $0 |
| JORDAN FRY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| CHRIS GREIG | MEMBER Trustee or director | 1 | $0 | $0 |
| DORI GRINDER | MEMBER Trustee or director | 1 | $0 | $0 |
| ADAM JOHNSON | MEMBER Trustee or director | 1 | $0 | $0 |
| MITCHELL JOHNSON | MEMBER Trustee or director | 1 | $0 | $0 |
| JESSE PALMER | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| ARIEL SPARROW | VICE PRESIDE Trustee or director, Officer | 3 | $0 | $0 |
| SAM WEBSTER | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended July 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN HEET | HEAD OF SCHO Officer | 40 | $89,589 | $7,137 |
| LINDA RENFROE | FINANCE OFFI Officer | 40 | $38,787 | $0 |
| MARTHA CASHEL | FINANCE OFFI Officer | 40 | $11,923 | $0 |
| ELIZABETH AVERY | MEMBER Trustee or director | 1 | $0 | $0 |
| JAMES BALLARD | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| ASHLEY CROSS | VICE PRESIDE Trustee or director, Officer | 3 | $0 | $0 |
| JOE DULL | MEMBER Trustee or director | 1 | $0 | $0 |
| JORDAN FRY | MEMBER Trustee or director | 1 | $0 | $0 |
| JESSE PALMER | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| ARIEL SPARROW | CO-SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| ANGELA TETERS | CO-SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
990 for the year ended July 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN HEET | HEAD OF SCHO Officer | 40 | $87,323 | $6,541 |
| NICOLE SANDERS | FINANCE OFFI Officer | 40 | $14,438 | $3,315 |
| LINDA RENFROE | FINANCE OFFI Officer | 40 | $14,849 | $0 |
| JAMES BALLARD | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| DAVE BISHOP | PAST PRESIDE Trustee or director | 1 | $0 | $0 |
| LEAH BLAKEY | MEMBER Trustee or director | 1 | $0 | $0 |
| KRISTEN BRIGHT | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| DR ASHLEY CROSS | MEMBER Trustee or director | 1 | $0 | $0 |
| MARK SKRADE | MEMBER Trustee or director | 1 | $0 | $0 |
| ARIEL SPARROW | CO-SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| ANGELA TETERS | CO-SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| JUDY THOMPSON | VICE PRESIDE Trustee or director, Officer | 3 | $0 | $0 |
| GERALD ZAMORA | MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 202 E WALNUT LAWN ST, SPRINGFIELD, MO 65807-4935
- Principal officer (990 for 2024)
- KATHRYN HEET
- Signed the 990
- KATHRYN HEET, HEAD OF SCHOOL
- Phone
- (417) 869-8077
- Website
- WWW.THESUMMITPREP.ORG
- Return prepared by
- ELLIOTT ROBINSON AND COMPANY LLP
Mission
TO PREPARE LEARNERS FOR SUCCESS BY PROVIDING A PROGRESSIVE EDUCATION IN A UNIQUELY CHALLENGING AND SUPPORTIVE ENVIRONMENT AND INSPIRE LIFE-LONG LEARNERS.
Program accomplishments
- OUR SCHOOL IS UNMATCHED BY ANY SCHOOL IN OUR AREA BY PROVIDING AN INTEGRATED AND TAILORED CURRICULUM, A STANDARD OF SMALL CLASSES (18:1), AND PRESENTS DEEPER-LEARNING OPPORTUNITIES FOR OUR STUDENTS. OUR PROGRAM IS DESIGNED TO CHALLENGE OUR EAGER, ABLE STUDENTS, AND TO DEVELOP THEIR SKILLS AND TALENTS TO THEIR FULLEST POTENTIAL. THIS YEAR, OUR SCHOOL SERVED 189 STUDENTS, CONSISTING OF THREE YEAR-OLDS THROUGH TWELFTH GRADE.Expenses $2,129,786 · grants $297,571 · revenue $2,183,432
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 75-3166533
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $4,585,702
- Income (IRS master file)
- $2,747,118
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $2,720,424 | $2,558,648 | $4,585,702 | XML |
| 990 | July 2024 | $2,649,823 | $2,549,628 | $4,371,551 | XML |
| 990 | July 2023 | $2,123,120 | $2,317,537 | $4,199,182 | XML |
| 990 | July 2022 | $2,229,533 | $2,019,036 | $4,298,326 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 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 75-3166533).
Questions about THE SUMMIT PREPARATORY SCHOOL OF SOUTHWEST MISSOURI
- What is the EIN of THE SUMMIT PREPARATORY SCHOOL OF SOUTHWEST MISSOURI?
- The employer identification number (EIN) of THE SUMMIT PREPARATORY SCHOOL OF SOUTHWEST MISSOURI is 75-3166533.
- Is THE SUMMIT PREPARATORY SCHOOL OF SOUTHWEST MISSOURI tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to THE SUMMIT PREPARATORY SCHOOL OF SOUTHWEST MISSOURI tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE SUMMIT PREPARATORY SCHOOL OF SOUTHWEST MISSOURI 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 THE SUMMIT PREPARATORY SCHOOL OF SOUTHWEST MISSOURI due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SUMMIT PREPARATORY SCHOOL OF SOUTHWEST MISSOURI last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of THE SUMMIT PREPARATORY SCHOOL OF SOUTHWEST MISSOURI?
- The 990 for the year ended July 31, 2025 names KATHRYN HEET.
- Who are the officers and directors of THE SUMMIT PREPARATORY SCHOOL OF SOUTHWEST MISSOURI?
- The 990 for the year ended July 31, 2025 lists 13 people; 2 received compensation from the organization, the highest $90,031 (KATHRYN HEET, HEAD OF SCHO).
- How much revenue does THE SUMMIT PREPARATORY SCHOOL OF SOUTHWEST MISSOURI have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $2,720,424, expenses of $2,558,648 and total assets of $4,585,702 at year end.
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