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620 Summit INC

Tax-deductible

Pewaukee, WI501(c)(3)Housing EIN 45-4852665Revenue $68K in FY2025Latest return filed Apr 6, 2026

On file with the IRSPewaukee, WITax-exempt since Aug 2012Publicly supported charity — 170(b)(1)(A)(vi)

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To provide low cost housing for the disabled under section 811 of the national affordable housing act.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Run by 10 volunteers and 2 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
0 of 6
filings with a surplus
Average deficit $40K a year · 60% of revenue · last 6 filings
A surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
85% of spending went to programs.
Pt IX · Ln 25 · col B
Cash reserves
0.2 mo
of spending, in cash
0.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.6M
131% of total assets
Liabilities are 131% of assets.
Pt X · Ln 26
Independent board members
12
of 14 voting members
12 of 14 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$68K
-4% vs prior year
Spent
$121K
To programs
85%
Net assets
−$385K
By yearFY2020–FY2025
Revenue
$68K
FY2025▼ -4%
Tap a bar for its year
Revenue by fiscal year
FY2020$64K
FY2021$66K
FY2022$66K
FY2023$63K
FY2024$71K
FY2025$68K
Expenses
$121K
FY2025▲ +19%
Tap a bar for its year
Expenses by fiscal year
FY2020$98K
FY2021$110K
FY2022$107K
FY2023$97K
FY2024$102K
FY2025$121K
Net assets
−$385K
FY2025▼ -16%
Tap a bar for its year
Net assets by fiscal year
FY2020−$182K
FY2021−$226K
FY2022−$267K
FY2023−$301K
FY2024−$332K
FY2025−$385K

From the FY2025 Form 990 · see the original

990 PDF Support Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2012.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $103K Management & general 15% · $18K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation
Katie Grasch
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Keith Harenda
Vice Chair
$0Pt VII · Sec A
See 620 Summit INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers affordable housing for disabled individuals using federal programs.

Questions for 620 Summit INC

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1 program · $103K · in their own filed words · FY2025
01

Provide housing for very low income persons with disabilities.

$103Kprogram expense

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$68K
Ln 12
Fees for servicesLn 2g$68K
Investment incomeLn 3$30
Money outPt IX
$121K
Ln 25
Programscol B$103K
Managementcol C$18K
Owns and owesPt X
−$385K
net assets · Ln 32
Cash and savingsLn 1–2$2K
Total assetsLn 16$1.3M
LiabilitiesLn 26$1.6M
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a14
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$68K
Investment incomeLn 3$30
Total revenueLn 12$68K
Assets in detailPt X, end of year
CashLn 1$2K
Cash and savings togetherLn 1–2$2K
Accounts receivableLn 4$5K
Land, buildings, equipmentLn 10c$1.2M
Other assetsLn 15$33K
Total assetsLn 16$1.3M
LiabilitiesLn 26$1.6M
Net assetsLn 32−$385K
OperationsPt I, VI
EmployeesI 52
VolunteersI 610
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$26K$2K
Land, buildings, equipmentLn 10c$1.3M$1.2M
Total assetsLn 16$1.3M$1.3M
LiabilitiesLn 26$1.7M$1.6M
Net assetsLn 32−$332K−$385K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$6K$6K
Accounting feesLn 11c$11K$11K
Other fees for servicesLn 11g$10K$10K
Office expensesLn 13$3K$1K$2K
OccupancyLn 16$53K$53K
Depreciation, depletion and amortizationLn 22$35K$35K
InsuranceLn 23$4K$4K
Total functional expensesLn 25$121K$103K$18K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Apr 6, 2026 $68K$121K−$53K−$385K 990 PDF
FY2024Filed with the IRS Apr 1, 2025 $71K$102K−$31K−$332K 990 PDF
FY2023Filed with the IRS Apr 4, 2024 $63K$97K−$35K−$301K 990 PDF
FY2022Filed with the IRS Apr 20, 2023 $66K$107K−$40K−$267K 990 PDF
FY2021Filed with the IRS Jul 12, 2022 $66K$110K−$44K−$226K 990 PDF
FY2020Filed with the IRS Jun 24, 2021 $64K$98K−$34K−$182K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2025 990
Part I · Summary $68,259 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $70,972$68,229
I-10 Investment incomePrior year $37$30
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $71,009$68,259
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $101,900$121,140
I-18 Total expensesPrior year $101,900$121,140
I-19 Revenue less expensesPrior year −$30,891−$52,881
Part VI · Governance 12 of 14 board members independent, 2 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $68,259 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $68,229$68,229
VIII-3 Investment incomeExcluded from tax $30$30
VIII-12 Total revenueRelated to mission $68,229 · Unrelated business $0 · Excluded from tax $30$68,259
Part IX · Statement of functional expenses $121,140 across 7 lines filed
IX-11a Management feesManagement $5,856$5,856
IX-11c Accounting feesManagement $10,545$10,545
IX-11g Other fees for servicesPrograms $9,612$9,612
IX-13 Office expensesPrograms $1,462 · Management $1,534$2,996
IX-16 OccupancyPrograms $52,827$52,827
IX-22 Depreciation, depletion and amortizationPrograms $35,057$35,057
IX-23 InsurancePrograms $4,247$4,247
IX-25 Total functional expensesPrograms $103,205 · Management $17,935 · Fundraising $0$121,140
Part X · Balance sheet $1,259,821 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $25,863$2,304
X-4 Accounts receivableStart of year $6,996$4,755
X-10c Land, buildings and equipment, netStart of year $1,254,838$1,219,781
X-15 Other assetsStart of year $30,269$32,981
X-16 Total assetsStart of year $1,317,966$1,259,821
X-17 Accounts payable and accrued expensesStart of year $1,667$2,466
X-24 Unsecured notes and loans payableStart of year $283,000$283,000
X-25 Other liabilitiesStart of year $1,365,466$1,359,403
X-26 Total liabilitiesStart of year $1,650,133$1,644,869
X-27 Net assets without donor restrictionsStart of year −$332,167−$385,048
X-32 Total net assets or fund balancesStart of year −$332,167−$385,048
X-33 Total liabilities and net assetsStart of year $1,317,966$1,259,821
Part XI · Reconciliation of net assets −$385,048 net assets at year end
XI-1 Total revenue$68,259
XI-2 Total expenses$121,140
XI-3 Revenue less expenses−$52,881
XI-4 Net assets at start of year−$332,167
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$385,048

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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