Civic Intelligence

Home Care of the Grand Valley Inc

990 • Fiscal year 2021 • EIN 02-0565600

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization ProfileSUMMITWESTCARE.COM

View Organization Page

1131 North 21st StreetGrand Junction, CO 81501

(970) 263-0202

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.09x

Higher debt load relative to assets than 45% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.06x

Higher debt load relative to revenue than 29% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

32nd percentile

3.6%

Higher net margin than 32% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

74th percentile

$184,487

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

37th percentile

4.7%

Faster asset growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-17%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$4,454,530

Up $200,042 (+4.7%) from 2020

Net Assets

Up

$4,041,522

Up $256,324 (+6.8%) from 2020

Liabilities

Down

$413,008

Down $56,282 (-12%) from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin32nd percentile

Revenue

Down

$7,205,627

Down $1,480,694 (-17%) from 2020

Expenses

Down

$6,949,303

Down $278,234 (-3.8%) from 2020

Net Income

Down

$256,324

Down $1,202,460 (-82%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $2,006,901Liabilities 2011: $360,392Net Assets 2011: $1,646,5092011Assets 2012: $1,713,952Liabilities 2012: $288,191Net Assets 2012: $1,425,7612012Assets 2013: $1,777,139Liabilities 2013: $312,863Net Assets 2013: $1,464,2762013Assets 2014: $1,776,421Liabilities 2014: $301,777Net Assets 2014: $1,474,6442014Assets 2015: $2,063,304Liabilities 2015: $269,285Net Assets 2015: $1,794,0192015Assets 2016: $2,383,744Liabilities 2016: $348,234Net Assets 2016: $2,035,5102016Assets 2017: $2,760,190Liabilities 2017: $383,991Net Assets 2017: $2,376,1992017Assets 2018: $3,001,371Liabilities 2018: $573,011Net Assets 2018: $2,428,3602018Assets 2019: $2,782,935Liabilities 2019: $456,521Net Assets 2019: $2,326,4142019Assets 2020: $4,254,488Liabilities 2020: $469,290Net Assets 2020: $3,785,1982020Assets 2021: $4,454,530Liabilities 2021: $413,008Net Assets 2021: $4,041,5222021Assets 2022: $4,643,675Liabilities 2022: $497,125Net Assets 2022: $4,146,5502022Assets 2023: $4,961,541Liabilities 2023: $879,198Net Assets 2023: $4,082,3432023Assets 2024: $5,012,482Liabilities 2024: $1,276,495Net Assets 2024: $3,735,9872024

Highlighted filing

2021

Assets$4,454,530
Liabilities$413,008
Net Assets$4,041,522
Open 2021 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $3,273,073Expenses 2011: $3,223,777Net Income 2011: $49,2962011Revenue 2012: $3,285,104Expenses 2012: $3,505,852Net Income 2012: -$220,7482012Revenue 2013: $3,220,871Expenses 2013: $3,182,356Net Income 2013: $38,5152013Revenue 2014: $3,233,396Expenses 2014: $3,223,028Net Income 2014: $10,3682014Revenue 2015: $4,208,248Expenses 2015: $3,888,873Net Income 2015: $319,3752015Revenue 2016: $4,879,175Expenses 2016: $4,637,684Net Income 2016: $241,4912016Revenue 2017: $6,620,690Expenses 2017: $6,280,000Net Income 2017: $340,6902017Revenue 2018: $7,379,838Expenses 2018: $7,327,677Net Income 2018: $52,1612018Revenue 2019: $7,344,629Expenses 2019: $7,446,575Net Income 2019: -$101,9462019Revenue 2020: $8,686,321Expenses 2020: $7,227,537Net Income 2020: $1,458,7842020Revenue 2021: $7,205,627Expenses 2021: $6,949,303Net Income 2021: $256,3242021Revenue 2022: $6,532,206Expenses 2022: $6,610,575Net Income 2022: -$78,3692022Revenue 2023: $7,407,961Expenses 2023: $7,472,168Net Income 2023: -$64,2072023Revenue 2024: $7,247,649Expenses 2024: $7,594,005Net Income 2024: -$346,3562024

Highlighted filing

2021

Revenue$7,205,627
Expenses$6,949,303
Net Income$256,324
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.0
Gross Receipts
$7,401,334
Mission and Program Overview

Mission

To be an integral home care link in the continuum of health services provided in a high quality, service oriented,and cost effective manner.

To be an integral home care link in the continuum of health services provided in a high quality, service oriented, and cost effective manner.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,933,762$2,995,634▲ $61,872
Accounts Receivable$606,579$640,678▲ $34,099
Investments in Publicly Traded Securities-$399,785-
Prepaid Expenses and Deferred Charges$265,376$214,067▼ $51,309
Land, Buildings, and Equipment, Net$373,366$134,008▼ $239,358
Total Assets$4,254,488$4,454,530▲ $200,042
Other Assets Total$75,405$70,358▼ $5,047
Liabilities
Accounts Payable and Accrued Expenses$464,683$413,008▼ $51,675
Deferred Revenue$4,607--
Total Liabilities$469,290$413,008▼ $56,282
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,785,198$4,041,522▲ $256,324
Total Net Assets Fund Balance$3,785,198$4,041,522▲ $256,324
Total Liabilities and Net Assets / Fund Balance$4,254,488$4,454,530▲ $200,042

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$101,963$117,586$219,549
Equipment$32,045$106,422$138,467
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charleen RaaumCEOFT$166,338$18,149$184,487

Board Members and Trustees

NameTitle
Mike MansheimPresident
Dale ReeceDirector
Judi DevoreDirector
Michael LuedtkeDirector
Tara BunnellDirector
Glenn Madrid MdMedical Dire
Lucy GrahamSecretary/ T
Robin ConwayVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$235,017
Program Service Revenue
$6,788,165
Investment Income
$176,461
Other Revenue
$5,984
All Other Contributions
$26,711
Change in Net Assets
$256,324

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,205,627
Total Revenue per Audited Statements
$7,205,627
Total Revenue per Form 990
$7,205,627
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,090,591
Other Expenses$858,712
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,198,924--$5,198,924
Payroll Taxes$263,641$183,208-$446,849
Other Employee Benefits$358,379--$358,379
Occupancy$144,417$36,105-$180,522
Pension Plan Contributions$86,439--$86,439
Fees for Services Legal$58,611$14,653-$73,264
Depreciation Depletion-$68,076-$68,076
Information Technology$33,255$8,313-$41,568
All Other Expenses$31,379$7,844-$39,223
Office Expenses$30,176$7,544-$37,720
Other Expenses$22,685$5,671-$28,356
Advertising$22,621$5,655-$28,276
Travel$22,223$5,556-$27,779
Insurance$3,189$797-$3,986
Conferences and Meetings$134$33-$167
Total Functional Expenses$6,572,430$376,873$0$6,949,303

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,949,303
Total Expenses per Audited Statements$6,949,303
Total Expenses per Form 990$6,949,303
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 report is reviewed by the executive director, financial manager, and financial consultant. A draft of form 990 was also reviewed by the board of directors.”

Form 990, Page 6, Part VI, Line 12C

“The policy for conflict of interest is reviewed and signed by each board member. The board would enforce the policy if circumstances indicate it is necessary.”

Form 990, Page 6, Part VI, Line 15A

“Compensation and benefit payments are determined and approved through evaluations for yearly wage increases and by measuring performance against standards periodically”

Form 990, Page 6, Part VI, Line 15B

“Compensation and benefit payments are determined and approved through evaluations for yearly wage increases and by measuring performance against standards periodically.”

Form 990, Page 6, Part VI, Line 19

“These documents are made available to the public upon written request”

Filing and Contact Details

Filer

Filer Name
Summitwest Care Inc
EIN
02-0565600
Phone
9702630202
Address
1131 NORTH 21ST STREET, GRAND JUNCTION, CO 81501
Doing Business As
Summitwest Care

Signing Officer

Name
Charleen Raaum
Title
CEO
Phone
9702630202
Signed
2022-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charleen Raaum
Formed
2002
Legal Domicile
Co
Voting Board Members
8
Independent Board Members
8
Employees
350

Preparer

Firm
Chadwick Steinkirchner Davis & Co P C
Address
2499 HWY 6 50, GRAND JUNCTION, CO 81505-1106
Preparer
Orville F Petersen
Phone
9702453000
Supplemental Narrative

Additional Explanations

Form 990

“To be an integral home care link in the continuum of health services provided in a high quality, service oriented, and cost effective manner”

Form 990, Page 2, Part III, Line 4A

“The mission of summitwest care is to serve the needs of the community with highly technical and skilled health care at home for people of all ages. The organization also provides supportive home-based services,including charity care.the agency and staff often cooperate with others to provide educational services and programs in community settings for the public health and safety including fall prevention as well as emergency and pandemic preparedness. Summitwest care has been recognized for its efforts to assist with the education of nurses, business and other students by providing educational experiences for students from high school through college. In 2021, summitwest care provided services to approximately 809 patients for medical services and 356 patients for non-medical services.”

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06606915
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO BE AN INTEGRAL HOME CARE LINK IN THE CONTINUUM OF HEALTH SERVICES PROVIDED IN A HIGH QUALITY, SERVICE ORIENTED, AND COST EFFECTIVE MANNER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MISSION OF SUMMITWEST CARE IS TO SERVE THE NEEDS OF THE COMMUNITY WITH HIGHLY TECHNICAL AND SKILLED HEALTH CARE AT HOME FOR PEOPLE OF ALL AGES. THE ORGANIZATION ALSO PROVIDES SUPPORTIVE HOME-BASED SERVICES,INCLUDING CHARITY CARE.THE AGENCY AND STAFF OFTEN COOPERATE WITH OTHERS TO PROVIDE EDUCATIONAL SERVICES AND PROGRAMS IN COMMUNITY SETTINGS FOR THE PUBLIC HEALTH AND SAFETY INCLUDING FALL PREVENTION AS WELL AS EMERGENCY AND PANDEMIC PREPAREDNESS. SUMMITWEST CARE HAS BEEN RECOGNIZED FOR ITS EFFORTS TO ASSIST WITH THE EDUCATION OF NURSES, BUSINESS AND OTHER STUDENTS BY PROVIDING EDUCATIONAL EXPERIENCES FOR STUDENTS FROM HIGH SCHOOL THROUGH COLLEGE. IN 2021, SUMMITWEST CARE PROVIDED SERVICES TO APPROXIMATELY 809 PATIENTS FOR MEDICAL SERVICES AND 356 PATIENTS FOR NON-MEDICAL SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 REPORT IS REVIEWED BY THE EXECUTIVE DIRECTOR, FINANCIAL MANAGER, AND FINANCIAL CONSULTANT. A DRAFT OF FORM 990 WAS ALSO REVIEWED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE POLICY FOR CONFLICT OF INTEREST IS REVIEWED AND SIGNED BY EACH BOARD MEMBER. THE BOARD WOULD ENFORCE THE POLICY IF CIRCUMSTANCES INDICATE IT IS NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION AND BENEFIT PAYMENTS ARE DETERMINED AND APPROVED THROUGH EVALUATIONS FOR YEARLY WAGE INCREASES AND BY MEASURING PERFORMANCE AGAINST STANDARDS PERIODICALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION AND BENEFIT PAYMENTS ARE DETERMINED AND APPROVED THROUGH EVALUATIONS FOR YEARLY WAGE INCREASES AND BY MEASURING PERFORMANCE AGAINST STANDARDS PERIODICALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,454,530
Liabilities
$413,008
Net assets
$4,041,522
Revenue
$7,205,627
Expenses
$6,949,303
Net income
$256,324
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.01$1.28$3.74$7.25$7.59$0.35
2023Detailed filing. Detailed filing data is available for this year.$4.96$0.88$4.08$7.41$7.47$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.64$0.50$4.15$6.53$6.61$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.45$0.41$4.04$7.21$6.95$0.26
2020Detailed filing. Detailed filing data is available for this year.$4.25$0.47$3.79$8.69$7.23$1.46
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.46$2.33$7.34$7.45$0.10
2018Summary only. Only limited summary data is available for this year.$3.00$0.57$2.43$7.38$7.33$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.76$0.38$2.38$6.62$6.28$0.34
2016Detailed filing. Detailed filing data is available for this year.$2.38$0.35$2.04$4.88$4.64$0.24
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.27$1.79$4.21$3.89$0.32
2014Detailed filing. Detailed filing data is available for this year.$1.78$0.30$1.47$3.23$3.22$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.78$0.31$1.46$3.22$3.18$0.04
2012Summary only. Only limited summary data is available for this year.$1.71$0.29$1.43$3.29$3.51$0.22
2011Summary only. Only limited summary data is available for this year.$2.01$0.36$1.65$3.27$3.22$0.05