Liabilities / Assets
65th percentile
Higher debt load relative to assets than 65% of similar nonprofits.
990 • Fiscal year 2024 • EIN 02-0565600
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
65th percentile
Higher debt load relative to assets than 65% of similar nonprofits.
Liabilities / Revenue
52nd percentile
Higher debt load relative to revenue than 52% of similar nonprofits.
Net Margin
26th percentile
Higher net margin than 26% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 2.9% of source-year revenue.
Asset Growth
37th percentile
Faster asset growth than 37% of similar nonprofits.
Revenue Growth
30th percentile
Faster revenue growth than 30% of similar nonprofits.
Assets
Up$5,012,482
Up $50,941 (+1.0%) from 2023
Net Assets
Down$3,735,987
Down $346,356 (-8.5%) from 2023
Liabilities
Up$1,276,495
Up $397,297 (+45%) from 2023
Revenue
Down$7,247,649
Down $160,312 (-2.2%) from 2023
Expenses
Up$7,594,005
Up $121,837 (+1.6%) from 2023
Net Income
Down-$346,356
Down $282,149 (-439%) from 2023
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $3,213,605 | $2,885,503 | ▼ $328,102 |
| Accounts Receivable | $595,518 | $456,181 | ▼ $139,337 |
| Investments in Publicly Traded Securities | $376,578 | $404,282 | ▲ $27,704 |
| Prepaid Expenses and Deferred Charges | $18,014 | $255,580 | ▲ $237,566 |
| Land, Buildings, and Equipment, Net | $23,917 | $7,634 | ▼ $16,283 |
| Total Assets | $4,961,541 | $5,012,482 | ▲ $50,941 |
| Other Assets Total | $733,909 | $1,003,302 | ▲ $269,393 |
| Liabilities | |||
| Other Liabilities | $405,708 | $739,202 | ▲ $333,494 |
| Accounts Payable and Accrued Expenses | $473,490 | $537,293 | ▲ $63,803 |
| Total Liabilities | $879,198 | $1,276,495 | ▲ $397,297 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $4,082,343 | $3,735,987 | ▼ $346,356 |
| Total Net Assets Fund Balance | $4,082,343 | $3,735,987 | ▼ $346,356 |
| Total Liabilities and Net Assets / Fund Balance | $4,961,541 | $5,012,482 | ▲ $50,941 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Leasehold Improvements | $3,033 | $220,016 | $223,049 |
| Other Land Buildings | $4,601 | $112,924 | $117,525 |
| Other Assets Org | $451,781 | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Charleen Raaum | CEO | FT | $193,680 | $18,670 | $212,350 |
| Lani Pluta | CFO | FT | $155,976 | $37,104 | $193,080 |
| Shelley Thiel | COO | FT | $126,824 | - | $126,824 |
| Name | Title |
|---|---|
| Mike Luedtke | President |
| Judi Devore | Board Member |
| Lucy Graham | Board Member |
| Dr Crystal Owens | Medical Dire |
| Dale Reece | Secretary |
| Tara Bunnell | Treasurer |
| Robin Conway | Vice Preside |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $6,828,430 |
| Other Expenses | $765,575 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $4,479,552 | $933,356 | - | $5,412,908 |
| Current Officers, Directors, Trustees, and Key Employees | $436,508 | $77,032 | - | $513,540 |
| Payroll Taxes | $397,940 | $99,485 | - | $497,425 |
| Other Employee Benefits | $287,819 | $68,277 | - | $356,096 |
| Occupancy | $117,366 | $20,712 | - | $138,078 |
| Information Technology | $64,027 | $11,299 | - | $75,326 |
| Insurance | $42,076 | $7,425 | - | $49,501 |
| Pension Plan Contributions | $38,769 | $9,692 | - | $48,461 |
| All Other Expenses | $31,021 | $15,888 | - | $46,909 |
| Office Expenses | $25,084 | $4,427 | - | $29,511 |
| Other Expenses | $21,690 | $3,828 | - | $25,518 |
| Depreciation Depletion | - | $20,248 | - | $20,248 |
| Fees for Services Legal | $7,644 | $1,349 | - | $8,993 |
| Conferences and Meetings | $1,980 | $349 | - | $2,329 |
| Travel | $1,147 | $202 | - | $1,349 |
| Total Functional Expenses | $6,292,305 | $1,301,700 | $0 | $7,594,005 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $7,594,005 |
| Total Expenses per Audited Statements | $7,594,005 |
| Total Expenses per Form 990 | $7,594,005 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Operating Lease Liability | $551,521 |
| Deferred Compensation | $187,681 |
“The form 990 report is reviewed by the executive director, financial manager, and the financial consultant. A draft of form 990 was also reviewed by the board of directors.”
“The policy for conflict of interest is reviewed and signed by each board member. The board would enforce the policy if cirsumstances indicate it is necessary.”
“Compensation and benefit payments are determined and approved through evaluations for yearly wage increases and by measuring performance against standards periodically.”
“Compensation and benefit payments are determined and approved through evaluations for yearly wage increases and by measuring performance against standards periodically.”
“These documents are made available to the public upon written request.”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 473490 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 537293 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 595518 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 456181 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO BE AN INTEGRAL HOME CARE LINK IN THE CONTINUUM OF HEALTH SERVICES PROVIDED IN A HIGH QUALITY, SERVICE ORIENTED, AND COST EFFECTIVE MANNER. |
| IRS990/AllOtherContributionsAmt | 0 | 46000 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 15888 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 31021 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 46909 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | THE ORGANIZATION |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9702630202 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2800 PRINTERS WAY SUITE 200 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | GRAND JUNCTION |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CO |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 81506 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 3213605 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 2885503 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 77032 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 436508 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 513540 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 349 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 1980 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 2329 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 51464 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 143576 |
| IRS990/CYOtherExpensesAmt | 0 | 765575 |
| IRS990/CYOtherRevenueAmt | 0 | 22341 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 7030268 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -346356 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 6828430 |
| IRS990/CYTotalExpensesAmt | 0 | 7594005 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 7247649 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | false |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 20248 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 20248 |
| IRS990/Desc | 0 | TO BE AN INTEGRAL HOME CARE LINK IN THE CONTINUUM OF HEALTH SERVICES PROVIDED IN A HIGH QUALITY, SERVICE ORIENTED, AND COST EFFECTIVE MANNER. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DistributionToDonorInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DoingBusinessAsName/BusinessNameLine1Txt | 0 | SUMMITWEST CARE |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 260 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 6292305 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 1349 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 7644 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 8993 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 9553 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 9162 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | CHARLEEN RAAUM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | LANI PLUTA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | SHELLEY THIEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | TARA BUNNELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | ROBIN CONWAY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JUDI DEVORE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | LUCY GRAHAM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | MIKE LUEDTKE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | DR CRYSTAL OWENS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | DALE REECE |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 202797 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 183918 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 126824 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | CFO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | COO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | VICE PRESIDE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | MEDICAL DIRE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | SECRETARY |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 2002 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GovernmentGrantsAmt | 0 | 5464 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 7247649 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 7 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 11299 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 64027 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 75326 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 7425 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 42076 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 49501 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 143576 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 143576 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 376578 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 404282 |
| IRS990/IRPDocumentCnt | 0 | 4 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 332940 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 23917 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 7634 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 340574 |
| IRS990/LegalDomicileStateCd | 0 | CO |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 4082343 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 3735987 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 4082343 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 3735987 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 20712 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 117366 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 138078 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 4427 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 25084 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 29511 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 733909 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 1003302 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 68277 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 287819 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 356096 |
| IRS990/OtherExpensesGrp/Desc | 0 | PATIENT CARE |
| IRS990/OtherExpensesGrp/Desc | 1 | PURCHASED SERVICES |
| IRS990/OtherExpensesGrp/Desc | 2 | PUBLIC RELATIONS |
| IRS990/OtherExpensesGrp/Desc | 3 | DUES, SUBSCRIPTIONS |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 18206 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 9925 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 3828 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 180274 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 103166 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 56242 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 21690 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 180274 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 121372 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 66167 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 25518 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 405708 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 739202 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | CASH SURRENDER LIFE INSURANCE |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 22341 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 22341 |
| IRS990/OtherRevenueTotalAmt | 0 | 22341 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 933356 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 4479552 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 5412908 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 99485 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 397940 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 497425 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 9692 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 38769 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 48461 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 18014 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 255580 |
| IRS990/PrincipalOfficerNm | 0 | CHARLEEN RAAUM |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 621610 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | PATIENT FEES, NET ALLOW |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 7030268 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 7030268 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 39218 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 108668 |
| IRS990/PYOtherExpensesAmt | 0 | 781582 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 7260075 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -64207 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 6690586 |
| IRS990/PYTotalExpensesAmt | 0 | 7472168 |
| IRS990/PYTotalRevenueAmt | 0 | 7407961 |
| IRS990/QuidProQuoContributionsInd | 0 | true |
| IRS990/QuidProQuoContriDisclInd | 0 | true |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -346356 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | true |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 7030268 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 51464 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 39218 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 72935 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2354017 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1395335 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 3912969 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 143576 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 108668 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 5228 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1357 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 555 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 259384 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 7052609 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 7260075 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 6512464 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 6794149 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 7290431 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 34909728 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 143576 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 108668 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 5228 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 1357 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 555 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 259384 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.01000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99340 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99700 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 38822697 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 7104073 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 7299293 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6585399 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 9148166 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 8685766 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 38822697 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 7247649 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 7407961 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 6590627 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 9149523 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 8686321 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 39082081 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 7594005 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt | 0 | 3033 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt | 0 | 220016 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt | 0 | 223049 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 551521 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 1 | 451781 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | OPERATING LEASE ROU ASSET |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 1 | VALUE OF LIFE INSURANCE |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 4601 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 112924 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 117525 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 551521 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 187681 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | OPERATING LEASE LIABILITY |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | DEFERRED COMPENSATION |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 7247649 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 7634 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 1003302 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 7594005 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 739202 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 7247649 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 7247649 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 7594005 |
| IRS990ScheduleJ/AnyNonFixedPaymentsInd | 0 | false |
| IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd | 0 | false |
| IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd | 0 | false |
| IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd | 0 | false |
| IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd | 0 | false |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | false |
| IRS990ScheduleJ/InitialContractExceptionInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | true |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 193680 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 1 | 155976 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 9117 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 1 | 27942 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 9553 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 1 | 9162 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | CHARLEEN RAAUM |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 1 | LANI PLUTA |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | CEO |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 1 | CFO |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 212350 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 1 | 193080 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | false |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | MEMBERS OF THE BOARD REVIEW A COMPENSATION SURVEY, RECEIVE BOARD APPROVAL AND NEGOTIATE A WRITTEN CONRACT WITH THE CEO. |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE J, PART III |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE FORM 990 REPORT IS REVIEWED BY THE EXECUTIVE DIRECTOR, FINANCIAL MANAGER, AND THE FINANCIAL CONSULTANT. A DRAFT OF FORM 990 WAS ALSO REVIEWED BY THE BOARD OF DIRECTORS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE POLICY FOR CONFLICT OF INTEREST IS REVIEWED AND SIGNED BY EACH BOARD MEMBER. THE BOARD WOULD ENFORCE THE POLICY IF CIRSUMSTANCES INDICATE IT IS NECESSARY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | COMPENSATION AND BENEFIT PAYMENTS ARE DETERMINED AND APPROVED THROUGH EVALUATIONS FOR YEARLY WAGE INCREASES AND BY MEASURING PERFORMANCE AGAINST STANDARDS PERIODICALLY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | COMPENSATION AND BENEFIT PAYMENTS ARE DETERMINED AND APPROVED THROUGH EVALUATIONS FOR YEARLY WAGE INCREASES AND BY MEASURING PERFORMANCE AGAINST STANDARDS PERIODICALLY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 12C |
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Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.