Civic Intelligence

Home Care of the Grand Valley Inc

990 • Fiscal year 2024 • EIN 02-0565600

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 14, 2025

2800 Printers Way Suite 200Grand Junction, CO 81506

(970) 263-0202

Siviq Scores

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

Liabilities / Assets

65th percentile

0.25x

Higher debt load relative to assets than 65% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.18x

Higher debt load relative to revenue than 52% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

26th percentile

-4.8%

Higher net margin than 26% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

77th percentile

$212,350

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

37th percentile

1.0%

Faster asset growth than 37% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-2.2%

Faster revenue growth than 30% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

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

Historical Trend

Balance Sheet Trend

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

2024

Assets$5,012,482
Liabilities$1,276,495
Net Assets$3,735,987

Operations Trend

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

2024

Revenue$7,247,649
Expenses$7,594,005
Net Income-$346,356
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 14, 2025
Return Version
2024v5.0
Gross Receipts
$7,247,649
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$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 Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$3,033$220,016$223,049
Other Land Buildings$4,601$112,924$117,525
Other Assets Org$451,781--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charleen RaaumCEOFT$193,680$18,670$212,350
Lani PlutaCFOFT$155,976$37,104$193,080
Shelley ThielCOOFT$126,824-$126,824

Board Members and Trustees

NameTitle
Mike LuedtkePresident
Judi DevoreBoard Member
Lucy GrahamBoard Member
Dr Crystal OwensMedical Dire
Dale ReeceSecretary
Tara BunnellTreasurer
Robin ConwayVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$51,464
Program Service Revenue
$7,030,268
Investment Income
$143,576
Other Revenue
$22,341
All Other Contributions
$46,000
Change in Net Assets
$-346,356

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,247,649
Total Revenue per Audited Statements
$7,247,649
Total Revenue per Form 990
$7,247,649
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,594,005
Total Expenses per Audited Statements$7,594,005
Total Expenses per Form 990$7,594,005
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$551,521
Deferred Compensation$187,681
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 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.

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 cirsumstances 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
2800 PRINTERS WAY SUITE 200, GRAND JUNCTION, CO 81506
Doing Business As
Summitwest Care

Signing Officer

Name
Charleen Raaum
Title
CEO
Phone
9702630202
Signed
2025-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charleen Raaum
Formed
2002
Legal Domicile
Co
Voting Board Members
7
Independent Board Members
7
Employees
260

Preparer

Firm
Soronen Donley Patterson CPA Pc
Address
706 S 9TH ST 1, GRAND JUNCTION, CO 81501-3736
Preparer
Willy Corey CPA
Phone
9702418346
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

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.

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IRS990/MissionDesc0THE 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.
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IRS990/OfficeExpensesGrp/ProgramServicesAmt025084
IRS990/OfficeExpensesGrp/TotalAmt029511
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0733909
IRS990/OtherAssetsTotalGrp/EOYAmt01003302
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt068277
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0287819
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0356096
IRS990/OtherExpensesGrp/Desc0PATIENT CARE
IRS990/OtherExpensesGrp/Desc1PURCHASED SERVICES
IRS990/OtherExpensesGrp/Desc2PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc3DUES, SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018206
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19925
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23828
IRS990/OtherExpensesGrp/ProgramServicesAmt0180274
IRS990/OtherExpensesGrp/ProgramServicesAmt1103166
IRS990/OtherExpensesGrp/ProgramServicesAmt256242
IRS990/OtherExpensesGrp/ProgramServicesAmt321690
IRS990/OtherExpensesGrp/TotalAmt0180274
IRS990/OtherExpensesGrp/TotalAmt1121372
IRS990/OtherExpensesGrp/TotalAmt266167
IRS990/OtherExpensesGrp/TotalAmt325518
IRS990/OtherLiabilitiesGrp/BOYAmt0405708
IRS990/OtherLiabilitiesGrp/EOYAmt0739202
IRS990/OtherRevenueMiscGrp/Desc0CASH SURRENDER LIFE INSURANCE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt022341
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt022341
IRS990/OtherRevenueTotalAmt022341
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0933356
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04479552
IRS990/OtherSalariesAndWagesGrp/TotalAmt05412908
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt099485
IRS990/PayrollTaxesGrp/ProgramServicesAmt0397940
IRS990/PayrollTaxesGrp/TotalAmt0497425
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09692
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt038769
IRS990/PensionPlanContributionsGrp/TotalAmt048461
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018014
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0255580
IRS990/PrincipalOfficerNm0CHARLEEN RAAUM
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/Desc0PATIENT FEES, NET ALLOW
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07030268
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07030268
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt039218
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0108668
IRS990/PYOtherExpensesAmt0781582
IRS990/PYProgramServiceRevenueAmt07260075
IRS990/PYRevenuesLessExpensesAmt0-64207
IRS990/PYSalariesCompEmpBnftPaidAmt06690586
IRS990/PYTotalExpensesAmt07472168
IRS990/PYTotalRevenueAmt07407961
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-346356
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt07030268
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt051464
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt072935
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02354017
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01395335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03912969
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0143576
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0108668
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05228
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01357
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0555
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0259384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07052609
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07260075
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06512464
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06794149
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07290431
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt034909728
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0143576
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0108668
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05228
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01357
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0555
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0259384
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99340
IRS990ScheduleA/PublicSupportPY509Pct00.99700
IRS990ScheduleA/PublicSupportTotal509Amt038822697
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07104073
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07299293
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06585399
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09148166
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08685766
IRS990ScheduleA/Total509Grp/TotalAmt038822697
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07247649
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07407961
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06590627
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt09149523
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt08686321
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt039082081
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt07594005
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03033
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0220016
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0223049
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0551521
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1451781
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OPERATING LEASE ROU ASSET
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1VALUE OF LIFE INSURANCE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04601
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0112924
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0117525
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0551521
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1187681
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED COMPENSATION
IRS990ScheduleD/RevenueSubtotalAmt07247649
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07634
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01003302
IRS990ScheduleD/TotalExpensesPerForm990Amt07594005
IRS990ScheduleD/TotalLiabilityAmt0739202
IRS990ScheduleD/TotalRevenuePerForm990Amt07247649
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07247649
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07594005
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0193680
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1155976
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount09117
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount127942
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt09553
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt19162
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHARLEEN RAAUM
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1LANI PLUTA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0212350
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1193080
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF THE BOARD REVIEW A COMPENSATION SURVEY, RECEIVE BOARD APPROVAL AND NEGOTIATE A WRITTEN CONRACT WITH THE CEO.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART III
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1THE 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/ExplanationTxt2THE 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/ExplanationTxt3COMPENSATION AND BENEFIT PAYMENTS ARE DETERMINED AND APPROVED THROUGH EVALUATIONS FOR YEARLY WAGE INCREASES AND BY MEASURING PERFORMANCE AGAINST STANDARDS PERIODICALLY.
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/ExplanationTxt5THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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