2024-09-30T16:57:27-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2023-01-01 201139635 SUMMIT COMMUNITY CARE CLINIC INC SUMM 9706684040 PO BOX 4337 FRISCO CO 80443 DAN BECKER CEO 9706684040 2024-09-30 1 1 BECKY DETTMANN CPA P01408585 3037795710 2024-09-23 2023 2024-10-15 13:58:12Z DAN BECKER PO BOX 4337 FRISCO CO 80443 18140743 0 X WWW.SUMMITCLINIC.ORG X 2004 CO PROVIDE EXCEPTIONAL, INTEGRATED, PATIENT-CENTERED HEALTH CARE SERVICES REGARDLESS OF ABILITY TO PAY. 13 13 170 33 0 0 8038062 8069051 8985828 9924861 10920 99125 -10540 -1568 17024270 18091469 2874000 2749000 0 0 9301953 9173078 0 17055 388024 4396950 5506567 16572903 17445700 451367 645769 7031139 7722660 1375286 1421038 5655853 6301622 X PROVIDE EXCEPTIONAL, INTEGRATED, PATIENT-CENTERED HEALTH CARE SERVICES DESIGNED TO MEET THE NEEDS OF ALL PATIENTS, PARTICULARLY THOSE WHO EXPERIENCE BARRIERS TO ACCESSING CARE, REGARDLESS OF THEIR ABILITY TO PAY. 0 0 13844536 2749000 9924861 SINCE ITS HUMBLE BEGINNINGS, THE CARE CLINIC HAS GROWN INTO ONE OF THE MOST WELL-RESPECTED SAFETY NET CLINICS IN THE STATE OF COLORADO.THE CARE CLINIC PROVIDES THE FOLLOWING SERVICES TO THE MEDICALLY UNDERSERVED INDIVIDUALS AND FAMILIES IN SUMMIT AND SURROUNDING COUNTIES: PRIMARY AND PREVENTIVE HEALTH CARE IN THE FORM OF SAME DAY OR SCHEDULED APPOINTMENTS; ORAL HEALTH MAINTENANCE AND TREATMENT; BEHAVIORAL HEALTH SERVICES; REPRODUCTIVE HEALTH AND FAMILY PLANNING SERVICES; UNIVERSAL DRUG AND ALCOHOL SCREENING AND SUBSTANCE ABUSE TREATMENT; SCHOOL-BASED HEALTH SERVICES INCLUDING PRIMARY; ORAL AND BEHAVIORAL HEALTH; PATIENT NAVIGATION SERVICES; CHRONIC DISEASE (CONTINUED ON SCHEDULE O)MANAGEMENT; AND COMMUNITY AND SCHOOL-WIDE SCREENING EVENTS. THE CARE CLINIC USES AN INTEGRATED MODEL OF CARE DELIVERY.IN 2023, THE CARE CLINIC SERVED 9,122 UNDUPLICATED PATIENTS WITH 33,927 VISITS IN PRIMARY CARE, ORAL HEALTH, AND BEHAVIORAL HEALTH AT THE MAIN CARE CLINIC OFFICE AND 15 ADDITIONAL SITES IN SUMMIT, PARK, AND LAKE COUNTIES. PRIMARY CARE VISITS REPRESENT OVER 42% OF TOTAL VISITS WHILE 34% ARE FOR ORAL HEALTH SERVICES AND 24% ARE FOR BEHAVIORAL HEALTH. APPROXIMATELY 53% OF PATIENTS WHO REPORT THEIR INCOME EARN LESS THAN 200% OF THE FEDERAL POVERTY LEVEL. 2023 PRESENTED THE OPPORTUNITY FOR THE CARE CLINIC TO SUPPORT NEEDS RELATED TO THE COVID-19 PANDEMIC. THIS INCLUDED PROVISION OF TREATMENT AND VACCINATION SERVICES WITHIN THE CLINIC. THE CARE CLINIC CONTINUED TO UTILIZE TELEHEALTH OPTIONS TO SCREEN PATIENTS AND PROVIDE CARE REMOTELY. THE CARE CLINIC EMBARKED ON PLANNING EFFORTS WITH A COMPREHENSIVE NEEDS ASSESSMENT IN, AN EFFFICIENCY ANALYSIS, AND DEVELOPMENT OF A NEW COMPRHENSIVE STRATEGIC PLAN. 13844536 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 170 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X AMANDA CRAIG 9707105062 323 W MAIN ST SUITE 201 FRISCO CO 80443 DANA COTTRELL PRESIDENT 1.50 X X 0 0 0 DEBBIE WELLE-POWELL VICE PRESIDENT 1.50 X X 0 0 0 JIM BECKMANN TREASURER 1.50 X X 0 0 0 JOSH COGDILL SECRETARY 1.50 X X 0 0 0 DR DAVID BIGGS BOARD MEMBER 1.50 X 0 0 0 WILSON BLAKE BOARD MEMBER 1.50 X 0 0 0 ISMAEL CALLE BOARD MEMBER 1.50 X 0 0 0 GASTON FEUEREISEN BOARD MEMBER 1.50 X 0 0 0 MEG MASTEN BOARD MEMBER (THRU 10/23) 1.50 X 0 0 0 BRADEN MCMILLAN BOARD MEMBER (THRU 7/23) 1.50 X 0 0 0 DAVID NICOLI ESQ BOARD MEMBER 1.50 X 0 0 0 RICK O'BRIEN MD BOARD MEMBER (THRU 10/23) 1.50 X 0 0 0 DON PARSONS MD BOARD MEMBER (THRU 8/23) 1.50 X 0 0 0 TONY PESTELLO BOARD MEMBER (THRU 10/23) 1.50 X 0 0 0 JASMIN PIMENTEL BOARD MEMBER 1.50 X 0 0 0 DUSTIN STOKES BOARD MEMBER 1.50 X 0 0 0 NORM STOLLER DMD BOARD MEMBER (THRU 7/23) 1.50 X 0 0 0 AMY WINELAND BOARD MEMBER 1.50 X 0 0 0 NIC ZADOR BOARD MEMBER 1.50 X 0 0 0 ELEANOR BRUIN CHIEF BEHAVIORAL HLTH OFF. (THRU 9/23) 34.00 X 34055 0 5699 KATHLEEN COWIE CHIEF MEDICAL OFFICER 30.00 X 203433 0 16186 SUSAN ROBERTSON CHIEF STRATEGY OFFICER 32.00 X 156052 0 8470 ERIN MAJOR CHIEF DENTAL OFFICER 35.00 X 107675 0 27389 DANIEL BECKER CEO (AS OF 11/23) 40.00 X 96652 0 3777 HELEN ROYAL CEO (THRU 3/23) 35.00 X 58713 0 5632 MISTY SHELL COO 35.00 X 14114 0 330 CASSANDRA ANTON CHIEF QUALITY & RISK OFF. (THRU 7/23) 35.00 X 32765 0 2338 JOANNA KOPYTEK DENTIST 33.00 X 178831 0 29840 CHARLES LACKEY PHYSICIAN 32.00 X 154411 0 2146 JOSHUA RUSK PHYSICIAN 35.00 X 151579 0 18630 MEGAN JACKSON DENTAL HYGIENE DIRECTOR 40.00 X 117110 0 10767 LACIE OVERMAN DENTAL HYGIENIST 40.00 X 111398 0 12237 1416788 0 143441 14 0 1 0 0 462940 5974254 1631857 216242 8069051 PATIENT FEES 624100 9924861 9924861 9924861 99125 99125 23348 462940 49274 -25926 -25926 MISCELLANEOUS INCOME 900099 24358 24358 24358 18091469 9924861 0 97557 2749000 2749000 778563 209503 556974 12086 6838138 5694173 875209 268756 137526 122278 9667 5581 794964 636218 128458 30288 623887 486180 114595 23112 2875 2875 56469 56469 17055 17055 1587000 762954 823540 506 74030 10025 64005 314880 186093 128787 405783 119955 281945 3883 345082 322716 3438 18928 31297 26826 4384 87 21562 10568 10980 14 250 250 271730 220266 51378 86 79048 22695 56353 MEDICAL SUPPLIES 1416842 1416842 BAD DEBT EXPENSE 658208 658208 EDUCATION & TRAINING 107669 100165 7504 DUES & LICENSES 86387 69149 17238 47455 20722 19091 7642 17445700 13844536 3213140 388024 743867 3751370 3069563 87151 809425 1605650 708022 795939 82337 18894 82545 107206 2506131 1437821 1171665 1068310 4676 5447 359039 282693 7031139 7722660 891202 1045141 3501 480583 375897 1375286 1421038 X 5110407 5507250 545446 794372 5655853 6301622 7031139 7722660 645769 0 X X 0 1 X 1 1 1 X 4920332 6837043 8857642 8038062 8069051 36722130 4789999 6228543 7284494 8985828 9924861 37213725 433588 355996 440761 385311 377211 1992867 10143919 13421582 16582897 17409201 18371123 75928722 422695 327038 146794 32655 123758 1052940 0 422695 327038 146794 32655 123758 1052940 74875782 953 387 523 11158 99125 112146 953 387 523 11158 99125 112146 5119 5119 28052 26628 20645 6171 24358 105854 10178043 13448597 16604065 17426530 18494606 76151841 0.98320 0.97900 0.00150 0.00020 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 28,052. 2020 AMOUNT: $ 26,628. 2021 AMOUNT: $ 20,645. 2022 AMOUNT: $ 6,171. 2023 AMOUNT: $ 24,358. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 1 1707 1707 0 PART II-B, LINE 1: SUMMIT COMMUNITY CARE CLINIC PAYS ANNUAL DUES TO THE COLORADO COMMUNITY HEALTH NETWORK (CCHN). CCHN USES A PORTION OF THOSE DUES TO CONDUCT LOBBYING ON BEHALF OF SUMMIT COMMUNITY CARE CLINIC AND OTHER MEMBER ORGANIZATIONS. 57026 294 57320 56919 107 57026 56911 8 56919 56858 53 56911 56531 327 56858 1.00000 0.00000 0.00000 0 0 1302843 657183 645660 1203288 780638 422650 1068310 DEFERRED RENT 375897 375897 X 15110746 377211 49274 426485 14684261 3407208 3407208 18091469 14464977 377211 49274 426485 14038492 3407208 3407208 17445700 PART V, LINE 4: ENDOWMENTS ARE BOARD DESIGNATED TO SUBSIDIZE THE ORGANIZATION'S OPERATIONS. PART X, LINE 2: THE ORGANIZATION HAS PREVIOUSLY RECEIVED NOTICE OF EXEMPTION OF INCOME TAX FROM THE INTERNAL REVENUE SERVICE UNDER SECTION 501(C)(3) OF THE FEDERAL INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION, AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS CHARITABLE TAX DEDUCTIONS BY THE CONTRIBUTOR. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX PROVISIONS. THE IMPLEMENTATION OF THE ACCOUNTING STANDARDS REGARDING UNCERTAIN TAX PROVISIONS HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 49,274. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBTS 658,208. CHARITY CARE 2,749,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 49,274. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBTS 658,208. CHARITY CARE 2,749,000. X X X X X X X 1 INSPIRED MARKETING & EVENTS LLC 1602 N BADGER LANE SILVERTHORNE CO 80498 PROFESSIONAL FUNDRAISING 0 17055 17055 0 17055 17055 CO SOUP FOR THE SOUL 270677 256104 14573 30528 RALLY FOR THE CURE 215611 206836 8775 18746 486288 462940 23348 49274 49274 -25926 1 SLIDING SCALE FEE ADJUSTMENT 2245 2749000 N/A N/A PART I, LINE 2: SLIDING SCALE FEE ADJUSMENT ARE DETERMINED BASED ON PATIENT FINANCIAL NEED. X X X X 1 0 0 0 0 0 0 0 0 KATHLEEN COWIE CHIEF MEDICAL OFFICER 203433 0 0 0 0 0 8786 0 7400 0 219619 0 0 0 JOANNA KOPYTEK DENTIST 178831 0 0 0 0 0 7564 0 22276 0 208671 0 0 0 JOSHUA RUSK PHYSICIAN 151579 0 0 0 0 0 7071 0 11559 0 170209 0 0 0 SUSAN ROBERTSON CHIEF STRATEGY OFFICER 156052 0 0 0 0 0 6623 0 1847 0 164522 0 0 0 CHARLES LACKEY PHYSICIAN 154411 0 0 0 0 0 1463 0 683 0 156557 0 0 0 PART I, LINE 4A HELEN ROYAL RECEIVED A SEVERANCE PAYMENT OF $13,462. THIS AMOUNT WAS INCLUDED IN W-2 WAGES. X 1 216242 FMV 0 0 1 0 PART I, COLUMN (B): COLUMN B INDICATES THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE IS EMPOWERED TO MAKE DECISIONS ON BEHALF OF THE BOARD REGARDING MATTERS THAT REQUIRE IMMEDIATE ACTION. SUCH DECISIONS ARE FORMALLY ENDORSED, AMENDED, OR REJECTED BY THE BOARD OF DIRECTORS AT ITS NEXT REGULAR MEETING. EXECUTIVE COMMITTEE MEMBERS MAY CO-SIGN WITH THE CEO OR ATTEST TO THE CEO'S SIGNATURE WHEN REQUIRED ON CONTRACTS, GRANT AGREEMENTS, AND OTHER OFFICIAL DOCUMENTS. IN THE EVENT OF A CEO VACANCY, THE EXECUTIVE COMMITTEE MAY BE EMPOWERED BY THE BOARD OF DIRECTORS TO ACT IN THE ROLE OF CEO, INCLUDING AUTHORITY TO SIGN CONTRACTS, GRANT AGREEMENTS, AND OTHER OFFICIAL DOCUMENTS. FORM 990, PART VI, SECTION A, LINE 2 DON PARSONS, MD, AND AMY WINELAND HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE ORGANIZATIONS INDEPENDENT CPA WITH INFORMATION PROVIDED BY MANAGEMENT. THE 990 IS PRESENTED TO THE FINANCE COMMITTEE TO REVIEW AND THEN THE ENTIRE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY AND AT ANY BOARD MEETING ANY BOARD MEMBER OR ADVISORY MEMBER WITH A POTENTIAL CONFLICT OF INTEREST MUST NOTIFY THE EXECUTIVE COMMITTEE, WHO WILL REVIEW THE INFORMATION WITH THE BOARD AS APPROPRIATE. IN ALL CASES OF CONFLICT OR POTENTIAL CONFLICT, THE BOARD MEMBER IN QUESTION MUST REFRAIN FROM VOTING AND RECUSE HIM OR HERSELF FROM PARTICIPATING IN THE DISCUSSION, SELECTION, AWARD OR ADMINISTRATION OF ANY CONTRACT OR OTHER AFFILIATION INVOLVING SUCH CONFLICT. DISCUSSION RELATED TO ANY POTENTIAL CONFLICTS OF INTEREST IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15A IN ACCORDANCE WITH THE BYLAWS, THE EXECUTIVE COMMITTEE OF THE BOARD PERFORMS AN ANNUAL REVIEW OF THE CEO'S PERFORMANCE, INCLUDING COMPENSATION. HUMAN RESOURCES PROVIDES THE EXECUTIVE COMMITTEE WITH SALARY SURVEYS WITH OTHER COLORADO FQHC'S AND OTHER COMPENSATION SURVEYS AS REQUIRED. THE DISCUSSION RELATED TO THE CEO'S COMPENSATION IS DOCUMENTED IN THE BOARD MINUTES. THE EXECUTIVE COMMITTEE MAKES THE FINAL DECISION ON THE CEO'S COMPENSATION. THE MOST RECENT SALARY REVIEW FOR THE CEO WAS CONDUCTED IN 2023. KEY EMPLOYEES COMPENSATION REVIEWS ARE CONDUCTED BY THE CEO AND HUMAN RESOURCES, THE EXCECUTIVE COMMITTEE IS NOT INVOLVED IN THIS PROCESS. THE MOST RECENT SALARY REVIEW FOR KEY EMPLOYEES WAS CONDUCTED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.