2025-01-21T14:43:16-05:00 2023-12-31 840895963 BALDWIN AND ASSOCIATES CPAs LLC 800 BELFORD AVENUE STE 100 Grand Junction CO 81501 990 2023-01-01 020565600 SUMMITWEST CARE INC SUMM 2800 PRINTERS WAY STE 200 GRAND JUNCTION CO 81506 CHARLEEN RAAUM RN CEO 9702630202 2025-01-25 true true Samuel J Baldwin CPA P00050843 9702411040 2025-01-21 2023 2024-10-15 13:58:12Z X SUMMITWEST CARE CHARLEEN RAAUM 2800 PRINTERS WAY 200 GRAND JCT CO 81506 7407961 false X SUMMITWESTCARE.COM X 2002 CO TO BE AN INTEGRAL HOME CARE LINK IN THE CONTINUUM OF HEALTH SERVICES PROVIDED IN A HIGH QUALITY, SERVICE ORIENTED, AND COST EFFECTIVE MANNER. 7 7 270 0 0 72935 39218 6512464 7260075 -53193 108668 0 6532206 7407961 0 0 5853141 6690586 0 0 757434 781582 6610575 7472168 -78369 -64207 4643675 4961541 497125 879198 4146550 4082343 X TO BE AN INTEGRAL HOME CARE LINK IN THE CONTINUUM OF HEALTH SERVICES PROVIDED IN A HIGH QUALITY, SERVICE ORIENTED, AND COST EFFECTIVE MANNER. false false 5611595 7260075 TO BE AN INTEGRAL HOME CARE LINK IN THE CONTINUUM OF HEALTH SERVICES PROVIDED IN A HIGH QUALITY, SERVICE ORIENTED, AND COST EFFECTIVE, MANNER. 5611595 true true false false false false false false false false true false false true true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false true 1 0 true 270 true false false false false false true true false false false false false false false false false false false X 7 7 false false false false false false false true true false false true true true true true true true true false CO X LANI PLUTA 9702630202 2800 PRINTERS WAY SUITE 200 GRAND JUNCTION CO 81506 CHARLEEN RAAUM CEO 40.00 0.00 X X 221179 0 9089 LANI PLUTA CHIEF FINANCIAL OFFICER 40.00 0.00 X 181337 0 8429 SHELLEY THIEL CHIEF OPERATING OFFICER 40.00 0.00 X 121616 0 10000 TEEMA WILLIAMS HIGHLY COMPENSATED 40.00 0.00 X 122787 0 0 JUDI DEVORE DIRECTOR 0.50 0.00 X 0 0 0 LUCY GRAHAM DIRECTOR 0.50 0.00 X 0 0 0 CRYSTAL OWENS MEDICAL DIRECTOR 0.50 0.00 X 0 0 0 TARA BUNNELL TREASURER 0.50 0.00 X 0 0 0 MIKE LUEDTKE PRESIDENT 0.50 0.00 X 0 0 0 ROBIN CONWAY VICE PRESIDENT 0.50 0.00 X 0 0 0 DALE REECE SECRETARY 0.50 0.00 X 0 0 0 646919 0 27518 6 false true false 39218 39218 PATIENT FEES NET ALLOW 621610 7260075 7260075 7260075 108668 108668 7407961 7260075 0 108668 391415 391415 5277627 4366069 911558 531979 531979 134461 134461 355104 268506 86598 109650 85527 24123 32809 25591 7218 31364 24464 6900 10267 8008 2259 124920 93853 31067 2006 1565 441 961 750 211 59150 43910 15240 37646 29364 8282 PURCHASED SERVICES 146928 75302 71626 DUESSUBSCRIPTIONSLICENSES 24171 18853 5318 TELEPHONE 20533 16016 4517 CHARITY CARE 139277 127373 11904 41900 35029 6871 7472168 5611595 1860573 0 3139391 3213605 494450 595518 111179 18014 348472 324555 77397 23917 343177 376578 478081 733909 4643675 4961541 406492 473490 90633 405708 497125 879198 X 4146550 4082343 4146550 4082343 4643675 4961541 -64207 0 X false true X true false X 41600 1395335 2354017 72935 39218 3903105 7297404 7290431 6794149 6512464 7260075 35154523 7339004 8685766 9148166 6585399 7299293 39057628 39057628 988 555 1357 5228 108668 116796 988 555 1357 5228 108668 116796 7339992 8686321 9149523 6590627 7407961 39174424 0.99700 0.00000 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 219549 195632 23917 128923 128923 23917 CASH SURR VALUE --LIFE INSURANCE 412477 OPERATING LEASE RIGHT OF THE USE 321432 733909 OPERATING LEASE LIABILITY 321432 DEFERRED LIABILITY 84276 405708 7407961 7407961 7407961 7472168 7472168 7472168 X X X false false false false false false false false false LANI PLUTA CHIEF FINANCIAL OFFICER 175565 5772 8429 189766 CHARLEEN RAAUM CEO 215850 5329 9089 230268 General Explanation Attachment MEMBERS OF THE BOARD REVIEW A COMPENSATION SURVEY, RECEIVE BOARD APPROVAL AND NEGOTIATE A WRITTEN CONTRACT WITH THE CEO. Amended return information TAXPAYER DETERMINED VARIOUS TRANSACTIONS WERE INADVERTANTLY OMITTED FROM THE ORIGINAL EFILING OF THIS TAX RETURN. THUS, THIS AMENDED TAX RETURN REPORTS A FULL ACCOUNTING OF TRANSACTIONS FOR A COMPLETE AND ACCURATE TAX FILING FOR 2023 Form 990 governing body review Part VI line 11 ORGANIZATIONS PROCESS TO REVIEW THE FORM 990THE 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. Conflict of interest policy compliance Part VI line 12c ENFORCEMENT OF CONFLICTS POLICYTHE 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. CEO executive director top management comp 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. Other officer or key employee compensation 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. Governing documents etc available to public Part VI line 19 THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. Part III response or note to any other line in Part III 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.