2025-10-27T13:47:58-04:00 2024-12-31 841196239 SORONEN DONLEY PATTERSON CPA PC 706 S 9TH ST 1 GRAND JUNCTION CO 815013736 990 2024-01-01 020565600 SUMMITWEST CARE INC SUMM 9702630202 2800 PRINTERS WAY SUITE 200 GRAND JUNCTION CO 81506 CHARLEEN RAAUM CEO 9702630202 2025-10-14 true true WILLY COREY CPA P02130186 9702418346 2025-10-14 2024 2025-03-06 01:10:19Z SUMMITWEST CARE CHARLEEN RAAUM 2800 PRINTERS WAY STE 200 GRAND JUNCTION CO 81506 7247649 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 7 260 0 39218 51464 7260075 7030268 108668 143576 22341 7407961 7247649 0 0 6690586 6828430 0 0 781582 765575 7472168 7594005 -64207 -346356 4961541 5012482 879198 1276495 4082343 3735987 X 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. false false 6292305 7030268 TO BE AN INTEGRAL HOME CARE LINK IN THE CONTINUUM OF HEALTH SERVICES PROVIDED IN A HIGH QUALITY, SERVICE ORIENTED, AND COST EFFECTIVE MANNER. 6292305 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 true 4 0 260 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 X THE ORGANIZATION 9702630202 2800 PRINTERS WAY SUITE 200 GRAND JUNCTION CO 81506 CHARLEEN RAAUM CEO 40.00 X 202797 0 9553 LANI PLUTA CFO 40.00 X 183918 0 9162 SHELLEY THIEL COO 40.00 X 126824 0 0 TARA BUNNELL TREASURER 2.00 X X 0 0 0 ROBIN CONWAY VICE PRESIDE 2.00 X X 0 0 0 JUDI DEVORE BOARD MEMBER 2.00 X 0 0 0 LUCY GRAHAM BOARD MEMBER 2.00 X 0 0 0 MIKE LUEDTKE PRESIDENT 2.00 X X 0 0 0 DR CRYSTAL OWENS MEDICAL DIRE 2.00 X 0 0 0 DALE REECE SECRETARY 2.00 X X 0 0 0 513539 18715 3 false true false 5464 46000 51464 PATIENT FEES, NET ALLOW 621610 7030268 7030268 7030268 143576 143576 CASH SURRENDER LIFE INSURANCE 22341 22341 22341 7247649 7052609 143576 513540 436508 77032 5412908 4479552 933356 48461 38769 9692 356096 287819 68277 497425 397940 99485 8993 7644 1349 29511 25084 4427 75326 64027 11299 138078 117366 20712 1349 1147 202 2329 1980 349 20248 20248 49501 42076 7425 PATIENT CARE 180274 180274 PURCHASED SERVICES 121372 103166 18206 PUBLIC RELATIONS 66167 56242 9925 DUES, SUBSCRIPTIONS 25518 21690 3828 46909 31021 15888 7594005 6292305 1301700 0 3213605 2885503 595518 456181 18014 255580 340574 332940 23917 7634 376578 404282 733909 1003302 4961541 5012482 473490 537293 405708 739202 879198 1276495 X 4082343 3735987 4082343 3735987 4961541 5012482 -346356 X false true X true false X 1395335 2354017 72935 39218 51464 3912969 7290431 6794149 6512464 7260075 7052609 34909728 8685766 9148166 6585399 7299293 7104073 38822697 38822697 555 1357 5228 108668 143576 259384 555 1357 5228 108668 143576 259384 8686321 9149523 6590627 7407961 7247649 39082081 0.99340 0.99700 0.01000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 223049 220016 3033 117525 112924 4601 7634 OPERATING LEASE ROU ASSET 551521 VALUE OF LIFE INSURANCE 451781 1003302 OPERATING LEASE LIABILITY 551521 DEFERRED COMPENSATION 187681 739202 7247649 7247649 7247649 7594005 7594005 7594005 false false false false false false false false false CHARLEEN RAAUM CEO 193680 9117 9553 212350 LANI PLUTA CFO 155976 27942 9162 193080 SCHEDULE J, PART III MEMBERS OF THE BOARD REVIEW A COMPENSATION SURVEY, RECEIVE BOARD APPROVAL AND NEGOTIATE A WRITTEN CONRACT WITH THE CEO. 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. 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.