Summitwest Care INC

Tax-deductible

Grand Junction, CO501(c)(3)Since 2002Health CareEIN 02-0565600

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.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Run by 1 volunteers and 256 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $575K a year · 7% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$448K
to officers and key staff · 6% of spending
Top officer’s pay higher than 73% of similar orgs
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 4.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $23K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$985K
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9.5M
+31% vs prior year
Spent
$7.3M
To programs
76%
Net assets
$6.0M
By yearFY2020–FY2025
Revenue
$9.5M
FY2025▲ +31%
Revenue by fiscal year
FY2020$8.7M
FY2021$7.2M
FY2022$6.5M
FY2023$7.4M
FY2024$7.2M
FY2025$9.5M
Expenses
$7.3M
FY2025▼ -4%
Expenses by fiscal year
FY2020$7.2M
FY2021$6.9M
FY2022$6.6M
FY2023$7.5M
FY2024$7.6M
FY2025$7.3M
Net assets
$6.0M
FY2025▲ +60%
Net assets by fiscal year
FY2020$3.8M
FY2021$4.0M
FY2022$4.1M
FY2023$4.1M
FY2024$3.7M
FY2025$6.0M

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2003.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $5.5M Management & general 24% · $1.7M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

10 people listed on the 990; $448K paid to officers and key staff.

Part VII, Section A · reportable compensation
$203,352Pt VII · Sec A
$123,692Pt VII · Sec A
$120,682Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Medical Dire
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A

Charleen Raaum’s $203K as CEO is at the 73rd percentile of top reported officer pay among 3128 $1–10M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Charleen Raaum$203,352$202,797$215,850$153,612$166,338$156,488
Lani Pluta$123,692$183,918$175,565———
Shelley Thiel$120,682$126,824$121,616———
Teema Williams——$122,787———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides high-quality, cost-effective home care services as part of health continuums.

Provided by the organization

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1 program service account for $5.5M of program spending, described in the organization's own filed words · FY2025.
01

To be an integral home care link in the continuum of health services provided in a high quality, service oriented, and cost effective manner.

$5.5Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$23K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$9.5M
Ln 12
Fees for servicesLn 2g$6.5M
Gifts and grantsLn 1h$2.2M
Investment incomeLn 3$728K
Money outPt IX
$7.3M
Ln 25
Programscol B$5.5M
Managementcol C$1.7M
Owns and owesPt X
$6.0M
net assets · Ln 32
Cash and savingsLn 1–2$3.0M
Total assetsLn 16$7.0M
LiabilitiesLn 26$985K
PeoplePt VI, VII
10
listed · VII A
PaidVII A3
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.2M
Government grantsLn 1e$2.2M
Fees for servicesLn 2g$6.5M
Investment incomeLn 3$728K
Other incomeLn 4–11$23K
Gains on assetsLn 7$15K
Total revenueLn 12$9.5M
Assets in detailPt X, end of year
CashLn 1$3.0M
Cash and savings togetherLn 1–2$3.0M
InvestmentsLn 11–13$2.4M
Land, buildings, equipmentLn 10c$5K
Other assetsLn 15$989K
Total assetsLn 16$7.0M
LiabilitiesLn 26$985K
Net assetsLn 32$6.0M
OperationsPt I, VI
EmployeesI 5256
VolunteersI 61
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$2.9M$3.0M
InvestmentsLn 11–13$404K$2.4M
Land, buildings, equipmentLn 10c$8K$5K
Total assetsLn 16$5.0M$7.0M
LiabilitiesLn 26$1.3M$985K
Net assetsLn 32$3.7M$6.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$448K$381K$67K
Other salaries and wagesLn 7$5.0M$3.8M$1.2M
Pension plan contributionsLn 8$37K$29K$7K
Other employee benefitsLn 9$400K$266K$133K
Payroll taxesLn 10$461K$369K$92K
Other fees for servicesLn 11g$148K$19K$129K
Office expensesLn 13$20K$16K$4K
Information technologyLn 14$93K$74K$19K
OccupancyLn 16$73K$59K$15K
TravelLn 17$3K$2K$509
Conferences, conventions and meetingsLn 19$3K$2K$622
Depreciation, depletion and amortizationLn 22$3K$3K
InsuranceLn 23$41K$32K$8K
Other expenses (24a–d)Ln 24$397K$348K$48K
All other expensesLn 24e$127K$101K$25K
Total functional expensesLn 25$7.3M$5.5M$1.7M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $9.5M$7.3M$2.2M$6.0M 990 PDF
FY2024 $7.2M$7.6M−$346K$3.7M 990 PDF
FY2023 $7.4M$7.5M−$64K$4.1M 990 PDF
FY2022 $6.5M$6.6M−$78K$4.1M 990 PDF
FY2021 $7.2M$6.9M$256K$4.0M 990 PDF
FY2020 $8.7M$7.2M$1.5M$3.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $9,498,097 across 8 lines filed
VIII-1e Government grants$2,193,480
VIII-1f All other contributions, gifts and grants$23,000
VIII-1h Total contributions, gifts and grants$2,216,480
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,530,863$6,530,863
VIII-3 Investment incomeExcluded from tax $712,990$712,990
VIII-7 Net gain or loss on sales of assetsExcluded from tax $15,119$15,119
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $22,645$22,645
VIII-12 Total revenueRelated to mission $6,553,508 · Excluded from tax $728,109$9,498,097
Part IX · Statement of functional expenses $7,271,490 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $380,567 · Management $67,159$447,726
IX-7 Other salaries and wagesPrograms $3,842,303 · Management $1,178,164$5,020,467
IX-8 Pension plan contributionsPrograms $29,254 · Management $7,313$36,567
IX-9 Other employee benefitsPrograms $266,284 · Management $133,454$399,738
IX-10 Payroll taxesPrograms $368,643 · Management $92,161$460,804
IX-11g Other fees for servicesPrograms $18,586 · Management $128,988$147,574
IX-13 Office expensesPrograms $16,331 · Management $4,083$20,414
IX-14 Information technologyPrograms $74,136 · Management $18,534$92,670
IX-16 OccupancyPrograms $58,724 · Management $14,681$73,405
IX-17 TravelPrograms $2,037 · Management $509$2,546
IX-19 Conferences, conventions and meetingsPrograms $2,489 · Management $622$3,111
IX-22 Depreciation, depletion and amortizationManagement $2,695$2,695
IX-23 InsurancePrograms $32,421 · Management $8,105$40,526
IX-24 Other expenses (24a–d)Programs $348,058 · Management $48,446$396,504
IX-24e All other expensesPrograms $101,394 · Management $25,349$126,743
IX-25 Total functional expensesPrograms $5,541,227 · Management $1,730,263 · Fundraising $0$7,271,490
Part X · Balance sheet $6,956,673 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $2,885,503$2,991,428
X-4 Accounts receivableStart of year $456,181$596,150
X-9 Prepaid expenses and deferred chargesStart of year $255,580$21,875
X-10c Land, buildings and equipment, netStart of year $7,634$4,939
X-11 Publicly traded securitiesStart of year $404,282$2,353,291
X-15 Other assetsStart of year $1,003,302$988,990
X-16 Total assetsStart of year $5,012,482$6,956,673
X-17 Accounts payable and accrued expensesStart of year $537,293$259,806
X-25 Other liabilitiesStart of year $739,202$724,915
X-26 Total liabilitiesStart of year $1,276,495$984,721
X-27 Net assets without donor restrictionsStart of year $3,735,987$5,971,952
X-32 Total net assets or fund balancesStart of year $3,735,987$5,971,952
X-33 Total liabilities and net assetsStart of year $5,012,482$6,956,673
Part XI · Reconciliation of net assets $5,971,952 net assets at year end
XI-1 Total revenue$9,498,097
XI-2 Total expenses$7,271,490
XI-3 Revenue less expenses$2,226,607
XI-4 Net assets at start of year$3,735,987
XI-5 Net unrealized gains (losses) on investments$9,358
XI-10 Net assets at end of year$5,971,952

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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