Summit Healing INC FY2022 filing

Tax-deductible

Littleton, CO501(c)(3)Mental HealthEIN 84-3812410

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Create a community that supports and empowers individuals struggling with co-occurring diagnosis. Summit Healing provides supportive housing, connection to treatement, community integration, and independent living skills.

501(c)(3) charity; gifts are tax-deductible.
58¢ of each $1 spent went to programs.
$53K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2022 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $22K a year · 3% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
58%
of spending
Worth a look: 58% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$53K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: -0.0 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $18K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$183K
95% of total assets
Concern: liabilities are 95% of assets; over 80%.
Pt X · Ln 26
Independent board members
4
of 5 voting members
Looks good: 4 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$907K
+7% vs prior year
Spent
$1.1M
To programs
58%
Net assets
$10K
By yearFY2020–FY2024
Revenue
$907K
FY2022▲ +7%
Revenue by fiscal year
FY2020$385K
FY2021$850K
FY2022$907K
FY2023$785K
FY2024$680K
Expenses
$1.1M
FY2022▲ +52%
Expenses by fiscal year
FY2020$320K
FY2021$713K
FY2022$1.1M
FY2023$816K
FY2024$787K
Net assets
$10K
FY2022▼ -95%
Net assets by fiscal year
FY2020$50K
FY2021$187K
FY2022$10K
FY2023−$21K
FY2024−$70K

From the FY2022 Form 990 · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 2019.

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

Where the money goes

58 cents of each dollar spent went to programs.

Program services 58% · $626K Management & general 42% · $458K

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

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Who runs it and what they're paid

5 people listed on the 990; $53K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir.
$52,518Pt VII · Sec A
Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A

Hunter Shurtleff’s $97K as Executive Director is at the 82nd percentile of top reported officer pay among 2095 $100K–1M mental health 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

NameFY2023FY2022FY2021FY2020
Hunter Shurtleff$96,846———
Jeffery Riley——$83,743$29,756
Hunter Shurtleff—$52,518——
Brittany Riley——$4,923—

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 housing and support for individuals with co-occurring diagnoses to foster healing and independence.

Provided by the organization

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1 program service account for $626K of program spending, described in the organization's own filed words · FY2022.
01

Provides supportive sober housing, connection to treatment, community integration, and independent living skills.

$626Kprogram 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 · FY2024
Total grants receivedfrom 1 funder$18K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$907K
Ln 12
Fees for servicesLn 2g$815K
Gifts and grantsLn 1h$92K
Money outPt IX
$1.1M
Ln 25
Programscol B$626K
Managementcol C$458K
Owns and owesPt X
$10K
net assets · Ln 32
Cash and savingsLn 1–2−$4K
Total assetsLn 16$192K
LiabilitiesLn 26$183K
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$92K
Government grantsLn 1e$13K
Fees for servicesLn 2g$815K
Gains on assetsLn 7$0
Total revenueLn 12$907K
Assets in detailPt X, end of year
CashLn 1−$4K
SavingsLn 2$0
Cash and savings togetherLn 1–2−$4K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$10K
Other assetsLn 15$10K
Total assetsLn 16$192K
LiabilitiesLn 26$183K
Net assetsLn 32$10K
OperationsPt I, VI
EmployeesI 57
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 FY22End FY22
Cash and savingsLn 1–2$20K−$4K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$10K
Total assetsLn 16$283K$192K
LiabilitiesLn 26$96K$183K
Net assetsLn 32$187K$10K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$58K$58K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$142K$100K$42K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$6K$6K
Payroll taxesLn 10$34K$16K$18K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$4K$4K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$102K$102K
Advertising and promotionLn 12$9K$9K
Office expensesLn 13$26K$26K
Information technologyLn 14$5K$5K
RoyaltiesLn 15$0
OccupancyLn 16$283K$283K
TravelLn 17$25K$25K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$16K$16K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$26K$26K
Other expenses (24a–d)Ln 24$350K$116K$233K
All other expensesLn 24e$0
Total functional expensesLn 25$1.1M$626K$458K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $680K$787K−$107K−$70K 990 PDF
FY2023 $785K$816K−$30K−$21K 990 PDF
FY2022 Viewing $907K$1.1M−$177K$10K 990 PDF
FY2021 $850K$713K$137K$187K 990 PDF
FY2020 $385K$320K$66K$50K 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 FY2022 990 (4 parts)
Part VIII · Statement of revenue $907,323 across 10 lines filed
VIII-1e Government grants$13,380
VIII-1f All other contributions, gifts and grants$79,032
VIII-1h Total contributions, gifts and grants$92,412
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $814,911$814,911
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $814,911$907,323
Part IX · Statement of functional expenses $1,084,245 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $57,535$57,535
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $100,000 · Management $42,029$142,029
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsManagement $5,870$5,870
IX-10 Payroll taxesPrograms $16,000 · Management $17,614$33,614
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $3,500$3,500
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $101,569$101,569
IX-12 Advertising and promotionPrograms $8,981$8,981
IX-13 Office expensesManagement $25,786$25,786
IX-14 Information technologyManagement $5,036$5,036
IX-15 Royalties$0
IX-16 OccupancyPrograms $283,384$283,384
IX-17 TravelManagement $25,053$25,053
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestManagement $16,178$16,178
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $26,152$26,152
IX-24 Other expenses (24a–d)Programs $116,123 · Management $233,435$349,558
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $626,057 · Management $458,188 · Fundraising $0$1,084,245
Part X · Balance sheet $192,278 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $19,857−$4,000
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $257,218$176,102
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$10,176
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $6,000$10,000
X-16 Total assetsStart of year $283,075$192,278
X-17 Accounts payable and accrued expensesStart of year $65,922$102,730
X-26 Total liabilitiesStart of year $96,390$182,515
X-32 Total net assets or fund balancesStart of year $186,685$9,763
X-33 Total liabilities and net assetsStart of year $283,075$192,278
Part XI · Reconciliation of net assets $9,763 net assets at year end
XI-1 Total revenue$907,323
XI-2 Total expenses$1,084,245
XI-3 Revenue less expenses−$176,922
XI-4 Net assets at start of year$186,685
XI-10 Net assets at end of year$9,763

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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