Summit Healing INC FY2023 filing

Tax-deductible

Littleton, CO501(c)(3)Mental HealthEIN 84-3812410Revenue $785K in FY2023

On file with the IRSsummithealing.com5596 S Sycamore St, 80120-1132 · Littleton, COTax-exempt since Dec 2019Publicly supported — 509(a)(2)

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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.
75¢ of each $1 spent went to programs.
$97K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · 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
75%
of spending
Looks good: 75% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$97K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: -0.2 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
$93K
128% of total assets
Concern: liabilities are 128% 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
$785K
-13% vs prior year
Spent
$816K
To programs
75%
Net assets
−$21K
By yearFY2020–FY2024
Revenue
$785K
FY2023▼ -13%
Tap a bar for its year
Revenue by fiscal year
FY2020$385K
FY2021$850K
FY2022$907K
FY2023$785K
FY2024$680K
Expenses
$816K
FY2023▼ -25%
Tap a bar for its year
Expenses by fiscal year
FY2020$320K
FY2021$713K
FY2022$1.1M
FY2023$816K
FY2024$787K
Net assets
−$21K
FY2023▼ -312%
Tap a bar for its year
Net assets by fiscal year
FY2020$50K
FY2021$187K
FY2022$10K
FY2023−$21K
FY2024−$70K

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 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

75 cents of each dollar spent went to programs.

Program services 75% · $615K Management & general 25% · $200K

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; $97K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$96,846Pt VII · Sec A
Director
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$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 · 3 named individuals · Part VII

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

See Summit Healing INC executive salaries →

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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 · $615K · in their own filed words · FY2023
01

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

$615Kprogram expense

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 FY2023 990, line by line.

1The main four
Money inPt VIII
$785K
Ln 12
Fees for servicesLn 2g$755K
Gifts and grantsLn 1h$30K
Money outPt IX
$816K
Ln 25
Programscol B$615K
Managementcol C$200K
Owns and owesPt X
−$21K
net assets · Ln 32
Cash and savingsLn 1–2−$12K
Total assetsLn 16$73K
LiabilitiesLn 26$93K
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$30K
Fees for servicesLn 2g$755K
Total revenueLn 12$785K
Assets in detailPt X, end of year
CashLn 1−$12K
Cash and savings togetherLn 1–2−$12K
Other assetsLn 15$10K
Total assetsLn 16$73K
LiabilitiesLn 26$93K
Net assetsLn 32−$21K
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 FY23End FY23
Cash and savingsLn 1–2−$4K−$12K
Total assetsLn 16$192K$73K
LiabilitiesLn 26$183K$93K
Net assetsLn 32$10K−$21K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$97K$97K
Other salaries and wagesLn 7$131K$131K
Payroll taxesLn 10$17K$17K
Legal feesLn 11b$20K$20K
Accounting feesLn 11c$2K$2K
Other fees for servicesLn 11g$83K$56K$28K
Advertising and promotionLn 12$4K$4K
Office expensesLn 13$27K$27K
OccupancyLn 16$238K$238K
TravelLn 17$25K$25K
InterestLn 20$3K$3K
Depreciation, depletion and amortizationLn 22$5K$5K
InsuranceLn 23$32K$32K
Other expenses (24a–d)Ln 24$123K$123K
All other expensesLn 24e$8K$8K
Total functional expensesLn 25$816K$615K$200K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $680K$787K−$107K−$70K 990 PDF
FY2023 Viewing $785K$816K−$30K−$21K 990 PDF
FY2022 $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 FY2023 990 (6 parts)
Part I · Summary $785,231 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $92,412$30,233
I-9 Program service revenuePrior year $814,911$754,998
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $907,323$785,231
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $239,048$245,397
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $845,197$570,246
I-18 Total expensesPrior year $1,084,245$815,643
I-19 Revenue less expensesPrior year −$176,922−$30,412
Part VI · Governance 4 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $785,231 across 4 lines filed
VIII-1f All other contributions, gifts and grants$30,233
VIII-1h Total contributions, gifts and grants$30,233
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $754,998$754,998
VIII-12 Total revenueRelated to mission $754,998 · Unrelated business $0 · Excluded from tax $0$785,231
Part IX · Statement of functional expenses $815,643 across 15 lines filed
IX-5 Pay of current officers, directors and key staffManagement $96,846$96,846
IX-7 Other salaries and wagesPrograms $131,092$131,092
IX-10 Payroll taxesPrograms $17,459$17,459
IX-11b Legal feesManagement $19,790$19,790
IX-11c Accounting feesManagement $2,111$2,111
IX-11g Other fees for servicesPrograms $55,928 · Management $27,500$83,428
IX-12 Advertising and promotionPrograms $4,255$4,255
IX-13 Office expensesManagement $26,690$26,690
IX-16 OccupancyPrograms $238,220$238,220
IX-17 TravelManagement $24,745$24,745
IX-20 InterestManagement $2,634$2,634
IX-22 Depreciation, depletion and amortizationPrograms $5,366$5,366
IX-23 InsurancePrograms $31,565$31,565
IX-24 Other expenses (24a–d)Programs $123,203$123,203
IX-24e All other expensesPrograms $8,239$8,239
IX-25 Total functional expensesPrograms $615,327 · Management $200,316 · Fundraising $0$815,643
Part X · Balance sheet $72,747 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year −$4,000−$11,574
X-4 Accounts receivableStart of year $176,102$39,329
X-14 Intangible assets$34,992
X-15 Other assetsStart of year $10,000$10,000
X-16 Total assetsStart of year $192,278$72,747
X-17 Accounts payable and accrued expensesStart of year $102,730$52,138
X-26 Total liabilitiesStart of year $182,515$93,396
X-32 Total net assets or fund balancesStart of year $9,763−$20,649
X-33 Total liabilities and net assetsStart of year $192,278$72,747
Part XI · Reconciliation of net assets −$20,649 net assets at year end
XI-1 Total revenue$785,231
XI-2 Total expenses$815,643
XI-3 Revenue less expenses−$30,412
XI-4 Net assets at start of year$9,763
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$20,649

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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