Totals
- Total revenue
- $7,247,649
- Total expenses
- $7,594,005
- Contributions and grants received
- $51,464
- Grants paid
- $0
- Program service revenue
- $7,030,268
- Investment income
- $143,576
- Other revenue
- $22,341
- Total assets, end of year
- $5,012,482
- Total liabilities, end of year
- $1,276,495
- Net assets or fund balances, end of year
- $3,735,987
- Program services expenses (Part IX)
- $6,292,305
- Management and general expenses
- $1,301,700
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $6,292,305
Program services were 82.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$5,464
-
1f · All other contributions, gifts and grants
$46,000
-
2a · Program service revenue: PATIENT FEES, NET ALLOW
total $7,030,268 · related or exempt $7,030,268
-
3 · Investment income
total $143,576 · excluded $143,576
-
11a · Other revenue: CASH SURRENDER LIFE INSURANCE
total $22,341 · related or exempt $22,341
-
11e · Other revenue, total
$22,341
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $513,540 · program services $436,508 · management and general $77,032
-
7 · Other salaries and wages
total $5,412,908 · program services $4,479,552 · management and general $933,356
-
8 · Pension plan contributions
total $48,461 · program services $38,769 · management and general $9,692
-
9 · Other employee benefits
total $356,096 · program services $287,819 · management and general $68,277
-
10 · Payroll taxes
total $497,425 · program services $397,940 · management and general $99,485
-
11b · Fees: legal
total $8,993 · program services $7,644 · management and general $1,349
-
13 · Office expenses
total $29,511 · program services $25,084 · management and general $4,427
-
14 · Information technology
total $75,326 · program services $64,027 · management and general $11,299
-
16 · Occupancy
total $138,078 · program services $117,366 · management and general $20,712
-
17 · Travel
total $1,349 · program services $1,147 · management and general $202
-
19 · Conferences, conventions and meetings
total $2,329 · program services $1,980 · management and general $349
-
22 · Depreciation, depletion and amortization
total $20,248 · management and general $20,248
-
23 · Insurance
total $49,501 · program services $42,076 · management and general $7,425
-
24a · Other expenses: PATIENT CARE
total $180,274 · program services $180,274
-
24b · Other expenses: PURCHASED SERVICES
total $121,372 · program services $103,166 · management and general $18,206
-
24c · Other expenses: PUBLIC RELATIONS
total $66,167 · program services $56,242 · management and general $9,925
-
24d · Other expenses: DUES, SUBSCRIPTIONS
total $25,518 · program services $21,690 · management and general $3,828
-
24e · All other expenses
total $46,909 · program services $31,021 · management and general $15,888
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,213,605 · end of year $2,885,503
-
4 · Accounts receivable
beginning of year $595,518 · end of year $456,181
-
9 · Prepaid expenses and deferred charges
beginning of year $18,014 · end of year $255,580
-
10a · Land, buildings and equipment: cost or other basis
$340,574
-
10b · Land, buildings and equipment: accumulated depreciation
$332,940
-
10c · Land, buildings and equipment, net
beginning of year $23,917 · end of year $7,634
-
11 · Investments: publicly traded securities
beginning of year $376,578 · end of year $404,282
-
15 · Other assets
beginning of year $733,909 · end of year $1,003,302
-
17 · Accounts payable and accrued expenses
beginning of year $473,490 · end of year $537,293
-
25 · Other liabilities
beginning of year $405,708 · end of year $739,202
-
27 · Net assets without donor restrictions
beginning of year $4,082,343 · end of year $3,735,987
Mission and programs · 2024
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.
Activities or mission (Part I)
TO BE AN INTEGRAL HOME CARE LINK IN THE CONTINUUM OF HEALTH SERVICES PROVIDED IN A HIGH QUALITY, SERVICE ORIENTED, AND COST EFFECTIVE MANNER.
-
TO BE AN INTEGRAL HOME CARE LINK IN THE CONTINUUM OF HEALTH SERVICES PROVIDED IN A HIGH QUALITY, SERVICE ORIENTED, AND COST EFFECTIVE MANNER.
Expenses $6,292,305 · Revenue $7,030,268
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
CHARLEEN RAAUM
CEO
- Total calculated
- $212,350
- From this org
- $202,797
- From related orgs
- $0
- Other
- $9,553
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $193,680
- Bonus
- $9,117
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $9,553
- Filer's total
- $212,350
-
LANI PLUTA
CFO
- Total calculated
- $193,080
- From this org
- $183,918
- From related orgs
- $0
- Other
- $9,162
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,976
- Bonus
- $27,942
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $9,162
- Filer's total
- $193,080
-
SHELLEY THIEL
COO
- Total calculated
- $126,824
- From this org
- $126,824
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
TARA BUNNELL
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
ROBIN CONWAY
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 2
-
JUDI DEVORE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
LUCY GRAHAM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
MIKE LUEDTKE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
DR CRYSTAL OWENS
MEDICAL DIRE
- Total calculated
- $0
- Hours/week
- 2
-
DALE REECE
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART III
- MEMBERS OF THE BOARD REVIEW A COMPENSATION SURVEY, RECEIVE BOARD APPROVAL AND NEGOTIATE A WRITTEN CONRACT WITH THE CEO.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 October 2025
- IRS schema version
- 2024v5.0
- Source object
- 202533009349301118
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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