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← SUMMITWEST CARE

Form 990 for tax year 2023

Filed by SUMMITWEST CARE.

What the amendment changed

Compared with the return it replaced , filed 15 November 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$7,407,961
Total expenses
$7,472,168
Contributions and grants received
$39,218
Grants paid
$0
Program service revenue
$7,260,075
Investment income
$108,668
Other revenue
$0
Total assets, end of year
$4,961,541
Total liabilities, end of year
$879,198
Net assets or fund balances, end of year
$4,082,343
Program services expenses (Part IX)
$5,611,595
Management and general expenses
$1,860,573
Fundraising expenses
$0
Program service expenses (Part III)
$5,611,595

Program services were 75.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CHARLEEN RAAUM

    CEO

    Total calculated
    $230,268
    From this org
    $221,179
    From related orgs
    $0
    Other
    $9,089
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,850
    Bonus
    not reported
    Other
    $5,329
    Deferred
    not reported
    Nontaxable benefits
    $9,089
    Filer's total
    $230,268

  • LANI PLUTA

    CHIEF FINANCIAL OFFICER

    Total calculated
    $189,766
    From this org
    $181,337
    From related orgs
    $0
    Other
    $8,429
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,565
    Bonus
    not reported
    Other
    $5,772
    Deferred
    not reported
    Nontaxable benefits
    $8,429
    Filer's total
    $189,766

  • SHELLEY THIEL

    CHIEF OPERATING OFFICER

    Total calculated
    $131,616
    From this org
    $121,616
    From related orgs
    $0
    Other
    $10,000
    Hours/week
    40

  • TEEMA WILLIAMS

    HIGHLY COMPENSATED

    Total calculated
    $122,787
    From this org
    $122,787
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • JUDI DEVORE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LUCY GRAHAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • CRYSTAL OWENS

    MEDICAL DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • TARA BUNNELL

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • MIKE LUEDTKE

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • ROBIN CONWAY

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • DALE REECE

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

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

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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)

General Explanation Attachment
MEMBERS OF THE BOARD REVIEW A COMPENSATION SURVEY, RECEIVE BOARD APPROVAL AND NEGOTIATE A WRITTEN CONTRACT 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
2023
Filed
25 January 2025
IRS schema version
2023v6.0
Source object
202500219349300445

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