2025-09-30T17:31:06-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990 2024-01-01 201139635 SUMMIT COMMUNITY CARE CLINIC INC SUMM 9706684040 PO BOX 4337 FRISCO CO 80443 AMANDA CRAIG CFO 9706684040 2025-09-30 1 1 STEPHANIE MCCARTHY P01805699 3149254300 2025-09-30 2024 2025-03-06 01:10:19Z ELEVATED COMMUNITY HEALTH AMANDA CRAIG PO BOX 4337 FRISCO CO 80443 19991880 0 X WWW.SUMMITCLINIC.ORG X 2004 CO PROVIDE EXCEPTIONAL, INTEGRATED, PATIENT-CENTERED HEALTH CARE SERVICES REGARDLESS OF ABILITY TO PAY. 11 11 168 30 0 0 8069051 8226845 9924861 11586793 99125 120555 -1568 17961 18091469 19952154 2749000 3324000 0 0 9173078 10578823 17055 0 406088 5506567 5491157 17445700 19393980 645769 558174 7722660 8173528 1421038 1244761 6301622 6928767 X PROVIDE EXCEPTIONAL, INTEGRATED, PATIENT-CENTERED HEALTH CARE SERVICES DESIGNED TO MEET THE NEEDS OF ALL PATIENTS, PARTICULARLY THOSE WHO EXPERIENCE BARRIERS TO ACCESSING CARE, REGARDLESS OF THEIR ABILITY TO PAY. 0 0 14602721 3324000 11586793 SINCE ITS HUMBLE BEGINNINGS, THE CARE CLINIC HAS GROWN INTO ONE OF THE MOST WELL-RESPECTED SAFETY NET CLINICS IN THE STATE OF COLORADO.THE CARE CLINIC PROVIDES THE FOLLOWING SERVICES TO THE MEDICALLY UNDERSERVED INDIVIDUALS AND FAMILIES IN SUMMIT AND SURROUNDING COUNTIES: PRIMARY AND PREVENTIVE HEALTH CARE IN THE FORM OF SAME DAY OR SCHEDULED APPOINTMENTS; ORAL HEALTH MAINTENANCE AND TREATMENT; BEHAVIORAL HEALTH SERVICES; REPRODUCTIVE HEALTH AND FAMILY PLANNING SERVICES; UNIVERSAL DRUG AND ALCOHOL SCREENING AND SUBSTANCE ABUSE TREATMENT; SCHOOL-BASED HEALTH SERVICES INCLUDING PRIMARY; ORAL AND BEHAVIORAL HEALTH; PATIENT NAVIGATION SERVICES; CHRONIC DISEASE (CONTINUED ON SCHEDULE O)MANAGEMENT; AND COMMUNITY AND SCHOOL-WIDE SCREENING EVENTS. THE CARE CLINIC USES AN INTEGRATED MODEL OF CARE DELIVERY.IN 2024, THE CARE CLINIC SERVED 10,140 UNDUPLICATED PATIENTS WITH 36,083 VISITS IN PRIMARY CARE, ORAL HEALTH, AND BEHAVIORAL HEALTH AT THE MAIN CARE CLINIC OFFICE AND 15 ADDITIONAL SITES IN SUMMIT, PARK, AND LAKE COUNTIES. PRIMARY CARE VISITS REPRESENT OVER 43% OF TOTAL VISITS WHILE 36% ARE FOR ORAL HEALTH SERVICES AND 21% ARE FOR BEHAVIORAL HEALTH. APPROXIMATELY 67% OF PATIENTS WHO REPORT THEIR INCOME EARN LESS THAN 200% OF THE FEDERAL POVERTY LEVEL. 14602721 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 168 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X AMANDA CRAIG 9707105062 PO BOX 4337 FRISCO CO 80443 KATHLEEN COWIE CHIEF MEDICAL OFFICER 40.00 0.00 X 228363 0 14623 DAN BECKER CEO (THRU 10/24) 40.00 0.00 X 210377 0 17737 JENNIFER TOMBACK PROVIDER 40.00 0.00 X 201246 0 18606 JOSHUA RUSK PROVIDER 40.00 0.00 X 172900 0 16825 KELVIN HA DENTIST 40.00 0.00 X 160391 0 19055 BRENDEN WITHYCOMBE DENTIST 40.00 0.00 X 166925 0 9882 JOANNA KOPYTEK DENTIST 40.00 0.00 X 141775 0 25960 ERIN MAJOR CHIEF DENTAL OFFICER(THRU 11/24) 40.00 0.00 X 114597 0 22459 AMANDA CRAIG CFO (AS OF 06/24) 40.00 0.00 X 65826 0 13940 JOSH COGDILL CEO (AS OF 10/24) 40.00 0.00 X 47815 0 2818 SUSAN ROBERTSON CHIEF STRATEGY OFFICER(THRU 05/24) 40.00 0.00 X 8523 0 408 JESSE CARRAJAT COO (AS OF 12/24) 40.00 0.00 X 6920 0 0 JIM BECKMAN PRESIDENT 2.00 0.00 X X 0 0 0 DEBBIE WELLE-POWELL VICE PRESIDENT 2.00 0.00 X X 0 0 0 DR DAVID BIGGS SECRETARY 2.00 0.00 X X 0 0 0 RICHARED ZIEGNER TREASURER 2.00 0.00 X X 0 0 0 WILSON BLAKE DIRECTOR 2.00 0.00 X 0 0 0 ISMAEL CALLE DIRECTOR 2.00 0.00 X 0 0 0 DANA COTTRELL DIRECTOR 2.00 0.00 X 0 0 0 GASTON FEUEREISEN DIRECTOR 2.00 0.00 X 0 0 0 DAVID NICOLI DIRECTOR (THRU 10/24) 2.00 0.00 X 0 0 0 ROSE PRAY DIRECTOR 2.00 0.00 X 0 0 0 BRUCE SCHROFFEL DIRECTOR 2.00 0.00 X 0 0 0 DUSTIN STOKES DIRECTOR 2.00 0.00 X 0 0 0 NIC ZADOR DIRECTOR (THRU 10/24) 2.00 0.00 X 0 0 0 1525658 0 162313 16 0 1 0 RAY OF HOPE CONSULTING 4624 TARRAGON DR JOHNSTOWN CO 80534 BILLING 118231 CANTON AND COMPANY 8100 SANDPIPER CIRCLE STE 110 BALTIMORE MD 21236 CONSULTING 100109 2 200072 6506767 1520006 268530 8226845 PATIENT FEES 624100 11586793 11586793 11586793 120555 120555 28040 200072 39726 -11686 -11686 MISCELLANEOUS INCOME 900099 29647 29647 29647 19952154 11586793 0 138516 3324000 3324000 776019 776019 7977344 6336513 1376548 264283 140977 121624 14280 5073 1015299 766082 207910 41307 669184 488448 160364 20372 66625 66625 58057 58057 9779 9779 1589316 819790 763458 6068 143439 19424 124015 350627 171808 161288 17531 499256 149777 324516 24963 337441 217471 93587 26383 32554 27904 4560 90 27895 13672 14205 18 374 374 252186 150603 101583 96668 15095 81573 MEDICAL SUPPLIES 1537900 1537900 BAD DEBT EXPENSE 223561 223561 EDUCATION & TRAINING 139927 130174 9753 DUES & LICENSES 84032 67264 16768 41520 21611 19909 19393980 14602721 4385171 406088 3751370 1159745 87151 923329 1605650 849810 795939 1862116 18894 28049 107206 19478 2904837 1690007 1068310 1214830 5447 1969163 282693 147008 7722660 8173528 1045141 1031770 375897 212991 1421038 1244761 X 5507250 6396478 794372 532289 6301622 6928767 7722660 8173528 558174 68971 0 X X 0 1 X 1 1 1 X 6837043 8857642 8038062 8069051 8226845 40028643 6228543 7284494 8985828 9924861 11586793 44010519 355996 440761 385311 377211 356884 1916163 13421582 16582897 17409201 18371123 20170522 85955325 327038 146794 32655 123758 25082 655327 0 327038 146794 32655 123758 25082 655327 85299998 387 523 11158 99125 120555 231748 387 523 11158 99125 120555 231748 26628 20645 6171 24358 29647 107449 13448597 16604065 17426530 18494606 20320724 86294522 0.98850 0.98320 0.00270 0.00150 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 26,628. 2021 AMOUNT: $ 20,645. 2022 AMOUNT: $ 6,171. 2023 AMOUNT: $ 24,358. 2024 AMOUNT: $ 29,647. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 1 1938 1938 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: SUMMIT COMMUNITY CARE CLINIC PAYS ANNUAL DUES TO THE COLORADO COMMUNITY HEALTH NETWORK (CCHN). CCHN USES A PORTION OF THOSE DUES TO CONDUCT LOBBYING ON BEHALF OF SUMMIT COMMUNITY CARE CLINIC AND OTHER MEMBER ORGANIZATIONS. 57320 517 57837 57026 294 57320 56919 107 57026 56911 8 56919 56858 53 56911 1.00000 0.00000 0.00000 0 0 1538369 800790 737579 1366468 889217 477251 1214830 OPERATING LEASE LIABILITY 212991 212991 X 16860395 68971 356884 39726 465581 16394814 9779 3547561 3557340 19952154 16233250 356884 39726 396610 15836640 9779 3547561 3557340 19393980 PART V, LINE 4: ENDOWMENTS ARE BOARD DESIGNATED TO SUBSIDIZE THE ORGANIZATION'S OPERATIONS. PART X, LINE 2: THE ORGANIZATION HAS PREVIOUSLY RECEIVED NOTICE OF EXEMPTION OF INCOME TAX FROM THE INTERNAL REVENUE SERVICE UNDER SECTION 501(C)(3) OF THE FEDERAL INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION, AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS CHARITABLE TAX DEDUCTIONS BY THE CONTRIBUTOR. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX PROVISIONS. THE IMPLEMENTATION OF THE ACCOUNTING STANDARDS REGARDING UNCERTAIN TAX PROVISIONS HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 39,726. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBTS 223,561. CHARITY CARE 3,324,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 39,726. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBTS 223,561. CHARITY CARE 3,324,000. X X X X X X X 1 INSPIRED MARKETING & EVENTS LLC 1602 N BADGER LANE SILVERTHORNE CO 80498 PROFESSIONAL FUNDRAISING 0 23484 23484 0 23484 23484 CO SOUP FOR THE SOUL 194361 175561 18800 22384 GOLF TOURNAMENT 33751 24511 9240 17342 228112 200072 28040 39726 39726 -11686 1 SLIDING FEE PROGRAM ADJUSTMENTS 2838 3324000 0 N/A N/A PART I, LINE 2: SLIDING SCALE FEE ADJUSMENT ARE DETERMINED BASED ON PATIENT FINANCIAL NEED. X X X X 0 0 0 0 0 0 0 0 0 KATHLEEN COWIE CHIEF MEDICAL OFFICER 228363 0 0 0 0 0 9345 0 5278 0 242986 0 0 0 DAN BECKER CEO (THRU 10/24) 210377 0 0 0 0 0 8550 0 9187 0 228114 0 0 0 JENNIFER TOMBACK PROVIDER 201246 0 0 0 0 0 1050 0 17556 0 219852 0 0 0 JOSHUA RUSK PROVIDER 172900 0 0 0 0 0 7088 0 9737 0 189725 0 0 0 KELVIN HA DENTIST 160391 0 0 0 0 0 1733 0 17322 0 179446 0 0 0 BRENDEN WITHYCOMBE DENTIST 166925 0 0 0 0 0 0 0 9882 0 176807 0 0 0 JOANNA KOPYTEK DENTIST 141775 0 0 0 0 0 6577 0 19383 0 167735 0 0 0 X 1 268530 FMV 0 0 1 0 PART I, COLUMN (B): COLUMN B INDICATES THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE IS EMPOWERED TO MAKE DECISIONS ON BEHALF OF THE BOARD REGARDING MATTERS THAT REQUIRE IMMEDIATE ACTION. SUCH DECISIONS ARE FORMALLY ENDORSED, AMENDED, OR REJECTED BY THE BOARD OF DIRECTORS AT ITS NEXT REGULAR MEETING. EXECUTIVE COMMITTEE MEMBERS MAY CO-SIGN WITH THE CEO OR ATTEST TO THE CEO'S SIGNATURE WHEN REQUIRED ON CONTRACTS, GRANT AGREEMENTS, AND OTHER OFFICIAL DOCUMENTS. IN THE EVENT OF A CEO VACANCY, THE EXECUTIVE COMMITTEE MAY BE EMPOWERED BY THE BOARD OF DIRECTORS TO ACT IN THE ROLE OF CEO, INCLUDING AUTHORITY TO SIGN CONTRACTS, GRANT AGREEMENTS, AND OTHER OFFICIAL DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE ORGANIZATIONS INDEPENDENT CPA WITH INFORMATION PROVIDED BY MANAGEMENT. THE 990 IS PRESENTED TO THE FINANCE COMMITTEE TO REVIEW AND THEN THE ENTIRE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY AND AT ANY BOARD MEETING ANY BOARD MEMBER OR ADVISORY MEMBER WITH A POTENTIAL CONFLICT OF INTEREST MUST NOTIFY THE EXECUTIVE COMMITTEE, WHO WILL REVIEW THE INFORMATION WITH THE BOARD AS APPROPRIATE. IN ALL CASES OF CONFLICT OR POTENTIAL CONFLICT, THE BOARD MEMBER IN QUESTION MUST REFRAIN FROM VOTING AND RECUSE HIM OR HERSELF FROM PARTICIPATING IN THE DISCUSSION, SELECTION, AWARD OR ADMINISTRATION OF ANY CONTRACT OR OTHER AFFILIATION INVOLVING SUCH CONFLICT. DISCUSSION RELATED TO ANY POTENTIAL CONFLICTS OF INTEREST IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15A IN ACCORDANCE WITH THE BYLAWS, THE EXECUTIVE COMMITTEE OF THE BOARD PERFORMS AN ANNUAL REVIEW OF THE CEO'S PERFORMANCE, INCLUDING COMPENSATION. HUMAN RESOURCES PROVIDES THE EXECUTIVE COMMITTEE WITH SALARY SURVEYS WITH OTHER COLORADO FQHC'S AND OTHER COMPENSATION SURVEYS AS REQUIRED. THE DISCUSSION RELATED TO THE CEO'S COMPENSATION IS DOCUMENTED IN THE BOARD MINUTES. THE EXECUTIVE COMMITTEE MAKES THE FINAL DECISION ON THE CEO'S COMPENSATION. KEY EMPLOYEES COMPENSATION REVIEWS ARE CONDUCTED BY THE CEO AND HUMAN RESOURCES, THE EXCECUTIVE COMMITTEE IS NOT INVOLVED IN THIS PROCESS. THE PROCESSES DESCRIBED HERE WERE LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.