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Nonprofit · EIN 02-0565600

SUMMITWEST CARE

Tax-exempt · GRAND JUNCTION, CO 81506

Financials

$7.4M$7.5M2023$7.2M$7.6M2024$9.5M$7.3M2025
Revenue Expenses · by fiscal year end
Financials of SUMMITWEST CARE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$9,498,097$7,271,490$2,226,607$6,956,673$984,721$5,971,952
December 31, 2024990$7,247,649$7,594,005-$346,356$5,012,482$1,276,495$3,735,987
December 31, 2023990 (amended)$7,407,961$7,472,168-$64,207$4,961,541$879,198$4,082,343
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,216,480
of which government grants
$2,193,480
Program service revenue
$6,530,863
Investment income
$728,109
Net gain from sales of assets
$15,119
Other revenue
$22,645

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$447,726
Other salaries and wages
$5,020,467
Salaries, compensation and benefits (total)
$6,365,302
Professional fundraising fees
$0
Occupancy
$73,405
Travel
$2,546
Depreciation
$2,695
Program services (functional)
$5,541,227
Management and general (functional)
$1,730,263

Balance sheet and other

Total assets, start of year
$5,012,482
Total assets, end of year
$6,956,673
Total liabilities, end of year
$984,721
Net assets, end of year
$5,971,952
Land, buildings and equipment
$4,939
Publicly traded securities
$2,353,291
Net assets without donor restrictions
$5,971,952
Gross receipts
$9,498,097
Employees
256
Year formed
2002
State of legal domicile
CO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
CHARLEEN RAAUMCEO
Officer
40$203,352$10,744
SHELLEY THIELCOO
Officer
40$120,682$13,819
LANI PLUTACFO
Officer
40$123,692$10,278
DELETHA ASSENMACHERBOARD MEMBER
Trustee or director
2$0$0
TARA BUNNELLTREASURER
Trustee or director, Officer
2$0$0
ROBIN CONWAYVICE PRESIDE
Trustee or director, Officer
2$0$0
JUDI DEVOREBOARD MEMBER
Trustee or director
2$0$0
MIKE LUEDTKEPRESIDENT
Trustee or director, Officer
2$0$0
DR CRYSTAL OWENSMEDICAL DIRE
Trustee or director
2$0$0
DALE REECESECRETARY
Trustee or director, Officer
2$0$0
990 for the year ended December 31, 2024: 10 people
NameTitleHours / weekCompensationOther / benefits
CHARLEEN RAAUMCEO
Officer
40$202,797$9,553
LANI PLUTACFO
Officer
40$183,918$9,162
SHELLEY THIELCOO
Officer
40$126,824$0
TARA BUNNELLTREASURER
Trustee or director, Officer
2$0$0
ROBIN CONWAYVICE PRESIDE
Trustee or director, Officer
2$0$0
JUDI DEVOREBOARD MEMBER
Trustee or director
2$0$0
LUCY GRAHAMBOARD MEMBER
Trustee or director
2$0$0
MIKE LUEDTKEPRESIDENT
Trustee or director, Officer
2$0$0
DR CRYSTAL OWENSMEDICAL DIRE
Trustee or director
2$0$0
DALE REECESECRETARY
Trustee or director, Officer
2$0$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensationOther / benefits
CHARLEEN RAAUMCEO
Officer, Highest-paid employee
40$221,179$9,089
LANI PLUTACHIEF FINANCIAL OFFICER
Officer
40$181,337$8,429
SHELLEY THIELCHIEF OPERATING OFFICER
Officer
40$121,616$10,000
TEEMA WILLIAMSHIGHLY COMPENSATED
Highest-paid employee
40$122,787$0
JUDI DEVOREDIRECTOR
Trustee or director
0.5$0$0
LUCY GRAHAMDIRECTOR
Trustee or director
0.5$0$0
CRYSTAL OWENSMEDICAL DIRECTOR
Trustee or director
0.5$0$0
TARA BUNNELLTREASURER
Officer
0.5$0$0
MIKE LUEDTKEPRESIDENT
Officer
0.5$0$0
ROBIN CONWAYVICE PRESIDENT
Officer
0.5$0$0
DALE REECESECRETARY
Officer
0.5$0$0

Address and contacts

Address (IRS master file)
2800 PRINTERS WAY SUITE 200, GRAND JUNCTION, CO 81506-3944
In care of
% CHARLEEN RAAUM CEO
Principal officer (990 for 2025)
CHARLEEN RAAUM, 2800 PRINTERS WAY STE 200, GRAND JUNCTION, CO 81506
Signed the 990
CHARLEEN RAAUM, CEO
Phone
(970) 263-0202
Return prepared by
SORONEN DONLEY PATTERSON CPA PC

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.

990 for the year ended December 31, 2025

Program accomplishments

  • 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 $5,541,227 · revenue $6,530,863

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
02-0565600
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2003
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E92)
Assets (IRS master file)
$6,956,673
Income (IRS master file)
$9,498,097

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$9,498,097$7,271,490$6,956,673XML
990December 2024$7,247,649$7,594,005$5,012,482XML
990December 2023$7,407,961$7,472,168$4,961,541XML
990December 2022$6,532,206$6,610,575$4,643,675IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-0565600).

Questions about SUMMITWEST CARE

What is the EIN of SUMMITWEST CARE?
The employer identification number (EIN) of SUMMITWEST CARE is 02-0565600.
Is SUMMITWEST CARE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to SUMMITWEST CARE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SUMMITWEST CARE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SUMMITWEST CARE due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SUMMITWEST CARE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of SUMMITWEST CARE?
The 990 for the year ended December 31, 2025 names CHARLEEN RAAUM.
Who are the officers and directors of SUMMITWEST CARE?
The 990 for the year ended December 31, 2025 lists 10 people; 3 received compensation from the organization, the highest $203,352 (CHARLEEN RAAUM, CEO).
How much revenue does SUMMITWEST CARE have?
On its 990 for the year ended December 31, 2025 it reported revenue of $9,498,097, expenses of $7,271,490 and total assets of $6,956,673 at year end.

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