Nonprofit · EIN 84-1512383
SUMMITSTONE HEALTH PARTNERS
Tax-exempt · FORT COLLINS, CO 80525
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $80,050,926 | $80,894,740 | -$843,814 | $43,219,552 | $34,463,622 | $8,755,930 |
| June 30, 2024 | 990 | $75,785,168 | $88,042,221 | -$12,257,053 | $39,532,557 | $29,995,719 | $9,536,838 |
| June 30, 2023 | 990 | $57,136,372 | $56,080,673 | $1,055,699 | $43,750,740 | $22,040,309 | $21,710,431 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $32,697,829
- of which government grants
- $32,543,205
- Program service revenue
- $47,398,923
- Investment income
- -$45,826
- Net gain from sales of assets
- -$278,398
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,281,918
- Other salaries and wages
- $49,778,840
- Salaries, compensation and benefits (total)
- $63,350,612
- Professional fundraising fees
- $0
- Legal fees
- $274,321
- Accounting fees
- $198,454
- Occupancy
- $2,957,487
- Travel
- $175,684
- Depreciation
- $1,169,449
- Program services (functional)
- $60,947,909
- Management and general (functional)
- $19,935,525
- Fundraising (functional)
- $11,306
Balance sheet and other
- Total assets, start of year
- $39,532,557
- Total assets, end of year
- $43,219,552
- Total liabilities, end of year
- $34,463,622
- Net assets, end of year
- $8,755,930
- Land, buildings and equipment
- $14,564,232
- Publicly traded securities
- $5,333,016
- Net assets without donor restrictions
- $8,276,453
- Net assets with donor restrictions
- $479,477
- Gross receipts
- $81,635,849
- Employees
- 897
- Volunteers
- 25
- Year formed
- 1998
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lesley Brooks | Chief Clinical & Medical Officer Officer | 40 | $347,456 | $0 |
| Bethany Engblom | Medical Director Key employee | 40 | $325,202 | $0 |
| Thomas Mitchell | Medical Director Key employee | 40 | $304,413 | $16,425 |
| Josiah Ziegler | Physician Highest-paid employee | 40 | $291,460 | $12,127 |
| Michael Allen | Chief Executive Officer Officer | 40 | $267,032 | $20,099 |
| Lisa Ponfick | Physician Highest-paid employee | 40 | $231,491 | $30,499 |
| Cynthia Dodds | Chief Executive Officer Officer | 40 | $215,802 | $30,500 |
| Kristi Shattuck | Director of Nursing Key employee | 40 | $207,377 | $23,000 |
| John McKay | Chief Culture Officer Officer | 40 | $204,910 | $8,345 |
| Wesley Gordon | Advanced Practice Provider Highest-paid employee | 40 | $195,505 | $12,205 |
| Celia Rife | Advanced Practice Provider Highest-paid employee | 40 | $206,370 | $0 |
| Tegan Camden | Chief Operating Officer Officer | 40 | $189,902 | $16,370 |
| Greg Hageman | Pharmacy Manager Highest-paid employee | 40 | $196,383 | $8,041 |
| Tina McCrory | Chief Financial Officer Officer | 40 | $102,875 | $4,379 |
| John Dowling | Chief Financial Officer Officer | 40 | $45,870 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carol Rieser | Board Chair (Former) Trustee or director | 1 | $0 |
| Carolyn Reed | Board Chair Trustee or director | 1 | $0 |
| Chris Otto | Board Treasurer Trustee or director | 1 | $0 |
| Fred Garcia | Board Member Trustee or director | 1 | $0 |
| Heather Buoniconti | Board Member Trustee or director | 1 | $0 |
| Jeff Vanhook | Board Member Trustee or director | 1 | $0 |
| Jerico Devlin | Board Member Trustee or director | 1 | $0 |
| Karen Morgan | Board Member Trustee or director | 1 | $0 |
| Nate Budd | Board Secretary Trustee or director | 1 | $0 |
| Nick Christensen | Board Member Trustee or director | 1 | $0 |
| Paul Panico | Board Member Trustee or director | 1 | $0 |
| Seth Forwood | Board Member Trustee or director | 1 | $0 |
| Steve Tool | Board Member Trustee or director | 1 | $0 |
| Tim Brown | Board Member Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Josiah Ziegler | Physician Highest-paid employee | 40 | $329,615 | $43,743 |
| Michael Allen | Chief Executive Officer Officer | 40 | $300,159 | $60,059 |
| Lesley Brooks | Chief Medical Officer Officer | 40 | $349,834 | $690 |
| Wesley Gordon | Advanced Practice Provider Highest-paid employee | 40 | $192,941 | $29,421 |
| John McKay | Chief Culture Officer Officer | 40 | $190,440 | $26,721 |
| Leah Siegel | Advanced Practice Provider Highest-paid employee | 40 | $178,373 | $34,481 |
| Cynthia Dodds | Chief Clinical Officer Officer | 40 | $184,713 | $26,709 |
| Autumn Krenning | Advanced Practice Provider Highest-paid employee | 40 | $183,570 | $19,773 |
| Tegan Camden | Chief Operating Officer Officer | 40 | $164,169 | $24,070 |
| Aileen Wright | Psychiatric Nurse Practitioner Highest-paid employee | 40 | $164,087 | $23,303 |
| Carol Rieser | Board Chair Trustee or director, Officer | 1 | $0 | $0 |
| Carolyn Reed | Board Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Chris Otto | Board Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Nate Budd | Board Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Tim Brown | Board Past Chair Trustee or director, Officer | 1 | $0 | $0 |
| Fred Garcia | Board Member Trustee or director | 1 | $0 | $0 |
| Heather Buoniconti | Board Member Trustee or director | 1 | $0 | $0 |
| Jeff Vanhook | Board Member Trustee or director | 1 | $0 | $0 |
| Jerico Devlin | Board Member Trustee or director | 1 | $0 | $0 |
| Karen Morgan | Board Member Trustee or director | 1 | $0 | $0 |
| Nick Christensen | Board Member Trustee or director | 1 | $0 | $0 |
| Paul Panico | Board Member Trustee or director | 1 | $0 | $0 |
| Seth Forwood | Board Member Trustee or director | 1 | $0 | $0 |
| Steve Tool | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Mary Cook | Psychiatrist Highest-paid employee | 40 | $324,252 | $8,692 |
| Lesley Brooks Chief Medical | Officer - Executive Medical Di Officer | 40 | $323,525 | $6,353 |
| Michael Allen | CEO Officer | 40 | $280,252 | $25,511 |
| JOSIAH ZIEGLER | PSYCHIATRIST Highest-paid employee | 40 | $253,793 | $29,423 |
| John Schulte | Psychiatrist Highest-paid employee | 40 | $236,610 | $24,893 |
| Frederick Michel | Psychiatrist Highest-paid employee | 40 | $211,017 | $17,499 |
| Mary Glenney | Medical Supervisor Highest-paid employee | 40 | $217,964 | $8,501 |
| Cynthia Dodds | Chief Clinical Officer Officer | 40 | $174,455 | $9,425 |
| Gerald Brew | CFO - Consultant Officer | 40 | $175,337 | $4,572 |
| Jessica Russell Berring-Thru 1022 | Chief Operating Officer Officer | 40 | $143,041 | $10,195 |
| TEGAN CAMDEN | COO Officer | 40 | $135,888 | $7,246 |
| JOHN MCKAY | CHIEF CULTURE OFFICER Officer | 40 | $131,409 | $3,545 |
| CAROL RIESER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CAROLYN REED | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CARYN SANCHEZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRIS OTTO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| HEATHER BUONICONTI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ISAIAH CHAVEZ | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JEFFREY VANHOOK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KAREN MORGAN | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| NATE BUDD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NICK CHRISTENSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RICH COHAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TIM BROWN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4856 INNOVATION DR STE B, FORT COLLINS, CO 80525-5540
- In care of
- % THE COMPANY
- Principal officer (990 for 2024)
- CYNDI DODDS, 4856 Innovation Drive Suite B, Fort Collins, CO 80525
- Signed the 990
- CYNDI DODDS, CEO
- Phone
- (970) 494-4200
- Website
- WWW.SUMMITSTONE.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
SummitStone provides comprehensive behavioral health services across all care levels: 24/7 crisis services, inpatient and outpatient treatment, housing, residential care, and peer support. We partner with law enforcement, schools, and community organizations to provide Mental Health First Aid, suicide prevention training, and specialized care for underserved populations. Our trauma-informed, evidence-based care meets people where they are.
Program accomplishments
- In 2024, SummitStone Health Partners served 11,553 individuals across Larimer County (88% adults, 12% youth). We achieved CARF accreditation, recognized among top facilities for mental health and addiction treatment. Crisis Services: We delivered 24/7 crisis support through 5,247 phone calls, 3,646 walk-in visits, and 1,685 mobile crisis responses. We provided 8,110 crisis stabilization overnight stays for 439 individuals and embedded behavioral health expertise into 129 law enforcement co-response services. Treatment & Support: We provided ongoing treatment to 4,391 clients at Garcia House and served 439 people through Spirit Crossing Clubhouse, building skills and employment pathways. Peer support specialists (people with lived experience who are in recovery) delivered 6,510 services to 1,683 clients. Prevention & Education: We trained 1,228 community members in suicide prevention, and Mental Health First Aid. Specialized Services: We supported grandfamilies (grandparents and relatives raising children affected by parental substance use or mental health concerns).Expenses $60,947,909 · revenue $47,398,923
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 84-1512383
- 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
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F30)
- Assets (IRS master file)
- $43,219,552
- Income (IRS master file)
- $81,635,849
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $80,050,926 | $80,894,740 | $43,219,552 | XML |
| 990 | June 2024 | $75,785,168 | $88,042,221 | $39,532,557 | XML |
| 990 | June 2023 | $57,136,372 | $56,080,673 | $43,750,740 | XML |
| 990 | June 2022 | $52,649,506 | $46,197,676 | $34,828,236 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 84-1512383).
Questions about SUMMITSTONE HEALTH PARTNERS
- What is the EIN of SUMMITSTONE HEALTH PARTNERS?
- The employer identification number (EIN) of SUMMITSTONE HEALTH PARTNERS is 84-1512383.
- Is SUMMITSTONE HEALTH PARTNERS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to SUMMITSTONE HEALTH PARTNERS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUMMITSTONE HEALTH PARTNERS 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 SUMMITSTONE HEALTH PARTNERS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUMMITSTONE HEALTH PARTNERS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SUMMITSTONE HEALTH PARTNERS?
- The 990 for the year ended June 30, 2025 names CYNDI DODDS.
- Who are the officers and directors of SUMMITSTONE HEALTH PARTNERS?
- The 990 for the year ended June 30, 2025 lists 29 people; 15 received compensation from the organization, the highest $347,456 (Lesley Brooks, Chief Clinical & Medical Officer).
- How much revenue does SUMMITSTONE HEALTH PARTNERS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $80,050,926, expenses of $80,894,740 and total assets of $43,219,552 at year end.
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