Summit Community Care Clinic Inc

Nonprofit profile at a glance

EIN
201139635
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Frisco, CO, USA
Phone
9706684040
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Ambulatory Health Center, Community Clinic

Official website

Reported finances

Revenue
$19,952,154
Expenses
$19,393,980
Assets
$8,173,528
Liabilities
$1,244,761

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

25 people listed

Executive titles in this filing

  • DAN BECKER (CEO (THRU 10/24))
  • JOSH COGDILL (CEO (AS OF 10/24))
  • JIM BECKMAN (PRESIDENT)
  • DEBBIE WELLE-POWELL (VICE PRESIDENT)

Highest reported compensation

  • KATHLEEN COWIE (CHIEF MEDICAL OFFICER): $242,986 total reported compensation
  • DAN BECKER (CEO (THRU 10/24)): $228,114 total reported compensation
  • JENNIFER TOMBACK (PROVIDER): $219,852 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Hybrid. The nonprofit split its reported program spending across 77% for direct work, and 23% for grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 87
  • Accountability: 95
  • Sustainability: 36
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 73.4%; rating input score 73
  • Program expense ratio: 75.3%; rating input score 75
  • Fundraising efficiency: $20.26 raised per $1 spent on fundraising; rating input score 57; 57th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 2.8%; rating input score 46; 46th percentile among comparable filings
  • Total-asset coverage ratio: 0.42; rating input score 12; 12th percentile among comparable filings
  • Liabilities to assets ratio: 0.15; rating input score 65; 65th percentile among comparable filings
  • Officer compensation ratio: 8.7%; rating input score 26; 26th percentile among comparable filings

Growth

  • Program expense growth: 11.5% per year; rating input score 100; 76th percentile among comparable filings
  • Revenue growth: 10.5% per year; rating input score 100; 76th percentile among comparable filings
  • Asset growth: 11.4% per year; rating input score 100; 70th percentile among comparable filings

Details

  • Where the money goes: 73.4% of revenue deployed · 75.3% of spending went to programs
  • Governance: 11 of 11 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $14.6M in reported program spending
  • Leadership: top reported pay $243K · 25 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $218K reported
  • Consistency: 40 of 40 current checks pass
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 11 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 12 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Review — Financial Efficiency: Fundraising efficiency scored 57/100.
  • High — Sustainability: Total-asset coverage ratio scored 12/100.
  • Moderate — Sustainability: Operating margin scored 46/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • High — Sustainability: Officer compensation ratio scored 26/100.
  • High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.