Summit Independent Living Center

What it reported doing in 2024

The independent living program, supported by the us department of health and human services part b and c grants, allows summit to operate as a center for independent living. Summit used the funds to provide advocacy, peer support, independent living skills training, youth transition services, nursing home transition and diversion services, and vocational services for 481 individuals with disabilities in seven western Montana counties. An additional 5568 people received short-term or one time information and referral services through the program. Summit also conducts extensive education and advocacy to bring about positive social change resulting in increased opportunities, independence and quality of life for all persons with disabilities. (continued on schedule o). Summit staff logged a total of 385 hours of advocacy, community outreach, public education, collaboration, and technical assistance activities carrying out the social change aspect of summit's mission.money follows the person (mfp) is a demonstration project that began in 2005 as a five-year grant award through the centers for medicare & medicaid services. The demonstration project provides flexible funding opportunities to help states successfully transition seniors and individuals with disabilities from institutional settings to community-based living. Summit implemented the mfp program in 2025. Mfp is the longest running demonstration project in the history of medicaid and has resulted in over 107,000 people transitioning from institutional settings (nursing homes, hospitals, etc.) back into their communities nationwide. Since its inception in 2014, Montana's mfp demonstration project has assisted approximately 286 (as of january 2025) seniors and individuals with disabilities move out of institutional settings and back into their communities.

Financial Efficiency

• Mission deployment rate: 82.3%; rating input score 82
• Program expense ratio: 92.9%; rating input score 93
• Fundraising efficiency: $455.12 raised per $1 spent on fundraising; rating input score 95; 95th percentile among comparable filings

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
• Pay-setting controls: Limited
• Foreign activity oversight: Limited
• Grant itemization coverage: Limited
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
• Governance controls: 7 of 8 controls in place; rating input score 88
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Fail
  • Other executive compensation review process: NotApplicable
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 11.2%; rating input score 65; 65th percentile among comparable filings
• Total-asset coverage ratio: 0.92; rating input score 34; 34th percentile among comparable filings
• Liabilities to assets ratio: 0.16; rating input score 49; 49th percentile among comparable filings
• Officer compensation ratio: 1.5%; rating input score 78; 78th percentile among comparable filings

Growth

• Program expense growth: 3.2% per year; rating input score 100; 29th percentile among comparable filings
• Revenue growth: 3.8% per year; rating input score 100; 33rd percentile among comparable filings
• Asset growth: 11.5% per year; rating input score 100; 64th percentile among comparable filings