SummitStone Health Partners

Nonprofit profile at a glance

EIN
841512383
IRS 990 coverage
2009–2024
Official website data refreshed
Aug 2026
Forms available
Form 990 2024
Location
Fort Collins, CO, US
Phone
(970) 494-4200
Rating
84
Verdict
STRONG
Rating confidence
Standard
Sector
Mental Health Treatment F31 Psychiatric, Mental Health Hospital

Official website

Reported finances

Revenue
$80,050,926
Expenses
$80,894,740
Assets
$43,219,552
Liabilities
$34,463,622

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

Leadership & pay

29 people listed

Executive titles in this filing

  • Cynthia Dodds (Chief Executive Officer)
  • Michael Allen (Chief Executive Officer)

Highest reported compensation

  • Lesley Brooks (Chief Clinical & Medical Officer): $347,456 total reported compensation
  • Bethany Engblom (Medical Director): $325,202 total reported compensation
  • Thomas Mitchell (Medical Director): $320,838 total reported compensation

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

Overview

Mission

SummitStone helps people transform their lives by providing mental health and substance use services that truly work.

What it reported doing in 2024

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).

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

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

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 90
  • Accountability: 100
  • Sustainability: 21
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 75.9%; rating input score 76
  • Program expense ratio: 75.3%; rating input score 75
  • Fundraising efficiency: $2,892.08 raised per $1 spent on fundraising; rating input score 98; 98th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • 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; 77th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -1.1%; rating input score 22; 22nd percentile among comparable filings
  • Total-asset coverage ratio: 0.53; rating input score 20; 20th percentile among comparable filings
  • Liabilities to assets ratio: 0.8; rating input score 17; 17th percentile among comparable filings
  • Officer compensation ratio: 4.3%; rating input score 22; 22nd percentile among comparable filings

Growth

  • Program expense growth: 14.3% per year; rating input score 100; 86th percentile among comparable filings
  • Revenue growth: 12.1% per year; rating input score 100; 83rd percentile among comparable filings
  • Asset growth: 10.3% per year; rating input score 100; 72nd percentile among comparable filings

Details

  • What they do: 5 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 75.9% of revenue deployed · 75.3% of spending went to programs
  • Governance: 10 of 10 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $60.9M in reported program spending
  • Leadership: top reported pay $347K · 29 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $2.5M reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 7 filed schedules · includes major donors and executive pay
  • Filing history: 15 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 15 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

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.

  • High — Sustainability: Operating margin scored 22/100.
  • High — Sustainability: Total-asset coverage ratio scored 20/100.
  • High — Sustainability: Liabilities to assets ratio scored 17/100.
  • High — Sustainability: Officer compensation ratio scored 22/100.
  • High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.