2026-04-06T17:06:00+00:00 2025-06-30 440160260 Forvis Mazars LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2024-07-01 841512383 Summitstone Health Partners SUMM 9704944200 4856 Innovation Drive Suite B Fort Collins CO 80525 CYNDI DODDS CEO 9704944200 2026-04-06 true Adam R Smith P00958966 7194714290 2026-01-29 2024 2025-03-06 01:10:19Z CYNDI DODDS 4856 Innovation Drive Suite B Fort Collins CO 80525 81635849 false X WWW.SUMMITSTONE.ORG X 1998 CO Our mission at SummitStone Health Partners is to serve our communities by fostering trust, empowering recovery, and inspiring hope. For over 65 years, we've provided comprehensive behavioral health services in Larimer County. We offer 50+ services for all ages, working to make Northern Colorado the healthiest community in the nation. 10 10 897 25 0 36579541 32697829 38916952 47398923 309752 -45826 -21077 0 75785168 80050926 0 0 67476034 63350612 0 11306 20566187 17544128 88042221 80894740 -12257053 -843814 39532557 43219552 29995719 34463622 9536838 8755930 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. false false 60947909 47398923 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). 60947909 true true false true false false false false true true true false false true true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true 62 0 true 897 true false false false false false false false false false false false false X 10 10 false false false false false false false true true false false false true true true true true true true true false false X THE COMPANY 9704944200 4865 INNOVATION DRIVE SUITE B FORT COLLINS CO 80525 X Carol Rieser Board Chair (Former) 1.0 0.0 X 0 0 0 Carolyn Reed Board Chair 1.0 0.0 X 0 0 0 Chris Otto Board Treasurer 1.0 0.0 X 0 0 0 Fred Garcia Board Member 1.0 0.0 X 0 0 0 Heather Buoniconti Board Member 1.0 0.0 X 0 0 0 Jeff Vanhook Board Member 1.0 0.0 X 0 0 0 Jerico Devlin Board Member 1.0 0.0 X 0 0 0 Karen Morgan Board Member 1.0 0.0 X 0 0 0 Nate Budd Board Secretary 1.0 0.0 X 0 0 0 Nick Christensen Board Member 1.0 0.0 X 0 0 0 Paul Panico Board Member 1.0 0.0 X 0 0 0 Seth Forwood Board Member 1.0 0.0 X 0 0 0 Steve Tool Board Member 1.0 0.0 X 0 0 0 Tim Brown Board Member 1.0 0.0 X 0 0 0 Cynthia Dodds Chief Executive Officer 40.0 0.0 X 215802 0 30500 John Dowling Chief Financial Officer 40.0 0.0 X 45870 0 0 John McKay Chief Culture Officer 40.0 0.0 X 204910 0 8345 Lesley Brooks Chief Clinical & Medical Officer 40.0 0.0 X 347456 0 0 Michael Allen Chief Executive Officer 40.0 0.0 X 267032 0 20099 Tegan Camden Chief Operating Officer 40.0 0.0 X 189902 0 16370 Tina McCrory Chief Financial Officer 40.0 0.0 X 102875 0 4379 Bethany Engblom Medical Director 40.0 0.0 X 325202 0 0 Kristi Shattuck Director of Nursing 40.0 0.0 X 207377 0 23000 Thomas Mitchell Medical Director 40.0 0.0 X 304413 0 16425 Celia Rife Advanced Practice Provider 40.0 0.0 X 206370 0 0 Greg Hageman Pharmacy Manager 40.0 0.0 X 196383 0 8041 Josiah Ziegler Physician 40.0 0.0 X 291460 0 12127 Lisa Ponfick Physician 40.0 0.0 X 231491 0 30499 Wesley Gordon Advanced Practice Provider 40.0 0.0 X 195505 0 12205 3332048 0 181990 76 false true false NETSMART TECHNOLOGIES INC Software 929335 VCFO COLORADO Contract Staffing 552619 JACKSON AND COKER Contract Care Providers 482160 SNELLING Contract Staffing 299809 NOMAD NURSES INC Contract Care Providers 228145 5 32543205 154624 32697829 MEDICARE/MEDICAID PAYMENTS 621400 38972402 38972402 CLIENT SERVICE FEES 621400 8195781 8195781 PROGRAM RENTAL INCOME 531220 38466 38466 OTHER PROGRAM REVENUE 531120 192274 192274 0 0 0 0 47398923 232572 232572 0 0 1306525 1584923 0 -278398 -278398 -278398 0 0 0 0 0 80050926 47398923 0 -45826 1281918 362267 919651 49778840 41947750 7819784 11306 483450 324556 158894 8036013 6631183 1404830 3770391 3113666 656725 274321 10275 264046 198454 198454 5057 5057 6087405 2342494 3744911 0 981516 941110 40406 3253035 555077 2697958 2957487 2190615 766872 175684 130956 44728 776315 477341 298974 294615 294615 1169449 707956 461493 3693 3693 Client Service Expenses 1247601 1210104 37497 DUES & SUBSCRIPTIONS 119496 2559 116937 0 0 0 0 80894740 60947909 19935525 11306 2424408 10982361 9081407 5328295 0 0 0 0 0 367919 266736 22704259 8140027 17270490 14564232 2394942 5333016 570827 633127 46990 48487 7375574 6063298 39532557 43219552 11115788 11397785 3485708 3020633 57266 52424 0 0 8080016 13918288 7256941 6074492 29995719 34463622 9067835 8276453 469003 479477 9536838 8755930 39532557 43219552 X -843814 6181 56725 X false true true true true X 2728832 5844802 9670714 36579541 32697829 87521718 0 0 2728832 5844802 9670714 36579541 32697829 87521718 0 87521718 41147 50153 319303 381471 232572 1024646 9832 6020 0 0 15852 0 0 0 0 0 0 88562216 215071388 0.98825 0.98422 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 5057 5057 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY A PORTION OF THE ANNUAL COLORADO BEHAVIORAL HEALTHCARE COUNCIL (CBHC) MEMBERSHIP DUES PAYS FOR A LOBBYING FIRM TO PRESENT MENTAL HEALTH ISSUES TO THE STATE. false true X 606497 58982 665479 833855 89642 317000 606497 766894 66961 833855 858236 -82356 8986 766894 701005 165342 8111 858236 0.2825 0.7175 0.0 true false 1193257 1193257 8067172 1736737 6330435 7979178 3338291 4640887 2663473 1931224 732249 2801179 1133775 1667404 14564232 DEPOSITS 92155 DUE FROM AFFILIATE 5000 RIGHT-OF-USE ASSETS 5966143 6063298 Federal Income Taxes LEASE LIABILITY 6074492 6074492 80549318 6181 157088 56725 219994 80329324 -278398 -278398 80050926 81330226 157088 278398 435486 80894740 0 0 80894740 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part IV, Line 2b Explanation of escrow agreement SUMMITSTONE RECEIVES AND HOLDS PERSONAL FUNDS OF SOME RESIDENTIAL CLIENTS. THESE FUNDS ARE REPORTED AS RESTRICTED CASH AND AN OFFSETTING LIABILITY IN THE ACCOMPANYING BALANCE SHEET. Schedule D, Part V, Line 4 Intended uses of endowment funds TEMPORARILY RESTRICTRED NET ASSETS ARE THOSE WHOSE USE BY SUMMITSTONE HAS BEEN LIMITED BY DONORS TO A SPECIFIC TIME PERIOD OR PURPOSE. PERMANENTLY RESTRICTED NET ASSETS HAVE BEEN RESTRICTED BY DONORS TO BE MAINTAINED BY SUMMITSTONE IN PERPETUITY. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 CHANGE IN BENEFICAL INTEREST IN COMMUNITY FOUNDATION - 56725 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements LOSS ON DISPOSAL OF ASSETS - -278398 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 LOSS ON DISPOSAL OF ASSETS - 278398 X X X X false false false false false false false false false Michael Allen Chief Executive Officer 267032 0 0 0 0 0 20099 0 0 0 287131 0 0 0 Lesley Brooks Chief Clinical & Medical Officer 347456 0 0 0 0 0 0 0 0 0 347456 0 0 0 John McKay Chief Culture Officer 204910 0 0 0 0 0 8345 0 0 0 213255 0 0 0 Tegan Camden Chief Operating Officer 189902 0 0 0 0 0 16370 0 0 0 206272 0 0 0 Cynthia Dodds Chief Executive Officer 215802 0 0 0 0 0 30500 0 0 0 246302 0 0 0 Bethany Engblom Medical Director 325202 0 0 0 0 0 0 0 0 0 325202 0 0 0 Thomas Mitchell Medical Director 304413 0 0 0 0 0 16425 0 0 0 320838 0 0 0 Kristi Shattuck Director of Nursing 207377 0 0 0 0 0 23000 0 0 0 230377 0 0 0 Josiah Ziegler Physician 291460 0 0 0 0 0 12127 0 0 0 303587 0 0 0 Wesley Gordon Advanced Practice Provider 195505 0 0 0 0 0 12205 0 0 0 207710 0 0 0 Lisa Ponfick Physician 231491 0 0 0 0 0 30499 0 0 0 261990 0 0 0 Celia Rife Advanced Practice Provider 206370 0 0 0 0 0 0 0 0 0 206370 0 0 0 Greg Hageman Pharmacy Manager 196383 0 0 0 0 0 8041 0 0 0 204424 0 0 0 Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND CHIEF EXECUTIVE OFFICER; AND THEN PROVIDED TO THE BOARD BEFORE THE RETURN IS SUBMITTED TO THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy ALL OFFICERS, DIRECTORS, AND EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST THAT AN INDIVIDUAL MAY HAVE WITH A PROPOSED TRANSACTION. THE INDIVIDUAL IS GIVEN AN OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS AT A BOARD MEETING AND IS RECUSED FROM VOTING ON THE MATTER. COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE BOARD OF DIRECTORS AT EACH BOARD MEETING. Form 990, Part VI, Line 15a Process to establish compensation of top management official COMPENSATION FOR THE CEO IS DETERMINED BASED ON REGIONAL COMPENSATION SURVEYS AND A REVIEW OF THE ORGANIZATION'S BUSINESS NEEDS AND FINANCIAL RESOURCES. CEO COMPENSATION IS SET BY CONTRACT AND IS APPROVED BY THE INDEPENDENT BOARD MEMBERS. THE COMPENSATION LEVELS SET AND PROCESS FOLLOWED ARE DOCUMENTED IN THE EMPLOYEE PERSONNEL FILES. Form 990, Part VI, Line 15b Process to establish compensation of other employees COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE CEO USING REGIONAL COMPARABILITY DATA AND IS SUBJECT TO APPROVAL BY THE INDEPENDENT BOARD MEMBERS. THE COMPENSATION LEVELS SET AND PROCESS FOLLOWED ARE DOCUMENTED IN THE EMPLOYEE PERSONNEL FILES. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, COPIES OF POLICIES, TAX RETURNS, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN BENEFICIAL INTEREST IN COMMUNITY FOUNDATION - 56725; Total - 56725; Colorado Behavioral Healthcare System Inc 303 E 17th Avenue Suite 910 Colorado Springs CO 80203 841257714 Support Mental Health Organizations CO 501(c)(3) Type I NA false false false false false false false false false false false false false false false false false false false false