Summit Independent Living Center
Public records show a registered, tax-exempt organization in good standing.
What it says it does
SUMMIT'S MISSION IS TO ADVANCE THE INDEPENDENCE AND CIVIL RIGHTS OF PEOPLE WITH DISABILITIES.
- Income
- $7.8 million
- Spending
- $7.4 million
- Spent on programs
- 94%
- Reserves
- 3.8 months of spending
- Largest source of income
- fees for its services, 90%
- Employees
- 411
- Volunteers
- 10
- Highest pay
- $84,020, executive director
Source: Form 990 for the year ending September 30, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Good: 85 out of 100.
Reserves
20 of 35Spendable reserves would cover 3.8 months of spending.
Debt
20 of 20It owes 14% of what it owns.
Living within its means
15 of 15Income exceeded spending by 5% of income.
Income trend
15 of 15Income rose 18% on the year before.
Spending floor
15 of 1594% of spending went to programs and raising each dollar of donations cost 1 cents.
Source: Form 990 for the year ending September 30, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 95 out of 100.
Independent board
25 of 259 of 9 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
0 of 5Reports no independent review process for its chief executive's pay.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending September 30, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (2)
- $5.8 million spent. THE MEDICAID SELF-DIRECTED COMMUNITY FIRST CHOICE/PERSONAL ASSISTANCE SERVICES PROGRAM (SD CFC-PAS) ALLOWS SUMMIT TO ACT AS AN INTERMEDIARY TO PROVIDE SELF-DIRECTED PERSONAL ASSISTANCE SERVICES TO PEOPLE WITH DISABILITIES WHO NEED ASSISTANCE WITH ACTIVITIES OF DAILY LIVING IN ORDER TO LIVE INDEPENDENTLY IN THEIR HOMES AND REMAIN ACTIVE IN THEIR COMMUNITIES. FOR THE YEAR SUMMIT SERVED 229 INDIVIDUAL CONSUMERS WITH COMMUNITY FIRST CHOICE AND PERSONAL ASSISTANCE SERVICES.
- $1.2 million spent. 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 545 INDIVIDUALS WITH DISABILITIES IN SEVEN WESTERN MONTANA COUNTIES. AN ADDITIONAL 6,695 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 421 HOURS OF ADVOCACY, COMMUNITY OUTREACH, PUBLIC EDUCATION, COLLABORATION, AND TECHNICAL ASSISTANCE ACTIVITIES CARRYING OUT THE SOCIAL CHANGE ASPECT OF SUMMIT'S MISSION.
Source: Form 990 for the year ending September 30, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending September 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since March 1989.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.