SUMMIT MEDICAL GROUP INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SUMMIT MEDICAL GROUP INC (EIN 61-1300608)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349304539
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T09:37:21+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9600 Brownsboro Road Suite 400 | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402413902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611300608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Summit Medical Group Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUMM | BusinessNameControlTxt |
| Phone | 8593443737 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1360 Dolwick Drive 200 | AddressLine1Txt |
| City | Erlanger | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Heidi Murley MD | PersonNm |
| Person Title | CEO and President | PersonTitleTxt |
| Phone | 8596553305 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kim Scifres | PreparerPersonNm |
| PTIN | P01316095 | PTIN |
| Phone | 5023263996 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Elizabeth Physicians | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heidi Murley MD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1360 Dolwick Drive 200 | AddressLine1Txt |
| City | Erlanger | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $488,851,431 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.stelizabethphysicians.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | SUMMIT MEDICAL GROUP, INC. DBA ST. ELIZABETH PHYSICIANS ("SEP") IS A MULTI-SPECIALTY PHYSICIAN ORGANIZATION, DEDICATED TO PHYSICIAN DIRECTED DELIVERY OF QUALITY MEDICAL CARE IN THE NORTHERN KENTUCKY, SOUTHWESTERN OHIO, AND SOUTHEASTERN INDIANA AREAS. SEP PROVIDES QUALITY HEALTH CARE TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 2782 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $521,924 | PYContributionsGrantsAmt |
| CY Contributions Grants | $130,175 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $458,683,758 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $488,090,274 | CYProgramServiceRevenueAmt |
| PY Investment Income | $182,545 | PYInvestmentIncomeAmt |
| CY Investment Income | $529,436 | CYInvestmentIncomeAmt |
| PY Other Revenue | $178,049 | PYOtherRevenueAmt |
| CY Other Revenue | $61,314 | CYOtherRevenueAmt |
| PY Total Revenue | $459,566,276 | PYTotalRevenueAmt |
| CY Total Revenue | $488,811,199 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $354,528,557 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $396,148,907 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $106,182,756 | PYOtherExpensesAmt |
| CY Other Expenses | $118,094,418 | CYOtherExpensesAmt |
| PY Total Expenses | $460,711,313 | PYTotalExpensesAmt |
| CY Total Expenses | $514,243,325 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,145,037 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$25,432,126 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $194,320,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $208,890,607 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $188,191,380 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $209,316,324 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,128,949 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$425,717 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SUMMIT MEDICAL GROUP, INC. DBA ST. ELIZABETH PHYSICIANS ("SEP") IS A MULTI-SPECIALTY PHYSICIAN ORGANIZATION DEDICATED TO PHYSICIAN DIRECTED DELIVERY OF QUALITY MEDICAL CARE IN THE NORTHERN KENTUCKY, SOUTHWESTERN OHIO, AND SOUTHEASTERN INDIANA AREAS. SEP PROVIDES QUALITY HEALTH CARE TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $426,124,906 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $488,090,274 | RevenueAmt |
| Desc | SUMMIT MEDICAL GROUP, INC. DBA ST. ELIZABETH PHYSICIANS ("SEP") IS A MULTI-SPECIALTY PHYSICIAN ORGANIZATION DEDICATED TO PHYSICIAN DIRECTED DELIVERY OF QUALITY MEDICAL CARE IN THE NORTHERN KENTUCKY, SOUTHWESTERN OHIO, AND SOUTHEASTERN INDIANA AREAS. ST. ELIZABETH PHYSICIANS AND ASSOCIATES ARE PATIENT ADVOCATES WHO WORK IN PARTNERSHIP WITH ST. ELIZABETH MEDICAL CENTER, INC. DBA ST. ELIZABETH HEALTHCARE ("SEH") AND THE COMMUNITY TO PROVIDE COMPREHENSIVE AND COMPASSIONATE CARE THAT IMPROVES THE HEALTH OF THE PEOPLE WE SERVE THROUGH COST EFFECTIVE MEDICAL CARE. ST. ELIZABETH PHYSICIANS IS DEDICATED TO SERVING NORTHERN KENTUCKY, SOUTHWESTERN OHIO, AND SOUTHEASTERN INDIANA WITH 242 FULL-TIME EQUIVALENT PRIMARY CARE PHYSICIANS, 176 FULL-TIME EQUIVALENT SPECIALTY PHYSICIANS, AND 232 ADVANCED PRACTICE PROVIDERS SPECIALIZING IN CARDIOLOGY, ENDOCRINOLOGY, FAMILY MEDICINE, GASTROENTEROLOGY, GENERAL SURGERY, GYNECOLOGY, INTERNAL MEDICINE, PEDIATRICS, PULMONOLOGY AND RHEUMATOLOGY. ST. ELIZABETH PHYSICIANS HAS 168 OFFICES THAT ARE STRATEGICALLY LOCATED THROUGHOUT BOONE, CAMPBELL, KENTON, GRANT, OWEN, PENDLETON AND MASON COUNTIES IN KENTUCKY AND HAMILTON COUNTY IN OHIO AND DEARBORN COUNTY IN INDIANA. ST. ELIZABETH PHYSICIANS IS A MULTI-SPECIALTY PHYSICIAN GROUP PROVIDING PROFESSIONAL MEDICAL SERVICES TO THE COMMUNITY. TOTAL SURGERIES S: 706,028 TOTAL VISITS: 2,114,835 TOTAL WORK RELATIVE VALUE UNITS: 4,328,013 | Desc |
| Total Program Service Expenses | $426,124,906 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 144 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2782 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bruce Henley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8593445494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1360 DOLWICK DRIVE SUITE 200 | AddressLine1Txt |
| City | ERLANGER | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Chaitanya Mandapakala MD | |||||||||
| VICE CHAIR/PHYSICIAN/DIRECTOR | 50.0 | 0 | Yes (X) | Yes (X) | $809,447 | $0 | $56,024 | ||
| Curtis Dorsch MD | |||||||||
| CHAIR/PHYSICIAN/DIRECTOR | 50.0 | 4.0 | Yes (X) | Yes (X) | $562,363 | $0 | $54,714 | ||
| Heidi Murley MD | |||||||||
| PRESIDENT/CEO | 25.0 | 25.0 | Yes (X) | Yes (X) | $0 | $701,763 | $60,858 | ||
| Alvin Garrison | |||||||||
| DIRECTOR | 4.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Amy Haney MD | |||||||||
| PHYSICIAN/DIRECTOR | 50.0 | 0 | Yes (X) | $301,395 | $0 | $47,823 | |||
| Daniel Flora MD | |||||||||
| PHYSICIAN/DIRECTOR | 50.0 | 0 | Yes (X) | $659,286 | $0 | $56,110 | |||
| Donald Price MD | |||||||||
| PHYSICIAN/DIRECTOR | 50.0 | 0 | Yes (X) | $428,275 | $0 | $57,261 | |||
| Garren Colvin | |||||||||
| PRESIDENT/CEO ST. ELIZABETH HEALTHCARE | 4.0 | 51.0 | Yes (X) | $0 | $1,378,100 | $49,046 | |||
| LaRoy Kendall MD | |||||||||
| DIRECTOR | 4.0 | 50.0 | Yes (X) | $0 | $535,469 | $43,974 | |||
| Linda Hermiller MD | |||||||||
| PHYSICIAN/DIRECTOR | 50.0 | 0 | Yes (X) | $338,915 | $0 | $54,214 | |||
| Lisa Arehart APRN | |||||||||
| APRN | 50.0 | 0 | Yes (X) | $292,352 | $0 | $42,909 | |||
| Lori Ritchey-Baldwin | |||||||||
| CFO St. Elizabeth Healthcare | 4.0 | 51.0 | Yes (X) | $0 | $849,058 | $49,646 | |||
| Noreen Durrani MD | |||||||||
| PHYSICIAN/DIRECTOR | 50.0 | 0 | Yes (X) | $679,439 | $0 | $57,360 | |||
| Robert Wagner MD | |||||||||
| PHYSICIAN/DIRECTOR | 50.0 | 0 | Yes (X) | $220,143 | $0 | $34,977 | |||
| Sonia Chopra MD | |||||||||
| PHYSICIAN/DIRECTOR | 50.0 | 0 | Yes (X) | $565,728 | $0 | $44,062 | |||
| Stacey Bishop-Yeatman MD | |||||||||
| PHYSICIAN/DIRECTOR | 50.0 | 0 | Yes (X) | $361,295 | $0 | $55,819 | |||
| Thom Bunnell MD | |||||||||
| PHYSICIAN/DIRECTOR | 50.0 | 0 | Yes (X) | $408,804 | $0 | $53,150 | |||
| Vickie Chan MD | |||||||||
| PHYSICIAN/DIRECTOR | 50.0 | 0 | Yes (X) | $403,073 | $0 | $51,295 | |||
| Bruce Henley | |||||||||
| CFO/TREASURER | 35.0 | 15.0 | Yes (X) | $0 | $387,763 | $47,895 | |||
| Jacob Bast | |||||||||
| COO/SECRETARY | 35.0 | 15.0 | Yes (X) | $0 | $559,592 | $52,759 | |||
| Anthony Alvarez MD | |||||||||
| PHYSICIAN | 50.0 | 0 | $1,164,096 | $0 | $60,262 | Yes (X) | |||
| Colleen Darnell MD | |||||||||
| PHYSICIAN | 50.0 | 0 | $1,181,991 | $0 | $46,278 | Yes (X) | |||
| Neal Moser MD | |||||||||
| PHYSICIAN | 50.0 | 0 | $1,633,417 | $0 | $52,772 | Yes (X) | |||
| Pratish Shah MD | |||||||||
| PHYSICIAN | 50.0 | 0 | $1,192,873 | $0 | $52,862 | Yes (X) | |||
| William Willmott MD | |||||||||
| PHYSICIAN | 50.0 | 0 | $1,441,904 | $0 | $54,112 | Yes (X) | |||
| Douglas Flora MD | |||||||||
| PHYSICIAN/ Former Executive Medical Director | 0.0 | 0 | $816,622 | $0 | $56,548 | Yes (X) | |||
| Susan Oakley | |||||||||
| Former Vice Chair | 0.0 | 0 | $687,440 | $0 | $46,278 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $14,148,859 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,411,744 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,339,011 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 714 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| DRESSMAN BENZINGER LAVELLE PSC | ||||||
| 109 EAST FOURTH ST | COVINGTON | KY | 41011 | LEGAL SERVICES | $1,716,075 | |
| DEGENHARDT ENTERPRISES LLC | ||||||
| 2169 CHAMBER CENTER DR | FT MITCHELL | KY | 41017 | CLEANING SERVICES | $691,178 | |
| PRACTICING EXCELLENCECOM INC | ||||||
| 11403 W BERNARDO CT | SAN DIEGO | CA | 92128 | CONSULTING SERVICES | $689,956 | SUITE 200 |
| TIMOTHY J KAPPES | ||||||
| 731 TIMBER LANE | INDEPENDENCE | KY | 41051 | OUTSOURCING | $545,969 | |
| JACKSON & COKER LOCUMTENENS LLC | ||||||
| 3000 OLD ALABAMA RD | ALPHARETTA | GA | 30022 | PHYSICIAN SERVICES | $544,506 | STE 119-608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 24 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $130,175 | GovernmentGrantsAmt |
| Total Contributions | $130,175 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT REVENUE | 621111 | $473,723,038 | $473,723,038 |
| SALE OF FOOD PRODUCTS | 621111 | $775,450 | $775,450 |
| CAPITATION REVENUE | 621111 | $8,503,606 | $8,503,606 |
| LEASED SERVICE REVENUE | 621111 | $4,478,966 | $4,478,966 |
| REBATE REVENUE | 621111 | $197,901 | $197,901 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $411,313 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $411,313 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $488,090,274 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $569,668 | TotalRevenueColumnAmt |
| Exclusion | $569,668 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $61,314 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $61,314 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,314 | TotalRevenueColumnAmt |
| Exclusion | $61,314 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $40,232 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$40,232 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$40,232 | TotalRevenueColumnAmt |
| Exclusion | -$40,232 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $488,811,199 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $488,090,274 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $590,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,696,237 | TotalAmt |
| Program Services | $4,471,638 | ProgramServicesAmt |
| Management And General | $2,224,599 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,606,888 | TotalAmt |
| Program Services | $1,606,888 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,183,615 | TotalAmt |
| Program Services | $278,899,775 | ProgramServicesAmt |
| Management And General | $45,283,840 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,469,661 | TotalAmt |
| Program Services | $12,277,604 | ProgramServicesAmt |
| Management And General | $3,192,057 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,563,227 | TotalAmt |
| Program Services | $23,231,481 | ProgramServicesAmt |
| Management And General | $8,331,746 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,629,279 | TotalAmt |
| Program Services | $13,688,813 | ProgramServicesAmt |
| Management And General | $2,940,466 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,781,161 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,781,161 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,750 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,750 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,960,333 | TotalAmt |
| Program Services | $36,789,093 | ProgramServicesAmt |
| Management And General | $15,171,240 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,709 | TotalAmt |
| Program Services | $15,383 | ProgramServicesAmt |
| Management And General | $132,326 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,749,844 | TotalAmt |
| Program Services | $1,442,800 | ProgramServicesAmt |
| Management And General | $307,044 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,220,587 | TotalAmt |
| Program Services | $449,241 | ProgramServicesAmt |
| Management And General | $1,771,346 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,450,460 | TotalAmt |
| Program Services | $16,316,803 | ProgramServicesAmt |
| Management And General | $3,133,657 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $585,365 | TotalAmt |
| Program Services | $311,229 | ProgramServicesAmt |
| Management And General | $274,136 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,891,284 | TotalAmt |
| Program Services | $3,367,595 | ProgramServicesAmt |
| Management And General | $523,689 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,351 | TotalAmt |
| Program Services | $3,786 | ProgramServicesAmt |
| Management And General | $565 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,266,393 | TotalAmt |
| Program Services | $3,224,031 | ProgramServicesAmt |
| Management And General | $1,042,362 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,938,929 | TotalAmt |
| Program Services | $4,481,111 | ProgramServicesAmt |
| Management And General | $457,818 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $23,464,235 | $23,445,818 | $18,417 |
| GENERAL SUPPLIES | $2,019,169 | $1,721,651 | $297,518 |
| RECRUITMENT EXPENSE | $660,482 | $19,171 | $641,311 |
| EMPLOYEE RELATIONS | $442,819 | $60,228 | $382,591 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,547 | TotalAmt |
| Program Services | $300,767 | ProgramServicesAmt |
| Management And General | $207,780 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,243,325 | TotalAmt |
| Program Services | $426,124,906 | ProgramServicesAmt |
| Management And General | $88,118,419 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$5,522,494 | BOYAmt |
| EOY | -$6,277,861 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,299,485 | BOYAmt |
| EOY | $25,401,532 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,121,772 | BOYAmt |
| EOY | $2,908,099 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,891,961 | BOYAmt |
| EOY | $30,896,546 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $733,454 | BOYAmt |
| EOY | $53,949 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,486,947 | BOYAmt |
| EOY | $2,089,656 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,515,769 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,187,313 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,728,033 | BOYAmt |
| EOY | $11,328,456 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,161,789 | BOYAmt |
| EOY | $14,653,539 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,419,382 | BOYAmt |
| EOY | $127,836,691 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,320,329 | BOYAmt |
| EOY | $208,890,607 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,842,279 | BOYAmt |
| EOY | $86,734,496 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,349,101 | BOYAmt |
| EOY | $122,581,828 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,191,380 | BOYAmt |
| EOY | $209,316,324 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,128,949 | BOYAmt |
| EOY | -$425,717 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,128,949 | BOYAmt |
| EOY | -$425,717 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,320,329 | BOYAmt |
| EOY | $208,890,607 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$25,432,126 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $18,877,460 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part I, Line 3 170(B)(1)(A)(III) | FormAndLineReferenceDesc |
| Explanation | SUMMIT MEDICAL GROUP, INC., D/B/A ST. ELIZABETH PHYSICIANS, IS EXEMPT AS A HOSPITAL UNDER INTERNAL REVENUE CODE SECTION 170(b)(1)(A)(iii); HOWEVER, SUMMIT MEDICAL GROUP, INC. IS NOT A HOSPITAL AS DEFINED BY FORM 990, SCHEDULE H INSTRUCTIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,197,722 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,481,339 | DepreciationAmt |
| Book Value | $3,716,383 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,318,047 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,705,974 | DepreciationAmt |
| Book Value | $7,612,073 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,328,456 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| FIXED ASSET PROJECTS IN PROGRESS | $2,097,044 |
| PROFESSIONAL INSURANCE RECEIVABLE | $4,235,009 |
| INTERCOMPANY | $6,114,866 |
| DAVITA-HOOPER DIALYSIS JV | |
| RIGHT TO USE OPERATING LEASE ASSETS - NET | $115,417,017 |
| ASC842 DEF RENT | -$27,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $127,836,691 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| TOTAL OTHER LIABILITIES | $4,235,009 |
| LEASE LIABILITIES CURRENT | $12,551,333 |
| LEASE LIABILITIES LONG TERM | $105,795,486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $122,581,828 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $487,607,832 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $487,607,832 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,203,367 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,203,367 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $488,811,199 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $513,039,958 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $513,039,958 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,203,367 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,203,367 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $514,243,325 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | NO PROVISION HAS BEEN MADE FOR INCOME TAXES SINCE ST. ELIZABETH HEALTHCARE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY ST. ELIZABETH HEALTHCARE AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ST. ELIZABETH HEALTHCARE IS NOT CURRENTLY UNDER EXAMINATION BY THE INTERNAL REVENUE SERVICE OR ANY STATE OR LOCAL TAX AUTHORITIES. ST. ELIZABETH HEALTHCARE'S FEDERAL TAX RETURNS FOR THE YEAR ENDED PRIOR TO DECEMBER 31, 2020 AND PRIOR YEARS ARE NO LONGER SUBJECT TO EXAMINATION AS THE STATUTE OF LIMITATIONS HAS EXPIRED FOR THOSE YEARS. |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | OTHER PERIODIC PENSION COSTS - 1203367 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | OTHER PERIODIC PENSION COSTS - 1203367 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Susan Oakley | ||||||||||||||
| Former Vice Chair | $629,661 | $0 | $55,439 | $0 | $2,340 | $0 | $18,300 | $0 | $27,978 | $0 | $733,718 | $0 | $0 | $0 |
| Curtis Dorsch MD | ||||||||||||||
| CHAIR/PHYSICIAN/DIRECTOR | $476,923 | $0 | $57,734 | $0 | $27,706 | $0 | $18,300 | $0 | $36,414 | $0 | $617,077 | $0 | $0 | $0 |
| Heidi Murley MD | ||||||||||||||
| PRESIDENT/CEO | $0 | $524,598 | $0 | $172,125 | $0 | $5,039 | $0 | $18,300 | $0 | $42,558 | $0 | $762,621 | $0 | $0 |
| Chaitanya Mandapakala MD | ||||||||||||||
| VICE CHAIR/PHYSICIAN/DIRECTOR | $716,803 | $0 | $67,458 | $0 | $25,186 | $0 | $18,300 | $0 | $37,724 | $0 | $865,471 | $0 | $0 | $0 |
| Garren Colvin | ||||||||||||||
| PRESIDENT/CEO ST. ELIZABETH HEALTHCARE | $0 | $1,221,751 | $0 | $128,297 | $0 | $28,052 | $0 | $18,300 | $0 | $30,746 | $0 | $1,427,146 | $0 | $0 |
| LaRoy Kendall MD | ||||||||||||||
| DIRECTOR | $0 | $419,043 | $0 | $87,042 | $0 | $29,384 | $0 | $18,300 | $0 | $25,674 | $0 | $579,443 | $0 | $0 |
| Lori Ritchey-Baldwin | ||||||||||||||
| CFO St. Elizabeth Healthcare | $0 | $620,758 | $0 | $195,146 | $0 | $33,154 | $0 | $18,300 | $0 | $31,346 | $0 | $898,705 | $0 | $0 |
| Lisa Arehart APRN | ||||||||||||||
| APRN | $243,977 | $0 | $32,923 | $0 | $15,452 | $0 | $17,749 | $0 | $25,160 | $0 | $335,261 | $0 | $0 | $0 |
| Stacey Bishop-Yeatman MD | ||||||||||||||
| PHYSICIAN/DIRECTOR | $300,553 | $0 | $34,712 | $0 | $26,030 | $0 | $18,300 | $0 | $37,519 | $0 | $417,115 | $0 | $0 | $0 |
| Thom Bunnell MD | ||||||||||||||
| PHYSICIAN/DIRECTOR | $351,994 | $0 | $31,595 | $0 | $25,215 | $0 | $18,300 | $0 | $34,850 | $0 | $461,954 | $0 | $0 | $0 |
| Vickie Chan MD | ||||||||||||||
| PHYSICIAN/DIRECTOR | $359,628 | $0 | $40,923 | $0 | $2,522 | $0 | $18,300 | $0 | $32,995 | $0 | $454,368 | $0 | $0 | $0 |
| Sonia Chopra MD | ||||||||||||||
| PHYSICIAN/DIRECTOR | $504,720 | $0 | $36,168 | $0 | $24,840 | $0 | $18,300 | $0 | $25,762 | $0 | $609,791 | $0 | $0 | $0 |
| Noreen Durrani MD | ||||||||||||||
| PHYSICIAN/DIRECTOR | $595,796 | $0 | $79,497 | $0 | $4,146 | $0 | $18,300 | $0 | $39,060 | $0 | $736,799 | $0 | $0 | $0 |
| Daniel Flora MD | ||||||||||||||
| PHYSICIAN/DIRECTOR | $597,345 | $0 | $45,674 | $0 | $16,267 | $0 | $18,300 | $0 | $37,810 | $0 | $715,396 | $0 | $0 | $0 |
| Amy Haney MD | ||||||||||||||
| PHYSICIAN/DIRECTOR | $241,433 | $0 | $30,197 | $0 | $29,764 | $0 | $18,300 | $0 | $29,523 | $0 | $349,217 | $0 | $0 | $0 |
| Linda Hermiller MD | ||||||||||||||
| PHYSICIAN/DIRECTOR | $305,578 | $0 | $30,963 | $0 | $2,374 | $0 | $18,300 | $0 | $35,914 | $0 | $393,130 | $0 | $0 | $0 |
| Donald Price MD | ||||||||||||||
| PHYSICIAN/DIRECTOR | $347,575 | $0 | $54,378 | $0 | $26,322 | $0 | $18,300 | $0 | $38,961 | $0 | $485,536 | $0 | $0 | $0 |
| Robert Wagner MD | ||||||||||||||
| PHYSICIAN/DIRECTOR | $175,866 | $0 | $18,795 | $0 | $25,482 | $0 | $0 | $0 | $34,977 | $0 | $255,119 | $0 | $0 | $0 |
| Jacob Bast | ||||||||||||||
| COO/SECRETARY | $0 | $436,944 | $0 | $119,757 | $0 | $2,891 | $0 | $18,300 | $0 | $34,459 | $0 | $612,351 | $0 | $0 |
| Bruce Henley | ||||||||||||||
| CFO/TREASURER | $0 | $345,913 | $0 | $8,003 | $0 | $33,847 | $0 | $17,659 | $0 | $30,235 | $0 | $435,658 | $0 | $0 |
| Douglas Flora MD | ||||||||||||||
| PHYSICIAN/ Former Executive Medical Director | $706,802 | $0 | $82,979 | $0 | $26,841 | $0 | $18,300 | $0 | $38,248 | $0 | $873,170 | $0 | $0 | $0 |
| Anthony Alvarez MD | ||||||||||||||
| PHYSICIAN | $1,032,444 | $0 | $98,598 | $0 | $33,054 | $0 | $18,300 | $0 | $41,962 | $0 | $1,224,358 | $0 | $0 | $0 |
| Colleen Darnell MD | ||||||||||||||
| PHYSICIAN | $1,098,798 | $0 | $80,853 | $0 | $2,340 | $0 | $18,300 | $0 | $27,978 | $0 | $1,228,269 | $0 | $0 | $0 |
| Neal Moser MD | ||||||||||||||
| PHYSICIAN | $1,424,314 | $0 | $177,879 | $0 | $31,224 | $0 | $18,300 | $0 | $34,472 | $0 | $1,686,190 | $0 | $0 | $0 |
| Pratish Shah MD | ||||||||||||||
| PHYSICIAN | $1,074,169 | $0 | $91,729 | $0 | $26,976 | $0 | $18,300 | $0 | $34,562 | $0 | $1,245,735 | $0 | $0 | $0 |
| William Willmott MD | ||||||||||||||
| PHYSICIAN | $1,217,717 | $0 | $194,495 | $0 | $29,693 | $0 | $18,300 | $0 | $35,812 | $0 | $1,496,016 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | Certain individuals listed in Part VII participated in a split dollar life insurance plan. Please refer to Schedule L for participants, premiums and outstanding loan amounts. The following individuals are reported on the parent company, St. Elizabeth Medical Center's Schedule L as follows which includes the outstanding balance. Garren Colvin - $6,597,225 Lori Ritchey-Baldwin - $1,129,383 Laroy Kendall - $671,696 Heidi Murley - $117,914 Jacob Bast - $668,027 Bruce Henley - $1,224,400 |
| Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization | THE PHYSICIANS ON THE BOARD ARE PRACTICING PHYSICIANS. THEY ARE PARTLY COMPENSATED BASED ON PRODUCTIVITY RELATED TO PATIENT CARE SERVICES. THESE AMOUNTS ARE BASED ON WORK RELATIVE VALUE UNIT (WRVU) BASED COMPENSATION. |
| Schedule J, Part I, Line 3 COMPENSATION DETERMINATION | DR. HEIDI MURLEY IS EMPLOYED BY AND COMPENSATED THROUGH ST. ELIZABETH MEDICAL CENTER, INC. DBA ST. ELIZABETH HEALTHCARE, A RELATED ORGANIZATION FOR WHICH SHE SERVES AS THE PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR SUMMIT MEDICAL GROUP, INC., DBA ST. ELIZABETH PHYSICIANS. ST. ELIZABETH MEDICAL CENTER, INC. DBA ST. ELIZABETH HEALTHCARE, A RELATED ORGANIZATION, ESTABLISHES COMPENSATION UTILIZING WRITTEN EMPLOYMENT CONTRACTS, INDEPENDENT COMPENSATION CONSULTANTS, COMPENSATION SURVEY OR STUDY, FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY A COMPENSATION COMMITTEE COMPOSED OF MEMBERS OF THE BOARD OF TRUSTEES ALL OF WHOM SATISFY INDEPENDENCE REQUIREMENTS SUFFICIENT TO SHOW THAT THEY DO NOT HAVE A CONFLICT OF INTEREST WITH COMPENSTION ARRANGEMENTS OF EXECUTIVE OFFICERS. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (5 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| Curtis J Dorsch | |||||||
| Chair/Physician/Director | To fund split dollar life Insurance premiums for supplemental life insurance | Yes (X) | $212,000 | $220,860 | false | Yes (true) | Yes (true) |
| Daniel B Flora | |||||||
| Physician/Director | To fund split dollar life Insurance premiums for supplemental life insurance | Yes (X) | $315,000 | $328,546 | false | Yes (true) | Yes (true) |
| Donald Lehner Price | |||||||
| Physician/Director | To fund split dollar life Insurance premiums for supplemental life insurance | Yes (X) | $719,890 | $751,807 | false | Yes (true) | Yes (true) |
| Douglas B Flora | |||||||
| Physician/Former Exec Medical Director | To fund split dollar life Insurance premiums for supplemental life insurance | Yes (X) | $315,000 | $328,378 | false | Yes (true) | Yes (true) |
| William Willmott | |||||||
| Physician | To fund split dollar life Insurance premiums for supplemental life insurance | Yes (X) | $1,232,500 | $1,278,508 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $2,908,099 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 13 WHISTLEBLOWER POLICY | SUMMIT MEDICAL GROUP, INC. DBA ST. ELIZABETH PHYSICIANS DOES NOT HAVE A SPECIFIC WHISTLEBLOWER POLICY. HOWEVER, THERE IS A SECTION OF ST. ELIZABETH PHYSICIANS CORPORATE RESPONSIBILITY PROGRAM THAT ADDRESSES COMPLIANCE WITH THE FEDERAL FALSE CLAIMS ACT AND, WITHIN THAT SECTION, PROTECTION FOR WHISTLEBLOWERS IS SPECIFICALLY ADDRESSED. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Douglas Flora and Daniel Flora - Family relationship |
| Form 990, Part VI, Line 6 Classes of members or stockholders | SUMMIT MEDICAL GROUP, INC. DBA ST. ELIZABETH PHYSICIANS HAS A SINGLE CORPORATE MEMBER, ST. ELIZABETH MEDICAL CENTER, INC. DBA ST. ELIZABETH HEALTHCARE. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | SUMMIT MEDICAL GROUP, INC. DBA ST. ELIZABETH PHYSICIANS HAS A SINGLE CORPORATE MEMBER, ST. ELIZABETH MEDICAL CENTER, INC. DBA ST. ELIZABETH HEALTHCARE THAT HAS THE ABILITY TO ELECT MEMBERS TO THE GOVERNING BODY OF SUMMIT MEDICAL GROUP, INC. DBA ST. ELIZABETH PHYSICIANS. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | ST. ELIZABETH MEDICAL CENTER, INC. DBA ST. ELIZABETH HEALTHCARE, THE SOLE MEMBER OF SUMMIT MEDICAL GROUP, INC. DBA ST. ELIZABETH PHYSICIANS, HAS CERTAIN RESERVED POWERS OF WHICH INCLUDE APPROVING: (I) ANNUAL CAPITAL AND OPERATING BUDGETS, INCLUDING BUT NOT LIMITED TO EXPENDITURES FOR INFORMATION SYSTEMS; (II) PHYSICIAN COMPENSATION FORMULAS; (III) LOANS, CAPITAL LEASES OR CREDIT FACILITIES IN ANY FISCAL YEAR; (IV) ACQUISITION, SALE OR CONVEYANCE OF CAPITAL ASSETS, INCLUDING REAL PROPERTY; (V) ACQUISITIONS, ALLIANCES AND JOINT VENTURES WITH OTHER HEALTH CARE PROVIDERS; (VI) SELECTION, EMPLOYMENT, TERMINATION AND COMPENSATION OF A PRESIDENT/CHIEF EXECUTIVE OFFICER; (VII) AMENDMENTS TO THE BYLAWS OR THE ARTICLES OF INCORPORATION OF THE CORPORATION; (VIII) THE DISSOLUTION, MERGER OR SALE OF SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; (IX) CONTRACTUAL RELATIONSHIPS WITH OTHER PHYSICIAN GROUPS AND HEALTH CARE PROVIDERS; (X) CONTRACTING FOR PHYSICIAN SERVICES WITH MANAGED CARE COMPANIES OR OTHER PAYERS; (XI) ESTABLISH ANY COMPENSATION FOR SERVICES AS A MEMBER OF THE BOARD OF DIRECTORS OF THE CORPORATION; AND (XII) ADOPTING OR MATERIALLY MODIFYING A STRATEGIC PLAN FOR THE CORPORATION. |
| Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body | The organization does not have committees with authority to act on behalf of the governing body. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | SUMMIT MEDICAL GROUP, INC. DBA ST. ELIZABETH PHYSICIANS PROCESS TO REVIEW THE FORM 990 CONSISTS OF THE REVIEW AND APPROVAL BY CERTAIN MEMBERS OF MANAGEMENT AND THE ST. ELIZABETH PHYSICIANS BOARD OF DIRECTORS. THE FORM 990 IS REVIEWED WITH AND APPROVED BY THE FINANCE COMMITTEE. SUBSEQUENT TO THE FINANCE COMMITTEE'S APPROVAL, BUT PRIOR TO FILING WITH THE IRS, THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND MANAGEMENT IS AVAILABLE FOR ANY QUESTIONS OR COMMENTS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | SUMMIT MEDICAL GROUP, INC. , D/B/A ST. ELIZABETH PHYSICIANS, REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IN THAT ANY DIRECTOR, PRINCIPAL OFFICER, OR A MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE REMAINING INDIVIDUALS ON THE GOVERNING BOARD OR COMMITTEE WILL DECIDE IF CONFLICTS OF INTEREST EXIST. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWER ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: (I) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (II) HAS READ AND UNDERSTANDS THE CONFLICT OF INTEREST POLICY; (III) HAS AGREED TO COMPLY WITH THE POLICY; AND (IV) UNDERSTANDS THAT THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ITS TAX EXEMPT PURPOSE. WHEN BUSINESS MATTERS COME BEFORE THE BOARD IN WHICH A MEMBER IS INVOLVED AND A POTENTIAL CONFLICT OF INTEREST MAY EXIST: (I) THE MEMBER SHOULD AGAIN MAKE A VERBAL DISCLOSURE TO THE MEMBERSHIP PRESENT; (II) THE BOARD SHALL ASK THE INTERESTED MEMBER TO LEAVE THE MEETING DURING DISCUSSION OF THE MATTER THAT GIVES RISE TO THE POTENTIAL CONFLICT; (III) THE INTERESTED MEMBER SHALL NOT VOTE ON NOR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER THAT GIVES RISE TO THE POTENTIAL CONFLICT; (IV) THE INTERESTED MEMBER SHALL NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT SUCH MEETING; AND (V) THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE, THE VOTE TAKEN, AND WHICH MEMBERS WERE PRESENT AND VOTING. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | IN DETERMINING THE COMPENSATION OF SUMMIT MEDICAL GROUP, INC., D/B/A ST. ELIZABETH PHYSICIANS, CHIEF EXECUTIVE OFFICER, AN EVALUATION IS DONE BY THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE USING APPROPRIATE COMPARABLE DATA, AND THEN A COMPENSATION RECOMMENDATION IS PRESENTED TO THE BOARD FOR APPROVAL. THIS PROCESS IS PERFORMED ANNUALLY. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | FOR BOTH THE CHIEF EXECUTIVE OFFICER AND OTHER KEY EXECUTIVES, THE PROCESS INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, REVIEW OF COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE EXTERNAL REVIEW OF EXECUTIVE COMPENSATION IS PERFORMED ANNUALLY AND APPROVED BY THE BOARD. THIS WAS LAST PERFORMED IN 2023. OTHER KEY EXECUTIVES ARE REVIEWED AND THE CHIEF EXECUTIVE OFFICER MAKES RECOMMENDATIONS FOR THEIR COMPENSATION TO THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE THEN EVALUATES AND APPROVES THE COMPENSATION FOR THE OTHER KEY EXECUTIVES. |
| Form 990, Part VI, Line 19 Required documents available to the public | UPON REQUEST, SUMMIT MEDICAL GROUP, INC., D/B/A ST. ELIZABETH PHYSICIANS, WILL MAKE AVAILABLE THE FORM 990 AND THE RELATED APPLICABLE SCHEDULES WHICH ARE OPEN TO PUBLIC INSPECTION. SUMMIT MEDICAL GROUP, INC., D/B/A ST. ELIZABETH PHYSICIANS, WILL NOT MAKE AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS WHICH ARE NOT OPEN TO PUBLIC INSPECTION. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | OTHER REVENUE - Total Revenue: 411313, Related or Exempt Function Revenue: 411313, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part IX, Line 11g Other Fees | Laundry Expense - Total Expense: 135140, Program Service Expense: 135140, Management and General Expenses: , Fundraising Expenses: ; Physicians Services - Total Expense: 1047323, Program Service Expense: 1040832, Management and General Expenses: 6491, Fundraising Expenses: ; Non-Physician Services - Total Expense: 1043795, Program Service Expense: 712922, Management and General Expenses: 330873, Fundraising Expenses: ; Laboratory Services - Total Expense: 7439, Program Service Expense: 7439, Management and General Expenses: , Fundraising Expenses: ; Radiology Services - Total Expense: 1710, Program Service Expense: 1710, Management and General Expenses: , Fundraising Expenses: ; Consulting Services - Total Expense: 944910, Program Service Expense: 1150, Management and General Expenses: 943760, Fundraising Expenses: ; Data Processing Services - Total Expense: 1377387, Program Service Expense: 52099, Management and General Expenses: 1325288, Fundraising Expenses: ; Collection Services - Total Expense: 148758, Program Service Expense: 68, Management and General Expenses: 148690, Fundraising Expenses: ; Other Fees - Total Expense: 40, Program Service Expense: , Management and General Expenses: 40, Fundraising Expenses: ; Purchased Services - Total Expense: 1149957, Program Service Expense: 569333, Management and General Expenses: 580624, Fundraising Expenses: ; Clerical Services - Total Expense: 180, Program Service Expense: 180, Management and General Expenses: , Fundraising Expenses: ; Outsourcing Services - Total Expense: 2039528, Program Service Expense: 545473, Management and General Expenses: 1494055, Fundraising Expenses: ; Corporate Services - Total Expense: 60, Program Service Expense: , Management and General Expenses: 60, Fundraising Expenses: ; Acquisitions Costs - Total Expense: 440, Program Service Expense: , Management and General Expenses: 440, Fundraising Expenses: ; Recruitment Advertising - Total Expense: 1485, Program Service Expense: , Management and General Expenses: 1485, Fundraising Expenses: ; Janitorial Services - Total Expense: 851510, Program Service Expense: 825987, Management and General Expenses: 25523, Fundraising Expenses: ; Fire/Life Safety/Security - Total Expense: 32705, Program Service Expense: 20634, Management and General Expenses: 12071, Fundraising Expenses: ; Maintenance - Total Expense: 3810407, Program Service Expense: 2964697, Management and General Expenses: 845710, Fundraising Expenses: 0; Pest Control - Total Expense: 25449, Program Service Expense: 24442, Management and General Expenses: 1007, Fundraising Expenses: ; Facilities-Small Equipment - Total Expense: 21665, Program Service Expense: 21610, Management and General Expenses: 55, Fundraising Expenses: ; Physician Fees - Total Expense: 39320445, Program Service Expense: 29865377, Management and General Expenses: 9455068, Fundraising Expenses: 0; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | TRANSFER BETWEEN AFFILIATES - 18925917; INVESTMENT IN AMSURG - -48457; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEP NEPHROLOGY HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1360 DOLWICK | AddressLine1Txt |
| Address Line2 | SUITE 200 | AddressLine2Txt |
| City | ERLANGER | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821075027 | EIN |
| Primary Activities | HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Total Income | $72,762 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMIT MEDICAL GROUP INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ST ELIZABETH MEDICAL CENTER INC DBA ST ELIZABETH HEALTHCARE | ||||||||||
| 1 MEDICAL VILLAGE DRIVE | EDGEWOOD | KY | 41017 | 610445850 | HOSPITAL | KY | 501(c)(3) | 3 | NA | false |
| Healthcare Advocates of Northern Kentucky | ||||||||||
| 1 Medical Village Drive | Edgewood | KY | 41017 | 832875231 | Advance Healthcare Quality and Availability in Northern KY | KY | 501(c)(4) | St Elizabeth Medical Center | false | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Healthcare Solutions Network LLC | ||||||||||
| 619 Oak Street | Cincinnati | OH | 45206 | 472103334 | PHO | OH | HSN | Related | false | false |
| Preferred Lab Partners LLC | ||||||||||
| 1 Medical Village Drive Suite B | Edgewood | KY | 41707 | 824758763 | Laboratory | KY | NA | Related | false | false |
| Bioskills Lab LLC | ||||||||||
| 4123 Olympic Blvd | Erlanger | KY | 41018 | 320571870 | Bioskills Lab | KY | SEMC | Related | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Elizabeth Provider Network Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Medical Village Dr | AddressLine1Txt |
| City | Edgewood | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472862438 | EIN |
| Primary Activities | Physician-Hospital Org. | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Elizabeth Medical Center Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |