2025-11-13T09:52:20+00:00 2024-12-31 350921680 CROWE LLP 4801 Olympia Park Plaza Suite 4000 Louisville KY 402412098 990 2024-01-01 611300608 Summit Medical Group Inc SUMM 8596559253 1360 Dolwick Drive 200 Erlanger KY 41018 Heidi Murley MD CEO and President 8596553305 2025-11-13 true Rachel Spurlock P00520729 5023263996 2025-11-13 2024 2025-03-06 01:10:19Z St Elizabeth Physicians Heidi Murley MD 1360 Dolwick Drive 200 Erlanger KY 41018 548332119 false X www.stelizabethphysicians.com X 1995 KY 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. 17 0 2891 0 0 130175 67923 488090274 546012236 529436 1088100 61314 1163860 488811199 548332119 0 0 396148907 426990882 0 0 118094418 120102926 514243325 547093808 -25432126 1238311 208890607 234616272 209316324 213440999 -425717 21175273 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. false false 454492120 0 546012236 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 245 FULL-TIME EQUIVALENT PRIMARY CARE PHYSICIANS, 190 FULL-TIME EQUIVALENT SPECIALTY PHYSICIANS, AND 261 ADVANCED PRACTICE PROVIDERS SPECIALIZING IN CARDIOLOGY, ENDOCRINOLOGY, FAMILY MEDICINE, GASTROENTEROLOGY, GENERAL SURGERY, GYNECOLOGY, INTERNAL MEDICINE, PEDIATRICS, PULMONOLOGY AND RHEUMATOLOGY. ST. ELIZABETH PHYSICIANS HAS 164 OFFICES THAT ARE STRATEGICALLY LOCATED THROUGHOUT BOONE, CAMPBELL, KENTON, GRANT, OWEN, PENDLETON AND MASON COUNTIES IN KENTUCKY AND HAMILTON COUNTY IN OHIO AND DEARBORN, OHIO, RIPLEY, FRANKLIN AND SWITZERLAND COUNTIES IN INDIANA. ST. ELIZABETH PHYSICIANS IS A MULTI-SPECIALTY PHYSICIAN GROUP PROVIDING PROFESSIONAL MEDICAL SERVICES TO THE COMMUNITY. TOTAL SURGERIES S: 740,356 TOTAL VISITS: 2,229,854 TOTAL WORK RELATIVE VALUE UNITS: 4,562,971 454492120 true false false false false false false false false false true false false true true true false true false false false false false false false false false false false true false false false false false true false false true false false false false false false true true false false false true 146 0 true 2891 true false false false false false false false false false false false false X 17 0 false false false false true true true true false false false false true true true true true true true true true true IN X Andrew Gentzkow 8596551133 1360 DOLWICK DRIVE SUITE 225 ERLANGER KY 41018 Chaitanya Mandapakala MD PHYSICIAN/VICE CHAIR 50.0 0 X X 961639 0 58396 Donald Price MD PHYSICIAN/CHAIR 50.0 4.0 X X 459367 0 59546 Heidi Murley MD PRESIDENT/CEO 25.0 25.0 X X 0 805218 62765 Alvin Garrison DIRECTOR THRU JUNE 2024 4.0 0 X 0 0 0 Amy Haney MD PHYSICIAN/DIRECTOR 50.0 0 X 312979 0 49014 Bradley Patterson MD PHYSICIAN/DIRECTOR AS OF JANUARY 2024 50.0 0 X 385848 0 24360 Curtis Dorsch MD PHYSICIAN/DIRECTOR THRU MARCH 2024 50.0 0 X 590104 0 59703 Daniel Flora MD PHYSICIAN/DIRECTOR 50.0 0 X 633530 0 61699 Garren Colvin SEH PRESIDENT/CEO 4.0 51.0 X 0 1657850 52122 LaRoy Kendall MD SEH CHIEF MEDICAL OFFICER/DIRECTOR 4.0 50.0 X 0 574256 43281 Linda Hermiller-Steller MD PHYSICIAN/DIRECTOR 50.0 0 X 378121 0 35354 Lisa Arehart APRN APRN/DIRECTOR 50.0 0 X 284241 0 46249 Lori Ritchey-Baldwin SEH EXECUTIVE VP/DIRECTOR 4.0 51.0 X 0 826289 52290 Noreen Durrani MD PHYSICIAN/DIRECTOR 50.0 0 X 701315 0 59649 Robert Wagner MD PHYSICIAN/DIRECTOR 50.0 0 X 184149 0 51674 Sonia Chopra MD PHYSICIAN/DIRECTOR 50.0 0 X 514922 0 45004 Stacey Bishop-Yeatman MD PHYSICIAN/DIRECTOR 50.0 0 X 369025 0 61086 Thom Bunnell DO PHYSICIAN/DIRECTOR 50.0 0 X 407062 0 56149 Vickie Chan MD PHYSICIAN/DIRECTOR 50.0 0 X 483668 0 57425 Bruce Henley CFO/TREASURER 35.0 15.0 X 0 368866 50803 Jacob Bast SENIOR VP/COO/SECRETARY 35.0 15.0 X 0 594321 57710 Ann Beers MD PHYSICIAN/CHIEF MEDICAL OFFICER 50.0 0 X 381285 0 26190 Colleen Darnell MD PHYSICIAN 50.0 0 X 1189381 0 58546 Ivan Bedoya-Apraez MD PHYSICIAN 50.0 0 X 1297012 0 54346 Neal Moser MD PHYSICIAN 50.0 0 X 1567729 0 48974 Pratish Shah MD PHYSICIAN 50.0 0 X 1276276 0 54975 William Willmott MD PHYSICIAN 50.0 0 X 1502584 0 58352 Douglas Flora MD PHYSICIAN/FORMER EXECUTIVE MEDICAL DIRECTOR 0.0 0 X 838243 0 58836 Susan Oakley MD FORMER VICE CHAIR 0.0 0 X 743075 0 41373 15461555 4826800 1445871 764 true true false DRESSMAN BENZINGER LAVELLE PSC 109 EAST FOURTH ST COVINGTON KY 41011 LEGAL SERVICES 1666195 DEGENHARDT ENTERPRISES LLC 2169 CHAMBER CENTER DR FT MITCHELL KY 41017 CLEANING SERVICES 875458 TIMOTHY J KAPPES 731 TIMBER LANE INDEPENDENCE KY 41051 COLLECTIONS SERVICES 586023 JACKSON & COKER LOCUMTENENS LLC 3000 OLD ALABAMA RD STE 119-608 ALPHARETTA GA 30022 PHYSICIAN SERVICES 444731 EXPERIAN HEALTH INC 720 COOL SPRINGS BLVD 200 FRANKLIN TN 37067 REVENUE SERVICES 422766 24 0 0 0 0 67923 0 0 67923 NET PATIENT REVENUE 621111 528208079 528208079 SALE OF FOOD PRODUCTS 621111 696073 696073 CAPITATION REVENUE 621111 4388689 4388689 LEASED SERVICE REVENUE 621111 5737193 5737193 CARE MANAGEMENT PERFORMANCE INCENTIVES 621111 6439648 6439648 542554 542554 0 0 546012236 1088100 1088100 0 0 0 0 1163860 0 0 0 1163860 0 1163860 1163860 0 0 0 0 0 0 0 0 548332119 546012236 0 2251960 0 0 0 0 0 0 0 0 7798753 5266958 2531795 0 2076486 2076486 0 0 342342324 295285711 47056613 0 16215515 13797896 2417619 40891505 30614889 10276616 17666299 14434590 3231709 0 0 0 0 1695189 46 1695143 3500 0 3500 0 0 0 0 0 0 0 0 0 0 0 49798601 34737031 15061570 0 102715 21993 80722 0 3323525 2495239 828286 0 2222759 591539 1631220 0 0 0 0 0 24578851 20827857 3750994 637221 319828 317393 0 0 0 0 215407 55236 160171 1492 1296 196 0 0 0 0 0 6180638 4403122 1777516 0 5406654 4790255 616399 MEDICAL SUPPLIES 22652158 22629025 23133 0 GENERAL SUPPLIES 2002635 1703552 299083 0 RESIDENT STIPEND 473484 84 473400 0 EMPLOYEE RELATIONS 423336 61241 362095 0 384761 378246 6515 0 547093808 454492120 92601688 0 -6277861 -4944476 25401532 22384990 2908099 2503962 0 0 30896546 42697135 53949 42625 2089656 1792848 50248166 32159405 11328456 18088761 0 0 0 0 14653539 14302539 127836691 137747888 208890607 234616272 86734496 81320195 0 0 122581828 132120804 209316324 213440999 X -425717 21175273 0 -425717 21175273 208890607 234616272 X 1238311 0 0 0 0 20362679 X false true true X Schedule A, Part I, Line 3 170(B)(1)(A)(III) 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 FACILITY AS DEFINED BY FORM 990, SCHEDULE H INSTRUCTIONS. 22208440 11336095 10872345 28039726 20823310 7216416 18088761 FIXED ASSET PROJECTS IN PROGRESS 841301 PROFESSIONAL INSURANCE RECEIVABLE 1736018 INTERCOMPANY 8545281 DAVITA-HOOPER DIALYSIS JV RIGHT TO USE OPERATING LEASE ASSETS - NET 126639120 ASC842 DEF RENT -13832 137747888 Federal Income Taxes Reserve for Self-Insurance 1736018 LEASE LIABILITIES CURRENT 12159232 LEASE LIABILITIES LONG TERM 118225554 132120804 X 548317107 0 0 548317107 15012 15012 548332119 547078796 0 0 547078796 15012 15012 547093808 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, 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the consolidated financial statements. St. Elizabeth Healthcare is not under review by any state or local tax authorities. St. Elizabeth Healthcare's federal tax returns for the year ended prior to December 31, 2021 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 - 15012 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements OTHER PERIODIC PENSION COSTS - 15012 X X X X X X false true false false false false false true false Chaitanya Mandapakala MD PHYSICIAN/VICE CHAIR 842799 0 93750 0 25090 0 19800 0 38596 0 1020035 0 0 0 Heidi Murley MD PRESIDENT/CEO 0 576278 0 221272 0 7668 0 19800 0 42965 0 867983 0 0 Donald Price MD PHYSICIAN/CHAIR 372286 0 61459 0 25622 0 19800 0 39746 0 518913 0 0 0 Susan Oakley MD FORMER VICE CHAIR 660556 0 80809 0 1710 0 19800 0 21573 0 784448 0 0 0 Lisa Arehart APRN APRN/DIRECTOR 251085 0 30127 0 3029 0 18007 0 28242 0 330490 0 0 0 Stacey Bishop-Yeatman MD PHYSICIAN/DIRECTOR 301214 0 42195 0 25616 0 19800 0 41286 0 430111 0 0 0 Thom Bunnell DO PHYSICIAN/DIRECTOR 343221 0 40729 0 23112 0 19800 0 36349 0 463211 0 0 0 Vickie Chan MD PHYSICIAN/DIRECTOR 435541 0 45201 0 2926 0 19800 0 37625 0 541093 0 0 0 Sonia Chopra MD PHYSICIAN/DIRECTOR 441384 0 47413 0 26125 0 19800 0 25204 0 559926 0 0 0 Garren Colvin SEH PRESIDENT/CEO 0 1306811 0 309649 0 41390 0 19800 0 32322 0 1709972 0 0 Curtis Dorsch MD PHYSICIAN/DIRECTOR THRU MARCH 2024 490332 0 70113 0 29659 0 19800 0 39903 0 649807 0 0 0 Noreen Durrani MD PHYSICIAN/DIRECTOR 622321 0 76020 0 2974 0 19800 0 39849 0 760964 0 0 0 Daniel Flora MD PHYSICIAN/DIRECTOR 562270 0 56640 0 14620 0 19800 0 41899 0 695229 0 0 0 Amy Haney MD PHYSICIAN/DIRECTOR 224995 0 34402 0 53582 0 18537 0 30477 0 361993 0 0 0 Linda Hermiller-Steller MD PHYSICIAN/DIRECTOR 336380 0 39413 0 2328 0 19800 0 15554 0 413475 0 0 0 LaRoy Kendall MD SEH CHIEF MEDICAL OFFICER/DIRECTOR 0 432741 0 111428 0 30087 0 19800 0 23481 0 617537 0 0 Bradley Patterson MD PHYSICIAN/DIRECTOR AS OF JANUARY 2024 327614 0 45314 0 12920 0 19800 0 4560 0 410208 0 0 0 Lori Ritchey-Baldwin SEH EXECUTIVE VP/DIRECTOR 0 568122 0 221009 0 37158 0 19800 0 32490 0 878579 0 0 Robert Wagner MD PHYSICIAN/DIRECTOR 137983 0 25425 0 20741 0 13852 0 37822 0 235823 0 0 0 Jacob Bast SENIOR VP/COO/SECRETARY 0 445587 0 145543 0 3191 0 19800 0 37910 0 652031 0 0 Bruce Henley CFO/TREASURER 0 312068 0 24921 0 31877 0 19800 0 31003 0 419669 0 0 Douglas Flora MD PHYSICIAN/FORMER EXECUTIVE MEDICAL DIRECTOR 712082 0 99975 0 26186 0 19800 0 39036 0 897079 0 0 0 Ann Beers MD PHYSICIAN/CHIEF MEDICAL OFFICER 312902 0 65317 0 3066 0 19800 0 6390 0 407475 0 0 0 Ivan Bedoya-Apraez MD PHYSICIAN 1187696 0 105644 0 3672 0 19800 0 34546 0 1351358 0 0 0 Colleen Darnell MD PHYSICIAN 1082389 0 104436 0 2556 0 19800 0 38746 0 1247927 0 0 0 Neal Moser MD PHYSICIAN 1330270 0 204935 0 32524 0 19800 0 29174 0 1616703 0 0 0 Pratish Shah MD PHYSICIAN 1139992 0 106758 0 29526 0 19800 0 35175 0 1331251 0 0 0 William Willmott MD PHYSICIAN 1257521 0 213875 0 31188 0 19800 0 38552 0 1560936 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation 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 COMPENSATION ARRANGEMENTS OF EXECUTIVE OFFICERS. 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 - $7,719,450 Lori Ritchey-Baldwin - $1,491,146 Laroy Kendall - $835,380 Heidi Murley - $284,209 Jacob Bast - $758,574 Bruce Henley - $1,454,840 Schedule J, Part I, Line 7 Non-fixed payments Persons listed in Part VII received Board-approved bonuses, reported on Schedule J, Part II, Column B(ii). These are nonfixed payments, contingent on performance, subject to Committee discretion, and not guaranteed. ANN BEERS PHYSICIAN/CMO To fund split dollar life Insurance premiums for supplemental life insurance X 498031 523519 false true true CURTIS DORSCH PHYSICIAN/DIRECTOR To fund split dollar life Insurance premiums for supplemental life insurance X 258000 272986 false true true DANIEL FLORA PHYSICIAN/DIRECTOR To fund split dollar life Insurance premiums for supplemental life insurance X 372501 394366 false true true DOUGLAS FLORA PHYSICIAN/FORMER EXECUTIVE MEDICAL DIRECTOR To fund split dollar life Insurance premiums for supplemental life insurance X 372500 394197 false true true CHAITANYA MANDAPAKALA PHYSICIAN/DIRECTOR To fund split dollar life Insurance premiums for supplemental life insurance X 28750 28948 false true true DONALD PRICE PHYSICIAN/CHAIRMAN To fund split dollar life Insurance premiums for supplemental life insurance X 839835 889946 false true true 2503962 BRANDI CHAN SISTER OF DIRECTOR VICKIE CHAN, MD 382044 WAGES false THOMAS BUNNELL FATHER OF DIRECTOR THOM BUNNELL 12915 WAGES false 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 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 2024. 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 Outcome Income - Total Revenue: 31235, Related or Exempt Function Revenue: 31235, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; AMSURG Net Income - Total Revenue: 16526, Related or Exempt Function Revenue: 16526, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; AMGA Reimbursement - Total Revenue: 2526, Related or Exempt Function Revenue: 2526, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Garnishment Income - Total Revenue: 80, Related or Exempt Function Revenue: 80, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; OMNIPOD - Total Revenue: 2975, Related or Exempt Function Revenue: 2975, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Other Income - Total Revenue: 138489, Related or Exempt Function Revenue: 138489, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Replacement Badge Income - Total Revenue: 840, Related or Exempt Function Revenue: 840, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Sale of Supplies - Total Revenue: 116669, Related or Exempt Function Revenue: 116669, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Vendor Refund - Total Revenue: 92, Related or Exempt Function Revenue: 92, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Rebate Revenue - Total Revenue: 233122, Related or Exempt Function Revenue: 233122, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER BETWEEN AFFILIATES - 20157773; INVESTMENT IN AMSURG - 204906; Total - 20362679; 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 Healthcare Solutions Network LLC 619 Oak Street Cincinnati OH 45206 472103334 PHO OH HSN Related false false BIOSKILLS LAB LLC 4123 OLYMPIC BLVD ERLANGER KY 41018 320571870 BIOSKILLS LAB KY SEMC Related false false St Elizabeth Provider Network Inc 1 Medical Village Dr Edgewood KY 41017 472862438 Physician-Hospital Org. KY St Elizabeth Medical Center Inc C Corporation true false false false true false false false false false true true true true false true true true true