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Nonprofiteer
← SUMMITSTONE HEALTH PARTNERS

Form 990 for tax year 2024

Filed by SUMMITSTONE HEALTH PARTNERS.

Totals

Total revenue
$80,050,926
Total expenses
$80,894,740
Contributions and grants received
$32,697,829
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$60,947,909
Management and general expenses
$19,935,525
Fundraising expenses
$11,306
Program service expenses (Part III)
$60,947,909

Program services were 75.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Carol Rieser

    Board Chair (Former)

    Total calculated
    $0
    Hours/week
    1
  • Carolyn Reed

    Board Chair

    Total calculated
    $0
    Hours/week
    1
  • Chris Otto

    Board Treasurer

    Total calculated
    $0
    Hours/week
    1
  • Fred Garcia

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Heather Buoniconti

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Jeff Vanhook

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Jerico Devlin

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Karen Morgan

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Nate Budd

    Board Secretary

    Total calculated
    $0
    Hours/week
    1
  • Nick Christensen

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Paul Panico

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Seth Forwood

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Steve Tool

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Tim Brown

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Cynthia Dodds

    Chief Executive Officer

    Total calculated
    $246,302
    From this org
    $215,802
    From related orgs
    $0
    Other
    $30,500
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,802
    Bonus
    $0
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $0
    Filer's total
    $246,302
  • John Dowling

    Chief Financial Officer

    Total calculated
    $45,870
    From this org
    $45,870
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • John McKay

    Chief Culture Officer

    Total calculated
    $213,255
    From this org
    $204,910
    From related orgs
    $0
    Other
    $8,345
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,910
    Bonus
    $0
    Other
    $0
    Deferred
    $8,345
    Nontaxable benefits
    $0
    Filer's total
    $213,255
  • Lesley Brooks

    Chief Clinical & Medical Officer

    Total calculated
    $347,456
    From this org
    $347,456
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $347,456
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $347,456
  • Michael Allen

    Chief Executive Officer

    Total calculated
    $287,131
    From this org
    $267,032
    From related orgs
    $0
    Other
    $20,099
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $267,032
    Bonus
    $0
    Other
    $0
    Deferred
    $20,099
    Nontaxable benefits
    $0
    Filer's total
    $287,131
  • Tegan Camden

    Chief Operating Officer

    Total calculated
    $206,272
    From this org
    $189,902
    From related orgs
    $0
    Other
    $16,370
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,902
    Bonus
    $0
    Other
    $0
    Deferred
    $16,370
    Nontaxable benefits
    $0
    Filer's total
    $206,272
  • Tina McCrory

    Chief Financial Officer

    Total calculated
    $107,254
    From this org
    $102,875
    From related orgs
    $0
    Other
    $4,379
    Hours/week
    40
  • Bethany Engblom

    Medical Director

    Total calculated
    $325,202
    From this org
    $325,202
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $325,202
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $325,202
  • Kristi Shattuck

    Director of Nursing

    Total calculated
    $230,377
    From this org
    $207,377
    From related orgs
    $0
    Other
    $23,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,377
    Bonus
    $0
    Other
    $0
    Deferred
    $23,000
    Nontaxable benefits
    $0
    Filer's total
    $230,377
  • Thomas Mitchell

    Medical Director

    Total calculated
    $320,838
    From this org
    $304,413
    From related orgs
    $0
    Other
    $16,425
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $304,413
    Bonus
    $0
    Other
    $0
    Deferred
    $16,425
    Nontaxable benefits
    $0
    Filer's total
    $320,838
  • Celia Rife

    Advanced Practice Provider

    Total calculated
    $206,370
    From this org
    $206,370
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,370
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $206,370
  • Greg Hageman

    Pharmacy Manager

    Total calculated
    $204,424
    From this org
    $196,383
    From related orgs
    $0
    Other
    $8,041
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,383
    Bonus
    $0
    Other
    $0
    Deferred
    $8,041
    Nontaxable benefits
    $0
    Filer's total
    $204,424
  • Josiah Ziegler

    Physician

    Total calculated
    $303,587
    From this org
    $291,460
    From related orgs
    $0
    Other
    $12,127
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $291,460
    Bonus
    $0
    Other
    $0
    Deferred
    $12,127
    Nontaxable benefits
    $0
    Filer's total
    $303,587
  • Lisa Ponfick

    Physician

    Total calculated
    $261,990
    From this org
    $231,491
    From related orgs
    $0
    Other
    $30,499
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,491
    Bonus
    $0
    Other
    $0
    Deferred
    $30,499
    Nontaxable benefits
    $0
    Filer's total
    $261,990
  • Wesley Gordon

    Advanced Practice Provider

    Total calculated
    $207,710
    From this org
    $195,505
    From related orgs
    $0
    Other
    $12,205
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,505
    Bonus
    $0
    Other
    $0
    Deferred
    $12,205
    Nontaxable benefits
    $0
    Filer's total
    $207,710

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
6 April 2026
IRS schema version
2024v5.1
Source object
202600969349301285

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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