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Nonprofiteer
← SUMMIT HEALTHCARE ASSOCIATION

Form 990 for tax year 2024

Filed by SUMMIT HEALTHCARE ASSOCIATION.

Totals

Total revenue
$303,678,058
Total expenses
$287,013,635
Contributions and grants received
$1,035,231
Grants paid
$0
Program service revenue
$298,486,648
Investment income
$2,720,506
Other revenue
$1,435,673
Total assets, end of year
$293,754,198
Total liabilities, end of year
$113,640,315
Net assets or fund balances, end of year
$180,113,883
Program services expenses (Part IX)
$223,994,631
Management and general expenses
$63,019,004
Fundraising expenses
$0
Program service expenses (Part III)
$223,994,631

Program services were 78.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $840,301

  • 1f · All other contributions, gifts and grants

    $194,930

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $292,576,219 · related or exempt $292,576,219

  • 2b · Program service revenue: OTHER OPERATING REVENUE

    total $690,873 · related or exempt $690,873

  • 2c · Program service revenue: PHARMACY REVENUE

    total $5,219,556 · related or exempt $5,219,556

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $2,260,772 · excluded $2,260,772

  • 6a · Gross rents

    real property $47,161

  • 6c · Rental income or loss

    real property $47,161 · personal property $0

  • 6d · Net rental income or loss

    total $47,161 · excluded $47,161

  • 7a · Gross sales of assets other than inventory

    other assets $459,734

  • 7c · Gain or loss

    securities $0 · other assets $459,734

  • 7d · Net gain or loss

    total $459,734 · excluded $459,734

  • 11a · Other revenue: CAFETERIA AND GIFT SHOP

    total $906,952 · excluded $906,952

  • 11b · Other revenue: REBATES

    total $481,560 · excluded $481,560

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $1,388,512

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $3,082,273 · program services $770,568 · management and general $2,311,705

  • 7 · Other salaries and wages

    total $92,747,545 · program services $80,690,319 · management and general $12,057,226

  • 8 · Pension plan contributions

    total $777,253 · program services $670,247 · management and general $107,006

  • 9 · Other employee benefits

    total $11,426,122 · program services $11,380,701 · management and general $45,421

  • 10 · Payroll taxes

    total $6,295,254 · program services $5,308,040 · management and general $987,214

  • 11b · Fees: legal

    total $472,954 · management and general $472,954

  • 11c · Fees: accounting

    total $224,710 · program services $27,585 · management and general $197,125

  • 11f · Fees: investment management

    total $113,545 · management and general $113,545

  • 11g · Fees: other

    total $72,554,338 · program services $40,499,294 · management and general $32,055,044 · fundraising $0

  • 12 · Advertising and promotion

    total $613,672 · program services $1,848 · management and general $611,824

  • 13 · Office expenses

    total $2,700,727 · program services $1,283,339 · management and general $1,417,388

  • 14 · Information technology

    total $196,781 · program services $158,098 · management and general $38,683

  • 16 · Occupancy

    total $2,895,345 · program services $522,959 · management and general $2,372,386

  • 17 · Travel

    total $199,417 · program services $146,678 · management and general $52,739

  • 19 · Conferences, conventions and meetings

    total $280,165 · program services $130,880 · management and general $149,285

  • 20 · Interest

    total $3,709,691 · program services $3,709,691

  • 22 · Depreciation, depletion and amortization

    total $18,306,908 · program services $15,329,244 · management and general $2,977,664

  • 23 · Insurance

    total $2,893,454 · program services $2,053,722 · management and general $839,732

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $45,032,308 · program services $43,679,699 · management and general $1,352,609

  • 24b · Other expenses: GENERAL ASSESSMENT

    total $16,289,337 · program services $16,289,337

  • 24c · Other expenses: Dues & Subscriptions

    total $1,443,248 · program services $340,072 · management and general $1,103,176

  • 24d · Other expenses: EQUIPMENT & REPAIRS

    total $1,202,219 · program services $961,335 · management and general $240,884

  • 24e · All other expenses

    total $3,556,369 · program services $40,975 · management and general $3,515,394 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $42,550,821 · end of year $48,484,728

  • 4 · Accounts receivable

    beginning of year $49,315,487 · end of year $40,017,554

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $4,802,104 · end of year $5,062,399

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,598,370 · end of year $4,514,031

  • 10a · Land, buildings and equipment: cost or other basis

    $292,305,685

  • 10b · Land, buildings and equipment: accumulated depreciation

    $176,107,476

  • 10c · Land, buildings and equipment, net

    beginning of year $123,862,655 · end of year $116,198,209

  • 11 · Investments: publicly traded securities

    beginning of year $18,948,818 · end of year $41,728,740

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $33,441,819 · end of year $37,748,537

  • 17 · Accounts payable and accrued expenses

    beginning of year $27,700,803 · end of year $36,920,693

  • 19 · Deferred revenue

    beginning of year $18,346 · end of year $29,871

  • 20 · Tax-exempt bond liabilities

    beginning of year $42,329,870 · end of year $36,985,812

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $20,797,333 · end of year $19,707,373

  • 25 · Other liabilities

    beginning of year $23,493,556 · end of year $19,996,566

  • 27 · Net assets without donor restrictions

    beginning of year $161,603,941 · end of year $179,613,383

  • 28 · Net assets with donor restrictions

    beginning of year $576,225 · end of year $500,500

Mission and programs · 2024

Mission

TRUSTED TO DELIVER EXCEPTIONAL, COMPASSIONATE CARE CLOSE TO HOME. SUMMIT HEALTHCARE CONTINUES TO PROMOTE HEALTH AND WELLNESS TO THE COMMUNITIES WE SERVE. WE INVEST IN STATE-OF-THE-ART EQUIPMENT TO HELP OUR PATIENTS REACH THEIR HEALTH CARE GOALS AND RETURN TO A HEALTHY, ACTIVE LIFESTYLE.

Activities or mission (Part I)

PROMOTE HEALTH AND WELLNESS TO THE COMMUNITIES WE SERVE. WE INVEST IN STATE-OF-THE-ART EQUIPMENT TO HELP OUR PATIENTS REACH THEIR HEALTH CARE GOALS AND RETURN TO A HEALTHY, ACTIVE LIFESTYLE.

  • Summit Healthcare is a licensed 101 Bed not-for-profit Rural Sole Community Hospital. Summit Healthcare is committed to provide exceptional compassionate care to the communities we serve. Summit Healthcare's array of services include a 24 bed emergency department which is pediatric certified, a cardiac and vascular Cath lab, diagnostic imaging which includes MRI, CT, Mammography, Nuclear Medicine, X Ray, Ultrasound and Pet/CT, Home Health Services, IV Therapy, Cancer Center with Medical and Radiation Oncology, Women's and Infant Services, Level II Nursery, Therapy Services with Children's Therapy, Occupational Health Therapy, Physical Therapy and Speech Therapy, Pain Medicine, Surgical Services, Telemedicine, Wound Care and Hyperbarics, 12 bed Geropsych Unit and much more. We opened an urgent care clinic on the first floor of our MOB. In FY2024, At the main hospital we treated 134,877 patients. In our Medical Group Clinic locations, we saw 160,809 patients. In 2022 we converted four of our outlying clinics to Rural Health Clinics to better serve those communities in Snowflake/Taylor, Eager/Springerville, and St. Johns. We continued to work with our community to identify new ways the serve them. We were awarded a grant which allowed us to better assist our patients with opioid and substance abuse by adding peer support services and implementing a naloxone distribution program within the community. In 2023 we expanded our opioid and substance abuse program to include pregnant women and their families. Our clinically integrated network assisted our chronically ill patients by reaching out to them and assisting them with the management of their specific disease. Summit Healthcare is committed to serving the needs of the community of the White Mountains.

    Expenses $223,994,631 · Revenue $298,486,648

As filed on the 2024 return.

Listed in Part VII

  • Becky Thompson

    SECRETARY

    Total calculated
    $14,400
    From this org
    $14,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Neil Traver

    VICE CHAIR/Finance Chair

    Total calculated
    $14,400
    From this org
    $14,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Paul Watson

    BOARD CHAIRMAN

    Total calculated
    $14,400
    From this org
    $14,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    15

  • Chad Brimhall

    Chief of Staff/Director

    Total calculated
    $501,940
    From this org
    $466,600
    From related orgs
    $0
    Other
    $35,340
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $291,896
    Bonus
    $174,704
    Other
    $0
    Deferred
    $3,923
    Nontaxable benefits
    $31,417
    Filer's total
    $501,940

  • Dawnafe Whitesinger

    DIRECTOR

    Total calculated
    $4,800
    From this org
    $4,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Doug Wright

    DIRECTOR

    Total calculated
    $748,960
    From this org
    $710,434
    From related orgs
    $0
    Other
    $38,526
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $370,531
    Bonus
    $339,903
    Other
    $0
    Deferred
    $7,345
    Nontaxable benefits
    $31,181
    Filer's total
    $748,960

  • John Corder

    DIRECTOR

    Total calculated
    $14,400
    From this org
    $14,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Wayne Wielgus

    DIRECTOR

    Total calculated
    $4,800
    From this org
    $4,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • David Murray

    CCO

    Total calculated
    $247,157
    From this org
    $241,760
    From related orgs
    $0
    Other
    $5,397
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,760
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $5,397
    Filer's total
    $247,157

  • David Rothenberger

    CFO

    Total calculated
    $421,825
    From this org
    $391,794
    From related orgs
    $0
    Other
    $30,031
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $391,794
    Bonus
    $0
    Other
    $0
    Deferred
    $7,747
    Nontaxable benefits
    $22,284
    Filer's total
    $421,825

  • Jay Larson

    CIO

    Total calculated
    $283,419
    From this org
    $247,201
    From related orgs
    $0
    Other
    $36,218
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,201
    Bonus
    $0
    Other
    $0
    Deferred
    $4,920
    Nontaxable benefits
    $31,298
    Filer's total
    $283,419

  • Jeff Comer

    CEO

    Total calculated
    $642,498
    From this org
    $620,791
    From related orgs
    $0
    Other
    $21,707
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $620,791
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $21,707
    Filer's total
    $642,498

  • Jonathan Felton

    COO

    Total calculated
    $169,274
    From this org
    $162,720
    From related orgs
    $0
    Other
    $6,554
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $69,377
    Bonus
    $0
    Other
    $93,343
    Deferred
    $0
    Nontaxable benefits
    $6,554
    Filer's total
    $169,274

  • Burke Delange

    PHYSICIAN

    Total calculated
    $1,384,849
    From this org
    $1,355,014
    From related orgs
    $0
    Other
    $29,835
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $526,194
    Bonus
    $828,820
    Other
    $0
    Deferred
    $6,289
    Nontaxable benefits
    $23,546
    Filer's total
    $1,384,849

  • Curtis Ellsworth

    Physician

    Total calculated
    $1,064,164
    From this org
    $1,023,815
    From related orgs
    $0
    Other
    $40,349
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $648,826
    Bonus
    $374,989
    Other
    $0
    Deferred
    $9,192
    Nontaxable benefits
    $31,157
    Filer's total
    $1,064,164

  • Geoffrey Cornelsen

    PHYSICIAN

    Total calculated
    $892,454
    From this org
    $856,636
    From related orgs
    $0
    Other
    $35,818
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $663,869
    Bonus
    $192,767
    Other
    $0
    Deferred
    $10,902
    Nontaxable benefits
    $24,916
    Filer's total
    $892,454

  • James Olack

    PHYSICIAN

    Total calculated
    $838,434
    From this org
    $808,072
    From related orgs
    $0
    Other
    $30,362
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $681,907
    Bonus
    $126,165
    Other
    $0
    Deferred
    $8,362
    Nontaxable benefits
    $22,000
    Filer's total
    $838,434

  • Sal Malad

    PHYSICIAN

    Total calculated
    $817,936
    From this org
    $812,343
    From related orgs
    $0
    Other
    $5,593
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $378,354
    Bonus
    $433,989
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $5,593
    Filer's total
    $817,936

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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 6a · Pay contingent on this organization's net earnings
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

Answered no

  • 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
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
RETENTION BONUSES ARE GROSSED UP FOR TAXES. THIS IS DONE FOR ALL EMPLOYEES AT 5 YEAR INCREMENTS OF SERVICE.
Schedule J, Part I, Line 4a Severance or change-of-control payment
SEVERANCE IS A VOLUNTARY AGREEMENT THAT SETS FORTH THE AGREED UPON SEPARATION DATE FOR EMPLOYMENT AND BENEFITS COVERAGE, THE SPECIFIED TIME PERIOD THEY WOULD CONTINUE TO RECEIVE BASE COMPENSATION, A CONFIDENTIALITY AGREEMENT CONCERNING COMPANY INFORMATION AND MATERIALS, RETURN OF COMPANY MATERIALS, AND COOPERATION CONCERNING BUSINESS MATTERS. DURING 2024, THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS: JONATHAN FELTON: $93,343
Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization
THE PHYSICIANS RECEIVED INCENTIVE COMPENSATION BONUSES BASED ON RELATIVE VALUE UNITS WRUVS, AND OFFICERS RECEIVED BONUSES BASED ON BUDGET GOALS
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception
PHYSICIANS HAVE EMPLOYMENT AGREEMENTS

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SUMMIT HEALTHCARE MEDICAL ASSOCIATES LLC

    PHYSICIAN · AZ · income $0 · assets $0

    Directly controlled by SHA

  • NORTHEASTERN ARIZONA REGIONAL CARE TEAM

    NETWORK · AZ · income $0 · assets $0

    Directly controlled by SHA

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.1
Source object
202513219349306296

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