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Nonprofiteer
← SUMMIT MEDICAL GROUP INC

Form 990 for tax year 2023

Filed by SUMMIT MEDICAL GROUP INC.

Totals

Total revenue
$488,811,199
Total expenses
$514,243,325
Contributions and grants received
$130,175
Grants paid
$0
Program service revenue
$488,090,274
Investment income
$529,436
Other revenue
$61,314
Total assets, end of year
$208,890,607
Total liabilities, end of year
$209,316,324
Net assets or fund balances, end of year
-$425,717
Program services expenses (Part IX)
$426,124,906
Management and general expenses
$88,118,419
Fundraising expenses
$0
Program service expenses (Part III)
$426,124,906

Program services were 82.9% 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)

    $130,175

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $473,723,038 · related or exempt $473,723,038

  • 2b · Program service revenue: SALE OF FOOD PRODUCTS

    total $775,450 · related or exempt $775,450

  • 2c · Program service revenue: CAPITATION REVENUE

    total $8,503,606 · related or exempt $8,503,606

  • 2d · Program service revenue: LEASED SERVICE REVENUE

    total $4,478,966 · related or exempt $4,478,966

  • 2e · Program service revenue: REBATE REVENUE

    total $197,901 · related or exempt $197,901

  • 2f · All other program service revenue

    total $411,313 · related or exempt $411,313 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $569,668 · excluded $569,668

  • 6a · Gross rents

    real property $61,314 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $61,314 · personal property $0

  • 6d · Net rental income or loss

    total $61,314 · excluded $61,314

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $40,232

  • 7c · Gain or loss

    securities $0 · other assets -$40,232

  • 7d · Net gain or loss

    total -$40,232 · excluded -$40,232

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $6,696,237 · program services $4,471,638 · management and general $2,224,599 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $1,606,888 · program services $1,606,888

  • 7 · Other salaries and wages

    total $324,183,615 · program services $278,899,775 · management and general $45,283,840 · fundraising $0

  • 8 · Pension plan contributions

    total $15,469,661 · program services $12,277,604 · management and general $3,192,057 · fundraising $0

  • 9 · Other employee benefits

    total $31,563,227 · program services $23,231,481 · management and general $8,331,746 · fundraising $0

  • 10 · Payroll taxes

    total $16,629,279 · program services $13,688,813 · management and general $2,940,466 · fundraising $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $1,781,161 · program services $0 · management and general $1,781,161 · fundraising $0

  • 11c · Fees: accounting

    total $2,750 · program services $0 · management and general $2,750 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $51,960,333 · program services $36,789,093 · management and general $15,171,240 · fundraising $0

  • 12 · Advertising and promotion

    total $147,709 · program services $15,383 · management and general $132,326

  • 13 · Office expenses

    total $1,749,844 · program services $1,442,800 · management and general $307,044

  • 14 · Information technology

    total $2,220,587 · program services $449,241 · management and general $1,771,346

  • 16 · Occupancy

    total $19,450,460 · program services $16,316,803 · management and general $3,133,657

  • 17 · Travel

    total $585,365 · program services $311,229 · management and general $274,136

  • 19 · Conferences, conventions and meetings

    total $3,891,284 · program services $3,367,595 · management and general $523,689

  • 20 · Interest

    total $4,351 · program services $3,786 · management and general $565

  • 22 · Depreciation, depletion and amortization

    total $4,266,393 · program services $3,224,031 · management and general $1,042,362

  • 23 · Insurance

    total $4,938,929 · program services $4,481,111 · management and general $457,818

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $23,464,235 · program services $23,445,818 · management and general $18,417

  • 24b · Other expenses: GENERAL SUPPLIES

    total $2,019,169 · program services $1,721,651 · management and general $297,518

  • 24c · Other expenses: RECRUITMENT EXPENSE

    total $660,482 · program services $19,171 · management and general $641,311

  • 24d · Other expenses: EMPLOYEE RELATIONS

    total $442,819 · program services $60,228 · management and general $382,591

  • 24e · All other expenses

    total $508,547 · program services $300,767 · management and general $207,780 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$5,522,494 · end of year -$6,277,861

  • 4 · Accounts receivable

    beginning of year $21,299,485 · end of year $25,401,532

  • 5 · Loans and receivables from officers and key people

    beginning of year $2,121,772 · end of year $2,908,099

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $21,891,961 · end of year $30,896,546

  • 8 · Inventories for sale or use

    beginning of year $733,454 · end of year $53,949

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,486,947 · end of year $2,089,656

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

    $37,515,769

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

    $26,187,313

  • 10c · Land, buildings and equipment, net

    beginning of year $10,728,033 · end of year $11,328,456

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $13,161,789 · end of year $14,653,539

  • 15 · Other assets

    beginning of year $128,419,382 · end of year $127,836,691

  • 17 · Accounts payable and accrued expenses

    beginning of year $64,842,279 · end of year $86,734,496

  • 19 · Deferred revenue

    beginning of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $123,349,101 · end of year $122,581,828

  • 27 · Net assets without donor restrictions

    beginning of year $6,128,949 · end of year -$425,717

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

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.

Activities or mission (Part I)

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.

  • 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

    Expenses $426,124,906 · Revenue $488,090,274

As filed on the 2023 return.

Listed in Part VII

  • Chaitanya Mandapakala MD

    VICE CHAIR/PHYSICIAN/DIRECTOR

    Total calculated
    $865,471
    From this org
    $809,447
    From related orgs
    $0
    Other
    $56,024
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $716,803
    Bonus
    $67,458
    Other
    $25,186
    Deferred
    $18,300
    Nontaxable benefits
    $37,724
    Filer's total
    $865,471

  • Curtis Dorsch MD

    CHAIR/PHYSICIAN/DIRECTOR

    Total calculated
    $617,077
    From this org
    $562,363
    From related orgs
    $0
    Other
    $54,714
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $476,923
    Bonus
    $57,734
    Other
    $27,706
    Deferred
    $18,300
    Nontaxable benefits
    $36,414
    Filer's total
    $617,077

  • Heidi Murley MD

    PRESIDENT/CEO

    Total calculated
    $762,621
    From this org
    $0
    From related orgs
    $701,763
    Other
    $60,858
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $524,598 related
    Bonus
    $0 + $172,125 related
    Other
    $0 + $5,039 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $42,558 related
    Filer's total
    $0 + $762,621 related

  • Alvin Garrison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Amy Haney MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $349,218
    From this org
    $301,395
    From related orgs
    $0
    Other
    $47,823
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $241,433
    Bonus
    $30,197
    Other
    $29,764
    Deferred
    $18,300
    Nontaxable benefits
    $29,523
    Filer's total
    $349,217

  • Daniel Flora MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $715,396
    From this org
    $659,286
    From related orgs
    $0
    Other
    $56,110
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $597,345
    Bonus
    $45,674
    Other
    $16,267
    Deferred
    $18,300
    Nontaxable benefits
    $37,810
    Filer's total
    $715,396

  • Donald Price MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $485,536
    From this org
    $428,275
    From related orgs
    $0
    Other
    $57,261
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $347,575
    Bonus
    $54,378
    Other
    $26,322
    Deferred
    $18,300
    Nontaxable benefits
    $38,961
    Filer's total
    $485,536

  • Garren Colvin

    PRESIDENT/CEO ST. ELIZABETH HEALTHCARE

    Total calculated
    $1,427,146
    From this org
    $0
    From related orgs
    $1,378,100
    Other
    $49,046
    Hours/week
    4 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,221,751 related
    Bonus
    $0 + $128,297 related
    Other
    $0 + $28,052 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $30,746 related
    Filer's total
    $0 + $1,427,146 related

  • LaRoy Kendall MD

    DIRECTOR

    Total calculated
    $579,443
    From this org
    $0
    From related orgs
    $535,469
    Other
    $43,974
    Hours/week
    4 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $419,043 related
    Bonus
    $0 + $87,042 related
    Other
    $0 + $29,384 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $25,674 related
    Filer's total
    $0 + $579,443 related

  • Linda Hermiller MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $393,129
    From this org
    $338,915
    From related orgs
    $0
    Other
    $54,214
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $305,578
    Bonus
    $30,963
    Other
    $2,374
    Deferred
    $18,300
    Nontaxable benefits
    $35,914
    Filer's total
    $393,130

  • Lisa Arehart APRN

    APRN

    Total calculated
    $335,261
    From this org
    $292,352
    From related orgs
    $0
    Other
    $42,909
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $243,977
    Bonus
    $32,923
    Other
    $15,452
    Deferred
    $17,749
    Nontaxable benefits
    $25,160
    Filer's total
    $335,261

  • Lori Ritchey-Baldwin

    CFO St. Elizabeth Healthcare

    Total calculated
    $898,704
    From this org
    $0
    From related orgs
    $849,058
    Other
    $49,646
    Hours/week
    4 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $620,758 related
    Bonus
    $0 + $195,146 related
    Other
    $0 + $33,154 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $31,346 related
    Filer's total
    $0 + $898,705 related

  • Noreen Durrani MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $736,799
    From this org
    $679,439
    From related orgs
    $0
    Other
    $57,360
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $595,796
    Bonus
    $79,497
    Other
    $4,146
    Deferred
    $18,300
    Nontaxable benefits
    $39,060
    Filer's total
    $736,799

  • Robert Wagner MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $255,120
    From this org
    $220,143
    From related orgs
    $0
    Other
    $34,977
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $175,866
    Bonus
    $18,795
    Other
    $25,482
    Deferred
    $0
    Nontaxable benefits
    $34,977
    Filer's total
    $255,119

  • Sonia Chopra MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $609,790
    From this org
    $565,728
    From related orgs
    $0
    Other
    $44,062
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $504,720
    Bonus
    $36,168
    Other
    $24,840
    Deferred
    $18,300
    Nontaxable benefits
    $25,762
    Filer's total
    $609,791

  • Stacey Bishop-Yeatman MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $417,114
    From this org
    $361,295
    From related orgs
    $0
    Other
    $55,819
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $300,553
    Bonus
    $34,712
    Other
    $26,030
    Deferred
    $18,300
    Nontaxable benefits
    $37,519
    Filer's total
    $417,115

  • Thom Bunnell MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $461,954
    From this org
    $408,804
    From related orgs
    $0
    Other
    $53,150
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $351,994
    Bonus
    $31,595
    Other
    $25,215
    Deferred
    $18,300
    Nontaxable benefits
    $34,850
    Filer's total
    $461,954

  • Vickie Chan MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $454,368
    From this org
    $403,073
    From related orgs
    $0
    Other
    $51,295
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $359,628
    Bonus
    $40,923
    Other
    $2,522
    Deferred
    $18,300
    Nontaxable benefits
    $32,995
    Filer's total
    $454,368

  • Bruce Henley

    CFO/TREASURER

    Total calculated
    $435,658
    From this org
    $0
    From related orgs
    $387,763
    Other
    $47,895
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $345,913 related
    Bonus
    $0 + $8,003 related
    Other
    $0 + $33,847 related
    Deferred
    $0 + $17,659 related
    Nontaxable benefits
    $0 + $30,235 related
    Filer's total
    $0 + $435,658 related

  • Jacob Bast

    COO/SECRETARY

    Total calculated
    $612,351
    From this org
    $0
    From related orgs
    $559,592
    Other
    $52,759
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $436,944 related
    Bonus
    $0 + $119,757 related
    Other
    $0 + $2,891 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $34,459 related
    Filer's total
    $0 + $612,351 related

  • Anthony Alvarez MD

    PHYSICIAN

    Total calculated
    $1,224,358
    From this org
    $1,164,096
    From related orgs
    $0
    Other
    $60,262
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,032,444
    Bonus
    $98,598
    Other
    $33,054
    Deferred
    $18,300
    Nontaxable benefits
    $41,962
    Filer's total
    $1,224,358

  • Colleen Darnell MD

    PHYSICIAN

    Total calculated
    $1,228,269
    From this org
    $1,181,991
    From related orgs
    $0
    Other
    $46,278
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,098,798
    Bonus
    $80,853
    Other
    $2,340
    Deferred
    $18,300
    Nontaxable benefits
    $27,978
    Filer's total
    $1,228,269

  • Neal Moser MD

    PHYSICIAN

    Total calculated
    $1,686,189
    From this org
    $1,633,417
    From related orgs
    $0
    Other
    $52,772
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,424,314
    Bonus
    $177,879
    Other
    $31,224
    Deferred
    $18,300
    Nontaxable benefits
    $34,472
    Filer's total
    $1,686,190

  • Pratish Shah MD

    PHYSICIAN

    Total calculated
    $1,245,735
    From this org
    $1,192,873
    From related orgs
    $0
    Other
    $52,862
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,074,169
    Bonus
    $91,729
    Other
    $26,976
    Deferred
    $18,300
    Nontaxable benefits
    $34,562
    Filer's total
    $1,245,735

  • William Willmott MD

    PHYSICIAN

    Total calculated
    $1,496,016
    From this org
    $1,441,904
    From related orgs
    $0
    Other
    $54,112
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,217,717
    Bonus
    $194,495
    Other
    $29,693
    Deferred
    $18,300
    Nontaxable benefits
    $35,812
    Filer's total
    $1,496,016

  • Douglas Flora MD

    PHYSICIAN/ Former Executive Medical Director

    Total calculated
    $873,170
    From this org
    $816,622
    From related orgs
    $0
    Other
    $56,548
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $706,802
    Bonus
    $82,979
    Other
    $26,841
    Deferred
    $18,300
    Nontaxable benefits
    $38,248
    Filer's total
    $873,170

  • Susan Oakley

    Former Vice Chair

    Total calculated
    $733,718
    From this org
    $687,440
    From related orgs
    $0
    Other
    $46,278
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $629,661
    Bonus
    $55,439
    Other
    $2,340
    Deferred
    $18,300
    Nontaxable benefits
    $27,978
    Filer's total
    $733,718

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 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 5a · Pay contingent on this organization's revenues

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 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

The filer's explanations (Part III)

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.

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.

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.

  • SEP NEPHROLOGY HOLDINGS LLC

    HOLDING COMPANY · KY · income $72,762 · assets $0

    Directly controlled by SUMMIT MEDICAL GROUP INC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Healthcare Solutions Network LLC

    Related · PHO · OH

    Directly controlled by HSN

  • Preferred Lab Partners LLC

    Related · Laboratory · KY

    Directly controlled by NA

  • Bioskills Lab LLC

    Related · Bioskills Lab · KY

    Directly controlled by SEMC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • St Elizabeth Provider Network Inc

    C Corporation · Physician-Hospital Org. · KY · controlled entity

    Directly controlled by St Elizabeth Medical Center Inc

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202443209349304539

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