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Nonprofiteer
← SUMMIT MEDICAL GROUP INC

Form 990 for tax year 2024

Filed by SUMMIT MEDICAL GROUP INC.

Totals

Total revenue
$548,332,119
Total expenses
$547,093,808
Contributions and grants received
$67,923
Grants paid
$0
Program service revenue
$546,012,236
Investment income
$1,088,100
Other revenue
$1,163,860
Total assets, end of year
$234,616,272
Total liabilities, end of year
$213,440,999
Net assets or fund balances, end of year
$21,175,273
Program services expenses (Part IX)
$454,492,120
Management and general expenses
$92,601,688
Fundraising expenses
$0
Program service expenses (Part III)
$454,492,120

Program services were 83.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Chaitanya Mandapakala MD

    PHYSICIAN/VICE CHAIR

    Total calculated
    $1,020,035
    From this org
    $961,639
    From related orgs
    $0
    Other
    $58,396
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $842,799
    Bonus
    $93,750
    Other
    $25,090
    Deferred
    $19,800
    Nontaxable benefits
    $38,596
    Filer's total
    $1,020,035

  • Donald Price MD

    PHYSICIAN/CHAIR

    Total calculated
    $518,913
    From this org
    $459,367
    From related orgs
    $0
    Other
    $59,546
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $372,286
    Bonus
    $61,459
    Other
    $25,622
    Deferred
    $19,800
    Nontaxable benefits
    $39,746
    Filer's total
    $518,913

  • Heidi Murley MD

    PRESIDENT/CEO

    Total calculated
    $867,983
    From this org
    $0
    From related orgs
    $805,218
    Other
    $62,765
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $576,278 related
    Bonus
    $0 + $221,272 related
    Other
    $0 + $7,668 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $42,965 related
    Filer's total
    $0 + $867,983 related

  • Alvin Garrison

    DIRECTOR THRU JUNE 2024

    Total calculated
    $0
    Hours/week
    4

  • Amy Haney MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $361,993
    From this org
    $312,979
    From related orgs
    $0
    Other
    $49,014
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $224,995
    Bonus
    $34,402
    Other
    $53,582
    Deferred
    $18,537
    Nontaxable benefits
    $30,477
    Filer's total
    $361,993

  • Bradley Patterson MD

    PHYSICIAN/DIRECTOR AS OF JANUARY 2024

    Total calculated
    $410,208
    From this org
    $385,848
    From related orgs
    $0
    Other
    $24,360
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $327,614
    Bonus
    $45,314
    Other
    $12,920
    Deferred
    $19,800
    Nontaxable benefits
    $4,560
    Filer's total
    $410,208

  • Curtis Dorsch MD

    PHYSICIAN/DIRECTOR THRU MARCH 2024

    Total calculated
    $649,807
    From this org
    $590,104
    From related orgs
    $0
    Other
    $59,703
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $490,332
    Bonus
    $70,113
    Other
    $29,659
    Deferred
    $19,800
    Nontaxable benefits
    $39,903
    Filer's total
    $649,807

  • Daniel Flora MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $695,229
    From this org
    $633,530
    From related orgs
    $0
    Other
    $61,699
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $562,270
    Bonus
    $56,640
    Other
    $14,620
    Deferred
    $19,800
    Nontaxable benefits
    $41,899
    Filer's total
    $695,229

  • Garren Colvin

    SEH PRESIDENT/CEO

    Total calculated
    $1,709,972
    From this org
    $0
    From related orgs
    $1,657,850
    Other
    $52,122
    Hours/week
    4 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,306,811 related
    Bonus
    $0 + $309,649 related
    Other
    $0 + $41,390 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $32,322 related
    Filer's total
    $0 + $1,709,972 related

  • LaRoy Kendall MD

    SEH CHIEF MEDICAL OFFICER/DIRECTOR

    Total calculated
    $617,537
    From this org
    $0
    From related orgs
    $574,256
    Other
    $43,281
    Hours/week
    4 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $432,741 related
    Bonus
    $0 + $111,428 related
    Other
    $0 + $30,087 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $23,481 related
    Filer's total
    $0 + $617,537 related

  • Linda Hermiller-Steller MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $413,475
    From this org
    $378,121
    From related orgs
    $0
    Other
    $35,354
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $336,380
    Bonus
    $39,413
    Other
    $2,328
    Deferred
    $19,800
    Nontaxable benefits
    $15,554
    Filer's total
    $413,475

  • Lisa Arehart APRN

    APRN/DIRECTOR

    Total calculated
    $330,490
    From this org
    $284,241
    From related orgs
    $0
    Other
    $46,249
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $251,085
    Bonus
    $30,127
    Other
    $3,029
    Deferred
    $18,007
    Nontaxable benefits
    $28,242
    Filer's total
    $330,490

  • Lori Ritchey-Baldwin

    SEH EXECUTIVE VP/DIRECTOR

    Total calculated
    $878,579
    From this org
    $0
    From related orgs
    $826,289
    Other
    $52,290
    Hours/week
    4 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $568,122 related
    Bonus
    $0 + $221,009 related
    Other
    $0 + $37,158 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $32,490 related
    Filer's total
    $0 + $878,579 related

  • Noreen Durrani MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $760,964
    From this org
    $701,315
    From related orgs
    $0
    Other
    $59,649
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $622,321
    Bonus
    $76,020
    Other
    $2,974
    Deferred
    $19,800
    Nontaxable benefits
    $39,849
    Filer's total
    $760,964

  • Robert Wagner MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $235,823
    From this org
    $184,149
    From related orgs
    $0
    Other
    $51,674
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $137,983
    Bonus
    $25,425
    Other
    $20,741
    Deferred
    $13,852
    Nontaxable benefits
    $37,822
    Filer's total
    $235,823

  • Sonia Chopra MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $559,926
    From this org
    $514,922
    From related orgs
    $0
    Other
    $45,004
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $441,384
    Bonus
    $47,413
    Other
    $26,125
    Deferred
    $19,800
    Nontaxable benefits
    $25,204
    Filer's total
    $559,926

  • Stacey Bishop-Yeatman MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $430,111
    From this org
    $369,025
    From related orgs
    $0
    Other
    $61,086
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $301,214
    Bonus
    $42,195
    Other
    $25,616
    Deferred
    $19,800
    Nontaxable benefits
    $41,286
    Filer's total
    $430,111

  • Thom Bunnell DO

    PHYSICIAN/DIRECTOR

    Total calculated
    $463,211
    From this org
    $407,062
    From related orgs
    $0
    Other
    $56,149
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $343,221
    Bonus
    $40,729
    Other
    $23,112
    Deferred
    $19,800
    Nontaxable benefits
    $36,349
    Filer's total
    $463,211

  • Vickie Chan MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $541,093
    From this org
    $483,668
    From related orgs
    $0
    Other
    $57,425
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $435,541
    Bonus
    $45,201
    Other
    $2,926
    Deferred
    $19,800
    Nontaxable benefits
    $37,625
    Filer's total
    $541,093

  • Bruce Henley

    CFO/TREASURER

    Total calculated
    $419,669
    From this org
    $0
    From related orgs
    $368,866
    Other
    $50,803
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $312,068 related
    Bonus
    $0 + $24,921 related
    Other
    $0 + $31,877 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $31,003 related
    Filer's total
    $0 + $419,669 related

  • Jacob Bast

    SENIOR VP/COO/SECRETARY

    Total calculated
    $652,031
    From this org
    $0
    From related orgs
    $594,321
    Other
    $57,710
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $445,587 related
    Bonus
    $0 + $145,543 related
    Other
    $0 + $3,191 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $37,910 related
    Filer's total
    $0 + $652,031 related

  • Ann Beers MD

    PHYSICIAN/CHIEF MEDICAL OFFICER

    Total calculated
    $407,475
    From this org
    $381,285
    From related orgs
    $0
    Other
    $26,190
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $312,902
    Bonus
    $65,317
    Other
    $3,066
    Deferred
    $19,800
    Nontaxable benefits
    $6,390
    Filer's total
    $407,475

  • Colleen Darnell MD

    PHYSICIAN

    Total calculated
    $1,247,927
    From this org
    $1,189,381
    From related orgs
    $0
    Other
    $58,546
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,082,389
    Bonus
    $104,436
    Other
    $2,556
    Deferred
    $19,800
    Nontaxable benefits
    $38,746
    Filer's total
    $1,247,927

  • Ivan Bedoya-Apraez MD

    PHYSICIAN

    Total calculated
    $1,351,358
    From this org
    $1,297,012
    From related orgs
    $0
    Other
    $54,346
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,187,696
    Bonus
    $105,644
    Other
    $3,672
    Deferred
    $19,800
    Nontaxable benefits
    $34,546
    Filer's total
    $1,351,358

  • Neal Moser MD

    PHYSICIAN

    Total calculated
    $1,616,703
    From this org
    $1,567,729
    From related orgs
    $0
    Other
    $48,974
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,330,270
    Bonus
    $204,935
    Other
    $32,524
    Deferred
    $19,800
    Nontaxable benefits
    $29,174
    Filer's total
    $1,616,703

  • Pratish Shah MD

    PHYSICIAN

    Total calculated
    $1,331,251
    From this org
    $1,276,276
    From related orgs
    $0
    Other
    $54,975
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,139,992
    Bonus
    $106,758
    Other
    $29,526
    Deferred
    $19,800
    Nontaxable benefits
    $35,175
    Filer's total
    $1,331,251

  • William Willmott MD

    PHYSICIAN

    Total calculated
    $1,560,936
    From this org
    $1,502,584
    From related orgs
    $0
    Other
    $58,352
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,257,521
    Bonus
    $213,875
    Other
    $31,188
    Deferred
    $19,800
    Nontaxable benefits
    $38,552
    Filer's total
    $1,560,936

  • Douglas Flora MD

    PHYSICIAN/FORMER EXECUTIVE MEDICAL DIRECTOR

    Total calculated
    $897,079
    From this org
    $838,243
    From related orgs
    $0
    Other
    $58,836
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $712,082
    Bonus
    $99,975
    Other
    $26,186
    Deferred
    $19,800
    Nontaxable benefits
    $39,036
    Filer's total
    $897,079

  • Susan Oakley MD

    FORMER VICE CHAIR

    Total calculated
    $784,448
    From this org
    $743,075
    From related orgs
    $0
    Other
    $41,373
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $660,556
    Bonus
    $80,809
    Other
    $1,710
    Deferred
    $19,800
    Nontaxable benefits
    $21,573
    Filer's total
    $784,448

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
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

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.

Related partnerships

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

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.1
Source object
202503179349302640

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