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Nonprofiteer
← SUMMIT PHYSICIAN SERVICES

Form 990 for tax year 2023

Filed by SUMMIT PHYSICIAN SERVICES.

Totals

Total revenue
$95,614,761
Total expenses
$98,480,701
Contributions and grants received
$51,560
Grants paid
$0
Program services expenses (Part IX)
$91,283,320
Management and general expenses
$7,197,381
Fundraising expenses
$0
Program service expenses (Part III)
$91,283,320

Program services were 92.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANTHONY AQUILINA DO

    EXEC. VP & CHIEF PHYSICIAN EXECUTIVE

    Total calculated
    $1,334,325
    From this org
    $0
    From related orgs
    $1,255,881
    Other
    $78,444
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $812,196 related
    Bonus
    $0 + $408,000 related
    Other
    $0 + $35,685 related
    Deferred
    $0 + $18,277 related
    Nontaxable benefits
    $0 + $60,167 related
    Filer's total
    $0 + $1,334,325 related

  • TARA ASSI PA-C

    DIRECTOR

    Total calculated
    $225,734
    From this org
    $0
    From related orgs
    $165,103
    Other
    $60,631
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $148,553 related
    Bonus
    $0 + $16,500 related
    Other
    $0 + $50 related
    Deferred
    $0 + $10,339 related
    Nontaxable benefits
    $0 + $50,292 related
    Filer's total
    $0 + $225,734 related

  • AMBER BILLET MD

    DIRECTOR

    Total calculated
    $424,434
    From this org
    $0
    From related orgs
    $359,132
    Other
    $65,302
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $358,742 related
    Bonus
    $0 + $390 related
    Other
    $0
    Deferred
    $0 + $19,709 related
    Nontaxable benefits
    $0 + $45,593 related
    Filer's total
    $0 + $424,434 related

  • H WALLACE BRUBAKER

    DIRECTOR (UNTIL DEC. '23)

    Total calculated
    $290,287
    From this org
    $0
    From related orgs
    $231,796
    Other
    $58,491
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,237 related
    Bonus
    $0 + $32,583 related
    Other
    $0 + $13,976 related
    Deferred
    $0 + $13,392 related
    Nontaxable benefits
    $0 + $45,099 related
    Filer's total
    $0 + $290,287 related

  • ALMIRA CONTRACTOR MD

    CHAIR

    Total calculated
    $323,589
    From this org
    $0
    From related orgs
    $260,157
    Other
    $63,432
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $234,059 related
    Bonus
    $0 + $26,098 related
    Other
    $0
    Deferred
    $0 + $14,921 related
    Nontaxable benefits
    $0 + $48,511 related
    Filer's total
    $0 + $323,589 related

  • ANGELA HEILAND MD

    CHAIR (UNTIL DEC. '23)

    Total calculated
    $360,136
    From this org
    $0
    From related orgs
    $300,785
    Other
    $59,351
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,923 related
    Bonus
    $0 + $35,862 related
    Other
    $0
    Deferred
    $0 + $16,995 related
    Nontaxable benefits
    $0 + $42,356 related
    Filer's total
    $0 + $360,136 related

  • JULIAN ESTEBAN MD

    DIRECTOR

    Total calculated
    $794,737
    From this org
    $0
    From related orgs
    $719,881
    Other
    $74,856
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $661,381 related
    Bonus
    $0 + $58,500 related
    Other
    $0
    Deferred
    $0 + $18,298 related
    Nontaxable benefits
    $0 + $56,558 related
    Filer's total
    $0 + $794,737 related

  • STEPHEN FLACK MD

    VICE CHAIR

    Total calculated
    $699,551
    From this org
    $12,532
    From related orgs
    $612,677
    Other
    $74,342
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $12,147 + $408,104 related
    Bonus
    $385 + $204,323 related
    Other
    $0 + $250 related
    Deferred
    $842 + $19,051 related
    Nontaxable benefits
    $2,281 + $52,168 related
    Filer's total
    $15,655 + $683,896 related

  • LESLEY HUGHES MD

    DIRECTOR

    Total calculated
    $617,827
    From this org
    $0
    From related orgs
    $562,310
    Other
    $55,517
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $562,260 related
    Bonus
    $0
    Other
    $0 + $50 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $35,717 related
    Filer's total
    $0 + $617,827 related

  • ROBERT KNIPE DO

    DIRECTOR

    Total calculated
    $807,815
    From this org
    $0
    From related orgs
    $735,323
    Other
    $72,492
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $723,073 related
    Bonus
    $0 + $12,250 related
    Other
    $0
    Deferred
    $0 + $17,515 related
    Nontaxable benefits
    $0 + $54,977 related
    Filer's total
    $0 + $807,815 related

  • ROBERT PARGAMENT MD

    DIRECTOR

    Total calculated
    $359,587
    From this org
    $0
    From related orgs
    $294,281
    Other
    $65,306
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $289,240 related
    Bonus
    $0
    Other
    $0 + $5,041 related
    Deferred
    $0 + $16,475 related
    Nontaxable benefits
    $0 + $48,831 related
    Filer's total
    $0 + $359,587 related

  • ROXANNA GAPSTUR PHD RN

    PRESIDENT & CEO - WELLSPAN HEALTH

    Total calculated
    $3,123,984
    From this org
    $0
    From related orgs
    $3,023,715
    Other
    $100,269
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,654,407 related
    Bonus
    $0 + $1,111,800 related
    Other
    $0 + $257,508 related
    Deferred
    $0 + $14,469 related
    Nontaxable benefits
    $0 + $85,800 related
    Filer's total
    $0 + $3,123,984 related

  • LAURA BUCZKOWSKI

    EXECUTIVE VP & CFO - WELLSPAN HEALTH

    Total calculated
    $1,336,194
    From this org
    $0
    From related orgs
    $1,256,714
    Other
    $79,480
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $796,549 related
    Bonus
    $0 + $382,500 related
    Other
    $0 + $77,665 related
    Deferred
    $0 + $18,101 related
    Nontaxable benefits
    $0 + $61,379 related
    Filer's total
    $0 + $1,336,194 related

  • AMY NELSON

    SECRETARY/SR VP & GENERAL COUNSEL

    Total calculated
    $942,746
    From this org
    $0
    From related orgs
    $846,535
    Other
    $96,211
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $548,624 related
    Bonus
    $0 + $222,525 related
    Other
    $0 + $75,386 related
    Deferred
    $0 + $42,139 related
    Nontaxable benefits
    $0 + $54,072 related
    Filer's total
    $0 + $942,746 related

  • DUANE BRITTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LARRY MILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SRIKANTH HOSUR MD

    DIRECTOR

    Total calculated
    $761,847
    From this org
    $0
    From related orgs
    $707,865
    Other
    $53,982
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $522,371 related
    Bonus
    $0 + $134,870 related
    Other
    $0 + $50,624 related
    Deferred
    $0 + $19,039 related
    Nontaxable benefits
    $0 + $34,943 related
    Filer's total
    $0 + $761,847 related

  • NADEEM QUAZI MD

    SURGEON

    Total calculated
    $1,291,782
    From this org
    $1,215,516
    From related orgs
    $0
    Other
    $76,266
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $693,141
    Bonus
    $374,764
    Other
    $147,611
    Deferred
    $17,008
    Nontaxable benefits
    $59,258
    Filer's total
    $1,291,782

  • JOSHUA DUNKLEBARGER MD

    OTOLARYNGOLOGIST

    Total calculated
    $1,164,907
    From this org
    $1,088,061
    From related orgs
    $0
    Other
    $76,846
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $947,439
    Bonus
    $0
    Other
    $140,622
    Deferred
    $16,754
    Nontaxable benefits
    $60,092
    Filer's total
    $1,164,907

  • BRAD CONNER MD

    SURGEON

    Total calculated
    $1,138,549
    From this org
    $1,052,776
    From related orgs
    $0
    Other
    $85,773
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $729,083
    Bonus
    $174,645
    Other
    $149,048
    Deferred
    $18,143
    Nontaxable benefits
    $67,630
    Filer's total
    $1,138,549

  • WAYNE LEDINH MD

    SURGEON

    Total calculated
    $1,106,133
    From this org
    $1,028,454
    From related orgs
    $0
    Other
    $77,679
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $662,833
    Bonus
    $230,350
    Other
    $135,271
    Deferred
    $18,023
    Nontaxable benefits
    $59,656
    Filer's total
    $1,106,133

  • AYLMER TANG MD

    CARDIAC INTERVENTIONALIST

    Total calculated
    $1,085,239
    From this org
    $1,020,212
    From related orgs
    $0
    Other
    $65,027
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $696,828
    Bonus
    $225,000
    Other
    $98,384
    Deferred
    $5,919
    Nontaxable benefits
    $59,108
    Filer's total
    $1,085,239

  • FARAAZ YOUSUF

    FORMER EXECUTIVE VP & COO

    Total calculated
    $1,121,629
    From this org
    $0
    From related orgs
    $1,061,597
    Other
    $60,032
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $1,045,354 related
    Bonus
    $0
    Other
    $0 + $16,243 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $60,032 related
    Filer's total
    $0 + $1,121,629 related

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 — 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 · Discretionary spending account
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE OFFICERS RECEIVE AN ALLOWANCE THAT CAN BE CONSIDERED A DISCRETIONARY SPENDING ACCOUNT. THE MONIES ARE IN LIEU OF AN AUTOMOBILE ALLOWANCE, TO PURCHASE ADDITIONAL LIFE INSURANCE, ETC. RESULTS FITNESS CLUB MEMBERSHIP IS AVAILABLE FREE OF CHARGE FOR ANY OFFICER AND ACTIVE BOARD MEMBER.
PART I, LINE 4B
THE WELLSPAN HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) WAS ADOPTED AND MADE EFFECTIVE ON DECEMBER 19TH, 2008. THE OBJECTIVE OF THE EXECUTIVE BENEFITS PROGRAM IS TO PROVIDE AN EXECUTIVE BENEFITS PROGRAM THAT IS COMPETITIVE WITH NATIONAL NORMS IN THE HEALTHCARE INDUSTRY FOR SIMILARLY SIZED ORGANIZATIONS ENABLING WELLSPAN HEALTH TO RECRUIT AND RETAIN TOP EXECUTIVE TALENT. TIER I EXECUTIVES ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. A DESCRIPTION OF THE TARGETED BENEFIT OF THE PLAN IS AS FOLLOWS: 1) PROVIDE AN EMPLOYER SPONSORED RETIREMENT BENEFIT THAT REPLACES 60% OF AVERAGE PRE-RETIREMENT (5 YEARS) BASE COMPENSATION THROUGH A COMBINED APPROACH UTILIZING WELLSPAN'S RETIREMENT PLAN, 50% OF SOCIAL SECURITY, SPLIT-DOLLAR LIFE INSURANCE BENEFIT, AND SUPPLEMENTAL EXECUTIVE RETIREMENT BENEFIT. 2) PROVIDES A MINIMUM BENEFIT AFTER 10 YEARS OF SERVICE. 3) PROVIDES THE FULL TARGETED BENEFIT AFTER 25 YEARS OF SERVICE. 4) BENEFIT IS VESTED WHEN ELIGIBLE EXECUTIVE REACHES AGE 65. THE BENEFIT IS ALSO VESTED UPON DEATH, DISABILITY, JOB ELIMINATION AND "TERMINATION FOR GOOD REASON". 5) CREDITED SERVICE GRANTED ON A 1:2 BASIS FOR PREVIOUS SERVICE IN AN ELIGIBLE TIER II POSITION. 6) TARGETED BENEFIT IS TO BE CALCULATED USING A 15 YEAR CERTAIN PAYOUT. 7) PAYOUT WILL BE IN A LUMP SUM. 8) PAYOUT WILL BE TAXABLE WHEN VESTED. DURING THE CALENDAR YEAR 2023, THERE WERE NO DISTRIBUTIONS FROM THE SERP. THE WELLSPAN HEALTH DEFINED CONTRIBUTION DEFERRED COMPENSATION PLAN WAS ADOPTED AND MADE EFFECTIVE AS OF JULY 1, 2017. THIS PLAN WILL REPLACE THE SERP. AS PART OF THE TRANSITION, EACH PARTICIPANT IN THE SERP WAS GIVEN A ONE-TIME CHOICE TO BE GRANDFATHERED IN THE SERP OR TRANSFER TO THE NEW WELLSPAN HEALTH DEFINED CONTRIBUTION DEFERRED COMPENSATION PLAN. THE OBJECTIVE OF THE WELLSPAN HEALTH DEFINED CONTRIBUTION DEFERRED COMPENSATION PLAN IS TO ATTRACT AND RETAIN EXECUTIVE AND UPPER-LEVEL MANAGEMENT EMPLOYEES OF OUTSTANDING ABILITY. TIERS I, II, III AND A SELECT GROUP OF TIER IV EMPLOYEES ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. A DESCRIPTION OF THE TARGETED BENEFIT OF THE PLAN IS AS FOLLOWS: 1)PROVIDE AN UNFUNDED DEFERRED COMPENSATION BENEFIT TO A SELECT GROUP OF MANAGEMENT AND HIGHLY COMPENSATED EMPLOYEES. 2)PLAN ACCOUNT CONTRIBUTIONS ARE CREDITED EACH YEAR TO A SUBACCOUNT, BASED UPON VARIOUS TIER LEVELS; TIER I, 22%, TIER II, 17%, TIER III, 12%, AND TIER IV, 8%. 3)PARTICIPANT ACCOUNTS ARE CREDITED INTEREST EACH YEAR BY APPLICATION OF THE 30-YEAR U.S. TREASURY RATE ON JUNE 30 OF THE PLAN YEAR THEN ENDING, PLUS ONE PERCENT (1%). 4)PARTICIPANT VESTING OCCURS ON THE EARLIER OF: A)JUNE 30TH OF THE FOURTH PLAN YEAR: 25% PER YEAR B)PARTICIPANT REACHES AGE 65. C)UPON DEATH, DISABILITY, JOB ELIMINATION AND "TERMINATION FOR GOOD REASON". 5)NON-ELECTIVE EMPLOYER CONTRIBUTIONS ARE ALSO PERMITTED. 6)PLAN DISTRIBUTIONS TO BE ADMINISTERED PER THE PLAN DOCUMENT. DURING THE CALENDAR YEAR 2023, THE FOLLOWING INDIVIDUALS RECEIVED DISTRIBUTIONS FROM THE DEFERRED COMPENSATION PLAN: ROXANNA GAPSTUR - $122,031 ADDITIONALLY, ANY VESTED PORTION OF CONTRIBUTIONS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE, ARE REFLECTED IN SCHEDULE J, PART II, COLUMN B(III).

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
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202511289349302071

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