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Nonprofiteer
← SUMMIT MEDICAL FITNESS CENTER

Form 990 for tax year 2022

Filed by SUMMIT MEDICAL FITNESS CENTER.

Totals

Total revenue
$5,812,172
Total expenses
$6,997,384
Contributions and grants received
$380,221
Grants paid
$3,594
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)
$5,827,017
Management and general expenses
$1,170,367
Fundraising expenses
$0
Program service expenses (Part III)
$5,827,017

Program services were 83.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CRAIG LAMBRECHT

    SYSTEM CEO

    Total calculated
    $1,287,919
    From this org
    $0
    From related orgs
    $1,250,055
    Other
    $37,864
    Hours/week
    1.25 + 46.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $963,668 related
    Bonus
    $0 + $286,387 related
    Other
    $0
    Deferred
    $0 + $20,678 related
    Nontaxable benefits
    $0 + $17,186 related
    Filer's total
    $0 + $1,287,919 related

  • STANLEY MAKMAN

    TRUSTEE

    Total calculated
    $605,631
    From this org
    $0
    From related orgs
    $605,631
    Other
    $0
    Hours/week
    0.25 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $605,631 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $605,631 related

  • ADAM SMITH DO

    TRUSTEE

    Total calculated
    $387,124
    From this org
    $0
    From related orgs
    $360,301
    Other
    $26,823
    Hours/week
    0.25 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $312,701 related
    Bonus
    $0 + $47,600 related
    Other
    $0
    Deferred
    $0 + $10,339 related
    Nontaxable benefits
    $0 + $16,484 related
    Filer's total
    $0 + $387,124 related

  • RHONDA SWANEY

    CHAIR

    Total calculated
    $0
    Hours/week
    0.25

  • MICHAEL GOGUEN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.25

  • CAROL DONALDSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • MICHELLE HARRIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • JANE KARAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • MARTHA KATZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • CHARLES LUDDEN MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • LARRY MCEVOY MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • CRAIG BOYER

    SYSTEM CFO PART YEAR

    Total calculated
    $697,064
    From this org
    $0
    From related orgs
    $672,222
    Other
    $24,842
    Hours/week
    1.25 + 46.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $571,088 related
    Bonus
    $0 + $101,134 related
    Other
    $0
    Deferred
    $0 + $16,474 related
    Nontaxable benefits
    $0 + $8,368 related
    Filer's total
    $0 + $697,064 related

  • COLE TURNER

    SYSTEM CFO

    Total calculated
    $459,472
    From this org
    $0
    From related orgs
    $453,733
    Other
    $5,739
    Hours/week
    1.25 + 46.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $133,733 related
    Bonus
    $0 + $320,000 related
    Other
    $0
    Deferred
    $0 + $1,442 related
    Nontaxable benefits
    $0 + $4,297 related
    Filer's total
    $0 + $459,472 related

  • BRAD ROY

    EXECUTIVE DIRECTOR THE SUMMIT

    Total calculated
    $201,399
    From this org
    $176,063
    From related orgs
    $0
    Other
    $25,336
    Hours/week
    32.5 + 17.5 related

    Schedule J breakdown matched by us

    Base
    $157,378
    Bonus
    $18,685
    Other
    $0
    Deferred
    $9,421
    Nontaxable benefits
    $15,915
    Filer's total
    $201,399

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 · First-class or charter travel
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation survey or study
  • 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)

PART I, LINE 1A
FIRST CLASS OR CHARTER TRAVEL - SMFC DOES NOT PROVIDE FIRST CLASS TRAVEL. CHARTER TRAVEL IS UTILIZED FOR THESE INDIVIDUALS WHEN A GROUP IS FLYING TOGETHER TO A CONFERENCE OR MEETING AND IT IS LESS EXPENSIVE THAN FLYING COMMERCIAL OR NO COMMERCIAL FLIGHT IS AVAILABLE. THIS WAS NOT INCLUDED AS TAXABLE COMPENSATION AS IT WAS BUSINESS RELATED. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - THE MEMBERS OF SFMC'S ADMINISTRATIVE TEAM RECEIVE A FREE MEMBERSHIP TO THE SUMMIT MEDICAL FITNESS CENTER.
PART I, LINE 4B
CRAIG LAMBRECHT AND BRAD ROY PARTICIPATED IN A SECTION 457(F) DEFERRED COMPENSATION PLAN BUT RECEIVED NO PAYMENTS. A COMMITTEE APPOINTED BY THE BOARD OF TRUSTEES SELECTS THE PLAN'S PARTICIPANTS FROM A SELECT GROUP OF MANAGEMENT AND HIGHLY COMPENSATED EMPLOYEES. THE EMPLOYER WILL CONTRIBUTE TO THE PLAN BASED ON THE TERMS OF THE PARTICIPANT'S INCENTIVE COMPENSATION PLAN. THE FUNDS IN THE PARTICIPANT'S NON-RETIREMENT ACCOUNT ARE DISTRIBUTABLE IN THE THIRD YEAR AFTER THE PARTICIPANT PERFORMS THE SERVICES ATTRIBUTABLE TO THE DEFERRED COMPENSATION. THE PARTICIPANT CAN DEFER DISTRIBUTION. THE FUNDS IN THE PARTICIPANT'S RETIREMENT ACCOUNT ARE DISTRIBUTABLE WHEN THE PARTICIPANT SEPARATES FROM SERVICE. A PARTICIPANT'S NON-RETIREMENT ACCOUNT VESTS AT THE EARLIER OF THE PARTICIPANT'S DEATH, DISABILITY, OR ELECTED DISTRIBUTION DATE. A PARTICIPANT'S RETIREMENT ACCOUNT VESTS UPON THE COMPLETION OF FIVE YEARS OF SERVICE AS A SENIOR EXECUTIVE OR, IF EARLIER, THE PARTICIPANT'S DEATH OR DISABILITY. ANY AMOUNT CREDITED TO THE PARTICIPANT'S ACCOUNT IS TAXABLE ON THE VESTING DATE, REGARDLESS OF WHETHER THE AMOUNT DISTRIBUTABLE AT THAT TIME.
PART I, LINE 7
BONUS PLANS ADMIN AND MGMT-BASED ON A NUMBER OF FACTORS INCLUDING BUT NOT LIMITED TO: QUALITY AND FINANCIAL INDICATORS INCLUDING DEPARTMENT SPECIFIC GOALS AND INITIATIVES, PATIENT SATISFACTION, PRODUCTIVITY, EMPLOYEE SATISFACTION, AND EMPLOYEE EVALUATION TIMELINESS. SUCCESSFUL IMPLEMENTATION OF COMPANY FISCAL YEAR ACTION PLANS AND THE OVERALL FINANCIAL HEALTH AND STABILITY OF THE ORGANIZATION.

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
2022
Filed
15 February 2024
IRS schema version
2022v5.0
Source object
202410469349302326

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