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Nonprofiteer
← ST MARYS MEDICAL GROUP INC

Form 990 for tax year 2023

Filed by ST MARYS MEDICAL GROUP INC.

Totals

Total revenue
$45,277,335
Total expenses
$59,886,130
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$44,704,556
Investment income
$5,000
Other revenue
$567,779
Total assets, end of year
$13,926,036
Total liabilities, end of year
$10,925,157
Net assets or fund balances, end of year
$3,000,879
Program services expenses (Part IX)
$54,313,596
Management and general expenses
$5,572,534
Fundraising expenses
$0
Program service expenses (Part III)
$54,313,596

Program services were 90.7% 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.

  • 2a · Program service revenue: PHYSICIAN REVENUE

    total $44,704,556 · related or exempt $44,704,556

  • 6a · Gross rents

    real property $8,550

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $8,550

  • 6d · Net rental income or loss

    total $8,550 · excluded $8,550

  • 7a · Gross sales of assets other than inventory

    other assets $5,000

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

    other assets $0

  • 7c · Gain or loss

    other assets $5,000

  • 7d · Net gain or loss

    total $5,000 · excluded $5,000

  • 11a · Other revenue: OTHER RELATED REVENUE

    total $559,229 · related or exempt $559,229

  • 11e · Other revenue, total

    $559,229

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $4,655,009 · program services $4,004,523 · management and general $650,486

  • 7 · Other salaries and wages

    total $31,227,273 · program services $30,061,148 · management and general $1,166,125

  • 9 · Other employee benefits

    total $3,923,919 · program services $3,771,591 · management and general $152,328

  • 10 · Payroll taxes

    total $1,788,045 · program services $1,698,946 · management and general $89,099

  • 11b · Fees: legal

    total $11,084 · management and general $11,084

  • 11g · Fees: other

    total $10,575,330 · program services $7,620,256 · management and general $2,955,074

  • 12 · Advertising and promotion

    total $23,631 · program services $23,314 · management and general $317

  • 13 · Office expenses

    total $496,425 · program services $348,531 · management and general $147,894

  • 14 · Information technology

    total $241,144 · program services $187,160 · management and general $53,984

  • 16 · Occupancy

    total $3,147,975 · program services $3,084,726 · management and general $63,249

  • 17 · Travel

    total $50,888 · program services $48,848 · management and general $2,040

  • 19 · Conferences, conventions and meetings

    total $99,264 · program services $97,973 · management and general $1,291

  • 20 · Interest

    total $8,050 · program services $8,050

  • 22 · Depreciation, depletion and amortization

    total $396,517 · program services $229,521 · management and general $166,996

  • 23 · Insurance

    total $305,530 · program services $305,530

  • 24a · Other expenses: MEDICAL SUPPLIES EXP

    total $1,497,596 · program services $1,497,596

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $881,595 · program services $881,595

  • 24c · Other expenses: OTHER RELATED EXPENSES

    total $391,892 · program services $284,665 · management and general $107,227

  • 24d · Other expenses: SUBSCRIPTIONS AND DUES

    total $163,574 · program services $158,335 · management and general $5,239

  • 24e · All other expenses

    total $1,389 · program services $1,288 · management and general $101

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16,621 · end of year $1,442

  • 4 · Accounts receivable

    beginning of year $2,107,073 · end of year $3,290,313

  • 8 · Inventories for sale or use

    beginning of year $117,868 · end of year $226,334

  • 9 · Prepaid expenses and deferred charges

    beginning of year $630,123 · end of year $668,759

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

    $8,864,978

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

    $4,759,547

  • 10c · Land, buildings and equipment, net

    beginning of year $2,140,267 · end of year $4,105,431

  • 15 · Other assets

    beginning of year $11,320,403 · end of year $5,633,757

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,909,422 · end of year $5,159,440

  • 23 · Secured mortgages and notes payable

    beginning of year $52,195

  • 25 · Other liabilities

    beginning of year $13,340,614 · end of year $5,765,717

  • 27 · Net assets without donor restrictions

    beginning of year -$969,876 · end of year $3,000,879

Mission and programs · 2023

Mission

WE, TRINITY HEALTH GEORGIA AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES. ST. MARY'S MEDICAL GROUP IS A MEMBER OF THE TRINITY HEALTH GEORGIA AND TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE HEALTH CARE SERVICES

  • ST. MARY'S MEDICAL GROUP CONSISTS OF PRIMARY CARE OFFICES AS WELL AS SPECIALIST OFFICES THAT COVER A VAST GEOGRAPHIC REGION INCLUDING THE CLARKE/OCONEE COUNTY AREA, GREENE COUNTY, AND A LARGE SYSTEM OF SATELLITE OFFICES IN SURROUNDING COUNTIES FROM WALTON TO STEPHENS. THE MEDICAL PROFESSIONALS THAT COMPRISE ST. MARY'S MEDICAL GROUP PROUDLY UPHOLD THE MISSION AND VALUES OF TRINITY HEALTH GEORGIA AND ARE DEDICATED TO YOU, THE PATIENTS THEY SERVE. ST. MARY'S MEDICAL GROUP ADDRESSES LOCAL NEEDS FOR A CONTINUUM OF CARE IN MEDICAL SERVICES, INCLUDING CARDIOLOGY, ENDOCRINOLOGY, GYNECOLOGY, INDUSTRIAL MEDICINE, INFECTIOUS DISEASE, INTERNAL MEDICINE, NEUROLOGY, PEDIATRICS, PRIMARY CARE, AND GENERAL AND COLORECTAL SURGERY.PLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION ABOUT OUR SERVICES: WWW.STMARYSMEDICALGROUP.COM

    Expenses $54,313,596 · Revenue $45,263,785

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • STONISH PIERCE

    DIRECTOR; PRESIDENT & CEO

    Total calculated
    $916,778
    From this org
    $0
    From related orgs
    $778,059
    Other
    $138,719
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $473,856 related
    Bonus
    $0 + $223,750 related
    Other
    $0 + $80,453 related
    Deferred
    $0 + $109,787 related
    Nontaxable benefits
    $0 + $28,932 related
    Filer's total
    $0 + $916,778 related

  • BRITTAINY HORNE

    DIR; PRESIDENT, MEDICAL GROUP

    Total calculated
    $410,215
    From this org
    $0
    From related orgs
    $359,927
    Other
    $50,288
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $284,315 related
    Bonus
    $0 + $73,950 related
    Other
    $0 + $1,662 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $35,438 related
    Filer's total
    $0 + $410,215 related

  • CLAY CHAPPELL MD

    DIRECTOR; CARDIOLOGIST

    Total calculated
    $554,465
    From this org
    $533,690
    From related orgs
    $0
    Other
    $20,775
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $532,905
    Bonus
    $0
    Other
    $785
    Deferred
    $19,800
    Nontaxable benefits
    $975
    Filer's total
    $554,465

  • MATTHEW FARMER MD

    DIR; PHYSICIAN INTERNAL MEDICINE

    Total calculated
    $440,145
    From this org
    $389,102
    From related orgs
    $0
    Other
    $51,043
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $388,870
    Bonus
    $0
    Other
    $232
    Deferred
    $14,850
    Nontaxable benefits
    $36,193
    Filer's total
    $440,145

  • DAVID GAINES MD

    DIR; PHYSICIAN INTERNAL MEDICINE

    Total calculated
    $270,942
    From this org
    $223,093
    From related orgs
    $0
    Other
    $47,849
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $222,314
    Bonus
    $0
    Other
    $779
    Deferred
    $10,678
    Nontaxable benefits
    $37,171
    Filer's total
    $270,942

  • BRANDT HALBACH

    DIRECTOR; VICE PRESIDENT OPERATIONS

    Total calculated
    $239,701
    From this org
    $227,367
    From related orgs
    $0
    Other
    $12,334
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $189,242
    Bonus
    $37,740
    Other
    $385
    Deferred
    $10,214
    Nontaxable benefits
    $2,120
    Filer's total
    $239,701

  • RACHEL HUNT MD

    DIRECTOR; PHYSICIAN

    Total calculated
    $216,873
    From this org
    $92,062
    From related orgs
    $101,314
    Other
    $23,497
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $91,993 + $101,242 related
    Bonus
    $0
    Other
    $69 + $72 related
    Deferred
    $4,259 + $4,687 related
    Nontaxable benefits
    $6,485 + $8,066 related
    Filer's total
    $102,806 + $114,067 related

  • RYAN KATZ MD

    DIRECTOR; PHYSICIAN

    Total calculated
    $502,241
    From this org
    $450,990
    From related orgs
    $0
    Other
    $51,251
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $450,261
    Bonus
    $0
    Other
    $729
    Deferred
    $14,850
    Nontaxable benefits
    $36,401
    Filer's total
    $502,241

  • JOHN MORSEK

    DIR; MEDICAL DIR AMBULATORY CARE

    Total calculated
    $261,835
    From this org
    $220,843
    From related orgs
    $0
    Other
    $40,992
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $196,087
    Bonus
    $24,478
    Other
    $278
    Deferred
    $10,307
    Nontaxable benefits
    $30,685
    Filer's total
    $261,835

  • BRANDON TAYLOR MD

    DIRECTOR; PHYSICIAN

    Total calculated
    $382,203
    From this org
    $336,687
    From related orgs
    $0
    Other
    $45,516
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $336,455
    Bonus
    $0
    Other
    $232
    Deferred
    $14,850
    Nontaxable benefits
    $30,666
    Filer's total
    $382,203

  • RICHARD WHITE MD

    DIRECTOR; PHYSICIAN

    Total calculated
    $563,717
    From this org
    $524,373
    From related orgs
    $0
    Other
    $39,344
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $523,289
    Bonus
    $0
    Other
    $1,084
    Deferred
    $14,850
    Nontaxable benefits
    $24,494
    Filer's total
    $563,717

  • MICHAEL GUSHO

    TREAS AT 2/24; CFO SVC AREA SOUTH

    Total calculated
    $1,002,197
    From this org
    $0
    From related orgs
    $936,965
    Other
    $65,232
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $650,389 related
    Bonus
    $0 + $166,250 related
    Other
    $0 + $120,326 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $40,482 related
    Filer's total
    $0 + $1,002,197 related

  • JANICE DUNN

    TREASURER & CFO THROUGH 2/24

    Total calculated
    $394,670
    From this org
    $0
    From related orgs
    $350,886
    Other
    $43,784
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $340,370 related
    Bonus
    $0
    Other
    $0 + $10,516 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $28,934 related
    Filer's total
    $0 + $394,670 related

  • ELIZABETH SCHOEN

    SECRETARY; ASSOCIATE COUNSEL

    Total calculated
    $293,002
    From this org
    $0
    From related orgs
    $250,579
    Other
    $42,423
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,447 related
    Bonus
    $0 + $23,633 related
    Other
    $0 + $1,499 related
    Deferred
    $0 + $11,785 related
    Nontaxable benefits
    $0 + $30,638 related
    Filer's total
    $0 + $293,002 related

  • JOHN LAYHER MD

    CARDIOLOGIST

    Total calculated
    $812,102
    From this org
    $762,307
    From related orgs
    $0
    Other
    $49,795
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $759,464
    Bonus
    $0
    Other
    $2,843
    Deferred
    $24,750
    Nontaxable benefits
    $25,045
    Filer's total
    $812,102

  • AMIT SHAH MD

    CARDIOLOGIST

    Total calculated
    $847,957
    From this org
    $822,161
    From related orgs
    $0
    Other
    $25,796
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $819,576
    Bonus
    $0
    Other
    $2,585
    Deferred
    $24,750
    Nontaxable benefits
    $1,046
    Filer's total
    $847,957

  • PATRICK WILLIS MD

    CARDIOLOGIST

    Total calculated
    $894,628
    From this org
    $844,362
    From related orgs
    $0
    Other
    $50,266
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $843,370
    Bonus
    $0
    Other
    $992
    Deferred
    $18,434
    Nontaxable benefits
    $31,832
    Filer's total
    $894,628

  • L STEVEN LOWMAN MD

    PHYSICIAN

    Total calculated
    $767,324
    From this org
    $716,932
    From related orgs
    $0
    Other
    $50,392
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $713,681
    Bonus
    $0
    Other
    $3,251
    Deferred
    $24,750
    Nontaxable benefits
    $25,642
    Filer's total
    $767,324

  • ERICK AVELAR MD

    CARDIOLOGIST

    Total calculated
    $655,021
    From this org
    $602,750
    From related orgs
    $0
    Other
    $52,271
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $601,602
    Bonus
    $0
    Other
    $1,148
    Deferred
    $14,850
    Nontaxable benefits
    $37,421
    Filer's total
    $655,021

  • HIREN PATEL MD

    CARDIOLOGIST

    Total calculated
    $706,309
    From this org
    $653,312
    From related orgs
    $0
    Other
    $52,997
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $649,531
    Bonus
    $0
    Other
    $3,781
    Deferred
    $14,850
    Nontaxable benefits
    $38,147
    Filer's total
    $706,309

  • D MONTEZ CARTER

    FORMER OFFICER; TH OF NE PRES & CEO

    Total calculated
    $1,638,045
    From this org
    $0
    From related orgs
    $1,367,293
    Other
    $270,752
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $820,976 related
    Bonus
    $0 + $371,250 related
    Other
    $0 + $175,067 related
    Deferred
    $0 + $233,475 related
    Nontaxable benefits
    $0 + $37,277 related
    Filer's total
    $0 + $1,638,045 related

  • DAVID SPIVEY

    FORMER OFF;PRES SAINT AGNES THR 1/24

    Total calculated
    $965,098
    From this org
    $0
    From related orgs
    $916,565
    Other
    $48,533
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $699,276 related
    Bonus
    $0 + $75,000 related
    Other
    $0 + $142,289 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $23,783 related
    Filer's total
    $0 + $965,098 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, 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

  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
ST. MARY'S MEDICAL GROUP IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. ST. MARY'S MEDICAL GROUP'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF ST. MARY'S MEDICAL GROUP'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2023 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: D. MONTEZ CARTER - $73,923 MICHAEL GUSHO - $99,937 DAVID SPIVEY - $137,761 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2023 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: D. MONTEZ CARTER - $213,675 STONISH PIERCE - $94,937 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($330,000 FOR 2023). THE FOLLOWING PAYOUTS FOR 2023 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JANICE DUNN - $3,129 BRITTAINY HORNE - $786 STONISH PIERCE - $0

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
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202541339349302754

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