Nonprofit · EIN 26-1858563
ST MARYS MEDICAL GROUP INC
Tax-exempt · ATHENS, GA 30606
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $48,187,638 | $68,297,394 | -$20,109,756 | $17,122,549 | $15,352,472 | $1,770,077 |
| June 30, 2024 | 990 | $45,277,335 | $59,886,130 | -$14,608,795 | $13,926,036 | $10,925,157 | $3,000,879 |
| June 30, 2023 | 990 | $40,964,792 | $56,389,141 | -$15,424,349 | $16,332,355 | $17,302,231 | -$969,876 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $47,448,246
- Investment income
- $0
- Net rental income
- $8,807
- Other revenue
- $739,392
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $4,920,366
- Other salaries and wages
- $33,908,451
- Salaries, compensation and benefits (total)
- $45,941,675
- Professional fundraising fees
- $0
- Occupancy
- $3,401,969
- Travel
- $86,703
- Depreciation
- $636,003
- Program services (functional)
- $57,453,191
- Management and general (functional)
- $10,844,203
Balance sheet and other
- Total assets, start of year
- $13,926,036
- Total assets, end of year
- $17,122,549
- Total liabilities, end of year
- $15,352,472
- Net assets, end of year
- $1,770,077
- Land, buildings and equipment
- $4,735,258
- Net assets without donor restrictions
- $1,770,077
- Gross receipts
- $48,187,638
- Employees
- 361
- Volunteers
- 0
- Year formed
- 2008
- State of legal domicile
- GA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| D MONTEZ CARTER | FORMER OFFICER; TH OF NE PRES & CEO Former | 0 | $0 | $1,378,384 | $281,062 |
| MICHAEL GUSHO | TREAS THR 12/24; CFO SVC AREA SOUTH Officer | 1 | $0 | $1,027,237 | $52,646 |
| DAVID SPIVEY | FORMER OFFICER Former | 0 | $0 | $656,763 | $387,968 |
| STONISH PIERCE | DIRECTOR; PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $801,650 | $192,627 |
| PATRICK WILLIS MD | CARDIOLOGIST Highest-paid employee | 48 | $909,541 | $0 | $46,548 |
| AMIT SHAH MD | CARDIOLOGIST Highest-paid employee | 50 | $928,650 | $0 | $21,471 |
| JOHN LAYHER MD | CARDIOLOGIST Key employee | 50 | $790,015 | $0 | $45,678 |
| L STEVEN LOWMAN MD | CARDIOLOGIST Highest-paid employee | 50 | $674,142 | $0 | $46,275 |
| HIREN PATEL MD | CARDIOLOGIST Highest-paid employee | 50 | $609,914 | $0 | $53,001 |
| ERICK AVELAR MD | CARDIOLOGIST Highest-paid employee | 50 | $602,468 | $0 | $59,589 |
| CLAY CHAPPELL MD | DIRECTOR; CARDIOLOGIST Trustee or director | 50 | $566,723 | $0 | $54,561 |
| RYAN KATZ MD | DIRECTOR; SURGEON Trustee or director | 50 | $491,305 | $0 | $53,820 |
| RICHARD WHITE MD | DIRECTOR; PHYSICIAN Trustee or director | 50 | $444,992 | $0 | $44,898 |
| JANICE DUNN | FORMER OFFICER Former | 0 | $0 | $411,298 | $68,504 |
| MATTHEW FARMER MD | DIR; CHAIR; PHYSICIAN INTERNAL MED Trustee or director, Officer | 50 | $397,383 | $0 | $53,612 |
8 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRITTAINY HORNE | DIR; PRESIDENT, MEDICAL GROUP Trustee or director, Officer | 50 | $0 | $389,181 | $53,203 |
| BRANDON TAYLOR MD | DIRECTOR; PHYSICIAN Trustee or director | 50 | $295,095 | $0 | $44,785 |
| DAVID GAINES MD | DIR; PHYSICIAN INTERNAL MEDICINE Trustee or director | 50 | $271,948 | $0 | $55,514 |
| ELIZABETH SCHOEN | SECRETARY; ASSOCIATE COUNSEL Officer | 1 | $0 | $267,189 | $50,188 |
| JOHN MORSEK MD | DIR; MEDICAL DIR AMBULATORY CARE Trustee or director | 50 | $263,547 | $0 | $47,836 |
| RACHEL HUNT MD | DIRECTOR; PHYSICIAN Trustee or director | 50 | $264,366 | $0 | $30,419 |
| BRANDT HALBACH | DIRECTOR; VICE PRESIDENT OPERATIONS Trustee or director | 50 | $243,511 | $0 | $17,974 |
| ELENA BARBERIS | TREAS AT 1/25;VP, FIN FL/GA AT 10/24 Officer | 1 | $0 | $59,597 | $5,685 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| D MONTEZ CARTER | FORMER OFFICER; TH OF NE PRES & CEO Former | 0 | $0 | $1,367,293 | $270,752 |
| MICHAEL GUSHO | TREAS AT 2/24; CFO SVC AREA SOUTH Officer | 1 | $0 | $936,965 | $65,232 |
| DAVID SPIVEY | FORMER OFF;PRES SAINT AGNES THR 1/24 Former | 0 | $0 | $916,565 | $48,533 |
| STONISH PIERCE | DIRECTOR; PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $778,059 | $138,719 |
| PATRICK WILLIS MD | CARDIOLOGIST Highest-paid employee | 49 | $844,362 | $0 | $50,266 |
| AMIT SHAH MD | CARDIOLOGIST Highest-paid employee | 50 | $822,161 | $0 | $25,796 |
| JOHN LAYHER MD | CARDIOLOGIST Key employee | 50 | $762,307 | $0 | $49,795 |
| L STEVEN LOWMAN MD | PHYSICIAN Highest-paid employee | 50 | $716,932 | $0 | $50,392 |
| HIREN PATEL MD | CARDIOLOGIST Highest-paid employee | 50 | $653,312 | $0 | $52,997 |
| ERICK AVELAR MD | CARDIOLOGIST Highest-paid employee | 50 | $602,750 | $0 | $52,271 |
| RICHARD WHITE MD | DIRECTOR; PHYSICIAN Trustee or director | 50 | $524,373 | $0 | $39,344 |
| CLAY CHAPPELL MD | DIRECTOR; CARDIOLOGIST Trustee or director | 50 | $533,690 | $0 | $20,775 |
| RYAN KATZ MD | DIRECTOR; PHYSICIAN Trustee or director | 50 | $450,990 | $0 | $51,251 |
| MATTHEW FARMER MD | DIR; PHYSICIAN INTERNAL MEDICINE Trustee or director | 50 | $389,102 | $0 | $51,043 |
| BRITTAINY HORNE | DIR; PRESIDENT, MEDICAL GROUP Trustee or director, Officer | 50 | $0 | $359,927 | $50,288 |
| JANICE DUNN | TREASURER & CFO THROUGH 2/24 Officer | 1 | $0 | $350,886 | $43,784 |
| BRANDON TAYLOR MD | DIRECTOR; PHYSICIAN Trustee or director | 50 | $336,687 | $0 | $45,516 |
| ELIZABETH SCHOEN | SECRETARY; ASSOCIATE COUNSEL Officer | 1 | $0 | $250,579 | $42,423 |
| DAVID GAINES MD | DIR; PHYSICIAN INTERNAL MEDICINE Trustee or director | 50 | $223,093 | $0 | $47,849 |
| JOHN MORSEK | DIR; MEDICAL DIR AMBULATORY CARE Trustee or director | 50 | $220,843 | $0 | $40,992 |
| BRANDT HALBACH | DIRECTOR; VICE PRESIDENT OPERATIONS Trustee or director | 50 | $227,367 | $0 | $12,334 |
| RACHEL HUNT MD | DIRECTOR; PHYSICIAN Trustee or director | 50 | $92,062 | $101,314 | $23,497 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PATRICK WILLIS MD | CARDIOLOGIST Highest-paid employee | 49 | $1,036,776 | $0 | $48,622 |
| AMIT SHAH MD | CARDIOLOGIST Highest-paid employee | 50 | $985,514 | $0 | $23,937 |
| D MONTEZ CARTER | DIR/PRES THR9/22;PRES THONE AT 10/22 Trustee or director, Officer | 1 | $0 | $773,045 | $221,824 |
| DAVID SPIVEY | DIR & INT PRES 10/22-4/23;TH CONSULT Trustee or director, Officer | 1 | $0 | $887,462 | $64,057 |
| JOHN LAYHER MD | CARDIOLOGIST Key employee | 50 | $880,504 | $0 | $46,635 |
| L STEVEN LOWMAN MD | PHYSICIAN Highest-paid employee | 50 | $815,988 | $0 | $47,231 |
| ERICK AVELAR MD | CARDIOLOGIST Highest-paid employee | 50 | $689,824 | $0 | $48,833 |
| HIREN PATEL MD | CARDIOLOGIST Highest-paid employee | 50 | $683,582 | $0 | $45,711 |
| CLAY CHAPPELL MD | DIRECTOR AS OF 11/22; CARDIOLOGIST Trustee or director | 50 | $683,190 | $0 | $19,291 |
| RICHARD WHITE MD | DIRECTOR AS OF 11/22; PHYSICIAN Trustee or director | 50 | $541,097 | $0 | $38,349 |
| STONISH PIERCE | COO HCH THR3/23;DIR/PRES/CEO AT 4/23 Trustee or director, Officer | 1 | $0 | $456,331 | $24,854 |
| RYAN KATZ MD | DIRECTOR AS OF 11/22; PHYSICIAN Trustee or director | 50 | $437,339 | $0 | $43,719 |
| JANICE DUNN | TREASURER & CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $413,411 | $45,326 |
| MATTHEW FARMER MD | DIR AT 11/22;PHYSICIAN INTERNAL MED Trustee or director | 50 | $372,316 | $0 | $47,979 |
| DAVID GAINES MD | DIR AT 11/22;PHYSICIAN INTERNAL MED Trustee or director | 50 | $318,099 | $0 | $49,424 |
| BRITTAINY HORNE | DIR; PRESIDENT, MEDICAL GROUP Trustee or director, Officer | 50 | $0 | $319,872 | $47,526 |
| BRANDON TAYLOR MD | DIRECTOR AS OF 11/22; PHYSICIAN Trustee or director | 50 | $299,073 | $0 | $42,733 |
| CHARMI PATEL MD | DIRECTOR AS OF 11/22; PHYSICIAN Trustee or director | 50 | $277,466 | $0 | $16,095 |
| JOHN MORSEK | DIR AT11/22;MED DIR AMBULATORY CARE Trustee or director | 50 | $211,509 | $0 | $44,378 |
| BRANDT HALBACH | DIRECTOR AS OF 11/22; VP OPERATIONS Trustee or director | 50 | $222,795 | $0 | $11,515 |
| ELIZABETH SCHOEN | SECREATRY; ASSOCIATE COUNSEL Officer | 1 | $0 | $179,988 | $33,609 |
| RACHEL HUNT MD | DIRECTOR AS OF 11/22; PHYSICIAN Trustee or director | 50 | $0 | $169,489 | $21,490 |
Address and contacts
- Address (IRS master file)
- 1230 BAXTER ST, ATHENS, GA 30606-3712
- In care of
- % THOMAS E FITZ
- Principal officer (990 for 2024)
- STONISH PIERCE, 1230 BAXTER STREET, ATHENS, GA 306063791
- Signed the 990
- ELENA BARBERIS, TREASURER AND VP FINANCE
- Phone
- (706) 389-3939
- Website
- WWW.STMARYSMEDICALGROUP.COM
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.
Program accomplishments
- 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 FRANKLIN. 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, GASTROENTEROLOGY, GYNECOLOGY, INFECTIOUS DISEASE, INTERNAL MEDICINE, NEONATOLOGY, NEUROLOGY, NEUROSURGERY, ORTHOPEDICS, PATHOLOGY, PEDIATRICS, PRIMARY CARE, RHEUMATOLOGY, AND GENERAL AND COLORECTAL SURGERY.PLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION ABOUT OUR SERVICES: WWW.STMARYSMEDICALGROUP.COMExpenses $57,453,191 · revenue $48,178,831
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-1858563
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2013
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E30)
- Assets (IRS master file)
- $17,122,549
- Income (IRS master file)
- $48,187,638
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $48,187,638 | $68,297,394 | $17,122,549 | IRS |
| 990 | June 2024 | $45,277,335 | $59,886,130 | $13,926,036 | IRS |
| 990 | June 2023 | $40,964,792 | $56,389,141 | $16,332,355 | XML |
| 990 | June 2022 | $41,258,543 | $51,957,538 | $11,827,476 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-1858563).
Questions about ST MARYS MEDICAL GROUP INC
- What is the EIN of ST MARYS MEDICAL GROUP INC?
- The employer identification number (EIN) of ST MARYS MEDICAL GROUP INC is 26-1858563.
- Is ST MARYS MEDICAL GROUP INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to ST MARYS MEDICAL GROUP INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST MARYS MEDICAL GROUP INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ST MARYS MEDICAL GROUP INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST MARYS MEDICAL GROUP INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ST MARYS MEDICAL GROUP INC?
- The 990 for the year ended June 30, 2025 names STONISH PIERCE.
- Who are the officers and directors of ST MARYS MEDICAL GROUP INC?
- The 990 for the year ended June 30, 2025 lists 23 people; 15 received compensation from the organization.
- How much revenue does ST MARYS MEDICAL GROUP INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $48,187,638, expenses of $68,297,394 and total assets of $17,122,549 at year end.
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