Nonprofit · EIN 61-1300608
SUMMIT MEDICAL GROUP INC
Tax-exempt · ERLANGER, KY 41018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $548,332,119 | $547,093,808 | $1,238,311 | $234,616,272 | $213,440,999 | $21,175,273 |
| December 31, 2023 | 990 | $488,811,199 | $514,243,325 | -$25,432,126 | $208,890,607 | $209,316,324 | -$425,717 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $67,923
- of which government grants
- $67,923
- Program service revenue
- $546,012,236
- Investment income
- $1,088,100
- Net rental income
- $1,163,860
- Other revenue
- $1,163,860
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $7,798,753
- Other salaries and wages
- $342,342,324
- Salaries, compensation and benefits (total)
- $426,990,882
- Professional fundraising fees
- $0
- Legal fees
- $1,695,189
- Accounting fees
- $3,500
- Occupancy
- $24,578,851
- Travel
- $637,221
- Depreciation
- $6,180,638
- Program services (functional)
- $454,492,120
- Management and general (functional)
- $92,601,688
Balance sheet and other
- Total assets, start of year
- $208,890,607
- Total assets, end of year
- $234,616,272
- Total liabilities, end of year
- $213,440,999
- Net assets, end of year
- $21,175,273
- Land, buildings and equipment
- $18,088,761
- Net assets without donor restrictions
- $21,175,273
- Gross receipts
- $548,332,119
- Employees
- 2,891
- Volunteers
- 0
- Year formed
- 1995
- State of legal domicile
- KY
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Garren Colvin | SEH PRESIDENT/CEO Trustee or director | 4 | $0 | $1,657,850 | $52,122 |
| Neal Moser MD | PHYSICIAN Highest-paid employee | 50 | $1,567,729 | $0 | $48,974 |
| William Willmott MD | PHYSICIAN Highest-paid employee | 50 | $1,502,584 | $0 | $58,352 |
| Ivan Bedoya-Apraez MD | PHYSICIAN Highest-paid employee | 50 | $1,297,012 | $0 | $54,346 |
| Pratish Shah MD | PHYSICIAN Highest-paid employee | 50 | $1,276,276 | $0 | $54,975 |
| Colleen Darnell MD | PHYSICIAN Highest-paid employee | 50 | $1,189,381 | $0 | $58,546 |
| Chaitanya Mandapakala MD | PHYSICIAN/VICE CHAIR Trustee or director, Officer | 50 | $961,639 | $0 | $58,396 |
| Douglas Flora MD | PHYSICIAN/FORMER EXECUTIVE MEDICAL DIRECTOR Former | 0 | $838,243 | $0 | $58,836 |
| Lori Ritchey-Baldwin | SEH EXECUTIVE VP/DIRECTOR Trustee or director | 4 | $0 | $826,289 | $52,290 |
| Heidi Murley MD | PRESIDENT/CEO Trustee or director, Officer | 25 | $0 | $805,218 | $62,765 |
| Susan Oakley MD | FORMER VICE CHAIR Former | 0 | $743,075 | $0 | $41,373 |
| Noreen Durrani MD | PHYSICIAN/DIRECTOR Trustee or director | 50 | $701,315 | $0 | $59,649 |
| Daniel Flora MD | PHYSICIAN/DIRECTOR Trustee or director | 50 | $633,530 | $0 | $61,699 |
| Jacob Bast | SENIOR VP/COO/SECRETARY Officer | 35 | $0 | $594,321 | $57,710 |
| Curtis Dorsch MD | PHYSICIAN/DIRECTOR THRU MARCH 2024 Trustee or director | 50 | $590,104 | $0 | $59,703 |
14 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LaRoy Kendall MD | SEH CHIEF MEDICAL OFFICER/DIRECTOR Trustee or director | 4 | $0 | $574,256 | $43,281 |
| Sonia Chopra MD | PHYSICIAN/DIRECTOR Trustee or director | 50 | $514,922 | $0 | $45,004 |
| Vickie Chan MD | PHYSICIAN/DIRECTOR Trustee or director | 50 | $483,668 | $0 | $57,425 |
| Donald Price MD | PHYSICIAN/CHAIR Trustee or director, Officer | 50 | $459,367 | $0 | $59,546 |
| Thom Bunnell DO | PHYSICIAN/DIRECTOR Trustee or director | 50 | $407,062 | $0 | $56,149 |
| Stacey Bishop-Yeatman MD | PHYSICIAN/DIRECTOR Trustee or director | 50 | $369,025 | $0 | $61,086 |
| Bruce Henley | CFO/TREASURER Officer | 35 | $0 | $368,866 | $50,803 |
| Linda Hermiller-Steller MD | PHYSICIAN/DIRECTOR Trustee or director | 50 | $378,121 | $0 | $35,354 |
| Bradley Patterson MD | PHYSICIAN/DIRECTOR AS OF JANUARY 2024 Trustee or director | 50 | $385,848 | $0 | $24,360 |
| Ann Beers MD | PHYSICIAN/CHIEF MEDICAL OFFICER Key employee | 50 | $381,285 | $0 | $26,190 |
| Amy Haney MD | PHYSICIAN/DIRECTOR Trustee or director | 50 | $312,979 | $0 | $49,014 |
| Lisa Arehart APRN | APRN/DIRECTOR Trustee or director | 50 | $284,241 | $0 | $46,249 |
| Robert Wagner MD | PHYSICIAN/DIRECTOR Trustee or director | 50 | $184,149 | $0 | $51,674 |
| Alvin Garrison | DIRECTOR THRU JUNE 2024 Trustee or director | 4 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Neal Moser MD | PHYSICIAN Highest-paid employee | 50 | $1,633,417 | $0 | $52,772 |
| William Willmott MD | PHYSICIAN Highest-paid employee | 50 | $1,441,904 | $0 | $54,112 |
| Garren Colvin | PRESIDENT/CEO ST. ELIZABETH HEALTHCARE Trustee or director | 4 | $0 | $1,378,100 | $49,046 |
| Pratish Shah MD | PHYSICIAN Highest-paid employee | 50 | $1,192,873 | $0 | $52,862 |
| Colleen Darnell MD | PHYSICIAN Highest-paid employee | 50 | $1,181,991 | $0 | $46,278 |
| Anthony Alvarez MD | PHYSICIAN Highest-paid employee | 50 | $1,164,096 | $0 | $60,262 |
| Lori Ritchey-Baldwin | CFO St. Elizabeth Healthcare Trustee or director | 4 | $0 | $849,058 | $49,646 |
| Douglas Flora MD | PHYSICIAN/ Former Executive Medical Director Former | 0 | $816,622 | $0 | $56,548 |
| Chaitanya Mandapakala MD | VICE CHAIR/PHYSICIAN/DIRECTOR Trustee or director, Officer | 50 | $809,447 | $0 | $56,024 |
| Heidi Murley MD | PRESIDENT/CEO Trustee or director, Officer | 25 | $0 | $701,763 | $60,858 |
| Noreen Durrani MD | PHYSICIAN/DIRECTOR Trustee or director | 50 | $679,439 | $0 | $57,360 |
| Susan Oakley | Former Vice Chair Former | 0 | $687,440 | $0 | $46,278 |
| Daniel Flora MD | PHYSICIAN/DIRECTOR Trustee or director | 50 | $659,286 | $0 | $56,110 |
| Curtis Dorsch MD | CHAIR/PHYSICIAN/DIRECTOR Trustee or director, Officer | 50 | $562,363 | $0 | $54,714 |
| Jacob Bast | COO/SECRETARY Officer | 35 | $0 | $559,592 | $52,759 |
| Sonia Chopra MD | PHYSICIAN/DIRECTOR Trustee or director | 50 | $565,728 | $0 | $44,062 |
| LaRoy Kendall MD | DIRECTOR Trustee or director | 4 | $0 | $535,469 | $43,974 |
| Donald Price MD | PHYSICIAN/DIRECTOR Trustee or director | 50 | $428,275 | $0 | $57,261 |
| Thom Bunnell MD | PHYSICIAN/DIRECTOR Trustee or director | 50 | $408,804 | $0 | $53,150 |
| Vickie Chan MD | PHYSICIAN/DIRECTOR Trustee or director | 50 | $403,073 | $0 | $51,295 |
| Bruce Henley | CFO/TREASURER Officer | 35 | $0 | $387,763 | $47,895 |
| Stacey Bishop-Yeatman MD | PHYSICIAN/DIRECTOR Trustee or director | 50 | $361,295 | $0 | $55,819 |
| Linda Hermiller MD | PHYSICIAN/DIRECTOR Trustee or director | 50 | $338,915 | $0 | $54,214 |
| Amy Haney MD | PHYSICIAN/DIRECTOR Trustee or director | 50 | $301,395 | $0 | $47,823 |
| Lisa Arehart APRN | APRN Trustee or director | 50 | $292,352 | $0 | $42,909 |
| Robert Wagner MD | PHYSICIAN/DIRECTOR Trustee or director | 50 | $220,143 | $0 | $34,977 |
| Alvin Garrison | DIRECTOR Trustee or director | 4 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1360 DOLWICK DR STE 200, ERLANGER, KY 41018-3159
- Principal officer (990 for 2024)
- Heidi Murley MD, 1360 Dolwick Drive 200, Erlanger, KY 41018
- Signed the 990
- Heidi Murley MD, CEO and President
- Phone
- (859) 655-9253
- Return prepared by
- CROWE LLP
Mission
SUMMIT MEDICAL GROUP, INC. DBA ST. ELIZABETH PHYSICIANS ("SEP") IS A MULTI-SPECIALTY PHYSICIAN ORGANIZATION DEDICATED TO PHYSICIAN DIRECTED DELIVERY OF QUALITY MEDICAL CARE IN THE NORTHERN KENTUCKY, SOUTHWESTERN OHIO, AND SOUTHEASTERN INDIANA AREAS. SEP PROVIDES QUALITY HEALTH CARE TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY.
Program accomplishments
- SUMMIT MEDICAL GROUP, INC. DBA ST. ELIZABETH PHYSICIANS ("SEP") IS A MULTI-SPECIALTY PHYSICIAN ORGANIZATION DEDICATED TO PHYSICIAN DIRECTED DELIVERY OF QUALITY MEDICAL CARE IN THE NORTHERN KENTUCKY, SOUTHWESTERN OHIO, AND SOUTHEASTERN INDIANA AREAS. ST. ELIZABETH PHYSICIANS AND ASSOCIATES ARE PATIENT ADVOCATES WHO WORK IN PARTNERSHIP WITH ST. ELIZABETH MEDICAL CENTER, INC. DBA ST. ELIZABETH HEALTHCARE ("SEH") AND THE COMMUNITY TO PROVIDE COMPREHENSIVE AND COMPASSIONATE CARE THAT IMPROVES THE HEALTH OF THE PEOPLE WE SERVE THROUGH COST EFFECTIVE MEDICAL CARE. ST. ELIZABETH PHYSICIANS IS DEDICATED TO SERVING NORTHERN KENTUCKY, SOUTHWESTERN OHIO, AND SOUTHEASTERN INDIANA WITH 245 FULL-TIME EQUIVALENT PRIMARY CARE PHYSICIANS, 190 FULL-TIME EQUIVALENT SPECIALTY PHYSICIANS, AND 261 ADVANCED PRACTICE PROVIDERS SPECIALIZING IN CARDIOLOGY, ENDOCRINOLOGY, FAMILY MEDICINE, GASTROENTEROLOGY, GENERAL SURGERY, GYNECOLOGY, INTERNAL MEDICINE, PEDIATRICS, PULMONOLOGY AND RHEUMATOLOGY. ST. ELIZABETH PHYSICIANS HAS 164 OFFICES THAT ARE STRATEGICALLY LOCATED THROUGHOUT BOONE, CAMPBELL, KENTON, GRANT, OWEN, PENDLETON AND MASON COUNTIES IN KENTUCKY AND HAMILTON COUNTY IN OHIO AND DEARBORN, OHIO, RIPLEY, FRANKLIN AND SWITZERLAND COUNTIES IN INDIANA. ST. ELIZABETH PHYSICIANS IS A MULTI-SPECIALTY PHYSICIAN GROUP PROVIDING PROFESSIONAL MEDICAL SERVICES TO THE COMMUNITY. TOTAL SURGERIES S: 740,356 TOTAL VISITS: 2,229,854 TOTAL WORK RELATIVE VALUE UNITS: 4,562,971Expenses $454,492,120 · revenue $546,012,236
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 61-1300608
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E20Z)
- Assets (IRS master file)
- $234,616,272
- Income (IRS master file)
- $548,332,119
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $548,332,119 | $547,093,808 | $234,616,272 | XML |
| 990 | December 2023 | $488,811,199 | $514,243,325 | $208,890,607 | XML |
| 990 | December 2022 | $459,566,276 | $460,711,313 | $194,320,329 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 61-1300608).
Questions about SUMMIT MEDICAL GROUP INC
- What is the EIN of SUMMIT MEDICAL GROUP INC?
- The employer identification number (EIN) of SUMMIT MEDICAL GROUP INC is 61-1300608.
- Is SUMMIT MEDICAL GROUP INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SUMMIT MEDICAL GROUP INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUMMIT 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 SUMMIT MEDICAL GROUP INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUMMIT MEDICAL GROUP INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SUMMIT MEDICAL GROUP INC?
- The 990 for the year ended December 31, 2024 names Heidi Murley MD.
- Who are the officers and directors of SUMMIT MEDICAL GROUP INC?
- The 990 for the year ended December 31, 2024 lists 29 people; 22 received compensation from the organization.
- How much revenue does SUMMIT MEDICAL GROUP INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $548,332,119, expenses of $547,093,808 and total assets of $234,616,272 at year end.
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