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St Marys Medical Group Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Health — General and Rehabilitative / Health Treatment Facilities, Primarily Outpatient (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$41M (2023)

Expenses
$56.4M (2023)

Total Assets
$16.3M (2023)

Total Liabilities
$17.3M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$40,964,792
Expenses
$56,389,141
Net Income
-$15,424,349
Net Assets
-$969,876
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $40,595,619
99.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $8,314
0.0%
Net Fundraising $0
Sales of Assets -$25,044
Net Inventory Sales $0
Other Revenue $385,903
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,161,883
9.2%
Professional Fundraising Fees $0
Other Salaries and Wages $27,175,857
48.2%
Assets/Debt
Total Assets $16,332,355
Total Liabilities $17,302,231
Net Assets -$969,876
Compensation
Key Employees and Officers Compensation Related Other
Patrick Willis Md (Cardiologist) $1,036,776 $0 $48,622
Amit Shah Md (Cardiologist) $985,514 $0 $23,937
John Layher Md (Cardiologist) $880,504 $0 $46,635
L Steven Lowman Md (Physician) $815,988 $0 $47,231
Erick Avelar Md (Cardiologist) $689,824 $0 $48,833
Hiren Patel Md (Cardiologist) $683,582 $0 $45,711
Clay Chappell Md (Director As Of 11/22; Cardiologist) $683,190 $0 $19,291
Richard White Md (Director As Of 11/22; Physician) $541,097 $0 $38,349
Ryan Katz Md (Director As Of 11/22; Physician) $437,339 $0 $43,719
Matthew Farmer Md (Dir At 11/22;Physician Internal Med) $372,316 $0 $47,979
David Gaines Md (Dir At 11/22;Physician Internal Med) $318,099 $0 $49,424
Brandon Taylor Md (Director As Of 11/22; Physician) $299,073 $0 $42,733
Charmi Patel Md (Director As Of 11/22; Physician) $277,466 $0 $16,095
Brandt Halbach (Director As Of 11/22; Vp Operations) $222,795 $0 $11,515
John Morsek (Dir At11/22;Med Dir Ambulatory Care) $211,509 $0 $44,378
D Montez Carter (Dir/Pres Thr9/22;Pres Thone At 10/22) $0 $773,045 $221,824
David Spivey (Dir & Int Pres 10/22 4/23;Th Consult) $0 $887,462 $64,057
Stonish Pierce (Coo Hch Thr3/23;Dir/Pres/Ceo At 4/23) $0 $456,331 $24,854
Janice Dunn (Treasurer & Chief Financial Officer) $0 $413,411 $45,326
Brittainy Horne (Dir; President, Medical Group) $0 $319,872 $47,526
Elizabeth Schoen (Secreatry; Associate Counsel) $0 $179,988 $33,609
Rachel Hunt Md (Director As Of 11/22; Physician) $0 $169,489 $21,490

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,258,543
Expenses
$51,957,538
Net Income
-$10,698,995
Net Assets
-$1,577,969
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $40,704,359
98.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $8,519
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $545,665
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $758,855
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $29,154,080
56.1%
Assets/Debt
Total Assets $11,827,476
Total Liabilities $13,405,445
Net Assets -$1,577,969
Compensation
Key Employees and Officers Compensation Related Other
Amit Shah Md (Cardiologist) $978,267 $0 $22,812
Patrick Willis Md (Cardiologist) $892,527 $0 $40,552
L Steven Lowman Md (Cardiologist) $726,031 $0 $43,922
John Layher Md (Cardiologist) $715,168 $0 $43,687
Sergio Mejias Md (Physician General Surgery) $695,630 $0 $40,663
Clay Chappell Md (Cardiologist) $635,309 $0 $14,041
D Montez Carter (Director; Smhcs President & Ceo) $0 $656,027 $148,832
Janice Dunn (Treasurer; Chief Financial Officer) $0 $402,730 $42,981
Daniel Powell (Frmr Offcr; Samc Int Cfo Thr 10/21) $0 $319,976 $16,710
Brittainy Horne (Dir; Smhcs Vp Strategy/Amb Services) $0 $265,923 $43,570
Cash Morris (Dir/Sec/Smhcs Assoc Cnsl Thr 10/21) $0 $182,082 $24,081
Elizabeth Schoen (Dir/Sec 4/22; Smhcs Assoc Cnsl 3/22) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,044,302
Expenses
$47,972,788
Net Income
-$14,928,486
Net Assets
-$350,253
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,586,320
16.9%
Program Services $26,823,240
81.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $7,349
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $627,393
1.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $777,704
1.6%
Professional Fundraising Fees $0
Other Salaries and Wages $25,919,546
54.0%
Assets/Debt
Total Assets $9,650,726
Total Liabilities $10,000,979
Net Assets -$350,253
Compensation
Key Employees and Officers Compensation Related Other
Amit Shah Md (Physician) $864,606 $0 $22,437
Patrick Willis Md (Physician) $821,526 $0 $37,813
John Layher Md (Physician) $731,208 $0 $46,496
L Steven Lowman Md (Physician) $670,429 $0 $41,427
Sergio Mejias Md (Physician) $639,783 $0 $37,953
Clay Chappell Md (Physician) $604,387 $0 $18,855
D Montez Carter (Director; Smhcs President & Ceo) $0 $421,461 $114,685
Daniel Powell (Frmr Officer; Samc Int Cfo At 3/21) $0 $381,918 $26,925
Janice Dunn (Treasurer; Chief Financial Officer) $0 $332,846 $40,470
Karen Schuller (Former Officer) $0 $273,418 $1,323
Brittainy Horne (Dir; Smhcs Vp Strategy/Amb Services) $0 $190,350 $38,147
Cash Morris (Dir; Sec; Smhcs Vp & Assoc Counsel) $0 $190,711 $33,579

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,669,036
Expenses
$45,993,062
Net Income
-$18,324,026
Net Assets
$683,599
Notable Sources of Revenue Percent of Total Revenue
Contributions $479,180
1.7%
Program Services $26,668,377
96.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $7,477
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $514,002
1.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $693,812
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $23,701,575
51.5%
Assets/Debt
Total Assets $9,565,452
Total Liabilities $8,881,853
Net Assets $683,599
Compensation
Key Employees and Officers Compensation Related Other
Amit Shah (Physician) $711,097 $0 $22,048
Patrick Willis (Physician) $656,598 $0 $34,463
John Layher (Physician) $646,918 $0 $46,894
L Steven Lowman (Physician) $619,612 $0 $41,775
Sergio Mejias (Physician) $612,715 $0 $33,415
Clay Chappell (Physician) $521,695 $0 $34,475
D Montez Carter (Director; Smhcs President & Ceo) $0 $521,336 $127,901
Daniel Powell (Former Officer; Mchs Interim Cfo) $0 $343,659 $24,537
Karen Schuller (Dir/Sec/Vp, Managing Cnsl Thr 12/19) $0 $321,916 $24,521
Janice Dunn (Treasurer & Chief Financial Officer) $0 $313,823 $18,003
Brittainy Horne (Dir; Smhcs Vp, Phys/Professional Svs) $0 $213,404 $42,672
Cash Morris (Dir/Sec As Of 1/20; Smhcs Assoc Cnsl) $0 $192,680 $31,394

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,627,052
Expenses
$34,723,831
Net Income
-$9,096,779
Net Assets
$4,465,826
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,583,226
99.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $9,427
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $34,399
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $804,393
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $20,811,724
59.9%
Assets/Debt
Total Assets $8,734,481
Total Liabilities $4,268,655
Net Assets $4,465,826
Compensation
Key Employees and Officers Compensation Related Other
John Layher (Physician) $758,501 $0 $45,892
Amit Shah (Physician) $678,750 $0 $21,955
Patrick Willis (Physician) $639,846 $0 $33,565
Sergio Mejias (Physician) $609,828 $0 $33,879
L Steven Lowman (Physician) $604,298 $0 $40,779
Clay Chappell (Physician) $531,063 $0 $33,250
D Montez Carter (Director; Smhcs President & Ceo) $0 $490,980 $116,785
Karen Schuller (Dir; Secretary; Vp, Managing Counsel) $0 $267,676 $18,729
Brittainy Horne (Dir; Smhcs Vp, Phys/Professional Svs) $0 $187,618 $35,005
Janice Dunn (Treasurer & Cfo As Of 6/19) $0 $0 $0
Daniel Powell (Treasurer & Interim Cfo Through 6/19) $0 $519,423 $31,491
Donald Mckenna (Former Officer) $0 $126,239 $1,810

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,356,166
Expenses
$30,103,069
Net Income
-$10,746,903
Net Assets
$849,773
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,319,519
99.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $15,277
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $21,370
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $797,509
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $19,182,350
63.7%
Assets/Debt
Total Assets $4,814,109
Total Liabilities $3,964,336
Net Assets $849,773
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
John Layher (Physician) $748,398 $985 $48,126
Amit Shah (Physician) $656,106 $9,194 $21,580
Patrick Willis (Physician) $621,899 $2,439 $33,020
Lyn Lowman (Physician) $581,819 $0 $42,543
Clay Chappell (Physician) $558,212 $5,657 $33,256
Sergio Mejias (Physician) $541,418 $0 $33,863
D Montez Carter (Dir, Smhcs Pres & Ceo As Of 1/18) $0 $301,841 $36,334
Donald Mckenna (Dir, Smhcs Pres & Ceo Thr 12/17) $0 $669,125 $43,620
Martin Hutson (Dir, Treasurer, Vp & Cfo Thr 9/17) $0 $327,321 $48,739
Karen Schuller (Dir; Secretary; Vp & General Counsel) $0 $240,262 $13,374
Brittainy Horne (Dir As Of 1/18; Smhcs Vp Phys Svc) $0 $154,917 $36,463
Daniel Powell (Treasurer At 11/17; Int Cfo At 10/17) $0 $441,751 $13,400

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,322,825
Expenses
$25,648,285
Net Income
-$8,325,460
Net Assets
-$45,075,605
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,132,711
98.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $13,867
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $176,247
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $790,203
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $18,426,400
71.8%
Assets/Debt
Total Assets $4,824,158
Total Liabilities $49,899,763
Net Assets -$45,075,605
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
John Layher (Physician) $749,034 $0 $41,169
Amit Shah (Physician) $711,322 $0 $20,878
Patrick Willis (Physician) $586,623 $0 $30,859
Lyn Lowman (Physician) $583,443 $0 $37,959
Clay Chappell (Physician) $565,888 $0 $31,153
Sergio Mejias (Physician) $560,536 $0 $31,749
Donald Mckenna (Director; President & Ceo) $0 $665,822 $44,773
Martin Hutson (Director; Treasurer; Vp & Cfo) $0 $292,783 $33,546
Karen Schuller (Dir; Secretary; Vp & General Counsel) $0 $253,581 $13,183

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,051,816
Expenses
$22,830,728
Net Income
-$7,778,912
Net Assets
-$36,750,145
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,029,690
99.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $21,666
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $460
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $783,925
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $15,999,399
70.1%
Assets/Debt
Total Assets $4,758,722
Total Liabilities $41,508,867
Net Assets -$36,750,145
Compensation
Key Employees and Officers Compensation Related Other
John Layher (Physician) $736,363 $0 $47,562
Amit Shah (Physician) $674,417 $0 $26,545
Lyn Lowman (Physician) $601,824 $0 $44,251
Patrick Willis (Physician) $532,247 $0 $32,822
Sergio Mejias (Physician) $526,556 $0 $32,791
Charles Neckman (Physician) $495,215 $0 $44,032
Donald Mckenna (Dir; President & Ceo; Sec Thr 12/15) $0 $723,195 $49,895
Martin Hutson (Director; Vice President; Cfo) $0 $298,950 $40,923
Karen D Schuller (Dir; Sec As Of 1/16; Vp/General Cnsl) $0 $276,402 $17,907

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,714,611
Expenses
$18,263,257
Net Income
-$5,548,646
Net Assets
-$28,971,233
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,489,351
98.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $17,767
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $207,493
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $789,516
4.3%
Professional Fundraising Fees $0
Other Salaries and Wages $12,654,299
69.3%
Assets/Debt
Total Assets $4,290,144
Total Liabilities $33,261,377
Net Assets -$28,971,233
Compensation
Key Employees and Officers Compensation Related Other
John Layher (Physician) $750,435 $0 $39,081
Amit Shah (Physician) $637,439 $0 $16,576
Lyn Lowman (Physician) $576,467 $0 $37,510
Patrick Willis (Physician) $515,404 $0 $33,660
Charles Neckman (Physician) $502,831 $0 $39,493
Sergio Mejias (Physician) $494,423 $0 $35,361
Donald Mckenna (Dir; Secretary; President & Ceo) $0 $733,137 $53,860
Martin H Hutson (Director; Vp/Cfo) $0 $301,202 $25,317
Karen Schuller (Director; Vp/General Counsel) $0 $274,418 $16,419

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,508,973
Expenses
$16,911,272
Net Income
-$6,402,299
Net Assets
-$23,463,993
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,220,276
97.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $15,176
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $273,521
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $835,180
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $11,830,556
70.0%
Assets/Debt
Total Assets $4,271,556
Total Liabilities $27,735,549
Net Assets -$23,463,993
Compensation
Key Employees and Officers Compensation Related Other
John Layher (Physician) $794,025 $0 $41,155
Amit D Shah (Physician) $686,739 $0 $17,806
Lyn S Lowman (Physician) $616,266 $0 $35,343
Charles B Neckman (Physician) $501,121 $0 $41,576
Sergio T Mejias (Physician) $473,354 $0 $35,992
Patrick D Willis (Physician) $435,631 $0 $34,886
Donald Mckenna (President/Ceo) $0 $621,654 $54,240
Martin H Hutson (Vice President; Cfo) $0 $255,598 $32,403
Karen Schuller (Secretary; Vp/Gen Cnsl) $0 $242,744 $13,703

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,562,809
Expenses
$6,931,766
Net Income
-$2,368,957
Net Assets
-$17,061,694
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,171,069
91.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $582
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $391,158
8.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $5,253,592
75.8%
Assets/Debt
Total Assets $4,101,113
Total Liabilities $21,162,807
Net Assets -$17,061,694

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,701,427
Expenses
$12,176,259
Net Income
-$4,474,832
Net Assets
-$14,692,737
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,623,224
99.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $3,201
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $75,002
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $767,349
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $8,649,185
71.0%
Assets/Debt
Total Assets $3,735,822
Total Liabilities $18,428,559
Net Assets -$14,692,737

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,787,410
Expenses
$10,502,003
Net Income
-$3,714,593
Net Assets
-$10,217,905
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,787,359
100.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $51
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,277,439
31.2%
Professional Fundraising Fees $0
Other Salaries and Wages $4,339,412
41.3%
Assets/Debt
Total Assets $3,875,843
Total Liabilities $14,093,748
Net Assets -$10,217,905

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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