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The Summit Medical Group Foundation 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 / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.68M (2022)

Expenses
$2.61M (2022)

Total Assets
$4.45M (2022)

Total Liabilities
$869k (2022)

Source: Form 990 tax filings from 2013 to 2022

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 Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,678,529
Expenses
$2,609,008
Net Income
-$930,479
Net Assets
$3,585,423
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,656,639
98.7%
Program Services $0
Investment Income $6,510
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $15,380
0.9%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,454,227
Total Liabilities $868,804
Net Assets $3,585,423
Compensation
Key Employees and Officers Compensation Related Other
Rebecca Levy Esq (President Trustee) $0 $0 $0
Jeffrey Le Benger Md (Chairman Trustee) $0 $0 $0
Marnie Cambria Dardanello Md (Secretary Trustee) $0 $0 $0
Hari Nadiminti Md (Treasurer Trustee) $0 $0 $0
Sondra Barrison (Trustee) $0 $0 $0
Howard Blaustein Md (Trustee) $0 $0 $0
Peter Hoglund Cfp Aif (Trustee) $0 $0 $0
Joseph Lemond Esq (Trustee) $0 $0 $0
Katherine Liu (Trustee) $0 $0 $0
Genghis Niver Md (Trustee) $0 $0 $0
Natalie Thigpen (Trustee) $0 $0 $0
Joseph Finocchiaro (Executive Director) $0 $0 $0
Julienne Cherry (Executive Dir.(Termed 10/2022)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,657,212
Expenses
$1,764,156
Net Income
-$106,944
Net Assets
$4,515,902
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,628,215
98.3%
Program Services $0
Investment Income $2,520
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $26,477
1.6%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,083,661
Total Liabilities $567,759
Net Assets $4,515,902
Compensation
Key Employees and Officers Compensation Related Other
Rebecca Levy Esq (President Trustee) $0 $0 $0
Jeffrey Le Benger Md (Chairman Trustee) $0 $0 $0
Marnie Cambria Dardanello Md (Secretary Trustee) $0 $0 $0
Hari Nadiminti Md (Treasurer Trustee) $0 $0 $0
Sondra Barrison (Trustee) $0 $0 $0
Howard Blaustein Md (Trustee) $0 $0 $0
Peter Hoglund Cfp Aif (Trustee) $0 $0 $0
Joseph Lemond Esq (Trustee) $0 $0 $0
Katherine Liu (Trustee) $0 $0 $0
Genghis Niver Md (Trustee) $0 $0 $0
Natalie Thigpen (Trustee) $0 $0 $0
R Gregory Sachs Md (Trustee (Termed 2/1/2021)) $0 $0 $0
William A Tansey Iii Md Facc (Trustee (Termed 2/1/2021)) $0 $0 $0
Julienne Cherry (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,747,118
Expenses
$1,492,947
Net Income
$254,171
Net Assets
$4,547,018
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,761,472
> 100%
Program Services $0
Investment Income $1,836
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$20,051
Sales of Assets $0
Net Inventory Sales $3,861
0.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,601,016
Total Liabilities $53,998
Net Assets $4,547,018
Compensation
Key Employees and Officers Compensation Related Other
Rebecca Levy Esq (President Trustee) $0 $0 $0
Jeffrey Le Benger Md (Chairman Trustee) $0 $0 $0
Marnie Cambria Dardanello Md (Secretary Trustee) $0 $0 $0
Hari Nadiminti Md (Treasurer Trustee) $0 $0 $0
Sondra Barrison (Trustee) $0 $0 $0
Howard Blaustein Md (Trustee) $0 $0 $0
Peter Hoglund Cfp Aif (Trustee) $0 $0 $0
Joseph Lemond Esq (Trustee) $0 $0 $0
Katherine Liu (Trustee) $0 $0 $0
Genghis Niver Md (Trustee) $0 $0 $0
R Gregory Sachs Md (Trustee) $0 $0 $0
William A Tansey Iii Md Facc (Trustee) $0 $0 $0
Joseph Finocchiaro (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,672,968
Expenses
$2,048,080
Net Income
$1,624,888
Net Assets
$2,058,579
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,652,080
99.4%
Program Services $0
Investment Income $4,975
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $15,913
0.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $89,800
4.4%
Assets/Debt
Total Assets $2,796,021
Total Liabilities $737,442
Net Assets $2,058,579
Compensation
Key Employees and Officers Compensation Related Other
Joseph Finocchiaro (Executive Director) $0 $79,769 $4,152
Rebecca Levy Esq (President Trustee) $0 $0 $0
Jeffrey D Le Benger (Chairman Trustee) $0 $0 $0
Marnie Cambria Dardane (Secretary Trustee) $0 $0 $0
Hari Nadiminti Md (Treasurer Trustee) $0 $0 $0
Sondra Barrison (Trustee) $0 $0 $0
Howard Blaustein Md (Trustee) $0 $0 $0
Joseph M Lemond Esq (Trustee) $0 $0 $0
Katherine Liu (Trustee) $0 $0 $0
Genghis Niver Md (Trustee) $0 $0 $0
R Gregory Sachs Md (Trustee) $0 $0 $0
William A Tansey Iii (Trustee) $0 $0 $0

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Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,786,635
Expenses
$1,931,441
Net Income
-$144,806
Net Assets
$423,691
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,766,631
98.9%
Program Services $0
Investment Income $9,067
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $10,937
0.6%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $43,138
2.2%
Assets/Debt
Total Assets $682,549
Total Liabilities $258,858
Net Assets $423,691
Compensation
Key Employees and Officers Compensation Related Other
Rebecca Levy Esq (President Trustee) $0 $0 $0
Jeffrey D Le Benger Md (Chairman Trustee) $0 $0 $0
Marnie Cambria Dardanello Md (Secretary Trustee) $0 $0 $0
Hari Nadiminti Md (Treasurer Trustee) $0 $0 $0
Howard Blaustein Md (Trustee) $0 $0 $0
Steven W Kaye Cfp (Trustee) $0 $0 $0
Joseph M Lemond Esq (Trustee) $0 $0 $0
Katherine Liu (Trustee) $0 $0 $0
Genghis Niver Md (Trustee) $0 $0 $0
R Gregory Sachs Md Facc (Trustee) $0 $0 $0
William A Tansey Iii Md (Trustee) $0 $0 $0
Joseph Finocchiaro (Executive Director) $0 $191,564 $12,739

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,261,720
Expenses
$1,347,102
Net Income
-$85,382
Net Assets
$577,740
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,258,667
99.8%
Program Services $0
Investment Income $3,053
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $41,483
3.1%
Assets/Debt
Total Assets $759,371
Total Liabilities $181,631
Net Assets $577,740
Compensation
Key Employees and Officers Compensation Related Other
Rebecca Levy Esq (Vice President Trustee) $0 $0 $0
Jeffrey D Le Benger Md (Chairman Trustee) $0 $0 $0
Marnie Cambria Dardanello Md (Secretary Trustee) $0 $0 $0
Hari Nadiminti Md (Treasurer Trustee) $0 $0 $0
Howard Blaustein Md (Trustee) $0 $0 $0
Steven W Kaye Cfp (Trustee) $0 $0 $0
Joseph M Lemond Esq (Trustee) $0 $0 $0
Katherine Liu (Trustee) $0 $0 $0
Genghis Niver Md (Trustee) $0 $0 $0
R Gregory Sachs Md Facc (Trustee) $0 $0 $0
William A Tansey Iii Md (Trustee) $0 $0 $0
Joseph Finocchiaro (Executive Director) $0 $191,154 $7,480

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$920,768
Expenses
$714,885
Net Income
$205,883
Net Assets
$663,122
Notable Sources of Revenue Percent of Total Revenue
Contributions $917,008
99.6%
Program Services $0
Investment Income $3,760
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $108,083
15.1%
Professional Fundraising Fees $0
Other Salaries and Wages $198,525
27.8%
Assets/Debt
Total Assets $745,957
Total Liabilities $82,835
Net Assets $663,122
Compensation
Key Employees and Officers Compensation Related Other
Joseph Finocchiaro (Executive Director) $108,083 $117,664 $4,460
Steven Kaye (President Trustee) $0 $0 $0
Rebecca Levy Esq (Vice President Trustee) $0 $0 $0
Jeffrey D Le Benger Md (Chairman Trustee) $0 $0 $0
Marnie Cambria Dardanello Md (Secretary Trustee) $0 $0 $0
Hari Nadiminti Md (Treasurer Trustee) $0 $0 $0
Howard Blaustein Md (Trustee) $0 $0 $0
Joe Lemond Esq (Trustee) $0 $0 $0
Katherine Liu (Trustee) $0 $0 $0
Genghis Niver Md (Trustee) $0 $0 $0
R Gregory Sachs Md Facc (Trustee) $0 $0 $0
William A Tansey Iii Md Facc (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$700,618
Expenses
$377,884
Net Income
$322,734
Net Assets
$457,239
Notable Sources of Revenue Percent of Total Revenue
Contributions $698,104
99.6%
Program Services $0
Investment Income $2,514
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $135,000
35.7%
Professional Fundraising Fees $0
Other Salaries and Wages $39,764
10.5%
Assets/Debt
Total Assets $497,516
Total Liabilities $40,277
Net Assets $457,239
Compensation
Key Employees and Officers Compensation Related Other
Joseph Finocchiaro (Executive Director) $135,000 $0 $0
Steven Kaye (President Trustee) $0 $0 $0
Rebecca Levy Esq (Vice President Trustee) $0 $0 $0
Jeffrey D Le Benger Md (Chairman Trustee) $0 $0 $0
Marnie Cambria Dardanello Md (Secretary Trustee) $0 $0 $0
Hari Nadiminti Md (Treasurer Trustee) $0 $0 $0
Howard Blaustein Md (Trustee) $0 $0 $0
Joe Lemond Esq (Trustee) $0 $0 $0
Katherine Liu (Trustee) $0 $0 $0
Genghis Niver Md (Trustee) $0 $0 $0
R Gregory Sachs Md Facc (Trustee) $0 $0 $0
William A Tansey Iii Md Facc (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$324,514
Expenses
$190,013
Net Income
$134,501
Net Assets
$134,505
Notable Sources of Revenue Percent of Total Revenue
Contributions $462,319
> 100%
Program Services $0
Investment Income $262
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$138,067
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $75,032
39.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,016
1.1%
Assets/Debt
Total Assets $134,678
Total Liabilities $173
Net Assets $134,505
Compensation
Key Employees and Officers Compensation Related Other
Lisa Hackett (Executive Director) $56,442 $0 $0
Joseph Finocchiaro (Executive Director) $18,590 $0 $0
Jeffrey Le Benger (Chairman, Trustee) $0 $0 $0
Steven Kaye (President, Trustee) $0 $0 $0
Chris Schiffer (Treasurer, Trustee) $0 $0 $0
Rebecca Levy (Vice President, Trustee) $0 $0 $0
Marnie Cambria Dardanello (Secretary, Trustee) $0 $0 $0
R Gregory Sachs (Trustee) $0 $0 $0
William Tansey (Trustee) $0 $0 $0
Joe Lemond (Trustee) $0 $0 $0
Hari Nadiminti (Trustee) $0 $0 $0
Katherine Liu (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$34,826
Expenses
$34,822
Net Income
$4
Net Assets
$4
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,176
20.6%
Program Services $0
Investment Income $2
0.0%
Net Fundraising $27,648
79.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $42,116
Total Liabilities $42,112
Net Assets $4
Compensation
Key Employees and Officers Compensation Other
Lisa Hackett (Executive Director) $27,930 $3,025
Jeffrey Le Benger Co Smg (Chairman) $0 $0
Steven Kaye Co Aepg (President) $0 $0
Rob Booth Co Smg (Treasurer) $0 $0
Rebecca Levy Co Smg (Secretary) $0 $0
Chris Schiffer Co Aepg (Vice President) $0 $0
R Gregory Sachs Co Smg (Board Member) $0 $0
William Tansey (Board Member) $0 $0
Joe Lemond Co Herold Law (Board Member) $0 $0
Marnie Cambria Dardanello Co Smg (Board Member) $0 $0
Hari Nadiminti Co Smg (Board Member) $0 $0

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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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