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Summa Health Group Return

  • Akron, OH
  • Tax-exempt since May 2011
  • EIN: 90-0640432

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.

Donations to this organization are tax deductible.

Details

According to its Dec. 2022 tax filing, this nonprofit:

Operated hospital facilities
Organization operated one or more hospital facilities. Details are reported on Schedule H.
Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$1.48B (2022)

Expenses
$1.54B (2022)

Total Assets
$1.81B (2022)

Total Liabilities
$1.31B (2022)

Source: Form 990 tax filings from 2010 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
$1,483,922,365
Expenses
$1,540,899,920
Net Income
-$56,977,555
Net Assets
$500,441,225
Notable Sources of Revenue Percent of Total Revenue
Contributions $49,544,714
3.3%
Program Services $1,373,709,699
92.6%
Investment Income $262,518
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $817,446
0.1%
Net Fundraising $0
Sales of Assets $37,327,265
2.5%
Net Inventory Sales $0
Other Revenue $22,260,723
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,653,787
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $562,442,648
36.5%
Assets/Debt
Total Assets $1,810,856,061
Total Liabilities $1,310,414,836
Net Assets $500,441,225
Other
Operated hospital facilities
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Bradley Inkrott Md (Clinical Physician Shmg) $1,643,003 $0 $36,651
Dane Donich Md (Clinical Physician Shmg) $1,576,673 $0 $22,099
Samuel Borsellino Md (Clinical Physician Shmg) $1,371,235 $0 $33,894
Paul Hartzfeld Md (Clinical Physician Shmg) $1,274,465 $0 $26,814
Ryan Garritsen Md (Clinical Physician Shmg) $1,262,321 $0 $6,649
David Custodio Md (President, Shs (End 11/22)) $808,814 $0 $101,203
Peter Bittenbender Md (Dir.Shs & Shmg,Clin. Phy.) $792,546 $0 $37,060
Michael Hughes Md (Pres. Summa Barberton (End 11/22)) $691,109 $0 $86,932
Phylis Ferrara (Sf Pres. & Cdo (End 10/22)) $593,109 $0 $72,286
Vivek Bhalla Md (Pres. Summa Health Med.Gr.) $589,214 $0 $96,168
Kathleen Blake (Svp, Pres. Post Acute/Home) $412,053 $0 $70,308
Lorie Rhine Rn (Vp, Cno (End 10/22)) $401,645 $0 $33,886
William Bauman Md (Dir.Sf,Clinical Physician) $304,516 $0 $29,298
Lynn Hamrich Md (Dir.Shs,Clinical Physician) $284,784 $0 $39,950
Jessica Hudson (Sf Pres. & Cdo (Beg 10/22)) $193,343 $0 $15,563
T Clifford Deveny Md (Ceo Shs, Director Shs & Sf) $0 $1,819,932 $210,697
George Strickler (Director & Chairman Shs) $0 $0 $0
Nicholas Browning (Dir. V.Ch. Shs,Dir. Ch Shmg) $0 $0 $0
Ramona Hood (Director Shs) $0 $0 $0
Orry Jacobs (Director Shs & Shmg) $0 $0 $0
Stephen Comunale (Director Shs (End 8/22)) $0 $0 $0
Barbara Faciana (Director Shs) $0 $0 $0
Costas Kefalas Md (Director Shs) $0 $0 $0
Almeta Cooper (Director (Start 2/22)) $0 $0 $0
Edward Marx (Director (Start 2/22)) $0 $0 $0
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990
Filed on Nov. 10, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,396,622,299
Expenses
$1,384,761,934
Net Income
$11,860,365
Net Assets
$497,041,349
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,097,338
1.3%
Program Services $1,356,457,546
97.1%
Investment Income $207,682
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income -$719,730
Net Fundraising $0
Sales of Assets $719,220
0.1%
Net Inventory Sales $0
Other Revenue $21,860,243
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,964,968
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $499,876,418
36.1%
Assets/Debt
Total Assets $1,853,324,067
Total Liabilities $1,356,282,718
Net Assets $497,041,349
Other
Operated hospital facilities
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Bradley Inkrott Md (Clinical Physician Shmg) $1,653,311 $0 $35,853
Dane Donich Md (Clinical Physician Shmg) $1,396,528 $0 $28,429
Samuel Borsellino Md (Clinical Physician Shmg) $1,298,361 $0 $32,023
Eric Espinal Md (Clinical Physician Shmg) $1,149,495 $0 $38,096
Derek Klaus Md (Clinical Physician Shmg) $1,129,493 $0 $39,471
Peter Bittenbender Md (Dir. Shs & Dir. Shmg, Physician) $757,437 $0 $33,881
Lydia Cook Md (Pres. Summa Health Med (End10/21)) $583,431 $0 $78,420
David Custodio Md (President, Shs) $564,129 $0 $96,744
Michael Hughes Md (President Summa Barberton) $497,379 $0 $83,219
Phylis Ferrara (Sf President And Cdo) $454,120 $0 $68,690
William Bauman Md (Director Sf, Clinical Physician) $373,733 $0 $32,715
Viveck Bhalla Md (Pres. Summa Health Med.(St. 10/21)) $335,459 $0 $51,099
Lori Rhine Rn (Vp, Cno Akron & St. Thomas) $316,786 $0 $37,228
Lynn Hamrich Md (Director Shs, Clinical Physician) $279,136 $0 $38,879
Kathleen Blake (Svp, Pres. Post Acute/Home/Nhc) $251,528 $0 $30,955
T Clifford Deveny Md (Ceo Shs, Director Shs & Sf) $0 $1,322,923 $206,790
George Strickler (Director & Chairman Shs) $0 $0 $0
Nicholas Browning (Dir. Vice Ch. Shs, Dir. Ch. Shmg) $0 $0 $0
Ramona Hood (Director Shs (Started 1/21)) $0 $0 $0
Orry Jacobs (Dir. Shs & Shmg (Start 1/21)) $0 $0 $0
Stephen Comunale (Director Shs) $0 $0 $0
Barbara Faciana (Director Shs) $0 $0 $0
Philip Kaufmann (Director Shs) $0 $0 $0
Costas Kefalas Md (Director Shs) $0 $0 $0
Jay Williamson Md (Dir. & Vice Chair Shmg (Start 1/21)) $0 $0 $0
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990
Filed on Nov. 10, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,133,953,350
Expenses
$1,157,861,619
Net Income
-$23,908,269
Net Assets
$413,491,316
Notable Sources of Revenue Percent of Total Revenue
Contributions $32,317,940
2.9%
Program Services $1,085,525,622
95.7%
Investment Income $472,643
0.0%
Bond Proceeds $134,377
0.0%
Royalties $0
Rental Property Income -$1,098,286
Net Fundraising $0
Sales of Assets $548,720
0.0%
Net Inventory Sales $0
Other Revenue $16,052,334
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,825,771
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $431,930,064
37.3%
Assets/Debt
Total Assets $1,741,971,957
Total Liabilities $1,328,480,641
Net Assets $413,491,316
Other
Operated hospital facilities
Compensation
Key Employees and Officers Compensation Related Other
Samuel Borsellino Md (Clinical Physician Shmg) $1,339,818 $0 $26,217
Dane Donich Md (Clinical Physician Shmg) $1,323,342 $0 $30,749
Bradley Inkrott Md (Clinical Physician Shmg) $1,272,544 $0 $43,583
Eric Espinal Md (Clinical Physician Shmg) $1,212,987 $0 $37,342
Mark Pozsgay Do (Clinical Physician Shmg) $1,211,464 $0 $37,980
Peter Bittenbender Md (Dir. Shs & Dir. Shmg) $762,238 $0 $23,441
Lydia Cook Md (President Summa Health Med) $728,325 $0 $13,575
David Custodio Md (President, Shs) $706,839 $0 $37,612
Michael Hughes Md (President Summa Barberton) $622,636 $0 $32,487
William Bauman Md (Director Sf) $621,627 $0 $32,318
Phylis Ferrara (Sf President And Cdo) $574,607 $0 $47,060
Lori Rhine Rn (Vp, Cno Akron & St. Thomas) $388,745 $0 $35,753
Lynn Hamrich Md (Director Shs) $277,819 $0 $37,439
T Clifford Deveny Md (Ceo Shs, Director Shs & Sf) $0 $1,659,225 $35,124
Nicholas Browning (Dir. Shs & Dir. Shmg) $0 $0 $0
Stephen Comunale (Director Shs) $0 $0 $0
Barbara Faciana (Director Shs) $0 $0 $0
Philip Kaufmann (Director Shs) $0 $0 $0
George Strickler (Director Shs) $0 $0 $0
Costas Kefalas Md (Director & Vice Chair Shs) $0 $0 $0
Daryl Cameron (Director Shs) $0 $0 $0
Jeffrey Copeland (Director Shs) $0 $0 $0
James Kravec Md (Director Shs) $0 $0 $0
Jason Seigert (Director Shs) $0 $0 $0
Robert Shroder (Director Shs) $0 $0 $0
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990
Filed on Nov. 8, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,103,943,968
Expenses
$1,077,192,265
Net Income
$26,751,703
Net Assets
$461,658,657
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,059,556
0.2%
Program Services $1,078,618,120
97.7%
Investment Income $199,608
0.0%
Bond Proceeds $877,359
0.1%
Royalties $0
Rental Property Income -$1,515,123
Net Fundraising $0
Sales of Assets $3,810,028
0.3%
Net Inventory Sales $0
Other Revenue $19,894,420
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,289,949
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $405,658,728
37.7%
Assets/Debt
Total Assets $1,440,382,447
Total Liabilities $978,723,790
Net Assets $461,658,657
Other
Operated hospital facilities
Compensation
Key Employees and Officers Compensation Related Other
Derek Klaus Md (Clinical Physician Shmg) $1,286,463 $0 $40,393
Mark Pozsgay Do (Cl Inical Physician Shmg) $1,254,395 $0 $39,256
John G Zografakis Md (Clin Ical Physician Shmg) $1,148,989 $0 $38,118
Anand Desai Md (Clinical Physician Shmg) $1,124,428 $0 $9,998
Kiel Pfefferie Md (Clini Cal Physician Shmg) $1,066,909 $0 $29,046
Peter Bittenbender Md (Dir. Shs & Dir. Shmg) $751,590 $0 $17,013
Lydia Cook Md (President Summa Health Med) $735,253 $0 $18,722
David Custodio Md (President, Shs) $715,592 $0 $35,051
Michael Hughes Md (President Summa Barberton) $613,856 $0 $30,776
Phylis Ferrara (President & Cdo, Sf) $581,539 $0 $21,218
Lori Rhine Rn (Vp, Cno Akron & St. Thomas) $445,831 $0 $32,971
Lynn Hamrich Md (Director Shs) $263,257 $0 $27,281
T Clifford Deveny Md (Ceo Shs, Director Shs & Sf) $0 $1,473,583 $36,083
Robert A Gerberry (Shs Sec./Sr. Vp G.Counsel,) $0 $693,493 $26,935
Keith T Coleman (Svp Cfo, Tr. Shs & Shmg, A) $0 $644,672 $23,623
Thomas P O'neill (Vp, Cfo Shs, Assistant Tre) $0 $622,216 $28,943
Tammy Scarborough (President Ambulatory Care) $0 $571,056 $17,679
Nicholas Browning (Dir. Shs & Dir. Shmg) $0 $0 $0
Stephen Comunale (Director Shs) $0 $0 $0
Barbara Faciana (Director Shs) $0 $0 $0
Philip Kaufmann (Director Shs) $0 $0 $0
George Strickler (Director Shs) $0 $0 $0
Costas Kefalas Md (Director & Vice Chair Shs) $0 $0 $0
Daryl Cameron (Director Shs) $0 $0 $0
Jeffrey Copeland (Director Shs) $0 $0 $0
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990
Filed on Nov. 16, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,041,956,790
Expenses
$992,256,387
Net Income
$49,700,403
Net Assets
$401,352,734
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,059,909
0.1%
Program Services $1,008,429,386
96.8%
Investment Income $217,019
0.0%
Bond Proceeds $2,182,791
0.2%
Royalties $0
Rental Property Income -$1,371,024
Net Fundraising $0
Sales of Assets $13,848,382
1.3%
Net Inventory Sales $0
Other Revenue $17,590,327
1.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,834,297
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $379,154,856
38.2%
Assets/Debt
Total Assets $1,378,833,024
Total Liabilities $977,480,290
Net Assets $401,352,734
Other
Operated hospital facilities
Compensation
Key Employees and Officers Compensation Related Other
Mark Pozsgay Do (Cl Inical Physician Shmg) $1,227,736 $0 $36,884
John G Zografakis Md (Clin Ical Physician Shmg) $1,083,534 $0 $35,105
Derek Klaus Md (Clinical Physician Shmg) $1,040,086 $0 $33,939
Eric A Espinal Md (Clini Cal Physician Shmg) $1,001,994 $0 $34,887
Anand Desai Md (Clinical Physician Shmg) $965,396 $0 $9,983
Peter Bittenbender Md (Dir. Shs & Dir. Shmg) $710,999 $0 $16,762
Lydia Cook Md (President Summa Health Medical Group) $509,434 $0 $18,432
David Custodio Md (President, Shs) $501,189 $0 $32,678
Michael Hughes Md (President Summa Barberton) $441,237 $0 $25,869
Phylis Ferrara (President & Cdo, Sf) $400,917 $0 $21,191
Lynn Hamrich Md (Director Shs) $262,831 $0 $24,336
Lori Rhine Rn (Vp, Cno Akron & St. Thomas) $244,144 $0 $30,612
Nicholas Browning (Dir. Shs & Dir. Shmg) $0 $0 $0
Stephen Comunale (Director Shs) $0 $0 $0
Anton Decker (Director Shs (End 11/2018)) $0 $0 $0
T Clifford Deveny Md (Ceo Shs, Director Shs & Sf) $0 $1,502,579 $32,943
Barbara Faciana (Director Shs) $0 $0 $0
Philip Kaufmann (Director Shs) $0 $0 $0
Anthony Lockhart (Director & Chairman Shs) $0 $0 $0
James Mcilvaine (Dir. Shs & Chair/Dir. Shmg) $0 $0 $0
George Strickler (Director Shs (Start 5/18) Dir/Treas Sf (End 7/18) $0 $0 $0
Leila Vespoli (Director Shs (End 3/2018)) $0 $0 $0
Costas Kefalas Md (Director Shs) $0 $0 $0
Daryl Cameron (Director Shs) $0 $0 $0
Jeffrey Copeland (Director Shs) $0 $0 $0
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990
Filed on Nov. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,001,226,935
Expenses
$1,026,495,454
Net Income
-$25,268,519
Net Assets
$355,415,266
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,017,693
0.1%
Program Services $980,455,645
97.9%
Investment Income $223,187
0.0%
Bond Proceeds $476,396
0.0%
Royalties $0
Rental Property Income -$3,858,594
Net Fundraising $0
Sales of Assets $7,723,907
0.8%
Net Inventory Sales $0
Other Revenue $15,188,701
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,324,395
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $392,280,829
38.2%
Assets/Debt
Total Assets $1,304,834,315
Total Liabilities $949,419,049
Net Assets $355,415,266
Other
Operated hospital facilities
Compensation
Key Employees and Officers Compensation Related Other
Mark Pozsgay Do (Clinical Physician Shmg) $1,088,580 $0 $41,850
Eric A Espinal Md (Clinical Physician Shmg) $971,446 $0 $35,670
John G Zografakis Md (Clinical Physician Shmg) $964,033 $0 $36,580
Howard Zhang Md (Clinical Physician Shmg) $928,918 $0 $5,736
Scott Weiner Md (Clinical Physician Shmg) $899,135 $0 $34,934
Peter Bittenbender Md (Dir. Shs (3/17),Dir. Shmg(12/17)) $685,858 $0 $17,373
David Custodio Md (President, Shs (Start 5/17)) $665,216 $0 $33,065
Lydia Cook Md (President Shmg) $605,453 $0 $17,505
Phylis Ferrara (President & Cdo, Sf) $501,813 $0 $24,630
Matthew Wayne Md (Cmo Shmg) $492,280 $0 $17,017
Lynn Hamrich Md (Director Shs) $248,884 $0 $15,301
Nicholas Browning (Director Shs & Shmg) $0 $0 $0
Daryl Cameron (Director Shs) $0 $0 $0
Stephen Comunale (Director Shs) $0 $0 $0
Jeffrey Copeland (Director Shs (Start 8/17)) $0 $0 $0
Anton Decker (Director Shs (Start 8/17)) $0 $0 $0
Barbara Faciana (Director Shs (Start 3/17)) $0 $0 $0
Costas Kefalas Md (Director Shs (Start 3/17)) $0 $0 $0
James Kravec Md (Director Shs) $0 $0 $0
Anthony Lockhart (Director Shs) $0 $0 $0
Thomas Malone Md (Ceo Shs, Director Shs & Sf(end 2/17)) $0 $2,935,557 $18,925
T Clifford Deveny Md (Ceo Shs, Dir. Shs & Sf (Start3/17), Pres.Shs 5/17) $0 $713,195 $33,324
James Mcilvaine (Chair Shs & Chair & Dir. Shmg) $0 $0 $0
Robert Shroder (Director Shs) $0 $0 $0
Brian Smith (Director Shs(end8/17)&Shmg(end12/17)) $0 $0 $0
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990
Filed on Nov. 12, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,014,525,926
Expenses
$992,189,340
Net Income
$22,336,586
Net Assets
$382,963,915
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,449,196
0.2%
Program Services $989,432,983
97.5%
Investment Income $1,013,268
0.1%
Bond Proceeds -$38,878
Royalties $0
Rental Property Income $1,028,836
0.1%
Net Fundraising -$145,483
Sales of Assets $3,833,030
0.4%
Net Inventory Sales $0
Other Revenue $16,952,974
1.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,174,990
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $379,834,454
38.3%
Assets/Debt
Total Assets $1,171,917,505
Total Liabilities $788,953,590
Net Assets $382,963,915
Other
Operated hospital facilities
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mark Pozsgay Do (Clinical Physician Shmg) $1,119,725 $0 $29,874
Eric A Espinal Md (Clinical Physician Shmg) $1,108,464 $0 $33,260
Anand B Desai Md (Clinical Physician Shmg) $952,908 $0 $30,394
John G Zografakis Md (Clinical Physician Shmg) $900,718 $0 $34,806
Tiffany D Marchand Md (Clinical Physician Shmg) $864,658 $0 $16,291
Phylis Ferrara (President & Cdo, Sf) $505,135 $0 $19,022
Lydia Cook Md (President Summa Health Medical Group) $470,001 $0 $10,240
David Custodio Md (Cmo Shs) $426,787 $0 $31,683
Matthew Wayne Md (Cmo Summa Health Medical Group) $381,119 $0 $6,878
Kathleen Jobe (Cno Shs (End 9/2016)) $212,115 $0 $17,269
Nicholas Browning (Director Shs & Shmg) $0 $0 $0
Daryl Cameron (Director Shs) $0 $0 $0
Stephen Comunale (Director Shs (As Of 08/2016)) $0 $0 $0
Lynn Hamrich Md (Director Shs) $0 $0 $0
James Kravec Md (Director Shs) $0 $0 $0
Anthony Lockhart (Director Shs) $0 $0 $0
Thomas Malone Md (Ceo Shs, Director Shs & Sf) $0 $1,538,920 $22,254
James Mcilvaine (Chair Shs & Chair Shmg) $0 $0 $0
Robert Shroder (Director Shs (As Of 04/2016)) $0 $0 $0
Brian Smith (Director Shs & Shmg) $0 $0 $0
Leila Vespoli (Director Shs) $0 $0 $0
Vivian Von Gruenigen Md (Director Shs) $0 $503,848 $18,487
Norman Wells Jr (Director Shs (End 7/2016)) $0 $0 $0
Scott Wilber Md (Director Shs (As Of 04/2016)) $0 $0 $0
Michael Hughes Md (Director Shs(end 4/2016)) $0 $626,882 $23,986
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990
Filed on Nov. 14, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,068,308,450
Expenses
$1,007,119,369
Net Income
$61,189,081
Net Assets
$466,871,269
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,313,648
0.5%
Program Services $1,036,977,973
97.1%
Investment Income $1,607,597
0.2%
Bond Proceeds $4,791
0.0%
Royalties $0
Rental Property Income $1,040,152
0.1%
Net Fundraising -$541,236
Sales of Assets $5,810,403
0.5%
Net Inventory Sales $0
Other Revenue $18,095,122
1.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,825,383
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $369,991,664
36.7%
Assets/Debt
Total Assets $1,139,746,498
Total Liabilities $672,875,229
Net Assets $466,871,269
Other
Operated hospital facilities
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mark Pozsgay Do (Bariatric Surgery) $1,133,449 $0 $36,411
John G Zografakis Md (Bariatric Surgery) $1,053,418 $0 $38,404
Scott Weiner Md (Dir.Shs(end 10/15),Sbh(end 5/15)) $917,380 $0 $34,610
Eric T Miller Md (Orthopaedic Surgery) $871,454 $0 $12,052
Adrian G Dan Md (Bariatric Surgery) $867,617 $0 $30,650
R Douglas Trochelman Md (Medical Dir. Oncology) $711,774 $0 $26,338
Joseph Koenig Md (Director Spi(end 12/15)) $676,935 $0 $23,110
Michael Hughes Md (Dir.Shs(chr.End5/15),Dir.Sbh(end5/15)) $665,564 $0 $25,912
William Bauman Md (Dir.Shs(end'15)sbh(end'15)spi(end'15)) $662,465 $0 $26,667
Phylis Ferrara (President & Cdo, Sf) $461,198 $0 $16,345
Vivian Von Gruenigen Md (Dir./Chair Shs(end10/15),Chair Sbh(end 5/15)) $455,940 $0 $27,867
David Custodio Md (Shs Cmo) $445,347 $0 $32,637
Steven Gaich Md (Director Spi(end 12/15)) $320,829 $0 $10,352
Steve Schmidt (Former Officer) $282,358 $0 $2,008
Jay Williamson Md (President,Spi (End 10/15)) $257,036 $0 $13,656
Lydia Cook (President Spi) $256,278 $0 $40,298
Thomas Debord (Former President Sbh) $251,588 $0 $12,807
Kathleen Jobe (Vp, Cno, Sbh(end 5/15)) $236,402 $0 $22,379
Matthew Wayne Md (Cmo, Spi) $205,386 $0 $3,407
Bryan Fredericks (Former Coo, Spi) $184,109 $0 $12,304
Robert Debski Md (Dir. Shs(end 10/15),Sbh(end 5/15)) $174,045 $0 $17,042
Thomas Clark (Director/Chair Sf) $0 $0 $0
Daniel Finelli Md (Dir./Vice Chair Shs,Sbh (End 10/15)) $0 $0 $0
Robert A Gerberry (Dir.Spi(end'15),Secty Shs/Sbh,Gen.Counsel) $0 $475,922 $6,307
Scott Honnold (Director/Treas Sf) $0 $0 $0
See filing for compensation of 59 other people →
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990
Filed on Nov. 14, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,050,509,083
Expenses
$999,200,538
Net Income
$51,308,545
Net Assets
$478,244,332
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,525,120
0.8%
Program Services $1,002,586,876
95.4%
Investment Income $3,776,554
0.4%
Bond Proceeds $1,585,638
0.2%
Royalties $0
Rental Property Income -$143,014
Net Fundraising -$377,693
Sales of Assets $5,323,168
0.5%
Net Inventory Sales $0
Other Revenue $29,232,434
2.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $7,068,840
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $378,564,064
37.9%
Assets/Debt
Total Assets $1,165,798,880
Total Liabilities $687,554,548
Net Assets $478,244,332
Other
Operated hospital facilities
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mark Pozsgay Do (Bariatric Surgery) $1,179,119 $0 $19,182
John Zografakis Md (Bariatric Surgery) $1,150,041 $0 $20,144
Adrian Dan Md (Bariatric Surgery) $944,537 $0 $22,127
Eric Miller Md (Orthopaedic Surgery) $905,152 $0 $6,075
Scott Weiner Md (Director Shs, Sbh, Wrh) $792,864 $0 $21,334
Joseph Koenig Md (Director Spi) $777,028 $0 $18,762
William Bauman Md (Director Shs, Sbh, Wrh, Spi) $657,388 $0 $18,979
Joseph Zarconi Md (System Vp, Med Ed & Chief Academic Officer) $590,168 $0 $53,675
Joel Porter Md (Colorectal Surgery) $577,561 $0 $10,400
Thomas Debord (President Sbh & Wrh (End 4/14)) $557,476 $0 $15,041
Alfred G Kious Md (Former Officer) $424,271 $0 $2,091
Phylis Ferrara (President & Cdo, Sf) $395,076 $0 $11,953
Bryan Fredericks (Coo, Spi (End 8/14)) $378,318 $0 $13,221
Joseph P Myers Md (Cmo, Sbh, Wrh) $365,131 $0 $14,535
Jason Niehaus (Svp Hospital Ops & Site Administration) $361,432 $0 $41,006
Jay Williamson Md (President, Spi) $360,745 $0 $12,192
Robert Debski Md (Director Shs, Sbh, Wrh) $358,870 $0 $9,764
Steve Schmidt (Former Officer) $350,566 $0 $9,040
Steven Gaich Md (Director Spi) $348,135 $0 $10,999
Dale Murphy Md (Director Spi (End 6/14)) $337,815 $0 $3,966
Charles Alderson (Cfo, Sbh & Wrh (End 5/14)) $277,168 $0 $11,301
Kathleen Jobe (Cno, Sbh, Wrh) $241,733 $0 $12,465
R James Dom Dera Md (Director Shs, Sbh, Wrh) $300 $65,000 $0
Thomas Clark (Director/Chair Sf) $0 $0 $0
Daniel Finelli Md (Director/Vice Chair Shs, Sbh, Wrh) $0 $0 $0
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990
Filed on Nov. 13, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,143,732,758
Expenses
$1,089,198,692
Net Income
$54,534,066
Net Assets
$585,812,647
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,800,411
0.8%
Program Services $1,101,296,459
96.3%
Investment Income $9,352,825
0.8%
Bond Proceeds $26,717
0.0%
Royalties $0
Rental Property Income $4,992,470
0.4%
Net Fundraising -$358,727
Sales of Assets $4,554,804
0.4%
Net Inventory Sales $0
Other Revenue $15,067,799
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $7,602,813
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $393,389,512
36.1%
Assets/Debt
Total Assets $1,221,959,811
Total Liabilities $636,147,164
Net Assets $585,812,647
Other
Operated hospital facilities
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Scott Weiner Md (Director Sacsth, Sbh, Wrh) $891,150 $0 $18,228
Adrian Dan Md (Hce Bariatric Surgery) $849,180 $0 $16,209
John Zografakis Md (Hce Bariatric Surgery) $806,782 $0 $18,040
Joel Porter Md (Hce Colorectal Surgery) $799,610 $0 $11,284
Joseph Koenig Md (Director Spi) $771,014 $0 $17,405
Douglas Trochelman Md (Director Sacsth (End 9/13)) $766,450 $0 $16,124
Eric Miller Md (Hce Orthopaedic Surgery) $764,460 $0 $9,225
Mehool Patel Md (Hce Oncology, Hematology) $709,135 $0 $6,649
William Bauman Md (Director Sacsth, Sbh, Wrh, Spi) $615,922 $0 $15,856
Joseph Mc Shannic Md (Director Sacsth (End 9/13)) $532,139 $0 $21,232
Michael Bage Md (Director Sacsth (End 9/13)) $502,517 $0 $15,755
Joseph Varley Md (Director Sacsth (End 9/13)) $363,845 $0 $19,233
A Gus Kious Md (Director/Pres Spi (End 12/13)) $331,767 $0 $17,006
Steven Gaich Md (Director Spi) $323,915 $0 $10,260
Thomas De Bord (President Sbh & Wrh) $316,075 $0 $39,646
Bryan Fredericks (Coo, Spi) $280,819 $0 $12,648
Robert Debski Md (Director Sacsth, Sbh, Wrh) $275,450 $0 $8,969
Steve Schmidt (Coo, Sf) $259,262 $0 $34,616
Jay Williamson Md (Former President, Spi) $219,314 $0 $10,961
Charles Alderson (Cfo, Sbh & Wrh) $205,935 $0 $11,072
Darrell Widmer Md (Director Wrh (End 9/13)) $200,641 $0 $7,202
Phylis Ferrara (President/Cdo, Sf) $198,223 $0 $1,101
Kathleen Jobe (Chief Nursing Officer, Sbh) $196,356 $0 $10,098
Hitesh Makkar Md (Director Sacsth, Sbh, Wrh) $40,678 $0 $0
Rodney Ison Md (Director Sbh (End 9/13)) $18,830 $18,000 $0
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990
Filed on Nov. 11, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,150,242,683
Expenses
$1,107,354,301
Net Income
$42,888,382
Net Assets
$466,348,082
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,541,029
0.6%
Program Services $1,107,704,787
96.3%
Investment Income $16,956,579
1.5%
Bond Proceeds $1,361,976
0.1%
Royalties $0
Rental Property Income $3,948,932
0.3%
Net Fundraising -$301,370
Sales of Assets $2,914,877
0.3%
Net Inventory Sales $0
Other Revenue $11,115,873
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $16,705,017
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $392,606,657
35.5%
Assets/Debt
Total Assets $1,193,991,987
Total Liabilities $727,643,905
Net Assets $466,348,082

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,107,637,483
Expenses
$1,063,838,980
Net Income
$43,798,503
Net Assets
$417,981,868
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,053,617
0.5%
Program Services $1,061,546,122
95.8%
Investment Income $17,362,933
1.6%
Bond Proceeds $3,063,605
0.3%
Royalties $0
Rental Property Income $6,684,926
0.6%
Net Fundraising -$50,742
Sales of Assets $1,511,841
0.1%
Net Inventory Sales $0
Other Revenue $11,465,181
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $16,739,332
1.6%
Professional Fundraising Fees $0
Other Salaries and Wages $385,409,752
36.2%
Assets/Debt
Total Assets $1,136,021,642
Total Liabilities $718,039,774
Net Assets $417,981,868

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,069,118,521
Expenses
$1,037,398,258
Net Income
$31,720,263
Net Assets
$390,693,625
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,452,932
1.6%
Program Services $1,026,551,028
96.0%
Investment Income $5,812,063
0.5%
Bond Proceeds $226,721
0.0%
Royalties $0
Rental Property Income $1,310,186
0.1%
Net Fundraising -$66,346
Sales of Assets $8,393,161
0.8%
Net Inventory Sales $0
Other Revenue $9,438,776
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $17,342,989
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $380,159,135
36.6%
Assets/Debt
Total Assets $1,065,416,547
Total Liabilities $674,722,922
Net Assets $390,693,625

No Document Links

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

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.

Which Organizations Are Here?

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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