TY 2020 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) CURTIS DORSCH MD VICE CHAIRMAN/PHYSICIAN/DIRECTOR	50.0 ................. 0	X	X	522,544	0	65,961
(2) ROBERT PRICHARD MD SEH Chief Integration Officer, SEP President/CEO	25.0 ................. 25.0	X	X	0	1,032,746	76,113
(3) BRIAN SCHACK MD PHYSICIAN / DIRECTOR	50.0 ................. 0	X		410,738	0	49,453
(4) CHAITANYA MANDAPAKALA MD PHYSICIAN	50.0 ................. 0	X		647,804	0	65,405
(5) DANIEL FLORA MD PHYSICIAN	50.0 ................. 0	X		772,264	0	75,866
(6) DONALD PRICE MD PHYSICIAN	50.0 ................. 0	X		351,666	0	68,441
(7) GARREN COLVIN PRESIDENT/CEO ST. ELIZABETH HEALTHCARE	4.0 ................. 51.0	X		0	1,478,596	81,717
(8) KEVIN MARTIN MD PHYSICIAN	50.0 ................. 0	X		892,574	0	43,046
(9) LAROY KENDALL MD TRUSTEE	4.0 ................. 50.0	X		0	547,430	62,316
(10) LISA AREHART APRN APRN	50.0 ................. 0	X		255,924	0	39,784
(11) LORI RITCHEY-BALDWIN CFO St. Elizabeth Healthcare	4.0 ................. 51.0	X		0	845,146	69,167
(12) PATRICIA ABELLO MD PHYSICIAN / DIRECTOR	50.0 ................. 0	X		694,576	0	54,610
(13) PAUL GREGORY HOULIHAN MD PHYSICIAN / DIRECTOR	4.0 ................. 50.0	X		0	712,080	69,541
(14) ROBERT BAKER MD PHYSICIAN / DIRECTOR	50.0 ................. 4.0	X		227,055	0	61,580
(15) SONIA CHOPRA MD PHYSICIAN	50.0 ................. 0	X		409,616	0	59,366
(16) STACEY BISHOP-YEATMAN MD PHYSICIAN	50.0 ................. 0	X		316,778	0	63,256
(17) SUSAN OAKLEY MD PHYSICIAN / DIRECTOR	50.0 ................. 0	X		609,080	0	34,537

(A) Name and business address	(B) Description of services	(C) Compensation
Anesthesia Group Practice 340 Thomas More Parkway Crestview Hills,KY41017	Medical Services	712,168
Press Ganey Associates Inc PO Box 88335 Milwaukee,WI532880335	Technical Services	693,310
Timothy J Kappes 731 Timber Lane Independence,KY410518782	Outsourcing	498,950
Experian Health Inc PO Box 886133 Los Angeles,CA900886113	Cleaning Services	440,426
DEGENHARDT ENTERPRISES LLC 2169 CHAMBER CENTER DR Ft Mitchell,KY41017	Cleaning Services	353,206
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 22

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

Summit Medical Group Inc

Employer identification number

61-1300608

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2020

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2019 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2020. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2019. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2019 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2020 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2019 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2020. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2019. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2020

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described in 11a above?

11b

A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2020

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2020

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2020 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2020	(iii) Distributable Amount for 2020
1 Distributable amount for 2020 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2020:
a From 2015.......
b From 2016.......
c From 2017.......
d From 2018.......
e From 2019.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2020 distributable amount
i Carryover from 2015 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2020 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2020 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2021. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2016.....
b Excess from 2017.....
c Excess from 2018.....
d Excess from 2019.....
e Excess from 2020.....

Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
Schedule A, Part I, Line 3 170(B)(1)(A)(III)	ST. ELIZABETH PHYSICIANS IS EXEMPT AS A HOSPITAL UNDER INTERNAL REVENUE CODE SECTION 170(b)(1)(A)(iii); HOWEVER, ST. ELIZABETH PHYSICIANS IS NOT A HOSPITAL AS DEFINED BY FORM 990, SCHEDULE H INSTRUCTIONS.

Schedule A (Form 990 or 990-EZ) 2020

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

Summit Medical Group Inc

Employer identification number

61-1300608

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2020

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .......................

3a(i)

(ii) Related organizations .......................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	0		0
b	Buildings ....
c	Leasehold improvements	9,409,711	6,492,123	2,917,588
d	Equipment ....	18,368,618	11,128,339	7,240,279
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				10,157,867

Schedule D (Form 990) 2020

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)FIXED ASSET PROJECTS IN PROGRESS				177,240
(2)PROFESSIONAL INSURANCE RECEIVABLE				1,930,027
(3)INTERCOMPANY				6,892,886
(4)DAVITA-HOOPER DIALYSIS JV				356,816
(5)RIGHT TO USE OPERATING LEASE ASSETS				105,175,839
(6)ASC842 DEF RENT				1,312
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				114,534,120

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	107,394,136
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2020

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	360,949,355
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	0
e	Add lines 2a through 2d .....................			2e	0
3	Subtract line 2e from line 1..................			3	360,949,355
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b	549,219
c	Add lines 4a and 4b....................			4c	549,219
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	361,498,574

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	367,448,265
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	0
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	367,448,265
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b	549,219
c	Add lines 4a and 4b.....................			4c	549,219
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	367,997,484

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	NO PROVISION HAS BEEN MADE FOR INCOME TAXES SINCE ST. ELIZABETH HEALTHCARE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY ST. ELIZABETH HEALTHCARE AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2020, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ST. ELIZABETH HEALTHCARE IS NOT CURRENTLY UNDER EXAMINATION BY THE INTERNAL REVENUE SERVICE OR ANY STATE OR LOCAL TAX AUTHORITIES. ST. ELIZABETH HEALTHCARE'S FEDERAL TAX RETURNS FOR THE YEAR ENDED PRIOR TO DECEMBER 31, 2017 AND PRIOR YEARS ARE NO LONGER SUBJECT TO EXAMINATION AS THE STATUTE OF LIMITATIONS HAS EXPIRED FOR THOSE YEARS.
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements	OTHER PERIODIC PENSION COSTS - 549219
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements	OTHER PERIODIC PENSION COSTS - 549219

Schedule D (Form 990) 2020

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow

Attach to Form 990.
Graphic Arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

Summit Medical Group Inc

Employer identification number

61-1300608

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Yes

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2020

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1CURTIS DORSCH MD VICE CHAIRMAN/PHYSICIAN/DIRECTOR	(i) (ii)	459,224 ------------- 0	59,498 ------------- 0	3,822 ------------- 0	34,282 ------------- 0	31,679 ------------- 0	588,505 ------------- 0	0 ------------- 0
2ROBERT PRICHARD MD SEH Chief Integration Officer, SEP President/CEO	(i) (ii)	0 ------------- 771,324	0 ------------- 251,740	0 ------------- 9,682	0 ------------- 50,300	0 ------------- 25,813	0 ------------- 1,108,859	0 ------------- 0
3GINA GROVE MD PHYSICIAN / FORMER DIRECTOR	(i) (ii)	386,456 ------------- 0	53,340 ------------- 0	5,651 ------------- 0	16,800 ------------- 0	32,090 ------------- 0	494,337 ------------- 0	0 ------------- 0
4JOHN WEBB MD PHYSICIAN/ FORMER DIRECTOR	(i) (ii)	515,950 ------------- 0	45,581 ------------- 0	6,571 ------------- 0	16,800 ------------- 0	30,418 ------------- 0	615,321 ------------- 0	0 ------------- 0
5PATRICIA ABELLO MD PHYSICIAN / DIRECTOR	(i) (ii)	606,008 ------------- 0	81,553 ------------- 0	7,015 ------------- 0	21,518 ------------- 0	33,093 ------------- 0	749,187 ------------- 0	0 ------------- 0
6LISA AREHART APRN APRN	(i) (ii)	229,168 ------------- 0	23,667 ------------- 0	3,089 ------------- 0	16,800 ------------- 0	22,984 ------------- 0	295,708 ------------- 0	0 ------------- 0
7ROBERT BAKER MD PHYSICIAN / DIRECTOR	(i) (ii)	175,783 ------------- 0	44,533 ------------- 0	6,738 ------------- 0	36,300 ------------- 0	25,280 ------------- 0	288,635 ------------- 0	0 ------------- 0
8STACEY BISHOP-YEATMAN MD PHYSICIAN	(i) (ii)	277,084 ------------- 0	37,209 ------------- 0	2,485 ------------- 0	32,156 ------------- 0	31,100 ------------- 0	380,035 ------------- 0	0 ------------- 0
9SONIA CHOPRA MD PHYSICIAN	(i) (ii)	379,116 ------------- 0	28,629 ------------- 0	1,871 ------------- 0	36,300 ------------- 0	23,066 ------------- 0	468,982 ------------- 0	0 ------------- 0
10GARREN COLVIN PRESIDENT/CEO ST. ELIZABETH HEALTHCARE	(i) (ii)	0 ------------- 1,097,911	0 ------------- 369,803	0 ------------- 10,882	0 ------------- 47,500	0 ------------- 34,217	0 ------------- 1,560,312	0 ------------- 0
11DANIEL FLORA MD PHYSICIAN	(i) (ii)	711,149 ------------- 0	58,774 ------------- 0	2,340 ------------- 0	43,623 ------------- 0	32,243 ------------- 0	848,129 ------------- 0	0 ------------- 0
12PAUL GREGORY HOULIHAN MD PHYSICIAN / DIRECTOR	(i) (ii)	0 ------------- 614,189	0 ------------- 86,630	0 ------------- 11,262	0 ------------- 36,300	0 ------------- 33,241	0 ------------- 781,621	0 ------------- 0
13LAROY KENDALL MD TRUSTEE	(i) (ii)	0 ------------- 422,009	0 ------------- 121,350	0 ------------- 4,071	0 ------------- 36,300	0 ------------- 26,016	0 ------------- 609,746	0 ------------- 0
14CHAITANYA MANDAPAKALA MD PHYSICIAN	(i) (ii)	609,741 ------------- 0	35,708 ------------- 0	2,356 ------------- 0	36,300 ------------- 0	29,105 ------------- 0	713,209 ------------- 0	0 ------------- 0
15KEVIN MARTIN MD PHYSICIAN	(i) (ii)	807,646 ------------- 0	53,050 ------------- 0	31,878 ------------- 0	16,800 ------------- 0	26,246 ------------- 0	935,621 ------------- 0	0 ------------- 0
16SUSAN OAKLEY MD PHYSICIAN / DIRECTOR	(i) (ii)	560,129 ------------- 0	46,612 ------------- 0	2,340 ------------- 0	16,800 ------------- 0	17,737 ------------- 0	643,617 ------------- 0	0 ------------- 0
17DONALD PRICE MD PHYSICIAN	(i) (ii)	290,112 ------------- 0	58,793 ------------- 0	2,761 ------------- 0	36,300 ------------- 0	32,141 ------------- 0	420,107 ------------- 0	0 ------------- 0
18LORI RITCHEY-BALDWIN CFO St. Elizabeth Healthcare	(i) (ii)	0 ------------- 628,099	0 ------------- 209,244	0 ------------- 7,802	0 ------------- 36,300	0 ------------- 32,867	0 ------------- 914,313	0 ------------- 0
19BRIAN SCHACK MD PHYSICIAN / DIRECTOR	(i) (ii)	359,477 ------------- 0	47,633 ------------- 0	3,627 ------------- 0	16,800 ------------- 0	32,653 ------------- 0	460,191 ------------- 0	0 ------------- 0
20JACOB BAST SEP COO / SECRETARY	(i) (ii)	0 ------------- 412,957	0 ------------- 64,159	0 ------------- 1,966	0 ------------- 16,800	0 ------------- 29,783	0 ------------- 525,665	0 ------------- 0
21BRUCE HENLEY CFO / TREASURER	(i) (ii)	0 ------------- 280,326	0 ------------- 40,574	0 ------------- 6,990	0 ------------- 36,300	0 ------------- 25,549	0 ------------- 389,738	0 ------------- 0
22DOUG FLORA MD PHYSICIAN/EXECUTIVE MEDICAL DIRECTOR	(i) (ii)	723,114 ------------- 0	80,137 ------------- 0	3,281 ------------- 0	36,300 ------------- 0	33,112 ------------- 0	875,944 ------------- 0	0 ------------- 0
23ANTHONY ALVAREZ MD PHYSICIAN	(i) (ii)	852,171 ------------- 0	99,751 ------------- 0	8,399 ------------- 0	36,300 ------------- 0	36,143 ------------- 0	1,032,764 ------------- 0	0 ------------- 0
24COLLEEN DARNELL MD PHYSICIAN	(i) (ii)	1,060,382 ------------- 0	77,680 ------------- 0	2,340 ------------- 0	16,800 ------------- 0	13,637 ------------- 0	1,170,839 ------------- 0	0 ------------- 0
25ANTHONY ENGLAND MD PHYSICIAN	(i) (ii)	998,385 ------------- 0	46,760 ------------- 0	8,482 ------------- 0	16,800 ------------- 0	32,357 ------------- 0	1,102,784 ------------- 0	0 ------------- 0
26NEAL MOSER MD PHYSICIAN	(i) (ii)	1,074,906 ------------- 0	70,372 ------------- 0	6,102 ------------- 0	36,300 ------------- 0	32,993 ------------- 0	1,220,673 ------------- 0	0 ------------- 0
27WILLIAM WILLMOTT MD PHYSICIAN	(i) (ii)	1,274,617 ------------- 0	104,343 ------------- 0	5,150 ------------- 0	36,300 ------------- 0	31,343 ------------- 0	1,451,753 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2020

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
Schedule J, Part I, Line 3 COMPENSATION DETERMINATION	DR. ROBERT PRICHARD IS EMPLOYED BY AND COMPENSATED THROUGH ST. ELIZABETH MEDICAL CENTER, INC. DBA ST. ELIZABETH HEALTHCARE, A RELATED ORGANIZATION FOR WHICH HE SERVES AS THE PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR SUMMIT MEDICAL GROUP, INC.,DBA ST. ELIZABETH PHYSICIANS. ST. ELIZABETH MEDICAL CENTER, INC. DBA ST. ELIZABETH HEALTHCARE, A RELATED ORGANIZATION, UTILIZES A COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACTS, INDEPENDENT COMPENSATION CONSULTANTS, COMPENSATION SURVEY OR STUDY, FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	The individuals below participate in a split dollar life insurance plan provided by the parent company, St. Elizabeth Medical Center. Please refer to Schedule L for premiums and outstanding loan amounts. Patricia A Abello Robert L Baker Curtis J Dorsch Daniel B Flora Douglas B Flora Gina Battaglia Grove Sai Konduri Kevin D Martin (D) Martin Ryan Moon Donald Lehner Price William Clay Willmott The following individuals are reported on the parent company, St. Elizabeth Medical Center's Schedule L as follows which includes the outstanding balance. GARREN COLVIN - $3,625,835 ROBERT PRICHARD, MD - $1,472,629 LORI RITCHEY-BLADWIN - $537,998
Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization	THE PHYSICIANS ON THE BOARD ARE ALL PRACTICING PHYSICIANS. THEY ARE ALL PARTLY COMPENSATED BASED ON PRODUCTIVITY RELATED TO PATIENT CARE SERVICES. THESE AMOUNTS ARE BASED ON WORK RELATIVE VALUE UNIT (WRVU) BASED COMPENSATION

Schedule J (Form 990) 2020

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

Summit Medical Group Inc

Employer identification number

61-1300608

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No
(1) Patricia A Abello	Physician	To fund split dollar life Insurance premiums for supplemental life insurance		X	75,000	76,917		No	Yes		Yes
(2) Robert L Baker	Physician	To fund split dollar life Insurance premiums for supplemental life insurance		X	600,000	615,832		No	Yes		Yes
(3) Curtis J Dorsch	Physician	To fund split dollar life Insurance premiums for supplemental life insurance		X	90,000	92,334		No	Yes		Yes
(4) Daniel B Flora	Physician	To fund split dollar life Insurance premiums for supplemental life insurance		X	150,000	153,777		No	Yes		Yes
(5) Douglas B Flora	Physician	To fund split dollar life Insurance premiums for supplemental life insurance		X	150,000	153,614		No	Yes		Yes
(6) Gina Battaglia Grove	Physician	To fund split dollar life Insurance premiums for supplemental life insurance		X	75,000	76,945		No	Yes		Yes
(7) Sai Konduri	Physician	To fund split dollar life Insurance premiums for supplemental life insurance		X	91,667	93,048		No	Yes		Yes
(8) Kevin D Martin (D)	Physician	To fund split dollar life Insurance premiums for supplemental life insurance		X	255,000	263,050		No	Yes		Yes
(9) Martin Ryan Moon	Physician	To fund split dollar life Insurance premiums for supplemental life insurance		X	317,261	324,927		No	Yes		Yes
(10) Donald Lehner Price	Physician	To fund split dollar life Insurance premiums for supplemental life insurance		X	350,000	359,500		No	Yes		Yes
(11) William Clay Willmott	Physician	To fund split dollar life Insurance premiums for supplemental life insurance		X	450,000	461,671		No	Yes		Yes
Total ............... $						2,671,615

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2020

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) FGM PROPERTIES	BOARD MEMBER COREY GALLUS IS PART-OWNER OF FGM PROPERTIES	166,744	RENT		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990 or 990-EZ) 2020

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

Summit Medical Group Inc

Employer identification number

61-1300608

Return Reference	Explanation
Form 990, Part VI, Line 13 WHISTLEBLOWER POLICY	SUMMIT MEDICAL GROUP, INC. DBA ST. ELIZABETH PHYSICIANS DOES NOT HAVE A SPECIFIC WHISTLEBLOWER POLICY. HOWEVER, THERE IS A SECTION OF ST. ELIZABETH PHYSICIANS CORPORATE RESPONSIBILITY PROGRAM THAT ADDRESSES COMPLIANCE WITH THE FEDERAL FALSE CLAIMS ACT AND WITHIN THAT SECTION, PROTECTION FOR WHISTLEBLOWERS IS SPECIFICALLY ADDRESSED.
Form 990, Part VI, Line 6 Classes of members or stockholders	SUMMIT MEDICAL GROUP, INC. DBA ST. ELIZABETH PHYSICIANS HAS A SINGLE CORPORATE MEMBER, ST. ELIZABETH MEDICAL CENTER, INC. DBA ST. ELIZABETH HEALTHCARE.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	SUMMIT MEDICAL GROUP, INC. DBA ST. ELIZABETH PHYSICIANS HAS A SINGLE CORPORATE MEMBER, ST. ELIZABETH MEDICAL CENTER, INC. DBA ST. ELIZABETH HEALTHCARE THAT HAS THE ABILITY TO ELECT MEMBERS TO THE GOVERNING BODY OF SUMMIT MEDICAL GROUP, INC. DBA ST. ELIZABETH PHYSICIANS.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	ST. ELIZABETH MEDICAL CENTER, INC. DBA ST. ELIZABETH HEALTHCARE, THE SOLE MEMBER OF SUMMIT MEDICAL GROUP, INC. DBA ST. ELIZABETH PHYSICIANS, HAS CERTAIN RESERVED POWERS OF WHICH INCLUDE APPROVING: (I) ANNUAL CAPITAL AND OPERATING BUDGETS, INCLUDING BUT NOT LIMITED TO, EXPENDITURES FOR INFORMATION SYSTEMS; (II) PHYSICIAN COMPENSATION FORMULAS; (III) LOANS, CAPITAL LEASES OR CREDIT FACILITIES IN ANY FISCAL YEAR; (IV) ACQUISITION, SALE OR CONVEYANCE OF CAPITAL ASSETS, INCLUDING REAL PROPERTY; (V) ACQUISITIONS, ALLIANCES AND JOINT VENTURES WITH OTHER HEALTH CARE PROVIDERS; (VI) SELECTION, EMPLOYMENT, TERMINATION AND COMPENSATION OF A PRESIDENT/CHIEF EXECUTIVE OFFICER; (VII) AMENDMENTS TO THE BYLAWS OR THE ARTICLES OF INCORPORATION OF THE CORPORATION; (VIII) THE DISSOLUTION, MERGER OR SALE OF SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; (IX) CONTRACTUAL RELATIONSHIPS WITH OTHER PHYSICIAN GROUPS AND HEALTH CARE PROVIDERS; (X) CONTRACTING FOR PHYSICIAN SERVICES WITH MANAGED CARE COMPANIES OR OTHER PAYERS; (XI) ESTABLISH ANY COMPENSATION FOR SERVICES AS A MEMBER OF THE BOARD OF DIRECTORS OF THE CORPORATION; AND (XII) ADOPTING OR MATERIALLY MODIFYING A STRATEGIC PLAN FOR THE CORPORATION.
Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body	The organization does not have committees with authority to act on behalf of the governing body.
Form 990, Part VI, Line 11b Review of form 990 by governing body	SUMMIT MEDICAL GROUP, INC. DBA ST. ELIZABETH PHYSICIANS, PROCESS TO REVIEW THE FORM 990 CONSISTS OF THE REVIEW AND APPROVAL BY CERTAIN MEMBERS OF MANAGEMENT AND THE ST. ELIZABETH PHYSICIANS BOARD OF DIRECTORS. THE FORM 990 IS REVIEWED WITH AND APPROVED BY THE FINANCE COMMITTEE. SUBSEQUENT TO THE FINANCE COMMITTEE'S APPROVAL, BUT PRIOR TO FILING WITH THE IRS, THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND MANAGEMENT IS AVAILABLE FOR ANY QUESTIONS OR COMMENTS.
Form 990, Part VI, Line 12c Conflict of interest policy	ST. ELIZABETH PHYSICIANS REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IN THAT ANY DIRECTOR, PRINCIPAL OFFICER, OR A MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE REMAINING INDIVIDUALS ON THE GOVERNING BOARD OR COMMITTEE MEETING WILL DECIDE IF CONFLICTS OF INTEREST EXIST. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWER ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: (I) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (II) HAS READ AND UNDERSTANDS THE CONFLICT OF INTEREST POLICY, (III) HAS AGREED TO COMPLY WITH THE POLICY, AND (IV) UNDERSTANDS THAT THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ITS TAX EXEMPT PURPOSE. WHEN BUSINESS MATTERS COME BEFORE THE BOARD IN WHICH A MEMBER IS INVOLVED AND A POTENTIAL CONFLICT OF INTEREST MAY EXIST: (I) THE MEMBER SHOULD AGAIN MAKE A VERBAL DISCLOSURE TO THE MEMBERSHIP PRESENT; (II) THE BOARD SHALL ASK THE INTERESTED MEMBER TO LEAVE THE MEETING DURING DISCUSSION OF THE MATTER THAT GIVES RISE TO THE POTENTIAL CONFLICT; (III) THE INTERESTED MEMBER SHALL NOT VOTE ON NOR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER THAT GIVES RISE TO THE POTENTIAL CONFLICT; (IV) THE INTERESTED MEMBER SHALL NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT SUCH MEETING; AND (V) THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE, THE VOTE TAKEN, AND WHICH MEMBERS WERE PRESENT AND VOTING.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	IN DETERMINING THE COMPENSATION OF ST. ELIZABETH PHYSICIANS' CHIEF EXECUTIVE OFFICER, AN EVALUATION IS DONE BY THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE USING APPROPRIATE COMPARABLE DATA, AND THEN A COMPENSATION RECOMMENDATION IS PRESENTED TO THE BOARD FOR APPROVAL. THIS PROCESS IS PERFORMED ANNUALLY.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	FOR BOTH THE CHIEF EXECUTIVE OFFICER AND OTHER KEY EXECUTIVES, THE PROCESS INCLUDED A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, REVIEW OF COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE EXTERNAL REVIEW OF EXECUTIVE COMPENSATION IS PERFORMED ANNUALLY AND APPROVED BY THE BOARD. THIS WAS LAST PERFORMED IN 2020. OTHER KEY EXECUTIVES ARE REVIEWED, AND THE CHIEF EXECUTIVE OFFICER MAKES RECOMMENDATIONS FOR THEIR COMPENSATION TO THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE THEN EVALUATES AND APPROVES THE COMPENSATION FOR THE OTHER KEY EXECUTIVES.
Form 990, Part VI, Line 19 Required documents available to the public	UPON REQUEST, ST. ELIZABETH PHYSICIANS WILL MAKE AVAILABLE THE FORM 990 AND THE RELATED APPLICABLE SCHEDULES WHICH ARE OPEN TO PUBLIC INSPECTION. ST. ELIZABETH PHYSICIANS WILL NOT MAKE AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS WHICH ARE NOT OPEN TO PUBLIC INSPECTION.
Form 990, Part IX, Line 11g Other Fees	PHYSICIAN SERVICES - Total Expense: 1287911, Program Service Expense: 1283397, Management and General Expenses: 4514, Fundraising Expenses: 0; NON-PHYSICIAN SERVICES - Total Expense: 652081, Program Service Expense: 479594, Management and General Expenses: 172487, Fundraising Expenses: 0; LABORATORY SERVICES - Total Expense: 1980, Program Service Expense: 1980, Management and General Expenses: 0, Fundraising Expenses: 0; RADIOLOGY SERVICES - Total Expense: 3250, Program Service Expense: 3250, Management and General Expenses: 0, Fundraising Expenses: 0; CONSULTING SERVICES - Total Expense: 61953, Program Service Expense: 2739, Management and General Expenses: 59214, Fundraising Expenses: 0; DATA PROCESSING SERVICES - Total Expense: 1075086, Program Service Expense: 0, Management and General Expenses: 1075086, Fundraising Expenses: 0; COLLECTION SERVICES - Total Expense: 131175, Program Service Expense: 0, Management and General Expenses: 131175, Fundraising Expenses: 0; PURCHASED SERVICES - Total Expense: 306512, Program Service Expense: 276300, Management and General Expenses: 30212, Fundraising Expenses: 0; CLERICAL SERVICES - Total Expense: 222333, Program Service Expense: 0, Management and General Expenses: 222333, Fundraising Expenses: 0; OUTSOURCING SERVICES - Total Expense: 2042955, Program Service Expense: 461624, Management and General Expenses: 1581331, Fundraising Expenses: 0; ACQUISITION COSTS - Total Expense: -415, Program Service Expense: -415, Management and General Expenses: 0, Fundraising Expenses: 0; CONSUMABLES - HARDWARE - Total Expense: 66709, Program Service Expense: 37069, Management and General Expenses: 29640, Fundraising Expenses: 0; BUSINESS TRANSPORTATION - Total Expense: 333370, Program Service Expense: 286076, Management and General Expenses: 47294, Fundraising Expenses: 0; JANITORIAL SERVICES - Total Expense: 605474, Program Service Expense: 577876, Management and General Expenses: 27598, Fundraising Expenses: 0; FIRE/LIFE/SAFETY/SECURITY - Total Expense: 19548, Program Service Expense: 19312, Management and General Expenses: 236, Fundraising Expenses: 0; BUILDING MAINTENANCE - INTERIOR - Total Expense: 297815, Program Service Expense: 269568, Management and General Expenses: 28247, Fundraising Expenses: 0; BUILDING MAINTENANCE - EXTERIOR - Total Expense: 3157, Program Service Expense: 3157, Management and General Expenses: 0, Fundraising Expenses: 0; GROUNDS MAITNENANCE - Total Expense: 45024, Program Service Expense: 40515, Management and General Expenses: 4509, Fundraising Expenses: 0; MAINTENANCE AND REPAIRS - Total Expense: 46897, Program Service Expense: 6150, Management and General Expenses: 40747, Fundraising Expenses: 0; MAINTENANCE AND REPAIRS HVAC - Total Expense: 17638, Program Service Expense: 17638, Management and General Expenses: 0, Fundraising Expenses: 0; MAINTENANCE AND REPAIRS MEDICAL EQUIP - Total Expense: 30388, Program Service Expense: 30388, Management and General Expenses: 0, Fundraising Expenses: 0; MAINTENANCE AND REPAIRS OFFICE EQUIP - Total Expense: 107773, Program Service Expense: 76623, Management and General Expenses: 31150, Fundraising Expenses: 0; MAINTENANCE AND REPAIRS TELECOM - Total Expense: 395068, Program Service Expense: 316909, Management and General Expenses: 78159, Fundraising Expenses: 0; MAINTENANCE AND REPAIRS HARDWARE - Total Expense: 181, Program Service Expense: 181, Management and General Expenses: 0, Fundraising Expenses: 0; MAINTENANCE AND REPAIRS LEGACY SYSTEM - Total Expense: 20755, Program Service Expense: 20755, Management and General Expenses: 0, Fundraising Expenses: 0; PEST CONTROL - Total Expense: 23313, Program Service Expense: 22239, Management and General Expenses: 1074, Fundraising Expenses: 0; FACILITIES - SMALL EQUIP - Total Expense: 1894, Program Service Expense: 1894, Management and General Expenses: 0, Fundraising Expenses: 0; NETWORK/DATA CONNECTION - Total Expense: 96121, Program Service Expense: 69003, Management and General Expenses: 27118, Fundraising Expenses: 0; PHYSICIAN FEES - Total Expense: 22612449, Program Service Expense: 22612449, Management and General Expenses: 0, Fundraising Expenses: 0; STAFF LEASING EXP - Total Expense: 1981576, Program Service Expense: 287896, Management and General Expenses: 1693680, Fundraising Expenses: 0; ADMIN SERVICES EXP - Total Expense: 7597380, Program Service Expense: 212020, Management and General Expenses: 7385360, Fundraising Expenses: 0; MAINTENANCE AND REPAIR SOFTWARE - Total Expense: 93, Program Service Expense: 93, Management and General Expenses: 0, Fundraising Expenses: 0; CONTRACT LABOR - CLINICAL - Total Expense: 1800, Program Service Expense: 1800, Management and General Expenses: 0, Fundraising Expenses: 0; LAUNDRY EXPENSE - Total Expense: 30946, Program Service Expense: 30946, Management and General Expenses: 0, Fundraising Expenses: 0; OTHER FEES - Total Expense: 30, Program Service Expense: 0, Management and General Expenses: 30, Fundraising Expenses: 0; CAM - COMMON AREA MAINTENANCE - Total Expense: 2910240, Program Service Expense: 2440494, Management and General Expenses: 469746, Fundraising Expenses: 0;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	INVESTMENT IN AMSURG - 16654; TRANSFER BETWEEN AFFILIATES - 1925402;

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

Summit Medical Group Inc

Employer identification number

61-1300608

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) SEP NEPHROLOGY HOLDINGS LLC 1360 DOLWICK SUITE 200 ERLANGER,KY41018 82-1075027	HOLDING COMPANY	KY	195,512	303,685	SUMMIT MEDICAL GROUP INC

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)ST ELIZABETH MEDICAL CENTER INC DBA ST ELIZABETH HEALTHCARE 1 MEDICAL VILLAGE DRIVE EDGEWOOD,KY41017 61-0445850	HOSPITAL	KY	501(c)(3)	3	NA		No
(2)Healthcare Advocates of Northern Kentucky 1 Medical Village Drive Edgewood,KY41017 83-2875231	Advance Healthcare Quality and Availability in Northern KY	KY	501(c)(4)		St Elizabeth Medical Center		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2020

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) Healthcare Solutions Network LLC 619 Oak Street Cincinnati,OH45206 47-2103334	PHO	OH	HSN	Related				No			No
(2) Preferred Lab Partners LLC One Medical Village Drive Suite B Edgewood,KY41707 82-4758763	Laboratory	KY	NA	Related				No			No
(3) Bioskills Lab LLC 4123 Olympic Blvd Erlanger,KY41018 32-0571870	Bioskills Lab	KY	SEMC	Related				No			No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) St Elizabeth Provider Network Inc One Medical Village Dr Edgewood,KY41017 47-2862438	Physician-Hospital Org.	KY	St Elizabeth Medical Center Inc	C Corporation				Yes

Schedule R (Form 990) 2020

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

Yes

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

Yes

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2020

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2020

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2020

Additional Data

Software ID:	20011424
Software Version:	2020v4.0

1	Briefly describe the organization’s mission or most significant activities: 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, SOUTHERN OHIO, AND SOUTHERN INDIANA AREAS. SEP PROVIDES QUALITY HEALTH CARE TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	18
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	1
5	Total number of individuals employed in calendar year 2020 (Part V, line 2a) ......	5	2,387
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........		7,048,645
9	Program service revenue (Part VIII, line 2g) .........	357,171,124	354,214,468
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	50,402	31,750
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	183,555	203,711
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	357,405,081	361,498,574
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...		0
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	253,206,234	278,609,379
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	91,894,929	89,388,105
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	345,101,163	367,997,484
19	Revenue less expenses. Subtract line 18 from line 12.......	12,303,918	-6,498,910
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	131,881,432	161,505,600
21	Total liabilities (Part X, line 26).............	140,130,594	174,311,616
22	Net assets or fund balances. Subtract line 21 from line 20.....	-8,249,162	-12,806,016

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 308,678,081 including grants of $ ) (Revenue $ 354,214,468 )
	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, SOUTHERN OHIO, AND SOUTHERN 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 STATUS OF THE PEOPLE WE SERVE THROUGH COST EFFECTIVE MEDICAL CARE. ST. ELIZABETH PHYSICIANS IS DEDICATED TO SERVING NORTHERN KENTUCKY, SOUTHERN OHIO AND SOUTHERN INDIANA WITH 233 FULL-TIME EQUIVALENT PRIMARY CARE PHYSICIANS, 140 FULL-TIME EQUIVALENT SPECIALTY PHYSICIANS, AND 167 ADVANCED PRACTICE PROVIDERS SPECIALIZING IN CARDIOLOGY, ENDOCRINOLOGY, FAMILY MEDICINE, GASTROENTEROLOGY, GENERAL SURGERY, GYNECOLOGY, INTERNAL MEDICINE, PEDIATRICS, PULMONOLOGY AND RHEUMATOLOGY. ST. ELIZABETH PHYSICIANS HAS 134 OFFICES THAT ARE STRATEGICALLY LOCATED THROUGHOUT BOONE, CAMPBELL, KENTON, GRANT, OWEN, PENDLETON AND MASON COUNTIES IN KENTUCKY AND HAMILTON COUNTY IN OHIO AND DEARBORN COUNTY IN INDIANA. ST. ELIZABETH PHYSICIANS IS A MULTI-SPECIALTY PHYSICIAN GROUP PROVIDING PROFESSIONAL MEDICAL SERVICES TO THE COMMUNITY. TOTAL SURGERIES & PROCEDURES: 406,416 TOTAL VISITS: 1,615,327 TOTAL WORK RELATIVE VALUE UNITS: 2,852,373

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses308,678,081

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)				(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) THOMAS COLVIN OUTSIDE DIRECTOR	4.0 .......................0	X				0	0	0
(19) BRUCE HENLEY CFO / TREASURER	15.0 .......................35.0		X			0	327,889	61,849
(20) JACOB BAST SEP COO / SECRETARY	15.0 .......................35.0		X			0	479,082	46,583
(21) ANTHONY ALVAREZ MD PHYSICIAN	50.0 .......................0			X		960,321	0	72,443
(22) ANTHONY ENGLAND MD PHYSICIAN	50.0 .......................0			X		1,053,627	0	49,157
(23) COLLEEN DARNELL MD PHYSICIAN	50.0 .......................0			X		1,140,402	0	30,437
(24) NEAL MOSER MD PHYSICIAN	50.0 .......................0			X		1,151,380	0	69,293
(25) WILLIAM WILLMOTT MD PHYSICIAN	50.0 .......................0			X		1,384,110	0	67,643
(26) DOUG FLORA MD PHYSICIAN/EXECUTIVE MEDICAL DIRECTOR	50.0 .......................0				X	806,532	0	69,412
(27) GINA GROVE MD PHYSICIAN / FORMER DIRECTOR	50.0 .......................0				X	445,447	0	48,890
(28) JOHN WEBB MD PHYSICIAN/ FORMER DIRECTOR	50.0 .......................0				X	568,103	0	47,218

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	13,620,540	5,422,969	1,603,084

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	7,048,645

f	All other contributions, gifts, grants, and similar amounts not included above		1f

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		7,048,645

		Business Code
2a	NET PATIENT REVENUE	621111	343,821,724	343,821,724
b	SALE OF SUPPLIES	621111	989,297	989,297
c	OTHER REVENUE	621111	9,403,447	9,403,447
d
e
f	All other program service revenue.		0	0	0	0
g	Total. Add lines 2a–2f .....		354,214,468

3 Investment income (including dividends, interest, and othersimilar amounts) ......			122,183			122,183
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		203,711	6a
b	Less: rental expenses			6b
c	Rental income or (loss)	0	203,711	6c
d	Net rental income or (loss).......			203,711			203,711
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory			7a
b	Less: cost or other basis and sales expenses	90,433		7b
c	Gain or (loss)	-90,433	0	7c
d	Net gain or (loss).........			-90,433			-90,433
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....			0	0	0	0
e	Total. Add lines 11a–11d ......			0
12	Total revenue. See instructions.....			361,498,574	354,214,468	0	235,461

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	8,777,526	6,459,371	2,318,155	0
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	226,176,735	197,106,182	29,070,553	0
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	11,020,893	8,963,627	2,057,266	0
9	Other employee benefits .......	21,085,177	15,794,128	5,291,049	0
10	Payroll taxes ...........	11,549,048	9,418,073	2,130,975	0
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	188,529	0	188,529	0
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	43,030,460	29,889,520	13,140,940	0
12	Advertising and promotion ....	120,711	50,329	70,382	0
13	Office expenses .......	1,202,542	953,933	248,609	0
14	Information technology ......	320,557	241,612	78,945	0
15	Royalties ..
16	Occupancy ...........	15,232,542	12,932,950	2,299,592	0
17	Travel ............	261,653	118,853	142,800	0
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	2,991,069	2,552,525	438,544	0
20	Interest ...........	7,175	5,858	1,317	0
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	2,883,350	2,181,682	701,668	0
23	Insurance ...	3,756,132	3,535,647	220,485	0
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	MEDICAL SUPPLIES	16,424,234	16,306,195	118,039	0
b	GENERAL SUPPLIES	1,522,842	1,463,738	59,104	0
c	RECRUITMENT EXPENSE	547,183	278,366	268,817
d	EMPLOYEE RELATIONS	311,356	41,447	269,909	0
e	All other expenses	587,770	384,045	203,725	0
25	Total functional expenses. Add lines 1 through 24e	367,997,484	308,678,081	59,319,403	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			-4,490,673	1	-5,614,576
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			12,791,557	4	17,334,278
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				1,451,524	5	2,671,615
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			5,668,066	7	8,636,299
8	Inventories for sale or use ............			106,389	8	178,827
9	Prepaid expenses and deferred charges ......			644,346	9	443,981
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	27,778,329
b	Less: accumulated depreciation	10b	17,620,462	6,645,432	10c	10,157,867
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....			0	12
13	Investments—program-related. See Part IV, line 11 ..			0	13
14	Intangible assets ...............			13,181,349	14	13,163,189
15	Other assets. See Part IV, line 11 ...........			95,883,442	15	114,534,120
16	Total assets. Add lines 1 through 15 (must equal line 33)...			131,881,432	16	161,505,600

17	Accounts payable and accrued expenses .....	52,502,167	17	60,569,258
18	Grants payable ...		18
19	Deferred revenue .........		19	6,348,222
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	87,628,427	25	107,394,136
26	Total liabilities. Add lines 17 through 25..	140,130,594	26	174,311,616

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...	20,329,983	30	3,469,500
31	Retained earnings, endowment, accumulated income, or other funds	-28,579,145	31	-16,275,516
32	Total net assets or fund balances ...........	-8,249,162	32	-12,806,016
33	Total liabilities and net assets/fund balances ........	131,881,432	33	161,505,600