Summit Physician Services FY2021 filing

York, PAUnknown exempt organization EIN 25-1716306Revenue $137.9M in FY2021

On file with the IRSwellspan.orgPo Box 2767 · York, PA

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Provides medical and surgical care to patients without regard to the ability to pay.

86¢ of each $1 spent went to programs.
$4.9M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $5.7M a year · 4% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$4.9M
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Concern: 0.0 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $52K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$11.4M
76% of total assets
Worth a look: liabilities are 76% of assets; over 65%.
Pt X · Ln 26
Independent board members
1
of 11 voting members
Worth a look: 1 of 11 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$137.9M
-5% vs prior year
Spent
$137.9M
To programs
86%
Net assets
$3.6M
By yearFY2020–FY2024
Revenue
$137.9M
FY2021▼ -5%
Tap a bar for its year
Revenue by fiscal year
FY2020$145.3M
FY2021$137.9M
FY2022$156.5M
FY2023$172.6M
FY2024$95.6M
FY2024$0
Expenses
$137.9M
FY2021▼ -6%
Tap a bar for its year
Expenses by fiscal year
FY2020$146.4M
FY2021$137.9M
FY2022$166.4M
FY2023$187.6M
FY2024$98.5M
FY2024Not on file
Net assets
$3.6M
FY2021+0.4%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.5M
FY2021$3.6M
FY2022$0
FY2023$0
FY2024$0
FY2024$0

From the FY2021 Form 990 (year ending June 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $118.3M Management & general 14% · $19.5M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

18 people listed on the 990; $4.9M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$1,011,579Pt VII · Sec A
Physician
$984,012Pt VII · Sec A
Physician
$971,977Pt VII · Sec A
$842,102Pt VII · Sec A
$748,717Pt VII · Sec A
$299,901Pt VII · Sec A
$56,397Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Aylmer Tang——$940,489$984,012$1,324,047
Arshad Safi——$939,069$971,977$1,304,715
Nadeem Quazi MD$1,215,516$847,908———
Joshua Dunklebarger——$970,236$1,011,579$1,089,128
Joshua Dunklebarger MD$1,088,061$983,139———
Brad Conner MD$1,052,776————
Wayne Ledinh MD$1,028,454$923,766———
Aylmer Tang MD$1,020,212$936,028———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides medical and surgical care to patients in south-central Pennsylvania, regardless of their ability to pay.

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Provided by the organization

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1 program · $118.3M · in their own filed words · FY2020
01

Summit Physician Services, which does not contemplate pecuniary gain or profit, incidental or otherwise, was formed for the purposes of furthering the charitable purposes of WellSpan Health, and promoting the provision of health care services in South Central Pennsylvania, including Franklin, Lancaster, Lebanon, York and Adams Counties…

$118.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 2 funders$52K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$137.9M
Ln 12
Fees for servicesLn 2g$71.3M
Other incomeLn 4–11$43.5M
Gifts and grantsLn 1h$23.0M
Money outPt IX
$137.9M
Ln 25
Programscol B$118.3M
Managementcol C$19.5M
Owns and owesPt X
$3.6M
net assets · Ln 32
Cash and savingsLn 1–2$516K
Total assetsLn 16$15.0M
LiabilitiesLn 26$11.4M
PeoplePt VI, VII
18
listed · VII A
PaidVII A7
Voting boardVI 1a11
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$23.0M
Government grantsLn 1e$2.9M
Fees for servicesLn 2g$71.3M
Investment incomeLn 3$37K
Other incomeLn 4–11$43.5M
Gains on assetsLn 7−$193K
Total revenueLn 12$137.9M
Assets in detailPt X, end of year
CashLn 1$13K
SavingsLn 2$503K
Cash and savings togetherLn 1–2$516K
InvestmentsLn 11–13$58K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$7K
Total assetsLn 16$15.0M
LiabilitiesLn 26$11.4M
Net assetsLn 32$3.6M
OperationsPt I, VI
EmployeesI 5667
VolunteersI 62
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$1.8M$516K
InvestmentsLn 11–13$58K$58K
Land, buildings, equipmentLn 10c$7.3M$0
Total assetsLn 16$25.1M$15.0M
LiabilitiesLn 26$21.6M$11.4M
Net assetsLn 32$3.5M$3.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2K$2K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$87K$87K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$94.5M$94.5M
Pension plan contributionsLn 8$3.3M$3.3M
Other employee benefitsLn 9$11.0M$11.0M
Payroll taxesLn 10$4.8M$4.8M
Management feesLn 11a$450K$450K
Legal feesLn 11b$89K$89K
Accounting feesLn 11c$26K$26K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$2.6M$2.6M
Advertising and promotionLn 12$249K$249K
Office expensesLn 13$515K$515K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$5.6M$5.6M
TravelLn 17$44K$44K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$400K$400K
InterestLn 20$41K$41K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$1.6M$1.6M
InsuranceLn 23$2.4M$2.4M
Other expenses (24a–d)Ln 24$9.7M$9.7M
All other expensesLn 24e$415K−$18.5M$18.9M
Total functional expensesLn 25$137.9M$118.3M$19.5M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $95.6M$98.5M−$2.9M$0 990 PDF
FY2023 $172.6M$187.6M−$15.0M$0 990 PDF
FY2022 $156.5M$166.4M−$9.8M$0 990 PDF
FY2021 Viewing $137.9M$137.9M$0$3.6M 990 PDF
FY2020 $145.3M$146.4M−$1.1M$3.5M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $137,854,804 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $56,696,679$22,986,928
I-9 Program service revenuePrior year $88,131,714$71,346,767
I-10 Investment incomePrior year $42,195−$155,999
I-11 Other revenuePrior year $414,767$43,677,108
I-12 Total revenuePrior year $145,285,355$137,854,804
I-13 Grants and similar amounts paidPrior year $1,326$1,958
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $119,436,125$113,741,444
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $26,936,601$24,111,402
I-18 Total expensesPrior year $146,374,052$137,854,804
I-19 Revenue less expensesPrior year −$1,088,697$0
Part VI · Governance 1 of 11 board members independent, 1 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members1
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $137,854,804 across 12 lines filed
Lines not itemized here account for $193 of total revenue; see the IRS return.
VIII-1d Related organizations$19,945,292
VIII-1e Government grants$2,916,476
VIII-1f All other contributions, gifts and grants$125,160
VIII-1h Total contributions, gifts and grants$22,986,928
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $71,346,767$71,346,767
VIII-3 Investment incomeExcluded from tax $37,284$37,284
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$193,283−$193,283
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $43,676,915$43,676,915
VIII-12 Total revenueRelated to mission $115,023,875 · Excluded from tax −$155,999$137,854,804
Part IX · Statement of functional expenses $137,854,804 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $1,958$1,958
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $87,416$87,416
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $94,500,699$94,500,699
IX-8 Pension plan contributionsPrograms $3,322,373$3,322,373
IX-9 Other employee benefitsPrograms $11,007,637$11,007,637
IX-10 Payroll taxesPrograms $4,823,319$4,823,319
IX-11a Management feesManagement $450,000$450,000
IX-11b Legal feesManagement $88,627$88,627
IX-11c Accounting feesManagement $26,328$26,328
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $2,639,655$2,639,655
IX-12 Advertising and promotionPrograms $248,662$248,662
IX-13 Office expensesPrograms $515,466$515,466
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $5,627,307$5,627,307
IX-17 TravelPrograms $44,192$44,192
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $399,731$399,731
IX-20 InterestPrograms $41,164$41,164
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $1,566,800$1,566,800
IX-23 InsurancePrograms $2,353,943$2,353,943
IX-24 Other expenses (24a–d)Programs $9,694,732$9,694,732
IX-24e All other expensesPrograms −$18,462,598 · Management $18,877,393$414,795
IX-25 Total functional expensesPrograms $118,325,040 · Management $19,529,764 · Fundraising $0$137,854,804
Part X · Balance sheet $14,991,039 assets, 22 lines filed
Asset lines not itemized here account for $1,648,731; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $13,312$12,775
X-2 Savings and temporary cash investmentsStart of year $1,829,525$503,185
X-3 Pledges and grants receivableStart of year $7,328$6,263
X-4 Accounts receivableStart of year $8,315,074$10,726,310
X-8 Inventories for sale or useStart of year $127,587$61,542
X-9 Prepaid expenses and deferred chargesStart of year $2,397,097$1,381,607
X-10c Land, buildings and equipment, netStart of year $7,299,249$0
X-11 Publicly traded securities$0
X-12 Other securitiesStart of year $57,978$57,978
X-13 Program-related investments$0
X-14 Intangible assetsStart of year $883,554$585,961
X-15 Other assetsStart of year $1,241,203$6,687
X-16 Total assetsStart of year $25,123,943$14,991,039
X-17 Accounts payable and accrued expensesStart of year $482,222$119,526
X-19 Deferred revenueStart of year $20,695$15,172
X-20 Tax-exempt bond liabilitiesStart of year $963,531$965,596
X-25 Other liabilitiesStart of year $20,111,425$10,328,787
X-26 Total liabilitiesStart of year $21,577,873$11,429,081
X-27 Net assets without donor restrictionsStart of year $3,513,385$3,516,224
X-28 Net assets with donor restrictionsStart of year $32,685$45,734
X-32 Total net assets or fund balancesStart of year $3,546,070$3,561,958
X-33 Total liabilities and net assetsStart of year $25,123,943$14,991,039
Part XI · Reconciliation of net assets $3,561,958 net assets at year end
XI-1 Total revenue$137,854,804
XI-2 Total expenses$137,854,804
XI-3 Revenue less expenses$0
XI-4 Net assets at start of year$3,546,070
XI-9 Other changes in net assets$15,888
XI-10 Net assets at end of year$3,561,958

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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