Civic Intelligence

Summit Health & Management Corporation

990 • Fiscal year 2021 • EIN 20-3516756

Oct 01, 2020 to Sep 30, 2021 • Filed on Feb 09, 2022

Organization ProfileN/A

View Organization Page

PO Box 1457Gadsden, AL 35902

(256) 547-4407

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

41st percentile

0.03x

Higher debt load relative to assets than 41% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

35th percentile

0.03x

Higher debt load relative to revenue than 35% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

76th percentile

32%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

86th percentile

50%

Faster asset growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

2.4%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$1,841,589

Up $615,388 (+50%) from 2020

Net Assets

Up

$1,778,460

Up $590,704 (+50%) from 2020

Liabilities

Up

$63,129

Up $24,684 (+64%) from 2020

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin76th percentile

Revenue

Up

$1,845,471

Up $42,821 (+2.4%) from 2020

Expenses

Down

$1,254,767

Down $107,992 (-7.9%) from 2020

Net Income

Up

$590,704

Up $150,813 (+34%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $987,156Liabilities 2011: $193,753Net Assets 2011: $793,4032011Assets 2012: $1,163,771Liabilities 2012: $211,111Net Assets 2012: $952,6602012Assets 2013: $430,162Liabilities 2013: $73,690Net Assets 2013: $356,4722013Assets 2014: $437,895Liabilities 2014: $69,630Net Assets 2014: $368,2652014Assets 2015: $536,002Liabilities 2015: $82,434Net Assets 2015: $453,5682015Assets 2016: $600,688Liabilities 2016: $67,118Net Assets 2016: $533,5702016Assets 2017: $672,528Liabilities 2017: $86,051Net Assets 2017: $586,4772017Assets 2018: $730,487Liabilities 2018: $55,575Net Assets 2018: $674,9122018Assets 2019: $807,673Liabilities 2019: $59,808Net Assets 2019: $747,8652019Assets 2020: $1,226,201Liabilities 2020: $38,445Net Assets 2020: $1,187,7562020Assets 2021: $1,841,589Liabilities 2021: $63,129Net Assets 2021: $1,778,4602021Assets 2022: $2,426,016Liabilities 2022: $3,150Net Assets 2022: $2,422,8662022Assets 2023: $3,028,758Liabilities 2023: $14,535Net Assets 2023: $3,014,2232023Assets 2024: $3,274,450Liabilities 2024: $75,917Net Assets 2024: $3,198,5332024Assets 2025: $3,254,821Liabilities 2025: $51,840Net Assets 2025: $3,202,9812025

Highlighted filing

2021

Assets$1,841,589
Liabilities$63,129
Net Assets$1,778,460
Open 2021 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $3,475,879Expenses 2011: $3,186,549Net Income 2011: $289,3302011Expenses 2012: $3,605,9832012Expenses 2013: $3,462,7132013Revenue 2014: $1,432,919Expenses 2014: $1,421,126Net Income 2014: $11,7932014Revenue 2015: $1,481,140Expenses 2015: $1,395,837Net Income 2015: $85,3032015Revenue 2016: $1,551,844Expenses 2016: $1,471,842Net Income 2016: $80,0022016Revenue 2017: $1,564,716Expenses 2017: $1,510,829Net Income 2017: $53,8872017Revenue 2018: $1,482,378Expenses 2018: $1,393,943Net Income 2018: $88,4352018Revenue 2019: $1,514,993Expenses 2019: $1,442,040Net Income 2019: $72,9532019Revenue 2020: $1,802,650Expenses 2020: $1,362,759Net Income 2020: $439,8912020Revenue 2021: $1,845,471Expenses 2021: $1,254,767Net Income 2021: $590,7042021Revenue 2022: $1,921,827Expenses 2022: $1,277,421Net Income 2022: $644,4062022Revenue 2023: $2,022,498Expenses 2023: $1,431,141Net Income 2023: $591,3572023Revenue 2024: $1,833,882Expenses 2024: $1,649,572Net Income 2024: $184,3102024Revenue 2025: $1,776,289Expenses 2025: $1,804,263Net Income 2025: -$27,9742025

Highlighted filing

2021

Revenue$1,845,471
Expenses$1,254,767
Net Income$590,704
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Feb 9, 2022
Return Version
2020v4.2
Gross Receipts
$1,845,471
Mission and Program Overview

Mission

To provide health and management services and basic care and treatment connected therewith.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$710,850$1,175,272▲ $464,422
Accounts Receivable$282,317$452,949▲ $170,632
Land, Buildings, and Equipment, Net$233,009$213,343▼ $19,666
Savings and Temporary Cash Investments$25$25→ $0
Total Assets$1,226,201$1,841,589▲ $615,388
Liabilities
Accounts Payable and Accrued Expenses$38,445$63,129▲ $24,684
Total Liabilities$38,445$63,129▲ $24,684
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,187,756$1,778,460▲ $590,704
Total Net Assets Fund Balance$1,187,756$1,778,460▲ $590,704
Total Liabilities and Net Assets / Fund Balance$1,226,201$1,841,589▲ $615,388

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$192,496$91,914$284,410
Equipment$20,847$161,699$182,546
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Emily BallengerDirector
Joey FortenberryDirector
Tim ConnerDirector
Kathy WestExecutive Director

Highest Paid Contractors

ContractorServicesLocationCompensation
Sterling Co INCManagement FeesPO BOX 1457, Gadsden, AL 35902$217,525
Revenue and Support

Revenue Composition

Contributions and Grants
$126,050
Program Service Revenue
$1,669,432
Investment Income
$7,654
Other Revenue
$42,335
All Other Contributions
$5,315
Change in Net Assets
$590,704
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$831,069
Salaries, Compensation, and Employee Benefits$423,698
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$387,362--$387,362
Occupancy$291,473--$291,473
Fees for Services Management-$263,729-$263,729
All Other Expenses$16,886$20,256-$37,142
Insurance$33,868--$33,868
Payroll Taxes$31,901--$31,901
Depreciation Depletion$19,666--$19,666
Other Expenses$8,297$9,008-$17,305
Travel$6,518--$6,518
Other Employee Benefits$4,435--$4,435
Fees for Services Accounting-$975-$975
Office Expenses-$665-$665
Advertising$369--$369
Total Functional Expenses$893,163$361,604$0$1,254,767
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-ManagementManagement FeesNo$263,729
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the executive director.”

Form 990, Part VI, Section B, Line 12C

“Periodic review by the board.”

Form 990, Part VI, Section B, Line 15A

“APPROVED BY THE BOARD.”

Form 990, Part VI, Section C, Line 18

“AVAILABLE UPON REQUEST.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Summit Etc
EIN
20-3516756
Phone
2565474407
Address
PO BOX 1457, GADSDEN, AL 35902

Signing Officer

Name
Kathy West
Title
Executive Director
Phone
2565474407
Signed
2022-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy West
Formed
2005
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
3
Employees
66
Volunteers
0

Preparer

Firm
Bmss LLC
Address
2010 CLUB DRIVE SUITE 200, GADSDEN, AL 35901
Preparer
M Todd Hindsman CPA
Phone
2565472588
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01674747
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01586186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01446143
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01482378
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01564716
IRS990ScheduleA/Total509Grp/TotalAmt07754170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01724401
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01631800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01446143
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01482378
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01564716
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07849438
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt020847
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0161699
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0182546
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0192496
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt091914
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0284410
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0213343
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0STERLING CO INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0MANAGEMENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0263729
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT FEES
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PERIODIC REVIEW BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01226201
IRS990/TotalAssetsEOYAmt01841589
IRS990/TotalAssetsGrp/BOYAmt01226201
IRS990/TotalAssetsGrp/EOYAmt01841589
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0126050
IRS990/TotalEmployeeCnt066
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0361604
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0893163
IRS990/TotalFunctionalExpensesGrp/TotalAmt01254767
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt038445
IRS990/TotalLiabilitiesEOYAmt063129
IRS990/TotalLiabilitiesGrp/BOYAmt038445
IRS990/TotalLiabilitiesGrp/EOYAmt063129
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01187756
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01778460
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0893163
IRS990/TotalProgramServiceRevenueAmt01669432
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07654
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01711767
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01845471
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01226201
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01841589
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/ZIPCd035902
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
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ReturnHeader/BusinessOfficerGrp/PhoneNum02565474407
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-09
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ReturnHeader/Filer/EIN0203516756
ReturnHeader/Filer/PhoneNum02565474407
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ReturnHeader/PreparerPersonGrp/PhoneNum02565472588
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ReturnHeader/ReturnTs02022-02-09T15:46:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHY
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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,841,589
Liabilities
$63,129
Net assets
$1,778,460
Revenue
$1,845,471
Expenses
$1,254,767
Net income
$590,704
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.25$0.05$3.20$1.78$1.80$0.03
2024Detailed filing. Detailed filing data is available for this year.$3.27$0.08$3.20$1.83$1.65$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.03$0.01$3.01$2.02$1.43$0.59
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$0.00$2.42$1.92$1.28$0.64
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.06$1.78$1.85$1.25$0.59
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.04$1.19$1.80$1.36$0.44
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.06$0.75$1.51$1.44$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.73$0.06$0.67$1.48$1.39$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.09$0.59$1.56$1.51$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.07$0.53$1.55$1.47$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.08$0.45$1.48$1.40$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.07$0.37$1.43$1.42$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.07$0.36$3.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.21$0.95$3.61
2011Summary only. Only limited summary data is available for this year.$0.99$0.19$0.79$3.48$3.19$0.29