THE SUMMIT MEDICAL FITNESS CENTER

Address
310 SUNNYVIEW LANE
KALISPELL, MT 59901
Contact
Website: http://www.krh.org/summit
Phone: +1 (406) 756-4707
Nonprofit
NTEE: N30 - Physical Fitness and Community Recreational Facilities
EIN: 20-3752312

Mission

Promoted community health and safety through community activities and school based programs, including educational seminars, health screenings, safety activities, therapeutic life-style programs, and athletic physicals and training activities.
 20172016201520142013
Basic features of the organization
Year of formation2005
Subsection code03
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel $141,422.00$144,990.00$142,720.00$133,517.00
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00$0.00$0.00
Number of employees242226223219210
Number of people compensated >$100k00000
Number of volunteers00000
Number of highly compensated contractors0000 
Personnel
Bennett, Barbra
TitleTrusteeTRUSTEETRUSTEETRUSTEE 
Name of key/compensated personBarbra BennettBARBRA BENNETTBARBRA BENNETTBARBRA BENNETT 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $1,415.00$0.00$0.00$0.00 
Eddy, Ac
Title  CHIEF MEDICAL OFFICERCHIEF MEDICAL OFFICERCHIEF MEDICAL OFFICER
Name of key/compensated person  AC EDDYAC EDDYAC EDDY
Position of compensated person
Average hours per week working for org  0.000.000.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $10,992.00$53,545.00$52,926.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $452,950.00$511,042.00$477,875.00
Higgs, Wilson
TitleTrusteeTRUSTEETRUSTEETRUSTEE - PART YEARTRUSTEE
Name of key/compensated personWilson Higgs MDWILSON HIGGS MDWILSON HIGGS MDWILSON HIGGS MDWILSON HIGGS MD
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $642.00$0.00$905.00$3,218.00$1,818.00
Lee, Karen
TitleChief Nursing OfficerCHIEF NURSING OFFICERCHIEF NURSING OFFICERCHIEF NURSING OFFICERCHIEF NURSING OFFICER
Name of key/compensated personKaren LeeKAREN LEEKAREN LEEKAREN LEEKAREN LEE
Position of compensated person
Average hours per week working for org1.000.000.000.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$25,562.00$25,774.00$24,886.00$25,078.00$46,198.00
Corresponding comp from related orgs
Reportable compensation from related orgs $410,560.00$393,232.00$357,288.00$565,236.00$311,137.00
Luckey, Jeannie
Title    TRUSTEE
Name of key/compensated person    JEANNIE LUCKEY
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $1,200.00
Patterson, Jerome
Title  CHIEF ADMIN OFFICER & GENE  
Name of key/compensated person  JEROME A PATTERSON  
Position of compensated person
Average hours per week working for org  1.00  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $53,440.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $512,925.00  
Patterson, Tony
TitleChief Admin Officer & GeneCHIEF ADMIN OFFICER & GENE CHIEF ADMIN OFFICER & GENECHIEF ADMIN OFFICER & GENE
Name of key/compensated personTony PattersonTONY PATTERSON TONY PATTERSONTONY PATTERSON
Position of compensated person
Average hours per week working for org1.001.00 1.000.00
Reportable compensation from org$0.00$0.00 $0.00$0.00
Other comp, non-reportable, from org and related orgs$30,490.00$30,462.00 $54,204.00$46,557.00
Corresponding comp from related orgs
Reportable compensation from related orgs $771,552.00$534,371.00 $437,578.00$486,504.00
Patyk, Steve
TitleTrusteeTRUSTEETRUSTEETRUSTEE 
Name of key/compensated personSteve PatykSTEVE PATYKSTEVE PATYKSTEVE PATYK 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $940.00$0.00$0.00$0.00 
Pearce, Charles
TitleChief Financial & InformaCHIEF FINANCIAL & INFORMACHIEF FINANCIAL & INFORMACHIEF FINANCIAL & INFORMACHIEF FINANCIAL & INFORMA
Name of key/compensated personCharles PearceCHARLES PEARCECHARLES PEARCECHARLES PEARCECHARLES PEARCE
Position of compensated person
Average hours per week working for org1.000.000.000.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$36,059.00$36,005.00$34,989.00$34,588.00$31,474.00
Corresponding comp from related orgs
Reportable compensation from related orgs $568,148.00$560,413.00$498,963.00$511,468.00$455,915.00
Rankin, Patrick
TitleChief Medical OfficerCHIEF MEDICAL OFFICER   
Name of key/compensated personPatrick RankinPATRICK RANKIN   
Position of compensated person
Average hours per week working for org1.000.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$26,163.00$6,133.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $477,907.00$182,019.00   
Roy, Brad
TitleExec. Director The SummitEXEC. DIRECTOR THE SUMMITEXEC. DIRECTOR THE SUMMITEXEC. DIRECTOR THE SUMMITEXEC. DIRECTOR THE SUMMIT
Name of key/compensated personBrad RoyBRAD ROYBRAD ROYBRAD ROYBRAD ROY
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org25.0025.0022.5024.1027.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$31,437.00$30,176.00$28,572.00$28,058.00$29,290.00
Corresponding comp from related orgs
Reportable compensation from related orgs $229,947.00$224,458.00$212,033.00$204,022.00$217,552.00
Stevens, Velinda
TitlePresidentPRESIDENTPRESIDENTPRESIDENTPRESIDENT
Name of key/compensated personVelinda StevensVELINDA STEVENSVELINDA STEVENSVELINDA STEVENSVELINDA STEVENS
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.000.000.000.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$35,928.00$35,893.00$34,790.00$34,910.00$34,748.00
Corresponding comp from related orgs
Reportable compensation from related orgs $1,487,117.00$798,254.00$660,053.00$687,778.00$664,643.00
Wilson, Deb
TitleChief Operation OfficerCHIEF OPERATION OFFICERCHIEF OPERATION OFFICERCHIEF OPERATION OFFICERCHIEF OPERATION OFFICER
Name of key/compensated personDeb WilsonDEB WILSONDEB WILSONDEB WILSONDEB WILSON
Position of compensated person
Average hours per week working for org1.000.000.000.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$33,249.00$33,114.00$31,608.00$54,495.00$50,520.00
Corresponding comp from related orgs
Reportable compensation from related orgs $536,855.00$466,210.00$625,753.00$362,620.00$293,772.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesCOMMUNITY HEALTH AND WELLNESS EDUCATION AND PRIMARY AND SECONDARY PREVENTION OF CHRONIC DISEASECOMMUNITY HEALTH AND WELLNESS EDUCATION AND PRIMARY AND SECONDARY PREVENTION OF CHRONIC DISEASECOMMUNITY HEALTH AND WELLNESS EDUCATION AND PRIMARY AND SECONDARY PREVENTION OF CHRONIC DISEASECOMMUNITY HEALTH AND WELLNESS EDUCATION AND PRIMARY AND SECONDARY PREVENTION OF CHRONIC DISEASECOMMUNITY HEALTH AND WELLNESS EDUCATION AND PRIMARY AND SECONDARY PREVENTION OF CHRONIC DISEASE
Program service expenses, total$5,478,256.00$5,056,219.00$4,650,242.00$4,051,728.00$3,770,517.00
Programs, including revenue & expenses
Promoted community health and safety through community activities and school based programs, including educational seminars, health screenings, safety activities, therapeutic life-style programs, and athletic physicals and training activities.
Program expenses$5,478,256.00$5,056,219.00$4,650,242.00$4,051,728.00$3,770,517.00
Program revenue$5,508,362.00$5,182,412.00$4,745,810.00$4,451,329.00$4,132,243.00
Program descriptionPromoted community health and safety through community activities and school based programs, including educational seminars, health screenings, safety activities, therapeutic life-style programs, and athletic physicals and training activities.PROMOTED COMMUNITY HEALTH AND SAFETY THROUGH COMMUNITY ACTIVITIES AND SCHOOL BASED PROGRAMS, INCLUDING EDUCATIONAL SEMINARS, HEALTH SCREENINGS, SAFETY ACTIVITIES, THERAPEUTIC LIFE-STYLE PROGRAMS, AND ATHLETIC PHYSICALS AND TRAINING ACTIVITIES.PROMOTED COMMUNITY HEALTH AND SAFETY THROUGH COMMUNITY ACTIVITIES AND SCHOOL BASED PROGRAMS, INCLUDING EDUCATIONAL SEMINARS, HEALTH SCREENINGS, SAFETY ACTIVITIES, THERAPEUTIC LIFE-STYLE PROGRAMS, AND ATHLETIC PHYSICALS AND TRAINING ACTIVITIES.PROMOTED COMMUNITY HEALTH AND SAFETY THROUGH COMMUNITY ACTIVITIES AND SCHOOL BASED PROGRAMS, INCLUDING EDUCATIONAL SEMINARS, HEALTH SCREENINGS, SAFETY ACTIVITIES, THERAPEUTIC LIFE-STYLE PROGRAMS, AND ATHLETIC PHYSICALS AND TRAINING ACTIVITIES.PROMOTED COMMUNITY HEALTH AND SAFETY THROUGH COMMUNITY ACTIVITIES AND SCHOOL BASED PROGRAMS, INCLUDING EDUCATIONAL SEMINARS, HEALTH SCREENINGS, SAFETY ACTIVITIES, THERAPEUTIC LIFE-STYLE PROGRAMS, AND ATHLETIC PHYSICALS AND TRAINING ACTIVITIES.
Financial data
Revenue
Total revenue$5,664,032.00$5,475,456.00$4,981,462.00$4,651,610.00$4,291,456.00
Revenue from contributions (total) $9,450.00 $13,215.00 
Revenue from noncash contributions $9,450.00 $13,215.00 
Investment income, current yr$0.00-$11,865.00$0.00-$27,305.00-$4,678.00
Total revenue from grants, etc., current yr$0.00$9,450.00$0.00$13,215.00$0.00
Total unrelated business revenue    $99,159.00
Other revenue, current yr$155,670.00$295,459.00$235,652.00$214,371.00$163,891.00
Net unrelated business taxable revenue-$35,470.00$61,808.00$41,583.00$48,484.00$45,209.00
Program service revenue (total)$5,508,362.00$5,182,412.00$4,745,810.00$4,451,329.00$4,132,243.00
Sources of contributions
Contributions from related organizations $9,450.00 $13,215.00 
Other types of revenue
Miscellaneous revenue (total)$62,501.00$47,249.00$44,391.00$21,011.00$20,603.00
Net rental income$38,632.00$139,397.00$130,166.00$131,914.00$98,935.00
Net inventory sales (total)$54,537.00$108,813.00$61,095.00$61,446.00$44,353.00
Expense categories (totals)
Total functional expenses: sum of all$6,025,726.00$5,616,690.00$5,274,574.00$4,643,246.00$4,296,004.00
Total functional expenses: program service $5,478,256.00$5,056,219.00$4,650,242.00$4,051,728.00$3,770,517.00
Total functional expenses: management and general$547,470.00$560,471.00$624,332.00$591,518.00$525,487.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Assets and liabilities
Total assets$5,617,408.00$5,478,040.00$5,395,535.00$5,440,002.00$5,363,635.00
Total assets, beginning of year$5,478,040.00$5,395,535.00$5,440,002.00$5,363,635.00$5,443,253.00
Total liabilities$1,552,736.00$1,051,674.00$827,935.00$1,534,239.00$1,466,236.00
Total liabilities, beginning of year$1,051,674.00$827,935.00$1,534,239.00$1,466,236.00$1,541,306.00
Unrestricted net assets, end of yr$4,064,672.00$4,426,366.00$4,567,600.00$3,905,763.00$3,897,399.00
Net assets$4,064,672.00$4,426,366.00$4,567,600.00$3,905,763.00$3,897,399.00
Net assets, beginning of year$4,426,366.00$4,567,600.00$3,905,763.00$3,897,399.00$3,901,947.00
Other liabilities$705,060.00 $0.00$589,574.00$794,309.00
Intangible assets$1,333.00$2,333.00$3,333.00$4,416.00 
Other assets$48,372.00$42,166.00$8,002.00$14,297.00$208,836.00
Cash: non-interest bearing$214,265.00$107,075.00$90,145.00$65,505.00$38,097.00
Cash: non-interest bearing, beginning of year$107,075.00$90,145.00$65,505.00$38,097.00$39,790.00
Inventories for sale or use$57,545.00$50,547.00$30,654.00$25,220.00$15,587.00
Other financial variables
Revenue less expenses-$361,694.00-$141,234.00-$293,112.00$8,364.00-$4,548.00
Advertising (total)$64,755.00$66,356.00$73,496.00$59,846.00$56,669.00
Accounts receivable, net$332,008.00$376,372.00$288,968.00$312,263.00$257,911.00
Prepaid expenses & deferred charges $0.00$12,775.00$11,708.00$10,691.00
Accounts payable & accrued expenses$392,137.00$615,990.00$422,329.00$571,529.00$310,115.00
Deferred revenue$455,539.00$435,684.00$405,606.00$373,136.00$361,812.00
Total net assets or fund balances$4,064,672.00$4,426,366.00$4,567,600.00$3,905,763.00$3,897,399.00
Depreciation, depletion, amortization$534,444.00$552,984.00$511,306.00$458,193.00$466,265.00
Governance and accountability
Number of voting members34444
Number of independent voting members33322
Financial sheets were auditedTrueTrueTrueTrueTrue
Audit on consolidated basisTrueTrueTrueTrueTrue
Relationships among key personnel  True  
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-04-012015-04-012014-04-012013-04-012012-04-01
Tax year end date2017-03-012016-03-012015-03-012014-03-012013-03-01
Indicators for schedules (selected)
Business transaction with family memberTrueTrue   
Org has controlled entityTrueTrueTrueTrueTrue
Org transacted with controlled entityTrueTrueTrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
IRS schema version2016v3.02015v3.02014v6.02013v4.02012v2.1
Filing identifier201820459349300137201710469349301766201610479349301101201530449349302488201400499349301910
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