Nonprofit · EIN 20-3516756
SUMMIT HEALTH & MANAGEMENT CORPORATION
Tax-exempt · GADSDEN, AL 35902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,776,289 | $1,804,263 | -$27,974 | $3,254,821 | $51,840 | $3,202,981 |
| September 30, 2024 | 990 | $1,833,882 | $1,649,572 | $184,310 | $3,274,450 | $75,917 | $3,198,533 |
| September 30, 2023 | 990 | $2,022,498 | $1,431,141 | $591,357 | $3,028,758 | $14,535 | $3,014,223 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $16,282
- Program service revenue
- $1,703,350
- Investment income
- $11,157
- Net rental income
- $45,500
- Net gain from sales of assets
- $9,900
- Other revenue
- $45,500
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $504,759
- Salaries, compensation and benefits (total)
- $545,319
- Professional fundraising fees
- $0
- Accounting fees
- $7,607
- Occupancy
- $348,775
- Travel
- $61,479
- Depreciation
- $36,581
- Program services (functional)
- $1,216,837
- Management and general (functional)
- $587,426
Balance sheet and other
- Total assets, start of year
- $3,274,450
- Total assets, end of year
- $3,254,821
- Total liabilities, end of year
- $51,840
- Net assets, end of year
- $3,202,981
- Land, buildings and equipment
- $285,127
- Net assets without donor restrictions
- $3,202,981
- Gross receipts
- $1,776,289
- Employees
- 38
- Volunteers
- 0
- Year formed
- 2005
- State of legal domicile
- AL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMILY BALLENGER | DIRECTOR Trustee or director | 0 | $0 |
| JOEY FORTENBERRY | DIRECTOR Trustee or director | 0 | $0 |
| TIM CONNER | DIRECTOR Trustee or director | 0 | $0 |
| KATHY WEST | EXECUTIVE DIRECTOR Officer | 0 | $0 |
990 for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMILY BALLENGER | DIRECTOR Trustee or director | 0 | $0 |
| JOEY FORTENBERRY | DIRECTOR Trustee or director | 0 | $0 |
| TIM CONNER | DIRECTOR Trustee or director | 0 | $0 |
| KATHY WEST | EXECUTIVE DIRECTOR Officer | 0 | $0 |
990 for the year ended September 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMILY BALLENGER | DIRECTOR Trustee or director | 0 | $0 |
| JOEY FORTENBERRY | DIRECTOR Trustee or director | 0 | $0 |
| TIM CONNER | DIRECTOR Trustee or director | 0 | $0 |
| KATHY WEST | EXECUTIVE DIRECTOR Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1457, GADSDEN, AL 35902-1457
- Principal officer (990 for 2024)
- KATHY WEST, 241 S 3RD STREET A, GADSDEN, AL 35901
- Signed the 990
- KATHY WEST, EXECUTIVE DIRECTOR
- Phone
- (256) 439-1975
- Return prepared by
- BMSS LLC
Mission
TO PROVIDE HEALTH AND MANAGEMENT SERVICES AND BASIC CARE AND TREATMENT CONNECTED THEREWITH.
Program accomplishments
- TO PROVIDE HEALTH AND MANAGEMENT SERVICES AND BASIC CARE AND TREATMENT CONNECTED THEREWITH.Expenses $1,216,837 · revenue $1,748,850
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 20-3516756
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P82)
- Assets (IRS master file)
- $3,254,821
- Income (IRS master file)
- $1,776,289
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,776,289 | $1,804,263 | $3,254,821 | XML |
| 990 | September 2024 | $1,833,882 | $1,649,572 | $3,274,450 | XML |
| 990 | September 2023 | $2,022,498 | $1,431,141 | $3,028,758 | XML |
| 990 | September 2022 | $1,921,827 | $1,277,421 | $2,426,016 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3516756).
Questions about SUMMIT HEALTH & MANAGEMENT CORPORATION
- What is the EIN of SUMMIT HEALTH & MANAGEMENT CORPORATION?
- The employer identification number (EIN) of SUMMIT HEALTH & MANAGEMENT CORPORATION is 20-3516756.
- Is SUMMIT HEALTH & MANAGEMENT CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to SUMMIT HEALTH & MANAGEMENT CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUMMIT HEALTH & MANAGEMENT CORPORATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SUMMIT HEALTH & MANAGEMENT CORPORATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUMMIT HEALTH & MANAGEMENT CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SUMMIT HEALTH & MANAGEMENT CORPORATION?
- The 990 for the year ended September 30, 2025 names KATHY WEST.
- Who are the officers and directors of SUMMIT HEALTH & MANAGEMENT CORPORATION?
- The 990 for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SUMMIT HEALTH & MANAGEMENT CORPORATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,776,289, expenses of $1,804,263 and total assets of $3,254,821 at year end.
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