Nonprofit · EIN 58-0705892
AU MEDICAL ASSOCIATES INC
Also known as FKA MEDICAL RESEARCH FDN OF GA
Tax-exempt · MARIETTA, GA 30062
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $24,995,413 | $28,997,792 | -$4,002,379 | $9,190,359 | $296,016 | $8,894,343 |
| June 30, 2024 | 990 | $177,655,226 | $216,194,506 | -$38,539,280 | $100,137,421 | $40,765,808 | $59,371,613 |
| June 30, 2023 | 990 | $211,071,871 | $245,028,695 | -$33,956,824 | $98,151,707 | $217,808,843 | -$119,657,136 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $22,705,700
- Investment income
- $126,317
- Net rental income
- $291,657
- Other revenue
- $2,163,396
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $7,179,351
- Salaries, compensation and benefits (total)
- $8,089,733
- Professional fundraising fees
- $0
- Legal fees
- $4,286
- Occupancy
- $171,544
- Travel
- $19,677
- Depreciation
- $503,082
- Program services (functional)
- $27,832,071
- Management and general (functional)
- $1,165,721
Balance sheet and other
- Total assets, start of year
- $100,137,421
- Total assets, end of year
- $9,190,359
- Total liabilities, end of year
- $296,016
- Net assets, end of year
- $8,894,343
- Land, buildings and equipment
- $4,782,385
- Net assets without donor restrictions
- $8,894,343
- Gross receipts
- $24,995,413
- Employees
- 82
- Volunteers
- 0
- Year formed
- 1958
- State of legal domicile
- GA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CANDICE SAUNDERS | PRESIDENT & CEO Officer | 1 | $0 | $4,958,202 | $111,721 |
| LEO REICHERT | EVP & GENERAL COUNSEL Officer | 1 | $0 | $1,501,286 | $118,680 |
| RICHARD CAPPS | EVP CHIEF INFO & DIGITAL OFFCR Officer | 1 | $0 | $1,456,940 | $122,478 |
| DAVID JONES | EVP CHIEF PEOPLE OFFICER Officer | 1 | $0 | $1,367,993 | $91,526 |
| MARY CHATMAN | EVP ACUTE CARE OPERATIONS Officer | 1 | $0 | $1,345,788 | $112,311 |
| KEM MULLINS | EVP AMBULATORY OPS & BUS DEV Officer | 1 | $0 | $1,347,183 | $84,804 |
| JIGARKUMAR PARIKH | MEDICAL DOCTOR Highest-paid employee | 1 | $1,264,753 | $0 | $44,575 |
| SUSAN GRANT | EVP CHIEF NURS EXEC (END 1/25) Officer | 1 | $0 | $1,119,495 | $90,856 |
| ANUSHA VAKITI | MEDICAL DOCTOR Highest-paid employee | 1 | $1,154,704 | $0 | $12,346 |
| JULIE TEER | SVP & WELLSTAR FOUNDATION PRES Officer | 1 | $0 | $967,637 | $50,702 |
| ARIF AZIZ MD | TRUSTEE & PHYSICIAN(END 12/24) Trustee or director | 1 | $0 | $861,272 | $101,567 |
| BETH KOST | SVP CHIEF COMPLIANCE OFFICER Officer | 1 | $0 | $750,761 | $87,807 |
| RICHARD FREEMAN | EVP CHIEF PHYS EX (AS OF 7/24) Officer | 1 | $0 | $604,459 | $25,899 |
| PETER JOHNSON | MEDICAL DOCTOR Highest-paid employee | 1 | $586,642 | $0 | $42,643 |
| JAMES L HORNSBY | TRUSTEE & PHYSICIAN Trustee or director | 1 | $0 | $469,768 | $117,101 |
20 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAUL DOUGLASS MD | TRUSTEE & PHYSICIAN Trustee or director | 1 | $0 | $454,029 | $87,403 |
| JOHN HATFIELD | EVP CHF EX AF OFF (AS OF 5/24) Officer | 1 | $0 | $485,840 | $29,448 |
| PHILLIP L COULE | VP, MEDICAL AFFAIRS Highest-paid employee | 1 | $427,889 | $0 | $31,880 |
| MUSA SHARKAWI | MEDICAL DOCTOR Highest-paid employee | 1 | $340,771 | $0 | $42,555 |
| FRANK ROS | TRUSTEE Trustee or director | 1 | $0 | $54,889 | $0 |
| MITZI MOORE | TRUSTEE Trustee or director | 1 | $0 | $40,514 | $0 |
| ED RICHARDSON | TRUSTEE Trustee or director | 1 | $0 | $37,753 | $0 |
| W CHARLES BROCK | TRUSTEE Trustee or director | 1 | $0 | $34,976 | $0 |
| O SCOTT SWAYZE MD | TRUSTEE Trustee or director | 1 | $0 | $33,814 | $0 |
| MARK BERRY | TRUSTEE Trustee or director | 1 | $0 | $31,902 | $0 |
| KEITH PARKER | TRUSTEE Trustee or director | 1 | $0 | $31,712 | $0 |
| GREG MORGAN | TRUSTEE Trustee or director | 1 | $0 | $31,708 | $0 |
| H SPEER BURDETTE III | TRUSTEE Trustee or director | 1 | $0 | $31,111 | $0 |
| EDWARD TATE | TRUSTEE Trustee or director | 1 | $0 | $30,481 | $0 |
| DAVID BOTTOMS | TRUSTEE Trustee or director | 1 | $0 | $30,129 | $0 |
| JAMES L HOLMES | TRUSTEE Trustee or director | 1 | $0 | $27,901 | $0 |
| JOHN MCKIBBEN | TRUSTEE Trustee or director | 1 | $0 | $27,042 | $0 |
| JAY CUNNINGHAM | TRUSTEE Trustee or director | 1 | $0 | $26,359 | $0 |
| GRETCHEN CORBIN BEG 1024 | TRUSTEE Trustee or director | 1 | $0 | $1,539 | $0 |
| JOHN KERNDL | EVP & CFO (AS OF 2/25) Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 32 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CANDICE SAUNDERS | PRESIDENT & CEO Officer | 1 | $0 | $4,470,894 | $115,914 |
| ANTHONY BUDZINSKI | EVP & CFO Officer | 1 | $0 | $3,831,591 | $111,381 |
| LEO REICHERT | EVP & GENERAL COUNSEL Officer | 1 | $0 | $3,047,957 | $125,085 |
| DAVID JONES | EVP CHIEF HUMAN RESOURCES OFFR Officer | 1 | $0 | $1,701,311 | $90,246 |
| JIGARKUMAR PARIKH | MEDICAL DOCTOR Highest-paid employee | 1 | $1,440,305 | $0 | $62,733 |
| KEM MULLINS | EVP AMBULATORY OPS & BUS DEV Officer | 1 | $0 | $1,268,588 | $82,352 |
| MARY CHATMAN | EVP ACUTE CARE OPERATIONS Officer | 1 | $0 | $1,214,423 | $88,463 |
| RICHARD CAPPS | EVP CHIEF INFO & DIGITAL OFFCR Officer | 1 | $0 | $1,109,573 | $118,910 |
| SUSAN GRANT | EVP CHIEF EXPERIENCE OFF & CNE Officer | 1 | $0 | $1,071,514 | $84,826 |
| ANUSHA VAKITI | MEDICAL DOCTOR Highest-paid employee | 1 | $965,394 | $0 | $60,034 |
| ARIF AZIZ MD | TRUSTEE & PHYSICIAN Trustee or director | 1 | $0 | $825,095 | $99,764 |
| PAUL DOUGLASS MD | TRUSTEE & PHYSICIAN Trustee or director | 1 | $0 | $779,970 | $78,095 |
| JULIE TEER | SVP & WELLSTAR FOUNDATION PRES Officer | 1 | $0 | $819,305 | $37,565 |
| BETH KOST | SVP CHIEF COMPLIANCE OFFICER Officer | 1 | $0 | $725,815 | $90,620 |
| AHMAD K MIRZA | MEDICAL DOCTOR Highest-paid employee | 1 | $519,690 | $0 | $92,002 |
| JAMES L HORNSBY | TRUSTEE & PHYSICIAN Trustee or director | 1 | $0 | $469,330 | $112,729 |
| PHILLIP L COULE | VP, MEDICAL AFFAIRS Highest-paid employee | 1 | $558,109 | $0 | $16,214 |
| ABDUL R ABUALRUZ | MEDICAL DOCTOR Highest-paid employee | 1 | $513,929 | $0 | $56,907 |
| W CHARLES BROCK | TRUSTEE Trustee or director | 1 | $0 | $41,497 | $0 |
| ED RICHARDSON | TRUSTEE Trustee or director | 1 | $0 | $15,806 | $0 |
| MITZI MOORE | TRUSTEE Trustee or director | 1 | $0 | $13,338 | $0 |
| O SCOTT SWAYZE MD | TRUSTEE Trustee or director | 1 | $0 | $11,859 | $0 |
| FRANK ROS | TRUSTEE Trustee or director | 1 | $0 | $9,633 | $0 |
| MARK BERRY | TRUSTEE Trustee or director | 1 | $0 | $8,873 | $0 |
| JAMES L HOLMES | TRUSTEE Trustee or director | 1 | $0 | $8,198 | $0 |
| GREG MORGAN | TRUSTEE Trustee or director | 1 | $0 | $5,707 | $0 |
| H SPEER BURDETTE III | TRUSTEE Trustee or director | 1 | $0 | $4,358 | $0 |
| KEITH PARKER | TRUSTEE Trustee or director | 1 | $0 | $4,051 | $0 |
| JOHN MCKIBBEN | TRUSTEE Trustee or director | 1 | $0 | $3,675 | $0 |
| JAY CUNNINGHAM | TRUSTEE Trustee or director | 1 | $0 | $3,092 | $0 |
| DAVID BOTTOMS | TRUSTEE Trustee or director | 1 | $0 | $1,995 | $0 |
| EDWARD TATE | TRUSTEE (BEG 11/23) Trustee or director | 1 | $0 | $358 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BROOKS KEEL PHD | EX-OFFICIO Trustee or director, Officer | 2 | $0 | $903,523 | $340,674 |
| MARK SNODDY MD | AUMA HC EMPLOYEE Highest-paid employee | 40 | $1,056,892 | $0 | $79,244 |
| GERMAME AJEBO MD | AUMA HC EMPLOYEE Highest-paid employee | 40 | $851,237 | $0 | $54,234 |
| JIGARKUMAR PARIKH MD | AUMA HC EMPLOYEE Highest-paid employee | 40 | $791,304 | $0 | $71,419 |
| DAVID HESS MD | CHAIR, EX-OFFICIO Trustee or director, Officer | 3 | $10,489 | $774,226 | $48,190 |
| DAVID MONTE HUNTER MD | DEPARTMENT CHAIR DIRECTOR Trustee or director | 1 | $9,564 | $727,732 | $42,456 |
| KATRINA KEEFER THROUGH 0722 | CEO AUHS EX OFFICIO NON-VOTING Former | 0 | $0 | $695,584 | $16,869 |
| ANNETTE JOHNSON MD | DEPARTMENT CHAIR DIRECTOR Trustee or director | 1 | $7,411 | $663,061 | $39,945 |
| STILANOS KOUNTAKIS MD | DEPARTMENT CHAIR DIRECTOR Trustee or director | 1 | $9,837 | $595,598 | $55,072 |
| STEFFEN MEILER MD | DEPARTMENT CHAIR DIRECTOR Trustee or director | 1 | $8,357 | $599,721 | $46,708 |
| RICHARD SCHWARTZ MD | SECRETARY-TREASURER, DEPT CHAIR Trustee or director, Officer | 3 | $19,358 | $493,967 | $42,311 |
| LAURA MULLOY MD | DELEGATE DIRECTOR Trustee or director | 1 | $6,384 | $422,693 | $99,916 |
| W VAUGHN MCCALL | DEPARTMENT CHAIR DIRECTOR Trustee or director | 1 | $8,754 | $451,132 | $51,100 |
| AHMAD K MIRZA MD | AUMA HC EMPLOYEE Highest-paid employee | 40 | $418,104 | $0 | $68,314 |
| VALERIE HUDSON MD | DEPARTMENT CHAIR DIRECTOR Trustee or director | 1 | $7,468 | $400,096 | $56,985 |
| AHMED A MOHAMED MD | AUMA HC EMPLOYEE Highest-paid employee | 40 | $424,262 | $0 | $30,935 |
| CHARLES HOWELL MD | CEO AUMA EX OFFICIO NON-VOTING Trustee or director, Officer | 20 | $209,978 | $198,000 | $12,159 |
| MICHAEL GROVES MD | DELEGATE DIRECTOR Trustee or director | 1 | $4,234 | $321,051 | $62,324 |
| JANIS COFFIN MD | DELEGATE DIRECTOR Trustee or director | 1 | $7,327 | $299,642 | $76,281 |
| CHADBURN RAY MD | DELEGATE DIRECTOR Trustee or director | 1 | $6,666 | $286,919 | $77,956 |
| NANCY BRADY | CEO AUMA EX OFFICIO NON-VOTING Trustee or director, Officer | 40 | $311,402 | $0 | $31,073 |
| ALLEN BUTCHER | FORMER CEO AUHS Former | 0 | $0 | $226,227 | $16,061 |
Address and contacts
- Address (IRS master file)
- 793 SAWYER RD, MARIETTA, GA 30062-2222
- In care of
- % JOHN KERNDL
- Principal officer (990 for 2024)
- KATEL J PATEL, 793 SAWYER ROAD, MARIETTA, GA 300622222
- Signed the 990
- JOHN KERNDL, EVP & CFO
- Phone
- (770) 956-7827
- Website
- www.wellstar.org
- Return prepared by
- PwC US Tax LLP
Mission
SEE SCHEDULE O
Program accomplishments
- SEE SCHEDULE OExpenses $27,832,071 · revenue $22,705,700
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 58-0705892
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1961
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E800)
- Assets (IRS master file)
- $9,190,359
- Income (IRS master file)
- $24,995,413
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $24,995,413 | $28,997,792 | $9,190,359 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $177,655,226 | $216,194,506 | $100,137,421 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $211,071,871 | $245,028,695 | $98,151,707 | XML |
| 990 | June 2022 | $181,842,735 | $213,991,491 | $106,450,597 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 58-0705892).
Questions about AU MEDICAL ASSOCIATES INC
- What is the EIN of AU MEDICAL ASSOCIATES INC?
- The employer identification number (EIN) of AU MEDICAL ASSOCIATES INC is 58-0705892.
- Is AU MEDICAL ASSOCIATES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to AU MEDICAL ASSOCIATES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does AU MEDICAL ASSOCIATES INC 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 AU MEDICAL ASSOCIATES INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AU MEDICAL ASSOCIATES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of AU MEDICAL ASSOCIATES INC?
- The 990 for the year ended June 30, 2025 names KATEL J PATEL.
- Who are the officers and directors of AU MEDICAL ASSOCIATES INC?
- The 990 for the year ended June 30, 2025 lists 35 people; 5 received compensation from the organization.
- How much revenue does AU MEDICAL ASSOCIATES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $24,995,413, expenses of $28,997,792 and total assets of $9,190,359 at year end.
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