Advantage Healthsaint Mary's Medical Group

Nonprofit profile at a glance

EIN
272491974
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Grand Rapids, MI, USA
Phone
6166851800
Rating
64
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Group Health Practice (Health Maintenance Organizations)

Official website

Reported finances

Revenue
$157,985,385
Expenses
$150,111,551
Assets
$35,226,387
Liabilities
$82,166,238

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

28 people listed

Executive titles in this filing

  • GARY ALLORE (DIRECTOR; PRESIDENT TH MUSKEGON)
  • CYNTHIA ELLIOTT (PRESIDENT, TH MEDICAL GROUP)

Highest reported compensation

  • JURGEN LUDERS MD (PHYSICIAN - NEUROLOGICAL SURGERY): $1,600,719 total reported compensation
  • MUHAMMAD FAROOQ MD (PHYSICIAN - VASCULAR NEUROLOGY): $1,339,993 total reported compensation
  • STEVE KLAFETA MD (PHYSICIAN - NEUROLOGICAL SURGERY): $1,300,256 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

We, advantage health/saint mary's medical group and trinity health, serve together in the spirit of the gospel as a compassionate and transforming healing presence within our communities.advantage health/saint mary's medical group (ah/smmg) is a member of trinity health-Michigan and trinity health.

What it reported doing in 2024

Advantage health/saint mary's medical group ("ah/smmg"), dba trinity health medical group, is a multi-specialty physician network that employs more than 800 physicians and advanced practice professionals in the grand rapids market. During the fiscal year 2025, more than 602,000 outpatient visits were handled by ah/smmg providers. Additionally, ah/smmg provides essential physician services to trinity health grand rapids hospital (a Michigan 501(c)(3) hospital). Ah/smmg's physician employees work in hospital clinics to provide charity care to the uninsured. Ah/smmg participates in medicare and medicaid plans and operates under a charity care policy that makes ah/smmg's services available to individuals who do not have insurance or medicaid coverage and are unable to pay for medical services. Ah/smmg provides numerous additional services to the community, including participating in the education of health care professionals, participating in community wellness and health fairs and public screening events, and providing free medical supplies to the employees' mission effort.please visit our website for additional information: www.trinityhealthmichigan.org

Operating model

Revenue model
Earned-program. 91% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 67
  • Accountability: 37
  • Sustainability: 30
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83.9%; rating input score 84
  • Program expense ratio: 88.6%; rating input score 89
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 21st percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 6.7%; rating input score 7; 8th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 5%; rating input score 57; 57th percentile among comparable filings
  • Total-asset coverage ratio: 0.23; rating input score 7; 7th percentile among comparable filings
  • Liabilities to assets ratio: 2.33; rating input score 1; 1st percentile among comparable filings
  • Officer compensation ratio: 7.8%; rating input score 6; 6th percentile among comparable filings

Growth

  • Program expense growth: 5.5% per year; rating input score 100; 45th percentile among comparable filings
  • Revenue growth: 5.5% per year; rating input score 100; 47th percentile among comparable filings
  • Asset growth: 3.7% per year; rating input score 100; 26th percentile among comparable filings

Details

  • Where the money goes: 83.9% of revenue deployed · 88.6% of spending went to programs
  • Governance: 1 of 15 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $133M in reported program spending
  • Leadership: top reported pay $1.6M · 28 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $3.9M reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 7 filed schedules · includes major donors, executive pay, and related organizations
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 20 filed money-flow records
  • Related organizations: 308 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 7/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 7/100.
  • Review — Sustainability: Operating margin scored 57/100.
  • High — Sustainability: Liabilities to assets ratio scored 1/100.
  • High — Sustainability: Officer compensation ratio scored 6/100.