Augusta Medical Group in Fishersville, Virginia (VA)

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Augusta Medical Group
Employer Identification Number (EIN)262559916
Name of OrganizationAugusta Medical Group
In Care of NameJohn R Heider
Address78 Medical Center Dr, Fishersville, VA 22939-2332
SubsectionCharitable Organization
Ruling Date03/2009
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$1,000,000 to $4,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$3,062,716
Amount of Income$22,082,144
Form 990 Revenue Amount$22,070,126
National Taxonomy of Exempt Entities (NTEE)Health - General and Rehabilitative: Health Support Services


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Amount of income in 2013: $22,082,144 (it was $20,031,149 in 2012)
This organization: 

 $22,082,144
Other organizations performing similar types of work: 

 $120,401

Assets in 2013: $3,062,716 (it was $2,633,519 in 2012)
Augusta Medical Group: 

 $3,062,716
Other organizations performing similar types of work: 

 $72,612

Expenses in 2013: $33,639,744
Augusta Medical Group: 

 $33,639,744
Other organizations performing similar types of work: 

 $96,831

Income to expenses ratio in 2013: 0.7
Augusta Medical Group: 

 0.7
Other organizations performing similar types of work: 

 1.2

Number of employees in 2013: 240
Augusta Medical Group: 

 240
Other organizations performing similar types of work: 

 2

Employees paid over $100,000 in 2013: 29.2%
This organization: 

 29.2%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 99.2%

Financial snapshot ($)

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
Is the organization required to complete Schedule B, Schedule of Contributors?NoNo
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?YesYes
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 109656
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return237240
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoYesYes
Has it filed a Form 990-T for this year?YesYes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$3,955,340$4,252,520
Total reportable compensation from related organizations$982,511$751,177
Total estimated amount of other compensation from the organization and related organizations$179,163$184,364
Total number of individuals who received more than $100,000 of reportable compensation from the organization5564
Total number of independent contractors who received more than $100,000 of compensation from the organization56
Statement of Revenue
201120122013
Total revenue$17,186,080$20,016,153$22,070,126
Contributions, Gifts, Grants and Other Similar Amounts$0$0$0
Program Service Revenue$17,177,580$20,031,149$22,082,144
621400$16,721,261$18,273,251
900099$2,355,250$2,796,657
621400$737,716$636,089
900099$216,922$203,987
900099$0$172,160
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$0$0$0
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$8,500$0$0
Net gain/loss from sales of assets other than inventory$0$-14,996$-12,018
Gross amount from sales of assets other than inventory (Securities / Other)$0 / $0$0 / $0$0 / $0
Less: cost or other basis and sales expenses (Securities / Other)$0 / $0$0 / $14,996$0 / $12,018
Gain or (loss) (Securities / Other)$0 / $0$0 / $-14,996$0 / $-12,018
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$0$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$26,064,599$29,535,653$33,639,744
Grants and other assistance to domestic organizations and domestic governments$0$0
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$1,312,536$1,289,816$591,746
Compensation not included above, to disqualified persons$0$57,589
Other salaries and wages$15,145,281$16,541,884$20,813,858
Pension plan accruals and contributions$1,173,677$918,432
Other employee benefits$1,189,289$1,319,004
Payroll taxes$869,450$988,248$1,089,150
Fees for services (non-employees)
Management$0$0
Legal$0$0
Accounting$0$0
Lobbying$0$0
Professional fundraising services$0$0$0
Investment management fees$0$0
Other$4,460,796$4,511,683
Advertising and promotion$0$0
Office expenses$635,261$1,083,594
Information technology$1,140$0
Royalties$0$0
Occupancy$878,042$834,489
Travel$21,380$22,114
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$0$0
Interest$0$0
Payments to affiliates$0$0
Depreciation, depletion, and amortization$245,738$200,522
Insurance$508,133$574,996
Other expenses$967,821$918,215
Other expenses$573,408$678,481
Other expenses$61,020$25,871
Balance Sheet
201120122013
Total assets$1,953,265$2,633,519$3,062,716
Cash - non-interest-bearing$563,944$880,419
Savings and temporary cash investments$0$0
Pledges and grants receivable, net$0$0
Accounts receivable, net$837,230$1,026,429
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$10,417
Inventories for sale or use$17,889$27,790
Prepaid expenses and deferred charges$30,531$37,455
Land, buildings, and equipment: cost or other basis$1,183,925$1,080,206
Investments - publicly traded securities$0$0
Investments - other securities$0$0
Investments - program-related$0$0
Intangible assets$0$0
Other assets$0$0
Total liabilities$21,867,170$32,066,924$44,065,736
Accounts payable and accrued expenses$1,784,108$2,313,444
Grants payable$0$0
Deferred revenue$0$0
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$30,282,816$41,752,292
Total net assets or fund balances$-19,913,905$-29,433,405$-41,003,020
Unrestricted net assets$-29,433,405$-41,003,020
Temporarily restricted net assets$0$0
Permanently restricted net assets$0$0
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
2009 - 2013 Total
Public support$85,553,821
Subtotal$85,553,821
Gifts, grants, contributions, and membership fees received$0
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$85,553,821
Gross receipts from activities that are not an unrelated trade or business under section 513$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$0
Amounts received from disqualified persons$0
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$0
Total support$85,610,663
Public support$85,553,821
Subtotal$8,500
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$8,500
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$0
Net income from unrelated business activities, whether or not the business is regularly carried on$45,300
Other income$3,042
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Augusta Medical Group78 Medical Center Dr, Fishersville, VA 22939-2332VA2009-03$22,082,144
2Community Health Alliance2201 West Broad St No 202, Richmond, VA 23220VA2003-07$5,936,468
3Cornerstone Support Services10600 Talleysville Road, New Kent, VA 23124VA2009-06$1,818,343
4The Nancy Wettering Ovarian Cancer Foundation318 Farmville Ln, Williamsburg, VA 23188-1048VA2005-09$1,393,982
5Shamrock Sportsfest Inc2865 Lynnhaven Drive, Virginia Beach, VA 23451-1542VA2006-09$773,856
6Rx Drug Access Partnership2924 Emerywood Pkwy Ste 300, Richmond, VA 23294-3746VA2004-02$545,089
7Delta Dental Of Virginia Foundation Inc4818 Starkey Rd, Roanoke, VA 24018-8510VA2012-08$419,277
8Roanoke Adolescent Health PartnershipPO BOX 12712, Roanoke, VA 24027-2712VA1996-08$384,953
9Asc Quality Collaboration Inc1012 Cameron St, Alexandria, VA 22314-2427VA2014-08$309,221
10Pediatricians Associated To Care For Kids Inc9113 Dickey Drive, Mechanicsville, VA 23116VA2011-09$214,350
11Mother Health International Incorporated8004 Trevor Pl, Vienna, VA 22182VA2011-02$121,040
12Virginia Cancer Patient FundPO BOX 2921, Mechanicsvlle, VA 23116-0024VA2010-12$67,662
13Shenandoah Valley Compassionate Pharmacy507 Amherst St, Winchester, VA 22601-3801VA2003-05$61,450
14Vitiligo Support International IncPO BOX 3565, Lynchburg, VA 24503-0565VA2004-05$42,505
15Cross Keys Equine Therapy6711 Stoney Lick Rd, Mt Crawford, VA 22841-2758VA2012-05$39,788
16Kick Start My Heart Foundation3009 Douglasdale Road, Richmond, VA 23221VA2011-05$24,303
17World Health Ambassador7611 Little River Turnpike, Annandale, VA 22003-2611VA2007-09$14,190
18Sojourn Center700-K North Main Street, Blacksburg, VA 24060VA2010-06$10,620
19Mash Pit Inc6221 Parkhill Dr, Alexandria, VA 22312-1152VA2010-11$6,840
20Abrempong Elit Club Inc, Abrempong Elit Mens Association10875 Main Street Suite 112, Fairfax, VA 22030VA2013-02$0
Number of organizations performing similar types of work
Alaska5
Alabama22
Arkansas16
Arizona44
California308
Colorado68
Connecticut38
District of Columbia25
Delaware4
Florida178
Georgia92
Hawaii13
Iowa23
Idaho16
Illinois78
Indiana41
Kansas27
Kentucky17
Louisiana24
Massachusetts70
Maryland60
Maine15
Michigan88
Minnesota46
Missouri47
Mississippi17
Montana12
North Carolina96
North Dakota6
Nebraska17
New Hampshire14
New Jersey75
New Mexico14
Nevada27
New York169
Ohio87
Oklahoma26
Oregon41
Pennsylvania94
Rhode Island11
South Carolina42
South Dakota5
Tennessee50
Texas191
Utah19
Virginia70
Vermont9
Washington62
Wisconsin37
West Virginia14
Wyoming7
International9
Total2,586

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