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SUMMA HEALTH GROUP RETURN: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SUMMA HEALTH GROUP RETURN (EIN 90-0640432)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202423199349317312
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T17:44:06+00:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

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Address Line12005 MARKET STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
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Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

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EIN900640432EIN

Business Name BusinessName

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Business Name Line1Summa Health Group ReturnBusinessNameLine1Txt
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Business Name ControlSUMMBusinessNameControlTxt
Phone2343125867PhoneNum

US Address USAddress

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Address Line11077 Gorge BlvdAddressLine1Txt
CityAkronCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44310ZIPCd

Business Officer BusinessOfficerGrp

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PersonDAWN AHNERPersonNm
Person TitleSR VP, CFO, TREASPersonTitleTxt
Phone2343125967PhoneNum
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
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IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

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Preparer PersonLauren E BennettPreparerPersonNm
PTINP01787029PTIN
Phone2154485000PhoneNum
Preparation2024-11-08PreparationDt
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Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1T CLIFFORD DEVENY MDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11077 Gorge BlvdAddressLine1Txt
CityAkronCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44310ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,549,907,715GrossReceiptsAmt
Group Return For AffiliatesYes (true)GroupReturnForAffiliatesInd
All Affiliates IncludedYes (true)AllAffiliatesIncludedInd
Group Exemption5864GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW. SUMMAHEALTH. ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Activity Or MissionTHE MISSION OF SUMMA HEALTH IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO OUR PATIENTS AND TO CONTRIBUTE TO A HEALTHIER COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body43VotingMembersGoverningBodyCnt
Voting Members Independent35VotingMembersIndependentCnt
Total Employee8382TotalEmployeeCnt
Total Volunteers849TotalVolunteersCnt
Total Gross UBI$2,183,646TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$320,196NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$49,544,714PYContributionsGrantsAmt
CY Contributions Grants$9,620,694CYContributionsGrantsAmt
PY Program Service Revenue$1,373,709,699PYProgramServiceRevenueAmt
CY Program Service Revenue$1,516,233,180CYProgramServiceRevenueAmt
PY Investment Income$37,589,783PYInvestmentIncomeAmt
CY Investment Income$812,350CYInvestmentIncomeAmt
PY Other Revenue$23,078,169PYOtherRevenueAmt
CY Other Revenue$21,244,344CYOtherRevenueAmt
PY Total Revenue$1,483,922,365PYTotalRevenueAmt
CY Total Revenue$1,547,910,568CYTotalRevenueAmt
PY Grants And Similar Paid$8,094,852PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,688,555CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$668,283,155PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$644,275,797CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,484,293CYTotalFundraisingExpenseAmt
PY Other Expenses$864,521,913PYOtherExpensesAmt
CY Other Expenses$947,281,554CYOtherExpensesAmt
PY Total Expenses$1,540,899,920PYTotalExpensesAmt
CY Total Expenses$1,593,245,906CYTotalExpensesAmt
PY Revenues Less Expenses-$56,977,555PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$45,335,338CYRevenuesLessExpensesAmt
Total Assets BOY$1,810,856,061TotalAssetsBOYAmt
Total Assets EOY$1,825,616,945TotalAssetsEOYAmt
Total Liabilities BOY$1,310,414,836TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,311,023,498TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$500,441,225NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$514,593,447NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSUMMA HEALTH'S MISSION IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO PATIENTS AND MEMBERS AND CONTRIBUTE TO A HEALTHIER COMMUNITY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$609,315,255ExpenseAmt
Grant$0GrantAmt
Revenue$694,154,560RevenueAmt
DescOUTPATIENT SERVICES FOR 2023: SUMMA HEALTH SYSTEM, AND SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP, PROVIDED OVER 1.7 MILLION OCCASIONS OF SERVICE, INCLUDING 127,215 EMERGENCY DEPARTMENT VISITS, 10,082 OBSERVATION PATIENTS, 16,876 SURGICAL OPERATIONS, AND OVER 1.5 MILLION OTHER OUTPATIENT VISITS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$481,529,499ExpenseAmt
Grant$0GrantAmt
Revenue$548,576,283RevenueAmt
DescINPATIENT SERVICES FOR 2023: SUMMA HEALTH SYSTEM HAD APPROXIMATELY 670 BEDS IN SERVICE, ADMITTED 33,470 ADULT PATIENTS, AND DELIVERED 4,720 NEWBORNS. THE ADULT PATIENTS RECEIVED 182,156 DAYS OF CARE, INPATIENT SURGERIES TOTALED 8,037, EMERGENCY ADMISSIONS TOTALED 25,062 AND THE AVERAGE LENGTH OF STAY WAS 4.99 DAYS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$52,787,512ExpenseAmt
Grant$0GrantAmt
Revenue$14,820,273RevenueAmt
DescRESEARCH/EDUCATION FOR 2023: SUMMA HEALTH HAS A HISTORY OF SPONSORING AND SUPPORTING BASIC AND CLINICAL RESEARCH TO UNDERSTAND DISEASES AND TREATMENT. CENTERS, PROGRAMS AND LABS FACILITATE RESEARCH IN A NUMBER OF MEDICAL FIELDS. SUMMA HEALTH FOSTERS A LEARNING ENVIRONMENT FOR THE NEXT GENERATION OF CAREGIVERS. AT SUMMA HEALTH'S HOSPITALS, APPROXIMATELY 285 RESIDENTS AND FELLOWS TRAIN IN 12 ACCREDITED RESIDENCY PROGRAMS, EIGHT ACCREDITED FELLOWSHIP TRAINING PROGRAMS AND ONE NON-ACCREDITED FELLOWSHIP PROGRAM. SUMMA HEALTH PROVIDES CLINICAL LEARNING EXPERIENCES TO NEARLY 2,100 NURSING, MEDICAL, PHARMACY, EMERGENCY MEDICAL TECHNICIAN, PARAMEDIC, AND ALLIED HEALTH STUDENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$227,057,263$1,688,555$256,942,760SUMMA HEALTH IS AN INTEGRATED HEALTHCARE DELIVERY SYSTEM THAT PROVIDES COORDINATED, VALUE-BASED CARE ACROSS THE CONTINUUM FOR THE PEOPLE AND POPULATIONS WE SERVE. WE HOLD OURSELVES CLINICALLY AND FINANCIALLY ACCOUNTABLE FOR HEALTH OUTCOMES IN OUR COMMUNITIES. SUMMA HEALTH SERVES HUNDREDS OF THOUSANDS OF PATIENTS EACH YEAR IN COMPREHENSIVE EMERGENCY, ACUTE, CRITICAL, OUTPATIENT AND LONG-TERM/HOMECARE SETTINGS AND REPRESENTS A TOTAL OF 1,023 REGISTERED, INPATIENT BEDS ON THE CAMPUSES OF SUMMA HEALTH SYSTEM AND SUMMA REHAB HOSPITAL. IN ADDITION, OUTPATIENT CARE IS PROVIDED IN MORE THAN 20 COMMUNITY HEALTH CENTERS, URGENT CARE FACILITIES AND EMERGENCY DEPARTMENTS (EDS), SOME INTEGRATED IN THE HEALTHCARE FACILITIES, AND OTHERS ARE FREESTANDING. SUMMA REHAB HOSPITAL IS A JOINT VENTURE IN WHICH SUMMA HEALTH SYSTEM HAS AN INTEREST, AND IS REFERENCED IN THIS DOCUMENT FOR THE PURPOSE OF IDENTIFYING ALL ENTITIES AFFILIATED WITH SUMMA HEALTH. SUMMA'S PROPORTIONATE INTEREST OF THIS JOINT VENTURE'S CHARITY CARE AND OTHER COMMUNITY BENEFITS IS INCLUDED ON SCHEDULE H OF SUMMA HEALTH'S IRS FORM 990 GROUP RETURN. PROVIDING SUPERIOR, MULTI-SPECIALTY PATIENT CARE, MEDICAL RESEARCH AND CONTINUING MEDICAL EDUCATION, SUMMA HEALTH RANKS AS A HIGHLY RECOGNIZED HEALTHCARE PROVIDER IN SEVERAL DISCIPLINES INCLUDING: WEIGHT MANAGEMENT, CARDIOVASCULAR, EMERGENCY, ONCOLOGY, ORTHOPEDICS & SPORTS MEDICINE, SURGERY, PRIMARY CARE, PULMONARY, STROKE, TRAUMA, UROLOGY, WOMEN'S SERVICES AND NURSING BY PRESTIGIOUS ORGANIZATIONS SUCH AS: AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER AMERICAN HEART ASSOCIATION AMERICAN STROKE ASSOCIATION NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS NATIONAL ACCREDITATION PROGRAM FOR RECTAL CANCER AMERICAN NURSING CREDENTIALING CENTER CENTERS FOR MEDICARE AND MEDICAID SERVICES OHIO PATIENT SAFETY INSTITUTE AMERICAN COLLEGE OF RADIATION AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY METABOLIC AND BARIATRIC SURGERY ACCREDITATION AND QUALITY IMPROVEMENT PROGRAM- COMPREHENSIVE CENTER LUNG CANCER ALLIANCE THE JOINT COMMISSION HEALTHGRADES SUMMA HEALTH IS SUMMIT COUNTY'S LARGEST EMPLOYER AND A LEADING ECONOMIC ENGINE FOR THE REGION. SUMMA HEALTH INCLUDES THE FOLLOWING: SUMMA HEALTH SYSTEM: SUMMA HEALTH SYSTEM IS A SINGLE LEGAL ENTITY THAT INCLUDES THREE INPATIENT HOSPITAL CAMPUSES AND SEVERAL AMBULATORY LOCATIONS. SUMMA HEALTH SYSTEM OPERATES THE INPATIENT HOSPITAL LOCATIONS AS WELL AS THE HOSPITAL-BASED OFF-SITE LOCATIONS UNDER THE SAME MEDICARE PROVIDER NUMBER. SUMMA HEALTH EMPLOYS NEARLY 8,400 INDIVIDUALS WITH SUMMA HEALTH SYSTEM ACCOUNTING FOR THE VAST MAJORITY OF THESE EMPLOYEES. SUMMA HEALTH SYSTEM HAS A MEDICAL STAFF OF MORE THAN 1,000 PROFESSIONALS WORKING ON ITS CAMPUSES. SUMMA HEALTH SYSTEM HAS 963 REGISTERED BEDS. THE BUILDINGS AND FACILITIES ON ALL CAMPUSES TOTAL MORE THAN 3 MILLION SQUARE FEET. SUMMA HEALTH SYSTEM- AKRON CAMPUS OFFERS GENERAL MEDICAL, SURGICAL, OBSTETRICAL, TRAUMA AND CRITICAL CARE SERVICES. THE AKRON CAMPUS PROVIDES ACUTE CARE SERVICES AND A WIDE RANGE OF OUTPATIENT SERVICES ON A CAMPUS OF APPROXIMATELY 60 ACRES. SUMMA HEALTH SYSTEM- ST. THOMAS CAMPUS PROVIDES VARIOUS DIAGNOSTIC SERVICES ALONG WITH BEHAVIORAL HEALTH AND SUBSTANCE ABUSE CARE. SUMMA HEALTH SYSTEM- ST. THOMAS CAMPUS WAS ONE OF THE FIRST IN THE COUNTRY TO RECOGNIZE THE MEDICAL ASPECTS OF ALCOHOLISM AS A DISEASE. AS A LEADER IN MEDICAL EDUCATION, SUMMA HEALTH SYSTEM SUPPORTS THE EDUCATION OF ITS PHYSICIANS AND HEALTHCARE PROFESSIONALS. THE AKRON AND ST. THOMAS CAMPUSES ARE TEACHING AFFILIATES OF THE NORTHEAST OHIO MEDICAL UNIVERSITY (NEOMED) AND INCLUDE A STAFF OF PHYSICIANS AND ACCREDITED RESIDENCY AND FELLOWSHIP PROGRAMS THAT FOSTER A DYNAMIC MEDICAL ENVIRONMENT. APPROXIMATELY 90 RESIDENTS AND FELLOWS GRADUATE FROM THE AKRON CAMPUS'S MEDICAL EDUCATION PROGRAMS EACH YEAR. THE BARBERTON CAMPUS HAS A FAMILY PRACTICE RESIDENCY PROGRAM AFFILIATED WITH NEOMED ALONG WITH PROVIDING EDUCATIONAL ROTATIONS FOR MEDICAL STUDENTS. SUMMA HEALTH SYSTEM- BARBERTON CAMPUS SUMMA HEALTH SYSTEM- BARBERTON CAMPUS IS A 500,000 SQUARE FOOT ACUTE CARE TEACHING HOSPITAL LOCATED ON NEARLY 16 ACRES, LOCATED APPROXIMATELY 10 MILES SOUTHWEST OF AKRON, OHIO. THE HOSPITAL HAS 222 REGISTERED BEDS. THE BARBERTON CAMPUS PROVIDES THE COMMUNITY WITH EASY ACCESS TO COMPREHENSIVE, HIGH-QUALITY CANCER SERVICES AT THE COMMISSION ON CANCER ACCREDITED PARKVIEW PAVILION, AS WELL AS THE FULL SPECTRUM OF CARDIOVASCULAR DISEASE CARE INCLUDING DIAGNOSTIC, INTERVENTIONAL AND SURGICAL SERVICES, A STATE-OF-THE-ART ORTHOPEDIC JOINT REPLACEMENT CENTER OF EXCELLENCE, ALONG WITH A VARIETY OF OUTPATIENT SERVICES. CHARITY CARE IN 2023, SUMMA HEALTH PROVIDED CHARITY CARE AT AN ESTIMATED NET COST OF OVER $10.7 MILLION . THIS AMOUNT REPRESENTS THE NET COST ASSOCIATED WITH PROVIDING THE CARE AND DOES NOT INCLUDE BAD DEBT. PATIENTS WITH INCOME UP TO 250% OF THE FEDERAL POVERTY INCOME GUIDELINES OR WHO HAVE A HOSPITAL BILL THAT EXCEEDS 25% OF THEIR GROSS ANNUAL FAMILY INCOME ARE ELIGIBLE TO APPLY FOR FULLY DISCOUNTED CHARITY CARE ASSISTANCE. IN ADDITION, THERE IS A SLIDING SCALE DISCOUNT PROGRAM FOR THOSE WITH INCOMES BETWEEN 250% AND 400% OF THE FEDERAL POVERTY INCOME GUIDELINES. IN 2023, THE CHARITY CARE PROGRAM (INCLUDING HOSPITAL CARE ASSURANCE PROGRAM) BENEFITED OVER 20,174 PATIENT ENCOUNTERS. MEDICAID SHORTFALL HISTORICALLY, OHIO MEDICAID REIMBURSEMENTS HAVE NOT COVERED THE COST OF PROVIDING THE CARE TO PROGRAM BENEFICIARIES, CREATING A BUDGETARY SHORTFALL. AS ONE OF NORTHEAST OHIO'S TOP PROVIDERS OF HOSPITAL CARE FOR MEDICAID PATIENTS, SUMMA HEALTH'S UNPAID COSTS FOR MEDICAID TOTALED OVER $91 MILLION . BAD DEBT SUMMA HEALTH IS COMMITTED TO PROVIDING QUALITY AND ACCESSIBLE HEALTHCARE. THIS INCLUDES COVERING THE EXPENSE OF PAYMENTS THAT WERE EXPECTED BUT NOT RECEIVED. WHILE SUMMA HEALTH RECOGNIZES BAD DEBT IS PART OF DOING BUSINESS, IT AGREES WITH THE OHIO HOSPITAL ASSOCIATION THAT IT IS IMPORTANT TO REPORT THESE COSTS TO SHOW THE TOTAL PICTURE OF CARE SUMMA HEALTH PROVIDES TO THE COMMUNITY WITHOUT FULL REIMBURSEMENT. IN 2023, THE COST FOR PROVIDING CARE WRITTEN OFF AS A BAD DEBT EXPENSE WAS OVER $13 .7 MILLION. COMMUNITY HEALTH IMPROVEMENT SERVICES AN IMPORTANT PART OF SUMMA HEALTH'S MISSION IS OFFERING A PREVENTION AND WELLNESS PROGRAM TO BUILD A HEALTHIER COMMUNITY. IN 2023, SUMMA HEALTH PROVIDED MORE THAN $16.3 MILLION TO HELP FUND HEALTH IMPROVEMENT ACTIVITIES SUCH AS FREE AND LOW-COST HEALTH SCREENING, HEALTH EDUCATION SERVICES AND WELLNESS PROGRAMMING. SUBSIDIZED HEALTH SERVICES SUMMA HEALTH IS COMMITTED TO PROVIDING SUBSIDIZED HEALTH SERVICES - CLINICAL SERVICES THAT MEET AN IDENTIFIED COMMUNITY NEED AND ARE PROVIDED DESPITE FINANCIAL LOSS. VITAL SERVICES SUCH AS THE SUMMA HEALTH SENIOR HEALTH CENTER, SUMMA HEALTH TRAUMATIC STRESS CENTER AND DIABETES EDUCATION ARE OFFERED, EVEN THOUGH THEY ARE NOT PROFITABLE. INCOME FROM OTHER SERVICES IS USED TO COVER THESE COSTS. IN 2023, THE COST FOR SUBSIDIZED SERVICES WAS OVER $ 43 MILLION. FINANCIAL AND IN-KIND DONATIONS ANNUALLY, SUMMA HEALTH CONTRIBUTES FINANCIAL ASSISTANCE AND IN-KIND SERVICES TO SUPPORT COMMUNITY ORGANIZATIONS THAT PROMOTE HEALTH, WELLNESS AND AN IMPROVED QUALITY OF LIFE. FROM NEIGHBORHOOD HEALTH FACILITIES SUCH AS OPEN M AND FAITHFUL SERVANTS CARE CENTER, TO MEDICAL SERVICES AT ATHLETIC EVENTS THROUGHOUT THE COMMUNITY, SUMMA HEALTH PARTICIPATES IN NUMEROUS COMMUNITY PROGRAMS AND HELPS OTHER NONPROFITS FULFILL THEIR MISSIONS. IN 2023, THESE CONTRIBUTIONS WERE MORE THAN $2.4 MILLION . RESEARCH AND INNOVATION A MAJOR GOAL OF THE RESEARCH & INNOVATION GROUP IS TO OFFER OUR PATIENTS ACCESS TO CUTTING-EDGE THERAPIES AND TECHNOLOGIES WITHIN THE COMMUNITY, PARTICULARLY THROUGH CLINICAL TRIALS. THIS NOT ONLY PROVIDES THE BEST CARE FOR OUR PATIENTS, BUT ALSO IMPROVES THE HEALTH OF OUR COMMUNITY. IN 2023, SUMMA CONTRIBUTED A NET COST OF MORE THAN $8.3 MILLION TO EXPLORE POTENTIAL NEW THERAPIES, CARE COORDINATION IMPROVEMENTS AND TREATMENT OPTIONS.
(CONTINUED) EDUCATION SUMMA HEALTH SUPPORTS THE EDUCATION OF PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS. SUMMA HEALTH SYSTEM IS THE LARGEST OF THE MAJOR TEACHING AFFILIATES OF THE NORTHEAST OHIO MEDICAL UNIVERSITY (NEOMED, A CONSORTIUM OF THE UNIVERSITY OF AKRON, KENT STATE UNIVERSITY AND YOUNGSTOWN STATE UNIVERSITY), AND OFFERS EDUCATION TO NEOMED'S COLLEGES OF MEDICINE AND PHARMACY STUDENTS, AS WELL AS TO MEDICAL STUDENTS FROM SCHOOLS AROUND THE COUNTRY. IN ADDITION, SUMMA HEALTH OFFERS 12 ACCREDITED RESIDENCY TRAINING PROGRAMS, 8 ACCREDITED FELLOWSHIP TRAINING PROGRAMS, IN NUMEROUS SPECIALTIES, TRAINING THE NEXT GENERATION OF PRIMARY CARE AND SPECIALTY PHYSICIANS FOR THE REGION AND BEYOND. NURSING EDUCATION ALSO IS OFFERED IN COLLABORATION WITH LOCAL AND NATIONAL UNIVERSITY PARTNERS. IN 2023, APPROXIMATELY 285 RESIDENTS AND FELLOWS TRAINED AT SUMMA HEALTH'S THREE MAIN HOSPITALS. ON AVERAGE, APPROXIMATELY 45% OF THESE RESIDENTS REMAIN IN OUR LOCAL AND SURROUNDING COMMUNITIES. SUMMA HEALTH'S 2023 INVESTMENT IN HEALTH PROFESSIONAL EDUCATION TOTALED NEARLY $29.6 MILLION. SUMMA HEALTH SERVICES: FOLLOWING IS A DESCRIPTION OF SUMMA HEALTH'S NOTABLE ACCOMPLISHMENTS BY PRIMARY SERVICE LINES IN 2023: HEART AND VASCULAR: SUMMA HEALTH HAS BEEN RECOGNIZED BY THE AMERICAN HEART ASSOCIATION FOR MANY AWARDS, INCLUDING GET WITH THE GUIDELINES GOLD PLUS- STROKE AND HEART FAILURE, LIFELINE HEART ATTACK REFERRING/RECEIVING CENTER ACCREDITATION AND STEMI (HEART ATTACK) ACCREDITATION. THE AMERICAN COLLEGE OF CARDIOLOGY ONCE AGAIN RECOGNIZED SUMMA HEALTH SYSTEM - AKRON CAMPUS FOR ITS DEMONSTRATED EXPERTISE AND COMMITMENT IN TREATING PATIENTS RECEIVING TRANSCATHETER VALVE REPAIR AND REPLACEMENT PROCEDURES. TRANSCATHETER VALVE CERTIFICATION IS AWARDED TO INSTITUTIONS WHO IDENTIFY QUALITY IMPROVEMENT OPPORTUNITIES THROUGH PROGRAMMATIC OUTCOMES AND IMPLEMENT BEST PRACTICES. IN ADDITION, SUMMA HEALTH RECEIVED THE NCDR CHEST PAIN MI GOLD PERFORMANCE ACHIEVEMENT AWARD FOR 2023 FROM THE AMERICAN COLLEGE OF CARDIOLOGY. SUMMA HEALTH WAS ONE OF ONLY 400 HOSPITALS NATIONWIDE TO RECEIVE THIS DISTINGUISHED HONOR, HAVING DEMONSTRATED SUSTAINED ACHIEVEMENT IN SPECIFIC PERFORMANCE MEASURES REPORTED IN THE CHEST PAIN MI REGISTRY. SUMMA HEALTH HAS RECEIVED NUMEROUS AWARDS FROM HEALTHGRADES IN THE CARDIOVASCULAR FIELD, INCLUDING BEING NAMED ONE OF HEALTHGRADES AMERICA'S 100 BEST HOSPITALS FOR CARDIAC CARETM FOR SUPERIOR CLINICAL OUTCOMES IN HEART BYPASS SURGERY, CORONARY INTERVENTIONAL PROCEDURES, HEART ATTACK TREATMENT, HEART FAILURE TREATMENT AND HEART VALVE SURGERY. OTHER RECOGNITIONS FROM HEALTHGRADES INCLUDE: * RECIPIENT OF HEALTHGRADES 2024 CARDIAC CARE EXCELLENCE AWARD * NAMED AMONG TOP 10% IN NATION FOR OVERALL CARDIAC SERVICES, 2024 * NAMED AMONG TOP 10% IN NATION FOR CARDIOLOGY SERVICES, 2024 * FIVE-STAR RECIPIENT FOR TREATMENT OF HEART ATTACK, 2024 * FIVE-STAR RECIPIENT FOR TREATMENT OF HEART FAILURE FOR 6 YEARS IN A ROW, 2019-2024 NEUROSCIENCE: SUMMA HEALTH STROKE CARE CENTER HAS BEEN NATIONALLY RECOGNIZED FOR EARNING THE AMERICAN HEART ASSOCIATION (AHA) AND AMERICAN STROKE ASSOCIATION'S GET WITH THE GUIDELINES STROKE GOLD PLUS AWARD WITH TARGET: STROKE ELITE PLUS HONOR ROLL AND TARGET: TYPE 2 DIABETES HONOR ROLL. THE AWARD RECOGNIZES OUR CONTINUED SUCCESS IN USING THE GET WITH THE GUIDELINES PROGRAM AND APPLYING THE MOST UP-TO-DATE EVIDENCE-BASED TREATMENT GUIDELINES TO IMPROVE PATIENT CARE AND OUTCOMES IN THE COMMUNITIES WE SERVE. SUMMA HEALTH HAS RECEIVED NUMEROUS AWARDS FROM HEALTHGRADES IN THE NEUROSCIENCES FIELD, INCLUDING SUMMA HEALTH SYSTEM - AKRON CAMPUS RECEIVING THE #2 STROKE CARE IN STATE HEALTHGRADES AWARD FOR 2023. OTHER HEALTHGRADES AWARDS FOR NEUROSCIENCES INCLUDE: * RECIPIENT OF THE HEALTHGRADES NEUROSCIENCES EXCELLENCE AWARD FOR 5 YEARS IN A ROW (2020-2024) * RECIPIENT OF THE HEALTHGRADES CRANIAL NEUROSURGERY EXCELLENCE AWARD FOR 6 YEARS IN A ROW (2019-2024) * RECIPIENT OF THE HEALTHGRADES STROKE CARE EXCELLENCE AWARD FOR 6 YEARS IN A ROW (2019-2024) * NAMED AMONG THE TOP 5% IN THE NATION FOR NEUROSCIENCES FOR 5 YEARS IN A ROW (2020-2024) * NAMED AMONG THE TOP 5% IN THE NATION FOR CRANIAL NEUROSURGERY FOR 4 YEARS IN A ROW (2021-2024) * NAMED AMONG THE TOP 5% IN THE NATION FOR TREATMENT OF STROKE FOR 5 YEARS IN A ROW (2020-2024) * FIVE-STAR RECIPIENT FOR CRANIAL NEUROSURGERY FOR 7 YEARS IN A ROW (2018-2024) * FIVE-STAR RECIPIENT FOR TREATMENT OF STROKE FOR 7 YEARS IN A ROW (2018-2024) ONCOLOGY: SUMMA HEALTH IS A LEADER IN CANCER TREATMENT WITH NATIONALLY RECOGNIZED CANCER CENTERS THROUGHOUT NORTHEAST OHIO. SUMMA TREATS MORE THAN 100 CANCER TYPES, SPECIALIZING IN LUNG, BREAST, COLORECTAL, GYNECOLOGICAL AND ORTHOPEDIC. SUMMA HEALTH'S CANCER CENTERS ARE FULLY ACCREDITED BY THE AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER (COC). ORTHOPEDICS: THE SUMMA HEALTH JOINT REPLACEMENT CENTER OF EXCELLENCE EARNED THE JOINT COMMISSION'S GOLD SEAL OF APPROVAL FOR TOTAL KNEE AND TOTAL HIP REPLACEMENT CERTIFICATION BY DEMONSTRATING CONTINUOUS COMPLIANCE WITH ITS PERFORMANCE STANDARDS. WEIGHT MANAGEMENT: SUMMA'S WEIGHT MANAGEMENT INSTITUTE IS DESIGNATED BY THE AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY (ASMBS) AS A MBSAQIP ACCREDITED - COMPREHENSIVE CENTER. THE MBSAQIP ACCREDITED - COMPREHENSIVE CENTER DESIGNATION IS ONLY AWARDED TO SURGICAL PROGRAMS THAT: * SUCCESSFULLY UNDERGO A RIGOROUS SITE SURVEY TO VERIFY COMPLIANCE WITH A SET OF NATIONALLY RECOGNIZED STANDARDS AND REQUIREMENTS. * DEMONSTRATE A COMPREHENSIVE COMMITMENT TO A HIGH LEVEL OF CARE. * SUBMIT INFORMATION FOR INCLUSION IN THE LARGEST REPOSITORY OF DEDICATED WEIGHT LOSS SURGERY PATIENT STATISTICAL DATA IN THE WORLD. * MEASURE AND REPORT SURGICAL OUTCOMES THAT ARE DEEMED FAVORABLE BY THE ASMBS, AN ORGANIZATION DEDICATED TO EXCELLENCE IN SURGICAL OUTCOMES. WOMEN'S SERVICES: SUMMA HEALTH SYSTEM- AKRON CAMPUS WAS NAMED TO NEWSWEEK'S 2023 LIST OF BEST MATERNITY CARE HOSPITALS. THE DISTINCTION RECOGNIZES FACILITIES THAT HAVE EXCELLED IN PROVIDING CARE TO MOTHERS, NEWBORNS AND THEIR FAMILIES. SUMMA HEALTH SYSTEM - AKRON CAMPUS HAS ACHIEVED THE HIGHLY PRESTIGIOUS INTERNATIONAL BABY-FRIENDLY DESIGNATION AFTER A RIGOROUS REVIEW PROCESS CONDUCTED BY BABY-FRIENDLY USA, THE ORGANIZATION RESPONSIBLE FOR BESTOWING THIS CERTIFICATION IN THE UNITED STATES. THIS DISTINGUISHED HONOR DEMONSTRATES THAT OUR AKRON CAMPUS IS ADHERING TO THE HIGHEST STANDARDS OF CARE FOR BREASTFEEDING MOTHERS AND THEIR BABIES.
(CONTINUED) SYSTEM: FOR THE 20TH CONSECUTIVE YEAR, SUMMA HEALTH WAS NAMED AS ONE OF THE 99 BEST WORKPLACES IN NORTHEAST OHIO, AS DETERMINED IN THE ANNUAL NORTHCOAST 99 AWARDS, SPONSORED BY THE EMPLOYERS RESOURCE COUNCIL SUMMA HEALTH SYSTEM - AKRON AND BARBERTON CAMPUSES WERE RECIPIENTS OF THE HEALTHGRADES 2023 AMERICA'S 100 BEST HOSPITALS AWARD. THIS PLACES SUMMA HEALTH AMONG THE TOP TWO PERCENT OF ALL HOSPITALS FOR CLINICAL CARE AND PATIENT OUTCOMES ACROSS TREATMENT OF THE MOST COMMON CONDITIONS AND PROCEDURES. SUMMARY ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATIONS AND STABILITY OF SUMMA HEALTH, NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PURCHASE ESSENTIAL MEDICAL SERVICES. SUMMA HEALTH PROVIDED SERVICES TO ALL PATIENTS ON A NON-DISCRIMINATORY BASIS AND WITHOUT REGARD TO ANY PATIENT'S ABILITY TO PAY FOR SUCH SERVICES OR THE INDIVIDUAL'S PARTICIPATION IN A GOVERNMENT-SPONSORED OR SUBSIDIZED HEALTHCARE SYSTEM. PATIENTS WERE ENCOURAGED TO APPLY FOR UNCOMPENSATED CARE AND, DEPENDING ON THEIR LEVEL OF INCOME AND NUMBER OF DEPENDENTS, ALL (OR A PORTION) OF THEIR BILL WAS REDUCED. GROSS ANNUAL FAMILY INCOME WAS COMPARED USING A SLIDING SCALE BASED ON THE FEDERAL POVERTY INCOME GUIDELINES TO DETERMINE THE CHARITY DISCOUNT FOR WHICH THE PATIENT MAY BE ELIGIBLE. IN 2023, SUMMA HEALTH PROVIDED CHARITY CARE TO THE INDIGENT (INCLUDING UNREIMBURSED MEDICAID) AT THE COST OF OVER $ 102 MILLION. THIS AMOUNT DOES NOT INCLUDE SERVICES PROVIDED WRITTEN OFF AS BAD DEBT. IN ADDITION TO UNCOMPENSATED MEDICAL CARE, SUMMA HEALTH PROVIDED WELLNESS PROGRAMS, COMMUNITY EDUCATION PROGRAMS AND SPECIAL PROGRAMS FOR THE ELDERLY, PERSONS WITH DISABILITIES AND THE MEDICALLY UNDERSERVED. SUMMA HEALTH ALSO OPERATED A VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIES. THESE PROGRAMS WERE OFFERED AT A REDUCED PRICE OR PROVIDED TO THE COMMUNITY FREE OF CHARGE. SUMMA HEALTH OPERATES ITS FACILITIES IN A MANNER CONSISTENT WITH THE COMMUNITY BENEFIT REQUIREMENTS OF REV. RULE 69-545 AND SUBSEQUENT CASE LAW AND IRS GUIDELINES. SUMMA HEALTH'S HOSPITALS PROVIDE EMERGENCY SERVICES WHICH ARE OPEN AND AVAILABLE TO ALL PERSONS OF THE COMMUNITY, REGARDLESS OF THEIR ABILITY TO PAY. THE BOARD OF DIRECTORS CONSISTS OF PERSONS WHO ARE BROADLY REPRESENTATIVE OF THE COMMUNITY AND MEDICAL STAFF. SUMMA HEALTH MEDICAL GROUP- PROGRAM SERVICE ACCOMPLISHMENTS: SUMMA HEALTH MEDICAL GROUP, A SUMMA HEALTH ENTITY, IS A MULTI-SPECIALTY GROUP OF PHYSICIANS, ADVANCED PRACTICE PROVIDERS AND CARE TEAMS IN MEDICAL PRACTICES LOCATED IN THE COMMUNITIES WE SERVE. IN TOTAL, SUMMA HEALTH MEDICAL GROUP EMPLOYS APPROXIMATELY 370 PHYSICIANS AND 1,400 SUPPORT STAFF IN MORE THAN 40 SPECIALTIES AND SUB-SPECIALTIES. SUMMA HEALTH MEDICAL GROUP PROMOTES STRONG AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIAN SERVICES ARE MET. AS MEMBERS OF NEWHEALTH COLLABORATIVE, A CLINICIAN-LED ACCOUNTABLE CARE ORGANIZATION, SUMMA HEALTH MEDICAL GROUP PHYSICIANS ARE LEADING THE WAY TOWARD VALUE-BASED HEALTHCARE WITH INITIATIVES SUCH AS THE PATIENT-CENTERED MEDICAL HOME (PCMH) AND MEANINGFUL USE OF HEALTH INFORMATION TECHNOLOGY. SUMMA FOUNDATION - PROGRAM SERVICE ACCOMPLISHMENTS: SUMMA FOUNDATION SUPPORTS PATIENT CARE, MEDICAL EDUCATION AND RESEARCH THROUGH PHILANTHROPY. GENEROUS CONTRIBUTIONS AVERAGE $8 MILLION A YEAR AND HELP SUMMA HEALTH FULFILL ITS MISSION TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE AND CONTRIBUTE TO A HEALTHIER COMMUNITY. SUMMA FOUNDATION LINKS COMMUNITY SUPPORTERS WITH PHILANTHROPIC PRIORITIES THAT ENHANCE THE DELIVERY OF PATIENT CARE AND EMPOWER CLINICAL EXCELLENCE ACROSS THE ENTIRE SYSTEM. GIFTS SUPPORT PHYSICIAN RESIDENCY PROGRAMS, ADVANCED CERTIFICATIONS FOR NURSES, BEHAVIORAL HEALTH PROGRAMS, GROUNDBREAKING RESEARCH, THE LATEST TECHNOLOGIES FOR DIAGNOSIS AND TREATMENT, CANCER SUPPORT SERVICES, AND HELP RECRUIT AND RETAIN THE REGION'S BEST PHYSICIANS, ASSURING PATIENTS AND FAMILIES A CONTINUUM OF QUALITY CARE FAR INTO THE FUTURE. SUMMA FOUNDATION ALSO COLLABORATES WITH SYSTEM AND CLINICAL LEADERS TO DOCUMENT THE IMPACT OF PHILANTHROPIC INVESTMENTS AND TO SHARE THAT IMPACT WITH DONORS. COMMUNITY BENEFIT AND DIVERSITY: THIS DEPARTMENT LEADS EFFORTS TO ADDRESS HEALTH DISPARITIES AND OTHER IMPORTANT COMMUNITY NEEDS AND RAISE AWARENESS OF HEALTH AND HEALTHCARE ISSUES AFFECTING THE COMMUNITIES SERVED BY SUMMA HEALTH. COMMUNITY BENEFIT AND DIVERSITY PROVIDE WELLNESS AND EDUCATIONAL TOOLS, FACILITATE ECONOMIC DEVELOPMENT PROGRAMS, DEVELOP COMMUNITY PARTNERSHIPS, COMMUNICATE SUMMA HEALTH'S BENEFIT TO THE COMMUNITY AND ENGAGE THE COMMUNITY AND ITS WORKFORCE WITHIN THE SYSTEM AND THROUGHOUT THE REGION. GOVERNMENT RELATIONS: THIS DEPARTMENT IS DEDICATED TO ELEVATING SUMMA HEALTH AS A CREDIBLE LEADER AND PARTNER IN THE HEALTH POLICY AND REGULATORY PLANNING PROCESS. THIS DEPARTMENT COLLABORATES WITH NUMEROUS DEPARTMENTS TO BEST POSITION SUMMA BUSINESS AND CLINICAL INNOVATION PRIORITIES WITH PUBLIC POLICY AND FUNDING OPPORTUNITIES.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$227,057,263TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,688,555TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$256,942,760TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,370,689,529TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee8382EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members43GoverningBodyVotingMembersCnt
Independent Voting Member35IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAWN AHNERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2348677016PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11077 GORGE BLVDAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44310ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
GARY WILLIAMS MD
DIRECTOR SF & SECRETARY4.00Yes (X)Yes (X)$0$0$0
GEORGE STRICKLER
DIRECTOR & CHAIRMAN SHS4.04.0Yes (X)Yes (X)$0$0$0
JAY WILLIAMSON MD
DIRECTOR & VICE CHAIR SHMG4.00Yes (X)Yes (X)$0$0$0
JESSICA HUDSON
SF PRESIDENT & CDO50.00Yes (X)Yes (X)$289,194$0$5,287
JULIA BIANCHI
DIRECTOR & CHAIR SF4.00Yes (X)Yes (X)$0$0$0
NICHOLAS BROWNING
DIRECTOR V.CH. SHS, DIRECTOR CH SHMG4.04.0Yes (X)Yes (X)$0$0$0
T CLIFFORD DEVENY MD
CEO SHS, DIRECTOR SHS & SF4.046.0Yes (X)Yes (X)$0$1,294,665$213,261
THOMAS KNOLL
DIRECTOR & TREASURER SF4.00Yes (X)Yes (X)$0$0$0
ALMETA COOPER
DIRECTOR2.02.0Yes (X)$0$0$0
BARBARA FACIANA
DIRECTOR SHS2.02.0Yes (X)$0$0$0
BARBARA JONES
DIRECTOR SF2.02.0Yes (X)$0$0$0
BETSY CLARK
DIRECTOR SF2.00Yes (X)$0$0$0
CHARLES PETER MD
DIRECTOR SF2.00Yes (X)$0$0$0
DANIEL BALMERT
DIRECTOR SHMG2.00Yes (X)$0$0$0
DOMINIC WRIGHT
DIRECTOR SF (BEG 06/23)2.00Yes (X)$0$0$0
EDWARD MARX
DIRECTOR2.02.0Yes (X)$0$0$0
GEORGE SCHMUTZ
DIRECTOR SF (BEG 12/23)2.00Yes (X)$0$0$0
GINGER MARCHETTA
DIRECTOR SF2.00Yes (X)$0$0$0
IRIS E HARVEY
DIRECTOR SF2.00Yes (X)$0$0$0
JASON BUTTERWORTH
DIRECTOR SF2.00Yes (X)$0$0$0
JONATHON PAVLOFF
DIRECTOR SF2.00Yes (X)$0$0$0
JULIE PASTERNAK
DIRECTOR SF (BEG 07/23)2.00Yes (X)$0$0$0
JUSTIN DUNN MD
DIRECTOR SF (BEG 10/23)2.00Yes (X)$0$0$0
KAREN BUDD PHD RN
DIRECTOR SF2.00Yes (X)$0$0$0
KATHLEEN GEIER
DIRECTOR2.02.0Yes (X)$0$0$0
KAY FRANKS
DIRECTOR SF2.00Yes (X)$0$0$0
LEIGH GERSTENBERGER
DIRECTOR (BEG 01/23)2.02.0Yes (X)$0$0$0
LYNN HAMRICH MD
DIRECTOR SHS, CLINICAL PHYSICIAN52.02.0Yes (X)$299,863$0$35,447
MARGARET LEE
DIRECTOR SF2.00Yes (X)$0$0$0
MARY ANN JACKSON
DIRECTOR SF2.00Yes (X)$0$0$0
NANCY BRENNAN
DIRECTOR SF (BEG 06/23)2.00Yes (X)$0$0$0
NAOMI GANOE
DIRECTOR SF (BEG 12/23)2.00Yes (X)$0$0$0
ORRY JACOBS
DIRECTOR SHS & SHMG2.02.0Yes (X)$0$0$0
PATRICIA WARTKO
DIRECTOR SF2.00Yes (X)$0$0$0
PATRICK O'NEILL
DIRECTOR SF2.00Yes (X)$0$0$0
PAUL TESTA
DIRECTOR SF2.00Yes (X)$0$0$0
PETER BITTENBENDER MD
DIRECTOR SHS & SHMG, CLINICAL PHYSICIAN52.02.0Yes (X)$714,688$0$32,902
RAMONA HOOD
DIRECTOR SHS2.02.0Yes (X)$0$0$0
RANDY LANGENDERFER
DIRECTOR (BEG 01/23)2.02.0Yes (X)$0$0$0
STEVE COX
DIRECTOR SF2.00Yes (X)$0$0$0
STEVEN GORSUCH MD
DIRECTOR (BEG 01/23)2.02.0Yes (X)$0$0$0
WILLIAM BAUMAN MD
DIRECTOR SF, CLINICAL PHYSICIAN52.00Yes (X)$301,709$0$21,104
DAWN AHNER
SVP CFO, TR. SHS & SHMG, SF4.046.0Yes (X)$0$599,001$103,809
ROBERT A GERBERRY
GEN. COUNSEL/SEC. SHS/SHMG4.046.0Yes (X)$0$535,645$86,028
VIVEK BHALLA MD
PRESIDENT SUMMA HEALTH MED.GR.50.00Yes (X)$463,970$0$93,448
BENJAMIN P SUTTON
EVP COO - PROVIDER OPS. PRESIDENT SHS4.046.0$0$807,150$125,164Yes (X)
BONNIE PANLASIGUI
SHS PRESIDENT (BEG. 07/23)50.00$293,763$0$13,561Yes (X)
KATHLEEN BLAKE
SVP, PRESIDENT POST ACUTE/HOME2.050.0$0$361,653$73,257Yes (X)
PENELOPE GORSUCH DNPRNNEA-BC
SVP & CHF. NURSING EXEC.50.02.0$0$471,044$61,154Yes (X)
BRADLEY INKROTT MD
CLINICAL PHYSICIAN - SHMG50.00$1,913,834$0$38,447Yes (X)
DANE DONICH MD
CLINICAL PHYSICIAN - SHMG50.00$1,809,301$0$23,016Yes (X)
MATTHEW JAYKEL MD
CLINICAL PHYSICIAN - SHMG50.00$1,600,853$0$33,102Yes (X)
PAUL HARTZFELD MD
CLINICAL PHYSICIAN - SHMG50.00$1,543,120$0$31,778Yes (X)
RYAN COMBS MD
CLINICAL PHYSICIAN - SHMG50.00$1,323,867$0$32,577Yes (X)
DAVID CUSTODIO MD
Former PRESIDENT, SHS (END 11/22)0.00$455,768$0$26,662Yes (X)
MICHAEL HUGHES MD
Former PRESIDENT SUMMA BARBERTON (END 11/22)0.00$391,985$0$22,448Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$11,401,915TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$4,069,158TotReportableCompRltdOrgAmt
Total Other Compensation$1,072,452TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K932IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$3,684,857GovernmentGrantsAmt
All Other Contributions$5,935,837AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$9,620,694TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
PATIENT SVCS LESS BD620000$1,240,912,580$1,240,912,580
PHARMACY REVENUE450000$182,282,216$182,282,216
SHMG PRACTICE SUPPORT620000$78,353,115$78,353,115
PROGRAM RELATED INVEST620000$7,806,128$7,436,236$369,892
LAB REVENUE620000$1,369,412$1,369,412

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,509,729TotalRevenueColumnAmt
Related Or Exempt Func Income$5,509,729RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,516,233,180TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,225TotalRevenueColumnAmt
Exclusion$34,225ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,122,861RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$964,754RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,158,107RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,158,107TotalRevenueColumnAmt
Exclusion$1,158,107ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$247,625SecuritiesAmt
Other$1,562,893OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$1,032,393OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$247,625SecuritiesAmt
Other$530,500OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$778,125TotalRevenueColumnAmt
Exclusion$778,125ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
CAFETERIA SALES722511$6,890,554$6,890,554
CPC PLUS PROGRAM812930$3,669,680$3,669,680
WELLNESS INSTITUTE621990$2,692,692$2,248,350$444,342

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,833,311TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$6,833,311ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$20,086,237OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,547,910,568TotalRevenueColumnAmt
Related Or Exempt Func Income$1,514,493,876RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,183,646UnrelatedBusinessRevenueAmt
Exclusion$21,612,352ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,688,555TotalAmt
Program Services$1,688,555ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,564,936TotalAmt
Program Services$2,107,095ProgramServicesAmt
Management And General$457,841ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$978,878TotalAmt
Program Services$804,148ProgramServicesAmt
Management And General$174,730ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$539,782,362TotalAmt
Program Services$441,961,823ProgramServicesAmt
Management And General$96,031,874ManagementAndGeneralAmt
Fundraising$1,788,665FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,054,934TotalAmt
Program Services$3,319,970ProgramServicesAmt
Management And General$721,381ManagementAndGeneralAmt
Fundraising$13,583FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$62,898,152TotalAmt
Program Services$51,496,839ProgramServicesAmt
Management And General$11,189,514ManagementAndGeneralAmt
Fundraising$211,799FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$33,996,535TotalAmt
Program Services$27,828,570ProgramServicesAmt
Management And General$6,046,744ManagementAndGeneralAmt
Fundraising$121,221FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$2,762,608TotalAmt
Program Services$2,269,482ProgramServicesAmt
Management And General$493,126ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$35TotalAmt
Management And General$35ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$298,302TotalAmt
Management And General$298,302ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$7,673TotalAmt
Management And General$7,673ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$148,022,637TotalAmt
Program Services$116,473,444ProgramServicesAmt
Management And General$31,543,052ManagementAndGeneralAmt
Fundraising$6,141FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$73,698TotalAmt
Program Services$57,666ProgramServicesAmt
Management And General$12,530ManagementAndGeneralAmt
Fundraising$3,502FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,557,960TotalAmt
Program Services$6,978,155ProgramServicesAmt
Management And General$1,516,251ManagementAndGeneralAmt
Fundraising$63,554FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,465,216TotalAmt
Program Services$1,129,187ProgramServicesAmt
Management And General$245,356ManagementAndGeneralAmt
Fundraising$90,673FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$17,438,278TotalAmt
Program Services$14,325,545ProgramServicesAmt
Management And General$3,112,733ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$231,236TotalAmt
Program Services$186,527ProgramServicesAmt
Management And General$40,530ManagementAndGeneralAmt
Fundraising$4,179FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,217,943TotalAmt
Program Services$989,482ProgramServicesAmt
Management And General$215,000ManagementAndGeneralAmt
Fundraising$13,461FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$35,466,986TotalAmt
Program Services$29,136,129ProgramServicesAmt
Management And General$6,330,857ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$49,860,889TotalAmt
Program Services$40,960,720ProgramServicesAmt
Management And General$8,900,169ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,124,285TotalAmt
Program Services$9,960,100ProgramServicesAmt
Management And General$2,164,185ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES$386,285,772$386,279,844$5,928
MANAGEMENT FEES$175,351,210$144,051,019$31,300,191
SHMG PRACTICE SUPPORT$78,565,402$64,541,478$14,023,924
TAXES AND FRANCHISE FEE$29,950,011$24,603,934$5,346,077

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$398,587TotalAmt
Program Services-$460,183ProgramServicesAmt
Management And General-$99,991ManagementAndGeneralAmt
Fundraising$161,587FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,593,245,906TotalAmt
Program Services$1,370,689,529ProgramServicesAmt
Management And General$220,072,084ManagementAndGeneralAmt
Fundraising$2,484,293FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$47,927BOYAmt
EOY$99,871EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,765,793BOYAmt
EOY$5,214,728EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$207,184,525BOYAmt
EOY$223,651,190EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$456,936BOYAmt
EOY$477,293EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$28,091,686BOYAmt
EOY$29,867,152EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,145,569BOYAmt
EOY$18,847,630EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,419,713,457LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$723,557,635LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$709,946,988BOYAmt
EOY$696,155,822EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$11,965,868BOYAmt
EOY$11,493,194EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$2,228,740BOYAmt
EOY$2,228,740EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$836,022,029BOYAmt
EOY$837,581,325EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,810,856,061BOYAmt
EOY$1,825,616,945EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$75,337,102BOYAmt
EOY$69,215,568EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,219,340BOYAmt
EOY$2,838,994EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$558,377,765BOYAmt
EOY$545,779,834EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$675,480,629BOYAmt
EOY$693,189,102EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,310,414,836BOYAmt
EOY$1,311,023,498EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$500,261,126BOYAmt
EOY$514,413,348EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$180,099BOYAmt
EOY$180,099EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$500,441,225BOYAmt
EOY$514,593,447EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,810,856,061BOYAmt
EOY$1,825,616,945EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$45,335,338ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,351,925NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$58,135,635OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SUMMA HEALTH SYSTEMBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN340714755EIN
Organization Type3OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$16,292,512CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,562,518CurrentTaxYearMinus1YearAmt
Current Tax Year$5,935,837CurrentTaxYearAmt
Total$33,790,867TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,292,512CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,562,518CurrentTaxYearMinus1YearAmt
Current Tax Year$5,935,837CurrentTaxYearAmt
Total$33,790,867TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$12,090,830SubstantialContributorsTotAmt
Public Support Total170$21,700,037PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$33,790,867TotalSupportAmt
Gross Receipts Rltd Activities$0GrossReceiptsRltdActivitiesAmt
Public Support CY1700.6422PublicSupportCY170Pct
Public Support PY1700.5498PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (true)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (true)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (true)SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Activities TestYes (X)ActivitiesTestInd
Activities Further Exempt PrpsYes (true)ActivitiesFurtherExemptPrpsInd
Activities Engaged Org InvlmntYes (true)ActivitiesEngagedOrgInvlmntInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part I LINE 3, 7, 12SUMMA HEALTH SYSTEM, EIN 34-0714755, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS AS A HOSPITAL ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(III). SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP (SHMG), EIN 34-1790929, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS SECTION 509(A)(3) TYPE III FUNCTIONALLY INTEGRATED AND MUST COMPLETE SCHEDULE A, PART IV, SECTIONS A, D, AND E. THE NUMBER OF SUPPORTING ORGANIZATIONS FOR LINE 12F IS 1. THE SUPPORTED ORGANIZATION FOR LINE 12G IS SUMMA HEALTH SYSTEM, EIN 34-0714755, WHOSE ORGANIZATION TYPE DESCRIBED ON LINES 1-10 IS 3, AND WHICH IS LISTED IN THE SHMG ORGANIZING DOCUMENTS. LISTING ZERO IN SUPPORT FOR LINE 12G COLUMN (V) AND (VI). SUMMA FOUNDATION, EIN 34-1219001, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC DESCRIBED IN SECTION 170(B)(1)(A)(VI) AND MUST COMPLETE SCHEDULE A PART II. PURSUANT TO THE INSTRUCTIONS FOR GROUP FILINGS, THE ABOVE LISTED ORGANIZATIONS HAVE SEPARATELY DOCUMENTED THEIR COMPLIANCE REQUIREMENTS ON SCHEDULE A, PART VI, SUPPLEMENTAL INFORMATION.
Schedule A, Part II Public SupportSCHEDULE A PUBLIC SUPPORT SCHEDULE IS BEING PREPARED FOR SUMMA FOUNDATION, EIN 34-1219001. SUMMA FOUNDATION IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC DESCRIBED IN SECTION 170(B)(1)(A)(VI) AND MUST COMPLETE SCHEDULE A PART II.
Schedule A, Part IV, Section A, Line 1 Schedule A, Part IV, Sections A, D, and ESHMG, EIN 34-1790929, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS SECTION 509(A)(3) TYPE III FUNCTIONALLY INTEGRATED AND MUST COMPLETE SCHEDULE A, PART IV, SECTIONS A, D, AND E. THE ANSWERS PROVIDED ON SCHEDULE A, PART VI, SECTIONS A, D, AND E ARE PROVIDED FOR SHMG.
Schedule A, Part IV, Section A, Line 1THE ANSWER FOR LINE 1 IS YES. SUPPORTED ORGANIZATIONS LISTED BY NAME: SHMG, EIN 34-1790929, WAS THE SUPPORTING ORGANIZATION TO THE FOLLOWING SUPPORTED ORGANIZATION SUMMA HEALTH SYSTEM, INC. EIN 34-0714755. SUMMA HEALTH SYSTEM IS DESIGNATED AS A SUPPORTED ORGANIZATION BY NAME IN THE ARTICLES OF INCORPORATION OF SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP. AN HISTORIC AND CONTINUING RELATIONSHIP OF SUPPORT EXISTS BETWEEN SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP, AND SUMMA HEALTH SYSTEM, THE SUPPORTED HOSPITAL LISTED ON PART I LINE 12G. SECTIONS A, D AND E ARE PROVIDED FOR SHMG.
Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment PoliciesSUMMA HEALTH HAS A SIGNIFICANT VOICE IN SHMG'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF SHMG'S INCOME OR ASSETS AT ALL TIME DURING THE TAX YEAR THROUGH COMMON BOARD MEMBERSHIP AND THROUGH COMMON CONTROL PROVIDED BY SUMMA HEALTH. THE PARENT ORGANIZATION OF SUMMA HEALTH SYSTEM, THE SUPPORT ORGANIZATION.
Schedule A, Part IV, Section E, Line 2a Org. Activities Directly Further The Exempt PurposesORGANIZATION ACTIVITIES DIRECTLY FURTHER THE EXEMPT PURPOSES: SHMG PROMOTES THE STRONGER AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE THE SUPPORTED HOSPITALS LISTED IN PART I LINE 12G MEET COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIAN SERVICES, AND ALSO DEVELOPS PHYSICIAN COVERAGE IN NEW MARKETS. SHMG DIRECTORS AND OFFICERS SERVE AS DIRECTORS AND OFFICERS ON THE BOARDS OF THE SUPPORTED ORGANIZATIONS, ENSURING RESPONSIVENESS. SHMG'S PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE HOSPITAL-BASED PRACTICES, MISSION-BASED PRACTICES, AND STRATEGIC-BASED PRACTICES, ALL BASED EXCLUSIVELY IN THE IDENTIFIED SUPPORTED HOSPITAL AND CONSTITUTING SUBSTANTIALLY ALL OF SHMG'S ACTIVITIES.
Schedule A, Part IV, Section E, Line 2b Activities That One Or More Supp. Org. Engaged InACTIVITIES THAT ONE OR MORE SUPPORTED ORGANIZATIONS ENGAGED IN: BUT FOR SHMG'S WORK TO ENSURE A STRONG AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE THE SUPPORTED HOSPITAL LISTED IN PART I LINE 12G MEETS COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIAN SERVICES, THE IMPORTANT RELATIONSHIPS BETWEEN THE SUPPORTED HOSPITAL AND ITS PHYSICIANS WOULD HAVE TO BE MANAGED BY THE HOSPITAL.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$7,673OtherActivitiesAmt
Total Lobbying Expenditures$7,673TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationTHE AMOUNT ON LINE 1(I) REPRESENTS THE PORTION OF ANNUAL DUES TO THE OHIO HOSPITAL ASSOCIATION ALLOCABLE TO LOBBYING ACTIVITIES.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,058,724BeginningYearBalanceAmt
Contributions$135,091ContributionsAmt
Investment Earnings Or Losses$999,716InvestmentEarningsOrLossesAmt
End Year Balance$29,193,531EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,263,036BeginningYearBalanceAmt
Contributions$870,744ContributionsAmt
Investment Earnings Or Losses-$2,075,056InvestmentEarningsOrLossesAmt
End Year Balance$28,058,724EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,566,543BeginningYearBalanceAmt
Contributions$923,605ContributionsAmt
Investment Earnings Or Losses$772,888InvestmentEarningsOrLossesAmt
End Year Balance$29,263,036EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,418,953BeginningYearBalanceAmt
Contributions$359,489ContributionsAmt
Investment Earnings Or Losses$788,101InvestmentEarningsOrLossesAmt
End Year Balance$27,566,543EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,923,498BeginningYearBalanceAmt
Contributions$3,075,711ContributionsAmt
Investment Earnings Or Losses$1,419,744InvestmentEarningsOrLossesAmt
End Year Balance$26,418,953EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.0PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$46,004,247OtherCostOrOtherBasisAmt
Book Value$46,004,247BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$893,562,685OtherCostOrOtherBasisAmt
Depreciation$405,956,729DepreciationAmt
Book Value$487,605,956BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,771,840OtherCostOrOtherBasisAmt
Depreciation$6,209,521DepreciationAmt
Book Value$12,562,319BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$408,928,703OtherCostOrOtherBasisAmt
Depreciation$283,636,148DepreciationAmt
Book Value$125,292,555BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$52,445,982OtherCostOrOtherBasisAmt
Depreciation$27,755,237DepreciationAmt
Book Value$24,690,745BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$696,155,822TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (8 entries)

DescDescBook ValueBookValueAmt
NON-PERF ASSET AIR RIGHTS$491,870
TAXES RECEIVABLE$426,671
OTHER ACCOUNTS RECEIVABLE$68,571
BENEFICIAL INTEREST IN PROPERTY$3,372,095
DUE FROM RELATED ORGANIZATIONS$809,466,417
RIGHT OF USE ASSETS$15,753,157
OTHER ACCOUNTS RECEIVABLE UPL NET OF ALLOWANCE$4,870,130
PREPAID PENSION ASSET$3,132,414
FieldValueIRS element (for citing)
Total Book Value Other Assets$837,581,325TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDescAmtAmt
CAPITAL LEASE OBLIGATIONS$26,679,046
ASSET RETIREMENT OBLIGATION$2,973,224
INTEREST RATE SWAP$1,571,849
POST RETIREMENT BENEFITS$313,738
CONTINGENT LIABILITIES$490,083
MALPRACTICE LIABILITY$15,562,000
UNSECURED PAYABLES$332,059,006
PURCHASE OPTION LIABILITY$4,680,805
RIGHT OF USE LEASE OBLIGATION$9,331,732
2021 BONDS$299,527,619
FieldValueIRS element (for citing)
Total Liability$693,189,102TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsENDOWMENT FUNDS PROVIDE INCOME TO BE USED TO FULFILL THE TAX-EXEMPT PURPOSES OF SUMMA FOUNDATION.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteSUMMA AND MOST OF ITS SUBSIDIARIES ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. SUMMA ALSO HAS CERTAIN SUBSIDIARIES THAT ARE TAXABLE FOR FEDERAL INCOME TAX PURPOSES. SC, TOGETHER WITH AFFILIATES OF SHSC, FILES A CONSOLIDATED FEDERAL INCOME TAX RETURN IN ACCORDANCE WITH A TAX-SHARING AGREEMENT DATED JANUARY 1, 2010. THE ENTITIES UTILIZE A CONSOLIDATED APPROACH TO THE ALLOCATION OF FEDERAL INCOME TAXES, WHEREAS SHSC'S TAX-SHARING AGREEMENT WITH ITS SUBSIDIARIES ALLOWS IT TO MAKE CERTAIN CODE ELECTIONS IN ITS CONSOLIDATED FEDERAL TAX RETURN. IN THE EVENT SUCH CODE ELECTIONS ARE MADE, ANY BENEFIT OR LIABILITY IS THE RESPONSIBILITY OF SHSC AND IS ACCRUED AND PAID BY THE PARTICIPATING SUBSIDIARIES. SC IS NOT SUBJECT TO STATE INCOME TAXES AS IT IS LICENSED AS A HEALTH INSURANCE COMPANY UNDER CHAPTER 1751 OF THE OHIO REVISED CODE. DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR THE FUTURE TAX CONSEQUENCES ATTRIBUTABLE TO DIFFERENCES BETWEEN THE FINANCIAL STATEMENT CARRYING AMOUNTS OF EXISTING ASSETS AND LIABILITIES AND THE RESPECTIVE TAX BASIS AND OPERATING LOSS AND TAX CREDIT CARRYFORWARDS. DEFERRED TAX ASSETS AND LIABILITIES ARE MEASURED USING ENACTED TAX RATES EXPECTED TO APPLY TO TAXABLE INCOME IN THE YEARS IN WHICH THOSE TEMPORARY DIFFERENCES ARE EXPECTED TO BE RECOVERED OR SETTLED. THE EFFECT ON DEFERRED TAX ASSETS AND LIABILITIES OF A CHANGE IN TAX RATES IS RECOGNIZED IN INCOME IN THE PERIOD THAT INCLUDES THE ENACTMENT DATE. SUMMA RECOGNIZES INTEREST INCOME, INTEREST EXPENSE, AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS WITHIN THE PROVISION FOR INCOME TAX.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegionTxt
Offices1OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedProgram ServicesTypeOfActivitiesConductedTxt
Specific Services ProvidedSelf InsuranceSpecificServicesProvidedTxt
Region Total Expenditures$14,858,388RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$14,858,388SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$14,858,388TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsFormAndLineReferenceDesc
ExplanationCENTRAL AMERICA AND THE CARIBBEAN-AccrualExplanationTxt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other250FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (true)ExpensesExceedBudgetInd
Unable To Provide CarefalseUnableToProvideCareInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$63,195,412TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$52,444,236DirectOffsettingRevenueAmt
Net Community Benefit Expns$10,751,176NetCommunityBenefitExpnsAmt
Total Expense0.0067TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$239,044,572TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$147,602,794DirectOffsettingRevenueAmt
Net Community Benefit Expns$91,441,778NetCommunityBenefitExpnsAmt
Total Expense0.0569TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$302,239,984TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$200,047,030DirectOffsettingRevenueAmt
Net Community Benefit Expns$102,192,954NetCommunityBenefitExpnsAmt
Total Expense0.0636TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$16,338,593TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$16,338,593NetCommunityBenefitExpnsAmt
Total Expense0.0102TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$45,076,352TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$15,483,307DirectOffsettingRevenueAmt
Net Community Benefit Expns$29,593,045NetCommunityBenefitExpnsAmt
Total Expense0.0184TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$43,823,125TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$43,823,125NetCommunityBenefitExpnsAmt
Total Expense0.0273TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$9,056,855TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$730,457DirectOffsettingRevenueAmt
Net Community Benefit Expns$8,326,398NetCommunityBenefitExpnsAmt
Total Expense0.0052TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,432,476TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,432,476NetCommunityBenefitExpnsAmt
Total Expense0.0015TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$116,727,401TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$16,213,764DirectOffsettingRevenueAmt
Net Community Benefit Expns$100,513,637NetCommunityBenefitExpnsAmt
Total Expense0.0626TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$418,967,385TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$216,260,794DirectOffsettingRevenueAmt
Net Community Benefit Expns$202,706,591NetCommunityBenefitExpnsAmt
Total Expense0.1262TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Economic Development EconomicDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$83,648TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$83,648NetCommunityBenefitExpnsAmt
Total Expense0.0001TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$16,656TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$16,656NetCommunityBenefitExpnsAmt
Total Expense0.0000TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$100,304TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$100,304NetCommunityBenefitExpnsAmt
Total Expense0.0001TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$13,739,000BadDebtExpenseAmt
Reimbursed By Medicare$127,522,787ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$165,645,469CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$38,122,682MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp

Entity Name EntityName

FieldValueIRS element (for citing)
Business Name Line11 DIGESTIVE HEALTH CENTER LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesDIGESTIVE DISEASEPrimaryActivitiesTxt
Org Profit Or Ownership0.1019OrgProfitOrOwnershipPct
Ofcr Etc Profit Or Ownership0.0OfcrEtcProfitOrOwnershipPct
Physicians Profit Or Ownership0.44PhysiciansProfitOrOwnershipPct
FieldValueIRS element (for citing)
Hospital Facilities2HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (2 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdWebsite AddressWebsiteAddressTxtState LicenseStateLicenseNumLicensed HospitalLicensedHospitalIndGeneral Medical And SurgicalGeneralMedicalAndSurgicalIndTeaching HospitalTeachingHospitalIndResearch FacilityResearchFacilityIndEmergency Room24 HrsEmergencyRoom24HrsIndOtherOtherDesc
SUMMA HEALTH SYSTEM
1141 N FORGE STAKRONOH44304WWW.SUMMAHEALTH.ORG1275Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)
SUMMA REHAB HOSPITAL LLC
229 NORTH ADAMS STREETAKRONOH44304WWW.SUMMAREHABHOSPITAL.COM1503Yes (X)Yes (X)REHABILITATION

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (2 entries)

FacilityFacilityNumFirst Licensed CY Or PYFirstLicensedCYOrPYIndTax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYIndCHNA ConductedCHNAConductedIndCommunity DefinitionCommunityDefinitionIndCommunity DemographicsCommunityDemographicsIndExisting ResourcesExistingResourcesIndHow Data ObtainedHowDataObtainedIndCommunity Health NeedsCommunityHealthNeedsIndOther Health IssuesOtherHealthIssuesIndCommunity Hlth Needs Id ProcessCommunityHlthNeedsIdProcessIndConsulting ProcessConsultingProcessIndPrior CHNA ImpactPriorCHNAImpactIndCHNA ConductedCHNAConductedYrTake Into Account Others InputTakeIntoAccountOthersInputIndCHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsIndCHNA Conducted With Non FcltsCHNAConductedWithNonFcltsIndCHNA Report Widely AvailableCHNAReportWidelyAvailableIndRpt Available On Own WebsiteRptAvailableOnOwnWebsiteIndOwn Website URLOwnWebsiteURLTxtPaper Copy Public InspectionPaperCopyPublicInspectionIndImplementation Strategy AdoptImplementationStrategyAdoptIndImplementation Strategy AdptImplementationStrategyAdptYrStrategy Posted WebsiteStrategyPostedWebsiteIndStrategy Website URLStrategyWebsiteURLTxtOrganization Incur Excise TaxOrganizationIncurExciseTaxIndElig Criteria ExplainedEligCriteriaExplainedIndFPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntIndFPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePctFPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePctMedical Indigency CriteriaMedicalIndigencyCriteriaIndInsurance Status CriteriaInsuranceStatusCriteriaIndUnderinsurance Stat CriteriaUnderinsuranceStatCriteriaIndResidency CriteriaResidencyCriteriaIndExplained BasisExplainedBasisIndApp Financial Asst ExplnAppFinancialAsstExplnIndDescribed InfoDescribedInfoIndDescribed Suprt DocDescribedSuprtDocIndProvided Hospital ContactProvidedHospitalContactIndIncludes Publicity MeasuresIncludesPublicityMeasuresIndFAP Available On WebsiteFAPAvailableOnWebsiteIndFAP Available On Website URLFAPAvailableOnWebsiteURLTxtFAP App Available On WebsiteFAPAppAvailableOnWebsiteIndFAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxtFAP Summary On WebsiteFAPSummaryOnWebsiteIndFAP Summary On Website URLFAPSummaryOnWebsiteURLTxtFAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeIndFAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgIndFAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgIndNotified FAP Copy Bill DisplayNotifiedFAPCopyBillDisplayIndCommuntity Notified FAPCommuntityNotifiedFAPIndFAP TranslatedFAPTranslatedIndFAP Actions On NonpaymentFAPActionsOnNonpaymentIndPermit No ActionsPermitNoActionsIndCollection ActivitiesCollectionActivitiesIndProvided Written NoticeProvidedWrittenNoticeIndMade Effort Orally NotifyMadeEffortOrallyNotifyIndProcessed FAP ApplicationProcessedFAPApplicationIndMade Presumptive Elig DetermMadePresumptiveEligDetermIndNondis Emergency Care PolicyNondisEmergencyCarePolicyIndLook Back MedicareLookBackMedicareIndAmounts Generally BilledAmountsGenerallyBilledIndGross ChargesGrossChargesIndNo Emergency CareNoEmergencyCareInd
SUMMA HEALTH SYSTEM
1falsefalseYes (true)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)22Yes (true)Yes (true)Yes (true)Yes (true)Yes (X)HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESYes (X)Yes (true)23Yes (true)HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESfalseYes (true)Yes (X)250.0400.0Yes (X)Yes (X)Yes (X)Yes (X)Yes (true)Yes (true)Yes (X)Yes (X)Yes (X)Yes (true)Yes (X)https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistanceYes (X)https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistanceYes (X)https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistanceYes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (true)Yes (X)falseYes (X)Yes (X)Yes (X)Yes (X)Yes (true)Yes (X)falsefalse
SUMMA REHAB HOSPITAL LLC
1falsefalseYes (true)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)22Yes (true)Yes (true)Yes (true)Yes (true)Yes (X)HTTPS://SUMMAREHABHOSPITAL.COM/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-2022/Yes (X)Yes (true)23Yes (true)HTTPS://SUMMAREHABHOSPITAL.COM/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-2022/falseYes (true)Yes (X)250.0400.0Yes (X)Yes (X)Yes (X)Yes (X)Yes (true)Yes (true)Yes (X)Yes (X)Yes (X)Yes (true)Yes (X)https://summarehabhospital.com/financial-assistance/Yes (X)https://summarehabhospital.com/financial-assistance/Yes (X)https://summarehabhospital.com/financial-assistance/Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (true)Yes (X)falseYes (X)Yes (X)Yes (X)falseYes (X)falsefalseYes (X)

Supplemental Information SupplementalInformationGrp (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part V, Section B, Line 5 Facility , 1Facility , 1 - SUMMA HEALTH SYSTEM. IN 2022 SUMMA HEALTH PARTNERED WITH SUMMIT COUNTY PUBLIC HEALTH (SCPH) AND THE SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT (SCCHI) TO CONDUCT THE 2022 CHNA. DURING THE PROCESS, OVER 250 INDICATORS WERE REVIEWED, AND COMMUNITY LEADERS AND RESIDENTS WERE CONSULTED. THE 2022 CHNA WAS COMPLETED USING THE NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS (NACCHO) MODIFIED-MOBILIZING ACTION THROUGH PARTNERSHIP AND PLANNING (MAPP) PROCESS. THIS PROCESS WAS FACILITATED BY SCPH AND CONDUCTED WITH THE SCCHI. SCCHI IS A 40+ MEMBER COLLABORATIVE WITH THE MISSION OF IDENTIFYING KEY HEALTH PRIORITIES IN SUMMIT COUNTY AND COORDINATING ACTION TO IMPROVE POPULATION HEALTH AND PROMOTE HEALTH EQUITY FOR ALL. THESE COMMUNITY LEADERS PROVIDE A PERSPECTIVE ON THE BROAD INTERESTS OF THE GROUPS SERVED BY THE HOSPITAL FACILITY, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME PERSONS, MINORITY GROUPS. SCPH EPIDEMIOLOGY GATHERED DATA FROM A VARIETY OF SOURCES INCLUDING COUNTY HEALTH RANKINGS, AMERICAN COMMUNITY SURVEY, AND COMMUNITY HEALTH STATUS INDICATORS. SCPH ALSO UTILIZED THE 2018 YOUTH RISK BEHAVIORAL SURVEY, THE OHIO DEPARTMENTS OF HEALTH BIRTH AND DEATH DATA, AND EPICENTER. QUALITATIVE DATA COLLECTED THROUGH SURVEYS, FOCUS GROUPS AND COMMUNITY MEETINGS WERE ALSO UTILIZED TO GATHER INFORMATION ABOUT HOW SUMMIT COUNTY LEADERS AND RESIDENTS EXPERIENCE THE HEALTH OUTCOMES AND COMMUNITY CONDITIONS THAT AFFECT QUALITY OF LIFE. THIS INFORMATION CAN PROVIDE ADDITIONAL CONTEXT TO QUANTITATIVE DATA AND HEALTH TO STRATEGICALLY INFORM IMPROVEMENTS. SCCHI AND SCPH ALSO COMPLETED TWO QUALITATIVE MAPP ASSESSMENTS: COMMUNITY THEMES, STRENGTHS, AND THE FORCES OF CHANGE. FOCUS GROUPS AND SURVEYS WERE CONDUCTED AND DISTRIBUTED THROUGHOUT THE COMMUNITY IN 2022 TO IDENTIFY BARRIERS AND OPPORTUNITIES THROUGH THE LENS OF THE COMMUNITY MEMBER. LEADERS FROM THE FOLLOWING COMMUNITY ORGANIZATIONS WERE CONSULTED DURING THIS CHNA: AETNA AKRON AREA YMCA AKRON CANTON REGIONAL FOODBANK AKRON CHILDREN'S HOSPITAL AKRON COMMUNITY FOUNDATION AKRON METROPOLITAN AREA TRANSPORTATION STUDY AKRON METROPOLITAN HOUSING AUTHORITY AKRON PUBLIC SCHOOLS AKRON REGION INTERPROFESSIONAL AREA HEALTH EDUCATION CENTER AKRON SUMMIT COMMUNITY ACTION, INC AKRON SUMMIT COUNTY PUBLIC LIBRARY AKRON ZOO ALZHEIMER'S ASSOCIATION SUMMA HEALTH GROUP RETURN 90-0640432 AMERICAN CANCER SOCIETY AMERICAN HEART ASSOCIATION ASIAN SERVICES IN ACTION, INC AXESSPOINTE COMMUNITY HEALTH CENTER BABY 1ST NETWORK BLACK HEALTH COALITION CHC ADDICTION CHILD GUIDANCE AND FAMILY SOLUTIONS CITY OF AKRON CITY OF TALLMADGE CHOICES CLEVELAND CLINIC AKRON GENERAL COMMUNITY LEGAL AID COUNTY OF SUMMIT COUNTY OF SUMMIT ALCOHOL DRUG ADDICTION AND MENTAL HEALTH SERVICES BOARD FAIR HOUSING AKRON GREATER AKRON CHAMBER OF COMMERCE GREEN LEAF CENTER HOPE HEALING HAVEN OF REST MINISTRIES HUMILITY OF MARY HOUSING PROGRAM INFOLINE, INC INTERNATIONAL INSTITUTE OF AKRON LET'S GROW AKRON LOVE AKRONMATURE SERVICES MHA ADVOCACY MUSTARD SEED MARKET AND CAF NORTHEAST OHIO MEDICAL UNIVERSITY OHIO GUIDESTONE OPEN M MINISTRIES PLANNED PARENTHOOD OF GREATER OHIO PROJECT LEARN OF SUMMIT COUNTY SIDS OHIO STARK STATE UNIVERSITY SUMMIT COUNTY DD BOARD SUMMIT COUNTY PUBLIC HEALTH SUMMIT EDUCATION INITIATIVE SUMMIT METRO PARKS THE BLICK CENTER UHCAN OHIO UNITED WAY OF SUMMIT COUNTY UNIVERSITY OF AKRON ADDITIONAL DETAIL CAN BE FOUND ON THE SUMMA HEALTH WEBSITE AT HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFITAND- DIVERSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2022
Schedule H, Part V, Section B, Line 6a Facility , 1Facility , 1 - SUMMA HEALTH SYSTEM. SUMMA HEALTH CONDUCTED THE CHNA ON BEHALF OF EACH OF ITS HOSPITAL FACILITIES LISTED IN PART V, SECTION A, WHICH ARE, SUMMA HEALTH SYSTEM AND SUMMA REHAB HOSPITAL, LLC
Schedule H, Part V, Section B, Line 6b Facility , 1Facility , 1 - SUMMA HEALTH SYSTEM. SUMMIT COUNTY PUBLIC HEALTH SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT
Schedule H, Part V, Section B, Line 11 Facility , 1Facility , 1 - SUMMA HEALTH SYSTEM. IN 2022 SUMMA HEALTH PARTNERED WITH SUMMIT COUNTY PUBLIC HEALTH (SCPH) AND THE SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT (SCCHI) TO CONDUCT THE 2022 CHNA THAT WAS APPROVED BY THE SUMMA HEALTH BOARD OF DIRECTORS ON OCTOBER 27, 2022. DURING THIS PROCESS OVER 200 INDICATORS WERE REVIEWED, COMMUNITY LEADERS AND RESIDENTS WERE CONSULTED, AND SIGNIFICANT HEALTH NEEDS WERE IDENTIFIED USING THE MAPP PROCESS. IN COLLABORATION WITH SUMMA'S INTERNAL LEADERSHIP AND DEPARTMENTS, ASSISTANCE FROM MEMBERS OF THE SUMMA CEC AND MANY EXTERNAL PARTNERS, SUMMA'S PRIORITIZATION PROCESS INCLUDED REVIEW OF THE DATA FINDINGS, BURDEN SCOPE AND URGENCY OF THE HEALTH NEED, THE FEASIBILITY OF INTERVENING, THE HOSPITAL'S STRATEGIC PRIORITIES, FINANCIAL AND HUMAN RESOURCES, PARTER ACTIVITY, AND THE LOCAL AND STATE HEALTH IMPROVEMENT PLANS. THE OUTCOME OF THE 2022 CHNA EFFORTS AS DETERMINED BY CAREFUL ANALYSIS OF BOTH THE EPIDEMIOLOGICAL AND QUALITATIVE DATA, YIELDED THE FOLLOWING PRIORITIES: ACCESS AND BARRIERS TO HEALTH CARE, CHRONIC DISEASE PREVENTION AND MANAGEMENT, HEALTH EQUITY, MENTAL HEALTH AND ADDICTION AND SOCIAL DETERMINANTS OF HEALTH. THE PRIORITIES ARE IN ALIGNMENT WITH CURRENT COMMUNITY HEALTH NEEDS IDENTIFIED BY THE SUMMIT COUNTY PUBLIC HEALTH 2022 COMMUNITY HEALTH ASSESSMENT AND THE OHIO DEPARTMENT OF HEALTH'S 2019 STATE HEALTH ASSESSMENT AND THE 2020-2022 STATE HEALTH IMPROVEMENT PLAN, WHICH WAS THE MOST CURRENT PLAN AVAILABLE. SIGNIFICANT HEALTH NEEDS ADDRESSED: CHNA HEALTH PRIORITY: ACCESS AND BARRIERS TO HEALTH CARE: ACCESS TO HEALTH CARE IS A BROAD TERM USED TO DESCRIBE THE AVAILABILITY, ACCEPTABILITY, AFFORDABILITY AND ACCESSIBILITY OF HEALTH CARE SYSTEMS AND PROVIDERS. ADULTS WITH POOR ACCESS TO HEALTHCARE, OR WHO FACE BARRIERS TO CARE, HAVE A HARDER TIME GETTING PREVENTATIVE SERVICES OR MEDICATION. ACCESS TO CLINICAL CARE ACCOUNTS FOR 20% OF A PERSON'S HEALTH STATUS ACCORDING TO THE WISCONSIN COUNTY HEALTH RANKINGS MODEL. BOTH ACCESS TO CARE AND THE QUALITY OF THAT CARE HAVE AFFECTED THE HEALTH OF SUMMIT COUNTY. EVEN AFTER THE IMPLEMENTATION OF THE ACA, 8% OF ADULTS AND 3% OF CHILDREN STILL DO NOT HAVE HEALTH INSURANCE. HAVING HEALTH INSURANCE IS ONLY ONE PART OF THE HEALTH ACCESS PICTURE, HOWEVER. HAVING ACCESS TO A PROVIDER WHEN THEY ARE NEEDED ALSO IS IMPORTANT. RATIOS OF PRIMARY CARE PHYSICIANS, MENTAL HEALTH PROVIDERS AND DENTISTS TO POPULATION ALL SHOWED MEANINGFUL IMPROVEMENT SINCE THE 2019 CHNA. LANGUAGE BARRIERS ALSO IMPACT HEALTH CARE ACCESS. THE RECENT INFLUX OF IMMIGRANT AND PARTICULARLY REFUGEE POPULATIONS FROM AROUND THE WORLD HAS CREATED CHALLENGES TO HEALTH CARE ACCESS. FOR EXAMPLE, THE PERCENTAGE OF THOSE AGE 5 AND OLDER WHO ARE LINGUISTICALLY ISOLATED (SPEAK ENGLISH LESS THAN VERY WELL AS WELL AS A LANGUAGE OTHER THAN ENGLISH IN THE HOME) INCREASED SHARPLY BETWEEN 2015 AND 2019. AT THE TIME OF THE 2019 CHNA, ONLY 59% OF FEMALE MEDICARE PATIENTS RECEIVE MAMMOGRAPHY SCREENING. THAT PERCENTAGE HAS NOW DECREASED TO JUST 43%. LOW RATES OF ELIGIBLE WOMEN RECEIVING ROUTINE MAMMOGRAMS COULD MEAN THAT MANY WOMEN WITH CANCER WILL NOT RECEIVE A DIAGNOSIS OF BREAST CANCER UNTIL THAT CANCER IS IN ITS LATER STAGES. PREVENTIVE DENTAL HEALTH SCREENINGS ARE ALSO LOW, WITH LESS THAN TWO-THIRDS OF ADULTS, MIDDLE SCHOOL STUDENTS, AND HIGH SCHOOL STUDENTS SAYING THEY HAVE VISITED A DENTIST IN THE PAST 12 MONTHS. GOAL: IMPROVE ACCESS AND REDUCE BARRIERS TO QUALITY HEALTHCARE FOR THE RESIDENTS OF SUMMIT COUNTY. THE HEALTH NEEDS PERTAINING TO ACCESS ARE BEING ADDRESSED BY INCORPORATING COMMUNITY HEALTH WORKERS IN COMMUNITY BASED SETTINGS AND INCREASING THE NUMBER OF INDIVIDUALS WHO HAVE ACCESS TO PRIMARY CARE MEDICAL HOMES AND COMPREHENSIVE PRIMARY CARE PLUS PRACTICES THEREBY INCREASING THE OPPORTUNITIES FOR PREVENTATIVE AND EARLY INTERVENTIONS FOR INDIVIDUALS REQUIRING PRIMARY CARE, DENTAL, AND BEHAVIORAL HEALTH PROVIDERS. EXPECTED OUTCOME (S): INCREASED USE OF HEALTHCARE SERVICES REDUCED BARRIERS TO ACCESSING CARE INCREASED ACCESS TO SCREENINGS CHNA HEALTH PRIORITY: CHRONIC DISEASE PREVENTION AND MANAGEMENT: CHRONIC DISEASES ARE DISEASES THAT A PERSON HAS FOR A LONG TIME, SOMETIMES INDEFINITELY. PEOPLE WITH CHRONIC DISEASES USUALLY NEED TO SEE THEIR DOCTORS ON A REGULAR BASIS TO MONITOR THE PROGRESSION OF THEIR DISEASE TO GET TREATMENT. DEATH RATES FROM A FEW OF THE MORE COMMON CHRONIC DISEASES EITHER STAYED THE SAME OR SLIGHTLY DECREASED SINCE THE 2019 CHNA, INCLUDING BREAST, COLORECTAL CANCER, STROKE, AND CHRONIC LOWER RESPIRATORY DISEASE. THE STABILIZATION AND/OR IMPROVEMENT OF CANCER DEATH RATES FOR BREAST AND COLORECTAL CANCER IS ESPECIALLY IMPORTANT, AS THESE ARE CANCERS THAT ARE MORE READILY DETECTED THROUGH EARLY SCREENING. DEATH RATES FROM ALL CANCER TYPES COMBINED DECREASED BY ABOUT 2%. DEATHS FROM CHRONIC KIDNEY DISEASE AND PROSTATE CANCER INCREASED, AS DID DEATH RATES FROM HEART DISEASE AND ALZHEIMER'S/DEMENTIA. OVER THE PAST SEVERAL YEARS, THE BEHAVIORAL RISK FACTOR SURVEILLANCE SURVEY (BRFSS) HAS SHOWN THAT NEARLY TWO-THIRDS OF THE ADULT POPULATION IS EITHER OVERWEIGHT OR OBESE, AND ABOUT ONE-THIRD OF THOSE INDIVIDUALS HAVE REPORTED BEING TOLD THEY HAVE EITHER HIGH CHOLESTEROL OR HIGH BLOOD PRESSURE. IN ADDITION, ABOUT ONE-QUARTER OF ADULTS SAY THEY SMOKE, AND ANOTHER QUARTER SAY THEY ARE NOT PHYSICALLY ACTIVE. ALL OF THESE BEHAVIORS HAVE EITHER STAYED THE SAME OR INCREASED OVER THE PAST SEVERAL YEARS, DESPITE SOLID EVIDENCE THAT THEY INCREASE CHRONIC DISEASE RATES. SEVERAL EXTERNAL CAUSES OF DEATH ALSO HAVE INCREASED (DEATHS NOT CAUSED BY DISEASE OR OTHER NATURAL CAUSES). IN ADDITION TO DRUG OVERDOSE DEATHS, OTHER KINDS OF ACCIDENTAL DEATHS (AUTO ACCIDENTS AND FALLS BEING THE MOST COMMON) HAVE INCREASED 36% SINCE 2019. FIREARM-RELATED HOMICIDES ALSO ARE UP 37% SINCE THE 2019 CHNA. FALL-RELATED DEATHS AMONG SENIORS, AND BOTH TRAUMATIC BRAIN INJURY EMERGENCY ROOM VISITS RESULTING FROM AND DEATHS FROM TRAUMATIC BRAIN INJURY HAVE INCREASED FOR SENIORS SINCE 2018. GOAL: REDUCE CHRONIC DISEASE AND PROMOTE WELLBEING FOR THE RESIDENTS OF SUMMIT COUNTY. THE HEALTH NEEDS PERTAINING TO CHRONIC DISEASE ARE BEING ADDRESSED THROUGH INCREASING CONSUMER KNOWLEDGE BASE OF RISK FACTORS, RISK BEHAVIORS, AND GENETIC CONSIDERATIONS WHICH LEAD TO CANCER, CARDIOVASCULAR DISEASE AND DIABETES AND PROVIDING EVIDENCED BASED LIFESTYLE MODIFICATION PROGRAMS. EXPECTED OUTCOME (S): DECREASE RATES OF CHRONIC DISEASE IN ADULTS. DECREASE SMOKING, TOBACCO AND VAPING USE IN ADULTS. REDUCE INCIDENCE OF CARDIOVASCULAR DISEASE IN SUMMIT COUNTY. REDUCE INCIDENCE OF CANCER IN SUMMIT COUNTY. REDUCE INCIDENCE OF DIABETES IN SUMMIT COUNTY. CHNA HEALTH PRIORITY: HEALTH EQUITY THE CENTERS FOR DISEASE CONTROL AND PREVENTION DEFINE HEALTH EQUITY AS A STATE IN WHICH EVERYONE HAS A FAIR AND JUST OPPORTUNITY TO ATTAIN THEIR HIGHEST LEVEL OF HEALTH. HEALTH EQUITY IS FOCUSED ON CREATING BETTER OPPORTUNITIES FOR HEALTH AND GIVING SPECIAL ATTENTION TO THE NEEDS OF THOSE AT THE GREATEST RISK FOR POOR HEALTH. ACHIEVING HEALTH EQUITY WILL REQUIRE FOCUSED AND ONGOING SOCIETAL EFFORTS TO CHANGE THE SYSTEMS AND POLICIES THAT HAVE RESULTED IN THE GENERATIONAL INJUSTICES THAT CONTRIBUTE TO RACIAL AND ETHNIC HEALTH DISPARITIES. IN THE SUMMER OF 2020, BOTH SUMMIT COUNTY COUNCIL AND THE CITY OF AKRON FORMALLY DECLARED RACISM AS A PUBLIC HEALTH CRISIS AND ARE TAKING STEPS TOWARDS ALLOCATING RESOURCES AND IMPLEMENTING CHANGE THROUGH STRATEGIC ACTION. THE PASSING OF THESE RESOLUTIONS, AND THE CONCRETE STEPS THAT HAVE FOLLOWED AFTER THE PASSAGE, DEMONSTRATES THAT SUMMIT COUNTY ALONG WITH OVER 250 OTHER COUNTIES, CITIES AND COMMUNITY ORGANIZATIONS ACROSS THE UNITED STATES ARE COMMITTED TO OPPOSING AND DISMANTLING RACISM AND PURSUING EQUITY, DIVERSITY AND INCLUSION. IN JUNE OF 2020, SUMMA MADE A PROMISE TO NOT ONLY ACKNOWLEDGE RACISM AS A PUBLIC HEALTH CRISIS, BUT TO TAKE SWIFT ACTION IN ADDRESSING THIS TOPIC WITH RESOURCES, EDUCATION AND TANGIBLE COMMITMENTS. THE SUMMA STANDS WITH OUR COMMUNITY ACTION PLAN WAS CREATED THAT PROMOTES DIVERSITY, REDUCING HEALTH DISPARITIES AND EDUCATING STAFF, AS WELL AS AN EVALUATION METRIC TO TRACK THE PROGRESS.
Schedule H, Part V, Section B, Line 11 Facility , 2Facility , 2 - SUMMA HEALTH SYSTEM (continued). GOAL: REDUCE HEALTH DISPARITIES AND ADVANCE HEALTH EQUITY FOR THE RESIDENTS OF SUMMIT COUNTY. THE HEALTH NEEDS PERTAINING TO ADVANCING HEALTH EQUITY IS BEING ADDRESSED BY UTILIZING CHW'S IN COMMUNITY-BASED SETTINGS AT THE SUMMA CENTER FOR HEALTH EQUITY TO ADDRESS SOCIAL DETERMINANTS OF HEALTH. COORDINATING CARE OF LGBTQ AND COMPLEX CARE PATIENTS THROUGH SPECIALIZED CLINICS. REDUCING INFANT MORTALITY BY PROVIDING PROGRAMS AND SERVICES THAT PROVIDE OUTREACH, EDUCATION, COORDINATION AND FOCUS ON REDUCING THE IMPACTS OF THE SOCIAL DETERMINANTS OF HEALTH FOR LOW INCOME MOTHERS. ADVANCING DIVERSITY, EQUITY AND INCLUSION (DEI) THROUGH THE SUMMA STANDS WITH OUR COMMUNITY PLAN FOCUS AREAS AND ANALYZE IMPACT UTILIZING THE DEI SCORECARD. EXPECTED OUTCOME (S): IMPROVE ACCESS TO HEALTH CARE AND CARE COORDINATION TO THE LGBTQ COMMUNITY. IMPROVE CARE COORDINATION BY UTILIZING COMMUNITY HEALTH WORKERS (CHW). REDUCE INFANT MORTALITY. REDUCE PRETERM BIRTHS AND LOW BIRTH-WEIGHT BIRTHS IN SUMMIT COUNTY. CHNA HEALTH PRIORITY: MENTAL HEALTH AND ADDICTION THE COVID-19 PANDEMIC BROUGHT NEW CHALLENGES TO MENTAL HEALTH AND ADDICTION SERVICES AS LOCKDOWNS, JOB LOSS AND SOCIAL ISOLATION FED DEPRESSION, SUICIDE AND OVERDOSE RATES. AN EMERGENCY SHIFT IN POLICY REGARDING MEDICAID REIMBURSEMENT OPENED UP OPPORTUNITIES TO USE TELEMEDICINE FOR MENTAL AND BEHAVIORAL HEALTH SERVICES. WHILE SHORT STAFFING IS NOT A NEW ISSUE TO CLINICAL FIELDS, THE PANDEMIC CREATED ADDITIONAL STAFFING CHALLENGES AT THE SAME TIME AS THE RISE IN DEMAND FOR SERVICES. VARIOUS STRATEGIES HAVE BEEN PUT IN PLACE TO INCREASE PROVIDER CAPACITY THROUGH RECRUITMENT METHODS, SHIFTS IN PRIORITIES, AND NEW WAYS TO MEET THE COMMUNITY'S NEEDS SUCH AS TELEHEALTH. MANY LOCAL AGENCIES REPORTED INCREASED SHOW-RATES AND ENGAGEMENT WITH THE ADDITIONOF TELEHEALTH OPTIONS, WHICH IS LEADING TO THE POTENTIAL DEVELOPMENT OF INNOVATIVE STRATEGIES TO INCORPORATE THESE METHODS LONG-TERM. UNFORTUNATELY, NOT ALL WHO SUFFER FROM DEPRESSION AND SUICIDAL IDEATION RECEIVE THE HELP THEY NEEDIN TIME. WHILE THE OVERALL TOTAL OF CONFIRMED COMPLETED SUICIDES AVERAGES THE SAME FOR THE PAST SEVERAL YEARS, THE COUNTY OF SUMMIT ALCOHOL, DRUG ADDICTION AND MENTAL HEALTH SERVICES BOARD HAS REPORTED A RISE IN SUICIDE RATES FOR BLACK MALES. THIS IS FOLLOWING MUCH THE SAME LINES AS THE RISE IN OVERDOSES FOR THIS DEMOGRAPHIC. COMMUNITY-BASED AGENCIES AND COMBINED PROFESSIONAL, PEER AND FAITH-BASED COALITIONS ARE WORKING TOGETHER TO HELP PROVIDE RESOURCES AND HELP TO THOSE WHO NEED IT MOST. THIS INCLUDES ORGANIZATIONAL POLICIES WORKING TOWARD DIVERSE AND EQUITABLE ACCESS TO BEHAVIORAL HEALTH CARE FOR SEVERAL POPULATIONS IN SUMMIT COUNTY INCLUDING SOME SPECIFIC TO BLACK INDIVIDUALS, LGBTQ+ AND LOCAL REFUGEE COMMUNITIES. NATIONWIDE, ILLICIT DRUG USE HAS IMPLICATIONS ACROSS MORE THAN THE HEALTH AND SAFETY OF THE COMMUNITY. ACCORDING TO THE OFFICE OF THE U.S. SURGEON GENERAL, THE ESTIMATED ANNUAL ECONOMIC IMPACT OF ALCOHOL MISUSE IS $249 BILLION, AND FOR ILLICIT DRUG USE $193 BILLION. NOT ONLY HAS OHIO BEEN ONE OF THE HARDEST-HIT STATES IN THE COUNTRY IN TERMS OF OVERDOSES AND OVERDOSE RELATED DEATHS, BUT SUMMIT COUNTY SPECIFICALLY HAS BEEN HEAVILY IMPACTED. GOAL: PROMOTE MENTAL WELLBEING AND PREVENT ALCOHOL AND OTHER DRUG DEPENDENCE FOR RESIDENTS OF SUMMIT COUNTY. THE HEALTH NEEDS PERTAINING TO SUBSTANCE ABUSE ARE BEING ADDRESSED BY DECREASING ALCOHOL AND OPIATE RELATED OVERDOSES AND DEATHS THROUGH CARE COORDINATION AND EVIDENCE BASED PROGRAMS. EXPECTED OUTCOME (S): REDUCE INCIDENCE OF SUBSTANCE USE DISORDERS, OVERDOSES, AND DEATHS INCREASED KNOWLEDGE AND AWARENESS OF MENTAL HEALTH ISSUES INCREASED REFERRALS FOR MENTAL AND BEHAVIORAL HEALTH SERVICES IMPROVED ACCESS FOR MENTAL AND BEHAVIORAL HEALTH SERVICES. CHNA HEALTH PRIORITY: SOCIAL DETERMINANTS OF HEALTH (SDOH) THE SOCIAL DETERMINANTS OF HEALTH (SDOH) ARE THE CONDITIONS IN THE ENVIRONMENT WHERE PEOPLE ARE BORN, LIVE, WORK, PLAY AND AGE THAT AFFECT A WIDE RANGE OF HEALTH AND QUALITY OF LIFE OUTCOMES. SDOH INCLUDE FACTORS SUCH AS EDUCATION, EMPLOYMENT AND INCOME MAKE UP THE LARGEST SINGLE SHARE OF INDIVIDUAL HEALTH, 50% IN THE COUNTY HEALTH RANKINGS MODEL. UNFORTUNATELY, THE RECESSION OF 2007-2009 HAS CONTINUED TO HAVE A HUGE IMPACT ON THE SOCIOECONOMIC LANDSCAPE IN SUMMIT COUNTY MORE THAN A DECADE LATER. THE ECONOMIC UPHEAVAL CAUSED BY COVID-19 HAS ONLY AGGRAVATED THE LONG-TERM ECONOMIC RECOVERY OF SUMMIT COUNTY. THESE FACTORS ARE IMPORTANT TO ADDRESS BECAUSE ACCESS TO HEALTH CARE IS NECESSARY, BUT NOT SUFFICIENT, FOR GOOD HEALTH. AN ESTIMATED 80% OF THE MODIFIABLE FACTORS THAT AFFECT OVERALL HEALTH ARE ATTRIBUTED TO COMMUNITY CONDITIONS AND THE OPPORTUNITY TO MAKE HEALTHY CHOICES. GOAL: ENHANCE POPULATION HEALTH BY ADDRESSING THE SDOH FOR THE RESIDENTS OF SUMMIT COUNTY. THE HEALTH NEEDS PERTAINING TO ADDRESSING THE SDOH IS THROUGH UTILIZING THE EPIC PLATFORM, CARE COORIDNATION, CAREER EDUCATION, WORKFORCE PROGRAMS, AND EXPANDING PROGRAMS THAT LEVERAGE COMMUNITY PARNTERS TO ADDRESS SOCIAL DETERMINANTS OF HEALTH. EXPECTED OUTCOME (S): IMPROVE HEALTH STATUS. REDUCE PREMATURE DEATH. INCREASE EDUCATIONAL AND EMPLOYMENT OPPORTUNITIES. SIGNIFICANT HEALTH NEEDS NOT ADDRESSED: SUMMA RECOGNIZES THAT NO HOSPITAL FACILITY CAN ADDRESS ALL OF THE HEALTH NEEDS PRESENT IN ITS COMMUNITY. INJURIES, ACCIDENTS, AFFORDABLE HOUSING, VIOLENCE AND CRIME WILL NOT BE ADDRESSED DIRECTLY THROUGH OUR PLAN. REASONS FOR NOT TARGETING THESE AREAS INCLUDE THEY ARE ADDRESSED DURING CLINCIAL VISITS, GO BEYOND THE CURRENT SCOPE OF THE HOSPITAL, RESOURCE CONSTRAINTS, AVAILABLE EXPERTISE, OR BEING MORE APPRORIATE FOR OTHER COMMUNITY AGENCIES TO ADDRESS. ALTHOUGH THESE HEALTH NEEDS WILL NOT BE DIRECTLY ADDRESSED THROUGH OUR PLAN, SUMMA WILL CONSIDER THEM WHILE IMPLEMENTING THE STRATEGIES OUTLINED ABOVE. IN ADDITION, SUMMA WILL, LOOK FOR OPPORTUNITIES TO COLLABORATE WITH SAFE COMMUNITIES OF SUMMIT COUNTY, SUMMIT COUNTY SAFE KIDS COALITION, YOUTH VIOLENCE PREVENTION TASK-FORCE, COMMUNITY DEVELOPMENT CORPORATIONS, LOCAL SERVICES AGENCIES AND OTHER ORGANIZATIONS TO ADDRESS THESE IMPORTANT HEALTH ISSUES WHENEVER POSSIBLE. POOR HEALTH STATUS CAN RESULT THROUGH A COMPLEX INTERACTION OF CHALLENGING SOCIAL, ECONOMIC, ENVIRONMENTAL AND BEHAVIORAL FACTORS, COMBINED WITH LACK OF ACCESS TO CARE. ADDRESSING THE MORE COMMON "ROOT" CAUSES OF POOR COMMUNITY HEALTH CAN SERVE TO IMPROVE A COMMUNITY'S QUALITY OF LIFE AND TO REDUCE MORTALITY AND MORBIDITY. HOWEVER, SUMMA RECOGNIZES THAT NO HOSPITAL FACILITY CAN ADDRESS ALL OF THE ROOT CAUSES AND HEALTH NEEDS PRESENT IN ITS COMMUNITY. THE PLAN IS ALSO IN ALIGNMENT WITH CURRENT COMMUNITY HEALTH NEEDS AND PRIORITIES IDENTIFIED BY THE SUMMIT COUNTY PUBLIC HEALTH 2022 COMMUNITY HEALTH ASSESSMENT AND THE OHIO DEPARTMENT OF HEALTH'S 2020-2022 STATE HEALTH IMPROVEMENT PLAN. A DETAILED DESCRIPTION OF THE ACTIONS BEING TAKEN TO ADDRESS THE HEALTH NEEDS IDENTIFIED ABOVE CAN BE FOUND ON THE 2023-2025 SUMMA HEALTH COMMUNITY HEALTH NEEDS ASSESSMENT IMPLEMENTATION PLAN FOUND ON THE SUMMA HEALTH WEBSITE AT HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2022.
Schedule H, Part V, Section B, Line 5 Facility , 1Facility , 1 - SUMMA REHABILITATION HOSPITAL. IN 2022 SUMMA HEALTH PARTNERED WITH SUMMIT COUNTY PUBLIC HEALTH (SCPH) AND THE SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT (SCCHI) TO CONDUCT THE 2022 CHNA. DURING THE PROCESS, OVER 250 INDICATORS WERE REVIEWED, AND COMMUNITY LEADERS AND RESIDENTS WERE CONSULTED. THE 2022 CHNA WAS COMPLETED USING THE NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS (NACCHO) MODIFIED-MOBILIZING ACTION THROUGH PARTNERSHIP AND PLANNING (MAPP) PROCESS. THIS PROCESS WAS FACILITATED BY SCPH AND CONDUCTED WITH THE SCCHI. SCCHI IS A 40+ MEMBER COLLABORATIVE WITH THE MISSION OF IDENTIFYING KEY HEALTH PRIORITIES IN SUMMIT COUNTY AND COORDINATING ACTION TO IMPROVE POPULATION HEALTH AND PROMOTE HEALTH EQUITY FOR ALL. THESE COMMUNITY LEADERS PROVIDE A PERSPECTIVE ON THE BROAD INTERESTS OF THE GROUPS SERVED BY THE HOSPITAL FACILITY, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME PERSONS, MINORITY GROUPS. SCPH EPIDEMIOLOGY GATHERED DATA FROM A VARIETY OF SOURCES INCLUDING COUNTY HEALTH RANKINGS, AMERICAN COMMUNITY SURVEY, AND COMMUNITY HEALTH STATUS INDICATORS. SCPH ALSO UTILIZED THE 2018 YOUTH RISK BEHAVIORAL SURVEY, THE OHIO DEPARTMENTS OF HEALTH BIRTH AND DEATH DATA, AND EPICENTER. QUALITATIVE DATA COLLECTED THROUGH SURVEYS, FOCUS GROUPS AND COMMUNITY MEETINGS WERE ALSO UTILIZED TO GATHER INFORMATION ABOUT HOW SUMMIT COUNTY LEADERS AND RESIDENTS EXPERIENCE THE HEALTH OUTCOMES AND COMMUNITY CONDITIONS THAT AFFECT QUALITY OF LIFE. THIS INFORMATION CAN PROVIDE ADDITIONAL CONTEXT TO QUANTITATIVE DATA AND HEALTH TO STRATEGICALLY INFORM IMPROVEMENTS. SCCHI AND SCPH ALSO COMPLETED TWO QUALITATIVE MAPP ASSESSMENTS: COMMUNITY THEMES, STRENGTHS, AND THE FORCES OF CHANGE. FOCUS GROUPS AND SURVEYS WERE CONDUCTED AND DISTRIBUTED THROUGHOUT THE COMMUNITY IN 2022 TO IDENTIFY BARRIERS AND OPPORTUNITIES THROUGH THE LENS OF THE COMMUNITY MEMBER. LEADERS FROM THE FOLLOWING COMMUNITY ORGANIZATIONS WERE CONSULTED DURING THIS CHNA: AETNA AKRON AREA YMCA AKRON CANTON REGIONAL FOODBANK AKRON CHILDREN'S HOSPITAL AKRON COMMUNITY FOUNDATION AKRON METROPOLITAN AREA TRANSPORTATION STUDY AKRON METROPOLITAN HOUSING AUTHORITY AKRON PUBLIC SCHOOLS AKRON REGION INTERPROFESSIONAL AREA HEALTH EDUCATION CENTER AKRON SUMMIT COMMUNITY ACTION, INC AKRON SUMMIT COUNTY PUBLIC LIBRARY AKRON ZOO ALZHEIMER'S ASSOCIATION AMERICAN CANCER SOCIETY AMERICAN HEART ASSOCIATION ASIAN SERVICES IN ACTION, INC AXESSPOINTE COMMUNITY HEALTH CENTER BABY 1ST NETWORK BLACK HEALTH COALITION CHC ADDICTION CHILD GUIDANCE AND FAMILY SOLUTIONS CITY OF AKRON CITY OF TALLMADGE CHOICES CLEVELAND CLINIC AKRON GENERAL COMMUNITY LEGAL AID COUNTY OF SUMMIT COUNTY OF SUMMIT ALCOHOL DRUG ADDICTION AND MENTAL HEALTH SERVICES BOARD FAIR HOUSING AKRON GREATER AKRON CHAMBER OF COMMERCE GREEN LEAF CENTER HOPE HEALING HAVEN OF REST MINISTRIES HUMILITY OF MARY HOUSING PROGRAM INFOLINE, INC INTERNATIONAL INSTITUTE OF AKRON LET'S GROW AKRON LOVE AKRONMATURE SERVICES MHA ADVOCACY MUSTARD SEED MARKET AND CAF NORTHEAST OHIO MEDICAL UNIVERSITY OHIO GUIDESTONE OPEN M MINISTRIES PLANNED PARENTHOOD OF GREATER OHIO PROJECT LEARN OF SUMMIT COUNTY SIDS OHIO STARK STATE UNIVERSITY SUMMIT COUNTY DD BOARD SUMMIT COUNTY PUBLIC HEALTH SUMMIT EDUCATION INITIATIVE SUMMIT METRO PARKS THE BLICK CENTER UHCAN OHIO UNITED WAY OF SUMMIT COUNTY UNIVERSITY OF AKRON ADDITIONAL DETAIL CAN BE FOUND ON THE SUMMA HEALTH WEBSITE AT HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFITAND- DIVERSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2022
Schedule H, Part V, Section B, Line 6a Facility , 1Facility , 1 - SUMMA REHABILITATION HOSPITAL. SUMMA HEALTH CONDUCTED THE CHNA ON BEHALF OF EACH OF ITS HOSPITAL FACILITIES LISTED IN PART V, SECTION A, WHICH ARE SUMMA HEALTH SYSTEM AND SUMMA REHAB HOSPITAL, LLC
Schedule H, Part V, Section B, Line 6b Facility , 1Facility , 1 - SUMMA REHABILITATION HOSPITAL. SUMMIT COUNTY PUBLIC HEALTH SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT
Schedule H, Part V, Section B, Line 11 Facility , 1Facility , 1 - SUMMA REHABILITATION HOSPITAL. DUE TO THE NATURE OF THE ADULT REHABILITATION SPECIALTY SERVICES PROVIDED BY SUMMA REHAB HOSPITAL, LLC, ("HOSPITAL") THE IDENTIFIED HEALTH NEED IN WHICH THEY HAVE THE OPPORTUNITY TO ADDRESS IN THIS IMPLEMENTATION PLAN FOR THE GREATEST IMPACT IS ACCESS. THE COMMUNITY RESOURCES PROVIDED BY A VARIETY OF INSTITUTIONS INCLUDING SUMMA AKRON AND BARBERTON CAMPUS, LED TO THE DETERMINATION BY SUMMA REHAB HOSPITAL, LLC TO NOT ADDRESS ANY OTHER IDENTIFIED HEALTH NEED. THIS PRIORITY SPECIFIC COMMUNITY HEALTH NEEDS THAT THE HOSPITAL HAS DETERMINED TO MEET IN WHOLE OR IN PART AND THAT ARE CONSISTENT WITH ITS MISSION. THE HOSPITAL RESERVES THE RIGHT TO AMEND THIS STRATEGY AS CIRCUMSTANCES WARRANT. FOR EXAMPLE, CERTAIN NEEDS BECOME MORE PRONOUNCED AND REQUIRE ENHANCEMENTS TO THE DESCRIBED STRATEGIC INITIATIVES. DURING THE THREE YEARS ENDING DECEMBER 31, 2025, OTHER ORGANIZATIONS IN THE COMMUNITY MAY DECIDE TO ADDRESS CERTAIN NEEDS, INDICATING THAT THE HOSPITAL THEN SHOULD REFOCUS ITS LIMITED RESOURCES TO BEST SERVE THE COMMUNITY. PRIORITY HEALTH GOAL: INCREASE ACCESS TO QUALITY HEALTHCARE THE HEALTH NEEDS PERTAINING TO ACCESS ARE BEING ADDRESSED THROUGH CARE COORDINATION, PROVIDING EDUCATIONAL PROGRAMS, PATIENT ASSISTANCE PROGRAMS AND ADVOCACY. EXPECTED OUTCOME (S): INCREASE ACCESS TO CARE AND PATIENT KNOWLEDGE INCREASE ADHERENCE TO MEDICATIONS A DETAILED DESCRIPTION OF THE ACTIONS BEING TAKEN TO ADDRESS THE HEALTH NEEDS IDENTIFIED ABOVE CAN BE FOUND ON THE 2023-2025 SUMMA HEALTH COMMUNITY HEALTH NEEDS ASSESSMENT IMPLEMENTATION PLAN FOUND ON THE SUMMA HEALTH WEBSITE AT HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVE RSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2022 SIGNIFICANT HEALTH NEEDS NOT ADDRESSED THE LIST ABOVE INDICATES SEVERAL PRIORITIZED HEALTH NEEDS IDENTIFIED IN THE 2019 CHNA THAT SUMMA WILL NOT ADDRESS IN THE PLAN. REASONS FOR NOT TARGETING THESE AREAS INCLUDE THEY ARE ADDRESSED DURING CLINCIAL VISITS, GO BEYOND THE CURRENT SCOPE OF THE HOSPITAL, RESOURCE CONSTRAINTS, AVAILABLE EXPERTISE, OR BEING MORE APPRORIATE FOR OTHER COMMUNITY AGENCIES TO ADDRESS. POOR HEALTH STATUS CAN RESULT THROUGH A COMPLEX INTERACTION OF CHALLENGING SOCIAL, ECONOMIC, ENVIRONMENTAL AND BEHAVIORAL FACTORS, COMBINED WITH LACK OF ACCESS TO CARE. ADDRESSING THE MORE COMMON "ROOT" CAUSES OF POOR COMMUNITY HEALTH CAN SERVE TO IMPROVE A COMMUNITY'S QUALITY OF LIFE AND TO REDUCE MORTALITY AND MORBIDITY. HOWEVER, SUMMA RECOGNIZES THAT NO HOSPITAL FACILITY CAN ADDRESS ALL OF THE ROOT CAUSES AND HEALTH NEEDS PRESENT IN ITS COMMUNITY. THEREFORE, IT WAS DETERMINED THAT THE HEALTH SYSTEM WILL COLLABORATE WITH OTHER ORGANIZATIONS AS NEEDED TO ADDRESS THE HEALTH NEEDS NOT SELECTED. INJURIES, ACCIDENTS AND ENVIRONMENTAL FACTORS INCLUDING VIOLENCE, CRIME, AND POVERTY WILL NOT BE ADDRESSED DIRECTLY THROUGH OUR PLAN. SUMMA HEALTH WILL, LOOK FOR OPPORTUNITIES TO COLLABORATE WITH SAFE COMMUNITIES OF SUMMIT COUNTY, SUMMIT COUNTY SAFE KIDS COALITION, COMMUNITY DEVELOPMENT CORPORATIONS, LOCAL SERVICES AGENCIES AND OTHER ORGANIZATIONS TO ADDRESS THESE IMPORTANT HEALTH ISSUES WHENEVER POSSIBLE. THE PLAN IS ALSO IN ALIGNMENT WITH CURRENT COMMUNITY HEALTH NEEDS AND PRIORITIES IDENTIFIED BY THE SUMMIT COUNTY PUBLIC HEALTH 2019 COMMUNITY HEALTH ASSESSMENT AND THE OHIO DEPARTMENT OF HEALTH'S 2020-2022 STATE HEALTH IMPROVEMENT PLAN. A DETAILED DESCRIPTION OF THE ACTIONS BEING TAKEN TO ADDRESS THE HEALTH NEEDS IDENTIFIED ABOVE CAN BE FOUND ON THE 2020-2022 SUMMA HEALTH COMMUNITY HEALTH NEEDS ASSESSMENT IMPLEMENTATION PLAN FOUND ON THE SUMMA HEALTH WEBSITE AT HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVE RSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2022
FieldValueIRS element (for citing)
Facility101FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (101 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
SUMMA HEALTH MEDICAL GROUP
1 PARK WEST BLVD SUITE 200AKRONOH44320PHYSICIAN OFFICE - Dermotology & Internal Medicine
SUMMA HEALTH MEDICAL GROUP
1 PARK WEST BLVD SUITE 350AKRONOH44320PHYSICIAN OFFICE - NEOCS & Endo
SUMMA HEALTH MEDICAL GROUP
1 PARK WEST BLVD SUITE 370AKRONOH44320PHYSICIAN OFFICE - Sleep Medicine
SUMMA HEALTH MEDICAL GROUP
1 PARK WEST BLVD SUITE 330AKRONOH44320PHYSICIAN OFFICE - Sports Medicine, Orthopaedics, Osteoporosis
SUMMA HEALTH MEDICAL GROUP
1260 INDEPENDENCE AVEAKRONOH44310PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
1463 CANTON RDAKRONOH44312PHYSICIAN OFFICE
SUMMA HEALTH EQUITY CENTER
1493 S HAWKINS AVENUEAKRONOH44320PHYSICIAN OFFICE - Internal Medicine, Pain Management, Gyn Oncology
PARKVIEW CENTER
155 FIFTH STREET NEBARBERTONOH44203CANCER CENTER AND CANCER CARE, PHYSICIANS OFFICES
SUMMA HEALTH MEDICAL GROUP
155 FIFTH STREET NE SUITE 100BARBERTONOH44203PHYSICIAN OFFICE - NEOCS
SUMMA HEALTH MEDICAL GROUP
161 N FORGE ST SUITE G90AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
161 N FORGE ST SUITE 190AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
161 NORTH FORGE ST SUITE 298AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
161 NORTH FORGE STSUITE 198AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH COOPER PAVILION
161 NORTH FORGE STREET SUITE 295AKRONOH44304CANCER CENTER AND CANCER CARE
SUMMA HEALTH MEDICAL GROUP
1700 BOETTLER RD SUITE 150UNIONTOWNOH44685PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
1700 BOETTLER RD SUITE 225UNIONTOWNOH44685PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
1790 GRAYBILL RD SUITE 200UNIONTOWNOH44685PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
1835 FRANKS PARKWAYUNIONTOWNOH44685PHYSICIAN OFFICE
SUMMA PSYCHIATRY ASSOCIATES
1835 FRANKS PARKWAYUNIONTOWNOH44685PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
185 WADSWORTH RD STE JWADSWORTHOH44281PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
1860 STATE RD SUITE DCUYAHOGA FALLSOH44223PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
195 WADSWORTH RD SUITE 301WADSWORTHOH44256PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
195 WADSWORTH RD SUITE 305WADSWORTHOH44281PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
195 WADSWORTH RD SUITE 402WADSWORTHOH44281PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
201 5TH ST NESUITE 16 AND 13BARBERTONOH44203PHYSICIAN OFFICE - 16 is Neuro Outpatient
SUMMA HEALTH MEDICAL GROUP
201 5TH ST SUITE 2BARBERTONOH44203PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
201 5TH ST SUITE 6BARBERTONOH44203PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
201 5TH STREET NE SUITE 3BARBERTONOH44203PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
201 FIFTH ST NE SUITE 10BARBERTONOH44203PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
201 FIFTH ST NE SUITE 175BARBERTONOH44203PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
201 FIFTH STREET NE SUITE 8BARBERTONOH44203PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
242 PORTAGE TRAIL EXT WCUYAHOGA FALLSOH442233613PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
25 S MAIN STREET SUITE BRITTMANOH44270PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
2875 WEST MARKET ST SUITE AFAIRLAWNOH44333PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
2875 WEST MARKET ST SUITE BFAIRLAWNOH44333PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
328 HINES HILL ROADBOSTON HEIGHTSOH44236PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3378 W MARKET STFAIRLAWNOH44333PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3593 S ARLINGTON ROAD SUITE DAKRONOH44312PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3780 MEDINA RD SUITE 210MEDINAOH44256PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3780 MEDINA RD SUITE 220MEDINAOH44256PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3780 MEDINA RD SUITE 250MEDINAOH44256PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3780 MEDINA ROAD SUITE 150MEDINAOH44256PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3780 MEDINA ROAD SUITE 200MEDINAOH44256PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3780 MEDINA ROAD SUITE 310MEDINAOH44256PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3825 FISHCREEK RD SUITE 120STOWOH44224PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3825 FISHCREEK RD SUITE 200 AND 150STOWOH44224PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3838 MASSILLON RD SUITE 350UNIONTOWNOH44685PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
4055 EMBASSY PARKWAY SUITE 110FAIRLAWNOH44333PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
4211 ST RT 44 SUITE 1550ROOTSTOWNOH44272PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
4211 STATE RT 44 SUITE 110ROOTSTOWNOH44274PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
4211 STATE RT 44 SUITE 130ROOTSTOWNOH44272PHYSICIAN OFFICE
SUMMA PSYCHIATRY ASSOCIATES
4211 STATE RT 44 SUITE 150ROOTSTOWNOH44273PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
45 ARCH ST SUITE 500AKRONOH44304PHYSICIAN OFFICE - Traumatic Stress Center
SUMMA HEALTH MEDICAL GROUP
45 ARCH ST SUITE 600AKRONOH44304PHYSICIAN OFFICE - Juve BH Pavilion
SUMMA HEALTH MEDICAL GROUP
47 N MAIM ST SUITE 138AKRONOH44308PHYSICIAN OFFICE - Akron Physician Wellness Institute
SUMMA HEALTH MEDICAL GROUP
500 PORTAGE LAKES DRIVE SUITE AAKRONOH44319PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
500 PORTAGE LAKES DRIVE SUITE BAKRONOH44319PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
51 PARK WEST BLVD SUITE 200AKRONOH44320PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
525 E MARKET ST SUITE 400AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
525 E MARKET ST SUITE 3EAKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
525 EAST MARKET STSUITE 1-NAKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
55 ARCH ST SUITE 2AAKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
55 ARCH ST SUITE 3AAKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
55 ARCH ST SUITE 1AAKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
55 ARCH ST SUITE 1BAKRONOH44304PHYSICIAN OFFICE
PROFESSIONAL CENTER SOUTH
55 ARCH SUITE 2AAKRONOH44304FAMILY MEDICINE, INTERNAL MEDICINE
SUMMA HEALTH MEDICAL GROUP
5655 HUDSON DR SUITE 200HUDSONOH44236PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
5655 HUDSON DR SUITE 315HUDSONOH44236PHYSICIAN OFFICE
SUMMA PSYCHIATRY ASSOCIATES
5655 HUDSON DRIVE SUITE 305HUDSONOH44236PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
60 NORTH AVETALLMADGEOH44278PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
621 SCHOOL DRWADSWORTHOH44281PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
623 E MARKET STAKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 104AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 201AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 202AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 301AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 302AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 401AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 402AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 406AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 410AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 501AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 506AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE B1AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE G2AKRONOH44304PHYSICIAN OFFICE
SUMMA DENTAL CENTER
75 ARCH ST SUITE 303AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH STSUITE 206AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
91 5TH STREETBARBERTONOH44203PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 115AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 150AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 165AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 175AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 215AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 240AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 270AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH STSUITE 220AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH STSUITE 260AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH STSUITE 300AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH STSUITE 350AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH STSUITE G50AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
AES BUILDING 388 SOUTH MAIN SUITEAKRONOH44311PHYSICIAN OFFICE

Supplemental Information Detail SupplementalInformationDetail (19 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part I, Line 3cSUMMA HEALTH SYSTEM RESERVES THE RIGHT TO CONSIDER A DISCOUNT OR DISCOUNTED CARE TO ANY INDIVIDUAL WHO MAY FALL OUTSIDE THE PARAMETERS SET FORTH IN THE HOSPITAL FINANCIAL ASSISTANCE PROGRAM POLICY, WHERE SUCH INDIVIDUAL WHO HAS BEEN IDENTIFIED, IN THE SOLE DISCRETION OF HOSPITAL FACILITY AND APPROVED BY THE SYSTEM DIRECTOR HAVING EXCEPTIONAL MEDICAL CIRCUMSTANCES (I.E. TERMINAL ILLNESS, EXCESSIVE MEDICAL BILLS AND/OR MEDICATIONS, ETC.)
Schedule H, Part VI, Line 7 FACILITY REPORTING SUMMA HEALTH & SUMMA REHABSTATE FILING OF COMMUNITY BENEFIT REPORT: THE STATE OF OHIO DOES NOT REQUIRE THE FILING OF THE COMMUNITY BENEFIT REPORT. HOWEVER, OHIO REQUIRES ALL TAX-EXEMPT HOSPITALS TO SUBMIT TO THE OHIO DEPARTMENT OF HEALTH (ODH)EXISTING COMMUNITY HEALTH NEEDS ASSESSMENTS AND PLANS. ADDITIONALLY, HOSPITALS ARE REQUIRED TO SUBMIT TO ODH A COPY OF THE HOSPITAL'S SCHEDULE H (FORM 990), CORRESPONDING ATTACHMENTS AND REPORTING ON FINANCIAL ASSISTANCE AND MEANS-TESTED GOVERNMENT PROGRAMS AND COMMUNITY BUILDING ACTIVITIES IN PARTS I AND II OF SCHEDULE H.
Schedule H, Part I, Line 6a Community benefit report prepared by related organizationSUMMA HEALTH
Schedule H, Part I, Line 7g Subsidized Health ServicesTHE AMOUNT OF SUBSIDIZED HEALTH SERVICES REPORTED ON LINE 7(G) ATTRIBUTABLE TO SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP IS $32,603,081.
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistanceEXPLANATION OF COST METHODOLOGY USED FOR CALCULATING LINE 7 TABLE: COST OF FINANCIAL ASSISTANCE AT COST WAS CALCULATED WITH A COST TO CHARGE RATIO USING WORKSHEET 2. THE COST RELATED TO MEDICAID PATIENTS WAS CALCULATED WITH A COST TO CHARGE RATIO USING WORKSHEET 2. FOR SUBSIDIZED ERVICES SUMMA HEALTH'S COST ACCOUNTING SYSTEM IS USED TO DETERMINE COST RELATED TO SPECIFIC SERVICES EXCLUDING TRADITIONAL MEDICAID AND MEDICAID MANAGED CARE PATIENTS. COSTS FOR CHARITY AND BAD DEBT ACCOUNTS ARE DEDUCTED USING A RATIO OF COST TO CHARGE SPECIFIC TO THAT SUBSIDIZED SERVICE. COSTS FOR OTHER PROGRAMS REFLECT THE DIRECT AND INDIRECT COSTS OF PROVIDING THOSE PROGRAMS.
Schedule H, Part II Community Building ActivitiesGUIDED BY OUR COMMUNITY HEALTH NEEDS ASSESSMENT, SUMMA HEALTH ADDRESSES A RANGE OF COMMUNITY NEEDS, INCLUDING ECONOMIC DEVELOPMENT OPPORTUNITIES, HEALTH IMPROVEMENT, POVERTY, FOOD INSECURITY, WORKFORCE DEVELOPMENT AND ACCESS TO HEALTH CARE. SUMMA HEALTH HOSPITALS CONDUCT COMMUNITY HEALTH EDUCATION AND SUPPORT GROUPS, HEALTH FAIRS AND SCREENINGS FOR THE COMMUNITIES SERVED. SUMMA HEALTH HOSPITALS COLLABORATE WITH STATE AND LOCAL LEADERSHIP TO ADDRESS COMMUNITY NEEDS AND PROVIDE HEALTHCARE SERVICES TO UNDERSERVED POPULATIONS. SUMMA HEALTH HOSPITALS PROVIDE PROGRAMS TO IMPROVE THE PHYSICAL SURROUNDINGS IN THE COMMUNITIES SERVED. A ROBUST ECONOMY POSITIVELY IMPACTS RESIDENTS COVERED BY HEALTH INSURANCE AND IMPROVES THE CAPACITY OF THE COMMUNITY TO SUPPORT HEALTH SERVICES. SUMMA IS PROUD TO CONTRIBUTE TO THE ECONOMIC GROWTH OF THE COMMUNITIES WE SERVE. SUMMA HEALTH PROVIDES EMPLOYMENT TO OVER 8,100 EMPLOYEES AND PHYSICIANS AND IS THE LARGEST EMPLOYER IN SUMMIT COUNTY. SUMMA'S CAPITAL INVESTMENTS IN OUR FACILITIES WITHIN OUR REGION, PROVIDE CONSTRUCTION AND HOSPITAL BASED JOBS. NEW STATE OF THE ART OUTPATIENT HEALTH CENTERS IN THE REGION HAVE SPURRED ECONOMIC GROWTH WHILE GIVING PEOPLE ACCESS TO THE CARE THEY NEED CLOSE TO HOME AND EXPANDING OUR COMMUNITY BENEFIT PROGRAMS.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amountAN ESTIMATED PROVISION FOR DOUBTFUL ACCOUNTS IS RECORDED THAT RESULTS IN NET PATIENT SERVICE REVENUE BEING REPORTED AT THE NET AMOUNT EXPECTED TO BE RECEIVED. SUMMA HAS DETERMINED, BASED ON AN ASSESSMENT AT THE CONSOLIDATED LEVEL, THAT PATIENT SERVICE REVENUE IS PRIMARILY RECORDED PRIOR TO ASSESSING THE PATIENT'S ABILITY TO PAY AND AS SUCH, THE ENTIRE PROVISION FOR DOUBTFUL ACCOUNTS RELATED TO PATIENT REVENUE IS RECORDED AS A DEDUCTION FROM PATIENT SERVICE REVENUE IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF OPERATIONS. AT THE POINT IN TIME THAT A CHARGE IS BELIEVED TO BE UNCOLLECTIBLE, THE RELATED RECEIVABLE IS WRITTEN OFF AS A DOUBTFUL ACCOUNT. SUMMA MAINTAINS AN ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED ON THE EXPECTED COLLECTABILITY OF PATIENT ACCOUNTS RECEIVABLE. THE PROVISION FOR DOUBTFUL ACCOUNTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING HISTORICAL BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTH CARE COVERAGES, AND OTHER COLLECTION INDICATORS. PERIODICALLY THROUGH THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE BY PAYOR CATEGORY. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE MODIFICATIONS TO THE PROVISION FOR DOUBTFUL ACCOUNTS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR THE UNCOLLECTIBLE RECEIVABLES.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnoteSUMMA HEALTH'S AUDITED FINANCIAL STATEMENTS NOTES TO CONSOLIDATED FINANCIAL STATEMENTS, 13. PATIENT SERVICE REVENUE, PAGE 36 to 38.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costsDESCRIBE EXTENT ANY SHORTFALL FROM LINE 7 IS TREATED AS COMMUNITY BENEFIT AND COSTING METHODOLOGY OR SOURCE USED TO DETERMINE AMOUNT ON LINE 6: INCLUSION OF ALL COSTS ASSOCIATED WITH THE ORGANIZATION'S PARTICIPATION IN MEDICARE PROGRAMS WOULD SIGNIFICANTLY INCREASE THE MEDICARE SHORTFALL REPORTED ON SCHEDULE H, PART III, LINE 7. THE ORGANIZATION'S MEDICARE SHORTFALL IS ATTRIBUTABLE TO REIMBURSEMENTS THAT ARE LESS THAN THE COST OF PROVIDING PATIENT CARE AND SERVICES TO MEDICARE BENEFICIARIES AND DOES NOT INCLUDE ANY AMOUNTS THAT RESULT FROM INEFFICIENCIES OR POOR MANAGEMENT. THE ORGANIZATION ACCEPTS ALL MEDICARE PATIENTS KNOWING THAT THERE MAY BE SHORTFALLS, THEREFORE IT HAS TAKEN THE POSITION THAT ANY SHORTFALL SHOULD BE COUNTED AS PART OF ITS COMMUNITY BENEFIT. COSTING METHOD USED WAS TOTAL ALLOWABLE COST LESS ALL COSTS DEEMED NON-ALLOWABLE BY MEDICARE REGULATIONS. MEDICARE ALLOWABLE COST ARE BASED ON INFORMATION PROVIDED ON WORKSHEET B, PART I, COLUMN 26, LINE 118 FROM THE VARIOUS HOSPITALS' MEDICARE COST REPORTS.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistanceDID COLLECTION POLICY CONTAIN PROVISIONS ON COLLECTION PRACTICES FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR ASSISTANCE: SUMMA WILL NOT PURSUE LEGAL ACTION FOR NON-PAYMENT OF BILLS AGAINST ANY PATIENT WHO IS WITHOUT ACCESS TO HEALTH INSURANCE AND WITHOUT OTHER SIGNIFICANT INCOME OR NET WORTH. BEFORE INITIATING LEGAL ACTION FOR NON-PAYMENT, OUR HOSPITALS WILL, IN CONJUNCTION WITH THE PATIENT, MAKE SURE THAT THE PATIENT IS NOT ELIGIBLE FOR ANY ASSISTANCE PROGRAM AND DOES NOT QUALIFY UNDER THE HOSPITALS' CHARITY CARE POLICY.
Schedule H, Part V, Section B, Line 16a FAP website- SUMMA HEALTH SYSTEM: Line 16a URL: https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistance; - SUMMA REHAB HOSPITAL, LLC: Line 16a URL: https://summarehabhospital.com/financial-assistance/;
Schedule H, Part V, Section B, Line 16b FAP Application website- SUMMA HEALTH SYSTEM: Line 16b URL: https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistance; - SUMMA REHAB HOSPITAL, LLC: Line 16b URL: https://summarehabhospital.com/financial-assistance/;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website- SUMMA HEALTH SYSTEM: Line 16c URL: https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistance; - SUMMA REHAB HOSPITAL, LLC: Line 16c URL: https://summarehabhospital.com/financial-assistance/;
Schedule H, Part VI, Line 2 Needs assessmentIN ADDITION TO THE CHNA DESCRIBED IN PART V, SECTION B, THE HEALTH CARE NEEDS OF THE COMMUNITY ARE COLLABORATIVELY ASSESSED BY SURVEY PROCESSES CONDUCTED BY SUMMA HEALTH, SUMMIT COUNTY PUBLIC HEALTH, AND SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistanceIN ACCORDANCE WITH THE RULES SET FORTH BY OHIO ADMINISTRATIVE CODE SECTION 2101:3-2-07.17 NOTICES, SUMMA HEALTH SYSTEM'S HOSPITALS HAVE NOTICES POSTED IN THE EMERGENCY ROOMS, ADMISSION AREAS, CASHIER'S OFFICE, AND OTHER PATIENT AREAS. THE NOTICES SPECIFY THE RIGHTS OF INDIVIDUALS TO RECEIVE WITHOUT CHARGE, MEDICALLY NECESSARY HOSPITAL-LEVEL SERVICES. A FINANCIAL ADVOCATE IS AVAILABLE TO PATIENTS AT THE POINT OF ADMISSION AND PRIOR TO SCHEDULED OUTPATIENT SERVICE. FINANCIAL ADVOCATE REVIEWS THE AVAILABILITY OF FINANCIAL ASSISTANCE PROGRAMS AND ASSISTS WITH APPLICATION COMPLETION. THE SUMMA WEBSITE PROVIDES DETAILED INFORMATION REGARDING FINANCIAL ASSISTANCE ALONG WITH THE FINANCIAL ASSISTANCE APPLICATION. CUSTOMER SERVICE REPRESENTATIVES ARE AVAILABLE TO PROVIDE FINANCIAL COUNSELING TO PATIENTS WHO CALL. CUSTOMER SERVICE REPRESENTATIVES ASSIST THE PATIENT IN COMPLETING THE FINANCIAL ASSISTANCE APPLICATION. CUSTOMER SERVICE REPRESENTATIVES MAKE OUTGOING CALLS TO DISCUSS AND EDUCATE PATIENT ON FINANCIAL ASSISTANCE. PATIENT BILLING STATEMENTS CONTAIN CONTACT INFORMATION AND INFORMATION ABOUT FINANCIAL ASSISTANCE. THE STATEMENT INCLUDES AN APPLICATION FOR FINANCIAL ASSISTANCE. SUMMA HEALTH CONTRACTS WITH CORPORATE PARTNERS WHO MEET WITH INHOUSE PATIENTS. AVAILABILITY OF COUNTY AND FEDERAL ASSISTANCE PROGRAMS IS REVIEWED. A FINANCIAL ASSISTANCE APPLICATION IS COMPLETED DURING THIS MEETING. THIS CORPORATE PARTNER ALSO MAKES OUTGOING CALLS AND SENDS LETTERS TO PATIENTS WHO HAD OUTPATIENT PROCEDURES INFORMING THEM OF FINANCIAL ASSISTANCE.
Schedule H, Part VI, Line 4 Community informationSUMMA HEALTH WITH HOSPITAL CAMPUSES IN AKRON AND BARBERTON SERVES A DIVERSE COMMUNITY CHARACTERIZED BY A MIX OF URBAN AND SUBURBAN POPULATIONS. THE SUMMA AKRON CAMPUS IS LOCATED IN THE HEART OF AKRON, OHIO, A CITY IN SUMMIT COUNTY KNOWN FOR ITS RICH INDUSTRIAL HISTORY AND DIVERSE COMMUNITY. AKRON IS CHARACTERIZED BY A MIX OF URBAN AND SUBURBAN AREAS, WITH A POPULATION THAT INCLUDES A SIGNIFICANT NUMBER OF ELDERLY RESIDENTS AS WELL AS YOUNGER FAMILIES AND PROFESSIONALS. THE CITY IS HOME TO VARIOUS ETHNIC GROUPS, NOTABLY AFRICAN AMERICAN AND HISPANIC COMMUNITIES. AKRON EMPHASIZES EDUCATION, HEALTHCARE, AND COMMUNITY DEVELOPMENT, WITH NUMEROUS CULTURAL AND RECREATIONAL OPPORTUNITIES CONTRIBUTING TO ITS VIBRANT LOCAL LIFE.BARBERTON, WHERE THE SUMMA BARBERTON CAMPUS IS LOCATED, IS A SMALL CITY IN SUMMIT COUNTY WITH A RICH INDUSTRIAL HISTORY. THE COMMUNITY IS KNOWN FOR ITS WORKING-CLASS ROOTS AND STRONG SENSE OF LOCAL PRIDE. BARBERTON HAS A DIVERSE POPULATION, WITH A MIX OF FAMILIES, ELDERLY RESIDENTS, AND A GROWING NUMBER OF YOUNGER INDIVIDUALS AND PROFESSIONALS. THE CITY PLACES A HIGH VALUE ON COMMUNITY HEALTH, EDUCATION, AND LOCAL CULTURE, WITH NUMEROUS PARKS, RECREATIONAL FACILITIES, AND COMMUNITY EVENTS CONTRIBUTING TO A VIBRANT AND CONNECTED COMMUNITY LIFE. THE REGION HAS A DEMOGRAPHIC COMPOSITION THAT INCLUDES A SIGNIFICANT PROPORTION OF ELDERLY RESIDENTS, REFLECTING THE NEED FOR COMPREHENSIVE HEALTHCARE SERVICES TAILORED TO AGING POPULATIONS. ADDITIONALLY, THE COMMUNITY IS ETHNICALLY DIVERSE, WITH NOTABLE AFRICAN AMERICAN AND HISPANIC POPULATIONS, NECESSITATING CULTURALLY COMPETENT HEALTHCARE PRACTICES AND PROGRAMS TO ADDRESS THE SPECIFIC HEALTH NEEDS OF THESE GROUPS. SUMMA HEALTH'S SERVICES CATER TO THESE VARIED DEMOGRAPHICS, ENSURING ACCESSIBLE AND EQUITABLE HEALTHCARE FOR ALL RESIDENTS IN THE AREA. THERE WERE 535,733 PEOPLE LIVING IN SUMMIT COUNTY IN. IN SUMMIT COUNTY, 23.5% OF THE POPULATION IS NON-WHITE, COMPARED TO 19.4% IN THE STATE. EDUCATIONAL ATTAINMENT IS SLIGHTLY HIGHER IN SUMMIT COUNTY THAN THE STATE OF OHIO, WITH 93.6% HAVING A HIGH SCHOOL DIPLOMA OR HIGHER AND 34.6% HAVING A BACHELOR'S DEGREE OR HIGHER. SIMILARLY, ANNUAL PER CAPITA INCOME IN SUMMIT COUNTY IS SLIGHLTY HIGHER THAN THE STATE OF OHIO AT $40,786; THE MEDIAN HOUSEHOLD INCOME IS $68,360; THE PERCENT OF SUMMIT COUNTY RESIDENTS LIVING IN POVERTY IS 12.6%. OF THE HOUSEHOLDS IN SUMMIT COUNTY, 47.9% MAKE LESS THAN $50,000 ANNUALLY. HOWEVER, THE CITY OF AKRON, WHICH IS THE LARGEST CITY IN SUMMIT COUNTY HAS A MEDIAN HOUSEHOLD INCOME IS $45,538 WITH A POVERTY RATE OF 23% FOR THE CALENDAR YEAR 2023. THE UNEMPLOYMENT RATE IN SUMMIT COUNTY REBOUNDED AFTER BEING IMPACTED BY COVID-19. IN 2020, THE HIGHEST RATE WAS IN APRIL AT 14.7%, IN 2023 WAS 3.4% FOR SUMMIT COUNTY. THERE ARE TWO MEDICALLY UNDERSERVED AREAS (MUAs) PRESENT IN SUMMIT COUNTY: THE SOUTHEAST AKRON AND SUMMIT SERVICE AREAS. LOW INCOMES AND AN INCREASING UNEMPLOYMENT RATE ADD TO SUMMA'S BURDEN FOR CHARITY CARE. DESPITE THESE CHALLENGES, DEMAND FOR SUMMA'S SERVICES IN THESE COMMUNITIES IS PROJECTED TO GROW. MORE IMPORTANTLY, THE AGE GROUP THAT DEMAND HEALTHCARE SERVICES THE MOST (AGE 65 AND OLDER) IS EXPECTED TO GROW SIGNIFICANTLY. THIS AGE GROUP IS EXPECTED TO INCREASE 16.0% IN SUMMIT COUNTY OVER THE FIVE-YEAR PERIOD.
Schedule H, Part VI, Line 5 Promotion of community healthSUMMA PROPOSES THAT ALL OF ITS ACTIONS EITHER DIRECTLY PROVIDE CARE TO OUR PATIENTS, OR CONTRIBUTE TO A HEALTHIER COMMUNITY, BOTH BY THE DIRECT INVESTMENTS IN THE DELIVERY OF HEALTHCARE AND IN PROVIDING SPECIALIZED INPATIENT AND OUTPATIENT CARE FOR PATIENTS OF ALL AGES THROUGHOUT NORTHEAST OHIO. AMONG THE WAYS THE HOSPITALS WITHIN SUMMA HEALTH PROMOTE THE HEALTH OF THE COMMUNITY ARE BY MAINTAINING AN INDEPENDENT MEDICAL STAFF AND A COMMUNITY ENGAGEMENT COMMITTEE (CEC). SUMMA IS COMPRISED OF AN INDEPENDENT MEDICAL STAFF AND EXTENDS THE OPPORTUNITY FOR ALL QUALIFIED PHYSICIANS TO APPLY FOR MEDICAL STAFF MEMBERSHIP AND HOSPITAL PRIVLEGES. THE CEC OF THE SUMMA HEALTH BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT AND IMPLEMENTATION OF SUMMA HEALTH'S COMMUNITY BENEFIT, COMMUNITY OUTREACH, AND COMMUNITY RELATIONS ACTIVITIES AND STRATEGIES, AS DIRECTED BY THE SUMMA HEALTH BOARD. THE CEC IS COMPRISED OF 17 DIVERSE COMMUNITY LEADERS, 100% OF THEM RESIDE OR WORK IN SUMMA'S PRIMARY AREA. SUMMA CONTINUES TO INVEST IN ITSELF AND THE COMMUNITY THROUGH ENHANCED CLINICAL SERVICES, RESEARCH, EDUCATIONAL PROGRAMS, AND CAPITAL IMPROVEMENTS THAT MEET THE HEALTH CARE NEEDS OF THE COMMUNITIES AND PATIENTS WE SERVE. SUMMA HAS MADE SIGNIFICANT MULTI-MILLION DOLLAR INVESTMENT TO EXPAND AND ENHANCE SERVICES AT THE AKRON AND BARBERTON CAMPUS IMPACTING BOTH INPATIENT AND OUTPATIENT SERVICES AND ADDRESSING THE GREATEST NEEDS IN OUR COMMUNITY. THROUGHOUT 2023 SUMMA HEALTH FOCUSED ON INVESTING IN INNOVATIVE WAYS TO DELIVER HIGH-QUALITY PATIENT CARE. ONE OF SUMMA HEALTH'S PREMIERE ACCOMPLISHMENTS IN 2023 INCLUDED THE UNVEILING OF OUR 2023-2025 STRATEGIC PLAN, "CONNECTING OUR COMMUNITY TO THE FUTURE OF HEALTHCARE." THE PLAN PROVIDES AN IN-DEPTH LOOK AT WHERE WE ARE GOING AS AN ORGANIZATION AND OUR KEY AREAS OF FOCUS: * INVESTING IN OUR PEOPLE * CREATING ONE SUMMA EXPERIENCE * EXPANDING THE CONTINUUM, AND * PURSUING REGIONALIZATION SUMMA ALSO PROUDLY OPENED THE JUVE FAMILY BEHAVIORAL HEALTH PAVILION, A SHINING TESTAMENT TO OUR COMMITMENT TO THE BEHAVIORAL HEALTH NEEDS OF OUR COMMUNITY. THIS STATE-OF-THE-ART BEHAVIORAL HEALTH PAVILION UNDERSCORES HOW WE CARE FOR OUR COMMUNITY AS A WHOLE AND THE IMPORTANCE WE PLACE ON BEHAVIORAL HEALTH TREATMENT. THE 64 PRIVATE ROOM INPATIENT AND OUTPATIENT FACILITY SERVES AS A HOME TO ALL LEVELS OF BEHAVIORAL HEALTH CARE AND INTEGRATES THESE SERVICES WITH THE MEDICAL CARE ON OUR AKRON CAMPUS, ENHANCING OUR ABILITY TO TAKE CARE OF THE WHOLE PERSON. THOUGHTFUL DESIGN WENT INTO CREATING SPACES THAT PROVIDE A HIGH QUALITY, COMFORTING EXPERIENCE FOR PATIENTS AND STAFF. SERVICES INCLUDE: * PARTIAL HOSPITALIZATION AND INTENSIVE OUTPATIENT PROGRAMS * TRAUMATIC STRESS CENTER * TRADITIONAL OUTPATIENT PSYCHIATRY AND PSYCHOLOGY SERVICES * INPATIENT CARE THIS INVESTMENT WILL PROVIDE THE MOST ADVANCED BEHAVIORAL HEALTH FACILITY IN THE AKRON AREA AND WILL SERVE AS A HOME FOR ALL LEVELS OF BEHAVIORAL HEALTHCARE. SUMMA HEALTH CONTINUED OUR EFFORTS TO ENHANCE ACCESS TO CARE WITH OPENING THE SUMMA HEALTH WOUND CARE AND HYPERBARIC MEDICINE CENTER. OPENED IN EARLY MARCH, THE BRIGHT AND SPACIOUS NEW WOUND CARE FACILITY FEATURES 14 PRIVATE EXAM ROOMS AND THREE HYPERBARIC CHAMBERS. IT'S ALSO IN CLOSE PROXIMITY TO THE HOSPITAL, WHICH ENHANCES OUR ABILITY TO CARE FOR THE WHOLE PERSON. IN 2023, TO ADVANCE CLINICAL EXCELLENCE WE ALSO OPENED THE SUMMA HEALTH CENTER FOR CLINICAL INQUIRY, WHICH SUPPORTS STAFF IN USING AN EVIDENCE-BASED METHODOLOGY TO ANSWER CLINICAL QUESTIONS, DEVELOP PROCESS IMPROVEMENTS AND MAKE INFORMED PATIENT-CARE DECISIONS. IN 2023, SUMMA HEALTH ALSO ACHIEVED EPIC GOLD STARS LEVEL 9 DESIGNATION IN RECOGNITION OF THE ELECTRONIC HEALTH RECORD SOLUTIONS OFFERED SINCE OUR EPIC GO-LIVE IN OCTOBER 2022. ONLY 16% OF INDUSTRY ORGANIZATIONS ACHIEVE LEVEL 9 DISTINCTION, PLACING SUMMA HEALTH IN A SELECT GROUP OF TOP PERFORMERS. THIS IS PARTICULARLY SIGNIFICANT SINCE SUMMA HEALTH ACHIEVED LEVEL 9, MEANING THAT WE HAVE ADOPTED AT LEAST 85 PERCENT OF THE EPIC GOLD STAR FEATURES, JUST NINE MONTHS AFTER GO-LIVE. THIS NEW, MORE INDEPENDENT MODEL ALLOWS SUMMA HEALTH TO HARNESS DIGITAL TECHNOLOGIES IN SMART WAYS FOR THE BENEFIT OF OUR PATIENTS, CLINICIANS AND COMMUNITIES - BUILDING THE FOUNDATION FOR OPERATIONAL EXCELLENCE AND NEW BUSINESS GROWTH ENABLED BY TECHNOLOGY. SUMMA'S HOSPITALS ADDRESS HEALTH DISPARITIES THROUGH PRACTICE, RESEARCH, EDUCATION AND COLLABORATION WITH OTHER COMMUNITY ORGANIZATIONS. CONTRIBUTIONS, BOTH FINANCIAL AND IN-KIND, ARE MADE TO INITIATIVES AND PROGRAMMING (I.E. FEDERALLY QUALIFIED HEALTH CENTER, OPEN M, CENTER FOR COMMUNITY HEALTH IMPROVEMENT) THAT ARE DEEMED TO PROMOTE THE HEALTH, WELLNESS AND IMPROVED QUALITY OF LIFE FOR THE COMMUNITIES SUMMA HEALTH SERVES. ONE SPECIFIC WAY SUMMA PROMOTED THE HEALTH OF OUR COMMUNITY WAS BY UTILIZING ITS MOBILE HEALTH UNIT. THROUGHOUT 2023, SUMMA PARTICIPATED IN OVER 140 OUTREACH EVENTS THROUGHOUT THE COMMUNITY. SERVICES PROVIDED AT THESE EVENTS INCLUDED OUTREACH, EDUCATION, ACCESS TO CLINICAL SERVICES, VARIOUS SCREENINGS & VACCINES. SUMMA HEALTH ALSO MADE SIGNIFICANT STRIDES IN OUR DIVERSITY, EQUITY AND INCLUSION (DEI) EFFORTS. WE IMPLEMENTED UNCONSCIOUS BIAS TRAINING FOR ALL EMPLOYEES. WE DEVELOPED A DIVERSITY SCORECARD TO HOLD OUR ORGANIZATION ACCOUNTABLE AND CREATE TRANSPARENCY WITH OUR DEI EFFORTS. WE PROVIDED DEI EDUCATION FOR OUR BOARD MEMBERS AND STAFF. AS PART OF THE INTENTIONAL WORK AND STRATEGY OF DEI LED SUMMA TO FOCUS ON THREE AREAS: EDUCATION, ADVOCACY AND HEALTH. TO LEARN MORE ABOUT THESE FOCUS AREAS AND THE IMPACT WE HAVE MADE, REVIEW THE FOLLOWING REPORT AT: HTTPS://WWW.SUMMAHEALTH.ORG/-/MEDIA/PROJECT/SUMMAHEALTH/WEBSITE/PAGE-CONTENT/ABOUT-US/COMMUNITY-BENEFIT-AND-DIVERSITY/CRD-24-68266-DEI-OUTCOMES-INFOGRAPHIC_2023-(2).PDF
Schedule H, Part VI, Line 6 Affiliated health care systemSUMMA HEALTH, EIN 34-1887844, IS THE PARENT ORGANIZATION OF SUMMA HEALTH SYSTEM. SUMMA HEALTH IS ONE OF THE LARGEST INTEGRATED DELIVERY SYSTEMS IN OHIO, ENCOMPASSING A NETWORK OF HOSPITALS, COMMUNITY-BASED HEALTH CENTERS, A HEALTH PLAN, A PHYSICIAN-HOSPITAL ORGANIZATION, RESEARCH AND MEDICAL EDUCATION AND A FOUNDATION. SUMMA HEALTH IS RENOWNED FOR EXCELLENCE IN PATIENT CARE AND FOR EXCEPTIONAL APPROACHES TO HEALTHCARE DELIVERY. SUMMA HEALTH PROVIDED INPATIENT CARE THROUGH FACILITIES LOCATED ON TWO MAIN CAMPUSES AND IN ADDITION, OUTPATIENT CARE IS EXTENDED THROUGHOUT THE REGION IN A NUMBER OF OUTPATIENT CENTERS, BOTH HOSPITAL-BASED AND FREESTANDING. SUMMA HEALTH SYSTEM'S AKRON TERTIARY CAMPUS IS LOCATED IN DOWNTOWN AKRON, OHIO AND HAS SERVED, TOGETHER WITH SUMMA HEALTH, AS THE LARGEST SAFETY-NET HOSPITAL IN THE COMMUNITY FOR MANY YEARS. THE BARBERTON CAMPUS IS A 222-BED HOSPITAL FACILITY THAT OFFERS INPATIENT SERVICES, OUTPATIENT SERVICES AND COMMUNITY OUTREACH PROGRAMS. THE BARBERTON CAMPUS IS LOCATED IN THE CITY OF BARBERTON IN SOUTHERN SUMMIT COUNTY. SUMMA REHAB HOSPITAL, LLC, A JOINT VENTURE BETWEEN SUMMA HEALTH SYSTEM AND VIBRA HEALTHCARE, OPENED ON THE CAMPUS OF SUMMA AKRON CITY HOSPITAL IN 2012. THIS 60-BED FREE STANDING FACILITY PROVIDES INPATIENT REHABILITATION CARE AND SERVICES AND ADHERES TO SUMMA'S CHARITY CARE POLICY. ESTABLISHED IN 1993, SUMMACARE OFFERS HEALTH CARE COVERAGE TO MEMBERS including members insured through ITS STATUS AS A MEDICARE ADVANTAGE ORGANIZATION. SUMMACARE IS RECOGNIZED BY THE HEALTH INDUSTRY RESEARCH COMPANY AS A HEALTH PLAN WITH EFFECTIVE DISEASE MANAGEMENT PROGRAMS FOR ASTHMA, HEALTH FAILURE AND DIABETES. SUMMACARE, ALONG WITH ITS THIRD-PARTY ADMINISTRATIVE SERVICES PRODUCTS COVERS OVER 62,000 MEMBERS. SUMMA FOUNDATION IS A NONPROFIT ORGANIZATION ADVANCING TRANSFORMATIONAL PHILANTHROPY, COMMUNITY UNDERSTANDING AND GOODWILL FOR THE PROGRAMS AND PRIORITIES OF SUMMA HEALTH. SUMMA HEALTH NETWORK, LLC IS THE INTEGRATED PHYSICIAN-HOSPITAL ORGANIZATION AFFILIATED WITH SUMMA HEALTH. WITH MORE THAN 2, 280 PHYSICIANS PARTICIPATING, SUMMA HEALTH NETWORK OVERSEES MUTUALLY BENEFICIAL CONTRACTS WITH INSURANCE COMPANIES, PREFERRED PROVIDER ORGANIZATIONS, THIRD-PARTY ADMINISTRATORS AND OTHER PAYORS ON BEHALF OF ITS PHYSICIANS AND HOSPITAL MEMBERS. SUMMA ACCOUNTABLE CARE ORGANIZATION (D/B/A NEWHEALTH COLLABORATIVE ("NHC")) IS A CLINICIAN-LED COLLABORATIVE, ORGANIZED TO COMPASSIONATELY CARE FOR AND SERVE PATIENTS IN AN ACCOUNTABLE, VALUE AND EVIDENCE-BASED MANNER. IN ACCORDANCE WITH THE AFFORDABLE CARE ACT, NHC CREATES INCENTIVES FOR PROVIDERS TO FURTHER ENHANCE THE QUALITY OF CARE. OHIO HEALTH CHOICE, INC. (OHC) IS OHIO'S OLDEST PREFERRED PROVIDER ORGANIZATION (PPO) NETWORK IN THE STATE. OHC IS CO-OWNED BY SUMMA HEALTH AND CLEVELAND CLINIC MERCY HOSPITAL, AND IS COMPRISED OF approximately 200 HOSPITALS, 8,100 PRIMARY CARE PROVIDERS, 34,400 SPECIALISTS, COVERING MEMBERS ACROSS ALL 88 COUNTIES IN OHIO. SUMMA PHYSICIANS, INC. (D/B/A SUMMA HEALTH MEDICAL GROUP ("SHMG")) IS A MULTI-SPECIALTY PHYSICIAN PRACTICE EMPLOYING OVER 350 PHYSICIANS IN MULTIPLE SPECIALTIES. SHMG PROMOTES STRONGER AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIANS SERVICES ARE MET.
Schedule H, Part VI, Line 7 State filing of community benefit reportOH

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SUMMA HEALTHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11077 GORGE BLVDAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44310ZIPCd
FieldValueIRS element (for citing)
Recipient EIN341887844RecipientEIN
IRC Section510(C)(3)IRCSectionDesc
Cash Grant$1,688,555CashGrantAmt
Purpose Of GrantFUND MANAGEMENT FOR PREVENTION, WELLNESS, ACCESS TO CARE AND HEALTH DISPARITIESPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationTHE PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IS BASED ON THE CRITERIA ESTABLISHED PRIOR TO AWARDING THE GRANT OR ASSISTANCE. ONCE THE CRITERIA IS MET A PAYMENT WILL BE MADE TO THE ORGANIZATION UTILIZING THE FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
T CLIFFORD DEVENY MD
CEO SHS, DIRECTOR SHS & SF$0$1,112,034$0$174,867$0$7,764$0$184,296$0$28,965$0$1,507,926$0$0
JESSICA HUDSON
SF PRESIDENT & CDO$288,087$0$0$0$1,107$0$2,829$0$2,458$0$294,481$0$0$0
WILLIAM BAUMAN MD
DIRECTOR SF, CLINICAL PHYSICIAN$265,720$0$35,749$0$240$0$1,950$0$19,154$0$322,813$0$0$0
PETER BITTENBENDER MD
DIRECTOR SHS & SHMG, CLINICAL PHYSICIAN$642,650$0$71,498$0$540$0$3,300$0$29,602$0$747,590$0$0$0
LYNN HAMRICH MD
DIRECTOR SHS, CLINICAL PHYSICIAN$298,966$0$0$0$897$0$3,086$0$32,361$0$335,310$0$0$0
DAWN AHNER
SVP CFO, TR. SHS & SHMG, SF$0$563,469$0$30,390$0$5,142$0$69,069$0$34,740$0$702,810$0$0
VIVEK BHALLA MD
PRESIDENT SUMMA HEALTH MED.GR.$437,067$0$25,661$0$1,242$0$58,422$0$35,026$0$557,418$0$0$0
ROBERT A GERBERRY
GEN. COUNSEL/SEC. SHS/SHMG$0$465,891$0$67,071$0$2,683$0$62,073$0$23,955$0$621,673$0$0
KATHLEEN BLAKE
SVP, PRESIDENT POST ACUTE/HOME$0$341,086$0$16,970$0$3,597$0$42,385$0$30,872$0$434,910$0$0
PENELOPE GORSUCH DNPRNNEA-BC
SVP & CHF. NURSING EXEC.$0$442,870$0$23,610$0$4,564$0$58,609$0$2,545$0$532,198$0$0
BONNIE PANLASIGUI
SHS PRESIDENT (BEG. 07/23)$293,231$0$0$0$532$0$0$0$13,561$0$307,324$0$0$0
BENJAMIN P SUTTON
EVP COO - PROVIDER OPS. PRESIDENT SHS$0$700,830$0$104,370$0$1,950$0$90,952$0$34,212$0$932,314$0$0
RYAN COMBS MD
CLINICAL PHYSICIAN - SHMG$954,246$0$369,111$0$510$0$3,300$0$29,277$0$1,356,444$0$0$0
DANE DONICH MD
CLINICAL PHYSICIAN - SHMG$1,545,245$0$262,549$0$1,507$0$0$0$23,016$0$1,832,317$0$0$0
PAUL HARTZFELD MD
CLINICAL PHYSICIAN - SHMG$1,542,430$0$0$0$690$0$425$0$31,353$0$1,574,898$0$0$0
BRADLEY INKROTT MD
CLINICAL PHYSICIAN - SHMG$1,278,260$0$635,064$0$510$0$3,181$0$35,266$0$1,952,281$0$0$0
MATTHEW JAYKEL MD
CLINICAL PHYSICIAN - SHMG$1,207,138$0$393,206$0$509$0$3,300$0$29,802$0$1,633,955$0$0$0
DAVID CUSTODIO MD
Former PRESIDENT, SHS (END 11/22)$0$0$0$0$455,768$0$0$0$26,662$0$482,430$0$0$0
MICHAEL HUGHES MD
Former PRESIDENT SUMMA BARBERTON (END 11/22)$0$0$0$0$391,985$0$0$0$22,448$0$414,433$0$0$0

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsSUMMA HEALTH GROSSED UP TAXES FOR YEARS OF SERVICE ANNIVERSARIES IN THE AMOUNT OF $50 FOR EMPLOYEES WHO REACHED IMPORTANT MILESTONE ANNIVERSARIES; 5, 10, 15 YEARS, ETC. INCLUDED IN THESE MILESTONE ANNIVERSARY PAYMENTS WERE ONE OFFICER, ONE HIGHLY COMPENSATED EMPLOYEE, AND ONE DIRECTOR. THE AMOUNT OF THE GROSS UP IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useA HOUSING ALLOWANCE WAS PAID ON BEHALF OF ONE KEY EMPLOYEE. THE AMOUNT IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesSOCIAL CLUB DUES WERE PAID ON BEHALF OF ONE OFFICER. ANY PERSONAL USE IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensationARRANGEMENTS USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: THE COMPENSATION OF THE PRESIDENT AND CEO IS ESTABLISHED BY SUMMA HEALTH, THE RELATED PARENT ORGANIZATION FOR ALL MEMBERS IN THE SUMMA HEALTH SYSTEM GROUP RETURN. SUMMA HEALTH HAS A COMPENSATION COMMITTEE THAT USES AN INDEPENDENT COMPENSATION CONSULTANT, MARKET SURVEYS, AND AN ANNUAL REVIEW PROCESS TO ESTABLISH COMPENSATION FOR THE POSITION OF PRESIDENT AND CEO.
Schedule J, Part I, Line 4a Severance or change-of-control paymentIn 2023, David Custodio, MD and Michael Hughes, MD, received payments in the amounts of $455,768 and $391,985, respectively, from the organization. Severance amounts are treated as taxable compensation.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planA SUPPLEMENTAL EXECUTIVE NON-QUALIFIED RETIREMENT PLAN IS TO PROVIDE KEY EMPLOYEES AND OFFICERS WITH ADDITIONAL COMPENSATION TO SUPPLEMENT THEIR RETIREMENT BENEFITS AND MITIGATE EFFECTS OF QUALIFIED RETIREMENT PLAN LIMITS.THE FOLLOWING LISTED PERSONS RECEIVED BENEFITS FROM THE ORGANIZATION OR FROM A RELATED ORGANIZATION: T. CLIFFORD DEVENY, MD $180,114, VIVEK BHALLA, MD $53,472, DAWN AHNER $69,069, ROBERT A. GERBERRY $57,740, BENJAMIN P. SUTTON $86,002, JESSICA HUDSON $35,196, BONNIE PANLASIGUI $32,124, AND KATHLEEN BLAKE $42,385.
Schedule J, Part I, Line 7 Non-fixed paymentsTHE SUMMA HEALTH SYSTEM MANAGEMENT INCENTIVE PROGRAM IS DESIGNED TO REWARD EMPLOYEES FOR MEETING QUALITY, PERFORMANCE AND FINANCIAL TARGETS. THESE TARGETS INCLUDE CLINICAL QUALITY, PATIENT SATISFACTION, EMPLOYEE/PHYSICIAN SATISFACTION, OPERATING MARGIN, AND THE STRENGTHENING OF THE BALANCE SHEET. PAYMENT IS BASED ON A FACTOR OF BASE COMPENSATION AND IS SUBJECT TO REVIEW AND APPROVAL BY SUMMA'S COMPENSATION COMMITTEE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNum
See Schedule K Part VI
A3414486802012-07-25$32,509,635falsefalsefalse
See Schedule K Part VI
B3414486802014-10-02$79,795,000falsefalsefalse
See Schedule K Part VI
C3414486802016-12-16$204,934,207falsefalsefalse009730NX6
See Schedule K Part VI
D3414486802017-12-22$140,000,000falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapitalized InterestCapitalizedInterestAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtUnspentUnspentAmt
A$29,884,957$32,509,635$32,509,6352012Yes (true)falseYes (true)Yes (true)
B$8,700,000$79,795,000$79,795,0002008Yes (true)falseYes (true)Yes (true)
C$16,250,000$205,384,474$102,782,9492019Yes (true)Yes (true)Yes (true)Yes (true)$1,874,244$201,939$100,525,342
D$6,225,000$142,286,323$6882019falsefalseYes (true)Yes (true)$545,500$141,723,005$17,464

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdTotal Private Business UseTotalPrivateBusinessUsePctOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndPrivate Bus Use By OthersPrivateBusUseByOthersPctChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenInd
A0.0
B0.0falseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)falsefalseYes (true)
C0.006falseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)falseYes (true)Yes (true)0.0060.057Yes (true)
D0.003falseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)falsefalseYes (true)0.003

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd
CITIZENS BANK
AfalsefalseYes (true)falseYes (true)Yes (true)12.0falsefalsefalsefalseYes (true)
(no name)
BfalsefalseYes (true)falseYes (true)Yes (true)20.0falsefalsefalsefalseYes (true)
(no name)
CfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
NATIXIS FUNDING COR
DfalsefalseYes (true)falseYes (true)falseYes (true)falseYes (true)1.1Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (23 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I Akron, Bath & Copley Joint Township Hospital District Series 2018 & 2020 BondsAn additional Schedule K is included to provide for the issuance of the Series 2018 Bonds and the Series 2020 Bonds.
Schedule K, Part I, Column (f) Akron, Bath & Copley Joint Twnshp Hospital District Series 2012 BondsThe purposes of the Series 2012 Bonds were to (1) currently refund the hospital facilities revenue bonds, Series 1998A issued on December 23, 1998 in the original principal amount of $50,000,000, and (2) pay issuance costs.
Schedule K, Part I, Column (b) See Explanation for Bond IdentifierReissued Akron, Bath and Copley Joint Township Hospital District Series 2014 Bonds and Reissued Development Finance Authority of Summit County Port Facilities Revenue Refunding Bonds, Series 2014: The Reissued 2014 Bonds consisted of the following two series of Bonds, which were treated as a single issue of bonds for federal income tax purposes: (1) Akron, Bath and Copley Joint Township Hospital District, Ohio Hospital Facilities Refunding Revenue Bonds, Series 2014A (Summa Health System Obligated Group) issued in the original principal amount of $93,685,000 (the "Series 2014A Bonds"), and (2) Development Finance Authority of Summit County Port Facilities Revenue Refunding Bonds, Series 2014 (Summa Health System Obligated Group Project) issued in the original principal amount of $13,675,000 (the "Development Finance Authority Bonds"). The Series 2014A Bonds and the Development Finance Authority Bonds were each originally issued on October 2, 2014, and were deemed reissued on December 17, 2021 as the result of the replacement of the LIBOR index, related changes to certain components of the formula used to calculate interest, and the extension of the initial mandatory tender date. The Akron, Bath and Copley Joint Township Hospital District's EIN is 34-1448680, and the Development Finance Authority's EIN is 34-1765940.
Schedule K, Part I, Column (f) See Explanation for Bond IdentifierReissued Series 2014A Bonds and Reissued Development Finance Authority Bonds: The purpose of the Series 2014A Bonds was to currently refund the Series 2004B Bonds, which were issued to (1) construct and equip a critical care pavilion, (2) construct and equip other hospital facilities, (3) refund prior issues with the following issue dates: (a) December 22, 1992 and (b) June 10, 1993, (4) pay the initial costs of a liquidity facility, and (5) pay issuance costs. The purpose of the Development Finance Authority Series 2014 Bonds was to currently refund the Series 2006 Bonds, which were issued to (1) acquire a project site for and construct and equip a wellness institute, and (2) pay issuance costs.
Schedule K, Part I, Column (f) Akron, Bath & Copley Joint Twnshp Hospital District Series 2016 BondsThe purpose of the Series 2016 Bonds was to (1) acquire, construct, improve, and equip certain hospital facilities, (2) currently refund all of the outstanding Akron, Bath and Copley Joint Township Hospital District, Ohio Hospital Facilities Refunding Revenue Bonds, Series 2014B (Summa Health System Obligated Group), (3) currently refund all of the outstanding Akron, Bath and Copley Joint Township Hospital District, Ohio Hospital Facilities Revenue Bonds, Series 2015 (Summa Health Obligated Group) issued in the original principal amount of $42,255,000, which were issued to acquire, construct, improve, and equip certain hospital facilities and pay issuance costs, and (4) advance refund $24,495,000 of the outstanding principal amount of the Series 2010 Bonds.
Schedule K, Part I, Column (a) See Explanation for Bond IdentifierAkron, Bath and Copley Joint Township Hospital District Series 2017A Bonds, Series 2017B Bonds, and Series 2017C Bonds: The 2017 Bonds consisted of the following three series of Bonds, which were treated as a single issue of bonds for federal income tax purposes: (1) Akron, Bath and Copley Joint Township Hospital District, Ohio Hospital Facilities Improvement Revenue Bonds, Series 2017A (Summa Health Obligated Group) issued in the original principal amount of $15,000,000, (2) Akron, Bath and Copley Joint Township Hospital District, Ohio Hospital Facilities Improvement Revenue Bonds, Series 2017B (Summa Health Obligated Group) issued in the original principal amount of $75,000,000, and (3) Akron, Bath and Copley Joint Township Hospital District, Ohio Hospital Facilities Improvement Revenue Bonds, Series 2017C (Summa Health Obligated Group) issued in the original principal amount of $50,000,000.
Schedule K, Part I, Column (d) CUSIP NumbersSeries 2017A Bonds: 009730 PA4 Series 2017B Bonds: 009730 PCO Series 2017C Bonds: 009730 PE6
Schedule K, Part II, Line 3 Total Proceeds of Issue - Column CThe difference between the total proceeds of the issue and the issue price provided in Part I, Line C, Column (e) is due to investment proceeds of the issue. This amount is smaller than the amount reported in the 2017 Schedule K because certain disposition proceeds included as proceeds of the Series 2016 Bonds were part of a remedial action under Treasury Regulations Section 1.141-12. Those disposition proceeds are included in the additional Schedule K as the Series 2018 Bonds.
Schedule K, Part II, Line 7 Issuance Costs from Proceeds - Column CThe issuance costs of the issue provided in Part II, Line 7, Column C is less than the issuance costs provided in the Form 8038 for this issue because of the transfer of unexpended money in the expense fund to the project fund for this issue.
Schedule K, Part II, Line 3 Total Proceeds of Issue-Column DThe difference between the total proceeds of the issue and the issue price provided in Part I, Line D, Column (E) is due to investment proceeds of the issue.
Schedule K, Part III, Line 8a Sale of Bond-Financed PropertySumma elected to use the alternative use of disposition proceeds under Regulations Section 1.141-12. An IRS Form 8038 was filed in connection with that remedial action and, accordingly, Summa has reported that remedial action as a reissued bond for purposes of Schedule K.
Schedule K, Part IV, Line 2c Date of Rebate ComputationThe rebate computation for the period of December 21, 2016 to December 21, 2021 was performed on August 29, 2023.
Schedule K, Part IV, Line 4b Name of Hedge ProviderSeries 2014A Reissued Bonds: Goldman Sachs Bank USA. Development Finance Authority Series 2014 Reissued Bonds: PNC Bank, National Association.
Schedule K, Part IV, Line 4c Term of HedgeThe term of the hedge with Goldman Sachs Bank USA is 20 years. The term of the hedge with PNC Bank, National Association is 30 years.
Schedule K, Part I, Column (a) See Explanation for Bond IdentifierAkron, Bath and Copley Joint Township Hospital District Series 2018 Bonds: The Series 2018 Bonds were an alternative disposition of sale proceeds of a portion of property that was financed with the proceeds of the Series 2016 Bonds. The alternative disposition of bond proceeds was a remedial action done in accordance with Regulations Section 1.141-12.
Schedule K, Part I, Column (f) See Explanation for Bond IdentifierAkron, Bath and Copley Joint Township Hospital District Series 2020 Bonds: The purposes of the Series 2020 Bonds were to (1) currently refund the outstanding $159,150,000 principal amount of the hospital facilities revenue bonds, Series 2010 issued on May 11, 2010, (2) pay the costs of terminating a related, integrated hedge agreement, and (3) pay issuance costs.
Schedule K, Part IV, Line 4c Term of HedgeAnticipatory fixed-payor interest rate hedge entered into on August 28, 2019 and terminated on September 10, 2020 simultaneously with the sale of the Series 2020 Bonds.
Schedule K, Part I, Column (a) Schedule K, Part I, Col (a), Line AThe issuer name of Bond A with issuance date 07/25/12 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.
Schedule K, Part I, Column (a) Schedule K, Part I, Col (a), Line BThe issuer name of Bond B with issuance date 10/02/14 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.
Schedule K, Part I, Column (a) Schedule K, Part I, Col (a), Line CThe issuer name of Bond C with issuance date 12/16/16 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.
Schedule K, Part I, Column (a) Schedule K, Part I, Col (a), Line DThe issuer name of Bond D with issuance date 12/22/17 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.
Schedule K, Part I, Column (a) Schedule K II, Part I, Col (a), Line AThe issuer name of Sch K II, Bond A with issuance date 05/15/18 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.
Schedule K, Part I, Column (a) Schedule K II, Part I, Col (a), Line BThe issuer name of Sch K II, Bond B with issuance date 10/14/20 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNum
See Schedule K Part VI
A3414486802018-05-15$16,252,805CONSTRUCT AND EQUIP HOSPITAL FACILITIESfalsefalsefalse
See Schedule K Part VI
B3414486802020-10-14$155,456,329falsefalsefalse009730PWG

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmt
A$16,252,805$16,252,8052019falsefalseYes (true)Yes (true)
B$155,456,3292012Yes (true)falseYes (true)Yes (true)$1,416,436$154,039,893

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPct
AfalseYes (true)Yes (true)Yes (true)false0.0060.006falsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)0.0070.008falsefalseYes (true)Yes (true)0.001

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
(no name)
AfalsefalseYes (true)falsefalsefalsefalsefalseYes (true)
JPMORGAN CHASE BANK
BfalsefalseYes (true)falsefalseYes (true)falsefalseYes (true)falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ALYSSA DRESSMAN
FAMILY MEMBER OF LYNN HAMRICH, MD, SUMMA HEALTH SYSTEM DIRECTOR$35,255EMPLOYMENTfalse
MARIAH HOOD LPN
FAMILY MEMBER OF RAMONA HOOD, SUMMA HEALTH SYSTEM DIRECTOR$46,760EMPLOYMENTfalse

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (18 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 227,057,263 including grants of $ 1,688,555)(Revenue $ 256,942,760) SUMMA HEALTH IS AN INTEGRATED HEALTHCARE DELIVERY SYSTEM THAT PROVIDES COORDINATED, VALUE-BASED CARE ACROSS THE CONTINUUM FOR THE PEOPLE AND POPULATIONS WE SERVE. WE HOLD OURSELVES CLINICALLY AND FINANCIALLY ACCOUNTABLE FOR HEALTH OUTCOMES IN OUR COMMUNITIES. SUMMA HEALTH SERVES HUNDREDS OF THOUSANDS OF PATIENTS EACH YEAR IN COMPREHENSIVE EMERGENCY, ACUTE, CRITICAL, OUTPATIENT AND LONG-TERM/HOMECARE SETTINGS AND REPRESENTS A TOTAL OF 1,023 REGISTERED, INPATIENT BEDS ON THE CAMPUSES OF SUMMA HEALTH SYSTEM AND SUMMA REHAB HOSPITAL. IN ADDITION, OUTPATIENT CARE IS PROVIDED IN MORE THAN 20 COMMUNITY HEALTH CENTERS, URGENT CARE FACILITIES AND EMERGENCY DEPARTMENTS (EDS), SOME INTEGRATED IN THE HEALTHCARE FACILITIES, AND OTHERS ARE FREESTANDING. SUMMA REHAB HOSPITAL IS A JOINT VENTURE IN WHICH SUMMA HEALTH SYSTEM HAS AN INTEREST, AND IS REFERENCED IN THIS DOCUMENT FOR THE PURPOSE OF IDENTIFYING ALL ENTITIES AFFILIATED WITH SUMMA HEALTH. SUMMA'S PROPORTIONATE INTEREST OF THIS JOINT VENTURE'S CHARITY CARE AND OTHER COMMUNITY BENEFITS IS INCLUDED ON SCHEDULE H OF SUMMA HEALTH'S IRS FORM 990 GROUP RETURN. PROVIDING SUPERIOR, MULTI-SPECIALTY PATIENT CARE, MEDICAL RESEARCH AND CONTINUING MEDICAL EDUCATION, SUMMA HEALTH RANKS AS A HIGHLY RECOGNIZED HEALTHCARE PROVIDER IN SEVERAL DISCIPLINES INCLUDING: WEIGHT MANAGEMENT, CARDIOVASCULAR, EMERGENCY, ONCOLOGY, ORTHOPEDICS & SPORTS MEDICINE, SURGERY, PRIMARY CARE, PULMONARY, STROKE, TRAUMA, UROLOGY, WOMEN'S SERVICES AND NURSING BY PRESTIGIOUS ORGANIZATIONS SUCH AS: AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER AMERICAN HEART ASSOCIATION AMERICAN STROKE ASSOCIATION NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS NATIONAL ACCREDITATION PROGRAM FOR RECTAL CANCER AMERICAN NURSING CREDENTIALING CENTER CENTERS FOR MEDICARE AND MEDICAID SERVICES OHIO PATIENT SAFETY INSTITUTE AMERICAN COLLEGE OF RADIATION AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY METABOLIC AND BARIATRIC SURGERY ACCREDITATION AND QUALITY IMPROVEMENT PROGRAM- COMPREHENSIVE CENTER LUNG CANCER ALLIANCE THE JOINT COMMISSION HEALTHGRADES SUMMA HEALTH IS SUMMIT COUNTY'S LARGEST EMPLOYER AND A LEADING ECONOMIC ENGINE FOR THE REGION. SUMMA HEALTH INCLUDES THE FOLLOWING: SUMMA HEALTH SYSTEM: SUMMA HEALTH SYSTEM IS A SINGLE LEGAL ENTITY THAT INCLUDES THREE INPATIENT HOSPITAL CAMPUSES AND SEVERAL AMBULATORY LOCATIONS. SUMMA HEALTH SYSTEM OPERATES THE INPATIENT HOSPITAL LOCATIONS AS WELL AS THE HOSPITAL-BASED OFF-SITE LOCATIONS UNDER THE SAME MEDICARE PROVIDER NUMBER. SUMMA HEALTH EMPLOYS NEARLY 8,400 INDIVIDUALS WITH SUMMA HEALTH SYSTEM ACCOUNTING FOR THE VAST MAJORITY OF THESE EMPLOYEES. SUMMA HEALTH SYSTEM HAS A MEDICAL STAFF OF MORE THAN 1,000 PROFESSIONALS WORKING ON ITS CAMPUSES. SUMMA HEALTH SYSTEM HAS 963 REGISTERED BEDS. THE BUILDINGS AND FACILITIES ON ALL CAMPUSES TOTAL MORE THAN 3 MILLION SQUARE FEET. SUMMA HEALTH SYSTEM- AKRON CAMPUS OFFERS GENERAL MEDICAL, SURGICAL, OBSTETRICAL, TRAUMA AND CRITICAL CARE SERVICES. THE AKRON CAMPUS PROVIDES ACUTE CARE SERVICES AND A WIDE RANGE OF OUTPATIENT SERVICES ON A CAMPUS OF APPROXIMATELY 60 ACRES. SUMMA HEALTH SYSTEM- ST. THOMAS CAMPUS PROVIDES VARIOUS DIAGNOSTIC SERVICES ALONG WITH BEHAVIORAL HEALTH AND SUBSTANCE ABUSE CARE. SUMMA HEALTH SYSTEM- ST. THOMAS CAMPUS WAS ONE OF THE FIRST IN THE COUNTRY TO RECOGNIZE THE MEDICAL ASPECTS OF ALCOHOLISM AS A DISEASE. AS A LEADER IN MEDICAL EDUCATION, SUMMA HEALTH SYSTEM SUPPORTS THE EDUCATION OF ITS PHYSICIANS AND HEALTHCARE PROFESSIONALS. THE AKRON AND ST. THOMAS CAMPUSES ARE TEACHING AFFILIATES OF THE NORTHEAST OHIO MEDICAL UNIVERSITY (NEOMED) AND INCLUDE A STAFF OF PHYSICIANS AND ACCREDITED RESIDENCY AND FELLOWSHIP PROGRAMS THAT FOSTER A DYNAMIC MEDICAL ENVIRONMENT. APPROXIMATELY 90 RESIDENTS AND FELLOWS GRADUATE FROM THE AKRON CAMPUS'S MEDICAL EDUCATION PROGRAMS EACH YEAR. THE BARBERTON CAMPUS HAS A FAMILY PRACTICE RESIDENCY PROGRAM AFFILIATED WITH NEOMED ALONG WITH PROVIDING EDUCATIONAL ROTATIONS FOR MEDICAL STUDENTS. SUMMA HEALTH SYSTEM- BARBERTON CAMPUS SUMMA HEALTH SYSTEM- BARBERTON CAMPUS IS A 500,000 SQUARE FOOT ACUTE CARE TEACHING HOSPITAL LOCATED ON NEARLY 16 ACRES, LOCATED APPROXIMATELY 10 MILES SOUTHWEST OF AKRON, OHIO. THE HOSPITAL HAS 222 REGISTERED BEDS. THE BARBERTON CAMPUS PROVIDES THE COMMUNITY WITH EASY ACCESS TO COMPREHENSIVE, HIGH-QUALITY CANCER SERVICES AT THE COMMISSION ON CANCER ACCREDITED PARKVIEW PAVILION, AS WELL AS THE FULL SPECTRUM OF CARDIOVASCULAR DISEASE CARE INCLUDING DIAGNOSTIC, INTERVENTIONAL AND SURGICAL SERVICES, A STATE-OF-THE-ART ORTHOPEDIC JOINT REPLACEMENT CENTER OF EXCELLENCE, ALONG WITH A VARIETY OF OUTPATIENT SERVICES. CHARITY CARE IN 2023, SUMMA HEALTH PROVIDED CHARITY CARE AT AN ESTIMATED NET COST OF OVER $10.7 MILLION . THIS AMOUNT REPRESENTS THE NET COST ASSOCIATED WITH PROVIDING THE CARE AND DOES NOT INCLUDE BAD DEBT. PATIENTS WITH INCOME UP TO 250% OF THE FEDERAL POVERTY INCOME GUIDELINES OR WHO HAVE A HOSPITAL BILL THAT EXCEEDS 25% OF THEIR GROSS ANNUAL FAMILY INCOME ARE ELIGIBLE TO APPLY FOR FULLY DISCOUNTED CHARITY CARE ASSISTANCE. IN ADDITION, THERE IS A SLIDING SCALE DISCOUNT PROGRAM FOR THOSE WITH INCOMES BETWEEN 250% AND 400% OF THE FEDERAL POVERTY INCOME GUIDELINES. IN 2023, THE CHARITY CARE PROGRAM (INCLUDING HOSPITAL CARE ASSURANCE PROGRAM) BENEFITED OVER 20,174 PATIENT ENCOUNTERS. MEDICAID SHORTFALL HISTORICALLY, OHIO MEDICAID REIMBURSEMENTS HAVE NOT COVERED THE COST OF PROVIDING THE CARE TO PROGRAM BENEFICIARIES, CREATING A BUDGETARY SHORTFALL. AS ONE OF NORTHEAST OHIO'S TOP PROVIDERS OF HOSPITAL CARE FOR MEDICAID PATIENTS, SUMMA HEALTH'S UNPAID COSTS FOR MEDICAID TOTALED OVER $91 MILLION . BAD DEBT SUMMA HEALTH IS COMMITTED TO PROVIDING QUALITY AND ACCESSIBLE HEALTHCARE. THIS INCLUDES COVERING THE EXPENSE OF PAYMENTS THAT WERE EXPECTED BUT NOT RECEIVED. WHILE SUMMA HEALTH RECOGNIZES BAD DEBT IS PART OF DOING BUSINESS, IT AGREES WITH THE OHIO HOSPITAL ASSOCIATION THAT IT IS IMPORTANT TO REPORT THESE COSTS TO SHOW THE TOTAL PICTURE OF CARE SUMMA HEALTH PROVIDES TO THE COMMUNITY WITHOUT FULL REIMBURSEMENT. IN 2023, THE COST FOR PROVIDING CARE WRITTEN OFF AS A BAD DEBT EXPENSE WAS OVER $13 .7 MILLION. COMMUNITY HEALTH IMPROVEMENT SERVICES AN IMPORTANT PART OF SUMMA HEALTH'S MISSION IS OFFERING A PREVENTION AND WELLNESS PROGRAM TO BUILD A HEALTHIER COMMUNITY. IN 2023, SUMMA HEALTH PROVIDED MORE THAN $16.3 MILLION TO HELP FUND HEALTH IMPROVEMENT ACTIVITIES SUCH AS FREE AND LOW-COST HEALTH SCREENING, HEALTH EDUCATION SERVICES AND WELLNESS PROGRAMMING. SUBSIDIZED HEALTH SERVICES SUMMA HEALTH IS COMMITTED TO PROVIDING SUBSIDIZED HEALTH SERVICES - CLINICAL SERVICES THAT MEET AN IDENTIFIED COMMUNITY NEED AND ARE PROVIDED DESPITE FINANCIAL LOSS. VITAL SERVICES SUCH AS THE SUMMA HEALTH SENIOR HEALTH CENTER, SUMMA HEALTH TRAUMATIC STRESS CENTER AND DIABETES EDUCATION ARE OFFERED, EVEN THOUGH THEY ARE NOT PROFITABLE. INCOME FROM OTHER SERVICES IS USED TO COVER THESE COSTS. IN 2023, THE COST FOR SUBSIDIZED SERVICES WAS OVER $ 43 MILLION. FINANCIAL AND IN-KIND DONATIONS ANNUALLY, SUMMA HEALTH CONTRIBUTES FINANCIAL ASSISTANCE AND IN-KIND SERVICES TO SUPPORT COMMUNITY ORGANIZATIONS THAT PROMOTE HEALTH, WELLNESS AND AN IMPROVED QUALITY OF LIFE. FROM NEIGHBORHOOD HEALTH FACILITIES SUCH AS OPEN M AND FAITHFUL SERVANTS CARE CENTER, TO MEDICAL SERVICES AT ATHLETIC EVENTS THROUGHOUT THE COMMUNITY, SUMMA HEALTH PARTICIPATES IN NUMEROUS COMMUNITY PROGRAMS AND HELPS OTHER NONPROFITS FULFILL THEIR MISSIONS. IN 2023, THESE CONTRIBUTIONS WERE MORE THAN $2.4 MILLION . RESEARCH AND INNOVATION A MAJOR GOAL OF THE RESEARCH & INNOVATION GROUP IS TO OFFER OUR PATIENTS ACCESS TO CUTTING-EDGE THERAPIES AND TECHNOLOGIES WITHIN THE COMMUNITY, PARTICULARLY THROUGH CLINICAL TRIALS. THIS NOT ONLY PROVIDES THE BEST CARE FOR OUR PATIENTS, BUT ALSO IMPROVES THE HEALTH OF OUR COMMUNITY. IN 2023, SUMMA CONTRIBUTED A NET COST OF MORE THAN $8.3 MILLION TO EXPLORE POTENTIAL NEW THERAPIES, CARE COORDINATION IMPROVEMENTS AND TREATMENT OPTIONS.
Form 990, Part III, Line 4d Description of other program services(Expenses $ including grants of $) (CONTINUED) EDUCATION SUMMA HEALTH SUPPORTS THE EDUCATION OF PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS. SUMMA HEALTH SYSTEM IS THE LARGEST OF THE MAJOR TEACHING AFFILIATES OF THE NORTHEAST OHIO MEDICAL UNIVERSITY (NEOMED, A CONSORTIUM OF THE UNIVERSITY OF AKRON, KENT STATE UNIVERSITY AND YOUNGSTOWN STATE UNIVERSITY), AND OFFERS EDUCATION TO NEOMED'S COLLEGES OF MEDICINE AND PHARMACY STUDENTS, AS WELL AS TO MEDICAL STUDENTS FROM SCHOOLS AROUND THE COUNTRY. IN ADDITION, SUMMA HEALTH OFFERS 12 ACCREDITED RESIDENCY TRAINING PROGRAMS, 8 ACCREDITED FELLOWSHIP TRAINING PROGRAMS, IN NUMEROUS SPECIALTIES, TRAINING THE NEXT GENERATION OF PRIMARY CARE AND SPECIALTY PHYSICIANS FOR THE REGION AND BEYOND. NURSING EDUCATION ALSO IS OFFERED IN COLLABORATION WITH LOCAL AND NATIONAL UNIVERSITY PARTNERS. IN 2023, APPROXIMATELY 285 RESIDENTS AND FELLOWS TRAINED AT SUMMA HEALTH'S THREE MAIN HOSPITALS. ON AVERAGE, APPROXIMATELY 45% OF THESE RESIDENTS REMAIN IN OUR LOCAL AND SURROUNDING COMMUNITIES. SUMMA HEALTH'S 2023 INVESTMENT IN HEALTH PROFESSIONAL EDUCATION TOTALED NEARLY $29.6 MILLION. SUMMA HEALTH SERVICES: FOLLOWING IS A DESCRIPTION OF SUMMA HEALTH'S NOTABLE ACCOMPLISHMENTS BY PRIMARY SERVICE LINES IN 2023: HEART AND VASCULAR: SUMMA HEALTH HAS BEEN RECOGNIZED BY THE AMERICAN HEART ASSOCIATION FOR MANY AWARDS, INCLUDING GET WITH THE GUIDELINES GOLD PLUS- STROKE AND HEART FAILURE, LIFELINE HEART ATTACK REFERRING/RECEIVING CENTER ACCREDITATION AND STEMI (HEART ATTACK) ACCREDITATION. THE AMERICAN COLLEGE OF CARDIOLOGY ONCE AGAIN RECOGNIZED SUMMA HEALTH SYSTEM - AKRON CAMPUS FOR ITS DEMONSTRATED EXPERTISE AND COMMITMENT IN TREATING PATIENTS RECEIVING TRANSCATHETER VALVE REPAIR AND REPLACEMENT PROCEDURES. TRANSCATHETER VALVE CERTIFICATION IS AWARDED TO INSTITUTIONS WHO IDENTIFY QUALITY IMPROVEMENT OPPORTUNITIES THROUGH PROGRAMMATIC OUTCOMES AND IMPLEMENT BEST PRACTICES. IN ADDITION, SUMMA HEALTH RECEIVED THE NCDR CHEST PAIN MI GOLD PERFORMANCE ACHIEVEMENT AWARD FOR 2023 FROM THE AMERICAN COLLEGE OF CARDIOLOGY. SUMMA HEALTH WAS ONE OF ONLY 400 HOSPITALS NATIONWIDE TO RECEIVE THIS DISTINGUISHED HONOR, HAVING DEMONSTRATED SUSTAINED ACHIEVEMENT IN SPECIFIC PERFORMANCE MEASURES REPORTED IN THE CHEST PAIN MI REGISTRY. SUMMA HEALTH HAS RECEIVED NUMEROUS AWARDS FROM HEALTHGRADES IN THE CARDIOVASCULAR FIELD, INCLUDING BEING NAMED ONE OF HEALTHGRADES AMERICA'S 100 BEST HOSPITALS FOR CARDIAC CARETM FOR SUPERIOR CLINICAL OUTCOMES IN HEART BYPASS SURGERY, CORONARY INTERVENTIONAL PROCEDURES, HEART ATTACK TREATMENT, HEART FAILURE TREATMENT AND HEART VALVE SURGERY. OTHER RECOGNITIONS FROM HEALTHGRADES INCLUDE: * RECIPIENT OF HEALTHGRADES 2024 CARDIAC CARE EXCELLENCE AWARD * NAMED AMONG TOP 10% IN NATION FOR OVERALL CARDIAC SERVICES, 2024 * NAMED AMONG TOP 10% IN NATION FOR CARDIOLOGY SERVICES, 2024 * FIVE-STAR RECIPIENT FOR TREATMENT OF HEART ATTACK, 2024 * FIVE-STAR RECIPIENT FOR TREATMENT OF HEART FAILURE FOR 6 YEARS IN A ROW, 2019-2024 NEUROSCIENCE: SUMMA HEALTH STROKE CARE CENTER HAS BEEN NATIONALLY RECOGNIZED FOR EARNING THE AMERICAN HEART ASSOCIATION (AHA) AND AMERICAN STROKE ASSOCIATION'S GET WITH THE GUIDELINES STROKE GOLD PLUS AWARD WITH TARGET: STROKE ELITE PLUS HONOR ROLL AND TARGET: TYPE 2 DIABETES HONOR ROLL. THE AWARD RECOGNIZES OUR CONTINUED SUCCESS IN USING THE GET WITH THE GUIDELINES PROGRAM AND APPLYING THE MOST UP-TO-DATE EVIDENCE-BASED TREATMENT GUIDELINES TO IMPROVE PATIENT CARE AND OUTCOMES IN THE COMMUNITIES WE SERVE. SUMMA HEALTH HAS RECEIVED NUMEROUS AWARDS FROM HEALTHGRADES IN THE NEUROSCIENCES FIELD, INCLUDING SUMMA HEALTH SYSTEM - AKRON CAMPUS RECEIVING THE #2 STROKE CARE IN STATE HEALTHGRADES AWARD FOR 2023. OTHER HEALTHGRADES AWARDS FOR NEUROSCIENCES INCLUDE: * RECIPIENT OF THE HEALTHGRADES NEUROSCIENCES EXCELLENCE AWARD FOR 5 YEARS IN A ROW (2020-2024) * RECIPIENT OF THE HEALTHGRADES CRANIAL NEUROSURGERY EXCELLENCE AWARD FOR 6 YEARS IN A ROW (2019-2024) * RECIPIENT OF THE HEALTHGRADES STROKE CARE EXCELLENCE AWARD FOR 6 YEARS IN A ROW (2019-2024) * NAMED AMONG THE TOP 5% IN THE NATION FOR NEUROSCIENCES FOR 5 YEARS IN A ROW (2020-2024) * NAMED AMONG THE TOP 5% IN THE NATION FOR CRANIAL NEUROSURGERY FOR 4 YEARS IN A ROW (2021-2024) * NAMED AMONG THE TOP 5% IN THE NATION FOR TREATMENT OF STROKE FOR 5 YEARS IN A ROW (2020-2024) * FIVE-STAR RECIPIENT FOR CRANIAL NEUROSURGERY FOR 7 YEARS IN A ROW (2018-2024) * FIVE-STAR RECIPIENT FOR TREATMENT OF STROKE FOR 7 YEARS IN A ROW (2018-2024) ONCOLOGY: SUMMA HEALTH IS A LEADER IN CANCER TREATMENT WITH NATIONALLY RECOGNIZED CANCER CENTERS THROUGHOUT NORTHEAST OHIO. SUMMA TREATS MORE THAN 100 CANCER TYPES, SPECIALIZING IN LUNG, BREAST, COLORECTAL, GYNECOLOGICAL AND ORTHOPEDIC. SUMMA HEALTH'S CANCER CENTERS ARE FULLY ACCREDITED BY THE AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER (COC). ORTHOPEDICS: THE SUMMA HEALTH JOINT REPLACEMENT CENTER OF EXCELLENCE EARNED THE JOINT COMMISSION'S GOLD SEAL OF APPROVAL FOR TOTAL KNEE AND TOTAL HIP REPLACEMENT CERTIFICATION BY DEMONSTRATING CONTINUOUS COMPLIANCE WITH ITS PERFORMANCE STANDARDS. WEIGHT MANAGEMENT: SUMMA'S WEIGHT MANAGEMENT INSTITUTE IS DESIGNATED BY THE AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY (ASMBS) AS A MBSAQIP ACCREDITED - COMPREHENSIVE CENTER. THE MBSAQIP ACCREDITED - COMPREHENSIVE CENTER DESIGNATION IS ONLY AWARDED TO SURGICAL PROGRAMS THAT: * SUCCESSFULLY UNDERGO A RIGOROUS SITE SURVEY TO VERIFY COMPLIANCE WITH A SET OF NATIONALLY RECOGNIZED STANDARDS AND REQUIREMENTS. * DEMONSTRATE A COMPREHENSIVE COMMITMENT TO A HIGH LEVEL OF CARE. * SUBMIT INFORMATION FOR INCLUSION IN THE LARGEST REPOSITORY OF DEDICATED WEIGHT LOSS SURGERY PATIENT STATISTICAL DATA IN THE WORLD. * MEASURE AND REPORT SURGICAL OUTCOMES THAT ARE DEEMED FAVORABLE BY THE ASMBS, AN ORGANIZATION DEDICATED TO EXCELLENCE IN SURGICAL OUTCOMES. WOMEN'S SERVICES: SUMMA HEALTH SYSTEM- AKRON CAMPUS WAS NAMED TO NEWSWEEK'S 2023 LIST OF BEST MATERNITY CARE HOSPITALS. THE DISTINCTION RECOGNIZES FACILITIES THAT HAVE EXCELLED IN PROVIDING CARE TO MOTHERS, NEWBORNS AND THEIR FAMILIES. SUMMA HEALTH SYSTEM - AKRON CAMPUS HAS ACHIEVED THE HIGHLY PRESTIGIOUS INTERNATIONAL BABY-FRIENDLY DESIGNATION AFTER A RIGOROUS REVIEW PROCESS CONDUCTED BY BABY-FRIENDLY USA, THE ORGANIZATION RESPONSIBLE FOR BESTOWING THIS CERTIFICATION IN THE UNITED STATES. THIS DISTINGUISHED HONOR DEMONSTRATES THAT OUR AKRON CAMPUS IS ADHERING TO THE HIGHEST STANDARDS OF CARE FOR BREASTFEEDING MOTHERS AND THEIR BABIES.
Form 990, Part III, Line 4d Description of other program services(Expenses $ including grants of $) (CONTINUED) SYSTEM: FOR THE 20TH CONSECUTIVE YEAR, SUMMA HEALTH WAS NAMED AS ONE OF THE 99 BEST WORKPLACES IN NORTHEAST OHIO, AS DETERMINED IN THE ANNUAL NORTHCOAST 99 AWARDS, SPONSORED BY THE EMPLOYERS RESOURCE COUNCIL SUMMA HEALTH SYSTEM - AKRON AND BARBERTON CAMPUSES WERE RECIPIENTS OF THE HEALTHGRADES 2023 AMERICA'S 100 BEST HOSPITALS AWARD. THIS PLACES SUMMA HEALTH AMONG THE TOP TWO PERCENT OF ALL HOSPITALS FOR CLINICAL CARE AND PATIENT OUTCOMES ACROSS TREATMENT OF THE MOST COMMON CONDITIONS AND PROCEDURES. SUMMARY ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATIONS AND STABILITY OF SUMMA HEALTH, NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PURCHASE ESSENTIAL MEDICAL SERVICES. SUMMA HEALTH PROVIDED SERVICES TO ALL PATIENTS ON A NON-DISCRIMINATORY BASIS AND WITHOUT REGARD TO ANY PATIENT'S ABILITY TO PAY FOR SUCH SERVICES OR THE INDIVIDUAL'S PARTICIPATION IN A GOVERNMENT-SPONSORED OR SUBSIDIZED HEALTHCARE SYSTEM. PATIENTS WERE ENCOURAGED TO APPLY FOR UNCOMPENSATED CARE AND, DEPENDING ON THEIR LEVEL OF INCOME AND NUMBER OF DEPENDENTS, ALL (OR A PORTION) OF THEIR BILL WAS REDUCED. GROSS ANNUAL FAMILY INCOME WAS COMPARED USING A SLIDING SCALE BASED ON THE FEDERAL POVERTY INCOME GUIDELINES TO DETERMINE THE CHARITY DISCOUNT FOR WHICH THE PATIENT MAY BE ELIGIBLE. IN 2023, SUMMA HEALTH PROVIDED CHARITY CARE TO THE INDIGENT (INCLUDING UNREIMBURSED MEDICAID) AT THE COST OF OVER $ 102 MILLION. THIS AMOUNT DOES NOT INCLUDE SERVICES PROVIDED WRITTEN OFF AS BAD DEBT. IN ADDITION TO UNCOMPENSATED MEDICAL CARE, SUMMA HEALTH PROVIDED WELLNESS PROGRAMS, COMMUNITY EDUCATION PROGRAMS AND SPECIAL PROGRAMS FOR THE ELDERLY, PERSONS WITH DISABILITIES AND THE MEDICALLY UNDERSERVED. SUMMA HEALTH ALSO OPERATED A VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIES. THESE PROGRAMS WERE OFFERED AT A REDUCED PRICE OR PROVIDED TO THE COMMUNITY FREE OF CHARGE. SUMMA HEALTH OPERATES ITS FACILITIES IN A MANNER CONSISTENT WITH THE COMMUNITY BENEFIT REQUIREMENTS OF REV. RULE 69-545 AND SUBSEQUENT CASE LAW AND IRS GUIDELINES. SUMMA HEALTH'S HOSPITALS PROVIDE EMERGENCY SERVICES WHICH ARE OPEN AND AVAILABLE TO ALL PERSONS OF THE COMMUNITY, REGARDLESS OF THEIR ABILITY TO PAY. THE BOARD OF DIRECTORS CONSISTS OF PERSONS WHO ARE BROADLY REPRESENTATIVE OF THE COMMUNITY AND MEDICAL STAFF. SUMMA HEALTH MEDICAL GROUP- PROGRAM SERVICE ACCOMPLISHMENTS: SUMMA HEALTH MEDICAL GROUP, A SUMMA HEALTH ENTITY, IS A MULTI-SPECIALTY GROUP OF PHYSICIANS, ADVANCED PRACTICE PROVIDERS AND CARE TEAMS IN MEDICAL PRACTICES LOCATED IN THE COMMUNITIES WE SERVE. IN TOTAL, SUMMA HEALTH MEDICAL GROUP EMPLOYS APPROXIMATELY 370 PHYSICIANS AND 1,400 SUPPORT STAFF IN MORE THAN 40 SPECIALTIES AND SUB-SPECIALTIES. SUMMA HEALTH MEDICAL GROUP PROMOTES STRONG AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIAN SERVICES ARE MET. AS MEMBERS OF NEWHEALTH COLLABORATIVE, A CLINICIAN-LED ACCOUNTABLE CARE ORGANIZATION, SUMMA HEALTH MEDICAL GROUP PHYSICIANS ARE LEADING THE WAY TOWARD VALUE-BASED HEALTHCARE WITH INITIATIVES SUCH AS THE PATIENT-CENTERED MEDICAL HOME (PCMH) AND MEANINGFUL USE OF HEALTH INFORMATION TECHNOLOGY. SUMMA FOUNDATION - PROGRAM SERVICE ACCOMPLISHMENTS: SUMMA FOUNDATION SUPPORTS PATIENT CARE, MEDICAL EDUCATION AND RESEARCH THROUGH PHILANTHROPY. GENEROUS CONTRIBUTIONS AVERAGE $8 MILLION A YEAR AND HELP SUMMA HEALTH FULFILL ITS MISSION TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE AND CONTRIBUTE TO A HEALTHIER COMMUNITY. SUMMA FOUNDATION LINKS COMMUNITY SUPPORTERS WITH PHILANTHROPIC PRIORITIES THAT ENHANCE THE DELIVERY OF PATIENT CARE AND EMPOWER CLINICAL EXCELLENCE ACROSS THE ENTIRE SYSTEM. GIFTS SUPPORT PHYSICIAN RESIDENCY PROGRAMS, ADVANCED CERTIFICATIONS FOR NURSES, BEHAVIORAL HEALTH PROGRAMS, GROUNDBREAKING RESEARCH, THE LATEST TECHNOLOGIES FOR DIAGNOSIS AND TREATMENT, CANCER SUPPORT SERVICES, AND HELP RECRUIT AND RETAIN THE REGION'S BEST PHYSICIANS, ASSURING PATIENTS AND FAMILIES A CONTINUUM OF QUALITY CARE FAR INTO THE FUTURE. SUMMA FOUNDATION ALSO COLLABORATES WITH SYSTEM AND CLINICAL LEADERS TO DOCUMENT THE IMPACT OF PHILANTHROPIC INVESTMENTS AND TO SHARE THAT IMPACT WITH DONORS. COMMUNITY BENEFIT AND DIVERSITY: THIS DEPARTMENT LEADS EFFORTS TO ADDRESS HEALTH DISPARITIES AND OTHER IMPORTANT COMMUNITY NEEDS AND RAISE AWARENESS OF HEALTH AND HEALTHCARE ISSUES AFFECTING THE COMMUNITIES SERVED BY SUMMA HEALTH. COMMUNITY BENEFIT AND DIVERSITY PROVIDE WELLNESS AND EDUCATIONAL TOOLS, FACILITATE ECONOMIC DEVELOPMENT PROGRAMS, DEVELOP COMMUNITY PARTNERSHIPS, COMMUNICATE SUMMA HEALTH'S BENEFIT TO THE COMMUNITY AND ENGAGE THE COMMUNITY AND ITS WORKFORCE WITHIN THE SYSTEM AND THROUGHOUT THE REGION. GOVERNMENT RELATIONS: THIS DEPARTMENT IS DEDICATED TO ELEVATING SUMMA HEALTH AS A CREDIBLE LEADER AND PARTNER IN THE HEALTH POLICY AND REGULATORY PLANNING PROCESS. THIS DEPARTMENT COLLABORATES WITH NUMEROUS DEPARTMENTS TO BEST POSITION SUMMA BUSINESS AND CLINICAL INNOVATION PRIORITIES WITH PUBLIC POLICY AND FUNDING OPPORTUNITIES.
Form 990, Part V, Line 2a Form 990, Part V, Line 2a and 2b:THE PARENT ORGANIZATION, SUMMA HEALTH, EIN 34-1887844, IS THE EMPLOYER OF RECORD FOR EMPLOYEES WORKING FOR GROUP RETURN ENTITIES.
Form 990, Part VI, Line 1aTHE DIRECTOR COUNT INFORMATION IS PRESENTED IN THE FOLLOWING FORMAT: ENTITY NAME - NUMBER OF VOTING MEMBERS - NUMBER OF INDEPENDENT VOTING MEMBERS SUMMA HEALTH SYSTEM ("SHS") - 13 - 9 SUMMA FOUNDATION ("SF") - 25 - 22 SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP ("SHMG") - 5 - 4 TOTALS FOR GROUP RETURN - 43 - 35 ALL OF THE ORGANIZATIONS LISTED ABOVE ARE SUBORDINATES UNDER THE CONTROL OF SUMMA HEALTH ("SH"). AS OF DECEMBER 31, 2023, SH HAD 13 VOTING DIRECTORS, 9 OF WHOM WERE INDEPENDENT VOTING DIRECTORS.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsTHE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP AS BOARD MEMBERS OF AN ENTITY IN WHICH SUMMA HEALTH SYSTEM HAS AN OWNERSHIP INTEREST: SUMMA REHAB HOSPITAL: KATHLEEN BLAKE, AND BENJAMIN P. SUTTON - Business relationship, MIDDLEBURY ASSURANCE COMPANY: T. CLIFFORD DEVENY, MD, ROBERT A. GERBERRY, VIVEK BHALLA, MD, AND DAWN AHNER; SUMMA ACO DBA NEWHEALTH COLLABORATIVE: T. CLIFFORD DEVENY, MD, DAWN AHNER, ROBERT A. GERBERRY, KATHLEEN BLAKE; SUMMA HEALTH SYSTEM CORP: T. CLIFFORD DEVENY, MD, DAWN AHNER, ROBERT A. GERBERRY - Business relationship, SUMMA MANAGEMENT SERVICES ORG.: DAWN AHNER AND ROBERT A. GERBERRY; SUMMA INTEGRATED SERVICES ORG.: DAWN AHNER AND ROBERT A. GERBERRY; SUMMACARE AND SUMMA INSURANCE COMPANY: T. CLIFFORD DEVENY, MD, BENJAMIN P. SUTTON, GEORGE STRICKLER, ROBERT A. GERBERRY, AND DAWN AHNER - Business relationship, T. CLIFFORD DEVENY, MD, PAUL TESTA - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholdersSUMMA HEALTH SYSTEM: SUMMA HEALTH IS THE SOLE MEMBER OF SUMMA HEALTH SYSTEM. SUMMA FOUNDATION: SUMMA HEALTH IS THE SOLE MEMBER OF SUMMA FOUNDATION. SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP: SUMMA PHYSICIANS, INC. HAS STOCKHOLDERS; THE STOCK IS HELD IN TRUST FOR THE BENEFIT OF SUMMA HEALTH.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodySUMMA HEALTH SYSTEM: THE CODE OF REGULATIONS OF SUMMA HEALTH SYSTEM PROVIDES THAT THOSE DIRECTORS OF SUMMA HEALTH, THE SOLE MEMBER OF SUMMA HEALTH SYSTEM, WOULD BE THE DIRECTORS OF SUMMA HEALTH SYSTEM. SUMMA FOUNDATION: IN ADDITION TO DIRECTORS ELECTED BY THE SUMMA HEALTH BOARD AS THE SOLE MEMBER OF SUMMA FOUNDATION, THE PRESIDENT AND CEO OF SUMMA HEALTH, THE CHAIR OF THE BOARD OF DIRECTORS OF SUMMA HEALTH, THE PRESIDENT OF SUMMA FOUNDATION, THE PRESIDENT OF THE WOMEN'S BOARD OF SUMMA HEALTH SHALL SERVE AS DIRECTORS OF SUMMA FOUNDATION. SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP: THE SOLE SHAREHOLDER OF SUMMA PHYSICIANS, INC. IS SUBJECT TO A SHARE CONTROL AGREEMENT WHEREIN WHICH THEY MAY ELECT ONLY PERSONS APPROVED BY SUMMA HEALTH AS DIRECTORS OF SUMMA PHYSICIANS, INC. TO ENSURE SUMMA HEALTH SYSTEM MAINTAINS A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES, GRANT-MAKING POLICIES, AND OTHERWISE IN THE USE OF INCOME AND ASSETS OF SUMMA PHYSICIANS, INC., AT LEAST ONE DIRECTOR OF SUMMA PHYSICIANS, INC. MUST ALSO BE A MEMBER OF SUMMA HEALTH SYSTEM'S BOARD OF DIRECTORS.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersSUMMA HEALTH IS THE SOLE MEMBER OF SUMMA HEALTH SYSTEM. AS THE SOLE MEMBER, SUMMA HEALTH HAS THE POWER AND AUTHORITY TO APPROVE OR DISAPPROVE OF EACH OF THE FOLLOWING ON BEHALF OF SUMMA HEALTH SYSTEM: (I) ANY MODIFICATION OF THE ESSENTIAL NATURE, PURPOSE, MISSION OR OPERATIONS OF THE CORPORATION; (II) APPROVAL OF THE CODE OF REGULATIONS, BYLAWS OR OTHER CONSTITUTIVE DOCUMENT OF THE CORPORATION AND ANY AND ALL AMENDMENTS THERETO; (III) ADOPTION OF ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION OR SIMILAR CHARTER OR ORGANIZATIONAL DOCUMENT OR AGREEMENT AND/OR ANY OTHER CHANGE IN THE CORPORATE STRUCTURE OR GOVERNANCE OF THE CORPORATION; (IV) ESTABLISHMENT OF QUALIFICATIONS FOR THE SELECTION OF DIRECTORS, DIRECTORS OR MANAGERS OF THE CORPORATION; (V) APPOINTMENT OR ELECTION AND REMOVAL OF MEMBERS OF THE GOVERNING BODY OF THE CORPORATION; (VI) APPOINTMENT OR ELECTION AND REMOVAL OF THE PRESIDENT AND/OR CHIEF EXECUTIVE OFFICER OR SIMILAR OFFICER(S) OF THE CORPORATION; (VII) ADOPTION OF ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; (VIII) ADOPTION OF STRATEGIC PLANS OF THE CORPORATION; (IX) DETERMINATIONS AS TO THE USE AND OCCUPANCY OF ANY BUILDING OWNED OR LEASED BY THE CORPORATION; (X) THE SALE, ENCUMBRANCE, LEASE OR DISPOSITION OF REAL PROPERTY OF THE CORPORATION OTHER THAN IN THE ORDINARY COURSE OF THE OPERATIONS OF THE CORPORATION; AND (XI) THE MERGER, REORGANIZATION, DISSOLUTION OR OTHER CORPORATE ACTION OF A SIMILAR NATURE, INCLUDING PARTICIPATION IN A JOINT VENTURE, PROPOSED BY THE CORPORATION. SUMMA FOUNDATION: SUMMA HEALTH IS THE SOLE MEMBER ("MEMBER") OF SUMMA FOUNDATION. THE FOLLOWING ARE THE MATTERS ("RESERVED POWERS") WHICH MUST BE SUBMITTED TO, AND RECEIVE THE APPROVAL OF BOTH THE BOARD OF DIRECTORS OF SUMMA FOUNDATION AND THE MEMBER: (I) ANY MODIFICATION OF THE ESSENTIAL NATURE, PURPOSE, MISSION OR OPERATIONS OF THE CORPORATION; (II) ADOPTION OF A CODE OF REGULATIONS, BYLAWS OR OTHER CONSTITUTIVE DOCUMENT OF THE CORPORATION AND ANY AND ALL AMENDMENTS THERETO; (III) ADOPTION OF ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION OR SIMILAR CHARTER OR ORGANIZATIONAL DOCUMENT OR AGREEMENT AND/OR ANY OTHER CHANGE IN THE CORPORATE STRUCTURE OR GOVERNANCE OF THE CORPORATION; (IV) ESTABLISHMENT OF QUALIFICATIONS FOR THE SELECTION OF DIRECTORS, DIRECTORS OR MANAGERS OF THE CORPORATION; (V) APPOINTMENT OR ELECTION AND REMOVAL OF MEMBERS OF THE GOVERNING BODY OF THE CORPORATION; (VI) APPOINTMENT OR ELECTION AND REMOVAL OF THE PRESIDENT AND/OR CHIEF EXECUTIVE OFFICER OR SIMILAR OFFICER(S) OF THE CORPORATION; (VII) ADOPTION OF ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; (VIII) THE BORROWING OF MONEY OR OTHER INCURRING OR CREATING OF ANY INDEBTEDNESS OF THE CORPORATION, INCLUDING BY WAY OF A GUARANTY OF THE DEBT OF ANOTHER, IN AN AMOUNT GREATER THAN $1,000,000 OR THAT WILL INCREASE THE AMOUNT OF INDEBTEDNESS INCURRED IN THE CURRENT CALENDAR YEAR, IN THE AGGREGATE, TO MORE THAN $3,500,000; (IX) ADOPTION OF THE LONG RANGE PLANS OF THE CORPORATION; (X) DETERMINATIONS AS TO THE USE AND OCCUPANCY OF ANY BUILDING OWNED OR LEASED BY THE CORPORATION; (XI) THE SALE, ENCUMBRANCE, LEASE OR DISPOSITION OF REAL PROPERTY OF THE CORPORATION OTHER THAN IN THE ORDINARY COURSE OF THE OPERATIONS OF THE CORPORATION; AND (XII) THE MERGER, REORGANIZATION, DISSOLUTION OR OTHER CORPORATE ACTION OF A SIMILAR NATURE, INCLUDING PARTICIPATION IN A JOINT VENTURE, PROPOSED BY THE CORPORATION. SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP: A SHARE CONTROL AGREEMENT AMONG SUMMA HEALTH, SUMMA PHYSICIANS, INC. AND THE SOLE SHAREHOLDER OF SUMMA PHYSICIANS, INC. PROVIDES THAT THE SOLE SHAREHOLDER SHALL VOTE EACH SHARE OF SUMMA PHYSICIANS, INC.'S CAPITAL STOCK NOW OR HEREAFTER OWNED BY THE SHAREHOLDER ON ANY MATTER SUBMITTED FOR A VOTE TO THE SHAREHOLDERS OF SUCH STOCK, ONLY AS APPROVED IN ADVANCE BY SUMMA HEALTH, INCLUDING, BUT NOT LIMITED TO THE MATTERS LISTED BELOW: (A) LEASE, SELL, EXCHANGE, TRANSFER OR OTHERWISE DISPOSE OF ALL OR SUBSTANTIALLY ALL OF THE SUMMA PHYSICIANS, INC.'S ASSETS; (B) BE MERGED, CONSOLIDATED OR OTHERWISE REORGANIZED WITH OR INTO ANY OTHER CORPORATION OR TRADE OR BUSINESS; (C) ISSUE ANY SHARES OF ANY CLASS OF SUMMA PHYSICIANS, INC.'S CAPITAL STOCK (WHETHER FROM TREASURY OR FROM AUTHORIZED BUT UNISSUED SHARES); (D) AMEND OR OTHERWISE MODIFY ITS ARTICLES OF INCORPORATION OR CODE OF REGULATIONS; (E) DISSOLVE (OTHER THAN BY ACTION OF A COURT OF COMPETENT JURISDICTION); OR (F)ENTER INTO ANY AGREEMENT WITH ANY PERSON TO DO ANY OF THE FOREGOING.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE RETURN WAS REVIEWED IN DETAIL BY A COMMITTEE CONSISTING OF INTERNAL LEGAL COUNSEL, FINANCIAL MANAGEMENT, AND AN EXTERNAL TAX ADVISOR. THE REVIEW COMMITTEE INCLUDED THE SENIOR VICE PRESIDENT, FINANCE & CFO AND THE SENIOR VICE PRESIDENT, LEGAL SERVICES & GENERAL COUNSEL. THIS DETAILED REVIEW OCCURRED IN OCTOBER 2024. FOLLOWING THIS REVIEW AND INCORPORATION OF CHANGES RECOMMENDED BY THIS COMMITTEE, THE RETURN WAS PROVIDED TO THE SUMMA HEALTH COMMITTEE ON GOVERNANCE PRIOR TO ITS OCTOBER 2024 MEETING FOR FURTHER REVIEW. THE COMMITTEE ON GOVERNANCE IS A STANDING COMMITTEE APPOINTED BY THE SUMMA HEALTH BOARD OF DIRECTORS AND INCLUDES MEMBERS OF THE BOARD OF DIRECTORS. AFTER THESE REVIEWS BY THE COMMITTEE ON GOVERNANCE AND THE COMMUNITY BENEFITS COMMITTEE, AND PRIOR TO FILING WITH THE IRS, AN EMAIL WAS SENT TO EACH VOTING MEMBER OF THE BOARD OF DIRECTORS. THIS EMAIL INCLUDED INSTRUCTIONS AND A LINK TO A PASSWORD-PROTECTED WEB SITE ON WHICH THE ENTIRE FORM 990 WAS AVAILABLE FOR VIEWING.
Form 990, Part VI, Line 12c Conflict of interest policyA CONFLICT-OF-INTEREST QUESTIONNAIRE IS SENT ANNUALLY TO ALL SUMMA HEALTH ENTITIES BOARDS OF DIRECTORS, KEY EMPLOYEES, EXECUTIVE LEADERSHIP TEAM MEMBERS, MEDICAL DIRECTORS, QUALITY DIRECTORS, EMPLOYED PHYSICIANS, EMPLOYED ADVANCED PRACTICE PROVIDERS, MEMBERS OF THE AUDIT AND COMPLIANCE, INVESTMENT, FINANCE, GOVERNANCE, COMPENSATION, CREDENTIALING, SAFETY AND QUALITY, COMMUNITY ENGAGEMENT, PHARMACY AND THERAPEUTICS, OPERATING AND VALUE ANALYSIS COMMITTEES AND EMPLOYEES WHO ARE DIRECTORS AND ABOVE FOR COMPLETION. RESPONSES ARE INDIVIDUALLY REVIEWED FOR DETERMINATION OF POTENTIAL CONFLICTS. THOSE RESPONSES DEEMED TO PRESENT POTENTIAL CONFLICTS ARE THEN PRESENTED TO THE COMMITTEE ON GOVERNANCE (SUB-COMMITTEE OF THE SUMMA HEALTH BOARD OF DIRECTORS). THE COMMITTEE ON GOVERNANCE REVIEWS EACH RESPONSE THAT PRESENTS A POTENTIAL CONFLICT AND DETERMINES WHETHER ADDITIONAL ACTION IS REQUIRED TO ELIMINATE OR MITIGATE THE POTENTIAL CONFLICT. THIS ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE PROCESS IS MANAGED BY THE CORPORATE COMPLIANCE DEPARTMENT PURSUANT TO THE SUMMA HEALTH POLICY ON CONFLICT OF INTEREST AS APPROVED BY THE SUMMA HEALTH BOARD OF DIRECTORS. IN ADDITION TO THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, THE CONFLICT-OF-INTEREST POLICY IMPOSES A DUTY TO DISCLOSE CONFLICTING INTERESTS ON AN ONGOING BASIS.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialEXECUTIVE COMPENSATION: THE COMPENSATION REVIEW IS DELEGATED TO SUMMA HEALTH, WHICH SHARES A COMMON BOARD WITH MEMBERS OF THE GROUP RETURN. THE HUMAN RESOURCES COMMITTEE, (FKA COMPENSATION COMMITTEE) OF THE SUMMA HEALTH BOARD OF DIRECTORS MEETS AT LEAST TWICE EACH YEAR TO REVIEW AND APPROVE BASE COMPENSATION AND TOTAL REMUNERATION FOR EXECUTIVE STAFF. EACH VOTING MEMBER OF THE HUMAN RESOURCES COMMITTEE IS AN INDEPENDENT DIRECTOR AND IS NOT AFFILIATED WITH MANAGEMENT. THE HUMAN RESOURCES COMMITTEE ENGAGES OUTSIDE CONSULTING SUPPORT TO PROVIDE INDEPENDENT MARKET DATA, ADVICE AND COUNSEL TO THE HUMAN RESOURCES COMMITTEE. THE HUMAN RESOURCES COMMITTEE HAS USED KORN FERRY, A NATIONALLY RECOGNIZED CONSULTING FIRM, TO ASSIST THEIR EFFORTS. KORN FERRY PROVIDES THE FOLLOWING SERVICES TO THE HUMAN RESOURCES COMMITTEE: (A) EDUCATION OF COMMITTEE MEMBERS REGARDING EXECUTIVE COMPENSATION TRENDS AND BEST PRACTICES IN HEALTHCARE ORGANIZATIONS; (B) ASSESSMENT OF THE MARKET COMPETITIVENESS AND REASONABLENESS OF SUMMA'S EXECUTIVE COMPENSATION PROGRAMS INCLUDING BASE SALARY, INCENTIVE COMPENSATION, CORE AND EXECUTIVE BENEFITS, AS WELL AS THEIR ALIGNMENT WITH THE MISSION AND FUTURE PERFORMANCE EXPECTATIONS; (C) WRITTEN, DETAILED EVALUATION OF THE MARKET REASONABLENESS OF SUMMA'S EXECUTIVE COMPENSATION AND BENEFITS PROGRAM; AND (D) ONGOING SUPPORT AND INDEPENDENT ADVICE TO THE HUMAN RESOURCES COMMITTEE ON MATTERS RELATED TO EXECUTIVE COMPENSATION. THE HUMAN RESOURCES COMMITTEE CONTEMPORANEOUSLY DOCUMENTS ITS DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARRANGEMENTS FOR EACH POSITION LISTED BELOW. EACH YEAR THE COMPENSATION COMMITTEE REVIEWS AND APPROVES THE COMPENSATION FOR THE FOLLOWING POSITIONS: SUMMA HEALTH: PRESIDENT & CEO EXECUTIVE VP, CHIEF OPERATING OFFICER PROVIDER OPERATIONS SENIOR VICE PRESIDENT, FINANCE AND CFO SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER & GENERAL COUNSEL SENIOR VP, POST-ACUTE/AT HOME CARE DIVISION & INTEGRATED CARE MANAGEMENT SENIOR VICE PRESIDENT, IT&S & CIO SENIOR VICE PRESIDENT, CHIEF HUMAN RESOURCES OFFICER SENIOR VP, SH POPULATION HEALTH SERVICES/PRESIDENT SUMMA CARE SENIOR VICE PRESIDENT, SYSTEM CHIEF NURSING EXECUTIVE SENIOR VP, MARKETING AND BUSINESS DEVELOPMENT SENIOR VP, CHIEF QUALITY OFFICER PRESIDENT, SUMMA HEALTH SYSTEM HOSPITALS SUMMA FOUNDATION: PRESIDENT, CHIEF DEVELOPMENT OFFICER SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP: PRESIDENT SUMMA HEALTH MEDICAL GROUP
Form 990, Part VI, Line 19 Required documents available to the publicSUMMA HEALTH MAKES ITS CONFLICTS OF INTEREST POLICY AVAILABLE UPON REQUEST. THE ARTICLES OF INCORPORATION OF SUMMA HEALTH AND ITS RELATED ENTITIES ARE AVAILABLE ON THE WEBSITE OF THE OHIO SECRETARY OF STATE (WWW.SOS.STATE.OH.US). SUMMA HEALTH MAKES ITS FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE (WWW.SUMMAHEALTH.ORG). THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS (WWW.EMMA.MSRB.ORG) AND ON SUMMA'S WEBSITE (WWW.SUMMAHEALTH.ORG).
Form 990, Part VII, Section B, Line 1BEGINNING WITH THE 2014 TAX YEAR ALL INDEPENDENT CONTRACTORS WERE PAID BY SUMMA HEALTH (EIN 34-1887844) WHICH IS THE PARENT ORGANIZATION OF THE FILING ORGANIZATION.
Form 990, Part VIII, Line 2f Other Program Service RevenueAll other below breakout - Total Revenue: 5509729, Related or Exempt Function Revenue: 5509729, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueParking - Total Revenue: 2085953, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 2085953; Other Revenue 2 - Total Revenue: 1786029, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1786029; Other Revenue 3 - Total Revenue: 1786029, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1786029; Other Revenue 1 w/ UBI breakout - Total Revenue: 1341685, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1341685; Nonpatient Sales - Total Revenue: 493502, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 493502; Leftover Fees Earned - Total Revenue: 167161, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 167161; Fees Earned - CHMCA - Total Revenue: 19443, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 19443; Other Income - Total Revenue: 2875, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 2875; Misc. Sales - Total Revenue: 1265, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1265; Purchase Discounts - Total Revenue: 26, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 26; Agency Revenue - Total Revenue: -31411, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: -31411; Pension Costs - Total Revenue: -819246, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: -819246;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesPENSION LIABILITY ADJUSTMENT - 5826000; POST RETIREMENT BENEFIT ADJUSTMENT - -59000; NET ASSETS RELEASED FROM RESTRICTION FOR CAPITAL - 175000; NET ASSET CONTRIBUTION TO(FROM) AFFILIATED ORGANIZATION - 56382000; OTHER CHANGES IN NET ASSETS - ADJUSTMENTS - 58918; CHANGE IN RESTRICTED ACTIVITY - -4247283;
Form 990, Part XII, Line 2c Change of oversight process or selection processTHE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
MEDINA-SUMMIT AMBULATORY SURGERY CENTER LLC
1077 GORGE BLVDAKRONOH443042408340714755SURGERY CENTEROH$4,142,000$2,707,000SUMMA HEALTH SYSTEM
SUMMA HEALTH OUTPATIENT SERVICES LLC
1077 GORGE BLVDAKRONOH443042408340714755INFUSION CENTEROH$8,680,000$59,038SUMMA HEALTH SYSTEM

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1AKRON PHYSICIAN WELLNESS INITIATIVEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O ONE PERKINS SQUAREAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44308ZIPCd
FieldValueIRS element (for citing)
EIN853039796EIN
Primary ActivitiesPHYSICIAN WELLNESS INITIATIVESPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status7PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
SUMMA REHAB HOSPITAL LLC
29 NORTH ADAMS STREETAKRONOH44034271952573REHAB HOSPITALOHSUMMA HEALTH SYSTEMRelated$15,649,400$14,296,880falsefalse0.52
SUMMA HHAH HOLDINGS LLC
C/O 1077 GORGE BLVDAKRONOH44310823600079HOME HEALTH AND HOSPICEOHSUMMA HEALTH SYSTEMRelated$27,749,400$6,295,200falsefalse0.6

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line2USAddress/AddressLine2TxtAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
OHIO HEALTH CHOICE INC
1077 GORGE BLVDAKRONOH443092090341895396PPOOHSUMMA HEALTH SYSTEM CORPC CorporationYes (true)
SUMMA INSURANCE COMPANY INC
1200 E MARKET STAKRONOH44305341809108PROP/CAS INSOHSUMMACARE INCC CorporationYes (true)400
SUMMA HEALTH SYSTEM CORP
1077 GORGE BLVDAKRONOH443092090341515252MGMT SVCSOHSUMMA HEALTHC CorporationYes (true)
MIDDLEBURY ASSURANCE COMPANY
980405096SELF INSURANCESUMMA HEALTHC CorporationYes (true)PO BOX 1051GRAND CAYMANCJKY11102CJ
SUMMACARE INC
1200 E MARKET STAKRONOH44305341726655PROP/CAS INSOHSUMMA HEALTH SYSTEM CORPC CorporationYes (true)400
SUMMA ACCOUNTABLE CARE ORGANIZATION
1077 GORGE BLVDAKRONOH443092090CONTRACTINGOHSUMMA HEALTHC CorporationYes (true)
SUMMA MANAGEMENT SERVICES ORGANIZATION
1200 E MARKET STAKRONOH44305MGMT SVCSOHSUMMA HEALTH SYSTEM CORPC CorporationYes (true)400
SUMMA INTEGRATED SERVICES ORGANIZATION
1200 E MARKET STAKRONOH44305MGMT SVCSOHSUMMA HEALTH SYSTEM CORPC CorporationYes (true)400
SUMMACARE OF MICHIGAN INC
1200 E MARKET STAKRONOH44305843836552PROP/CAS INSOHSUMMACARE INCC CorporationYes (true)400
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (12 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Summa Rehab Hospital LLC
A$2,785,190FMV
Summacare Inc
L$59,983,149FMV
Summacare Inc
L$11,542,500FMV
Summa Insurance Company Inc
L$18,615,295FMV
Summa Insurance Company Inc
L$2,901,692FMV
SummaCare Inc
L$149,253FMV
SummaCare Inc
L$560,863FMV
Summa Rehab Hospital LLC
L$369,680FMV
Middlebury Assurance Company
M$9,515,593FMV
Middlebury Assurance Company
M$4,485,169FMV
Summa Integrated Services Organization
M$2,204,363FMV
Summa Health
B$1,688,554Cost