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SUMMA HEALTH GROUP RETURN: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SUMMA HEALTH GROUP RETURN (EIN 90-0640432)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-10
IRS object ID
202213149349302561
Schema version
2021v4.2
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)
Return2022-11-10T09:39:31-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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Business Name Line1ERNST & YOUNGBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

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Address Line1111 MONUMENT CIR STE 4000AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
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Business Officer BusinessOfficerGrp

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PersonDAWN AHNERPersonNm
Person TitleSR VP, CFO, TREASPersonTitleTxt
Phone2343125867PhoneNum
Signature2022-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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Person FirstDAWNPersonFirstNm
Person LastAHNERPersonLastNm
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SSNXXX-XX-XXXXSSN

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Preparer PersonJENNIFER D RHODERICKPreparerPersonNm
PTINP00395735PTIN
Phone3176817000PhoneNum
Preparation2022-11-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerT CLIFFORD DEVENY MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11077 GORGE BLVDAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44310ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,401,476,521GrossReceiptsAmt
Group Return For AffiliatesYes (1)GroupReturnForAffiliatesInd
All Affiliates IncludedYes (1)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 Body38VotingMembersGoverningBodyCnt
Voting Members Independent31VotingMembersIndependentCnt
Total Employee8152TotalEmployeeCnt
Total Volunteers855TotalVolunteersCnt
Total Gross UBI$5,483,571TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$527,074NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$32,317,940PYContributionsGrantsAmt
CY Contributions Grants$18,097,338CYContributionsGrantsAmt
PY Program Service Revenue$1,085,525,622PYProgramServiceRevenueAmt
CY Program Service Revenue$1,356,457,546CYProgramServiceRevenueAmt
PY Investment Income$1,155,740PYInvestmentIncomeAmt
CY Investment Income$926,902CYInvestmentIncomeAmt
PY Other Revenue$14,954,048PYOtherRevenueAmt
CY Other Revenue$21,140,513CYOtherRevenueAmt
PY Total Revenue$1,133,953,350PYTotalRevenueAmt
CY Total Revenue$1,396,622,299CYTotalRevenueAmt
PY Grants And Similar Paid$242,757PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$13,212,281CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$517,361,097PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$599,409,897CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,951,182CYTotalFundraisingExpenseAmt
PY Other Expenses$640,257,765PYOtherExpensesAmt
CY Other Expenses$772,139,756CYOtherExpensesAmt
PY Total Expenses$1,157,861,619PYTotalExpensesAmt
CY Total Expenses$1,384,761,934CYTotalExpensesAmt
PY Revenues Less Expenses-$23,908,269PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,860,365CYRevenuesLessExpensesAmt
Total Assets BOY$1,741,971,957TotalAssetsBOYAmt
Total Assets EOY$1,853,324,067TotalAssetsEOYAmt
Total Liabilities BOY$1,328,480,641TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,356,282,718TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$413,491,316NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$497,041,349NetAssetsOrFundBalancesEOYAmt
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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$520,493,213ExpenseAmt
Grant$0GrantAmt
Revenue$613,978,885RevenueAmt
DescOUTPATIENT SERVICES FOR 2021: SUMMA HEALTH SYSTEM, AND SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP, PROVIDED OVER 1.9 MILLION OCCASIONS OF SERVICE, INCLUDING 136,836 EMERGENCY DEPARTMENT VISITS, 9,128 OBSERVATION PATIENTS, 15,980 SURGICAL OPERATIONS, AND OVER 1.7 MILLION OTHER OUTPATIENT VISITS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$466,096,914ExpenseAmt
Grant$0GrantAmt
Revenue$549,812,479RevenueAmt
DescINPATIENT SERVICES FOR 2021: SUMMA HEALTH SYSTEM HAD APPROXIMATELY 662 BEDS IN SERVICE, ADMITTED 34,852 ADULT PATIENTS, AND DELIVERED 4,545 NEWBORNS. THE ADULT PATIENTS RECEIVED 179,868 DAYS OF CARE, INPATIENT SURGERIES TOTALED 6,882, EMERGENCY ADMISSIONS TOTALED 25,636 AND THE AVERAGE LENGTH OF STAY WAS 5.16 DAYS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$44,568,831ExpenseAmt
Grant$0GrantAmt
Revenue$11,825,897RevenueAmt
DescRESEARCH/EDUCATION FOR 2021: 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 270 MEDICAL SCHOOL GRADUATES TRAIN IN 14 ACCREDITED RESIDENCY PROGRAMS, EIGHT ACCREDITED FELLOWSHIP TRAINING PROGRAMS AND ONE NON-ACCREDITED FELLOWSHIP PROGRAM. SUMMA HEALTH PROVIDES CLINICAL LEARNING EXPERIENCES TO NEARLY 2,300 NURSING, MEDICAL, PHARMACY, EMERGENCY MEDICAL TECHNICIAN, PARAMEDIC, AND ALLIED HEALTH STUDENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$153,305,176$13,212,281$180,840,285PART III LINE 4D - OTHER PROGRAM SERVICES: 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 967 REGISTERED, INPATIENT BEDS ON THE CAMPUSES OF SUMMA HEALTH SYSTEM AND SUMMA REHAB HOSPITAL. IN ADDITION, OUTPATIENT CARE IS PROVIDED 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, ORTHOPAEDIC, SURGERY, PRIMARY CARE, SPORTS MEDICINE, STROKE, UROLOGY, WOMEN'S SERVICES AND NURSING BY PRESTIGIOUS ORGANIZATIONS SUCH AS:AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCERAMERICAN HEART ASSOCIATIONAMERICAN STROKE ASSOCIATIONNATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERSAMERICAN NURSING CREDENTIALING CENTERCENTERS FOR MEDICARE AND MEDICAID SERVICESOHIO PATIENT SAFETY INSTITUTEAMERICAN COLLEGE OF RADIATIONNURSES IMPROVING CARE FOR HEALTH SYSTEM ELDERSAMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERYMETABOLIC AND BARIATRIC SURGERY ACCREDITATION AND QUALITY IMPROVEMENT PROGRAM- COMPREHENSIVE CENTERTHE JOINT COMMISSIONHEATLHGRADESSUMMA 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 MORE THAN 8,100 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 1,005 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 AND IS THE FOUNDING LOCATION OF ALCOHOLICS ANONYMOUS. THE HOSPITAL OPENED THE NATION'S FIRST ALCOHOLISM TREATMENT WARD AND CONTINUES ITS LONGSTANDING DEDICATION TO THIS PROGRAM TODAY.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 CAMPUSSUMMA 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 271 LICENSED 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, ALONG WITH A VARIETY OF OUTPATIENT SERVICES.
PART III LINE 4D - OTHER PROGRAM SERVICES - CONTINUED:CHARITY CAREIN 2021, SUMMA HEALTH PROVIDED CHARITY CARE AT AN ESTIMATED NET COST OF OVER $14 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 2021, THE CHARITY CARE PROGRAM (INCLUDING HOSPITAL CARE ASSURANCE PROGRAM) BENEFITED OVER 26,032 PATIENT ENCOUNTERS.MEDICAID SHORTFALLHISTORICALLY, 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 $68 MILLION.BAD DEBTSUMMA 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 2021, THE COST FOR PROVIDING CARE WRITTEN OFF AS A BAD DEBT EXPENSE WAS OVER $21.1 MILLION.COMMUNITY HEALTH IMPROVEMENT SERVICESAN IMPORTANT PART OF SUMMA HEALTH'S MISSION IS OFFERING A PREVENTION AND WELLNESS PROGRAM TO BUILD A HEALTHIER COMMUNITY. IN 2021, SUMMA HEALTH PROVIDED MORE THAN $12.8 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 2021, THE COST FOR SUBSIDIZED SERVICES WAS MORE THAN $49.7 MILLION.FINANCIAL AND IN-KIND DONATIONSANNUALLY, 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 2021, THESE CONTRIBUTIONS WERE MORE THAN $1.6 MILLION.RESEARCH AND INNOVATIONA 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 2021, SUMMA CONTRIBUTED A NET COST OF MORE THAN $6 MILLION TO EXPLORE POTENTIAL NEW THERAPIES, CARE COORDINATION IMPROVEMENTS AND TREATMENT OPTIONS.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 NORTHEST 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 14 ACCREDITED RESIDENCY TRAINING PROGRAMS, 8 ACCREDITED FELLOWSHIP TRAINING PROGRAMS AND 1 NON-ACCREDITED RESIDENCY TRAINING PROGRAM, 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 2021, APPROXIMATELY 270 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 2021 INVESTMENT IN HEALTH PROFESSIONAL EDUCATION TOTALED NEARLY $26 MILLION.
SUMMA HEALTH SERVICES:FOLLOWING IS A DESCRIPTION OF SUMMA HEALTH'S NOTABLE ACCOMPLISHMENTS BY PRIMARY SERVICE LINES IN 2021: 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. SUMMA HEALTH SYSTEM AKRON CAMPUS WAS RANKED AMONG THE TOP 50 CARDIOVASCULAR HOSPITALS IN THE U.S. BY IBM WATSON HEALTH. SUMMA HEALTH IS THE ONLY HOSPITAL SYSTEM IN NORTHEAST OHIO TO RECEIVE THIS YEAR'S AWARD. THE ANNUAL IBM 50 TOP CARDIOVASCULAR HOSPITALS STUDY IDENTIFIES TOP-PERFORMING HOSPITALS BASED ON A BALANCED LOOK AT CLINICAL, OPERATIONAL AND FINANCIAL METRICS. AS ONE OF THE 50 TOP CARDIOVASCULAR HOSPITALS, SUMMA HEALTH WAS SHOWN TO HAVE ACHIEVED BETTER SURVIVAL RATES, FEWER PATIENT COMPLICATIONS, FEWER HEALTHCARE ASSOCIATED INFECTIONS, LOWER 30-DAY MORTALITY AND READMISSION RATES, SHORTER LENGTHS OF STAY AND LOWER INPATIENT EXPENSES WHEN COMPARED TO SIMILAR HOSPITALS. THIS IS THE THIRD CONSECUTIVE YEAR SUMMA HEALTH HAS EARNED THIS RECOGNITION.SUMMA HEALTH SYSTEM AKRON CAMPUS HAS BECOME THE FIRST TRANSCATHETER VALVE PROGRAM IN THE STATE OF OHIO AND THE NINTH IN THE NATION TO BE FORMALLY RECOGNIZED BY THE AMERICAN COLLEGE OF CARDIOLOGY (ACC) FOR EXCELLING IN QUALITY FOR THE TAVR PROGRAM. 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 QUALITY ACHIEVEMENT AWARD. SUMMA IS THE ONLY HOSPITAL IN THE AKRON AREA TO HAVE RECEIVED THE AMERICAN STROKE ASSOCIATION GET WITH THE GUIDELINES GOLD PLUS AWARD CONSECUTIVELY SINCE 2010. IN 2019, SUMMA HEALTH SYSTEM-AKRON CAMPUS WAS AWARDED THE THROMBECTOMY-CAPABLE STROKE CENTER CERTIFICATION FROM THE JOINT COMMISSION, IN COLLABORATION WITH THE AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION. BY EARNING THIS HONOR, SUMMA HEALTH BECAME THE FIRST HOSPITAL IN OHIO TO BE AWARDED THIS CERTIFICATION.SUMMA HEALTH HAS RECEIVED NUMEROUS AWARDS FROM HEALTHGRADES IN THE NEUROSCIENCES FIELD, INCLUDING THE HEALTHGRADES NEUROSCIENCES EXCELLENCE AWARD FOR 3 YEARS IN A ROW (2020-2022); THE HEALTHGRADES CRANIAL NEUROSURGERY EXCELLENCE AWARD FOR 4 YEARS IN A ROW (2019-2022); AND THE HEALTHGRADES STROKE CARE EXCELLENCE AWARD FOR 4 YEARS IN A ROW (2019-2022).NURSING:IN SEPTEMBER 2021, THE SUMMA HEALTH SYSTEM AKRON AND ST. THOMAS CAMPUSES RECEIVED MAGNET REDESIGNATION FOR NURSING EXCELLENCE FROM THE AMERICAN NURSES CREDENTIALING CENTER (ANCC). THE AKRON AND ST. THOMAS CAMPUSES WERE INITIALLY DESIGNATED IN 2011 AND REDESIGNATED IN 2016. IN ADDITION, OUR BARBERTON CAMPUS EARNED MAGNET DESIGNATION IN JUNE 2020. SUMMA SHARES MAGNET STATUS WITH JUST EIGHT PERCENT OF HOSPITALS IN THE COUNTRY. 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). IN NOVEMBER 2021, SUMMA HEALTH CANCER INSTITUTE RECEIVED A THREE-YEAR ACCREDITATION FROM THE NATIONAL ACCREDITATION PROGRAM FOR RECTAL CANCER (NAPRC), A QUALITY PROGRAM OF THE AMERICAN COLLEGE OF SURGEONS. AT THE TIME OF ACCREDITATION, SUMMA HEALTH WAS JUST ONE OF TWO ACCREDITED PROGRAMS IN OHIO, AND ONE OF ONLY 35 ACCREDITED PROGRAMS NATIONWIDE.WEIGHT MANAGEMENT:SUMMA'S BARIATRIC CARE CENTER 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 AND BARBERTON CAMPUSES WERE NAMED TO NEWSWEEK'S 2021 LIST OF BEST MATERNITY CARE HOSPITALS. BARBERTON CAMPUS ALSO WON THIS AWARD IN 2020. THE DISTINCTION RECOGNIZES FACILITIES THAT HAVE EXCELLED IN PROVIDING CARE TO MOTHERS, NEWBORNS AND THEIR FAMILIES. SUMMA HEALTH SYSTEM- AKRON AND BARBERTON CAMPUSES HAVE BEEN DESIGNATED BLUE DISTINCTION CENTERS FOR MATERNITY CARE BY ANTHEM BLUE CROSS AND BLUE SHIELD. AKRON CAMPUS HAS HELD THIS DISTINCTION SINCE 2016. BARBERTON CAMPUS HAS EARNED FIVE STARS FROM THE OHIO FIRST STEPS FOR HEALTHY BABIES REVIEW COMMITTEE, A VOLUNTARY BREASTFEEDING DESIGNATION PROGRAM THAT RECOGNIZES MATERNITY CENTERS IN OHIO FOR TAKING STEPS TO PROMOTE, PROTECT AND SUPPORT BREASTFEEDING IN THEIR ORGANIZATION. 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.THE WOMEN'S HEALTH PROGRAM HAS EARNED SEVERAL BEST PRACTICE AWARDS FROM THE OHIO PATIENT SAFETY INSTITUTE (OPSI) FOR INCORPORATING REGIONAL AND NATIONAL PATIENT SAFETY BENCHMARKS, DEMONSTRATING A CLEAR FOCUS ON IMPROVING PATIENT SAFETY IN A HEALTHCARE SETTING, AND MOST IMPORTANTLY, BEING INNOVATIVE AND UNIQUE TO THE OHIO HEALTHCARE MARKET.SYSTEM: FOR THE 18TH 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 COUNCILSUMMA HEALTH SYSTEM AKRON AND BARBERTON CAMPUSES WERE A RECIPIENT OF THE HEALTHGRADES 2022 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. HEALTHGRADES ALSO NAMED SUMMA HEALTH ONE OF HEALTHGRADES AMERICA'S 100 BEST HOSPITALSTM IN THREE DIFFERENT SPECIALTIES FOR 2022 INCLUDING STROKE CARE (THREE YEARS IN A ROW); PULMONARY CARE (THREE YEARS IN A ROW); AND CRITICAL CARE (FIVE YEARS IN A ROW).
SUMMARYALTHOUGH 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 2021, SUMMA HEALTH PROVIDED CHARITY CARE TO THE INDIGENT (INCLUDING UNREIMBURSED MEDICAID) AT THE COST OF MORE THAN $81.9 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 MORE THAN 300 PHYSICIANS, 150 ADVANCED PRACTICE PROVIDERS AND MORE THAN 1,200 SUPPORT STAFF IN MORE THAN 35 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 TOTALED $23.2 MILLION IN 2021 HELPING 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 PLANNING PROCESS. THIS DEPARTMENT COLLABORATES WITH NUMEROUS DEPARTMENTS TO BEST POSITION SUMMA EDUCATION, RESEARCH AND CLINICAL INNOVATION PRIORITIES WITH PUBLIC SECTOR FUNDING OPPORTUNITIES.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$153,305,176TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$13,212,281TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$180,840,285TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,184,464,134TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee8152EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members38GoverningBodyVotingMembersCnt
Independent Voting Member31IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
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)
Phone2343125867PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11077 GORGE BLVDAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44310ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
T CLIFFORD DEVENY MD
CEO SHS, DIRECTOR SHS & SF4.0046.00Yes (X)Yes (X)$0$1,322,923$206,790
PETER BITTENBENDER MD
DIR. SHS & DIR. SHMG, PHYSICIAN52.002.00Yes (X)$757,437$0$33,881
PHYLIS FERRARA
SF PRESIDENT AND CDO50.000.00Yes (X)Yes (X)$454,120$0$68,690
WILLIAM BAUMAN MD
DIRECTOR SF, CLINICAL PHYSICIAN2.000.00Yes (X)$373,733$0$32,715
LYNN HAMRICH MD
DIRECTOR SHS, CLINICAL PHYSICIAN52.002.00Yes (X)$279,136$0$38,879
GEORGE STRICKLER
DIRECTOR & CHAIRMAN SHS4.004.00Yes (X)Yes (X)$0$0$0
NICHOLAS BROWNING
DIR. VICE CH. SHS, DIR. CH. SHMG4.004.00Yes (X)Yes (X)$0$0$0
RAMONA HOOD
DIRECTOR SHS (STARTED 1/21)2.002.00Yes (X)$0$0$0
ORRY JACOBS
DIR. SHS & SHMG (START 1/21)2.002.00Yes (X)$0$0$0
STEPHEN COMUNALE
DIRECTOR SHS2.002.00Yes (X)$0$0$0
BARBARA FACIANA
DIRECTOR SHS2.002.00Yes (X)$0$0$0
PHILIP KAUFMANN
DIRECTOR SHS2.002.00Yes (X)$0$0$0
COSTAS KEFALAS MD
DIRECTOR SHS2.002.00Yes (X)$0$0$0
JAY WILLIAMSON MD
DIR. & VICE CHAIR SHMG (START 1/21)4.000.00Yes (X)Yes (X)$0$0$0
DANIEL BALMERT
DIRECTOR SHMG (STARTED 1/21)2.000.00Yes (X)$0$0$0
JAMES MCILVAINE
DIR. SHMG (END 9/21)2.000.00Yes (X)$0$0$0
JULIA BIANCHI
DIRECTOR & SECRETARY SF4.000.00Yes (X)Yes (X)$0$0$0
KAREN BUDD PHD RN
DIRECTOR SF2.000.00Yes (X)$0$0$0
JASON BUTTERWORTH
DIRECTOR SF2.000.00Yes (X)$0$0$0
BETSY CLARK
DIRECTOR SF2.000.00Yes (X)$0$0$0
STEVE COX
DIRECTOR SF2.000.00Yes (X)$0$0$0
C GORDON EWERS
DIRECTOR SF (END 10/21)2.000.00Yes (X)$0$0$0
KAY FRANKS
DIRECTOR SF2.000.00Yes (X)$0$0$0
IRIS E HARVEY
DIRECTOR SF2.000.00Yes (X)$0$0$0
MARY ANN JACKSON
DIRECTOR SF2.000.00Yes (X)$0$0$0
BARBARA JONES
DIRECTOR SF2.000.00Yes (X)$0$0$0
THOMAS KNOLL
DIRECTOR & TREASURER SF4.000.00Yes (X)Yes (X)$0$0$0
GINGER MARCHETTA
DIRECTOR SF2.000.00Yes (X)$0$0$0
PATRICIA WARTKO
DIRECTOR SF2.000.00Yes (X)$0$0$0
R MARK WERNIG
DIRECTOR SF2.000.00Yes (X)$0$0$0
GARY WILLIAMS MD
DIRECTOR SF2.000.00Yes (X)$0$0$0
THOMAS CLARK
DIRECTOR SF2.000.00Yes (X)$0$0$0
PAUL TESTA
DIRECTOR & VICE CHAIR SF4.000.00Yes (X)Yes (X)$0$0$0
PATRICK O'NEILL
DIRECTOR/CHAIR SF4.000.00Yes (X)Yes (X)$0$0$0
JONATHON PAVLOFF
DIRECTOR SF2.000.00Yes (X)$0$0$0
CHARLES PETER MD
DIRECTOR SF2.000.00Yes (X)$0$0$0
KEITH T COLEMAN
SVP CFO, TR. SHS & SHMG, SF4.0046.00Yes (X)$0$623,567$98,019
LYDIA COOK MD
PRES. SUMMA HEALTH MED (END10/21)50.000.00Yes (X)$583,431$0$78,420
DAVID CUSTODIO MD
PRESIDENT, SHS50.000.00Yes (X)$564,129$0$96,744
ROBERT A GERBERRY
GEN. COUNSEL/SEC. SHS/SHMG/SF4.0046.00Yes (X)$0$493,592$80,183
VIVECK BHALLA MD
PRES. SUMMA HEALTH MED.(ST. 10/21)50.000.00Yes (X)$335,459$0$51,099
BENJAMIN P SUTTON
CHIEF STRATEGY OFF., & PRES.4.0046.00$0$517,877$94,948Yes (X)
MICHAEL HUGHES MD
PRESIDENT SUMMA BARBERTON50.000.00$497,379$0$83,219Yes (X)
LORI RHINE RN
VP, CNO AKRON & ST. THOMAS50.000.00$316,786$0$37,228Yes (X)
KATHLEEN BLAKE
SVP, PRES. POST ACUTE/HOME/NHC52.000.00$251,528$0$30,955Yes (X)
BRADLEY INKROTT MD
CLINICAL PHYSICIAN - SHMG50.000.00$1,653,311$0$35,853Yes (X)
DANE DONICH MD
CLINICAL PHYSICIAN - SHMG50.000.00$1,396,528$0$28,429Yes (X)
SAMUEL BORSELLINO MD
CLINICAL PHYSICIAN - SHMG50.000.00$1,298,361$0$32,023Yes (X)
ERIC ESPINAL MD
CLINICAL PHYSICIAN - SHMG50.000.00$1,149,495$0$38,096Yes (X)
DEREK KLAUS MD
CLINICAL PHYSICIAN - SHMG50.000.00$1,129,493$0$39,471Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$11,040,326TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,957,959TotReportableCompRltdOrgAmt
Total Other Compensation$1,205,642TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K699IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$1,743,630GovernmentGrantsAmt
All Other Contributions$16,353,708AllOtherContributionsAmt
Total Contributions$18,097,338TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
PATIENT SVCS LESS BD621300$1,168,090,252$1,168,090,252
PHARMACY REVENUE446110$94,957,877$94,693,671$264,206
SHMG PRACTICE SUPPORT621110$53,042,672$53,042,672
PROGRAM RELATED INVEST621110$13,817,007$13,097,710$719,297
LAB REVENUE621500$3,634,308$3,634,308

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,915,430TotalRevenueColumnAmt
Related Or Exempt Func Income$22,915,430RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,356,457,546TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$207,682TotalRevenueColumnAmt
Exclusion$207,682ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$4,134,492RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$4,854,222RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$719,730RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$719,730TotalRevenueColumnAmt
Exclusion-$719,730ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$579,508SecuritiesAmt
Other$139,712OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$579,508SecuritiesAmt
Other$139,712OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$719,220TotalRevenueColumnAmt
Exclusion$719,220ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
CAFETERIA SALES722511$5,149,476$356,171$4,793,305
PY PENSION SERV. COSTS621990$4,148,029$4,148,029
PARKING812930$1,502,951$1,502,951

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,059,787TotalRevenueColumnAmt
Unrelated Business Revenue$509,589UnrelatedBusinessRevenueAmt
Exclusion$10,550,198ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$21,860,243OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,396,622,299TotalRevenueColumnAmt
Related Or Exempt Func Income$1,351,839,735RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$5,483,571UnrelatedBusinessRevenueAmt
Exclusion$21,201,655ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$13,212,281TotalAmt
Program Services$13,212,281ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,964,968TotalAmt
Program Services$4,091,134ProgramServicesAmt
Management And General$873,834ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$44,819TotalAmt
Program Services$36,931ProgramServicesAmt
Management And General$7,888ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$499,876,418TotalAmt
Program Services$410,226,176ProgramServicesAmt
Management And General$87,621,125ManagementAndGeneralAmt
Fundraising$2,029,117FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,893,825TotalAmt
Program Services$7,289,337ProgramServicesAmt
Management And General$1,556,946ManagementAndGeneralAmt
Fundraising$47,542FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$55,508,878TotalAmt
Program Services$45,353,449ProgramServicesAmt
Management And General$9,687,144ManagementAndGeneralAmt
Fundraising$468,285FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$30,120,989TotalAmt
Program Services$24,728,557ProgramServicesAmt
Management And General$5,281,828ManagementAndGeneralAmt
Fundraising$110,604FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$2,954,732TotalAmt
Program Services$2,434,699ProgramServicesAmt
Management And General$520,033ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$268,172TotalAmt
Management And General$268,172ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$8,060TotalAmt
Management And General$8,060ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$104,311,493TotalAmt
Program Services$77,648,001ProgramServicesAmt
Management And General$26,649,202ManagementAndGeneralAmt
Fundraising$14,290FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$40,436TotalAmt
Program Services$33,319ProgramServicesAmt
Management And General$7,117ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,368,272TotalAmt
Program Services$7,670,362ProgramServicesAmt
Management And General$1,638,330ManagementAndGeneralAmt
Fundraising$59,580FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,149,284TotalAmt
Program Services$877,414ProgramServicesAmt
Management And General$187,409ManagementAndGeneralAmt
Fundraising$84,461FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$15,038,100TotalAmt
Program Services$12,391,395ProgramServicesAmt
Management And General$2,646,705ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$176,592TotalAmt
Program Services$144,691ProgramServicesAmt
Management And General$30,905ManagementAndGeneralAmt
Fundraising$996FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,081,288TotalAmt
Program Services$889,178ProgramServicesAmt
Management And General$189,922ManagementAndGeneralAmt
Fundraising$2,188FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$25,300,938TotalAmt
Program Services$20,847,973ProgramServicesAmt
Management And General$4,452,965ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$58,772,380TotalAmt
Program Services$48,428,441ProgramServicesAmt
Management And General$10,343,939ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,491,078TotalAmt
Program Services$8,644,648ProgramServicesAmt
Management And General$1,846,430ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES$295,724,354$295,722,857$1,497
MANAGEMENT FEES$156,704,764$129,124,726$27,580,038
SHMG PRACTICE SUPPORT$53,042,672$43,707,162$9,335,510
TAXES AND FRANCHISE FEE$23,627,134$19,468,758$4,158,376

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$14,080,007TotalAmt
Program Services$11,492,645ProgramServicesAmt
Management And General$2,454,740ManagementAndGeneralAmt
Fundraising$132,622FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,384,761,934TotalAmt
Program Services$1,184,464,134ProgramServicesAmt
Management And General$197,346,618ManagementAndGeneralAmt
Fundraising$2,951,182FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$98,772BOYAmt
EOY$91,494EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,293,805BOYAmt
EOY$5,177,105EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$139,347,411BOYAmt
EOY$174,777,799EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$491,685EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$19,925,796BOYAmt
EOY$22,206,564EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,976,026BOYAmt
EOY$15,672,721EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,677,679,451LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,007,273,437LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$639,028,984BOYAmt
EOY$670,406,014EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,163,529BOYAmt
EOY$10,383EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$14,537,818BOYAmt
EOY$12,044,160EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$900,371,076BOYAmt
EOY$950,217,402EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,741,971,957BOYAmt
EOY$1,853,324,067EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$70,122,897BOYAmt
EOY$66,524,567EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$611,617BOYAmt
EOY$667,411EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$579,871,882BOYAmt
EOY$570,032,271EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$240,000,000BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$437,874,245BOYAmt
EOY$719,058,469EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,328,480,641BOYAmt
EOY$1,356,282,718EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$413,266,361BOYAmt
EOY$496,839,261EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$224,955BOYAmt
EOY$202,088EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$413,491,316BOYAmt
EOY$497,041,349EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,741,971,957BOYAmt
EOY$1,853,324,067EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$11,860,365ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$23,500,163NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$48,189,505OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)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 (1)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$16,292,512CurrentTaxYearAmt
Total$16,292,512TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year$16,292,512CurrentTaxYearAmt
Total$16,292,512TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,375,319SubstantialContributorsTotAmt
Public Support Total170$14,917,193PublicSupportTotal170Amt
Total Support$16,292,512TotalSupportAmt
Public Support CY1700.91560PublicSupportCY170Pct
Public Support PY1700.27230PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (1)SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Activities TestYes (X)ActivitiesTestInd
Activities Further Exempt PrpsYes (1)ActivitiesFurtherExemptPrpsInd
Activities Engaged Org InvlmntYes (1)ActivitiesEngagedOrgInvlmntInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE A, PART I, LINE 3, 7, 12:SUMMA 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, SECTION A, PUBLIC SUPPORT:SCHEDULE 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, SECTIONS A, D, AND E: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 ANSWERS PROVIDED ON SCHEDULE A, PART VI, FOR SCHEDULE A PART IV, SECTIONS A, D AND E ARE PROVIDED FOR SHMG.
SCHEDULE A, PART IV, SECTION A, LINE 1:THE 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.
SCHEDULE A, PART IV, SECTION A, LINES 2 - 4A:THE ANSWERS FOR LINES 2-4A ARE AS FOLLOWS: 2, NO 3A, NO 4A, NO
SCHEDULE A, PART IV, SECTION A, LINE 5A:THE ANSWER FOR LINE 5A IS NO.
SCHEDULE A, PART IV, SECTION A, LINES 6-11C :THE ANSWERS FOR LINES 6 - 11C ARE AS FOLLOWS: 6, NO 7, NO 8, NO 9A-9C, NO 10A, NO 11A-11C, NO
SCHEDULE A, PART IV, SECTION D, LINES 1-3:THE ANSWERS FOR LINES 1 - 3 ARE AS FOLLOWS: 1, YES 2, YES 3, YES. SUMMA HEALTH SYSTEM 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 SUPPORTED ORGANIZATION.
SCHEDULE A, PART IV, SECTION E, LINE 1A:THE ANSWER FOR LINE 1A IS "X"
SCHEDULE A, PART IV, SECTION E, LINE 2A:THE ANSWER FOR LINE 2A IS YES: ORGANIZATION 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:THE ANSWER FOR LINE 2B IS YES. ACTIVITIES 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)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other OrganizationsYes (1)GrantsOtherOrganizationsInd
Grants Other Organizations$8,060GrantsOtherOrganizationsAmt
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$8,060TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE AMOUNT ON LINE 1(F) 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$27,566,543BeginningYearBalanceAmt
Contributions$923,605ContributionsAmt
Investment Earnings Or Losses$772,888InvestmentEarningsOrLossesAmt
End Year Balance$29,263,036EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,691,956BeginningYearBalanceAmt
Contributions-$86,257ContributionsAmt
Investment Earnings Or Losses-$682,201InvestmentEarningsOrLossesAmt
End Year Balance$21,923,498EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,437,936BeginningYearBalanceAmt
Contributions$426,808ContributionsAmt
Investment Earnings Or Losses$1,827,212InvestmentEarningsOrLossesAmt
End Year Balance$22,691,956EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$85,351,286OtherCostOrOtherBasisAmt
Book Value$85,351,286BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$951,939,372OtherCostOrOtherBasisAmt
Depreciation$526,228,913DepreciationAmt
Book Value$425,710,459BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,856,487OtherCostOrOtherBasisAmt
Depreciation$4,491,961DepreciationAmt
Book Value$6,364,526BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$571,784,690OtherCostOrOtherBasisAmt
Depreciation$450,223,117DepreciationAmt
Book Value$121,561,573BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$57,747,616OtherCostOrOtherBasisAmt
Depreciation$26,329,446DepreciationAmt
Book Value$31,418,170BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$670,406,014TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDescBook ValueBookValueAmt
NON-PERF ASSET AIR RIGHTS$491,870
TAXES RECEIVABLE$108,110
OTHER ACCOUNTS RECEIVABLE$68,571
BENEFICIAL INTEREST IN PROPERTY$3,272,496
DUE FROM RELATED ORGANIZATIONS$921,621,594
RIGHT OF USE ASSETS$16,279,959
OTHER ACCOUNTS RECEIVABLE UPL NET OF ALLOWANCE$8,374,802
FieldValueIRS element (for citing)
Total Book Value Other Assets$950,217,402TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)

DescDescAmtAmt
LEASE ESCALATION LIABILITY$188,586
CAPITAL LEASE OBLIGATIONS$28,188,176
ASSET RETIREMENT OBLIGATION$2,841,224
INTEREST RATE SWAP$10,936,462
POST RETIREMENT BENEFITS$477,177
CONTINGENT LIABILITIES$490,083
MALPRACTICE LIABILITY$15,611,000
UNSECURED PAYABLES$347,070,881
PURCHASE OPTION LIABILITY$4,621,680
RIGHT OF USE LEASE OBLIGATION$10,015,620
2021 BONDS$298,617,580
FieldValueIRS element (for citing)
Total Liability$719,058,469TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:ENDOWMENT FUNDS PROVIDE INCOME TO BE USED TO FULFILL THE TAX-EXEMPT PURPOSES OF SUMMA FOUNDATION.
PART X, LINE 2:SUMMA 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$13,317,356RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$13,317,356SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$13,317,356TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3:CENTRAL AMERICAN AND THE CARIBBEAN: ACCRUAL
PART III ACCOUNTING METHOD:
SCHEDULE F, PART I, LINE 3(F)EXPENDITURES: INSURANCE PREMIUMS PAID $13,317,356

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other250.000000000000FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed Budget0ExpensesExceedBudgetInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$51,000,464TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$36,986,611DirectOffsettingRevenueAmt
Net Community Benefit Expns$14,013,853NetCommunityBenefitExpnsAmt
Total Expense0.01000TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$219,686,152TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$151,766,467DirectOffsettingRevenueAmt
Net Community Benefit Expns$67,919,685NetCommunityBenefitExpnsAmt
Total Expense0.04870TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$270,686,616TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$188,753,078DirectOffsettingRevenueAmt
Net Community Benefit Expns$81,933,538NetCommunityBenefitExpnsAmt
Total Expense0.05870TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$12,997,945TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$135,590DirectOffsettingRevenueAmt
Net Community Benefit Expns$12,862,355NetCommunityBenefitExpnsAmt
Total Expense0.00920TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$38,319,946TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$12,397,697DirectOffsettingRevenueAmt
Net Community Benefit Expns$25,922,249NetCommunityBenefitExpnsAmt
Total Expense0.01860TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$49,712,728TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$49,712,728NetCommunityBenefitExpnsAmt
Total Expense0.03560TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$6,650,856TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$634,117DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,016,739NetCommunityBenefitExpnsAmt
Total Expense0.00430TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,610,742TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,610,742NetCommunityBenefitExpnsAmt
Total Expense0.00120TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$109,292,217TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$13,167,404DirectOffsettingRevenueAmt
Net Community Benefit Expns$96,124,813NetCommunityBenefitExpnsAmt
Total Expense0.06890TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$379,978,833TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$201,920,482DirectOffsettingRevenueAmt
Net Community Benefit Expns$178,058,351NetCommunityBenefitExpnsAmt
Total Expense0.12760TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$4,517TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$4,517NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$8,732TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$8,732NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$13,249TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$13,249NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$12,110,000BadDebtExpenseAmt
Reimbursed By Medicare$148,931,044ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$158,261,622CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$9,330,578MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)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 Ownership0.05000OrgProfitOrOwnershipPct
Ofcr Etc Profit Or Ownership0.00000OfcrEtcProfitOrOwnershipPct
Physicians Profit Or Ownership0.44000PhysiciansProfitOrOwnershipPct
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
1525 EAST MARKET STREETAKRONOH44304WWW.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 ActivitiesCollectionActivitiesIndMade Effort Orally NotifyMadeEffortOrallyNotifyIndProcessed FAP ApplicationProcessedFAPApplicationIndMade Presumptive Elig DetermMadePresumptiveEligDetermIndNondis Emergency Care PolicyNondisEmergencyCarePolicyIndLook Back MedicareLookBackMedicareIndAmounts Generally BilledAmountsGenerallyBilledIndGross ChargesGrossChargesIndNo Emergency CareNoEmergencyCareInd
SUMMA HEALTH SYSTEM
100Yes (1)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)19Yes (1)Yes (1)Yes (1)Yes (1)Yes (X)SEE PART V, PAGE 8Yes (X)Yes (1)20Yes (1)SEE PART V, PAGE 80Yes (1)Yes (X)250.000000000000400.000000000000Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (1)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)SEE PART V, PAGE 8Yes (X)SEE PART V, PAGE 8Yes (X)SEE PART V, PAGE 8Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)0Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)00
SUMMA REHAB HOSPITAL LLC
200Yes (1)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)19Yes (1)Yes (1)Yes (1)Yes (1)Yes (X)SEE PART V, PAGE 8Yes (X)Yes (1)20Yes (1)SEE PART V, PAGE 80Yes (1)Yes (X)250.000000000000400.000000000000Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (1)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)SEE PART V, PAGE 8Yes (X)SEE PART V, PAGE 8Yes (X)SEE PART V, PAGE 8Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)0Yes (X)Yes (X)Yes (X)0Yes (X)00Yes (X)

Supplemental Information SupplementalInformationGrp (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SUMMA HEALTH SYSTEMPART V, SECTION B, LINE 5: INPUT FROM PERSONS WHO REPRESENT BROAD INTERESTS OF COMMUNITY SERVED:SUMMA HEALTH SYSTEM:IN 2019 SUMMA HEALTH PARTNERED WITH SUMMIT COUNTY PUBLIC HEALTH (SCPH) AND THE SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT (SCCHI) TO CONDUCT THE 2019 CHNA. DURING THE PROCESS, OVER 200 INDICATORS WERE REVIEWED, AND COMMUNITY LEADERS AND RESIDENTS WERE CONSULTED. THE 2019 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 2019 TO IDENTIFY BARRIERS AND OPPORTUNITIES THROUGH THE LENS OF THE COMMUNITY MEMBER. LEADERS FROM THE FOLLOWING COMMUNITY ORGANIZATIONS WERE CONSULTED DURING THIS CHNA: AKRON AREA YMCAAKRON CANTON REGIONAL FOODBANKAKRON CHILDREN'S HOSPITALAKRON METROPOLITAN AREA TRANSPORTATION STUDYAKRON METROPOLITAN HOUSING AUTHORITY AKRON PUBLIC SCHOOLSAKRON REGION INTERPROFESSIONAL AREA HEALTH EDUCATION CENTERAKRON SUMMIT COMMUNITY ACTION, INCAKRON SUMMIT COUNTY PUBLIC LIBRARYAMERICAN CANCER SOCIETYASIAN SERVICES IN ACTION, INCAXESSPOINTE COMMUNITY HEALTH CENTERCHILD GUIDANCE AND FAMILY SOLUTIONSCITY OF AKRONCLEVELAND CLINIC AKRON GENERALCOMMUNITY HEALTH CENTERCOMMUNITY LEGAL AIDCOUNTY OF SUMMITCOUNTY OF SUMMIT ALCOHOL DRUG ADDICTION AND MENTAL HEALTH SERVICES BOARDGREATER AKRON CHAMBER OF COMMERCE HATTIE LARLHAMHAVEN OF REST MINISTRIESINFOLINE, INCINTERNATIONAL INSTITUTE OF AKRONLOVE AKRONMATURE SERVICESMUSTARD SEED MARKET AND CAFNOTHEAST OHIO MEDICAL UNIVERSITYOHIO GUIDESTONEOPEN M MINISTRIESOSU EXTENSIONPROJECT LEARN OF SUMMIT COUNTYSUMMIT COUNTY DD BOARDSUMMIT COUNTY PUBLIC HEALTH THE BLICK CENTERTHE OHIO AFFILIATE OF PREVENT BLINDNESSU.S. REPRESENTATIVE MARCIA FUDGEU.S. SENATOR SHERROD BROWNUNITED WAY OF SUMMIT COUNTYADDITIONAL DETAIL CAN BE FOUND ON THE SUMMA HEALTH WEBSITE AT HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2019.
SUMMA REHAB HOSPITAL, LLCPART V, SECTION B, LINE 5: INPUT FROM PERSONS WHO REPRESENT BROAD INTERESTS OF COMMUNITY SERVED:SUMMA REHABILITATION HOSPITAL:IN 2019 SUMMA HEALTH PARTNERED WITH SUMMIT COUNTY PUBLIC HEALTH (SCPH) AND THE SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT (SCCHI) TO CONDUCT THE 2019 CHNA. DURING THE PROCESS, OVER 200 INDICATORS WERE REVIEWED, AND COMMUNITY LEADERS AND RESIDENTS WERE CONSULTED. THE 2019 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 2019 TO IDENTIFY BARRIERS AND OPPORTUNITIES THROUGH THE LENS OF THE COMMUNITY MEMBER. LEADERS FROM THE FOLLOWING COMMUNITY ORGANIZATIONS WERE CONSULTED DURING THIS CHNA: AKRON AREA YMCAAKRON CANTON REGIONAL FOODBANKAKRON CHILDREN'S HOSPITALAKRON METROPOLITAN AREA TRANSPORTATION STUDYAKRON METROPOLITAN HOUSING AUTHORITY AKRON PUBLIC SCHOOLSAKRON REGION INTERPROFESSIONAL AREA HEALTH EDUCATION CENTERAKRON SUMMIT COMMUNITY ACTION, INCAKRON SUMMIT COUNTY PUBLIC LIBRARYAMERICAN CANCER SOCIETYASIAN SERVICES IN ACTION, INCAXESSPOINTE COMMUNITY HEALTH CENTERCHILD GUIDANCE AND FAMILY SOLUTIONSCITY OF AKRONCLEVELAND CLINIC AKRON GENERALCOMMUNITY HEALTH CENTERCOMMUNITY LEGAL AIDCOUNTY OF SUMMITCOUNTY OF SUMMIT ALCOHOL DRUG ADDICTION AND MENTAL HEALTH SERVICES BOARDGREATER AKRON CHAMBER OF COMMERCE HATTIE LARLHAMHAVEN OF REST MINISTRIESINFOLINE, INCINTERNATIONAL INSTITUTE OF AKRONLOVE AKRONMATURE SERVICESMUSTARD SEED MARKET AND CAFNOTHEAST OHIO MEDICAL UNIVERSITYOHIO GUIDESTONEOPEN M MINISTRIESOSU EXTENSIONPROJECT LEARN OF SUMMIT COUNTYSUMMIT COUNTY DD BOARDSUMMIT COUNTY PUBLIC HEALTH THE BLICK CENTERTHE OHIO AFFILIATE OF PREVENT BLINDNESSU.S. REPRESENTATIVE MARCIA FUDGEU.S. SENATOR SHERROD BROWNUNITED WAY OF SUMMIT COUNTYADDITIONAL DETAIL CAN BE FOUND ON THE SUMMA HEALTH WEBSITE AT HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2019.
SUMMA HEALTH SYSTEMPART V, SECTION B, LINE 6A: CHNA CONDUCTED WITH ONE OR MORE OTHER HOSPITAL FACILITIES: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
SUMMA REHAB HOSPITAL, LLCPART V, SECTION B, LINE 6A: CHNA CONDUCTED WITH ONE OR MORE OTHER HOSPITAL FACILITIES: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
SUMMA HEALTH SYSTEMPART V, SECTION B, LINE 6B: CHNA CONDUCTED WITH ONE OR MORE ORGANIZATIONS OTHER THAN HOSPITAL FACILITIES:SUMMA HEALTH SYSTEM:SUMMIT COUNTY PUBLIC HEALTH SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT
SUMMA REHAB HOSPITAL, LLCPART V, SECTION B, LINE 6B: CHNA CONDUCTED WITH ONE OR MORE ORGANIZATIONS OTHER THAN HOSPITAL FACILITIES:SUMMA REHABILITATION HOSPITAL:SUMMIT COUNTY PUBLIC HEALTH SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT
SUMMA HEALTH SYSTEMPART V, SECTION B, LINE 11: HOW THE HOSPITAL FACILITY IS ADDRESSING NEEDS IDENTIFIED IN ITS CHNA:SUMMA HEALTH SYSTEM:IN 2019 SUMMA HEALTH PARTNERED WITH SUMMIT COUNTY PUBLIC HEALTH (SCPH) AND THE SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT (SCCHI) TO CONDUCT THE 2019 CHNA THAT WAS APPROVED BY THE SUMMA HEALTH BOARD OF DIRECTORS ON DECEMBER 12, 2019. DURING THIS PROCESS OVER 200 INDICATORS WERE REVIEWED, COMMUNITY LEADERS AND RESIDENTS WERE CONSULTED, AND SIGNIFICANT HEALTH NEEDS WERE IDENTIFIED USING THE MAPP PROCESS. TO RESPOND TO THE NEEDS IDENTIFIED IN THE 2019 CHNA, IN COLLABORATION WITH SUMMA HEALTH'S INTERNAL LEADERSHIP AND DEPARTMENTS, ASSISTANCE FROM THE SUMMA COMMUNITY ENGAGEMENT COMMITTEE AND MANY EXTERNAL PARTNERS, SUMMA ENTERED INTO THE ACTION PHASE OF THE MAPP PROCESS. THIS PHASE INCLUDED THE PLANNING, IMPLEMENTATION, AND EVALUTION OF THE OBJECTIVES AND STRATEGIES FOR EACH OF THE IDENTIFIED PRIORITY AREAS. EACH PRIORITIZED HEALTH NEED ARE DETERMINED TO BE WIHTIN THE SCOPE OF SERVICES AND ALIGNED WITH THE MISSION OF THE SYSTEM. THE PLAN IS BUILT UPON THE EFFORTS OF THE PREVIOUS IMPLEMENTATION PLAN, UTLIZING LESSONS LEARNED AND CURRENT OPPORTUNITIES. THE MAPP PROCESS AND COUNTY HEALTH RANKINGS MODEL PROVIDED THE GUIDING PRINCIPLES AND FRAMEWORK FOR DEVELOPING THE PLAN AND CREATING EVIDENCE BASED STRATEGIES TO MOBILIZE COMMUNITY ACTION TOWARD HEALTH IMPROVEMENT. THE PRIORITY AREAS ARE AS FOLLOWS: CHRONIC DISEASE MANAGEMENT, ACCESS AND BARRIERS TO HEALTH CARE, HEALTH DISPARITIES, PREVENTION AND WELLNESS. ON MARCH 12, 2020, THE IMPLEMENTATION PLAN WAS APPROVED BY THE SUMMA HEALTH BOARD OF DIRECTORS. THE PRIORITIES ARE IN ALIGNMENT WITH CURRENT COMMUNITY HEALTH NEEDS IDENTIFIED BY THE SUMMIT COUNTY PUBLIC HEALTH 2019 COMMUNITY HEALTH ASSESSMENT AND THE OHIO DEPARTMENT OF HEALTH'S 2019 STATE HEALTH ASSESSMENT. THERE IS STRONG ALIGNMENT BETWEEN THE SELECTED HEALTH PRIORITIES AND THE PRIORITIES IN THE 2020-2022 OHIO STATE HEALTH IMPROVEMENT PLAN (SHIP)PRIORITY HEALTH NEEDS IDENTIFIED IN THE 2019 SUMMA CHNA:PRIORITY HEALTH ISSUE, PLAN TO ADDRESSACCESS TO HEALTH CARE, YESCHRONIC DISEASE, YESENVIRONMENTAL FACTORS, NOHEALTH DISPARITIES, YESINJURY AND ACCIDENTS, NOQUALITY OF HEALTH CARE, YESMATERNAL AND CHILD HEALTH, YESMENTAL HEALTH, YESPREVENTION AND WELLNESS, YESSUBSTANCE ABUSE, YESSIGNIFICANT HEALTH NEEDS ADDRESSED:PRIORITY HEALTH OUTCOME: IMPROVING PREVENTION AND WELLNESSAT SUMMA HEALTH, OUR POPULATION HEALTH STRATEGY IS EVOLVING THE WAY WE DELIVER CARE. OUR VISION FOR CARE PUTS THE PATIENT AT THE CENTER OF THIS MODEL BY CREATING A COLLABORATION BETWEEN THE PATIENT AND THEIR CAREGIVERS THAT IS FOCUSED ON PREVENTION AND WELLNESS (P&W). P&W FOCUSES ON IMPROVING THE WHOLE PERSON, BODY AND MIND AND REDUCING LIFESTYLE RISK FACTORS AND "EVERYDAY" BEHAVIORS THAT CAN NEGATIVELY IMPACT HEALTH. P&W STRATEGIES CROSS ALL THE PRIORITY HEALTH OUTCOMES, AND ARE EMBEDDED IN EACH OBJECTIVE.PRIORITY HEALTH OUTCOME: IMPROVING ACCESS TO HEALTH CARETHE 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.PRIORITY HEALTH OUTCOME: PROVIDING CHRONIC DISEASE MANAGEMENTTHE 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 (P&W). THE HEALTH NEEDS PERTAINING TO SUBSTANCE ABUSE ARE BEING ADDRESSED BY DECREASING ALCOHOL AND OPIATE RELATED OVERDOSES AND DEATHS (P&W). THE HEALTH NEEDS PERTAINING TO LIFESTYLE FACTORS ARE BEING ADDRESSED BY DECREASING SMOKING AND TOBACCO USE IN ADULTS. PRIORITY HEALTH OUTCOME: REDUCING HEALTH DISPARITIESTHE HEALTH NEEDS PERTAINING TO HEALTH DISPARITIES ARE BEING ADDRESSED THROUGH 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(P&W). PRIORITY HEALTH OUTCOME: IMPROVING QUALITY OF HEALTH CARETHE HEALTH NEEDS PERTAINING TO QUALITY OF CARE FACTORS ARE BEING ADDRESSED BY DECREASING HOSPITAL READMISSIONS AND INCREASING CONSUMER KNOWLEDGE OF PREOPERATIVE CARE. SIGNIFICANT HEALTH NEEDS NOT ADDRESSEDTHE 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-DIVERSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2019.A SUMMARY OF THE GOALS AND OBJECTIVES ARE AS FOLLOWS:PRIORITY HEALTH GOAL: INCREASE ACCESS TO QULITY HEALTHCARE OBJECTIVE 1: THE NUMBER OF INDIVUDALS WHO HAVE ACCESS TO PRIMARY CARE MEDICAL HOMES (PCMH) AND COMPREHENSIVE CARE PLUS (CPC+) PRACTICES HEREBY INCREASE THE OPPORTUNITIES FOR PREVENTATIVE AND EARLY INTERVENTIONS FOR INDIVIDUALS REQUIRING PRIMARY CARE, DENTAL AND BEHAVIORAL HEALTH PROVIDERS. OBJECTIVE 2: INCREASE ACCESS TO PRIMARY CARE PROVIDERS AND SPECIALISTS AS NEEDED ALONG THE CONTINUUM OF CARE. OBJECTIVE 3: PARTICPATE IN THE CMS ONCOLOTY CARE MODEL. OBJECTIVE 4: REDUCE FINANCIAL STRESS. PRIORITY HEALTH GOAL: CHRONIC DISEASE PREVENTION AND MANAGEMENT OBJECTIVE 1: DECREASE RATES OF CHRONIC DISEASE IN ADULTS. OBJECTIVE 2: INCREASE CONSUMER KNOWLEDGE BASE OF RISK FACTORS, RISK BEHAVIORS, AND GENETIC CONSIDERATIONS, WHICH LEAD TO CARDIOVASCULAR DISEASE DEVELOPMENT. OBJECTIVE 3: INCREASE CONSUMER KNOWLEDGE BASE OF RISK FACTORS, RISK BEHAVIORS, AND GENETIC CONSIDERATIONS, WHICH LEAD TO CANCER. OBJECTIVE 4: PROVIDE DIABETES PREVENTION PROGRAMS AND DIABETES EDUCATION SERVICES. OBJECTIVE 5: PROMOTE MENTAL WELLBEING AND PREVENT ALCOHOL AND OTHER DRUG DEPENDENCE FOR RESIDENTS OF SUMMIT COUNTY. OBJECTIVE 6: DECREASE SMOKING, TOBACCO AND VAPING USE IN ADULTS.PRIORITY HEALTH GOAL: REDUCE HEALTH DISPARITIES OBJECTIVE 1: IMPROVE ACCESS TO HEALTH CARE AND CARE COORINATION TO THE LGBTQ COMMUNITY THROUGH THE SUMMA HEALTH PRIDE CLINIC. OBJECTIVE 2: IMPROVE CARE COORDINATION AND REDUCE HEALTH DISPARITIES BY UTILIZING COMMUNITY HEALTH WORKERS (CHW) IN COMMUNITY-BASED SETTINGS. OBJECTIVE 3: REDUCE INFANT MORTALITY. OBJECTIVE 4: INCREASE ACADEMIC ACHIEVEMENT BY PARTNERING WITH AKRON PUBLIC SCHOOLS AS THE SUMMA HEALTH ACADEMY OF LEADERSHIP AND INNOVATION AT BUCHTEL HIGH SCHOOL.
SUMMA REHAB HOSPITAL, LLCPART V, SECTION B, LINE 11: HOW THE HOSPITAL FACILITY IS ADDRESSING NEEDS IDENTIFIED IN ITS CHNA:SUMMA REHABILITATION HOSPITAL:DUE TO THE NATURE OF THE ADULT REHABILITATION SPECIALTY SERVICES PROVIDED BY SUMMA REHAB HOSPITAL, LLC, THE IDENTIFIED HEALTH NEED IN WHICH THEY HAVE THE OPPORTUNITY TO ADDRESS IN THIS COMMUNITY HEALTH NEEDS ASSESSMENT FOR THE GREATEST IMPACT IS ACCESS TO HEALTH CARE. THE COMMUNITY RESOURCES PROVIDED BY A VARIETY OF INSTITUTIONS AND AGENCIES, INCLUDING SHS LED TO THE DETERMINATION BY SUMMA REHAB HOSPITAL, LLC TO NOT ADDRESS ANY OTHER IDENTIFIED HEALTH NEEDS AS DESCRIBED IN THE CHNA. PRIORITY HEALTH OUTCOME: IMPROVING ACCESS TO HEALTH CARETHE HEALTH NEEDS PERTAINING TO ACCESS ARE BEING ADDRESSED BY ENHANCING ACCESS TO APPROPRIATE MEDICATIONS AND IMPROVE COMPLIANCE WITH MEDICATION PRESCRIPTIONS FOR PATIENTS THAT ARE DISCHARGED FROM SUMMA REHABILITATION HOSPITAL(SRH). SRH IS ALSO IMPROVING ACCESS BY ENHANCING ACCESS TO DIAGNOSIS SPECIFIC SUPPORT GROUPS FOR COMMUNITY MEMBERS TO INCREASE PATIENT KNOWLEDGE. SUPPORT GROUPS FOCUS ON STROKE, AMPUTEE, PARKINSON'S AND TRAMATIC BRAIN INJURY(TBI). IN ADDITION, SRH WILL ALSO PARTICIPATE IN ADVOCACY AND SUPPORT GROUP ACTIVITIES THROUGH NORTHEAST OHIO BRAIN INJURY FOUNDATION/ SUMMIT COUNTY TBI COLLABORATION. 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-DIVERSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2019.
PART V, SECTION B, LINE 7A FACILITY REPORTING SUMMA HEALTH & SUMMA REHABSUMMA HEALTH SYSTEM: HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2019SUMMA REHAB HOSPITAL:HTTP://WWW.SUMMAREHABHOSPITAL.COM/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/
PART V, SECTION B, LINE 10A FACILITY REPORTING SUMMA HEALTH AND SUMMA REHABSUMMA HEALTH SYSTEM:HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2019SUMMA REHAB HOSPITAL:HTTPS://WWW.SUMMAREHABHOSPITAL.COM/ABOUT-US/COMMUNITY-HEALTH-NEEDSASSESSMENT/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-2019/
PART V SECTION B LINE 16A: FACILITY REPORTING SUMMA HEALTH & SUMMA REHABSUMMA HEALTH SYSTEM: HTTPS://WWW.SUMMAHEALTH.ORG/PATIENTVISITOR/INSURANCEANDBILLING/FINANCIALASSISTANCESUMMA REHAB HOSPITAL: HTTPS://WWW.SUMMAREHABHOSPITAL.COM/PATIENT-RESOURCES/FINANCIAL-ASSISTANCE-POLICY-FOR-SUMMA-REHAB-HOSPITAL/
PART V SECTION B LINE 16B FACILITY REPORTING SUMMA HEALTH & SUMMA REHABSUMMA HEALTH SYSTEM: HTTPS://WWW.SUMMAHEALTH.ORG/PATIENTVISITOR/INSURANCEANDBILLING/FINANCIALASSISTANCESUMMA REHAB HOSPITAL: HTTPS://WWW.SUMMAREHABHOSPITAL.COM/PATIENT-RESOURCES/FINANCIAL-ASSISTANCE-POLICY-FOR-SUMMA-REHAB-HOSPITAL/
PART V SECTION B LINE 16C FACILITY REPORTING SUMMA HEALTH & SUMMA REHABSUMMA HEALTH SYSTEM: HTTPS://WWW.SUMMAHEALTH.ORG/PATIENTVISITOR/INSURANCEANDBILLING/FINANCIALASSISTANCESUMMA REHAB HOSPITAL: HTTPS://WWW.SUMMAREHABHOSPITAL.COM/PATIENT-RESOURCES/FINANCIAL-ASSISTANCE-POLICY-FOR-SUMMA-REHAB-HOSPITAL/
PART V SECTION B LINE 20A: EXTRAORDINARY COLLECTION ACTIONSUMMA REHAB HOSPITAL:SUMMA REHAB HOSPITAL DOES NOT TAKE ECAS AND THEREFORE WRITTEN NOTICES ARE NOT NECESSARY
FieldValueIRS element (for citing)
Facility109FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (109 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxtAddress Line2USAddress/AddressLine2Txt
1 - SUMMA HEALTH EQUITY CENTER
1493 S HAWKINS AVENUEAKRONOH44320CHRONIC DISEASE MANAGEMENT, HEALTH, NUTRITION, EXERCISE AND EDUCATION SERVIC
2 - PARKVIEW CENTER
155 FIFTH STREET NEBARBERTONOH44203CANCER CENTER AND CANCER CARE, PHYSICIANS OFFICES
3 - SUMMA HEALTH COOPER PAVILION
161 NORTH FORGE STREETAKRONOH44304CANCER CENTER AND CANCER CARE
4 - SUMMA HEALTH CENTER AT GREEN - SLEEP LAB
1700 BOETTLER ROAD STE 215UNIONTOWNOH44685SLEEP AND NEUROLOGY SERVICES, OBSTETRICS AND GYNECOLOGY
5 - SUMMA HEALTH IGNATIA HALL SOUTH
3730 WHIPPLE AVE NW STE 5CANTONOH44718OUTPATIENT ADDICTION MEDICINES
6 - SUMMA HEALTH MEDINA SURGERY CENTER
3780 MEDINA RD SUITE 120MEDINAOH44256SURGERY CENTER
7 - PROFESSIONAL CENTER SOUTH
55 ARCH SUITE 2AAKRONOH44304FAMILY MEDICINE, INTERNAL MEDICINE
8 - SUMMA HEALTH MEDICAL GROUP
1 PARK WEST BLVD SUITE 350AKRONOH44320PHYSICIAN OFFICE
9 - SUMMA HEALTH MEDICAL GROUP
1 PARK WEST BLVD SUITE 200AKRONOH44320PHYSICIAN OFFICE
10 - SUMMA HEALTH MEDICAL GROUP
1 PARK WEST SUITE 330AKRONOH44320PHYSICIAN OFFICE
11 - SUMMA HEALTH MEDICAL GROUP
1 PARK WEST SUITE 330AKRONOH44320PHYSICIAN OFFICE
12 - SUMMA HEALTH MEDICAL GROUP
1260 INDEPENDENCE AVEAKRONOH44310PHYSICIAN OFFICE
13 - SUMMA HEALTH MEDICAL GROUP
1305 CORPORATE DR SUITE AHUDSONOH44236PHYSICIAN OFFICE
14 - SUMMA HEALTH MEDICAL GROUP
1463 CANTON RDAKRONOH44312PHYSICIAN OFFICE
15 - SUMMA HEALTH MEDICAL GROUP
1493 SOUTH HAWKINS AVE SUITE 130AKRONOH44320PHYSICIAN OFFICE
16 - SUMMA HEALTH MEDICAL GROUP
155 FIFTH STREET NE SUITE 100BARBERTONOH44203PHYSICIAN OFFICE
17 - SUMMA HEALTH MEDICAL GROUP
161 N FORGE ST SUITE G90AKRONOH44304PHYSICIAN OFFICE
18 - SUMMA HEALTH MEDICAL GROUP
161 N FORGE ST SUITE 190AKRONOH44304PHYSICIAN OFFICE
19 - SUMMA HEALTH MEDICAL GROUP
161 NORTH FORGE ST SUITE 298AKRONOH44304PHYSICIAN OFFICE
20 - SUMMA HEALTH MEDICAL GROUP
161 NORTH FORGE STSUITE 198AKRONOH44304PHYSICIAN OFFICE
21 - SUMMA HEALTH MEDICAL GROUP
1700 BOETTLER RD SUITE 225UNIONTOWNOH44685PHYSICIAN OFFICE
22 - SUMMA HEALTH MEDICAL GROUP
1700 BOETTLER RD SUITE 150UNIONTOWNOH44685PHYSICIAN OFFICE
23 - SUMMA HEALTH MEDICAL GROUP
1835 FRANKS PARKWAYUNIONTOWNOH44685PHYSICIAN OFFICE
24 - SUMMA PSYCHIATRY ASSOCIATES
1835 FRANKS PARKWAYUNIONTOWNOH44685PHYSICIAN OFFICE
25 - SUMMA HEALTH MEDICAL GROUP
1860 STATE RD SUITE DCUYAHOGA FALLSOH44223PHYSICIAN OFFICE
26 - SUMMA HEALTH MEDICAL GROUP
195 WADSWORTH RD SUITE 101WADSWORTHOH44281PHYSICIAN OFFICE
27 - SUMMA HEALTH MEDICAL GROUP
195 WADSWORTH RD SUITE 301WADSWORTHOH44256PHYSICIAN OFFICE
28 - SUMMA HEALTH MEDICAL GROUP
195 WADSWORTH RD SUITE 305WADSWORTHOH44281PHYSICIAN OFFICE
29 - SUMMA HEALTH MEDICAL GROUP
201 5TH ST NESUITE 16 AND 13BARBERTONOH44203PHYSICIAN OFFICE
30 - SUMMA HEALTH MEDICAL GROUP
201 5TH ST SUITE 2BARBERTONOH44203PHYSICIAN OFFICE
31 - SUMMA HEALTH MEDICAL GROUP
201 5TH ST SUITE 6BARBERTONOH44203PHYSICIAN OFFICE
32 - SUMMA HEALTH MEDICAL GROUP
201 5TH STREET NE SUITE 3BARBERTONOH44203PHYSICIAN OFFICE
33 - SUMMA HEALTH MEDICAL GROUP
201 FIFTH ST NE SUITE 10BARBERTONOH44203PHYSICIAN OFFICE
34 - SUMMA HEALTH MEDICAL GROUP
201 FIFTH STREET NE SUITE 8BARBERTONOH44203PHYSICIAN OFFICE
35 - SUMMA HEALTH MEDICAL GROUP
223 N MAIN STRITTMANOH44270PHYSICIAN OFFICE
36 - SUMMA HEALTH MEDICAL GROUP
242 PORTAGE TRAIL EXT WCUYAHOGA FALLSOH442233613PHYSICIAN OFFICE
37 - SUMMA HEALTH MEDICAL GROUP
25 S MAIN STREET SUITE BRITTMANOH44270PHYSICIAN OFFICE
38 - SUMMA HEALTH MEDICAL GROUP
28 CONSERVATORY DR SUITE CAKRONOH44314PHYSICIAN OFFICE
39 - SUMMA HEALTH MEDICAL GROUP
2875 WEST MARKET ST SUITE AFAIRLAWNOH44333PHYSICIAN OFFICE
40 - SUMMA HEALTH MEDICAL GROUP
2875 WEST MARKET ST SUITE BFAIRLAWNOH44333PHYSICIAN OFFICE
41 - SUMMA HEALTH MEDICAL GROUP
328 HINES HILL ROADBOSTON HEIGHTSOH44236PHYSICIAN OFFICE
42 - SUMMA HEALTH MEDICAL GROUP
3378 W MARKET STFAIRLAWNOH44333PHYSICIAN OFFICE
43 - SUMMA HEALTH MEDICAL GROUP
3593 S ARLINGTON ROAD SUITE DAKRONOH44312PHYSICIAN OFFICE
44 - SUMMA HEALTH MEDICAL GROUP
3780 MEDINA RD SUITE 250MEDINAOH44256PHYSICIAN OFFICE
45 - SUMMA HEALTH MEDICAL GROUP
3780 MEDINA RD SUITE 220MEDINAOH44256PHYSICIAN OFFICE
46 - SUMMA HEALTH MEDICAL GROUP
3780 MEDINA RD SUITE 210MEDINAOH44256PHYSICIAN OFFICE
47 - SUMMA HEALTH MEDICAL GROUP
3780 MEDINA ROAD SUITE 150MEDINAOH44256PHYSICIAN OFFICE
48 - SUMMA HEALTH MEDICAL GROUP
3780 MEDINA ROAD SUITE 200MEDINAOH44256PHYSICIAN OFFICE
49 - SUMMA HEALTH MEDICAL GROUP
3780 MEDINA ROAD SUITE 310MEDINAOH44256PHYSICIAN OFFICE
50 - SUMMA HEALTH MEDICAL GROUP
3838 MASSILLON RD SUITE 350UNIONTOWNOH44685PHYSICIAN OFFICE
51 - SUMMA HEALTH MEDICAL GROUP
4055 EMBASSY PARKWAY SUITE 110FAIRLAWNOH44333PHYSICIAN OFFICE
52 - SUMMA HEALTH MEDICAL GROUP
4211 ST RT 44 SUITE 1550ROOTSTOWNOH44272PHYSICIAN OFFICE
53 - SUMMA HEALTH MEDICAL GROUP
444 N MAIN ST SUITE 201AKRONOH443092090PHYSICIAN OFFICE
54 - SUMMA PSYCHIATRY ASSOCIATES
444 NORTH MAIN ST 6TH FLOORAKRONOH44310PHYSICIAN OFFICE
55 - SUMMA PSYCHIATRY ASSOCIATES
444 NORTH MAIN ST 4TH FLOORAKRONOH44310PHYSICIAN OFFICE
56 - SUMMA PSYCHIATRY ASSOCIATES
444 NORTH MAIN STSUITE 420AKRONOH44310PHYSICIAN OFFICE
57 - SUMMA HEALTH MEDICAL GROUP
500 PORTAGE LAKES DRIVE SUITE BAKRONOH44319PHYSICIAN OFFICE
58 - SUMMA HEALTH MEDICAL GROUP
51 PARK WEST BLVD SUITE 200AKRONOH44320PHYSICIAN OFFICE
59 - SUMMA HEALTH MEDICAL GROUP
525 E MARKET ST SUITE 400AKRONOH44304PHYSICIAN OFFICE
60 - SUMMA HEALTH MEDICAL GROUP
525 E MARKET ST SUITE 3EAKRONOH44304PHYSICIAN OFFICE
61 - SUMMA HEALTH MEDICAL GROUP
525 EAST MARKET STSUITE 1-NAKRONOH44304PHYSICIAN OFFICE
62 - SUMMA HEALTH MEDICAL GROUP
55 ARCH ST SUITE 2AAKRONOH44304PHYSICIAN OFFICE
63 - SUMMA HEALTH MEDICAL GROUP
55 ARCH ST SUITE 3AAKRONOH44304PHYSICIAN OFFICE
64 - SUMMA HEALTH MEDICAL GROUP
55 ARCH ST SUITE 1AAKRONOH44304PHYSICIAN OFFICE
65 - SUMMA HEALTH MEDICAL GROUP
55 ARCH ST SUITE 1BAKRONOH44304PHYSICIAN OFFICE
66 - SUMMA HEALTH MEDICAL GROUP
55 ARCH STREET SUITE 2AAKRONOH44304PHYSICIAN OFFICE
67 - SUMMA PSYCHIATRY ASSOCIATES
5655 HUDSON DRIVE SUITE 305HUDSONOH44236PHYSICIAN OFFICE
68 - SUMMA HEALTH MEDICAL GROUP
5655 HUDSON DR SUITE 315HUDSONOH44236PHYSICIAN OFFICE
69 - SUMMA HEALTH MEDICAL GROUP
60 NORTH AVETALLMADGEOH44278PHYSICIAN OFFICE
70 - SUMMA HEALTH MEDICAL GROUP
621 SCHOOL DRWADSWORTHOH44281PHYSICIAN OFFICE
71 - SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 103AKRONOH44304PHYSICIAN OFFICE
72 - SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 104AKRONOH44304PHYSICIAN OFFICE
73 - SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 201AKRONOH44304PHYSICIAN OFFICE
74 - SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 202AKRONOH44304PHYSICIAN OFFICE
75 - SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 301AKRONOH44304PHYSICIAN OFFICE
76 - SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 302AKRONOH44304PHYSICIAN OFFICE
77 - SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 401AKRONOH44304PHYSICIAN OFFICE
78 - SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 402AKRONOH44304PHYSICIAN OFFICE
79 - SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 406AKRONOH44304PHYSICIAN OFFICE
80 - SUMMA PSYCHIATRY ASSOCIATES
75 ARCH ST SUITE 410AKRONOH44304PHYSICIAN OFFICE
81 - SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 501AKRONOH44304PHYSICIAN OFFICE
82 - SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 506AKRONOH44304PHYSICIAN OFFICE
83 - SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE B1AKRONOH44304PHYSICIAN OFFICE
84 - SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE B1AKRONOH44304PHYSICIAN OFFICE
85 - SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE G2AKRONOH44304PHYSICIAN OFFICE
86 - SUMMA DENTAL CENTER
75 ARCH ST SUITE 303AKRONOH44304FULL-SERVICE OUTPATIENT DENTAL FACILITY
87 - SUMMA HEALTH MEDICAL GROUP
75 ARCH STSUITE 206AKRONOH44304PHYSICIAN OFFICE
88 - SUMMA HEALTH MEDICAL GROUP
75 ARCH SUITE 201AKRONOH44304PHYSICIAN OFFICE
89 - SUMMA HEALTH MEDICAL GROUP
91 5TH STREETBARBERTONOH44203PHYSICIAN OFFICE
90 - SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 115AKRONOH44304PHYSICIAN OFFICE
91 - SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 165AKRONOH44304PHYSICIAN OFFICE
92 - SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 175AKRONOH44304PHYSICIAN OFFICE
93 - SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 215AKRONOH44304PHYSICIAN OFFICE
94 - SUMMA HEALTH MEDICAL GROUP
95 ARCH STSUITE 220AKRONOH44304PHYSICIAN OFFICE
95 - SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 240AKRONOH44304PHYSICIAN OFFICE
96 - SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 270AKRONOH44304PHYSICIAN OFFICE
97 - SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 150AKRONOH44304PHYSICIAN OFFICE
98 - SUMMA HEALTH MEDICAL GROUP
95 ARCH STSUITE 260AKRONOH44304PHYSICIAN OFFICE
99 - SUMMA PSYCHIATRY ASSOCIATES
95 ARCH STSUITE 260AKRONOH44304PHYSICIAN OFFICE
100 - SUMMA HEALTH MEDICAL GROUP
95 ARCH STSUITE 300AKRONOH44304PHYSICIAN OFFICE
101 - SUMMA HEALTH MEDICAL GROUP
95 ARCH STSUITE 350AKRONOH44304PHYSICIAN OFFICE
102 - SUMMA HEALTH MEDICAL GROUP
AES BUILDING 388 SOUTH MAIN SUITEAKRONOH44311PHYSICIAN OFFICE207
109 - SUMMA HEALTH MEDICAL GROUP
201 5TH ST NE SUITE 14BARBERTONOH44203PHYSICIAN OFFICE
202 - SUMMA HEALTH MEDICAL GROUP
3825 FISHCREEK RD SUITE 200 AND 150STOWOH44224PHYSICIAN OFFICE
202 - SUMMA PSYCHIATRY ASSOCIATES
3825 FISHCREEK RD SUITE 120STOWOH44224PHYSICIAN OFFICE
202 - SUMMA HEALTH MEDICAL GROUP
4211 STATE RT 44 SUITE 130ROOTSTOWNOH44272PHYSICIAN OFFICE
202 - SUMMA PSYCHIATRY ASSOCIATES
4211 STATE RT 44 SUITE 150ROOTSTOWNOH44273PHYSICIAN OFFICE
202 - SUMMA HEALTH MEDICAL GROUP
4211 STATE RT 44 SUITE 110ROOTSTOWNOH44274PHYSICIAN OFFICE
202 - SUMMA HEALTH MEDICAL GROUP
185 WADSWORTH RDWADSWORTHOH44281PHYSICIAN OFFICE

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3C:SUMMA 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.)
PART I, LINE 6A:NAME OF RELATED ORGANIZATION THAT PREPARED THE COMMUNITY BENEFIT REPORT:SUMMA HEALTH
PART I, LINE 7:EXPLANATION 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 SERVICES 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.
PART I, LINE 7G:DESCRIBE SUBSIDIZED HEALTH SERVICE COSTS FROM PHYSICIAN CLINIC ON LINE 7G:THE AMOUNT OF SUBSIDIZED HEALTH SERVICES REPORTED ON LINE 7(G) ATTRIBUTABLE TO SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP IS $39,621,564.
PART II, COMMUNITY BUILDING ACTIVITIES:DESCRIBE HOW COMMUNITY BUILDING ACTIVITIES PROMOTE THE HEALTH OF THE COMMUNITY:GUIDED BY OUR COMMUNITY HEALTH NEEDS ASSESSMENT, SUMMA HEALTH ADDRESSES VARIOUS 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 WORK WITH STATE AND LOCAL LEADERSHIP TO ADDRESS COMMUNITY NEEDS AND PROVIDE HEALTHCARE SERVICES TO THE POOR AND UNDERSERVED.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.
PART III, LINE 2:AN 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.
PART III, LINE 4:FOOTNOTE IN ORGANIZATION'S FINANCIAL STATEMENTS DESCRIBING BAD DEBT EXPENSE:SUMMA HEALTH'S AUDITED FINANCIAL STATEMENTS NOTES TO CONSOLIDATED FINANCIAL STATEMENTS, 13. PATIENT SERVICE REVENUE, PAGE 37.
PART III, LINE 8:DESCRIBE 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.
PART III, LINE 9B:DID 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.
PART VI, LINE 2:NEEDS ASSESSMENT:IN 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.
PART VI, LINE 3:PATIENT EDUCATION:IN 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.
PART VI, LINE 4:COMMUNITY INFORMATION: BASED ON 2021 PATIENT ADMISSION DATA, SUMMA HEALTH CARE DELIVERY IS PRIMARILY IN SUMMIT COUNTY. SUMMIT COUNTY IS AN URBAN COUNTY AND REPRESENTS 69.6% OF THE 2021 ADMISSIONS FROM SUMMA HEALTH. WHILE SUMMA ALSO TREATS PATIENTS FROM MEDINA, NORTHERN STARK, AND WAYNE COUNTIES, MOST PATIENTS COME FROM SUMMIT COUNTY. THERE WERE 537,633 PEOPLE LIVING IN SUMMIT COUNTY IN 2021. THERE ARE 31 CITIES, VILLAGES, AND TOWNSHIPS IN SUMMIT COUNTY, WITH THE LARGEST BEING THE CITY OF AKRON. COMPARED TO THE STATE OF OHIO, SUMMIT COUNTY HAS A SLIGHTLY SMALLER PROPORTION OF CHILDREN (UNDER 18 YEARS OLD) AND A SLIGHTLY HIGHER PROPORTION OF OLDER ADULTS. IN SUMMIT COUNTY, 22.7 PERCENT OF THE POPULATION IS NON-WHITE, COMPARED TO 18.8% IN THE STATE. EDUCATIONAL ATTAINMENT IS SLIGHTLY HIGHER IN SUMMIT COUNTY THAN THE STATE OF OHIO, WITH 92.1% HAVING A HIGH SCHOOL DIPLOMA OR HIGHER AND 32.8% HAVING A BACHELOR'S DEGREE OR HIGHER. SIMILARLY, ANNUAL PER CAPITA INCOME IN SUMMIT COUNTY IS SLIGHLTY HIGHER THAN THE STATE OF OHIO AT $34,684; THE MEDIAN HOUSEHOLD INCOME IS $59,253; THE PERCENT OF SUMMIT COUNTY RESIDENTS LIVING IN POVERTY IS 12.1%. OF THE HOUSEHOLDS IN SUMMIT COUNTY, 47.7% 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 $40,281 WITH A POVERTY RATE OF 23% FOR THE CALENDAR YEAR 2021. THE UNEMPLOYMENT RATE IN SUMMIT COUNTY REBOUNDED AFTER BEING IMPACTED BY COVID-19. IN 2020, THE HIGHEST RATE WAS IN APRIL AT 14.7%, THE RATE AT THE CLOSE OF 2021 WAS 3.7%. THE CURRENT UNEMPLOYMENT RATE IS UP SLIGHTLY IN JUNE OF 2022 AT 4.4% 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.
PART VI, LINE 5:PROMOTION OF COMMUNITY HEALTH:SUMMA 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. IN ADDITION, A MAJORITY OF SUMMA'S BOARD OF DIRECTORS IS COMPRISED OF PERSONS WHO RESIDE IN SUMMA'S PRIMARY SERVICE AREA WHO ARE NEITHER EMPLOYEES NOR INDEPENDENT CONTRACTORS OF SUMMA, NOR FAMILY MEMBERS THEREOF. 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. IN FEBRUARY OF 2021, SUMMA BEGAN PHASE TWO OF THE MASTER FACILITY PLAN WITH A GROUND BREAKING OF THE NEW BEHAVIORAL HEALTH PAVILION ON THE AKRON CAMPUS. 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. IN JUNE OF 2021, SUMMA OPENED A COMPREHENSIVE MEDICAL CENTER IN STOW-KENT TO PROVIDE BETTER ACCESS TO HEALTHCARE SERVICES. WITH A FOCUS ON HEALTH AND WELLNESS, IT OFFERS ACCESS TO PRIMARY CARE, HEALTH SCREENINGS AND SPECIALITY CARE. THE STOW-KENT CENTER HONORS THE FARRIS, MCNEIL AND RIDDLE FAMILIES, THE FIRST BLACK FAMILIES TO PURCHASE PROPERTY IN THE CITY OF STOW. SUMMA HEALTH HONORS THESE FAMILIES FOR THEIR MOMENTOUS ACHIEVEMENTS IN THE FIELD OF MEDICINE AND EDUCATION, COURAGEOUS EFFORTS TO EXPAND RACIAL UNDERSTANDING, AND COMMITMENT TO ENGAGE OTHERS IN PRACTICING EQUALITY. IN SEPTEMBER OF 2021, PARTNERING WITH NORTHEAST OHIO MEDICAL UNIVERSITY, SUMMA OPENED A MEDICAL CENTER IN ROOTSTOWN TO NOT ONLY FILL A NEED FOR MEDICAL SERVICES, IT WILL GIVE MEDICAL STUDENTS ADDITIONAL OPPORTUNTIES TO LEARN AND GROW. 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 VACCINATION UNIT. IN APRIL OF 2021, SUMMA LAUNCHED COMMUNITY VACCINATION CLINICS AT SUMMA'S CORPORATE OFFICE. WE SERVED THOUSANDS OF INDIVIDUALS WITH THE DRIVE-THRU CLINIC MODEL. UNDERSTANDING TRANSPORTATION IS A BARRIER TO CARE, WE DECIDED TO TAKE VACCINES DIRECTLY TO THE COMMUNITY. IN JUNE OF 2021, SUMMA HEALTH STARTED THE VITAL VAX AND GO PROGRAM, WHICH DEPLOYED A NEW STRATEGY TO VACCINATE UNDERSERVED COMMUNITIES. THE VITAL VAX AND GO UNIT PROVIDED COVID-19 VACCINE CLINICS TO DIFFERENT LOCATIONS IN NORTHEAST OHIO REDUCING THE TRANSPORTATION BARRIER THAT MANY COMMUNITIES FACE. SUMMA SERVED OVER 25,000 INDIVIDUALS WITH THE DRIVE-THRU VACCINE CLINIC AND VITAL VAX AND GO PROGRAM. THE PANDEMIC ADVERSELY AFFECTED SUMMA HEALTH'S OPERATIONS, INCLUDING A DECLINE IN PATIENT VOLUMES AND PATIENT SERVICE REVENUE AS COVID-19 SURGES AND STAFF SHORTAGES TEMPORARILY SHUT DOWN ELECTIVE SURGERIES AND OTHER PROCEDURES THROUGHOUT VARIOUS TIMES IN 2021. SUMMA ALSO HAS INCURRED, AND WILL CONTINUE TO INCUR, SIGNIFICANT COSTS TO ADDRESS COVID-19, WHICH INCLUDE INCREASED SUPPLY COSTS, INCLUDING FOR PERSONAL PROTECTIVE EQUIPMENT, AND ADDITIONAL LABOR COSTS. FURTHERMORE, TO SUPPORT OUR COMMUNITY DURING THE PANDEMIC, SUMMA INVESTED HEAVILY IN IT INFRASTRUCTURE AND TELEMEDICINE TO ALLOW FOR A REMOTE WORKFORCE AS WELL AS CONTINUITY OF CARE DESPITE CLOSURES.
PART VI, LINE 6:DESCRIPTION OF AFFILIATED GROUP:SUMMA 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. DURING 2020, SUMMA HEALTH PROVIDED INPATIENT CARE THROUGH FACILITIES LOCATED ON THREE 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 271-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 NEARLY 57,000 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 2,300 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 MERCY MEDICAL CENTER, AND IS COMPRISED OF APPROXIMATELY 200 HOSPITALS, 9,400 PRIMARY CARE PROVIDERS, 31,300 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 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 I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
AKRON AREA YMCA
50 SOUTH MAIN STREET STE LL 100AKRONOH44308340714727501(C)(3)$120,000$0PREVENTION, WELLNESS, ACCESS TO CARE AND HEALTH DISPARITIES
AMERICAN HEART ASSOCIATION
3505 EMBASSY PARKWAY STE 100AKRONOH44333135613797501(C)(3)$20,000$0PREVENTION, WELLNESS, ACCESS TO CARE AND HEALTH DISPARITIES, RESEARCH AND EDUCATION
SUMMIT COUNTY
1867 W MARKET STREETAKRONOH44313341807135GOVT$7,000$0PREVENTION, WELLNESS, ACCESS TO CARE AND HEALTH DISPARITIES
UNITED WAY OF SUMMIT COUNTY
37 N HIGH ST SUITE AAKRONOH44308341169247501(C)(3)$10,000$0PREVENTION, WELLNESS, ACCESS TO CARE AND HEALTH DISPARITIES
HABITAT FOR HUMANITY
2301 ROMIG ROADAKRONOH44320341518873501(C)(3)$15,000$0PREVENTION, WELLNESS, ACCESS TO CARE AND HEALTH DISPARITIES
LOVE AKRON NETWORK
PO BOX 2971AKRONOH44309208035010501(C)(3)$14,036$0PREVENTION, WELLNESS, ACCESS TO CARE AND HEALTH DISPARITIES
BARBERTON COMMUNITY F
460 W PAIGE AVENUEBARBERTONOH44203341846432501(C)(3)$6,500$0PREVENTION, WELLNESS, ACCESS TO CARE AND HEALTH DISPARITIES
STEPHEN A COMUNALE JR
2900 NEWPARK DRIVEBARBERTONOH44203204345267501(C)(3)$15,000$0PREVENTION, WELLNESS, ACCESS TO CARE AND HEALTH DISPARITIES, CANCER WELLNESS SUPPORT
THE WELL COMMUNITY DEVELOPMENT CORPORATION
647 E MARKET STREETAKRONOH44304812680851501(C)(3)$50,000$0PREVENTION, WELLNESS, ACCESS TO CARE AND HEALTH DISPARITIES
AKRON PARKS COLLABORATION
PO BOX 13214AKRONOH44334824927742501(C)(3)$15,000$0PREVENTION, WELLNESS, ACCESS TO CARE AND HEALTH DISPARITIES
EPILEPSY ASSOCIATION
2831 PROSPECT AVECLEVELANDOH44115237198807501(C)(3)$5,750$0PREVENTION, WELLNESS, ACCESS TO CARE AND HEALTH DISPARITIES
SUSAN G KOMEN FOR THE CURE
26210 EMERY ROADCLEVELANDOH44128751835298501(C)(3)$7,500$0PREVENTION, WELLNESS, ACCESS TO CARE AND HEALTH DISPARITIES, CANCER WELLNESS SUPPORT
SUMMA HEALTH
1077 GORGE BLVDAKRONOH44310341887844501(C)(3)$12,842,550$0FUND MANAGEMENT FOR PREVENTION, WELLNESS, ACCESS TO CARE AND HEALTH DISPARITIES
FieldValueIRS element (for citing)
Total501c3 Org13Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2: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
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

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
BRADLEY INKROTT MD
CLINICAL PHYSICIAN - SHMG$1,261,048$0$391,393$0$870$0$4,381$0$31,472$0$1,689,164$0$0$0
T CLIFFORD DEVENY MD
CEO SHS, DIRECTOR SHS & SF$0$1,112,488$0$202,311$0$8,124$0$178,442$0$28,348$0$1,529,713$0$0
DANE DONICH MD
CLINICAL PHYSICIAN - SHMG$1,395,238$0$0$0$1,290$0$0$0$28,429$0$1,424,957$0$0$0
SAMUEL BORSELLINO MD
CLINICAL PHYSICIAN - SHMG$1,296,811$0$500$0$1,050$0$4,799$0$27,224$0$1,330,384$0$0$0
ERIC ESPINAL MD
CLINICAL PHYSICIAN - SHMG$1,148,305$0$500$0$690$0$3,692$0$34,404$0$1,187,591$0$0$0
DEREK KLAUS MD
CLINICAL PHYSICIAN - SHMG$835,836$0$292,487$0$1,170$0$5,910$0$33,561$0$1,168,964$0$0$0
PETER BITTENBENDER MD
DIR. SHS & DIR. SHMG, PHYSICIAN$684,239$0$71,998$0$1,200$0$7,991$0$25,890$0$791,318$0$0$0
KEITH T COLEMAN
SVP CFO, TR. SHS & SHMG, SF$0$519,323$0$94,052$0$10,192$0$72,144$0$25,875$0$721,586$0$0
LYDIA COOK MD
PRES. SUMMA HEALTH MED (END10/21)$487,635$0$87,828$0$7,968$0$68,563$0$9,857$0$661,851$0$0$0
DAVID CUSTODIO MD
PRESIDENT, SHS$472,723$0$86,107$0$5,299$0$67,651$0$29,093$0$660,873$0$0$0
BENJAMIN P SUTTON
CHIEF STRATEGY OFF., & PRES.$0$438,556$0$77,707$0$1,614$0$64,709$0$30,239$0$612,825$0$0
MICHAEL HUGHES MD
PRESIDENT SUMMA BARBERTON$409,566$0$75,347$0$12,466$0$59,781$0$23,438$0$580,598$0$0$0
ROBERT A GERBERRY
GEN. COUNSEL/SEC. SHS/SHMG/SF$0$415,421$0$75,388$0$2,783$0$60,494$0$19,689$0$573,775$0$0
PHYLIS FERRARA
SF PRESIDENT AND CDO$374,842$0$69,229$0$10,049$0$55,712$0$12,978$0$522,810$0$0$0
WILLIAM BAUMAN MD
DIRECTOR SF, CLINICAL PHYSICIAN$300,413$0$71,998$0$1,322$0$8,378$0$24,337$0$406,448$0$0$0
VIVECK BHALLA MD
PRES. SUMMA HEALTH MED.(ST. 10/21)$333,831$0$0$0$1,628$0$19,069$0$32,030$0$386,558$0$0$0
LORI RHINE RN
VP, CNO AKRON & ST. THOMAS$313,144$0$0$0$3,642$0$9,447$0$27,781$0$354,014$0$0$0
LYNN HAMRICH MD
DIRECTOR SHS, CLINICAL PHYSICIAN$277,088$0$500$0$1,548$0$8,372$0$30,507$0$318,015$0$0$0
KATHLEEN BLAKE
SVP, PRES. POST ACUTE/HOME/NHC$248,544$0$0$0$2,984$0$0$0$30,955$0$282,483$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATAX INDEMNIFICATION AND GROSS-UP PAYMENTS: SUMMA 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 KEY EMPLOYEE AND ONE HIGHLY COMPENSATED EMPLOYEE. THE AMOUNT OF THE GROSS UP IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: SOCIAL CLUB DUES WERE PAID ON BEHALF OF ONE OFFICER. ANY PERSONAL USE IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION.
PART I, LINE 3ARRANGEMENTS 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.
PART I, LINES 4A-BPART I, LINE 4A SEVERANCE OR CHANGE OF CONTROL PAYMENT: IN 2021 MARK TERPYLAK, DO RECEIVED A SEVERANCE PAYMENT FROM SUMMA HEALTH, A RELATED ORGANIZATION, IN THE AMOUNT OF $102,929 FROM THE ORGANIZATION. SEVERANCE AMOUNTS ARE TREATED AS TAXABLE COMPENSATION. PART I, LINE 4B SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: A SUPPLEMENTAL EXECUTIVE NON-QUALIFIED RETIREMENT PLAN IS TO PROVIDE KEY EMPLOYEES 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 $169,772 PHYLIS FERRARA $46,026, LYDIA COOK, MD $59,532, VIVEK BHALLA, MD, KEITH T. COLEMAN $63,753, ROBERT A. GERBERRY $51,101, DAVID CUSTODIO, MD $58,366, MICHAEL HUGHES, MD $50,092, BENJAMIN P. SUTTON $54,952.
PART I, LINE 7NON-FIXED PAYMENTS: THE 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 PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNum
AKRON BATH AND COPLEY JT TWP HOSP DIST
A3414486802012-07-25$32,509,635SEE PART VI000
SEE SCHEDULE K PART VI
B3414486802014-10-02$79,795,000SEE PART VI000
AKRON BATH AND COPLEY JT TWP HOSP DIST
C3414486802016-12-16$204,934,207SEE PART VI000009730NX6
AKRON BATH AND COPLEY JT TWP HOSP DIST
D3414486802017-12-22$140,000,000SEE PART VI000

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$24,339,152$32,509,635$32,509,6352012Yes (1)0Yes (1)Yes (1)
B$79,795,000$79,795,0002008Yes (1)0Yes (1)Yes (1)
C$11,190,000$205,384,474$102,782,9492019Yes (1)Yes (1)Yes (1)Yes (1)$1,874,244$201,939$100,525,342
D$2,880,000$142,286,323$688201900Yes (1)Yes (1)$545,500$141,723,005$17,130

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenInd
B0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.004700.035000.0397000Yes (1)
C0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.005800.000500.006300Yes (1)Yes (1)0.05800Yes (1)
D0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.003100.000000.0031000Yes (1)

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 ReqsWrittenProcToMonitorReqsIndBusiness Name Line2GICProviderName/BusinessNameLine2TxtTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd
RBS CITIZENS BANK
A00Yes (1)0Yes (1)Yes (1)12.0000000000000000Yes (1)
SEE SCHEDULE K VI
B00Yes (1)0Yes (1)Yes (1)20.0000000000000000Yes (1)
(no name)
C0Yes (1)000000Yes (1)
NATIXIS FUNDING
D00Yes (1)0Yes (1)0Yes (1)0Yes (1)CORP1.100000000000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE KAKRON, BATH AND COPLEY JOINT TOWNSHIP HOSPITAL DISTRICT SERIES 2018 AND 2020 BONDS: AN ADDITIONAL SCHEDULE K IS INCLUDED TO PROVIDE FOR THE ISSUANCE OF THE SERIES 2018 BONDS AND THE SERIES 2020 BONDS.
SCHEDULE K, PART IV, COLUMN B, LINE 4BNAME OF HEDGE PROVIDER: SERIES 2014A REISSUED BONDS: GOLDMAN SACHS BANK USA. DEVELOPMENT FINANCE AUTHORITY SERIES 2014 REISSUED BONDS: PNC BANK, NATIONAL ASSOCIATION.
SCHEDULE K, PART IV, COLUMN B, LINE 4CTERM OF HEDGETERM OF HEDGE: THE 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, LINE AAKRON, 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, LINE B, COLUMN (F)AKRON, 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, COLUMN B, LINE 4CTERM OF HEDGE: ANTICIPATORY 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 III, COLUMN C, LINE 8ASALE OF BOND-FINANCED PROPERTY: SUMMA 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 I, LINE A, COLUMN (F)AKRON, BATH AND COPLEY JOINT TOWNSHIP HOSPITAL DISTRICT SERIES 2012 BONDS: THE 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, LINE B, COLUMNS (A), (B), AND (D)REISSUED 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, LINE B, COLUMN (F)SERIES 2014A BONDS, SERIES 2014B BONDS, AND SERIES 2014 BONDS REISSUED 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, LINE C, COLUMN (F)AKRON, BATH AND COPLEY JOINT TOWNSHIP HOSPITAL DISTRICT SERIES 2016 BONDS: THE 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, LINE A, COLUMN (A)AKRON, BATH AND COPLEY JOINT TOWNSHIP HOSPITAL DISTRICT SERIES 2017A BOND, 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, LINE D, COLUMN (C)CUSIP NUMBERS SERIES 2017A BONDS: 009730 PA4 SERIES 2017B BONDS: 009730 PCO SERIES 2017C BONDS: 009730 PE6
SCHEDULE K, PART II, COLUMN C, LINE 3TOTAL PROCEEDS OF ISSUE COLUMN C: THE 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, COLUMN C, LINE 7ISSUANCE COSTS FROM PROCEEDS - COLUMN C THE 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, COLUMN D, LINE 3TOTAL PROCEEDS OF ISSUE COLUMN A THE 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 IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNum
AKRON BATH AND COPLEY JT TWP HOSP DIST
A3414486802018-05-15$16,252,805CONSTRUCT AND EQUIP HOSPITAL FACILITIES000
AKRON BATH AND COPLEY JT TWP HOSP DIST
B3414486802020-10-14$155,456,329SEE PART VI000009730PWG

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$16,252,805201900Yes (1)Yes (1)
B$155,456,3292012Yes (1)0Yes (1)Yes (1)$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 OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ResearchEngageBondCounselResearchInd
A0Yes (1)Yes (1)Yes (1)00.003100.000000.0031000Yes (1)
B0Yes (1)Yes (1)Yes (1)Yes (1)0.011200.001000.0122000Yes (1)Yes (1)

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)
A00Yes (1)00000Yes (1)
JPMORGAN CHASE BANK
B00Yes (1)00Yes (1)00Yes (1)0Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
KAREN CUSTODIO
FAMILY MEMBER OF DAVID CUSTODIO, MD, OFFICER$12,552EMPLOYMENT0
ALYSSA DRESSMAN
FAMILY MEMBER OF LYNN HAMRICH, MD, DIRECTOR$32,267EMPLOYMENT0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 2A AND 2BTHE PARENT ORGANIZATION, SUMMA HEALTH, EIN 34-1887844, IS THE EMPLOYER OF RECORD FOR EMPLOYEES WORKING FOR GROUP RETURN ENTITIES.
FORM 990, PART VI, SECTION A, LINE 1ALINES 1A AND 1B: THE DIRECTOR COUNT INFORMATION IS PRESENTED IN THE FOLLOWING FORMAT: ENTITY NAME - NUMBER OF VOTING MEMBERS - NUMBER OF INDEPENDENT VOTING MEMBERS SUMMA HEALTH SYSTEM ("SHS") - 11 - 8 SUMMA FOUNDATION ("SF") - 22 - 19 SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP ("SHMG") - 5 - 4 TOTALS FOR GROUP RETURN - 38 - 31 ALL OF THE ORGANIZATIONS LISTED ABOVE ARE SUBORDINATES UNDER THE CONTROL OF SUMMA HEALTH ("SH"). AS OF DECEMBER 31, 2021, SH HAD 11 VOTING DIRECTORS, 8 OF WHOM WERE INDEPENDENT VOTING DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 2FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS: SUMMA HEALTH SYSTEM: THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP AS BOARD MEMBERS OF AN ENTITY IN WHICH SUMMA HEALTH SYSTEM HAS AN OWNERSHIP INTEREST: SUMMA REHAB HOSPITAL: DAVID CUSTODIO, MD, AND BENJAMIN SUTTON THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP AS BOARD MEMBERS OF A SUMMA HEALTH OWNED ENTITY: MIDDLEBURY ASSURANCE COMPANY: T. CLIFFORD DEVENY, MD, ROBERT GERBERRY, VIVEK BHALLA, MD AND KEITH COLEMAN SUMMA ACO DBA NEWHEALTH COLLABORATIVE: T. CLIFFORD DEVENY, MD, KEITH COLEMAN, ROBERT GERBERRY, LYDIA COOK, MD, MICHAEL HUGHES, MD, KATHLEEN BLAKE SUMMA HEALTH SYSTEM CORP: T. CLIFFORD DEVENY, MD, KEITH COLEMAN, ROBERT GERBERRY THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP AS BOARD MEMBERS OF A SUMMA HEALTH SYSTEM CORP., A SUMMA HEALTH OWNED ENTITY: SUMMA MANAGEMENT SERVICES ORG.: KEITH COLEMAN, ROBERT GERBERRY SUMMACARE AND SUMMA INSURANCE COMPANY: T. CLIFFORD DEVENY, MD, BENJAMIN SUTTON, GEORGE STRICKLER, ROBERT GERBERRY, KEITH COLEMAN, LYDIA COOK, MD SUMMA FOUNDATION: T. CLIFFORD DEVENY, M.D., PAUL TESTA BUSINESS RELATIONSHIP
FORM 990, PART VI, SECTION A, LINE 6CLASSES OF MEMBERS OR STOCKHOLDERS: SUMMA 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, SECTION A, LINE 7AMEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY: SUMMA 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, SECTION A, LINE 7BDECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS: SUMMA HEALTH SYSTEM: SUMMA 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 ENTER INTO ANY AGREEMENT WITH ANY PERSON TO DO ANY OF THE FOREGOING.
FORM 990, PART VI, SECTION B, LINE 11BREVIEW OF FORM 990 BY GOVERNING BODY: THE 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 2022. 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 2022 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. SCHEDULE H OF THE RETURN WAS ALSO REVIEWED BY THE SUMMA HEALTH COMMUNITY BENEFITS COMMITTEE. 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 BOARDS 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, SECTION B, LINE 12CCONFLICT OF INTEREST POLICY: A CONFLICT OF INTEREST QUESTIONNAIRE IS SENT ANNUALLY TO ALL SUMMA HEALTH ENTITIES' BOARDS OF DIRECTORS, KEY EMPLOYEES, SENIOR MANAGERS, MEDICAL DIRECTORS, ADMINISTRATIVE DIRECTORS, EXECUTIVE DIRECTORS, DEPARTMENT HEADS, MANAGERS, SUPERVISORS, AND MEMBERS OF PURCHASING COMMITTEES FOR COMPLETION. RESPONSES ARE INDIVIDUALLY REVIEWED FOR DETERMINATION OF POTENTIAL CONFLICTS. THOSE RESPONSES DEEMED TO PRESENT POTENTIAL CONFLICTS ARE THEN PRESENTED TO THE GOVERNANCE COMMITTEE (SUB-COMMITTEE OF THE SUMMA HEALTH BOARD OF DIRECTORS). THE GOVERNANCE COMMITTEE 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, SECTION B, LINE 15PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL AND OTHER EMPLOYEES: COMPENSATION REVIEW IS DELEGATED TO SUMMA HEALTH, WHICH SHARES A COMMON BOARD WITH MEMBERS OF THE GROUP. EXECUTIVE COMPENSATION: THE 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 COMPENSATION COMMITTEE IS AN INDEPENDENT DIRECTOR AND IS NOT AFFILIATED WITH MANAGEMENT. THE COMPENSATION COMMITTEE ENGAGES OUTSIDE CONSULTING SUPPORT TO PROVIDE INDEPENDENT MARKET DATA, ADVICE AND COUNSEL TO THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE HAS USED KORN FERRY, A NATIONALLY RECOGNIZED CONSULTING FIRM, TO ASSIST THEIR EFFORTS. KORN FERRY PROVIDES THE FOLLOWING SERVICES TO THE COMPENSATION 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 COMPENSATION COMMITTEE ON MATTERS RELATED TO EXECUTIVE COMPENSATION. THE COMPENSATION 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 SENIOR VICE PRESIDENT, FINANCE & CFO SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER & GENERAL COUNSEL PRESIDENT, AMBULATORY CARE CLINICAL SERVICE LINES, CHIEF STRATEGY OFFICER SENIOR VICE PRESIDENT, IT&S & CIO SENIOR VICE PRESIDENT, CHIEF HUMAN RESOURCES OFFICER PRESIDENT, SUMMACARE SENIOR VICE PRESIDENT, POPULATION HEALTH, PRESIDENT, ACO/NHC SENIOR VICE PRESIDENT, SYSTEM CHIEF NURSING EXECUTIVE SUMMA HEALTH SYSTEM: PRESIDENT, SUMMA AKRON AND ST. THOMAS PRESIDENT, SUMMA BARBERTON PRESIDENT, AMBULATORY CARE AND CLINICAL SERVICE LINES VICE PRESIDENT AND CFO SUMMA HEALTH SYSTEM SUMMA FOUNDATION: PRESIDENT, CHIEF DEVELOPMENT OFFICER SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP: PRESIDENT SUMMA HEALTH MEDICAL GROUP
FORM 990, PART VI, SECTION C, LINE 19REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC: SUMMA 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 XI, LINE 9:PENSION LIABILITY ADJUSTMENT 16,632,000. POST RETIREMENT BENEFIT ADJUSTMENT -88,000. NET ASSETS RELEASED FROM RESTRICTION FOR CAPITAL 416,000. NET ASSET CONTRIBUTION TO(FROM) AFFILIATED ORGANIZATION 34,664,000. OTHER CHANGES IN NET ASSETS - ADJUSTMENTS 74,000. CHANGE IN RESTRICTED ACTIVITY -3,511,158. OTHER CHANGES IN NET ASSETS - ADJUSTMENTS 2,663.

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$2,047,000$2,479,000SUMMA HEALTH SYSTEM
SUMMA HEALTH OUTPATIENT SERVICES LLC
1077 GORGE BLVDAKRONOH443042408340714755INFUSION CENTEROH$0$0SUMMA HEALTH SYSTEM

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
ST THOMAS MEDICAL CENTER WOMEN'S BOARD
444 NORTH MAIN STREETAKRONOH44310346576575SUPPORT ORGANIZATIONOH501(C)(3)LINE 12A, ISUMMA HEALTH SYSTEM0
SUMMA HEALTH SYSTEM COMMUNITY
1077 GORGE BLVD PO BOX 2090AKRONOH443092090463018310SUPPORT ORGANIZATIONOH501(C)(3)LINE 12B, IIYes (1)N/A
AKRON PHYSICIAN WELLNESS INITATIVE
C/O ONE PERKINS SQUAREAKRONOH44308853039796PHYSICIAN WELLNESS INITATIVESOH501(C)(3)LINE 70N/A

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 STREETAKRONOH44304271952573REHAB HOSPITALOHSUMMA HEALTH SYSTEMRELATED$17,565,080$5,790,200000.52000
SUMMA HHAH HOLDINGS LLC
C/O 1077 GORGE BLVDAKRONOH44310823600079HOME HEALTH AND HOSPICEOHSUMMA HEALTH SYSTEMRELATED$27,069,600$8,601,600000.60000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
OHIO HEALTH CHOICE INC
1077 GORGE BLVDAKRONOH443092090341895396PPOOHSUMMA HEALTH SYSTEM CORPCYes (1)
SUMMA INSURANCE COMPANY INC
1200 E MARKET ST 400AKRONOH44305341809108PROP/CAS INSOHSUMMACARE INCCYes (1)
SUMMA HEALTH SYSTEM CORP
1077 GORGE BLVDAKRONOH443092090341515252MGMT SVCSOHSUMMA HEALTHCYes (1)
WADSWORTH RITTMAN HOS PROF SVC CORP
195 WADSWORTH RDWADSWORTHOH44281010842997PROF MED SVCSOHSUMMA HEALTH SYSTEM CORPCYes (1)
MIDDLEBURY ASSURANCE COMPANY
980405096SELF INSURANCESUMMA HEALTHCYes (1)PO BOX 1051 KY1-1102GRAND CAYMANCJCJ
SUMMACARE INC
1200 E MARKET ST 400AKRONOH44305341726655PROP/CAS INSOHSUMMA HEALTH SYSTEM CORPCYes (1)
SUMMA ACCOUNTABLE CARE ORGANIZATION
1077 GORGE BLVDAKRONOH443092090273857055CONTRACTINGOHSUMMA HEALTHCYes (1)
HEALTH CARE CENTERS PHYSICIANS INC
1077 GORGE BLVDAKRONOH443092090341692767INACTIVEOHSUMMA HEALTH SYSTEM CORPCYes (1)
SUMMA MANAGEMENT SERVICES ORGANIZATION
1200 E MARKET ST 400AKRONOH44305461145832MGMT SVCSOHSUMMA HEALTH SYSTEM CORPCYes (1)
SUMMA INTEGRATED SERVICES ORGANIZATION
1200 E MARKET ST 400AKRONOH44305461159251MGMT SVCSOHSUMMA HEALTH SYSTEM CORPCYes (1)
SUMMACARE OF MICHIGAN ING
1200 E MARKET ST 400AKRONOH44305843836552PROP/CAS INSOHSUMMACARE INCCYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (12 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
SUMMA REHAB HOSPITAL LLC
A$2,680,838FMV
SUMMACARE INC
L$60,668,327FMV
SUMMACARE INC
L$11,185,093FMV
SUMMA INSURANCE COMPANY INC
L$13,165,949FMV
SUMMA INSURANCE COMPANY INC
L$1,816,084FMV
SUMMACARE INC
L$149,776FMV
SUMMACARE INC
L$1,040,543FMV
SUMMA REHAB HOSPITAL LLC
L$454,347FMV
MIDDLEBURY ASSURANCE COMPANY
M$9,440,970FMV
MIDDLEBURY ASSURANCE COMPANY
M$3,876,386FMV
SUMMA INTEGRATED SERVICES ORGANIZATION
M$2,116,411FMV
SUMMA HEALTH
B$12,842,550COST