SUMMA HEALTH GROUP RETURN: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SUMMA HEALTH GROUP RETURN (EIN 90-0640432)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349313415
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:06:11-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900640432 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMA HEALTH GROUP RETURN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUMM | BusinessNameControlTxt |
| Phone | 2343125867 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1077 GORGE BLVD | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44310 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH T COLEMAN | PersonNm |
| Person Title | SR VP, CFO, TREAS | PersonTitleTxt |
| Phone | 2343125867 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER D RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.89.154.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 14:06:02 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7C60462F21CDFFB40771A052A0B004FBCDB53576 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | T CLIFFORD DEVENY MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1077 GORGE BLVD | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44310 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,112,025,276 | GrossReceiptsAmt |
| Group Return For Affiliates | Yes (1) | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (1) | AllAffiliatesIncludedInd |
| Group Exemption | 5864 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.summahealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Activity Or Mission | THE 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 Body | 45 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 7492 | TotalEmployeeCnt |
| Total Volunteers | 2282 | TotalVolunteersCnt |
| Total Gross UBI | $10,402,835 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $320,227 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,059,909 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,059,556 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,008,429,386 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,078,618,120 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,248,192 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,886,995 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,219,303 | PYOtherRevenueAmt |
| CY Other Revenue | $18,379,297 | CYOtherRevenueAmt |
| PY Total Revenue | $1,041,956,790 | PYTotalRevenueAmt |
| CY Total Revenue | $1,103,943,968 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $250,271 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $390,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $459,853,972 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $490,991,960 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,378,370 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $532,152,144 | PYOtherExpensesAmt |
| CY Other Expenses | $585,809,805 | CYOtherExpensesAmt |
| PY Total Expenses | $992,256,387 | PYTotalExpensesAmt |
| CY Total Expenses | $1,077,192,265 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $49,700,403 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $26,751,703 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,378,833,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,440,382,447 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $977,480,290 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $978,723,790 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $401,352,734 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $461,658,657 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SUMMA 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $446,047,674 | ExpenseAmt |
| Revenue | $555,583,055 | RevenueAmt |
| Desc | OUTPATIENT SERVICES FOR 2019: SUMMA HEALTH SYSTEM, AND SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP, PROVIDED MORE THAN 1.7 MILLION OCCASIONS OF SERVICE, INCLUDING 160,234 EMERGENCY DEPARTMENT VISITS, 13,247 OBSERVATION PATIENTS, 14,377 SURGICAL OPERATIONS, AND NEARLY 1.6 MILLION OTHER OUTPATIENT VISITS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $344,095,084 | ExpenseAmt |
| Revenue | $428,594,093 | RevenueAmt |
| Desc | INPATIENT SERVICES FOR 2019: SUMMA HEALTH SYSTEM HAD APPROXIMATELY 649 BEDS IN SERVICE, ADMITTED 33,114 ADULT PATIENTS, AND DELIVERED 3,834 NEWBORNS. THE ADULT PATIENTS RECEIVED 159,499 DAYS OF CARE, INPATIENT SURGERIES TOTALED 6,520, EMERGENCY ADMISSIONS TOTALED 23,830 AND THE AVERAGE LENGTH OF STAY WAS 4.82 DAYS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $41,901,103 | ExpenseAmt |
| Revenue | $11,336,271 | RevenueAmt |
| Desc | RESEARCH/EDUCATION FOR 2019: 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 241 MEDICAL SCHOOL GRADUATES TRAIN IN 19 ACCREDITED RESIDENCY PROGRAMS. SUMMA HEALTH PROVIDES CLINICAL LEARNING EXPERIENCES TO MORE THAN 2,599 NURSING, MEDICAL, PHARMACY, EMERGENCY MEDICAL TECHNICIAN, PARAMEDIC, AND ALLIED HEALTH STUDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $66,720,283 | $390,500 | $83,104,701 | Part 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 1,005 REGISTERED, INPATIENT BEDS ON THE CAMPUSES OF SUMMA HEALTH SYSTEM AND SUMMA REHAB HOSPITAL. IN ADDITION, OUTPATIENT CARE IS PROVIDED IN NEARLY 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 INSTITUTEUS NEWS AND WORLD REPORTAMERICAN 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 COMMISSIONHEALTHGRADES THE LEAPFROG GROUPSUMMA 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 7,000 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 91 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 2019, SUMMA HEALTH PROVIDED CHARITY CARE AT AN ESTIMATED NET COST OF OVER $15.2 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 2019, THE CHARITY CARE PROGRAM (INCLUDING HOSPITAL CARE ASSURANCE PROGRAM) BENEFITED OVER 22,157 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 MORE THAN $40 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 2019, THE COST FOR PROVIDING CARE WRITTEN OFF AS A BAD DEBT EXPENSE WAS APPROXIMATELY $17.1 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 2019, SUMMA HEALTH PROVIDED MORE THAN $10 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, THE SUMMA HEALTH DENTAL CLINIC AND DIABETES EDUCATION ARE OFFERED, EVEN THOUGH THEY ARE NOT PROFITABLE. INCOME FROM OTHER SERVICES IS USED TO COVER THESE COSTS. IN 2019, THE COST FOR SUBSIDIZED SERVICES WAS MORE THAN $36 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 2019, THESE CONTRIBUTIONS WERE MORE THAN $2 MILLION.RESEARCH AND INNOVATIONSUMMA HEALTH'S QUALITY MEDICAL CARE IS DERIVED IN PART FROM ITS ABILITY TO TRANSLATE RESULTS FROM CAREFULLY PLANNED AND EXECUTED RESEARCH INTO EFFECTIVE PATIENT CARE STRATEGIES. RESEARCH AND INNOVATION IS AN INTEGRAL FOCUS OF THE ACADEMIC AND CLINICAL ENVIRONMENT AT SUMMA HEALTH AND HELPS SET THE HIGHEST STANDARDS FOR MEDICAL CARE IN THE COMMUNITY. SUMMA HEALTH'S REPUTATION FOR EXCELLENCE IN SUCH CRITICAL SPECIALTIES AS CARDIOLOGY, DIABETES, EMERGENCY SERVICES, ORTHOPAEDICS, ONCOLOGY, SENIOR HEALTH, SURGERY, AND WOMEN'S HEALTH CONTINUES TO GROW THROUGH RESEARCH AND INNOVATION. SUMMA HEALTH INVESTED MORE THAN $7.4 MILLION IN RESEARCH IN 2019.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 15 ACCREDITED RESIDENCY TRAINING PROGRAMS IN NUMEROUS SPECIALTIES, TRAINING THE NEXT GENERATION OF PRIMARY CARE AND SPECIALTY PHYSICIANS FOR THE REGION AND BEYOND. NURSING EDUCATION ALSO IS OFFERED IN COLLABORATION WITH LOCAL AND NATIONAL UNIVERSITY PARTNERS. IN 2019, APPROXIMATELY 250 RESIDENTS AND FELLOWS TRAINED AT SUMMA HEALTH'S THREE MAIN HOSPITALS. ON AVERAGE, APPROXIMATELY 53% OF THESE RESIDENTS REMAIN IN OUR LOCAL AND SURROUNDING COMMUNITIES. SUMMA HEALTH'S 2019 INVESTMENT IN HEALTH PROFESSIONAL EDUCATION TOTALED APPROXIMATELY $27.5 MILLION. | |||
| SUMMA HEALTH SERVICES:FOLLOWING IS A DESCRIPTION OF SUMMA HEALTH'S NOTABLE ACCOMPLISHMENTS BY PRIMARY SERVICE LINES IN 2019: 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. CARDIOVASCULAR: 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. THE ANNUAL STUDY IDENTIFIES TOP PERFORMING U.S. HOSPITALS FOR INPATIENT CARDIOVASCULAR SERVICES BASED ON A BALANCED NATIONAL SCORECARD OF HOSPITAL PERFORMANCE METRICS. THE STUDY INCLUDED 989 U.S. HOSPITALS WITH CARDIOVASCULAR SERVICE LINES. SUMMA WAS NAMED AMONG THE TEACHING HOSPITALS WITH CARDIOVASCULAR RESIDENCY PROGRAMS.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.HEALTHGRADES AWARDED THE 2019 SPECIALTY EXCELLENCE AWARD FOR THE TREATMENT OF STROKE TO OUR AKRON CAMPUS, MAKING US THE ONLY HOSPITAL IN SUMMIT COUNTY TO EARN THIS HIGH HONOR.NURSING:SUMMA HEALTH SYSTEM- AKRON AND ST. THOMAS CAMPUSES HAVE MAGNET RECOGNITION FOR EXCELLENCE IN NURSING FROM THE AMERICAN NURSES CREDENTIALING CENTER (ANCC). 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). WOMEN'S SERVICES: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.BARBERTON CAMPUS WAS AWARDED RECOGNITION AND TWO MORE STARS FROM THE OHIO FIRST STEPS FOR HEALTHY BABIES REVIEW COMMITTEE REGARDING WORK RELATED TO THE TEN STEPS TO SUCCESSFUL BREASTFEEDING. THIS EARNED BARBERTON CAMPUS FOUR-STAR FACILITY STATUS. OHIO FIRST STEPS IS A VOLUNTARY BREASTFEEDING DESIGNATION PROGRAM THAT RECOGNIZES MATERNITY CENTERS IN OHIO FOR TAKING STEPS TO PROMOTE, PROTECT AND SUPPORT BREASTFEEDING IN THEIR ORGANIZATION.SYSTEM: FOR THE 16TH 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 WAS RANKED AMONG THE TOP FIVE PERCENT OF U.S. HOSPITALS IN THE HEALTHGRADES 2019 250 BEST HOSPITALS AWARD FOR CLINICAL PERFORMANCE. HEALTHGRADES ALSO NAMED SUMMA HEALTH ONE OF HEALTHGRADES AMERICA'S 100 BEST HOSPITALS IN SIX DIFFERENT SPECIALTIES FOR 2020 INCLUDING CARDIAC CARE, STROKE CARE, PULMONARY CARE, GASTROINTESTINAL CARE, GENERAL SURGERY AND CRITICAL CARE.SUMMA HEALTH SYSTEM BARBERTON AND AKRON CAMPUSES ACHIEVED RESPECTIVE GRADES OF "A AND "B" IN THE FALL 2019 LEAPFROG HOSPITAL SAFETY GRADE. | |||
| 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 2019, SUMMA HEALTH PROVIDED CHARITY CARE TO THE INDIGENT (INCLUDING UNREIMBURSED MEDICAID) AT THE COST OF MORE THAN $55.5 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 NEARLY 300 PHYSICIANS, 150 ADVANCED PRACTICE PROVIDERS AND 700 SUPPORT STAFF IN MORE THAN 30 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. IN 2019, SUMMA HEALTH MEDICAL GROUP CONTINUED ITS DEVELOPMENT OF PRIMARY CARE PODS, MEDICAL SPECIALTY PODS, MULTIDISCIPLINARY CARE TEAMS AND THE MEDICAL HOME MODEL OF CARE, TO FURTHER ENHANCE THE FOCUSED PATIENT AND FAMILY CENTERED CARE MODEL, BETTER COMMUNICATE QUALITY INITIATIVES AND ENHANCE PHYSICIAN RECRUITMENT.SUMMA FOUNDATION - PROGRAM SERVICE ACCOMPLISHMENTS:THROUGH PHILANTHROPY, SUMMA FOUNDATION SUPPORTS PATIENT CARE, MEDICAL EDUCATION AND RESEARCH. SUMMA FOUNDATION OFFERS A SPECTRUM OF PHILANTHROPIC OPTIONS FOR DONORS DESIGNED TO CREATE A POSITIVE IMPACT ON SUMMA HEALTH'S OPERATIONS, PROGRAMS, PROJECTS AND PERCEPTIONS AND TO AFFECT POSITIVE CHANGE IN THE COMMUNITIES SUMMA HEALTH SERVES. PHILANTHROPIC COMMITMENTS TO THE SUMMA HEALTH FOUNDATION IN 2019 TOTALED $9.5 MILLION.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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $66,720,283 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $390,500 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $83,104,701 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $898,764,144 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 7492 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 45 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Keith Coleman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2343125867 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1077 GORGE BLVD | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44310 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| T Clifford Deveny MD | |||||||||
| CEO SHS, Director SHS & SF | 4.00 | 46.00 | Yes (X) | Yes (X) | $0 | $1,473,583 | $36,083 | ||
| Derek Klaus MD | |||||||||
| CLINICAL PHYSICIAN - SHMG | 50.00 | $1,286,463 | $0 | $40,393 | Yes (X) | ||||
| MARK POZSGAY DO | |||||||||
| ClINICAL PHYSICIAN - SHMG | 50.00 | $1,254,395 | $0 | $39,256 | Yes (X) | ||||
| JOHN G ZOGRAFAKIS MD | |||||||||
| clinICAL PHYSICIAN - SHMG | 50.00 | $1,148,989 | $0 | $38,118 | Yes (X) | ||||
| Anand Desai MD | |||||||||
| CLINICAL PHYSICIAN - SHMG | 50.00 | $1,124,428 | $0 | $9,998 | Yes (X) | ||||
| KIEL PFEFFERIE MD | |||||||||
| CliniCAL PHYSICIAN - SHMG | 50.00 | $1,066,909 | $0 | $29,046 | Yes (X) | ||||
| Peter Bittenbender MD | |||||||||
| DIR. SHS & DIR. SHMG | 52.00 | 2.00 | Yes (X) | $751,590 | $0 | $17,013 | |||
| Lydia Cook MD | |||||||||
| President Summa Health Med | 50.00 | Yes (X) | $735,253 | $0 | $18,722 | ||||
| David Custodio MD | |||||||||
| President, SHS | 50.00 | Yes (X) | $715,592 | $0 | $35,051 | ||||
| ROBERT A GERBERRY | |||||||||
| SHS SEC./SR. VP G.Counsel, | 4.00 | 46.00 | Yes (X) | $0 | $693,493 | $26,935 | |||
| KEITH T COLEMAN | |||||||||
| SVP CFO, TR. SHS & SHMG, A | 4.00 | 46.00 | Yes (X) | $0 | $644,672 | $23,623 | |||
| THOMAS P O'NEILL | |||||||||
| VP, CFO SHS, Assistant Tre | 46.00 | 4.00 | Yes (X) | $0 | $622,216 | $28,943 | |||
| Michael Hughes MD | |||||||||
| President Summa Barberton | 50.00 | $613,856 | $0 | $30,776 | Yes (X) | ||||
| PHYLIS FERRARA | |||||||||
| PRESIDENT & CDO, SF | 50.00 | Yes (X) | Yes (X) | $581,539 | $0 | $21,218 | |||
| Tammy Scarborough | |||||||||
| President Ambulatory Care | 46.00 | 4.00 | $0 | $571,056 | $17,679 | Yes (X) | |||
| Lori Rhine RN | |||||||||
| VP, CNO Akron & St. Thomas | 50.00 | $445,831 | $0 | $32,971 | Yes (X) | ||||
| Lynn Hamrich MD | |||||||||
| DIRECTOR SHS | 52.00 | 2.00 | Yes (X) | $263,257 | $0 | $27,281 | |||
| NICHOLAS BROWNING | |||||||||
| DIR. SHS & DIR. SHMG | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen Comunale | |||||||||
| DIRECTOR SHS | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Barbara Faciana | |||||||||
| DIRECTOR SHS | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Philip Kaufmann | |||||||||
| DIRECTOR SHS | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| George Strickler | |||||||||
| DIRECTOR SHS | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Costas Kefalas MD | |||||||||
| DIRECTOR & Vice Chair SHS | 4.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DARYL CAMERON | |||||||||
| DIRECTOR SHS | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Copeland | |||||||||
| DIRECTOR SHS | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES KRAVEC MD | |||||||||
| DIRECTOR SHS | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jason Seigert | |||||||||
| DIRECTOR SHS | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT SHRODER | |||||||||
| DIRECTOR SHS | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY LOCKHART | |||||||||
| DIRECTOR & CHAIRMAN SHS | 4.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES MCILVAINE | |||||||||
| DIR. SHS & CHAIR/DIR. SHMG | 4.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK ALLIO | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEN BABBY | |||||||||
| DIRECTOR SF (End 12/2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JULIA BIANCHI | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bill Bauman MD | |||||||||
| DIRECTOR SF (started 12/2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Karen Budd PhD RN | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JASON BUTTERWORTH | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Betsy Clark | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE COX | |||||||||
| DIRECTOR SF (Started 12/2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE DAVERIO JR | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| C GORDON EWERS | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAY FRANKS | |||||||||
| DIRECTOR SF (Started 12/2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| William Ginter | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| IRIS E HARVEY | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY ANN JACKSON | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARB JONES | |||||||||
| DIRECTOR SF (Start 6/2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYN JONES | |||||||||
| DIRECTOR SF (End 6/2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TOM KNOLL | |||||||||
| DIRECTOR SF (Started 12/2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Julie L Pulk | |||||||||
| DIRECTOR SF (End 12/31/2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATTY WARTKO | |||||||||
| DIRECTOR SF (Started 1/2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| R Mark Wernig | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gary Williams MD | |||||||||
| DIRECTOR SF (started 8/2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS CLARK | |||||||||
| DIRECTOR/CHAIR SF | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PAUL TESTA | |||||||||
| DIRECTOR & Vice Chair SF | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Patrick O'Neill | |||||||||
| DIRECTOR & Secretary SF | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JONATHON PAVLOFF | |||||||||
| DIRECTOR & Treas. SF | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,988,102 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,005,020 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $473,106 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 531 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,059,556 | GovernmentGrantsAmt |
| Total Contributions | $2,059,556 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| NET PATIENT REVENUE le | 621110 | $993,125,954 | $993,034,470 | $91,484 |
| SHMG Practice support | 621110 | $44,547,001 | $44,547,001 | |
| Program related invest | 900099 | $10,947,615 | $10,246,958 | $700,657 |
| Reference Lab | 621500 | $8,505,688 | $8,505,688 | |
| Rental Income From Aff | 900099 | $2,576,486 | $2,576,486 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,915,376 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,915,376 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,078,618,120 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $199,608 | TotalRevenueColumnAmt |
| Exclusion | $199,608 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $877,359 | TotalRevenueColumnAmt |
| Exclusion | $877,359 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,624,534 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,139,657 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,515,123 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,515,123 | TotalRevenueColumnAmt |
| Exclusion | -$1,515,123 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $4,751,679 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $941,651 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,810,028 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,810,028 | TotalRevenueColumnAmt |
| Exclusion | $3,810,028 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CAFETERIA SALES | 722210 | $5,640,325 | $405,998 | $5,234,327 |
| Wellness Institute | 621990 | $2,660,136 | $382,734 | $2,277,402 |
| REBATES | 900099 | $2,010,291 | $2,010,291 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,583,668 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $316,274 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,267,394 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,894,420 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,103,943,968 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,069,320,291 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,402,835 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,161,286 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,500 | TotalAmt |
| Program Services | $390,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,289,949 | TotalAmt |
| Program Services | $3,494,163 | ProgramServicesAmt |
| Management And General | $795,786 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,658,728 | TotalAmt |
| Program Services | $329,092,411 | ProgramServicesAmt |
| Management And General | $74,949,837 | ManagementAndGeneralAmt |
| Fundraising | $1,616,480 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,724,242 | TotalAmt |
| Program Services | $6,257,624 | ProgramServicesAmt |
| Management And General | $1,425,156 | ManagementAndGeneralAmt |
| Fundraising | $41,462 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,900,142 | TotalAmt |
| Program Services | $38,851,182 | ProgramServicesAmt |
| Management And General | $8,848,243 | ManagementAndGeneralAmt |
| Fundraising | $200,717 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,418,899 | TotalAmt |
| Program Services | $20,619,101 | ProgramServicesAmt |
| Management And General | $4,695,940 | ManagementAndGeneralAmt |
| Fundraising | $103,858 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,620,664 | TotalAmt |
| Program Services | $2,134,531 | ProgramServicesAmt |
| Management And General | $486,133 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,848 | TotalAmt |
| Management And General | $226,848 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,488 | TotalAmt |
| Management And General | $7,488 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,224,483 | TotalAmt |
| Program Services | $61,982,232 | ProgramServicesAmt |
| Management And General | $26,217,749 | ManagementAndGeneralAmt |
| Fundraising | $24,502 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,049 | TotalAmt |
| Program Services | $44,023 | ProgramServicesAmt |
| Management And General | $10,026 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,588,752 | TotalAmt |
| Program Services | $7,781,978 | ProgramServicesAmt |
| Management And General | $1,772,323 | ManagementAndGeneralAmt |
| Fundraising | $34,451 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823,933 | TotalAmt |
| Program Services | $614,609 | ProgramServicesAmt |
| Management And General | $139,975 | ManagementAndGeneralAmt |
| Fundraising | $69,349 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,760,178 | TotalAmt |
| Program Services | $11,207,665 | ProgramServicesAmt |
| Management And General | $2,552,513 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,714 | TotalAmt |
| Program Services | $295,302 | ProgramServicesAmt |
| Management And General | $67,254 | ManagementAndGeneralAmt |
| Fundraising | $8,158 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,432,725 | TotalAmt |
| Program Services | $1,166,596 | ProgramServicesAmt |
| Management And General | $265,689 | ManagementAndGeneralAmt |
| Fundraising | $440 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,575,048 | TotalAmt |
| Program Services | $17,572,877 | ProgramServicesAmt |
| Management And General | $4,002,171 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,544,087 | TotalAmt |
| Program Services | $37,910,159 | ProgramServicesAmt |
| Management And General | $8,633,928 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,247,235 | TotalAmt |
| Program Services | $2,644,873 | ProgramServicesAmt |
| Management And General | $602,362 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Medical Supplies | $179,551,374 | $179,532,658 | $18,716 | |
| Management fees | $143,314,584 | $116,640,883 | $109,080 | $26,564,621 |
| SHMG PRACTICE SUPPORT | $44,547,001 | $36,283,532 | $8,263,469 | |
| Taxes and Franchise fee | $14,491,589 | $11,803,399 | $2,688,190 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,429,053 | TotalAmt |
| Program Services | $12,443,846 | ProgramServicesAmt |
| Management And General | $2,834,050 | ManagementAndGeneralAmt |
| Fundraising | $151,157 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,077,192,265 | TotalAmt |
| Program Services | $898,764,144 | ProgramServicesAmt |
| Management And General | $176,049,751 | ManagementAndGeneralAmt |
| Fundraising | $2,378,370 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,200 | BOYAmt |
| EOY | $114,795 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,092,750 | BOYAmt |
| EOY | $6,910,286 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,197,284 | BOYAmt |
| EOY | $132,131,882 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,343,435 | BOYAmt |
| EOY | $2,493,094 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,570,264 | BOYAmt |
| EOY | $16,652,748 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,213,183 | BOYAmt |
| EOY | $3,939,589 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,515,883,240 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $901,265,058 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,251,760 | BOYAmt |
| EOY | $614,618,182 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,373,119 | BOYAmt |
| EOY | $20,380,714 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,001,289 | BOYAmt |
| EOY | $10,094,452 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,228,740 | BOYAmt |
| EOY | $2,228,740 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $597,461,000 | BOYAmt |
| EOY | $630,817,965 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,378,833,024 | BOYAmt |
| EOY | $1,440,382,447 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,737,027 | BOYAmt |
| EOY | $67,089,161 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,200 | BOYAmt |
| EOY | $751,936 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $597,152,806 | BOYAmt |
| EOY | $588,617,185 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,784,257 | BOYAmt |
| EOY | $322,265,508 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $977,480,290 | BOYAmt |
| EOY | $978,723,790 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,989,497 | BOYAmt |
| EOY | $461,334,340 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,237 | BOYAmt |
| EOY | $324,317 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,352,734 | BOYAmt |
| EOY | $461,658,657 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,378,833,024 | BOYAmt |
| EOY | $1,440,382,447 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $26,751,703 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,014,881 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $34,569,101 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Summa Health System | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714755 | EIN |
| Organization Type | 3 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,313,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,438,055 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $1 | CurrentTaxYearAmt |
| Total | $6,751,704 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,313,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,438,055 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $1 | CurrentTaxYearAmt |
| Total | $6,751,704 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,493,420 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,258,284 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $212,488 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $98,245 | CurrentTaxYearMinus3YearsAmt |
| Total | $310,733 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,062,437 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,483,177 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (1) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | Yes (1) | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. THE ABOVE LISTED ORGANIZATION IS DOCUMENTING ITS PUBLIC SUPPORT PERCENTAGES AGGREGATED AS FOLLOWS: Part II, Section A. Public Support: Line 1 - column (a) 5,313,648, (b) 1,438,055, (c) 0, (d) 0, (e) 0, (f) 6,751,703; Line 4 - column (a) 5,313,648, (b) 1,438,055, (c) 0, (d) 0, (e) 0, (f) 6,751,703; Line 5 - column (f) 2,493,420; Line 6 - Public Support (f) 4,258,283 Part II, Section B. Total Support: Line 7 - column (a) 5,313,648, (b) 1,438,055, (c) 0, (d) 0, (e) 0, (f) 6,751,703; Line 8 - column (a) 212,488, (b) 98,245, (c) 0, (d) 0, (e) 0, (f) 310,733 Line 11 - Total support (f) 7,062,436 Line 12 Gross receipts from related activities (f) 1,483,177 Part II, Section C. Computation of Public Support Percentage: Line 14 - PUBLIC SUPPORT PERCENTAGE FOR 2019, SCHEDULE A, PART II, LINE 14 IS 60.29% Line 15 - PUBLIC SUPPORT PERCENTAGE FOR 2018, SCHEDULE A, PART II, LINE 15 IS 81.49% Line 16a Box = X |
| 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 TO FOR SCHEDULE A, PART IV, SECTION A, 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 SCHEDULE A, PART IV, SECTION A, LINES 2-4A ARE AS FOLLOWS: 2, NO 3A, NO 4A, NO |
| Schedule A, Part IV, Section A, Line 5a: | THE ANSWER FOR SCHEDULE A, PART IV, SECTION A, LINE 5A IS NO. |
| Schedule A, Part IV, Section A, Lines 6-11c : | THE ANSWERS FOR SCHEDULE A, PART IV, SECTION A, 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 SCHEDULE A, PART IV, SECTION D, 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: | SCHEDULE A, PART IV, SECTION E, LINE 1A IS "X" |
| Schedule A, Part IV, Section E, Line 2A: | THE ANSWER FOR SCHEDULE A, PART IV, SECTION E, 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 SCHEDULE A, PART IV, SECTION E, 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $7,488 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $7,488 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,923,498 | BeginningYearBalanceAmt |
| Contributions | $3,075,711 | ContributionsAmt |
| Investment Earnings Or Losses | $1,419,744 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $26,418,953 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,691,956 | BeginningYearBalanceAmt |
| Contributions | -$86,257 | ContributionsAmt |
| Investment Earnings Or Losses | -$682,201 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $21,923,498 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,437,936 | BeginningYearBalanceAmt |
| Contributions | $426,808 | ContributionsAmt |
| Investment Earnings Or Losses | $1,827,212 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $22,691,956 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,720,810 | BeginningYearBalanceAmt |
| Contributions | $66,105 | ContributionsAmt |
| Investment Earnings Or Losses | $651,021 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $20,437,936 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,966,435 | BeginningYearBalanceAmt |
| Contributions | $313,575 | ContributionsAmt |
| Investment Earnings Or Losses | -$559,200 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $19,720,810 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,079,708 | OtherCostOrOtherBasisAmt |
| Book Value | $76,079,708 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $856,462,656 | OtherCostOrOtherBasisAmt |
| Depreciation | $470,166,603 | DepreciationAmt |
| Book Value | $386,296,053 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,991,050 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,169,714 | DepreciationAmt |
| Book Value | $3,821,336 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $510,199,482 | OtherCostOrOtherBasisAmt |
| Depreciation | $405,515,765 | DepreciationAmt |
| Book Value | $104,683,717 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,150,344 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,412,976 | DepreciationAmt |
| Book Value | $43,737,368 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $614,618,182 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Non-Perf Asset Air Rights | $491,870 |
| Taxes receivable | $758,198 |
| Other Accounts Receivable | $68,571 |
| Beneficial Interest in Property | $3,175,838 |
| Due from Related Organizations | $597,512,570 |
| Right of Use Assets | $23,879,918 |
| Interest rate swap | $4,931,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $630,817,965 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)
| DescDesc | AmtAmt |
|---|---|
| Lease Escalation Liability | $209,171 |
| Capital Lease Obligations | $30,708,429 |
| Asset Retirement Obligation | $2,868,880 |
| Interest Rate Swap | $12,372,165 |
| Post Retirement Benefits | $729,664 |
| Contingent Liabilities | $490,083 |
| Malpractice Liability | $13,735,883 |
| Unsecured Payables | $240,098,938 |
| Purchase Option Liability | $4,597,308 |
| Right of Use Lease Obligation | $16,454,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $322,265,508 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Program services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Self insurance | SpecificServicesProvidedTxt |
| Region Total Expenditures | $9,962,846 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $9,962,846 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $9,962,846 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 $9,962,846 |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 250.000000000000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $45,484,370 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $30,264,891 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $15,219,479 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01400 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $171,770,205 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $131,465,628 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $40,304,577 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03710 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $217,254,575 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $161,730,519 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $55,524,056 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05110 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $10,192,587 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $116,975 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,075,612 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00930 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $38,648,386 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $11,195,403 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $27,452,983 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02520 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $36,018,540 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $36,018,540 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03310 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,926,445 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $521,961 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,404,484 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00680 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,016,075 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,016,075 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00190 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $94,802,033 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $11,834,339 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $82,967,694 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07630 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $312,056,608 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $173,564,858 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $138,491,750 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.12740 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $12,630 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $12,630 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $350 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $350 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $12,526 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $12,526 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $25,506 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $25,506 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $17,068,000 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $152,605,644 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $155,188,239 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$2,582,595 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Ofcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|---|
| 1 Digestive Health Center LLC | |||
| Digestive Disease | 0.05000 | 0.00000 | 0.44000 |
| 2 Medina-Summit ASC LLC | |||
| Ambulatory Surgery Center | 0.21280 | 0.00000 | 0.70000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 2 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (2 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Research FacilityResearchFacilityInd | Emergency Room24 HrsEmergencyRoom24HrsInd | OtherOtherDesc |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Summa Health System | ||||||||||||
| 1 | 525 East Market Street | Akron | OH | 44304 | www.summahealth.org | 1275 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | |
| Summa Rehab Hospital LLC | ||||||||||||
| 2 | 29 North Adams Street | Akron | OH | 44304 | www.summarehabhospital.com | 1503 | Yes (X) | Yes (X) | Rehabilitation | |||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (2 entries)
| FacilityFacilityNum | First Licensed CY Or PYFirstLicensedCYOrPYInd | Tax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYInd | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Prior CHNA ImpactPriorCHNAImpactInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Conducted With Non FcltsCHNAConductedWithNonFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Paper Copy Public InspectionPaperCopyPublicInspectionInd | Implementation Strategy AdoptImplementationStrategyAdoptInd | Implementation Strategy AdptImplementationStrategyAdptYr | Strategy Posted WebsiteStrategyPostedWebsiteInd | Strategy Website URLStrategyWebsiteURLTxt | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Medical Indigency CriteriaMedicalIndigencyCriteriaInd | Insurance Status CriteriaInsuranceStatusCriteriaInd | Underinsurance Stat CriteriaUnderinsuranceStatCriteriaInd | Residency CriteriaResidencyCriteriaInd | Explained BasisExplainedBasisInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Described InfoDescribedInfoInd | Described Suprt DocDescribedSuprtDocInd | Provided Hospital ContactProvidedHospitalContactInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | FAP Available On WebsiteFAPAvailableOnWebsiteInd | FAP Available On Website URLFAPAvailableOnWebsiteURLTxt | FAP App Available On WebsiteFAPAppAvailableOnWebsiteInd | FAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxt | FAP Summary On WebsiteFAPSummaryOnWebsiteInd | FAP Summary On Website URLFAPSummaryOnWebsiteURLTxt | FAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeInd | FAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgInd | FAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgInd | Notified FAP Copy Bill DisplayNotifiedFAPCopyBillDisplayInd | Communtity Notified FAPCommuntityNotifiedFAPInd | FAP TranslatedFAPTranslatedInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Permit No ActionsPermitNoActionsInd | Collection ActivitiesCollectionActivitiesInd | Provided Written NoticeProvidedWrittenNoticeInd | Made Effort Orally NotifyMadeEffortOrallyNotifyInd | Processed FAP ApplicationProcessedFAPApplicationInd | Made Presumptive Elig DetermMadePresumptiveEligDetermInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Look Back MedicareLookBackMedicareInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd | No Emergency CareNoEmergencyCareInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Summa Health System | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1 | 0 | 0 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 19 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (X) | SEE PART V, PAGE 8 | Yes (X) | Yes (1) | 17 | Yes (1) | SEE PART V, PAGE 8 | 0 | Yes (1) | Yes (X) | 250.000000000000 | 400.000000000000 | Yes (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 8 | Yes (X) | SEE PART V, PAGE 8 | Yes (X) | SEE PART V, PAGE 8 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | 0 | |
| Summa Rehab Hospital LLC | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2 | 0 | 0 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 19 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (X) | SEE PART V, PAGE 8 | Yes (X) | Yes (1) | 17 | Yes (1) | SEE PART V, PAGE 8 | 0 | Yes (1) | Yes (X) | 250.000000000000 | 400.000000000000 | Yes (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 8 | Yes (X) | SEE PART V, PAGE 8 | Yes (X) | SEE PART V, PAGE 8 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 0 | Yes (X) | 0 | 0 | Yes (X) |
Supplemental Information SupplementalInformationGrp (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Summa Health System | Part 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, LLC | Part 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 System | Part 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. |
| Summa Rehab Hospital, LLC | Part 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. |
| Summa Health System | Part 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, LLC | Part 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 System | Part V, Section B, Line 11: How the hospital facility is addressing needs identified in its CHNA:Summa Health System:THIS ASSESSMENT BUILDS UPON THE WORK THAT WAS COMPLETED IN THE IMPLEMENTATION PLAN THAT WAS PUBLISHED IN MAY OF 2017. ALTHOUGH SUMMA HEALTH SYSTEM (SHS) HAS MADE SIGNIFICANT STRIDES IN ADDRESSING THE 2017 PRIORITIES, IT HAS BEEN DECIDED THAT TO TRULY AFFECT HEALTH OUTCOMES, SHS, WITH THE HELP OF COMMUNITY PARTNERS HAS TO COMMIT TO A LONG-TERM STRATEGY THAT ADDRESSES THE FOLLOWING PRIORITIES FOR ANOTHER THREE YEARS AND BEYOND. THESE PRIORITY AREAS ARE AS FOLLOWS: CHRONIC DISEASE MANAGEMENT, ACCESS AND BARRIERS TO HEALTH CARE, HEALTH DISPARITIES, PREVENTION AND WELLNESS. 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.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. 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. RESOURCES, AS WELL AS AVAILABLE EXPERTISE, LIMIT OUR SELECTION OF PRIORITIES. SUMMA HEALTH WILL, HOWEVER, 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. |
| Summa Rehab Hospital, LLC | Part 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 C LINE 3e Facility Reporting Summa Health & Summa Rehab | The significant health needs are a prioritized description of the significant health needs of the community and identified through the CHNA. |
| Part V, Section B, line 7a Facility Reporting Summa Health & Summa Rehab | Summa 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-assessments/ |
| Part V, Section B, line 10a Facility Reporting Summa Health and Summa Rehab | Summa Health System:https://www.summahealth.org/about-us/about-summa/community-benefit-and-diversity/communityneedsassessments/communityneedsassessment2016Summa Rehab Hospital:https://www.summahealth.org/about-us/about-summa/community-benefit-and-diversity/communityneedsassessments/communityneedsassessment2016 |
| PART V SECTION B LINE 16a: Facility Reporting Summa Health & Summa Rehab | Summa Health System: https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistanceSumma Rehab Hospital: http://www.summarehabhospital.com/patient-resources/financial-assistance-policy/ |
| PART V SECTION B LINE 16B Facility Reporting Summa Health & Summa Rehab | Summa Health System: https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistanceSumma Rehab Hospital: http://www.summarehabhospital.com/patient-resources/financial-assistance-policy/ |
| PART V SECTION B LINE 16C Facility Reporting Summa Health & Summa Rehab | Summa Health System: https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistanceSumma Rehab Hospital: http://www.summarehabhospital.com/patient-resources/financial-assistance-policy/ |
| PART V SECTION B LINE 20a: Extraordinary Collection Action | Summa Rehab Hospital:Summa Rehab Hospital does not take ECAs and therefore written notices are not necessary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 106 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (106 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|
| 1 - SUMMA HEALTH EQUITY CENTER | |||||
| 1493 S HAWKINS AVENUE | AKRON | OH | 44320 | CHRONIC DISEASE MANAGEMENT, HEALTH, NUTRITION, EXERCISE AND EDUCATION SERVIC | |
| 2 - PARKVIEW CENTER | |||||
| 155 FIFTH STREET NE | BARBERTON | OH | 44203 | CANCER CENTER AND CANCER CARE | |
| 3 - SUMMA HEALTH COOPER PAVILION | |||||
| 161 NORTH FORGE STREET | AKRON | OH | 44304 | CANCER CENTER AND CANCER CARE | |
| 4 - SUMMA HEALTH CENTER AT GREEN - SLEEP LAB | |||||
| 1700 BOETTLER ROAD STE 215 | UNIONTOWN | OH | 44685 | SLEEP AND NEUROLOGY SERVICES, OBSTETRICS AND GYNECOLOGY | |
| 5 - SUMMA HEALTH IGNATIA HALL SOUTH | |||||
| 3730 WHIPPLE AVE NW STE 5 | CANTON | OH | 44718 | OUTPATIENT ADDICTION MEDICINES | |
| 6 - Professional Center South | |||||
| 55 Arch | AKRON | OH | 44304 | Family medicine, internal medicine | |
| 7 - Summa Health Medical Group | |||||
| 1 Park West Blvd Suite 350 | Akron | OH | 44320 | Physician office | |
| 8 - Summa Health Medical Group | |||||
| 1 Park West Blvd Suite 200 | Akron | OH | 44320 | Physician office | |
| 9 - Summa Health Medical Group | |||||
| 1 Park West Suite 330 | Akron | OH | 44320 | Physician office | |
| 10 - Summa Health Medical Group | |||||
| 1 Park West Suite 330 | Akron | OH | 44320 | Physician office | |
| 11 - Summa Health Medical Group | |||||
| 1260 Independence Ave | Akron | OH | 44310 | Physician office | |
| 12 - Summa Health Medical Group | |||||
| 1305 Corporate Dr Suite A | Hudson | OH | 44236 | Physician office | |
| 13 - Summa Health Medical Group | |||||
| 1320 Mercy Drive NW | Canton | OH | 44708 | Physician office | |
| 14 - Summa Health Medical Group | |||||
| 1463 Canton Rd | Akron | OH | 44312 | Physician office | |
| 15 - Summa Health Medical Group | |||||
| 1493 South Hawkins Ave | Akron | OH | 44320 | Physician office | |
| 16 - Summa Health Medical Group | |||||
| 155 Fifth Street NE | Barberton | OH | 44203 | Physician office | |
| 17 - Summa Health Medical Group | |||||
| 161 N Forge St Suite G90 | Akron | OH | 44304 | Physician office | |
| 18 - Summa Health Medical Group | |||||
| 161 N Forge St Suite 190 | Akron | OH | 44304 | Physician office | |
| 19 - Summa Health Medical Group | |||||
| 161 North Forge St Suite 298 | Akron | OH | 44304 | Physician office | |
| 20 - Summa Health Medical Group | |||||
| 161 North Forge StSuite 198 | Akron | OH | 44304 | Physician office | |
| 21 - Summa Health Medical Group | |||||
| 1700 Boettler Rd Suite 225 | Uniontown | OH | 44685 | Physician office | |
| 22 - Summa Health Medical Group | |||||
| 1700 Boettler Rd Suite 150 | Uniontown | OH | 44685 | Physician office | |
| 23 - Summa Health Medical Group | |||||
| 1835 Franks Parkway | Uniontown | OH | 44685 | Physician office | |
| 24 - Summa Psychiatry Associates | |||||
| 1835 Franks Parkway | Uniontown | OH | 44685 | Physician office | |
| 25 - Summa Health Medical Group | |||||
| 1860 State Rd Suite D | Cuyahoga Falls | OH | 44223 | Physician office | |
| 26 - Summa Health Medical Group | |||||
| 1900 23rd St Suite 1000 | Cuyahoga Falls | OH | 44223 | Physician office | |
| 27 - Summa Health Medical Group | |||||
| 195 Wadsworth Rd | Wadsworth | OH | 44281 | Physician office | |
| 28 - Summa Health Medical Group | |||||
| 195 Wadsworth Rd Suite 301 | Wadsworth | OH | 44256 | Physician office | |
| 29 - Summa Health Medical Group | |||||
| 195 Wadsworth Rd Suite 305 | Wadsworth | OH | 44281 | Physician office | |
| 30 - Summa Health Medical Group | |||||
| 201 5th St NESuite 16 | Barberton | OH | 44203 | Physician office | |
| 31 - Summa Health Medical Group | |||||
| 201 5th St Suite 2 | Barberton | OH | 44203 | Physician office | |
| 32 - Summa Health Medical Group | |||||
| 201 5th St Suite 6 | Barberton | OH | 44203 | Physician office | |
| 33 - Summa Health Medical Group | |||||
| 201 5th Street NE Suite 3 | Barberton | OH | 44203 | Physician office | |
| 34 - Summa Health Medical Group | |||||
| 201 Fifth St NE Suite 10 | Barberton | OH | 44203 | Physician office | |
| 35 - Summa Health Medical Group | |||||
| 201 Fifth Street NE Suite 8 | Barberton | OH | 44203 | Physician office | |
| 36 - Summa Health Medical Group | |||||
| 223 N Main St | Rittman | OH | 44270 | Physician office | |
| 37 - Summa Health Medical Group | |||||
| 242 Portage Trail Ext W | Cuyahoga Falls | OH | 442233613 | Physician office | |
| 38 - Summa Health Medical Group | |||||
| 25 S Main Street Suite B | Rittman | OH | 44270 | Physician office | |
| 39 - Summa Health Medical Group | |||||
| 275 Graham Road Suite 11 | Cuyahoga Falls | OH | 44223 | Physician office | |
| 40 - Summa Health Medical Group | |||||
| 28 Conservatory Dr Suite C | Akron | OH | 44314 | Physician office | |
| 41 - Summa Health Medical Group | |||||
| 2875 West Market St Suite A | Fairlawn | OH | 44333 | Physician office | |
| 42 - Summa Health Medical Group | |||||
| 2875 West Market St Suite B | Fairlawn | OH | 44333 | Physician office | |
| 43 - Summa Health Medical Group | |||||
| 328 Hines Hill Road | Boston Heights | OH | 44236 | Physician office | |
| 44 - Summa Health Medical Group | |||||
| 3378 W Market St | Fairlawn | OH | 44333 | Physician office | |
| 45 - Summa Health Medical Group | |||||
| 3593 S Arlington Road Suite D | Akron | OH | 44312 | Physician office | |
| 46 - Summa Health Medical Group | |||||
| 3780 Medina Rd Suite 250 | Medina | OH | 44256 | Physician office | |
| 47 - Summa Health Medical Group | |||||
| 3780 Medina Rd Suite 220 | Medina | OH | 44256 | Physician office | |
| 48 - Summa Health Medical Group | |||||
| 3780 Medina Rd Suite 210 | Medina | OH | 44256 | Physician office | |
| 49 - Summa Health Medical Group | |||||
| 3780 Medina Road Suite 150 | Medina | OH | 44256 | Physician office | |
| 50 - Summa Health Medical Group | |||||
| 3780 Medina Road Suite 200 | Medina | OH | 44256 | Physician office | |
| 51 - Summa Health Medical Group | |||||
| 3780 Medina Road Suite 310 | Medina | OH | 44256 | Physician office | |
| 52 - Summa Health Medical Group | |||||
| 3838 Massillon Rd Suite 350 | Uniontown | OH | 44685 | Physician office | |
| 53 - Summa Health Medical Group | |||||
| 4055 Embassy Parkway Suite 110 | Fairlawn | OH | 44333 | Physician office | |
| 54 - Summa Health Medical Group | |||||
| 4211 St Rt 44 | Rootstown | OH | 44272 | Physician office | |
| 55 - Summa Health Medical Group | |||||
| 444 N Main St Suite 201 | Akron | OH | 443092090 | Physician office | |
| 56 - Summa Psychiatry Associates | |||||
| 444 North Main St 6th Floor | Akron | OH | 44310 | Physician office | |
| 57 - Summa Psychiatry Associates | |||||
| 444 North Main St 4th Floor | Akron | OH | 44310 | Physician office | |
| 58 - Summa Psychiatry Associates | |||||
| 444 North Main StSuite 420 | Akron | OH | 44310 | Physician office | |
| 59 - Summa Health Medical Group | |||||
| 500 Portage Lakes Drive Suite B | Akron | OH | 44319 | Physician office | |
| 60 - Summa Health Medical Group | |||||
| 51 Park West Blvd Suite 200 | Akron | OH | 44320 | Physician office | |
| 61 - Summa Health Medical Group | |||||
| 525 E Market St Suite 400 | Akron | OH | 44304 | Physician office | |
| 62 - Summa Health Medical Group | |||||
| 525 E Market St Suite 3E | Akron | OH | 44304 | Physician office | |
| 63 - Summa Health Medical Group | |||||
| 525 East Market StSuite 1-N | Akron | OH | 44304 | Physician office | |
| 64 - Summa Health Medical Group | |||||
| 55 Arch St Suite 2A | Akron | OH | 44304 | Physician office | |
| 65 - Summa Health Medical Group | |||||
| 55 Arch St Suite 3A | Akron | OH | 44304 | Physician office | |
| 66 - Summa Health Medical Group | |||||
| 55 Arch St Suite 1A | Akron | OH | 44304 | Physician office | |
| 67 - Summa Health Medical Group | |||||
| 55 Arch St Suite 1B | Akron | OH | 44304 | Physician office | |
| 68 - Summa Health Medical Group | |||||
| 55 Arch Street Suite 2A | Akron | OH | 44304 | Physician office | |
| 69 - Summa Psychiatry Associates | |||||
| 5655 Hudson Drive Suite 305 | Hudson | OH | 44236 | Physician office | |
| 70 - Summa Health Medical Group | |||||
| 5655 Hudson Dr Suite 315 | Hudson | OH | 44236 | Physician office | |
| 71 - Summa Health Medical Group | |||||
| 60 North Ave | Tallmadge | OH | 44278 | Physician office | |
| 72 - Summa Health Medical Group | |||||
| 621 School Dr | Wadsworth | OH | 44281 | Physician office | |
| 73 - Summa Health Medical Group | |||||
| 75 Arch St Suite 103 | Akron | OH | 44304 | Physician office | |
| 74 - Summa Health Medical Group | |||||
| 75 Arch St Suite 104 | Akron | OH | 44304 | Physician office | |
| 75 - Summa Health Medical Group | |||||
| 75 Arch St Suite 201 | Akron | OH | 44304 | Physician office | |
| 76 - Summa Health Medical Group | |||||
| 75 Arch St Suite 202 | Akron | OH | 44304 | Physician office | |
| 77 - Summa Health Medical Group | |||||
| 75 Arch St Suite 301 | Akron | OH | 44304 | Physician office | |
| 78 - Summa Health Medical Group | |||||
| 75 Arch St Suite 302 | Akron | OH | 44304 | Physician office | |
| 79 - Summa Health Medical Group | |||||
| 75 Arch St Suite 302 | Akron | OH | 44304 | Physician office | |
| 80 - Summa Health Medical Group | |||||
| 75 Arch St Suite 402 | Akron | OH | 44304 | Physician office | |
| 81 - Summa Health Medical Group | |||||
| 75 Arch St Suite 406 | Akron | OH | 44304 | Physician office | |
| 82 - Summa Psychiatry Associates | |||||
| 75 Arch St Suite 410 | Akron | OH | 44304 | Physician office | |
| 83 - Summa Health Medical Group | |||||
| 75 Arch St Suite 501 | Akron | OH | 44304 | Physician office | |
| 84 - Summa Health Medical Group | |||||
| 75 Arch St Suite 506 | Akron | OH | 44304 | Physician office | |
| 85 - Summa Health Medical Group | |||||
| 75 Arch St Suite 514 | Akron | OH | 44304 | Physician office | |
| 86 - Summa Health Medical Group | |||||
| 75 Arch St Suite B1 | Akron | OH | 44304 | Physician office | |
| 87 - Summa Health Medical Group | |||||
| 75 Arch St Suite B1 | Akron | OH | 44304 | Physician office | |
| 88 - Summa Health Medical Group | |||||
| 75 Arch St Suite G2 | Akron | OH | 44304 | Physician office | |
| 89 - Summa Dental Center | |||||
| 75 Arch St Suite 303 | Akron | OH | 44304 | Full-service outpatient dental facility | |
| 90 - Summa Health Medical Group | |||||
| 75 Arch StSuite 206 | Akron | OH | 44304 | Physician office | |
| 91 - Summa Health Medical Group | |||||
| 75 Arch StSuite 407 | Akron | OH | 44304 | Physician office | |
| 92 - Summa Health Medical Group | |||||
| 75 Arch Suite 201 | Akron | OH | 44304 | Physician office | |
| 93 - Summa Health Medical Group | |||||
| 91 5th Street | Barberton | OH | 44203 | Physician office | |
| 94 - Summa Health Medical Group | |||||
| 95 Arch St Suite 150 | Akron | OH | 44304 | Physician office | |
| 95 - Summa Health Medical Group | |||||
| 95 Arch St Suite 165 | Akron | OH | 44304 | Physician office | |
| 96 - Summa Health Medical Group | |||||
| 95 Arch St Suite 175 | Akron | OH | 44304 | Physician office | |
| 97 - Summa Health Medical Group | |||||
| 95 Arch St Suite 215 | Akron | OH | 44304 | Physician office | |
| 98 - Summa Health Medical Group | |||||
| 95 Arch StSuite 220 | Akron | OH | 44304 | Physician office | |
| 99 - Summa Health Medical Group | |||||
| 95 Arch St Suite 240 | Akron | OH | 44304 | Physician office | |
| 100 - Summa Health Medical Group | |||||
| 95 Arch St Suite 270 | Akron | OH | 44304 | Physician office | |
| 101 - Summa Health Medical Group | |||||
| 95 Arch St Suite 280 | Akron | OH | 44304 | Physician office | |
| 102 - Summa Health Medical Group | |||||
| 95 Arch StSuite 260 | Akron | OH | 44304 | Physician office | |
| 103 - Summa Psychiatry Associates | |||||
| 95 Arch StSuite 260 | Akron | OH | 44304 | Physician office | |
| 104 - Summa Health Medical Group | |||||
| 95 Arch StSuite 300 | Akron | OH | 44304 | Physician office | |
| 105 - Summa Health Medical Group | |||||
| 95 Arch StSuite 350 | Akron | OH | 44304 | Physician office | |
| 106 - Summa Health Medical Group | |||||
| AES Building 388 South Main Suite | Akron | OH | 44311 | Physician office | 201 |
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 determined using Summa Health's cost accounting system. 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 $31,554,449. |
| Part II, Community Building Activities: | Describe how Community Building Activities promote the health of the community:Summa Health addresses various community concerns including health improvement, poverty, 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. |
| 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:Any Medicare shortfall incurred by Summa Health is not reported as a 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 APPROPRIATE AREAS. THE NOTICES SPECIFY THE RIGHTS OF INDIVIDUALS TO RECEIVE WITHOUT CHARGE, MEDICALLY NECESSARY HOSPITAL-LEVEL SERVICES. A FINANCIAL COUNSELOR WHO IS ASSIGNED TO PATIENTS AT THE POINT OF ADMISSION REVIEWS THE AVAILABILITY OF FINANCIAL ASSISTANCE PROGRAMS AND ASSISTS WITH THE APPLICATION IF REQUESTED. THE SUMMA WEBSITE PROVIDES INFORMATION REGARDING FINANCIAL ASSISTANCE. CUSTOMER SERVICE REPRESENTATIVES PROVIDE FINANCIAL COUNSELING WITH EXPLANATION OF ASSISTANCE PROGRAMS TO PATIENTS WHO CALL. EVERY PATIENT BILLING STATEMENT CONTAINS CONTACT INFORMATION AND INSTRUCTIONS TO LEARN ABOUT AND APPLY FOR FINANCIAL ASSISTANCE, AND INCLUDES AN APPLICATION FOR FINANCIAL ASSISTANCE. |
| Part VI, Line 4: | Community information:Community information: BASED ON 2019 PATIENT ADMISSION DATA, SUMMA HEALTH CARE DELIVERY IS PRIMARILY IN SUMMIT COUNTY. SUMMIT COUNTY REPRESENTS 71.5% OF THE 2019 ADMISSIONS FROM SUMMA HEALTH. WHILE SUMMA ALSO TREATS PATIENTS FROM MEDINA, NORTHERN STARK, AND WAYNE COUNTIES, MOST PATIENTS COME FROM SUMMIT COUNTY. THERE WERE 541,918 PEOPLE LIVING IN SUMMIT COUNTY IN 2018, THE MOST CURRENT CENSUS DATA AVAILABLE . 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% PERCENT OF THE POPULATION IS NON WHITE, COMPARED TO 18.1% IN THE STATE. EDUCATIONAL ATTAINMENT IS SLIGHTLY HIGHER IN SUMMIT COUNTY THAN THE STATE OF OHIO, WITH 92% HAVING A HIGH SCHOOL DIPLOMA OR HIGHER AND 34.3% HAVING A BACHELOR'S DEGREE OR HIGHER. SIMILARLY, ANNUAL PER CAPITA INCOME IN SUMMIT COUNTY IS SLIGHLTY HIGHER THAN THE STATE OF OHIO, THE PERCENT OF SUMMIT COUNTY RESIDENTS LIVING IN POVERTY DECREASED FROM THE PREVIOUS CHNA TO NEARLY 12%. OF THE HOUSEHOLDS IN SUMMIT COUNTY 43% MAKE LESS THAN $50,000 ANNUALLY. FOR THE CALENDAR YEAR 2018, THE AVERAGE MONTHLY UNEMPLOYMENT RATE FOR SUMMIT COUNTY WAS 4.7% RESPECTIVELY. LOW INCOMES AND AN ESSENTIALLY STAGNANT 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:AMONG THE WAYS THE HOSPITALS WITHIN SUMMA HEALTH PROMOTE THE HEALTH OF THE COMMUNITY ARE BY MAINTAINING AN OPEN MEDICAL STAFF AND A COMMUNITY ENGAGEMENT COMMITTEE (COMMUNITY BENEFIT COMMITTEE). 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. |
| 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 2019, 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 251-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 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 APPROXIMATELY 63,000 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, 14,000 PRIMARY CARE PROVIDERS, 25,000 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 300 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 Rehab | State filing of community benefit report:The State of Ohio does not require the filing of the community benefit report for 2019. 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 3505 EMBASSY PARKWAY STE 100 | AKRON | OH | 44333 | 135613797 | 501(C)(3) | $37,500 | Prevention, Wellness, Access to Care and Health Disparities, RESEARCH AND EDUCATION |
| Summit County | |||||||
| 550 East Market St | AKRON | OH | 44304 | 341807135 | Governmental | $8,000 | HEALTH EQUITY |
| THE UNIVERSITY OF AKRON | |||||||
| 302 BUCHTEL COMMON | AKRON | OH | 44301 | 346002924 | Governmental | $6,000 | EDUCATIONAL |
| SUSAN G KOMEN FOR THE CURE | |||||||
| 26210 EMERY ROAD | CLEVELAND | OH | 44128 | 751835298 | 501(C)(3) | $20,000 | Prevention, Wellness, Access to Care and Health Disparities, CANCER WELLNESS SUPPORT |
| AKRON COMMUNITY FOUNDATION | |||||||
| 345 WEST CEDAR STREET | AKRON | OH | 44307 | 341087615 | 501(C)(3) | $8,000 | Prevention, Wellness and Health Disparities |
| STEWARTS CARING PLACE | |||||||
| 2955 WEST MARKET STREET | AKRON | OH | 44333 | 200181338 | 501(C)(3) | $10,000 | Prevention, Wellness, Access to Care and Health Disparities |
| AMERICAN CANCER SOCIETY | |||||||
| 525 NORTH BROAD STREET | CANFIELD | OH | 44406 | 251798733 | 501(C)(3) | $10,000 | PREVENTION, WELLNESS, ACCESS TO CARE, HEALTH DISPARITIES AND CANCER RESEARCH |
| YMCA of Akron | |||||||
| 50 SOUTH MAIN STREET STE LL 100 | AKRON | OH | 44308 | 340714727 | 501(C)(3) | $130,000 | Prevention, Wellness and Health Disparities |
| AKRON URBAN LEAGUE | |||||||
| 440 VERNON ODOM BOULEVARD | AKRON | OH | 44307 | 340714520 | 501(C)(3) | $10,000 | Prevention, Wellness, Access to Care and Health Disparities |
| HABITAT FOR HUMANITY | |||||||
| 2301 ROMIG ROAD | AKRON | OH | 44320 | 341518873 | 501(C)(3) | $9,750 | Prevention, Wellness and Health Disparities |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| T Clifford Deveny MD | ||||||||||||||
| CEO SHS, Director SHS & SF | $0 | $981,973 | $0 | $259,399 | $0 | $232,211 | $0 | $8,993 | $0 | $27,090 | $0 | $1,509,666 | $0 | $0 |
| Derek Klaus MD | ||||||||||||||
| CLINICAL PHYSICIAN - SHMG | $672,748 | $0 | $612,545 | $0 | $1,170 | $0 | $8,400 | $0 | $31,993 | $0 | $1,326,856 | $0 | $0 | $0 |
| MARK POZSGAY DO | ||||||||||||||
| ClINICAL PHYSICIAN - SHMG | $983,422 | $0 | $269,773 | $0 | $1,200 | $0 | $4,200 | $0 | $35,056 | $0 | $1,293,651 | $0 | $0 | $0 |
| JOHN G ZOGRAFAKIS MD | ||||||||||||||
| clinICAL PHYSICIAN - SHMG | $871,400 | $0 | $276,239 | $0 | $1,350 | $0 | $7,768 | $0 | $30,350 | $0 | $1,187,107 | $0 | $0 | $0 |
| Anand Desai MD | ||||||||||||||
| CLINICAL PHYSICIAN - SHMG | $605,732 | $0 | $517,526 | $0 | $1,170 | $0 | $4,132 | $0 | $5,866 | $0 | $1,134,426 | $0 | $0 | $0 |
| KIEL PFEFFERIE MD | ||||||||||||||
| CliniCAL PHYSICIAN - SHMG | $698,480 | $0 | $367,259 | $0 | $1,170 | $0 | $0 | $0 | $29,046 | $0 | $1,095,955 | $0 | $0 | $0 |
| Peter Bittenbender MD | ||||||||||||||
| DIR. SHS & DIR. SHMG | $705,274 | $0 | $45,146 | $0 | $1,170 | $0 | $8,400 | $0 | $8,613 | $0 | $768,603 | $0 | $0 | $0 |
| Lydia Cook MD | ||||||||||||||
| President Summa Health Med | $427,824 | $0 | $202,103 | $0 | $105,326 | $0 | $9,800 | $0 | $8,922 | $0 | $753,975 | $0 | $0 | $0 |
| David Custodio MD | ||||||||||||||
| President, SHS | $415,432 | $0 | $199,108 | $0 | $101,052 | $0 | $9,800 | $0 | $25,251 | $0 | $750,643 | $0 | $0 | $0 |
| ROBERT A GERBERRY | ||||||||||||||
| SHS SEC./SR. VP G.Counsel, | $0 | $365,068 | $0 | $242,103 | $0 | $86,322 | $0 | $9,800 | $0 | $17,135 | $0 | $720,428 | $0 | $0 |
| KEITH T COLEMAN | ||||||||||||||
| SVP CFO, TR. SHS & SHMG, A | $0 | $455,149 | $0 | $79,061 | $0 | $110,462 | $0 | $1,798 | $0 | $21,825 | $0 | $668,295 | $0 | $0 |
| THOMAS P O'NEILL | ||||||||||||||
| VP, CFO SHS, Assistant Tre | $0 | $356,732 | $0 | $172,335 | $0 | $93,149 | $0 | $7,146 | $0 | $21,797 | $0 | $651,159 | $0 | $0 |
| Michael Hughes MD | ||||||||||||||
| President Summa Barberton | $364,682 | $0 | $159,693 | $0 | $89,481 | $0 | $9,800 | $0 | $20,976 | $0 | $644,632 | $0 | $0 | $0 |
| PHYLIS FERRARA | ||||||||||||||
| PRESIDENT & CDO, SF | $334,123 | $0 | $160,007 | $0 | $87,409 | $0 | $9,800 | $0 | $11,418 | $0 | $602,757 | $0 | $0 | $0 |
| Tammy Scarborough | ||||||||||||||
| President Ambulatory Care | $0 | $334,338 | $0 | $158,573 | $0 | $78,145 | $0 | $8,313 | $0 | $9,366 | $0 | $588,735 | $0 | $0 |
| Lori Rhine RN | ||||||||||||||
| VP, CNO Akron & St. Thomas | $295,701 | $0 | $146,681 | $0 | $3,449 | $0 | $8,750 | $0 | $24,221 | $0 | $478,802 | $0 | $0 | $0 |
| Lynn Hamrich MD | ||||||||||||||
| DIRECTOR SHS | $261,970 | $0 | $0 | $0 | $1,287 | $0 | $8,032 | $0 | $19,249 | $0 | $290,538 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Tax indemnification and gross-up payments: Summa Health System grossed up taxes for supplemental executive retirement programs paid to seven officers, and two key employees. 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 3 | Arrangements 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, Line 4b | Part 1, Line 4b Supplemental non-qualified retirement plan A Supplemental executive 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 $226,709, Phylis Ferrara $77,233, Lydia Cook, MD $98,309, Keith T. Coleman $102,957, Robert A. Gerberry $83,821, Thomas P. O'Neill $82,278, David Custodio, MD $96,358, Michael Hughes, MD $83,431, Tammy Scarborough $76,423. |
| Part I, Line 7 | Non-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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Ohio Higher Educational Facility Commission | ||||||||
| A | 346849674 | 67756AY89 | 2010-05-11 | $180,125,341 | See Part VI | Yes (1) | 0 | 0 |
| Akron Bath and Copley Jt Twp Hosp Dist | ||||||||
| B | 341448680 | 2012-07-25 | $32,509,635 | see Part VI | 0 | 0 | 0 | |
| See Schedule K Part VI | ||||||||
| C | 341448680 | 2014-10-02 | $145,250,000 | see Part VI | 0 | 0 | 0 | |
| Akron Bath and Copley Jt Twp Hosp Dist | ||||||||
| D | 341448680 | 009730NX6 | 2016-12-16 | $204,934,207 | see Part VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $24,495,000 | $180,162,106 | $17,210,123 | $3,004,911 | $4,929,857 | $154,030,731 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | ||||
| B | $32,509,635 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | $19,050,927 | $32,509,635 | |||||||
| C | $145,250,000 | $795,890 | 2008 | Yes (1) | 0 | Yes (1) | Yes (1) | $57,295,000 | $144,454,110 | ||||||
| D | $205,384,474 | $1,874,244 | $100,525,342 | 2019 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $6,725,000 | $76,157,754 | $26,625,195 | $201,939 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.01100 | 0.00200 | 0.01300 | 0 | 0 | Yes (1) | ||
| C | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.03500 | 0.00500 | 0.04000 | 0 | 0 | Yes (1) | ||
| D | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00600 | 0.00100 | 0.00700 | 0 | Yes (1) | Yes (1) | 0.05800 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line2GICProviderName/BusinessNameLine2Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley & | |||||||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | Company | 2.200000000000 | Yes (1) | 0 | Yes (1) | |||
| RBS Citizens Bank | |||||||||||||||
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 12.000000000000 | 0 | 0 | |||
| See Schedule K VI | |||||||||||||||
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 20.000000000000 | 0 | 0 | |||
| See Schedule K VI | |||||||||||||||
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | 1.000000000000 | Yes (1) | 0 | Yes (1) | ||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (19 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: Ohio Higher Educational Facility Commission Date the Rebate Computation was Performed: 05/11/2013 |
| Schedule K | Akron, Bath and Copley Joint Township Hospital District Series 2017 Bonds: An additional Schedule K is included to provide for the issuance of the Series 2017 Bonds and the Series 2018 Bonds. |
| Schedule K, Part I, Line A, Column (f) | Ohio Higher Educational Facility Commission Series 2010 Bonds: The purposes of the Series 2010 Bonds were to (1) currently refund a taxable loan to Summa Barberton Citizens Hospital under a line of credit, the proceeds of which were used to acquire hospital facilities, (2) currently refund a taxable loan to Summa Akron City and St. Thomas Hospitals, the proceeds of which were used for certain capital expenditures, (3) construct and equip hospital facilities, (4) acquire, construct, and equip parking facilities, nursing facilities, administrative facilities, ambulatory care facilities, and medical equipment, and (5) pay issuance costs. |
| Schedule K, Part I, Line B, 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 C, Column (a) | Akron, Bath and Copley Joint Township Hospital District Series 2014 Bonds: The 2014 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 Refunding Revenue Bonds, Series 2014A (Summa Health System Obligated Group) issued in the original principal amount of $93,685,000 (the "Series 2014A Bonds"), (2) Akron, Bath and Copley Joint Township Hospital District, Ohio Hospital Facilities Refunding Revenue Bonds, Series 2014B (Summa Health System Obligated Group) issued in the original principal amount of $37,890,000 (the "Series 2014B Bonds"), and (3) 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 issued on October 2, 2014, and the Series 2014B Bonds were issued on November 18, 2014. 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 C, Column (f) | Series 2014A Bonds, Series 2014B Bonds, and Series 2014 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 purposes of the Series 2014B Bonds were to (1) currently refund the Series 2004A Bonds, which were issued to (a) construct and equip a critical care pavilion, (b) construct and equip other hospital facilities, (c) refund prior issues with the following issue dates: (I) July 1, 1999, (II) July 28, 2000, and (iii) March 12, 2002, (d) fund a debt service reserve for Series 2004A Bonds, and (e) pay issuance costs, (2) fund capitalized interest on the Series 2014B Bonds. 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 D, 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 Series 2014B Bonds, (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 II, Column A, Line 3 | Total Proceeds of Issue - Column A: The difference between the total proceeds of the issue and the issue price provided in Part I, Line A, Column (e) is due to investment proceeds of the issue. |
| Schedule K, Part II, Column A, Line 4 | Total Proceeds of Issue - Column A: A portion of the reserve fund of this issue was deposited into an escrow fund in connection with the advance refunding of a portion of this issue with the Series 2016 Bonds. |
| Schedule K, Part II, Column D, Line 3 | Total Proceeds of Issue - Column D: The difference between the total proceeds of the issue and the issue price provided in Part I, Line 4, 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 D, Line 7 | Issuance Costs from Proceeds - Column D: The issuance costs of the issue provided in Part II, Line 7, Column D 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 III, Column D, Line 8a | Sale 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 IV, Column C, Line 4b | Name of Hedge Provider: Series 2014A Bonds: Goldman Sachs Bank USA. Development Finance Authority Series 2014 Bonds: PNC Bank, National Association. |
| Schedule K, Part IV, Column C, Line 4c | Term 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 IV, Column A, Line 2c | Rebate Calculation: The calculation for computing no rebate due was performed on 05/08/2018. |
| SCHEDULE K, PART IV, COLUMN A, LINE 5B | Name of GIC Provider: Morgan Stanley & Company Incorporated |
| 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 B | Akron, 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 II, Column A, Line 3 | Akron, Bath and Copley Joint Township Hospital District Series 2018 Bonds: Total Proceeds of Issue - Column A The difference between the total proceeds of the issue and the issue price provided in Part I, Line A, Column (e) is due to investment proceeds of the issue. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| Akron Bath and Copley Jt Twp Hosp Dist | |||||||
| A | 341448680 | 2017-12-22 | $140,000,000 | see Part VI | 0 | 0 | 0 |
| Akron Bath and Copley Jt Twp Hosp Dist | |||||||
| B | 341448680 | 2018-05-15 | $16,252,805 | see Part VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $142,450,805 | $545,000 | $141,723,005 | $18,194 | 2019 | 0 | 0 | 0 | Yes (1) |
| B | $16,252,805 | $16,252,805 | 2019 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00300 | 0.00000 | 0.00300 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00300 | 0.00000 | 0.00300 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line2GICProviderName/BusinessNameLine2Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Natixis Funding | ||||||||||||
| A | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | Yes (1) | Corp | 1.100000000000 | Yes (1) | 0 | Yes (1) |
| (no name) | ||||||||||||
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Line 2a and 2b | The parent organization, Summa Health, EIN 34-1887844, is the employer of record for employees working for Group Return entities. |
| Form 990, Part VI, Section A, line 1 | Lines 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") - 16 - 13 Summa Foundation ("SF") - 26 - 24 Summa Physicians, Inc. dba Summa Health Medical Group ("SHMG") - 3 - 2 Totals for Group return - 45 - 39 All of the organizations listed above are subordinates under the control of Summa Health ("SH"). As of December 31, 2019, SH had 16 voting directors, 13 of whom were independent voting directors. |
| Form 990, Part VI, Section A, line 2 | Family/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: Aris Teleradiology Holdings, Inc.: Thomas O'Neill, Tammy Scarborough Select Specialty Hospital, LLC: Thomas O'Neill, Mark Terpylak, DO, Lori Rhine, RN Summa Rehab Hospital: Thomas O'Neill, Mark Terpylak, DO, Tammy Scarborough, David Custodio, MD The following individuals have a business relationship as board members of a Summa Health owned entity: Middlebury Assurance Company: T. Clifford Deveny, MD, James McIlvaine, Robert Gerberry, Thomas O'Neill Summa ACO dba NewHealth Collaborative: T. Clifford Deveny, MD, Keith Coleman, Robert Gerberry, Lydia Cook, MD, Michael Hughes, MD 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: Ohio Health Choice: Robert Gerberry, Thomas O'Neill, Mark Terpylak, DO Summa Management Services Org.: Keith Coleman, Robert Gerberry SummaCare and Summa Insurance Company: T. Clifford Deveny, MD, Anthony Lockhart, Jeffrey Copeland, Robert Gerberry, Thomas O'Neill, Lydia Cook, MD Summa Foundation: T. Clifford Deveny, M.D., Paul Testa business relationship |
| Form 990, Part VI, Section A, line 6 | Classes 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 7a | Members 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 President of Summa Foundation, the President of the Women's Board of Summa Health and the President of the Women's Board of St. Thomas Hospital 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 she 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 7b | Decisions 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)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 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 11b | Review 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 October 8, 2020. 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 2020 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 12c | Conflict 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 15 | Process 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, Legal Services & General Counsel Senior Vice President, Strategy & Performance Management Senior Vice President, IT&S & CIO Senior Vice President, Human Resources President, SummaCare Senior Vice President, Population Health, President, ACO/NHC Summa Health System: President, Akron & St. Thomas President, Summa Barberton President, Ambulatory Care and Clinical Service Lines Vice President & CFO Summa Health System Summa Foundation: President Summa Physicians, Inc. dba Summa Health Medical Group: President |
| Form 990, Part VI, Section C, line 19 | Required 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 1 | Beginning 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 -5,117,000. Post Retirement Benefit Adjustment -192,000. Net assets released from restriction 235,000. Net asset contribution to(from) affiliated organization 39,451,000. Change in Permanently restricted net assets -38,919. Other Changes in Net Assets - adjustments 231,020. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| St Thomas Medical Center Women's Board | |||||||||||
| 444 North Main Street | Akron | OH | 44310 | 346576575 | Support Organization | OH | 501(c)(3) | Line 12a, I | Summa Health System | 0 | |
| Summa Health System Community | |||||||||||
| 1077 Gorge Blvd PO Box 2090 | Akron | OH | 443092090 | 463018310 | Support Organization | OH | 501(c)(3) | Line 12b, II | Yes (1) | N/A | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Summa Rehab Hospital LLC | |||||||||||||
| 29 North Adams Street | Akron | OH | 44304 | 271952573 | Rehab Hospital | OH | summa Health System | Related | $14,020,760 | $3,163,680 | 0 | 0 | 0.52000 |
| SUMMA HHAH HOLDINGS LLC | |||||||||||||
| C/O 1077 GORGE BLVD | Akron | OH | 44310 | 823600079 | HOME HEALTH AND HOSPICE | OH | Summa Health System | RELATED | $25,467,000 | $6,185,400 | 0 | 0 | 0.60000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ohio Health Choice Inc | ||||||||||||||||
| 1077 Gorge Blvd | Akron | OH | 443092090 | 341895396 | PPO | OH | Summa Health System Corp | C | 0 | |||||||
| Summa Insurance Company Inc | ||||||||||||||||
| 1200 E Market St 400 | Akron | OH | 44305 | 341809108 | Prop/Cas Ins | OH | SUMMACARE INC | C | 0 | |||||||
| Summa Health System Corp | ||||||||||||||||
| 1077 Gorge Blvd | Akron | OH | 443092090 | 341515252 | Mgmt Svcs | OH | Summa Health | C | 0 | |||||||
| Wadsworth Rittman Hos Prof Svc Corp | ||||||||||||||||
| 195 Wadsworth Rd | Wadsworth | OH | 44281 | 010842997 | Prof Med Svcs | OH | Summa Health System Corp | C | 0 | |||||||
| Middlebury Assurance Company | ||||||||||||||||
| 980405096 | Self Insurance | Summa Health | C | 0 | PO Box 1051 KY1-1102 | Grand Cayman | CJ | CJ | ||||||||
| Summacare Inc | ||||||||||||||||
| 1200 E Market St 400 | Akron | OH | 44305 | 341726655 | Prop/Cas Ins | OH | SUMMA HEALTH SYSTEM CORP | C | 0 | |||||||
| Aris Teleradiology Holdings Inc | ||||||||||||||||
| 5655 Hudson Drive Suite 210 | Hudson | OH | 44236 | 453697866 | Radiology Svc | OH | Summa Health System | C | Yes (1) | $26,215,221 | $12,703,503 | 0.58800 | ||||
| Summa Accountable Care Organization | ||||||||||||||||
| 1077 Gorge Blvd | Akron | OH | 443092090 | 273857055 | Contracting | OH | Summa Health | C | 0 | |||||||
| Health Care Centers Physicians Inc | ||||||||||||||||
| 1900 23rd Street | Cuyahoga Falls | OH | 44223 | 341692767 | Inactive | OH | Summa Health System Corp | C | 0 | |||||||
| Summa Management Services Organization | ||||||||||||||||
| 1200 E Market St 400 | Akron | OH | 44305 | 461145832 | Mgmt Svcs | OH | Summa Health System Corp | C | 0 | |||||||
| Summa Integrated Services Organization | ||||||||||||||||
| 1200 E Market St 400 | Akron | OH | 44305 | 461159251 | Mgmt Svcs | OH | Summa Health System Corp | C | 0 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Summa Rehab Hospital LLC | ||
| A | $2,576,486 | FMV |
| SUMMACARE INC | ||
| L | $47,971,929 | FMV |
| SUMMACARE INC | ||
| L | $9,002,586 | FMV |
| SUMMA INSURANCE COMPANY INC | ||
| L | $16,570,324 | FMV |
| SUMMA INSURANCE COMPANY INC | ||
| L | $1,585,827 | FMV |
| SUMMACARE INC | ||
| L | $523,754 | FMV |
| Summa Rehab Hospital LLC | ||
| L | $523,898 | FMV |
| Middlebury Assurance Company | ||
| M | $7,016,116 | FMV |
| Middlebury Assurance Company | ||
| M | $2,946,710 | FMV |
| Summa Integrated Services Organization | ||
| M | $1,911,259 | FMV |