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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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T14:06:11-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNGBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

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Address Line1111 MONUMENT CIRCLE SUITE 4000AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN900640432EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUMMA HEALTH GROUP RETURNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUMMBusinessNameControlTxt
Phone2343125867PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEITH T COLEMANPersonNm
Person TitleSR VP, CFO, TREASPersonTitleTxt
Phone2343125867PhoneNum
Signature2020-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER D RHODERICKPreparerPersonNm
PTINP00395735PTIN
Phone3176817000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.89.154.34IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm14:06:02IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id7C60462F21CDFFB40771A052A0B004FBCDB53576AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerT CLIFFORD DEVENY MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11077 GORGE BLVDAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44310ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,112,025,276GrossReceiptsAmt
Group Return For AffiliatesYes (1)GroupReturnForAffiliatesInd
All Affiliates IncludedYes (1)AllAffiliatesIncludedInd
Group Exemption5864GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.summahealth.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Activity Or MissionTHE MISSION OF SUMMA HEALTH IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO OUR PATIENTS AND TO CONTRIBUTE TO A HEALTHIER COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body45VotingMembersGoverningBodyCnt
Voting Members Independent39VotingMembersIndependentCnt
Total Employee7492TotalEmployeeCnt
Total Volunteers2282TotalVolunteersCnt
Total Gross UBI$10,402,835TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$320,227NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,059,909PYContributionsGrantsAmt
CY Contributions Grants$2,059,556CYContributionsGrantsAmt
PY Program Service Revenue$1,008,429,386PYProgramServiceRevenueAmt
CY Program Service Revenue$1,078,618,120CYProgramServiceRevenueAmt
PY Investment Income$16,248,192PYInvestmentIncomeAmt
CY Investment Income$4,886,995CYInvestmentIncomeAmt
PY Other Revenue$16,219,303PYOtherRevenueAmt
CY Other Revenue$18,379,297CYOtherRevenueAmt
PY Total Revenue$1,041,956,790PYTotalRevenueAmt
CY Total Revenue$1,103,943,968CYTotalRevenueAmt
PY Grants And Similar Paid$250,271PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$390,500CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$459,853,972PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$490,991,960CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,378,370CYTotalFundraisingExpenseAmt
PY Other Expenses$532,152,144PYOtherExpensesAmt
CY Other Expenses$585,809,805CYOtherExpensesAmt
PY Total Expenses$992,256,387PYTotalExpensesAmt
CY Total Expenses$1,077,192,265CYTotalExpensesAmt
PY Revenues Less Expenses$49,700,403PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$26,751,703CYRevenuesLessExpensesAmt
Total Assets BOY$1,378,833,024TotalAssetsBOYAmt
Total Assets EOY$1,440,382,447TotalAssetsEOYAmt
Total Liabilities BOY$977,480,290TotalLiabilitiesBOYAmt
Total Liabilities EOY$978,723,790TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$401,352,734NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$461,658,657NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSUMMA HEALTH'S MISSION IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO PATIENTS AND MEMBERS AND CONTRIBUTE TO A HEALTHIER COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$446,047,674ExpenseAmt
Revenue$555,583,055RevenueAmt
DescOUTPATIENT 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

FieldValueIRS element (for citing)
Expense$344,095,084ExpenseAmt
Revenue$428,594,093RevenueAmt
DescINPATIENT 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

FieldValueIRS element (for citing)
Expense$41,901,103ExpenseAmt
Revenue$11,336,271RevenueAmt
DescRESEARCH/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)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$66,720,283$390,500$83,104,701Part 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.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$66,720,283TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$390,500TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$83,104,701TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$898,764,144TotalProgramServiceExpensesAmt
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Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
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Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
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Governing Body Voting Members45GoverningBodyVotingMembersCnt
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Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
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Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Keith ColemanBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2343125867PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndKey EmployeeKeyEmployeeInd
T Clifford Deveny MD
CEO SHS, Director SHS & SF4.0046.00Yes (X)Yes (X)$0$1,473,583$36,083
Derek Klaus MD
CLINICAL PHYSICIAN - SHMG50.00$1,286,463$0$40,393Yes (X)
MARK POZSGAY DO
ClINICAL PHYSICIAN - SHMG50.00$1,254,395$0$39,256Yes (X)
JOHN G ZOGRAFAKIS MD
clinICAL PHYSICIAN - SHMG50.00$1,148,989$0$38,118Yes (X)
Anand Desai MD
CLINICAL PHYSICIAN - SHMG50.00$1,124,428$0$9,998Yes (X)
KIEL PFEFFERIE MD
CliniCAL PHYSICIAN - SHMG50.00$1,066,909$0$29,046Yes (X)
Peter Bittenbender MD
DIR. SHS & DIR. SHMG52.002.00Yes (X)$751,590$0$17,013
Lydia Cook MD
President Summa Health Med50.00Yes (X)$735,253$0$18,722
David Custodio MD
President, SHS50.00Yes (X)$715,592$0$35,051
ROBERT A GERBERRY
SHS SEC./SR. VP G.Counsel,4.0046.00Yes (X)$0$693,493$26,935
KEITH T COLEMAN
SVP CFO, TR. SHS & SHMG, A4.0046.00Yes (X)$0$644,672$23,623
THOMAS P O'NEILL
VP, CFO SHS, Assistant Tre46.004.00Yes (X)$0$622,216$28,943
Michael Hughes MD
President Summa Barberton50.00$613,856$0$30,776Yes (X)
PHYLIS FERRARA
PRESIDENT & CDO, SF50.00Yes (X)Yes (X)$581,539$0$21,218
Tammy Scarborough
President Ambulatory Care46.004.00$0$571,056$17,679Yes (X)
Lori Rhine RN
VP, CNO Akron & St. Thomas50.00$445,831$0$32,971Yes (X)
Lynn Hamrich MD
DIRECTOR SHS52.002.00Yes (X)$263,257$0$27,281
NICHOLAS BROWNING
DIR. SHS & DIR. SHMG2.002.00Yes (X)$0$0$0
Stephen Comunale
DIRECTOR SHS2.002.00Yes (X)$0$0$0
Barbara Faciana
DIRECTOR SHS2.002.00Yes (X)$0$0$0
Philip Kaufmann
DIRECTOR SHS2.002.00Yes (X)$0$0$0
George Strickler
DIRECTOR SHS2.002.00Yes (X)$0$0$0
Costas Kefalas MD
DIRECTOR & Vice Chair SHS4.004.00Yes (X)Yes (X)$0$0$0
DARYL CAMERON
DIRECTOR SHS2.002.00Yes (X)$0$0$0
Jeffrey Copeland
DIRECTOR SHS2.002.00Yes (X)$0$0$0
JAMES KRAVEC MD
DIRECTOR SHS2.002.00Yes (X)$0$0$0
Jason Seigert
DIRECTOR SHS2.002.00Yes (X)$0$0$0
ROBERT SHRODER
DIRECTOR SHS2.002.00Yes (X)$0$0$0
ANTHONY LOCKHART
DIRECTOR & CHAIRMAN SHS4.004.00Yes (X)Yes (X)$0$0$0
JAMES MCILVAINE
DIR. SHS & CHAIR/DIR. SHMG4.002.00Yes (X)Yes (X)$0$0$0
MARK ALLIO
DIRECTOR SF2.00Yes (X)$0$0$0
KEN BABBY
DIRECTOR SF (End 12/2019)2.00Yes (X)$0$0$0
JULIA BIANCHI
DIRECTOR SF2.00Yes (X)$0$0$0
Bill Bauman MD
DIRECTOR SF (started 12/2019)2.00Yes (X)$0$0$0
Karen Budd PhD RN
DIRECTOR SF2.00Yes (X)$0$0$0
JASON BUTTERWORTH
DIRECTOR SF2.00Yes (X)$0$0$0
Betsy Clark
DIRECTOR SF2.00Yes (X)$0$0$0
STEVE COX
DIRECTOR SF (Started 12/2019)2.00Yes (X)$0$0$0
GEORGE DAVERIO JR
DIRECTOR SF2.00Yes (X)$0$0$0
C GORDON EWERS
DIRECTOR SF2.00Yes (X)$0$0$0
KAY FRANKS
DIRECTOR SF (Started 12/2019)2.00Yes (X)$0$0$0
William Ginter
DIRECTOR SF2.00Yes (X)$0$0$0
IRIS E HARVEY
DIRECTOR SF2.00Yes (X)$0$0$0
MARY ANN JACKSON
DIRECTOR SF2.00Yes (X)$0$0$0
BARB JONES
DIRECTOR SF (Start 6/2019)2.00Yes (X)$0$0$0
LYN JONES
DIRECTOR SF (End 6/2019)2.00Yes (X)$0$0$0
TOM KNOLL
DIRECTOR SF (Started 12/2019)2.00Yes (X)$0$0$0
Julie L Pulk
DIRECTOR SF (End 12/31/2019)2.00Yes (X)$0$0$0
PATTY WARTKO
DIRECTOR SF (Started 1/2019)2.00Yes (X)$0$0$0
R Mark Wernig
DIRECTOR SF2.00Yes (X)$0$0$0
Gary Williams MD
DIRECTOR SF (started 8/2019)2.00Yes (X)$0$0$0
THOMAS CLARK
DIRECTOR/CHAIR SF4.00Yes (X)Yes (X)$0$0$0
PAUL TESTA
DIRECTOR & Vice Chair SF4.00Yes (X)Yes (X)$0$0$0
Patrick O'Neill
DIRECTOR & Secretary SF4.00Yes (X)Yes (X)$0$0$0
JONATHON PAVLOFF
DIRECTOR & Treas. SF4.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$9,988,102TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$4,005,020TotReportableCompRltdOrgAmt
Total Other Compensation$473,106TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K531IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$2,059,556GovernmentGrantsAmt
Total Contributions$2,059,556TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
NET PATIENT REVENUE le621110$993,125,954$993,034,470$91,484
SHMG Practice support621110$44,547,001$44,547,001
Program related invest900099$10,947,615$10,246,958$700,657
Reference Lab621500$8,505,688$8,505,688
Rental Income From Aff900099$2,576,486$2,576,486

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,915,376TotalRevenueColumnAmt
Related Or Exempt Func Income$18,915,376RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,078,618,120TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$199,608TotalRevenueColumnAmt
Exclusion$199,608ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$877,359TotalRevenueColumnAmt
Exclusion$877,359ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$5,624,534RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$7,139,657RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$1,515,123RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,515,123TotalRevenueColumnAmt
Exclusion-$1,515,123ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$4,751,679OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$941,651OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$3,810,028OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,810,028TotalRevenueColumnAmt
Exclusion$3,810,028ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
CAFETERIA SALES722210$5,640,325$405,998$5,234,327
Wellness Institute621990$2,660,136$382,734$2,277,402
REBATES900099$2,010,291$2,010,291

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,583,668TotalRevenueColumnAmt
Unrelated Business Revenue$316,274UnrelatedBusinessRevenueAmt
Exclusion$9,267,394ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$19,894,420OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,103,943,968TotalRevenueColumnAmt
Related Or Exempt Func Income$1,069,320,291RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$10,402,835UnrelatedBusinessRevenueAmt
Exclusion$22,161,286ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$390,500TotalAmt
Program Services$390,500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,289,949TotalAmt
Program Services$3,494,163ProgramServicesAmt
Management And General$795,786ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$405,658,728TotalAmt
Program Services$329,092,411ProgramServicesAmt
Management And General$74,949,837ManagementAndGeneralAmt
Fundraising$1,616,480FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,724,242TotalAmt
Program Services$6,257,624ProgramServicesAmt
Management And General$1,425,156ManagementAndGeneralAmt
Fundraising$41,462FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$47,900,142TotalAmt
Program Services$38,851,182ProgramServicesAmt
Management And General$8,848,243ManagementAndGeneralAmt
Fundraising$200,717FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$25,418,899TotalAmt
Program Services$20,619,101ProgramServicesAmt
Management And General$4,695,940ManagementAndGeneralAmt
Fundraising$103,858FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$2,620,664TotalAmt
Program Services$2,134,531ProgramServicesAmt
Management And General$486,133ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$226,848TotalAmt
Management And General$226,848ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$7,488TotalAmt
Management And General$7,488ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$88,224,483TotalAmt
Program Services$61,982,232ProgramServicesAmt
Management And General$26,217,749ManagementAndGeneralAmt
Fundraising$24,502FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$54,049TotalAmt
Program Services$44,023ProgramServicesAmt
Management And General$10,026ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,588,752TotalAmt
Program Services$7,781,978ProgramServicesAmt
Management And General$1,772,323ManagementAndGeneralAmt
Fundraising$34,451FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$823,933TotalAmt
Program Services$614,609ProgramServicesAmt
Management And General$139,975ManagementAndGeneralAmt
Fundraising$69,349FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$13,760,178TotalAmt
Program Services$11,207,665ProgramServicesAmt
Management And General$2,552,513ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$370,714TotalAmt
Program Services$295,302ProgramServicesAmt
Management And General$67,254ManagementAndGeneralAmt
Fundraising$8,158FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,432,725TotalAmt
Program Services$1,166,596ProgramServicesAmt
Management And General$265,689ManagementAndGeneralAmt
Fundraising$440FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$21,575,048TotalAmt
Program Services$17,572,877ProgramServicesAmt
Management And General$4,002,171ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$46,544,087TotalAmt
Program Services$37,910,159ProgramServicesAmt
Management And General$8,633,928ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,247,235TotalAmt
Program Services$2,644,873ProgramServicesAmt
Management And General$602,362ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement 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

FieldValueIRS element (for citing)
Total$15,429,053TotalAmt
Program Services$12,443,846ProgramServicesAmt
Management And General$2,834,050ManagementAndGeneralAmt
Fundraising$151,157FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,077,192,265TotalAmt
Program Services$898,764,144ProgramServicesAmt
Management And General$176,049,751ManagementAndGeneralAmt
Fundraising$2,378,370FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$100,200BOYAmt
EOY$114,795EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,092,750BOYAmt
EOY$6,910,286EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$126,197,284BOYAmt
EOY$132,131,882EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$3,343,435BOYAmt
EOY$2,493,094EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$14,570,264BOYAmt
EOY$16,652,748EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,213,183BOYAmt
EOY$3,939,589EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,515,883,240LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$901,265,058LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$539,251,760BOYAmt
EOY$614,618,182EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$78,373,119BOYAmt
EOY$20,380,714EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$9,001,289BOYAmt
EOY$10,094,452EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$597,461,000BOYAmt
EOY$630,817,965EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,378,833,024BOYAmt
EOY$1,440,382,447EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$84,737,027BOYAmt
EOY$67,089,161EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$806,200BOYAmt
EOY$751,936EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$597,152,806BOYAmt
EOY$588,617,185EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$294,784,257BOYAmt
EOY$322,265,508EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$977,480,290BOYAmt
EOY$978,723,790EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$400,989,497BOYAmt
EOY$461,334,340EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$363,237BOYAmt
EOY$324,317EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$401,352,734BOYAmt
EOY$461,658,657EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,378,833,024BOYAmt
EOY$1,440,382,447EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$26,751,703ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,014,881NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$34,569,101OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

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

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Summa Health SystemBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN340714755EIN
Organization Type3OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,313,648CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,438,055CurrentTaxYearMinus3YearsAmt
Current Tax Year$1CurrentTaxYearAmt
Total$6,751,704TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,313,648CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,438,055CurrentTaxYearMinus3YearsAmt
Current Tax Year$1CurrentTaxYearAmt
Total$6,751,704TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,493,420SubstantialContributorsTotAmt
Public Support Total170$4,258,284PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$212,488CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$98,245CurrentTaxYearMinus3YearsAmt
Total$310,733TotalAmt
FieldValueIRS element (for citing)
Total Support$7,062,437TotalSupportAmt
Gross Receipts Rltd Activities$1,483,177GrossReceiptsRltdActivitiesAmt
Public Support CY1700.60290PublicSupportCY170Pct
Public Support PY1700.81490PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

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

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

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

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

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

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part I, Line 3, 7, 12:SUMMA HEALTH SYSTEM, EIN 34-0714755, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS AS A HOSPITAL ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(III). SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP (SHMG), EIN 34-1790929, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS SECTION 509(A)(3) TYPE III FUNCTIONALLY INTEGRATED AND MUST COMPLETE SCHEDULE A, PART IV, SECTIONS A, D, AND E. THE NUMBER OF SUPPORTING ORGANIZATIONS FOR LINE 12F IS 1. THE SUPPORTED ORGANIZATION FOR LINE 12G IS SUMMA HEALTH SYSTEM, EIN 34-0714755, WHOSE ORGANIZATION TYPE DESCRIBED ON LINES 1-10 IS 3, AND WHICH IS LISTED IN THE SHMG ORGANIZING DOCUMENTS. LISTING ZERO IN SUPPORT FOR LINE 12G COLUMN (V) AND (VI). SUMMA FOUNDATION, EIN 34-1219001, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC DESCRIBED IN SECTION 170(B)(1)(a)(VI) AND MUST COMPLETE SCHEDULE A PART II. PURSUANT TO THE INSTRUCTIONS FOR GROUP FILINGS, THE ABOVE LISTED ORGANIZATIONS HAVE SEPARATELY DOCUMENTED THEIR COMPLIANCE REQUIREMENTS ON SCHEDULE A, PART VI, SUPPLEMENTAL INFORMATION.
SCHEDULE A, PART II, SECTION A, PUBLIC SUPPORT:SCHEDULE A PUBLIC SUPPORT SCHEDULE IS BEING PREPARED FOR SUMMA FOUNDATION, EIN 34-1219001. SUMMA FOUNDATION IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC DESCRIBED IN SECTION 170(B)(1)(a)(VI) AND MUST COMPLETE SCHEDULE A PART II. 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

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other OrganizationsYes (1)GrantsOtherOrganizationsInd
Grants Other Organizations$7,488GrantsOtherOrganizationsAmt
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$7,488TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1:FormAndLineReferenceDesc
ExplanationThe amount on Line 1(f) represents the portion of annual dues to the Ohio Hospital Association allocable to lobbying activities.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,923,498BeginningYearBalanceAmt
Contributions$3,075,711ContributionsAmt
Investment Earnings Or Losses$1,419,744InvestmentEarningsOrLossesAmt
End Year Balance$26,418,953EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,437,936BeginningYearBalanceAmt
Contributions$426,808ContributionsAmt
Investment Earnings Or Losses$1,827,212InvestmentEarningsOrLossesAmt
End Year Balance$22,691,956EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,720,810BeginningYearBalanceAmt
Contributions$66,105ContributionsAmt
Investment Earnings Or Losses$651,021InvestmentEarningsOrLossesAmt
End Year Balance$20,437,936EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,966,435BeginningYearBalanceAmt
Contributions$313,575ContributionsAmt
Investment Earnings Or Losses-$559,200InvestmentEarningsOrLossesAmt
End Year Balance$19,720,810EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$76,079,708OtherCostOrOtherBasisAmt
Book Value$76,079,708BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$856,462,656OtherCostOrOtherBasisAmt
Depreciation$470,166,603DepreciationAmt
Book Value$386,296,053BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,991,050OtherCostOrOtherBasisAmt
Depreciation$3,169,714DepreciationAmt
Book Value$3,821,336BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$510,199,482OtherCostOrOtherBasisAmt
Depreciation$405,515,765DepreciationAmt
Book Value$104,683,717BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$66,150,344OtherCostOrOtherBasisAmt
Depreciation$22,412,976DepreciationAmt
Book Value$43,737,368BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$614,618,182TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDescBook 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
FieldValueIRS element (for citing)
Total Book Value Other Assets$630,817,965TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDescAmtAmt
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
FieldValueIRS element (for citing)
Total Liability$322,265,508TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:Endowment funds provide income to be used to fulfill the tax-exempt purposes of Summa Foundation.
Part X, Line 2:Summa and most of its subsidiaries are not-for-profit corporations as described in Section 501(c)(3) of the Internal Revenue Code (the Code) and are exempt from federal income taxes pursuant to Section 501(a) of the Code. Summa also has certain subsidiaries that are taxable for federal income tax purposes. SC, together with affiliates of SHSC, files a consolidated federal income tax return in accordance with a tax-sharing agreement dated January 1, 2010. The entities utilize a consolidated approach to the allocation of federal income taxes, whereas SHSC's tax-sharing agreement with its subsidiaries allows it to make certain Code elections in its consolidated federal tax return. In the event such Code elections are made, any benefit or liability is the responsibility of SHSC and is accrued and paid by the participating subsidiaries. SC is not subject to state income taxes as it is licensed as a health insurance company under Chapter 1751 of the Ohio Revised Code. Deferred tax assets and liabilities are recognized for the future tax consequences attributable to differences between the financial statement carrying amounts of existing assets and liabilities and the respective tax basis and operating loss and tax credit carryforwards. Deferred tax assets and liabilities are measured using enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. The effect on deferred tax assets and liabilities of a change in tax rates is recognized in income in the period that includes the enactment date. Summa recognizes interest income, interest expense, and penalties related to uncertain tax positions within the provision for income tax.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegionTxt
Offices1OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedProgram servicesTypeOfActivitiesConductedTxt
Specific Services ProvidedSelf insuranceSpecificServicesProvidedTxt
Region Total Expenditures$9,962,846RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$9,962,846SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$9,962,846TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, line 3:Central American and the Caribbean: Accrual
Part III Accounting Method:
SCHEDULE F, PART I, LINE 3(F)EXPENDITURES: INSURANCE PREMIUMS PAID $9,962,846

Schedule H IRS990ScheduleH

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

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other250.000000000000FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (1)ExpensesExceedBudgetInd
Unable To Provide Care0UnableToProvideCareInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$45,484,370TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$30,264,891DirectOffsettingRevenueAmt
Net Community Benefit Expns$15,219,479NetCommunityBenefitExpnsAmt
Total Expense0.01400TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$171,770,205TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$131,465,628DirectOffsettingRevenueAmt
Net Community Benefit Expns$40,304,577NetCommunityBenefitExpnsAmt
Total Expense0.03710TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$217,254,575TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$161,730,519DirectOffsettingRevenueAmt
Net Community Benefit Expns$55,524,056NetCommunityBenefitExpnsAmt
Total Expense0.05110TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$10,192,587TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$116,975DirectOffsettingRevenueAmt
Net Community Benefit Expns$10,075,612NetCommunityBenefitExpnsAmt
Total Expense0.00930TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$38,648,386TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$11,195,403DirectOffsettingRevenueAmt
Net Community Benefit Expns$27,452,983NetCommunityBenefitExpnsAmt
Total Expense0.02520TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$36,018,540TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$36,018,540NetCommunityBenefitExpnsAmt
Total Expense0.03310TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$7,926,445TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$521,961DirectOffsettingRevenueAmt
Net Community Benefit Expns$7,404,484NetCommunityBenefitExpnsAmt
Total Expense0.00680TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,016,075TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$2,016,075NetCommunityBenefitExpnsAmt
Total Expense0.00190TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$94,802,033TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$11,834,339DirectOffsettingRevenueAmt
Net Community Benefit Expns$82,967,694NetCommunityBenefitExpnsAmt
Total Expense0.07630TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$312,056,608TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$173,564,858DirectOffsettingRevenueAmt
Net Community Benefit Expns$138,491,750NetCommunityBenefitExpnsAmt
Total Expense0.12740TotalExpensePct

Economic Development EconomicDevelopmentGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$12,630TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$12,630NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$350TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$350NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$12,526TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$12,526NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Total Community Benefit Expns$25,506TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$25,506NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$17,068,000BadDebtExpenseAmt
Reimbursed By Medicare$152,605,644ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$155,188,239CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$2,582,595MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtOrg Profit Or OwnershipOrgProfitOrOwnershipPctOfcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPctPhysicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct
1 Digestive Health Center LLC
Digestive Disease0.050000.000000.44000
2 Medina-Summit ASC LLC
Ambulatory Surgery Center0.212800.000000.70000
FieldValueIRS element (for citing)
Hospital Facilities2HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (2 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdWebsite AddressWebsiteAddressTxtState LicenseStateLicenseNumLicensed HospitalLicensedHospitalIndGeneral Medical And SurgicalGeneralMedicalAndSurgicalIndTeaching HospitalTeachingHospitalIndResearch FacilityResearchFacilityIndEmergency Room24 HrsEmergencyRoom24HrsIndOtherOtherDesc
Summa Health System
1525 East Market StreetAkronOH44304www.summahealth.org1275Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)
Summa Rehab Hospital LLC
229 North Adams StreetAkronOH44304www.summarehabhospital.com1503Yes (X)Yes (X)Rehabilitation

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (2 entries)

FacilityFacilityNumFirst Licensed CY Or PYFirstLicensedCYOrPYIndTax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYIndCHNA ConductedCHNAConductedIndCommunity DefinitionCommunityDefinitionIndCommunity DemographicsCommunityDemographicsIndExisting ResourcesExistingResourcesIndHow Data ObtainedHowDataObtainedIndCommunity Health NeedsCommunityHealthNeedsIndOther Health IssuesOtherHealthIssuesIndCommunity Hlth Needs Id ProcessCommunityHlthNeedsIdProcessIndConsulting ProcessConsultingProcessIndPrior CHNA ImpactPriorCHNAImpactIndCHNA ConductedCHNAConductedYrTake Into Account Others InputTakeIntoAccountOthersInputIndCHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsIndCHNA Conducted With Non FcltsCHNAConductedWithNonFcltsIndCHNA Report Widely AvailableCHNAReportWidelyAvailableIndRpt Available On Own WebsiteRptAvailableOnOwnWebsiteIndOwn Website URLOwnWebsiteURLTxtPaper Copy Public InspectionPaperCopyPublicInspectionIndImplementation Strategy AdoptImplementationStrategyAdoptIndImplementation Strategy AdptImplementationStrategyAdptYrStrategy Posted WebsiteStrategyPostedWebsiteIndStrategy Website URLStrategyWebsiteURLTxtOrganization Incur Excise TaxOrganizationIncurExciseTaxIndElig Criteria ExplainedEligCriteriaExplainedIndFPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntIndFPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePctFPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePctMedical Indigency CriteriaMedicalIndigencyCriteriaIndInsurance Status CriteriaInsuranceStatusCriteriaIndUnderinsurance Stat CriteriaUnderinsuranceStatCriteriaIndResidency CriteriaResidencyCriteriaIndExplained BasisExplainedBasisIndApp Financial Asst ExplnAppFinancialAsstExplnIndDescribed InfoDescribedInfoIndDescribed Suprt DocDescribedSuprtDocIndProvided Hospital ContactProvidedHospitalContactIndIncludes Publicity MeasuresIncludesPublicityMeasuresIndFAP Available On WebsiteFAPAvailableOnWebsiteIndFAP Available On Website URLFAPAvailableOnWebsiteURLTxtFAP App Available On WebsiteFAPAppAvailableOnWebsiteIndFAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxtFAP Summary On WebsiteFAPSummaryOnWebsiteIndFAP Summary On Website URLFAPSummaryOnWebsiteURLTxtFAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeIndFAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgIndFAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgIndNotified FAP Copy Bill DisplayNotifiedFAPCopyBillDisplayIndCommuntity Notified FAPCommuntityNotifiedFAPIndFAP TranslatedFAPTranslatedIndFAP Actions On NonpaymentFAPActionsOnNonpaymentIndPermit No ActionsPermitNoActionsIndCollection ActivitiesCollectionActivitiesIndProvided Written NoticeProvidedWrittenNoticeIndMade Effort Orally NotifyMadeEffortOrallyNotifyIndProcessed FAP ApplicationProcessedFAPApplicationIndMade Presumptive Elig DetermMadePresumptiveEligDetermIndNondis Emergency Care PolicyNondisEmergencyCarePolicyIndLook Back MedicareLookBackMedicareIndAmounts Generally BilledAmountsGenerallyBilledIndGross ChargesGrossChargesIndNo Emergency CareNoEmergencyCareInd
Summa Health System
100Yes (1)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)19Yes (1)Yes (1)Yes (1)Yes (1)Yes (X)SEE PART V, PAGE 8Yes (X)Yes (1)17Yes (1)SEE PART V, PAGE 80Yes (1)Yes (X)250.000000000000400.000000000000Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (1)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)SEE PART V, PAGE 8Yes (X)SEE PART V, PAGE 8Yes (X)SEE PART V, PAGE 8Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)0Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)00
Summa Rehab Hospital LLC
200Yes (1)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)19Yes (1)Yes (1)Yes (1)Yes (1)Yes (X)SEE PART V, PAGE 8Yes (X)Yes (1)17Yes (1)SEE PART V, PAGE 80Yes (1)Yes (X)250.000000000000400.000000000000Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (1)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)SEE PART V, PAGE 8Yes (X)SEE PART V, PAGE 8Yes (X)SEE PART V, PAGE 8Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)0Yes (X)Yes (X)Yes (X)Yes (X)0Yes (X)00Yes (X)

Supplemental Information SupplementalInformationGrp (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Summa Health SystemPart V, Section B, Line 5: Input from persons who represent broad interests of community served:Summa Health System:IN 2019 SUMMA HEALTH PARTNERED WITH SUMMIT COUNTY PUBLIC HEALTH (SCPH) AND THE SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT (SCCHI) TO CONDUCT THE 2019 CHNA. DURING THE PROCESS, OVER 200 INDICATORS WERE REVIEWED, AND COMMUNITY LEADERS AND RESIDENTS WERE CONSULTED. THE 2019 CHNA WAS COMPLETED USING THE NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS (NACCHO) MODIFIED-MOBILIZING ACTION THROUGH PARTNERSHIP AND PLANNING (MAPP) PROCESS. THIS PROCESS WAS FACILITATED BY SCPH AND CONDUCTED WITH THE SCCHI. SCCHI IS A 40+ MEMBER COLLABORATIVE WITH THE MISSION OF IDENTIFYING KEY HEALTH PRIORITIES IN SUMMIT COUNTY AND COORDINATING ACTION TO IMPROVE POPULATION HEALTH AND PROMOTE HEALTH EQUITY FOR ALL. THESE COMMUNITY LEADERS PROVIDE A PERSPECTIVE ON THE BROAD INTERESTS OF THE GROUPS SERVED BY THE HOSPITAL FACILITY, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME PERSONS, MINORITY GROUPS. SCPH EPIDEMIOLOGY GATHERED DATA FROM A VARIETY OF SOURCES INCLUDING COUNTY HEALTH RANKINGS, AMERICAN COMMUNITY SURVEY, AND COMMUNITY HEALTH STATUS INDICATORS. SCPH ALSO UTILIZED THE 2018 YOUTH RISK BEHAVIORAL SURVEY, THE OHIO DEPARTMENTS OF HEALTH BIRTH AND DEATH DATA, AND EPICENTER. QUALITATIVE DATA COLLECTED THROUGH SURVEYS, FOCUS GROUPS AND COMMUNITY MEETINGS WERE ALSO UTILIZED TO GATHER INFORMATION ABOUT HOW SUMMIT COUNTY LEADERS AND RESIDENTS EXPERIENCE THE HEALTH OUTCOMES AND COMMUNITY CONDITIONS THAT AFFECT QUALITY OF LIFE. THIS INFORMATION CAN PROVIDE ADDITIONAL CONTEXT TO QUANTITATIVE DATA AND HEALTH TO STRATEGICALLY INFORM IMPROVEMENTS. SCCHI AND SCPH ALSO COMPLETED TWO QUALITATIVE MAPP ASSESSMENTS: COMMUNITY THEMES, STRENGTHS, AND THE FORCES OF CHANGE. FOCUS GROUPS AND SURVEYS WERE CONDUCTED AND DISTRIBUTED THROUGHOUT THE COMMUNITY IN 2019 TO IDENTIFY BARRIERS AND OPPORTUNITIES THROUGH THE LENS OF THE COMMUNITY MEMBER. LEADERS FROM THE FOLLOWING COMMUNITY ORGANIZATIONS WERE CONSULTED DURING THIS CHNA: AKRON AREA YMCAAKRON CANTON REGIONAL FOODBANKAKRON CHILDREN'S HOSPITALAKRON METROPOLITAN AREA TRANSPORTATION STUDYAKRON METROPOLITAN HOUSING AUTHORITY AKRON PUBLIC SCHOOLSAKRON REGION INTERPROFESSIONAL AREA HEALTH EDUCATION CENTERAKRON SUMMIT COMMUNITY ACTION, INCAKRON SUMMIT COUNTY PUBLIC LIBRARYAMERICAN CANCER SOCIETYASIAN SERVICES IN ACTION, INCAXESSPOINTE COMMUNITY HEALTH CENTERCHILD GUIDANCE AND FAMILY SOLUTIONSCITY OF AKRONCLEVELAND CLINIC AKRON GENERALCOMMUNITY HEALTH CENTERCOMMUNITY LEGAL AIDCOUNTY OF SUMMITCOUNTY OF SUMMIT ALCOHOL DRUG ADDICTION AND MENTAL HEALTH SERVICES BOARDGREATER AKRON CHAMBER OF COMMERCE HATTIE LARLHAMHAVEN OF REST MINISTRIESINFOLINE, INCINTERNATIONAL INSTITUTE OF AKRONLOVE AKRONMATURE SERVICESMUSTARD SEED MARKET AND CAFNOTHEAST OHIO MEDICAL UNIVERSITYOHIO GUIDESTONEOPEN M MINISTRIESOSU EXTENSIONPROJECT LEARN OF SUMMIT COUNTYSUMMIT COUNTY DD BOARDSUMMIT COUNTY PUBLIC HEALTH THE BLICK CENTERTHE OHIO AFFILIATE OF PREVENT BLINDNESSU.S. REPRESENTATIVE MARCIA FUDGEU.S. SENATOR SHERROD BROWNUNITED WAY OF SUMMIT COUNTYADDITIONAL DETAIL CAN BE FOUND ON THE SUMMA HEALTH WEBSITE AT HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2019.
Summa Rehab Hospital, LLCPart V, Section B, Line 5: Input from persons who represent broad interests of community served:Summa Rehabilitation Hospital:IN 2019 SUMMA HEALTH PARTNERED WITH SUMMIT COUNTY PUBLIC HEALTH (SCPH) AND THE SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT (SCCHI) TO CONDUCT THE 2019 CHNA. DURING THE PROCESS, OVER 200 INDICATORS WERE REVIEWED, AND COMMUNITY LEADERS AND RESIDENTS WERE CONSULTED. THE 2019 CHNA WAS COMPLETED USING THE NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS (NACCHO) MODIFIED-MOBILIZING ACTION THROUGH PARTNERSHIP AND PLANNING (MAPP) PROCESS. THIS PROCESS WAS FACILITATED BY SCPH AND CONDUCTED WITH THE SCCHI. SCCHI IS A 40+ MEMBER COLLABORATIVE WITH THE MISSION OF IDENTIFYING KEY HEALTH PRIORITIES IN SUMMIT COUNTY AND COORDINATING ACTION TO IMPROVE POPULATION HEALTH AND PROMOTE HEALTH EQUITY FOR ALL. THESE COMMUNITY LEADERS PROVIDE A PERSPECTIVE ON THE BROAD INTERESTS OF THE GROUPS SERVED BY THE HOSPITAL FACILITY, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME PERSONS, MINORITY GROUPS. SCPH EPIDEMIOLOGY GATHERED DATA FROM A VARIETY OF SOURCES INCLUDING COUNTY HEALTH RANKINGS, AMERICAN COMMUNITY SURVEY, AND COMMUNITY HEALTH STATUS INDICATORS. SCPH ALSO UTILIZED THE 2018 YOUTH RISK BEHAVIORAL SURVEY, THE OHIO DEPARTMENTS OF HEALTH BIRTH AND DEATH DATA, AND EPICENTER. QUALITATIVE DATA COLLECTED THROUGH SURVEYS, FOCUS GROUPS AND COMMUNITY MEETINGS WERE ALSO UTILIZED TO GATHER INFORMATION ABOUT HOW SUMMIT COUNTY LEADERS AND RESIDENTS EXPERIENCE THE HEALTH OUTCOMES AND COMMUNITY CONDITIONS THAT AFFECT QUALITY OF LIFE. THIS INFORMATION CAN PROVIDE ADDITIONAL CONTEXT TO QUANTITATIVE DATA AND HEALTH TO STRATEGICALLY INFORM IMPROVEMENTS. SCCHI AND SCPH ALSO COMPLETED TWO QUALITATIVE MAPP ASSESSMENTS: COMMUNITY THEMES, STRENGTHS, AND THE FORCES OF CHANGE. FOCUS GROUPS AND SURVEYS WERE CONDUCTED AND DISTRIBUTED THROUGHOUT THE COMMUNITY IN 2019 TO IDENTIFY BARRIERS AND OPPORTUNITIES THROUGH THE LENS OF THE COMMUNITY MEMBER. LEADERS FROM THE FOLLOWING COMMUNITY ORGANIZATIONS WERE CONSULTED DURING THIS CHNA: AKRON AREA YMCAAKRON CANTON REGIONAL FOODBANKAKRON CHILDREN'S HOSPITALAKRON METROPOLITAN AREA TRANSPORTATION STUDYAKRON METROPOLITAN HOUSING AUTHORITY AKRON PUBLIC SCHOOLSAKRON REGION INTERPROFESSIONAL AREA HEALTH EDUCATION CENTERAKRON SUMMIT COMMUNITY ACTION, INCAKRON SUMMIT COUNTY PUBLIC LIBRARYAMERICAN CANCER SOCIETYASIAN SERVICES IN ACTION, INCAXESSPOINTE COMMUNITY HEALTH CENTERCHILD GUIDANCE AND FAMILY SOLUTIONSCITY OF AKRONCLEVELAND CLINIC AKRON GENERALCOMMUNITY HEALTH CENTERCOMMUNITY LEGAL AIDCOUNTY OF SUMMITCOUNTY OF SUMMIT ALCOHOL DRUG ADDICTION AND MENTAL HEALTH SERVICES BOARDGREATER AKRON CHAMBER OF COMMERCE HATTIE LARLHAMHAVEN OF REST MINISTRIESINFOLINE, INCINTERNATIONAL INSTITUTE OF AKRONLOVE AKRONMATURE SERVICESMUSTARD SEED MARKET AND CAFNOTHEAST OHIO MEDICAL UNIVERSITYOHIO GUIDESTONEOPEN M MINISTRIESOSU EXTENSIONPROJECT LEARN OF SUMMIT COUNTYSUMMIT COUNTY DD BOARDSUMMIT COUNTY PUBLIC HEALTH THE BLICK CENTERTHE OHIO AFFILIATE OF PREVENT BLINDNESSU.S. REPRESENTATIVE MARCIA FUDGEU.S. SENATOR SHERROD BROWNUNITED WAY OF SUMMIT COUNTYADDITIONAL DETAIL CAN BE FOUND ON THE SUMMA HEALTH WEBSITE AT HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2019.
Summa Health SystemPart V, Section B, Line 6a: CHNA conducted with one or more other hospital facilities:Summa Health System: SUMMA HEALTH CONDUCTED THE CHNA ON BEHALF OF EACH OF ITS HOSPITAL FACILITIES LISTED IN PART V, SECTION A.
Summa Rehab Hospital, LLCPart V, Section B, Line 6a: CHNA conducted with one or more other hospital facilities:Summa Rehabilitation Hospital:SUMMA HEALTH CONDUCTED THE CHNA ON BEHALF OF EACH OF ITS HOSPITAL FACILITIES LISTED IN PART V, SECTION A.
Summa Health SystemPart V, Section B, Line 6b: CHNA conducted with one or more organizations other than hospital facilities:Summa Health System:SUMMIT COUNTY PUBLIC HEALTH SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT
Summa Rehab Hospital, LLCPart V, Section B, Line 6b: CHNA conducted with one or more organizations other than hospital facilities:Summa Rehabilitation Hospital:SUMMIT COUNTY PUBLIC HEALTH SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT
Summa Health SystemPart V, Section B, Line 11: How the hospital facility is addressing needs identified in its CHNA:Summa Health System: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, LLCPart V, Section B, Line 11: How the hospital facility is addressing needs identified in its CHNA:Summa Rehabilitation Hospital:DUE TO THE NATURE OF THE ADULT REHABILITATION SPECIALTY SERVICES PROVIDED BY SUMMA REHAB HOSPITAL, LLC, THE IDENTIFIED HEALTH NEED IN WHICH THEY HAVE THE OPPORTUNITY TO ADDRESS IN THIS COMMUNITY HEALTH NEEDS ASSESSMENT FOR THE GREATEST IMPACT IS ACCESS TO HEALTH CARE. THE COMMUNITY RESOURCES PROVIDED BY A VARIETY OF INSTITUTIONS AND AGENCIES, INCLUDING SHS LED TO THE DETERMINATION BY SUMMA REHAB HOSPITAL, LLC TO NOT ADDRESS ANY OTHER IDENTIFIED HEALTH NEEDS AS DESCRIBED IN THE CHNA. PRIORITY HEALTH OUTCOME: IMPROVING ACCESS TO HEALTH CARETHE HEALTH NEEDS PERTAINING TO ACCESS ARE BEING ADDRESSED BY ENHANCING ACCESS TO APPROPRIATE MEDICATIONS AND IMPROVE COMPLIANCE WITH MEDICATION PRESCRIPTIONS FOR PATIENTS THAT ARE DISCHARGED FROM SUMMA REHABILITATION HOSPITAL(SRH). SRH IS ALSO IMPROVING ACCESS BY ENHANCING ACCESS TO DIAGNOSIS SPECIFIC SUPPORT GROUPS FOR COMMUNITY MEMBERS TO INCREASE PATIENT KNOWLEDGE. SUPPORT GROUPS FOCUS ON STROKE, AMPUTEE, PARKINSON'S AND TRAMATIC BRAIN INJURY(TBI). IN ADDITION, SRH WILL ALSO PARTICIPATE IN ADVOCACY AND SUPPORT GROUP ACTIVITIES THROUGH NORTHEAST OHIO BRAIN INJURY FOUNDATION/ SUMMIT COUNTY TBI COLLABORATION. A DETAILED DESCRIPTION OF THE ACTIONS BEING TAKEN TO ADDRESS THE HEALTH NEEDS IDENTIFIED ABOVE CAN BE FOUND ON THE 2020-2022 SUMMA HEALTH COMMUNITY HEALTH NEEDS ASSESSMENT IMPLEMENTATION PLAN FOUND ON THE SUMMA HEALTH WEBSITE AT HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2019.
PART V SECTION C LINE 3e Facility Reporting Summa Health & Summa RehabThe 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 RehabSumma Health System: https://www.summahealth.org/about-us/about-summa/community-benefit-and-diversity/communityneedsassessments/communityneedsassessment2019Summa Rehab Hospital:http://www.summarehabhospital.com/about-us/community-health-needs-assessments/
Part V, Section B, line 10a Facility Reporting Summa Health and Summa RehabSumma Health System:https://www.summahealth.org/about-us/about-summa/community-benefit-and-diversity/communityneedsassessments/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 RehabSumma 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 RehabSumma 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 RehabSumma 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 ActionSumma Rehab Hospital:Summa Rehab Hospital does not take ECAs and therefore written notices are not necessary
FieldValueIRS element (for citing)
Facility106FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (106 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxtAddress Line2USAddress/AddressLine2Txt
1 - SUMMA HEALTH EQUITY CENTER
1493 S HAWKINS AVENUEAKRONOH44320CHRONIC DISEASE MANAGEMENT, HEALTH, NUTRITION, EXERCISE AND EDUCATION SERVIC
2 - PARKVIEW CENTER
155 FIFTH STREET NEBARBERTONOH44203CANCER CENTER AND CANCER CARE
3 - SUMMA HEALTH COOPER PAVILION
161 NORTH FORGE STREETAKRONOH44304CANCER CENTER AND CANCER CARE
4 - SUMMA HEALTH CENTER AT GREEN - SLEEP LAB
1700 BOETTLER ROAD STE 215UNIONTOWNOH44685SLEEP AND NEUROLOGY SERVICES, OBSTETRICS AND GYNECOLOGY
5 - SUMMA HEALTH IGNATIA HALL SOUTH
3730 WHIPPLE AVE NW STE 5CANTONOH44718OUTPATIENT ADDICTION MEDICINES
6 - Professional Center South
55 ArchAKRONOH44304Family medicine, internal medicine
7 - Summa Health Medical Group
1 Park West Blvd Suite 350AkronOH44320Physician office
8 - Summa Health Medical Group
1 Park West Blvd Suite 200AkronOH44320Physician office
9 - Summa Health Medical Group
1 Park West Suite 330AkronOH44320Physician office
10 - Summa Health Medical Group
1 Park West Suite 330AkronOH44320Physician office
11 - Summa Health Medical Group
1260 Independence AveAkronOH44310Physician office
12 - Summa Health Medical Group
1305 Corporate Dr Suite AHudsonOH44236Physician office
13 - Summa Health Medical Group
1320 Mercy Drive NWCantonOH44708Physician office
14 - Summa Health Medical Group
1463 Canton RdAkronOH44312Physician office
15 - Summa Health Medical Group
1493 South Hawkins AveAkronOH44320Physician office
16 - Summa Health Medical Group
155 Fifth Street NEBarbertonOH44203Physician office
17 - Summa Health Medical Group
161 N Forge St Suite G90AkronOH44304Physician office
18 - Summa Health Medical Group
161 N Forge St Suite 190AkronOH44304Physician office
19 - Summa Health Medical Group
161 North Forge St Suite 298AkronOH44304Physician office
20 - Summa Health Medical Group
161 North Forge StSuite 198AkronOH44304Physician office
21 - Summa Health Medical Group
1700 Boettler Rd Suite 225UniontownOH44685Physician office
22 - Summa Health Medical Group
1700 Boettler Rd Suite 150UniontownOH44685Physician office
23 - Summa Health Medical Group
1835 Franks ParkwayUniontownOH44685Physician office
24 - Summa Psychiatry Associates
1835 Franks ParkwayUniontownOH44685Physician office
25 - Summa Health Medical Group
1860 State Rd Suite DCuyahoga FallsOH44223Physician office
26 - Summa Health Medical Group
1900 23rd St Suite 1000Cuyahoga FallsOH44223Physician office
27 - Summa Health Medical Group
195 Wadsworth RdWadsworthOH44281Physician office
28 - Summa Health Medical Group
195 Wadsworth Rd Suite 301WadsworthOH44256Physician office
29 - Summa Health Medical Group
195 Wadsworth Rd Suite 305WadsworthOH44281Physician office
30 - Summa Health Medical Group
201 5th St NESuite 16BarbertonOH44203Physician office
31 - Summa Health Medical Group
201 5th St Suite 2BarbertonOH44203Physician office
32 - Summa Health Medical Group
201 5th St Suite 6BarbertonOH44203Physician office
33 - Summa Health Medical Group
201 5th Street NE Suite 3BarbertonOH44203Physician office
34 - Summa Health Medical Group
201 Fifth St NE Suite 10BarbertonOH44203Physician office
35 - Summa Health Medical Group
201 Fifth Street NE Suite 8BarbertonOH44203Physician office
36 - Summa Health Medical Group
223 N Main StRittmanOH44270Physician office
37 - Summa Health Medical Group
242 Portage Trail Ext WCuyahoga FallsOH442233613Physician office
38 - Summa Health Medical Group
25 S Main Street Suite BRittmanOH44270Physician office
39 - Summa Health Medical Group
275 Graham Road Suite 11Cuyahoga FallsOH44223Physician office
40 - Summa Health Medical Group
28 Conservatory Dr Suite CAkronOH44314Physician office
41 - Summa Health Medical Group
2875 West Market St Suite AFairlawnOH44333Physician office
42 - Summa Health Medical Group
2875 West Market St Suite BFairlawnOH44333Physician office
43 - Summa Health Medical Group
328 Hines Hill RoadBoston HeightsOH44236Physician office
44 - Summa Health Medical Group
3378 W Market StFairlawnOH44333Physician office
45 - Summa Health Medical Group
3593 S Arlington Road Suite DAkronOH44312Physician office
46 - Summa Health Medical Group
3780 Medina Rd Suite 250MedinaOH44256Physician office
47 - Summa Health Medical Group
3780 Medina Rd Suite 220MedinaOH44256Physician office
48 - Summa Health Medical Group
3780 Medina Rd Suite 210MedinaOH44256Physician office
49 - Summa Health Medical Group
3780 Medina Road Suite 150MedinaOH44256Physician office
50 - Summa Health Medical Group
3780 Medina Road Suite 200MedinaOH44256Physician office
51 - Summa Health Medical Group
3780 Medina Road Suite 310MedinaOH44256Physician office
52 - Summa Health Medical Group
3838 Massillon Rd Suite 350UniontownOH44685Physician office
53 - Summa Health Medical Group
4055 Embassy Parkway Suite 110FairlawnOH44333Physician office
54 - Summa Health Medical Group
4211 St Rt 44RootstownOH44272Physician office
55 - Summa Health Medical Group
444 N Main St Suite 201AkronOH443092090Physician office
56 - Summa Psychiatry Associates
444 North Main St 6th FloorAkronOH44310Physician office
57 - Summa Psychiatry Associates
444 North Main St 4th FloorAkronOH44310Physician office
58 - Summa Psychiatry Associates
444 North Main StSuite 420AkronOH44310Physician office
59 - Summa Health Medical Group
500 Portage Lakes Drive Suite BAkronOH44319Physician office
60 - Summa Health Medical Group
51 Park West Blvd Suite 200AkronOH44320Physician office
61 - Summa Health Medical Group
525 E Market St Suite 400AkronOH44304Physician office
62 - Summa Health Medical Group
525 E Market St Suite 3EAkronOH44304Physician office
63 - Summa Health Medical Group
525 East Market StSuite 1-NAkronOH44304Physician office
64 - Summa Health Medical Group
55 Arch St Suite 2AAkronOH44304Physician office
65 - Summa Health Medical Group
55 Arch St Suite 3AAkronOH44304Physician office
66 - Summa Health Medical Group
55 Arch St Suite 1AAkronOH44304Physician office
67 - Summa Health Medical Group
55 Arch St Suite 1BAkronOH44304Physician office
68 - Summa Health Medical Group
55 Arch Street Suite 2AAkronOH44304Physician office
69 - Summa Psychiatry Associates
5655 Hudson Drive Suite 305HudsonOH44236Physician office
70 - Summa Health Medical Group
5655 Hudson Dr Suite 315HudsonOH44236Physician office
71 - Summa Health Medical Group
60 North AveTallmadgeOH44278Physician office
72 - Summa Health Medical Group
621 School DrWadsworthOH44281Physician office
73 - Summa Health Medical Group
75 Arch St Suite 103AkronOH44304Physician office
74 - Summa Health Medical Group
75 Arch St Suite 104AkronOH44304Physician office
75 - Summa Health Medical Group
75 Arch St Suite 201AkronOH44304Physician office
76 - Summa Health Medical Group
75 Arch St Suite 202AkronOH44304Physician office
77 - Summa Health Medical Group
75 Arch St Suite 301AkronOH44304Physician office
78 - Summa Health Medical Group
75 Arch St Suite 302AkronOH44304Physician office
79 - Summa Health Medical Group
75 Arch St Suite 302AkronOH44304Physician office
80 - Summa Health Medical Group
75 Arch St Suite 402AkronOH44304Physician office
81 - Summa Health Medical Group
75 Arch St Suite 406AkronOH44304Physician office
82 - Summa Psychiatry Associates
75 Arch St Suite 410AkronOH44304Physician office
83 - Summa Health Medical Group
75 Arch St Suite 501AkronOH44304Physician office
84 - Summa Health Medical Group
75 Arch St Suite 506AkronOH44304Physician office
85 - Summa Health Medical Group
75 Arch St Suite 514AkronOH44304Physician office
86 - Summa Health Medical Group
75 Arch St Suite B1AkronOH44304Physician office
87 - Summa Health Medical Group
75 Arch St Suite B1AkronOH44304Physician office
88 - Summa Health Medical Group
75 Arch St Suite G2AkronOH44304Physician office
89 - Summa Dental Center
75 Arch St Suite 303AkronOH44304Full-service outpatient dental facility
90 - Summa Health Medical Group
75 Arch StSuite 206AkronOH44304Physician office
91 - Summa Health Medical Group
75 Arch StSuite 407AkronOH44304Physician office
92 - Summa Health Medical Group
75 Arch Suite 201AkronOH44304Physician office
93 - Summa Health Medical Group
91 5th StreetBarbertonOH44203Physician office
94 - Summa Health Medical Group
95 Arch St Suite 150AkronOH44304Physician office
95 - Summa Health Medical Group
95 Arch St Suite 165AkronOH44304Physician office
96 - Summa Health Medical Group
95 Arch St Suite 175AkronOH44304Physician office
97 - Summa Health Medical Group
95 Arch St Suite 215AkronOH44304Physician office
98 - Summa Health Medical Group
95 Arch StSuite 220AkronOH44304Physician office
99 - Summa Health Medical Group
95 Arch St Suite 240AkronOH44304Physician office
100 - Summa Health Medical Group
95 Arch St Suite 270AkronOH44304Physician office
101 - Summa Health Medical Group
95 Arch St Suite 280AkronOH44304Physician office
102 - Summa Health Medical Group
95 Arch StSuite 260AkronOH44304Physician office
103 - Summa Psychiatry Associates
95 Arch StSuite 260AkronOH44304Physician office
104 - Summa Health Medical Group
95 Arch StSuite 300AkronOH44304Physician office
105 - Summa Health Medical Group
95 Arch StSuite 350AkronOH44304Physician office
106 - Summa Health Medical Group
AES Building 388 South Main SuiteAkronOH44311Physician office201

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 RehabState 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

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

Recipient Table RecipientTable (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN HEART ASSOCIATION
3505 EMBASSY PARKWAY STE 100AKRONOH44333135613797501(C)(3)$37,500Prevention, Wellness, Access to Care and Health Disparities, RESEARCH AND EDUCATION
Summit County
550 East Market StAKRONOH44304341807135Governmental$8,000HEALTH EQUITY
THE UNIVERSITY OF AKRON
302 BUCHTEL COMMONAKRONOH44301346002924Governmental$6,000EDUCATIONAL
SUSAN G KOMEN FOR THE CURE
26210 EMERY ROADCLEVELANDOH44128751835298501(C)(3)$20,000Prevention, Wellness, Access to Care and Health Disparities, CANCER WELLNESS SUPPORT
AKRON COMMUNITY FOUNDATION
345 WEST CEDAR STREETAKRONOH44307341087615501(C)(3)$8,000Prevention, Wellness and Health Disparities
STEWARTS CARING PLACE
2955 WEST MARKET STREETAKRONOH44333200181338501(C)(3)$10,000Prevention, Wellness, Access to Care and Health Disparities
AMERICAN CANCER SOCIETY
525 NORTH BROAD STREETCANFIELDOH44406251798733501(C)(3)$10,000PREVENTION, WELLNESS, ACCESS TO CARE, HEALTH DISPARITIES AND CANCER RESEARCH
YMCA of Akron
50 SOUTH MAIN STREET STE LL 100AKRONOH44308340714727501(C)(3)$130,000Prevention, Wellness and Health Disparities
AKRON URBAN LEAGUE
440 VERNON ODOM BOULEVARDAKRONOH44307340714520501(C)(3)$10,000Prevention, Wellness, Access to Care and Health Disparities
HABITAT FOR HUMANITY
2301 ROMIG ROADAKRONOH44320341518873501(C)(3)$9,750Prevention, Wellness and Health Disparities
FieldValueIRS element (for citing)
Total501c3 Org10Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationThe procedures for monitoring the use of grant funds is based on the criteria established prior to awarding the grant or assistance. Once the criteria is met a payment will be made to the organization utilizing the funds.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
T Clifford Deveny MD
CEO SHS, Director SHS & SF$0$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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aTax 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 3Arrangements used to establish the top management official's compensation: The compensation of the President and CEO is established by Summa Health, the related parent organization for all members in the Summa Health System group return. Summa Health has a compensation committee that uses an independent compensation consultant, market surveys, and an annual review process to establish compensation for the position of president and CEO.
Part I, Line 4bPart 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 7Non-fixed payments: The Summa Health System management incentive program is designed to reward employees for meeting quality, performance and financial targets. These targets include clinical quality, patient satisfaction, employee/physician satisfaction, operating margin, and the strengthening of the balance sheet. Payment is based on a factor of base compensation and is subject to review and approval by Summa's compensation committee.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Ohio Higher Educational Facility Commission
A34684967467756AY892010-05-11$180,125,341See Part VIYes (1)00
Akron Bath and Copley Jt Twp Hosp Dist
B3414486802012-07-25$32,509,635see Part VI000
See Schedule K Part VI
C3414486802014-10-02$145,250,000see Part VI000
Akron Bath and Copley Jt Twp Hosp Dist
D341448680009730NX62016-12-16$204,934,207see Part VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtCredit EnhancementCreditEnhancementAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtOther Spent ProceedsOtherSpentProceedsAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmt
A$24,495,000$180,162,106$17,210,123$3,004,911$4,929,857$154,030,7312012Yes (1)0Yes (1)Yes (1)
B$32,509,6352012Yes (1)0Yes (1)Yes (1)$19,050,927$32,509,635
C$145,250,000$795,8902008Yes (1)0Yes (1)Yes (1)$57,295,000$144,454,110
D$205,384,474$1,874,244$100,525,3422019Yes (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 ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenInd
A0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.011000.002000.0130000Yes (1)
C0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.035000.005000.0400000Yes (1)
D0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.006000.001000.007000Yes (1)Yes (1)0.05800Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line2GICProviderName/BusinessNameLine2TxtTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
Morgan Stanley &
A000Yes (1)00Yes (1)Company2.200000000000Yes (1)0Yes (1)
RBS Citizens Bank
B00Yes (1)0Yes (1)Yes (1)00Yes (1)12.00000000000000
See Schedule K VI
C00Yes (1)0Yes (1)Yes (1)00Yes (1)20.00000000000000
See Schedule K VI
D0Yes (1)0000Yes (1)1.000000000000Yes (1)0Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (19 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Date Rebate Computation PerformedIssuer Name: Ohio Higher Educational Facility Commission Date the Rebate Computation was Performed: 05/11/2013
Schedule KAkron, 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 3Total 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 4Total 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 3Total 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 7Issuance 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 8aSale of Bond-Financed Property: Summa elected to use the alternative use of disposition proceeds under Regulations Section 1.141-12. An IRS Form 8038 was filed in connection with that remedial action and, accordingly, Summa has reported that remedial action as a reissued bond for purposes of Schedule K.
Schedule K, Part IV, Column C, Line 4bName 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 4cTerm 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 2cRebate Calculation: The calculation for computing no rebate due was performed on 05/08/2018.
SCHEDULE K, PART IV, COLUMN A, LINE 5BName 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 BAkron, 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 3Akron, 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Akron Bath and Copley Jt Twp Hosp Dist
A3414486802017-12-22$140,000,000see Part VI000
Akron Bath and Copley Jt Twp Hosp Dist
B3414486802018-05-15$16,252,805see Part VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtCapitalized InterestCapitalizedInterestAmtCapital ExpendituresCapitalExpendituresAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$142,450,805$545,000$141,723,005$18,1942019000Yes (1)
B$16,252,805$16,252,8052019000Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.003000.000000.0030000Yes (1)
B00Yes (1)Yes (1)00.003000.000000.0030000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line2GICProviderName/BusinessNameLine2TxtTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
Natixis Funding
A0Yes (1)00Yes (1)0Yes (1)Corp1.100000000000Yes (1)0Yes (1)
(no name)
B0Yes (1)000000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part V, Line 2a and 2bThe parent organization, Summa Health, EIN 34-1887844, is the employer of record for employees working for Group Return entities.
Form 990, Part VI, Section A, line 1Lines 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 2Family/Business relationships amongst interested persons: Summa Health System: The following individuals have a business relationship as board members of an entity in which Summa Health System has an ownership interest: 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 6Classes of members or stockholders: Summa Health System: Summa Health is the sole member of Summa Health System. Summa Foundation: Summa Health is the sole member of Summa Foundation Summa Physicians, Inc. dba Summa Health Medical Group: Summa Physicians, Inc. has stockholders; the stock is held in trust for the benefit of Summa Health.
Form 990, Part VI, Section A, line 7aMembers or stockholders electing members of governing body: Summa Health System: The Code of Regulations of Summa Health System provides that those Directors of Summa Health, the sole member of Summa Health System, would be the Directors of Summa Health System. Summa Foundation: In addition to directors elected by the Summa Health Board as the sole member of Summa Foundation, the President and CEO of Summa Health, the 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 7bDecisions Requiring Approval by members or stockholders: Summa Health System: Summa Health is the sole member of Summa Health System. As the sole member, Summa Health has the power and authority to approve or disapprove of each of the following on behalf of Summa Health System: (i)Any modification of the essential nature, purpose, mission or operations of the Corporation; (ii)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 11bReview of Form 990 by governing body: The return was reviewed in detail by a committee consisting of internal legal counsel, financial management, and an external tax advisor. The review committee included the Senior Vice President, Finance & CFO and the Senior Vice President, Legal Services & General Counsel. This detailed review occurred 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 12cConflict of interest policy: A conflict of interest questionnaire is sent annually to all Summa Health entities' boards of directors, key employees, senior managers, medical directors, administrative directors, executive directors, department heads, managers, supervisors, and members of purchasing committees for completion. Responses are individually reviewed for determination of potential conflicts. Those responses deemed to present potential conflicts are then presented to the governance committee (sub-committee of the Summa Health board of directors). The governance committee reviews each response that presents a potential conflict and determines whether additional action is required to eliminate or mitigate the potential conflict. This annual conflict of interest questionnaire process is managed by the corporate compliance department pursuant to the Summa Health policy on conflict of interest as approved by the Summa Health Board of Directors. In addition to the annual conflict of interest questionnaire, the conflict of interest policy imposes a duty to disclose conflicting interests on an ongoing basis.
Form 990, Part VI, Section B, line 15Process to establish compensation of top management official and other employees: Compensation review is delegated to Summa Health, which shares a common Board with members of the Group. Executive Compensation: The Compensation Committee of the Summa Health Board of Directors meets at least twice each year to review and approve base compensation and total remuneration for executive staff. Each voting member of the Compensation Committee is an independent director and is not affiliated with management. The Compensation Committee engages outside consulting support to provide independent market data, advice and counsel to the Compensation Committee. The Compensation Committee has used Korn Ferry, a nationally recognized consulting firm, to assist their efforts. Korn Ferry provides the following services to the Compensation Committee: (a) education of Committee members regarding executive compensation trends and best practices in healthcare organizations; (b) assessment of the market competitiveness and reasonableness of Summa's executive compensation programs including base salary, incentive compensation, core and executive benefits, as well as their alignment with the mission and future performance expectations; (c) written, detailed evaluation of the market reasonableness of Summa's executive compensation and benefits program; and (d) ongoing support and independent advice to the Compensation Committee on matters related to executive compensation. The Compensation Committee contemporaneously documents its deliberations and decisions regarding compensation arrangements for each position listed below. Each year the Compensation Committee reviews and approves the compensation for the following positions: Summa Health: President & CEO Senior Vice President, Finance & CFO Senior Vice President, 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 19Required documents available to the public: Summa Health makes its Conflicts of Interest policy available upon request. The Articles of Incorporation of Summa Health and its related entities are available on the website of the Ohio Secretary of State (www.sos.state.oh.us). Summa Health makes its financial statements available on its website (www.summahealth.org). The financial statements are also available through the Electronic Municipal Market Access (www.emma.msrb.org) and on Summa's website (www.summahealth.org).
Form 990, Part VII, Section B, Line 1Beginning with the 2014 tax year all independent contractors were paid by Summa Health (EIN 34-1887844) which is the parent organization of the filing organization.
Form 990, Part XI, line 9:Pension Liability Adjustment -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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
St Thomas Medical Center Women's Board
444 North Main StreetAkronOH44310346576575Support OrganizationOH501(c)(3)Line 12a, ISumma Health System0
Summa Health System Community
1077 Gorge Blvd PO Box 2090AkronOH443092090463018310Support OrganizationOH501(c)(3)Line 12b, IIYes (1)N/A

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
Summa Rehab Hospital LLC
29 North Adams StreetAkronOH44304271952573Rehab HospitalOHsumma Health SystemRelated$14,020,760$3,163,680000.52000
SUMMA HHAH HOLDINGS LLC
C/O 1077 GORGE BLVDAkronOH44310823600079HOME HEALTH AND HOSPICEOHSumma Health SystemRELATED$25,467,000$6,185,400000.60000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPct
Ohio Health Choice Inc
1077 Gorge BlvdAkronOH443092090341895396PPOOHSumma Health System CorpC0
Summa Insurance Company Inc
1200 E Market St 400AkronOH44305341809108Prop/Cas InsOHSUMMACARE INCC0
Summa Health System Corp
1077 Gorge BlvdAkronOH443092090341515252Mgmt SvcsOHSumma HealthC0
Wadsworth Rittman Hos Prof Svc Corp
195 Wadsworth RdWadsworthOH44281010842997Prof Med SvcsOHSumma Health System CorpC0
Middlebury Assurance Company
980405096Self InsuranceSumma HealthC0PO Box 1051 KY1-1102Grand CaymanCJCJ
Summacare Inc
1200 E Market St 400AkronOH44305341726655Prop/Cas InsOHSUMMA HEALTH SYSTEM CORPC0
Aris Teleradiology Holdings Inc
5655 Hudson Drive Suite 210HudsonOH44236453697866Radiology SvcOHSumma Health SystemCYes (1)$26,215,221$12,703,5030.58800
Summa Accountable Care Organization
1077 Gorge BlvdAkronOH443092090273857055ContractingOHSumma HealthC0
Health Care Centers Physicians Inc
1900 23rd StreetCuyahoga FallsOH44223341692767InactiveOHSumma Health System CorpC0
Summa Management Services Organization
1200 E Market St 400AkronOH44305461145832Mgmt SvcsOHSumma Health System CorpC0
Summa Integrated Services Organization
1200 E Market St 400AkronOH44305461159251Mgmt SvcsOHSumma Health System CorpC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (10 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Summa Rehab Hospital LLC
A$2,576,486FMV
SUMMACARE INC
L$47,971,929FMV
SUMMACARE INC
L$9,002,586FMV
SUMMA INSURANCE COMPANY INC
L$16,570,324FMV
SUMMA INSURANCE COMPANY INC
L$1,585,827FMV
SUMMACARE INC
L$523,754FMV
Summa Rehab Hospital LLC
L$523,898FMV
Middlebury Assurance Company
M$7,016,116FMV
Middlebury Assurance Company
M$2,946,710FMV
Summa Integrated Services Organization
M$1,911,259FMV