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SUMMA HEALTH GROUP RETURN: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SUMMA HEALTH GROUP RETURN (EIN 90-0640432)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-12
IRS object ID
201803169349302155
Schema version
2017v2.3
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)
Return2018-11-12T11:50:37-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 S WACKER DRIVE STE 800AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

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 BLVD PO BOX 2090AddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP443092090ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEITH COLEMANPersonNm
Person TitleSR VP, CFO, TREASPersonTitleTxt
Phone2343125867PhoneNum
Signature2018-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonZACK FORTSCHPreparerPersonNm
PTINP00052725PTIN
Phone3126343400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.171.131.187IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-07IPDt
IP Tm10:50:12IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD6D028B83EC7BAE48696A0FE418AC7215527A94EAtSubmissionCreationDeviceId
At Submission Filing Device Id354853D176645FF21C21F7ED33B55DFC3B3529D0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerT CLIFFORD DEVENY MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11077 GORGE BLVD PO BOX 2090AddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP443092090ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,029,067,159GrossReceiptsAmt
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 Body41VotingMembersGoverningBodyCnt
Voting Members Independent34VotingMembersIndependentCnt
Total Employee7595TotalEmployeeCnt
Total Volunteers1722TotalVolunteersCnt
Total Gross UBI$7,779,226TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$726,334NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,449,196PYContributionsGrantsAmt
CY Contributions Grants$1,017,693CYContributionsGrantsAmt
PY Program Service Revenue$989,432,983PYProgramServiceRevenueAmt
CY Program Service Revenue$980,455,645CYProgramServiceRevenueAmt
PY Investment Income$4,807,420PYInvestmentIncomeAmt
CY Investment Income$8,423,490CYInvestmentIncomeAmt
PY Other Revenue$17,836,327PYOtherRevenueAmt
CY Other Revenue$11,330,107CYOtherRevenueAmt
PY Total Revenue$1,014,525,926PYTotalRevenueAmt
CY Total Revenue$1,001,226,935CYTotalRevenueAmt
PY Grants And Similar Paid$246,200PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$151,500CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$456,353,797PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$472,335,028CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,730,993CYTotalFundraisingExpenseAmt
PY Other Expenses$535,589,343PYOtherExpensesAmt
CY Other Expenses$554,008,926CYOtherExpensesAmt
PY Total Expenses$992,189,340PYTotalExpensesAmt
CY Total Expenses$1,026,495,454CYTotalExpensesAmt
PY Revenues Less Expenses$22,336,586PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$25,268,519CYRevenuesLessExpensesAmt
Total Assets BOY$1,171,917,505TotalAssetsBOYAmt
Total Assets EOY$1,304,834,315TotalAssetsEOYAmt
Total Liabilities BOY$788,953,590TotalLiabilitiesBOYAmt
Total Liabilities EOY$949,419,049TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$382,963,915NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$355,415,266NetAssetsOrFundBalancesEOYAmt
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$464,895,830ExpenseAmt
Revenue$540,660,386RevenueAmt
DescOUTPATIENT SERVICES FOR 2017: SUMMA HEALTH SYSTEM, AND SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP, PROVIDED MORE THAN 1.6 MILLION OCCASIONS OF SERVICE, INCLUDING 160,234 EMERGENCY DEPARTMENT VISITS, 13,247 OBSERVATION PATIENTS, 13,805 SURGICAL OPERATIONS, AND MORE THAN 1.4 MILLION OTHER OUTPATIENT VISITS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$315,625,317ExpenseAmt
Revenue$367,063,102RevenueAmt
DescINPATIENT SERVICES FOR 2017: SUMMA HEALTH SYSTEM HAD APPROXIMATELY 625 BEDS IN SERVICE, ADMITTED 31,433 ADULT PATIENTS, AND DELIVERED 3,834 NEWBORNS. THE ADULT PATIENTS RECEIVED 142,210 DAYS OF CARE, INPATIENT SURGERIES TOTALED 6,520, EMERGENCY ADMISSIONS TOTALED 21,316 AND THE AVERAGE LENGTH OF STAY WAS 4.52 DAYS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$43,411,911ExpenseAmt
Revenue$11,437,652RevenueAmt
DescRESEARCH/EDUCATION FOR 2017: 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, APPROXIMATLY 256 MEDICAL SCHOOL GRADUATES TRAIN IN 19 ACCREDITED RESIDENCY PROGRAMS. SUMMA HEALTH PROVIDES CLINICAL LEARNING EXPERIENCES TO MORE THAN 1,975 NURSING AND ALLIED HEALTH STUDENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

DescDescExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmt
PART III LINE 4D - OTHER PROGRAM SERVICES: SUMMA HEALTH IS AN INTEGRATED HEALTHCARE DELIVERY SYSTEM THAT PROVIDES COORDINATED, VALUE-BASED CARE ACROSS THE CONTINUUM FOR THE PEOPLE AND POPULATIONS WE SERVE. WE HOLD OURSELVES CLINICALLY AND FINANCIALLY ACCOUNTABLE FOR HEALTH OUTCOMES IN OUR COMMUNITIES.SUMMA HEALTH SERVES HUNDREDS OF THOUSANDS OF PATIENTS EACH YEAR IN COMPREHENSIVE EMERGENCY, ACUTE, CRITICAL, OUTPATIENT AND LONG-TERM/HOMECARE SETTINGS AND REPRESENTS MORE THAN 1,300 REGISTERED, INPATIENT BEDS ON THE CAMPUSES OF SUMMA HEALTH SYSTEM, SUMMA REHAB HOSPITAL, AND SUMMA WESTERN RESERVE HOSPITAL. IN ADDITION, OUTPATIENT CARE IS PROVIDED IN NEARLY 20 COMMUNITY HEALTH CENTERS AND EMERGENCY DEPARTMENTS (EDS), SOME INTEGRATED IN THE HEALTHCARE FACILITIES, OTHERS ARE FREE-STANDING. SUMMA REHAB HOSPITAL AND SUMMA WESTERN RESERVE HOSPITAL ARE JOINT VENTURES IN WHICH SUMMA HEALTH SYSTEM HAS AN INTEREST, AND ARE REFERENCED IN THIS DOCUMENT FOR THE PURPOSE OF IDENTIFYING ALL ENTITIES AFFILIATED WITH SUMMA HEALTH. SUMMA'S PROPORTIONATE INTEREST OF THESE JOINT VENTURES' CHARITY CARE AND OTHER COMMUNITY BENEFITS ARE 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 SERVICESPREMIER HEALTHCARE ALLIANCEOHIO PATIENT SAFETY INSTITUTEUS NEWS AND WORLD REPORTAMERICAN COLLEGE OF RADIATIONNURSES IMPROVING CARE FOR HEALTHSYSTEM ELDERSAMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERYMETABOLIC AND BARIATRIC SURGERY ACCREDITATION AND QUALITY IMPROVEMENT PROGRAM- COMPREHENSIVE CENTERTHE JOINT COMMISSIONBABY-FRIENDLY 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 SYTSEM HAS 1,045 REGISTERED BEDS. THE BUILDINGS AND FACILITIES ON ALL CAMPUSES TOTAL APPROXIMATELY 2.2 MILLION SQUARE FEET.SUMMA HEALTH SYSTEM- AKRON CAMPUS OFFERS GENERAL MEDICAL, SURGICAL, OBSTETRICAL, TRAUMA AND CRITICAL CARE SERVICES. THE AKRON CAMPUS PROVIDES ACUTE CARE SERVICES AND A WIDE RANGE OF OUTPATIENT SERVICES ON A CAMPUS OF APPROXIMATELY 60 ACRES. SUMMA HEALTH SYSTEM- ST. THOMAS CAMPUS PROVIDES VARIOUS DIAGNOSTIC SERVICES ALONG WITH BEHAVIORAL HEALTH AND SUBSTANCE ABUSE CARE. SUMMA HEALTH SYSTEM- ST. THOMAS CAMPUS WAS ONE OF THE FIRST IN THE COUNTRY TO RECOGNIZE THE MEDICAL ASPECTS OF ALCOHOLISM AS A DISEASE AND IS THE FOUNDING LOCATION OF ALCOHOLICS ANONYMOUS. THE HOSPITAL OPENED THE NATION'S FIRST ALCOHOLISM TREATMENT WARD AND CONTINUES ITS LONGSTANDING DEDICATION TO THIS PROGRAM TODAY.AS A LEADER IN MEDICAL EDUCATION, SUMMA HEALTH SYSTEM SUPPORTS THE EDUCATION OF ITS PHYSICIANS AND HEALTHCARE PROFESSIONALS. THE AKRON AND ST. THOMAS CAMPUSES ARE TEACHING AFFILIATES OF THE NORTHEAST OHIO MEDICAL UNIVERSITY (NEOMED) AND INCLUDE A STAFF OF PHYSICIANS AND ACCREDITED RESIDENCY AND FELLOWSHIP PROGRAMS THAT FOSTER A DYNAMIC MEDICAL ENVIRONMENT. APPROXIMATELY 90 RESIDENTS AND FELLOWS GRADUATE FROM THE AKRON CAMPUS'S MEDICAL EDUCATION PROGRAMS EACH YEAR. THE BARBERTON CAMPUS HAS A FAMILY PRACTICE RESIDENCY PROGRAM AFFILIATED WITH NEOMED ALONG WITH PROVIDING EDUCATIONAL ROTATIONS FOR MEDICAL STUDENTS.SUMMA HEALTH SYSTEM- BARBERTON CAMPUSSUMMA HEALTH SYSTEM- BARBERTON CAMPUS IS A 500,000 SQUARE FOOT ACUTE CARE TEACHING HOSPITAL LOCATED ON NEARLY 16 ACRES, LOCATED APPROXIMATELY 10 MILES SOUTHWEST OF AKRON, OHIO. THE HOSPITAL HAS 251 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 2017, SUMMA HEALTH PROVIDED CHARITY CARE AT AN ESTIMATED NET COST OF OVER $13.2 MILLION. THIS AMOUNT REPRESENTS THE NET COST ASSOCIATED WITH PROVIDING THE CARE AND DOES NOT INCLUDE BAD DEBT. PATIENTS WITH INCOME UP TO 200% 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 200% AND 400% OF THE FEDERAL POVERTY INCOME GUIDELINES. IN 2017, THE CHARITY CARE PROGRAM (INCLUDING HOSPITAL CARE ASSURANCE PROGRAM) BENEFITED APPROXIMATELY 17,900 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 2017, THE COST FOR PROVIDING CARE WRITTEN OFF AS A BAD DEBT EXPENSE WAS APPROXIMATELY $15.4 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 2017, SUMMA HEALTH PROVIDED MORE THAN $8.1 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 - CLINICIAL SERVICES THAT MEET AN IDENTIFIED COMMUNITY NEED AND ARE PROVIDED DESPITE FINANCIAL LOSS. VITAL SERVICES SUCH AS THE CENTER FOR SENIOR HEALTH, CARE CENTER FOR PATIENTS WITH HIV OR AIDS, AND DIABETES EDUCATION ARE OFFERED, EVEN THOUGH THEY ARE NOT PROFITABLE. INCOME FROM OTHER SERVICES IS USED TO COVER THESE COSTS. IN 2017, THE COST FOR SUBSIDIZED SERVICES WAS APPROXIMATELY $28.6 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 THE LOCAL CHAPTERS OF NATIONAL GROUPS SUCH AS UNITED WAY, THE AMERICAN HEART ASSOCIATION AND THE AMERICAN CANCER SOCIETY, TO AXESSPOINTE COMMUNITY HEALTH CENTER SUMMA HEALTH PARTICIPATES IN NUMEROUS COMMUNITY PROGRAMS AND HELPS OTHER NONPROFITS FULFILL THEIR MISSIONS. IN 2017, THESE CONTRIBUTIONS WERE MORE THAN $1.3 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 SPECIALITIES 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 $7.1 MILLION IN RESEARCH IN 2017. IN ADDITION TO SUPPORT FROM SUMMA FOUNDATION, MAJOR RESEARCH PROGRAMS ARE SUPPORTED BY GRANTS FROM THE NATIONAL INSTITUTES OF HEALTH, THE DEPARTMENT OF DEFENSE AND INDUSTRY SPONSORS.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 19 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 2017, APPROXIMATELY 279 RESIDENTS AND FELLOWS TRAINED AT SUMMA HEALTH'S THREE MAIN HOSPITALS. ON AVERAGE, APPROXIMATELY 40% OF THESE RESIDENTS REMAIN IN OUR LOCAL AND SURROUNDING COMMUNITIES. SUMMA HEALTH'S 2017 INVESTMENT IN HEALTH PROFESSIONAL EDUCATION TOTALED APPROXIMATELY $28.3 MILLION.
SUMMA HEALTH SERVICES:FOLLOWING IS A DESCRIPTION OF SUMMA HEALTH'S NOTABLE ACCOMPLISHMENTS BY PRIMARY SERVICE LINES IN 2017: BARIATRIC CARE- 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 WHICH ARE DEEMED FAVORABLE BY THE ASMBS, AN ORGANIZATION DEDICATED TO EXCELLENCE IN SURGICAL OUTCOMES. CARDIOVASCULAR: PROVIDING FURTHER EVIDENCE OF THE HIGH-QUALITY HEART CARE THEY CONSISTENTLY DELIVER, THE SUMMA HEALTH HEART AND VASCULAR INSTITUTE RECEIVED THREE NEW ACCREDITATIONS FROM THE AMERICAN COLLEGE OF CARDIOLOGY (ACC):*SUMMA HEALTH SYSTEM - AKRON CAMPUS HAS BEEN NAMED AN ACCREDITED CHEST PAIN CENTER WITH PRIMARY PCI ACCREDITATION*SUMMA AKRON CAMPUS ALSO RECEIVED HEART FAILURE ACCREDITATION FROM THE ACC*SUMMA HEALTH SYSTEM - BARBERTON CAMPUS WAS NAMED AN ACCREDITED CHEST PAIN CENTERTHE ACC'S ACCREDITATION PROCESS HELPS ORGANIZATIONS INTEGRATE EVIDENCE-BASED SCIENCE, QUALITY INITIATIVES AND CLINICAL BEST PRACTICES INTO THEIR CARDIOVASCULAR CARE PRACTICES FOR HEART ATTACK, HEART FAILURE AND ATRIAL FIBRILLATION PATIENTS.SUMMA HEALTH SYSTEM EARNED THE AMERICAN HEART ASSOCIATION (AHA) DESIGNATION AS A MISSION: LIFELINE HEART ATTACK RECEIVING CENTER.THE (AHA)/AMERICAN STROKE ASSOCIATION RECOGNIZED SUMMA HEALTH SYSTEM- AKRON CAMPUS AS A GOLD PLUS ACHIEVEMENT HOSPITAL FOR SUCCESSFULLY IMPLEMENTING A HIGHER STANDARD OF CARE FOR HEART FAILURE PATIENTS THROUGH THE GET WITH THE GUIDELINES -HEART FAILURE QUALITY IMPROVEMENT PROGRAM.NEUROSCIENCE - SUMMA HEALTH SYSTEM- AKRON CAMPUS HAS BEEN CERTIFIED AS AN ADVANCED PRIMARY STROKE CENTER BY THE JOINT COMMISSION SINCE 2007. OUR STROKE CENTER WAS RECOGNIZED NATIONALLY TO RECEIVE THE AMERICAN HEART ASSOCIATION AND AMERICAN STROKE ASSOCIATION'S GET WITH THE GUIDELINES STROKE GOLD PLUS QUALITY ACHIEVEMENT AWARD SINCE 2009. IN 2017, OUR AKRON CAMPUS'S DOOR-TO-DRUG TIME WAS 11 MINUTES FASTER THAN THE NATIONAL GOAL OF 60 MINUTES.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 SEVEN PERCENT OF HOSPITALS IN THE COUNTRY. ONCOLOGY:THE AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER (COC) AWARDED A FULL, THREE-YEAR ACCREDITATION WITH COMMENDATION (GOLD LEVEL STATUS) TO THE SUMMA HEALTH CANCER CENTER, INCLUDING THE SUMMA HEALTH JEAN AND MILTON COOPER PAVILION AT SUMMA HEALTH SYSTEM- AKRON CAMPUS, SUMMA HEALTH PARKVIEW PAVILION AT SUMMA HEALTH SYSTEM- BARBERTON CAMPUS AND SUMMA HEALTH MEDINA MEDICAL CENTER. COC ACCREDITATION IS THE HALLMARK OF EXCELLENCE AND ENSURES THAT QUALITY STANDARDS ARE CONSISTENTLY MET AND/OR EXCEEDED BY CANCER CARE CENTERS ACROSS THE COUNTRY. AKRON CAMPUS WAS GRANTED A THREE-YEAR/FULL ACCREDITATION DESIGNATION BY THE NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS (NAPBC), A PROGRAM ADMINISTERED BY THE AMERICAN COLLEGE OF SURGEONS.SUMMA HEALTH LUNG IMAGING CENTER WAS NAMED A SCREENING CENTER OF EXCELLENCE BY THE LUNG CANCER ALLIANCE FOR THE ONGOING COMMITMENT TO RESPONSIBLE LUNG CANCER SCREENING.WOMEN'S SERVICES:SUMMA HEALTH RECEIVED A MONETARY AWARD FROM AMERICAN EXCESS INSURANCE EXCHANGE (AEIX) FOR THE CENTERING PREGNANCY FOR THE OPIATE ADDICTED PREGNANT WOMAN INITIATIVE TAKING PLACE WITHIN THE HOSPITAL SYSTEM. THE CENTERING GROUP CARE (CGC) PROGRAM AT SUMMA HEALTH OFFERS AN APPOINTMENT OPTION FOR WOMEN, WITH DEDICATED CLASSES FOR PREGNANT WOMEN BATTLING ADDICTION. THIS HIGH-RISK GROUP VISIT MODEL ASSISTS OPIATE-ADDICTED PREGNANT WOMEN TO ENSURE A HEALTHY BABY AND REDUCE THE ADMISSIONS AND LENGTH OF STAY IN THE NEONATAL INTENSIVE CARE UNIT (NICU).THE SUMMA HEALTH WOMEN'S IMAGING AND TESTING AND SUMMA HEALTH MEDICAL GROUP - MATERNAL-FETAL MEDICINE HAVE BEEN GRANTED ACCREDITATION FROM THE AMERICAN INSTITUTE OF ULTRASOUND MEDICINE FOR ADJUNCT COMPETENCY IN 3D, ADJUNCT DETAILED FETAL ANATOMIC US, DETAILED ANATOMY ULTRASOUNDS, GYNECOLOGIC AND OBSTETRICS FOR THE FIRST, SECOND AND THIRD TRIMESTERS.SYSTEM: FOR THE 13TH 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 NAMED ONE OF "HEALTHCARE'S MOST WIRED ORGANIZATIONS BY HOSPITALS & HEALTH NETWORKS (H&HN) FOR ACHIEVEMENT IN THE USE OF HEALTHCARE IT.
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 2017, SUMMA HEALTH PROVIDED CHARITY CARE TO THE INDIGENT (INCLUDING UNREIMBURSED MEDICAID) AT THE COST OF APPROXIMATELY $33 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 AND PHYSICIAN PRACTICES. IN TOTAL, SUMMA HEALTH MEDICAL GROUP EMPLOYS NEARLY 300 PHYSICIANS AND MORE THAN 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 2017, SUMMA HEALTH MEDICAL GROUP CONTINUED ITS DEVELOPMENT OF PRIMARY CARE PODS AND THE MEDICAL HOME MODEL OF CARE, TO FURTHER ENHANCE THE FOCUSED PATIENT 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 2017 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 DEPARTMENTSTO BEST POSITION SUMMA EDUCATION, RESEARCH AND CLINICAL INNOVATION PRIORITIES WITH PUBLIC SECTOR FUNDING OPPORTUNITIES.$47,300,101$151,500$55,008,648
FieldValueIRS element (for citing)
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Total Other Prog Srvc Grant$151,500TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$55,008,648TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$871,233,159TotalProgramServiceExpensesAmt
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Lobbying ActivitiesYes (1)LobbyingActivitiesInd
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Conservation Easements0ConservationEasementsInd
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Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
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Foreign Office0ForeignOfficeInd
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More Than5000 K To Org0MoreThan5000KToOrgInd
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Disregarded EntityYes (1)DisregardedEntityInd
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IRP Document0IRPDocumentCnt
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Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members41GoverningBodyVotingMembersCnt
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Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
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Officer Mailing Address0OfficerMailingAddressInd
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Books In Care Of Detail BooksInCareOfDetail

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FieldValueIRS element (for citing)
Business Name Line1KEITH COLEMANBusinessNameLine1Txt
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Phone3309968460PhoneNum

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FieldValueIRS element (for citing)
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CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP443092090ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
NICHOLAS BROWNING
DIRECTOR SHS & SHMG2.002.00Yes (X)$0$0$0
DARYL CAMERON
DIRECTOR SHS2.002.00Yes (X)$0$0$0
STEPHEN COMUNALE
DIRECTOR SHS2.002.00Yes (X)$0$0$0
JEFFREY COPELAND
DIRECTOR SHS (START 8/17)2.002.00Yes (X)$0$0$0
ANTON DECKER
DIRECTOR SHS (START 8/17)2.002.00Yes (X)$0$0$0
BARBARA FACIANA
DIRECTOR SHS (START 3/17)2.002.00Yes (X)$0$0$0
LYNN HAMRICH MD
DIRECTOR SHS2.002.00Yes (X)$248,884$0$15,301
COSTAS KEFALAS MD
DIRECTOR SHS (START 3/17)2.002.00Yes (X)$0$0$0
JAMES KRAVEC MD
DIRECTOR SHS2.002.00Yes (X)$0$0$0
ANTHONY LOCKHART
DIRECTOR SHS2.002.00Yes (X)$0$0$0
THOMAS MALONE MD
CEO SHS, DIRECTOR SHS & SF(END 2/17)4.0046.00Yes (X)$0$2,935,557$18,925
T CLIFFORD DEVENY MD
CEO SHS, DIR. SHS & SF (START3/17), PRES.SHS 5/174.0046.00Yes (X)$0$713,195$33,324Yes (X)
PETER BITTENBENDER MD
DIR. SHS (3/17),DIR. SHMG(12/17)52.002.00Yes (X)$685,858$0$17,373
JAMES MCILVAINE
CHAIR SHS & CHAIR & DIR. SHMG4.002.00Yes (X)$0$0$0Yes (X)
ROBERT SHRODER
DIRECTOR SHS2.002.00Yes (X)$0$0$0
BRIAN SMITH
DIRECTOR SHS(END8/17)&SHMG(END12/17)2.002.00Yes (X)$0$0$0
LEILA VESPOLI
DIRECTOR SHS2.002.00Yes (X)$0$0$0
VIVIAN VON GRUENIGEN MD
DIRECTOR SHS (END 2/17)2.0048.00Yes (X)$0$852,348$18,410
SCOTT WILBER MD
DIRECTOR SHS (END 1/17)2.002.00Yes (X)$0$0$0
KEN BABBY
DIRECTOR SF2.000.00Yes (X)$0$0$0
JULIA BIANCHI
DIRECTOR SF2.000.00Yes (X)$0$0$0
KAREN BUDD PHD RN
DIRECTOR SF2.000.00Yes (X)$0$0$0
JASON BUTTERWORTH
DIRECTOR SF2.000.00Yes (X)$0$0$0
THOMAS CLARK
DIRECTOR/CHAIR SF4.000.00Yes (X)$0$0$0Yes (X)
GEORGE DAVERIO JR
DIRECTOR SF2.000.00Yes (X)$0$0$0
C GORDON EWERS
DIRECTOR SF2.000.00Yes (X)$0$0$0
PHYLIS FERRARA
PRESIDENT & CDO, SF50.000.00Yes (X)$501,813$0$24,630Yes (X)
SAMIR GIBARA
DIRECTOR SF2.000.00Yes (X)$0$0$0
WILLIAM GINTER
DIRECTOR SF2.000.00Yes (X)$0$0$0
MARK GOLDFARB
DIRECTOR SF2.000.00Yes (X)$0$0$0
IRIS HARVEY
DIRECTOR SF2.000.00Yes (X)$0$0$0
MARY ANN JACKSON
DIRECTOR SF2.000.00Yes (X)$0$0$0
PHILIP KAUFMANN
DIR.SHS(START 8/17),DIR.SF(END 9/17)2.000.00Yes (X)$0$0$0
ANNE KREISER
DIRECTOR SF (START 3/17)2.000.00Yes (X)$0$0$0
JEANNINE MARKS
DIRECTOR SF2.000.00Yes (X)$0$0$0
PATRICK O'NEILL
DIRECTOR SF (START 3/17)2.000.00Yes (X)$0$0$0
JONATHON PAVLOFF
DIRECTOR SF2.000.00Yes (X)$0$0$0
JULIE L PULK
DIRECTOR SF (START 3/17)2.000.00Yes (X)$0$0$0
ROBERT RICE
DIRECTOR SF (END 1/17)2.000.00Yes (X)$0$0$0
MONA SARKAR
DIRECTOR/SECTY SF (END 12/17)4.000.00Yes (X)$0$0$0Yes (X)
GEORGE STRICKLER
DIRECTOR & TREAS. SF2.000.00Yes (X)$0$0$0
PAUL TESTA
DIRECTOR SF/SECTY SF (START 12/17)4.000.00Yes (X)$0$0$0Yes (X)
R MARK WERNIG
DIRECTOR SF2.000.00Yes (X)$0$0$0
LYDIA COOK MD
PRESIDENT SHMG50.000.00$605,453$0$17,505Yes (X)
BRIAN DERRICK
SVP CFO, TR. SHS & SHMG, ASST. TR SF4.0046.00$0$1,036,428$32,836Yes (X)
ROBERT A GERBERRY
SHS SEC./SR VP G.COUNSEL,SF ASST.SEC.4.0046.00$0$618,278$11,224Yes (X)
VALERIE GIBSON RN
PRESIDENT SHS, COO (END 5/17)46.004.00$0$1,943,404$25,014Yes (X)
THOMAS P O'NEILL
VP, CFO SHS, ASSISTANT TREASURER46.004.00$0$572,063$22,863Yes (X)
DAVID CUSTODIO MD
PRESIDENT, SHS (START 5/17)50.000.00$665,216$0$33,065Yes (X)
MICHAEL HUGHES MD
PRESIDENT SUMMA BARBERTON48.002.00$0$510,565$26,835Yes (X)
MARY WARD
SR VP CNO SHS (END 12/17)46.004.00$0$656,364$10,032Yes (X)
CYNTHIA KELLEY DO
VP MED ED & CHF ACADE. OFF46.004.00$0$374,673$26,018Yes (X)
TAMMY SCARBOROUGH
PRESIDENT AMBULATORY CARE46.004.00$0$461,341$17,282Yes (X)
MATTHEW WAYNE MD
CMO SHMG50.000.00$492,280$0$17,017Yes (X)
MARK POZSGAY DO
CLINICAL PHYSICIAN - SHMG50.000.00$1,088,580$0$41,850Yes (X)
JOHN G ZOGRAFAKIS MD
CLINICAL PHYSICIAN - SHMG50.000.00$964,033$0$36,580Yes (X)
ERIC A ESPINAL MD
CLINICAL PHYSICIAN - SHMG50.000.00$971,446$0$35,670Yes (X)
HOWARD ZHANG MD
CLINICAL PHYSICIAN - SHMG50.000.00$928,918$0$5,736Yes (X)
SCOTT WEINER MD
CLINICAL PHYSICIAN - SHMG50.000.00$899,135$0$34,934Yes (X)
THOMAS STRAUSS
FORMER DIR.SF, CONSULTANT0.000.00$0$360,516$132Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$8,051,616TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$11,034,732TotReportableCompRltdOrgAmt
Total Other Compensation$522,556TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K454IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$1,017,693GovernmentGrantsAmt
Total Contributions$1,017,693TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
NET PATIENT REVENUE LESS BAD DEBT621110$908,337,015$908,115,839$221,176
PROGRAM RELATED INVESTMENTS900099$7,134,495$6,678,978$455,517
REFERENCE LAB621500$5,609,164$5,609,164
RENTAL INCOME FROM AFFILIATES900099$4,715,237$4,715,237

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$54,659,734TotalRevenueColumnAmt
Related Or Exempt Func Income$54,659,734RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$980,455,645TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$223,187TotalRevenueColumnAmt
Exclusion$223,187ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$476,396TotalRevenueColumnAmt
Exclusion$476,396ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,919,659RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$6,778,253RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$3,858,594RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,858,594TotalRevenueColumnAmt
Exclusion-$3,858,594ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$28,785,878SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$21,061,971SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,723,907SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,723,907TotalRevenueColumnAmt
Exclusion$7,723,907ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
CAFETERIA SALES722210$4,863,223$609,404$4,253,819
WELLNESS INSTITUTE621990$2,549,566$2,549,566
PURCHASING REBATES900099$2,062,045$2,062,045

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,713,867TotalRevenueColumnAmt
Unrelated Business Revenue$883,965UnrelatedBusinessRevenueAmt
Exclusion$4,829,902ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$15,188,701OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,001,226,935TotalRevenueColumnAmt
Related Or Exempt Func Income$974,169,788RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$7,779,226UnrelatedBusinessRevenueAmt
Exclusion$18,260,228ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$151,500TotalAmt
Program Services$151,500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,324,395TotalAmt
Program Services$2,789,167ProgramServicesAmt
Management And General$535,228ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$392,280,829TotalAmt
Program Services$327,580,262ProgramServicesAmt
Management And General$62,861,051ManagementAndGeneralAmt
Fundraising$1,839,516FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,335,406TotalAmt
Program Services$6,154,406ProgramServicesAmt
Management And General$1,181,000ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$43,996,144TotalAmt
Program Services$36,605,956ProgramServicesAmt
Management And General$7,024,504ManagementAndGeneralAmt
Fundraising$365,684FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$25,398,254TotalAmt
Program Services$21,309,135ProgramServicesAmt
Management And General$4,089,119ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$2,374,230TotalAmt
Program Services$1,991,979ProgramServicesAmt
Management And General$382,251ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$333,963TotalAmt
Management And General$333,963ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$39,120TotalAmt
Management And General$39,120ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$88,766,474TotalAmt
Program Services$61,744,298ProgramServicesAmt
Management And General$26,989,887ManagementAndGeneralAmt
Fundraising$32,289FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$125,121TotalAmt
Program Services$98,684ProgramServicesAmt
Management And General$18,937ManagementAndGeneralAmt
Fundraising$7,500FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,845,117TotalAmt
Program Services$9,058,816ProgramServicesAmt
Management And General$1,738,342ManagementAndGeneralAmt
Fundraising$47,959FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,439,560TotalAmt
Program Services$1,155,063ProgramServicesAmt
Management And General$221,651ManagementAndGeneralAmt
Fundraising$62,846FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$14,194,717TotalAmt
Program Services$11,909,368ProgramServicesAmt
Management And General$2,285,349ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,201,376TotalAmt
Program Services$1,003,545ProgramServicesAmt
Management And General$192,575ManagementAndGeneralAmt
Fundraising$5,256FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,090,419TotalAmt
Program Services$913,314ProgramServicesAmt
Management And General$175,260ManagementAndGeneralAmt
Fundraising$1,845FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$19,919,491TotalAmt
Program Services$16,712,453ProgramServicesAmt
Management And General$3,207,038ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$44,587,657TotalAmt
Program Services$37,409,044ProgramServicesAmt
Management And General$7,178,613ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$648,202TotalAmt
Program Services$543,841ProgramServicesAmt
Management And General$104,361ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES$157,062,629$157,062,629
MANAGEMENT FEES$144,609,969$121,327,764$23,282,205
SHMG PRACTICE SUPPORT$34,988,555$29,355,398$5,633,157
TAXES AND FRANCHISE FEE$10,994,198$9,224,132$1,770,066

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$20,788,128TotalAmt
Program Services$17,132,405ProgramServicesAmt
Management And General$3,287,625ManagementAndGeneralAmt
Fundraising$368,098FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,026,495,454TotalAmt
Program Services$871,233,159ProgramServicesAmt
Management And General$152,531,302ManagementAndGeneralAmt
Fundraising$2,730,993FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$107,155BOYAmt
EOY$97,327EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$411,735,118BOYAmt
EOY$450,469,710EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$142,106,435BOYAmt
EOY$133,829,574EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$3,492,773BOYAmt
EOY$1,618,384EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$12,500,792BOYAmt
EOY$13,364,973EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,584,082BOYAmt
EOY$6,545,644EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,234,352,516LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$814,052,585LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$405,172,934BOYAmt
EOY$420,299,931EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$70,571,814BOYAmt
EOY$177,910,668EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$12,295,574BOYAmt
EOY$10,856,164EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$39,752,531BOYAmt
EOY$26,491,165EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$64,369,557BOYAmt
EOY$61,122,035EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,171,917,505BOYAmt
EOY$1,304,834,315EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$77,708,308BOYAmt
EOY$82,100,375EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,830,076BOYAmt
EOY$2,030,250EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$474,491,066BOYAmt
EOY$605,198,987EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$234,924,140BOYAmt
EOY$260,089,437EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$788,953,590BOYAmt
EOY$949,419,049EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$382,588,725BOYAmt
EOY$355,012,743EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,389BOYAmt
EOY$8,389EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$366,801BOYAmt
EOY$394,134EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$382,963,915BOYAmt
EOY$355,415,266EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,171,917,505BOYAmt
EOY$1,304,834,315EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$25,268,519ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,077,104NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$203,026OtherChangesInNetAssetsAmt
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

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 HEATLH 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 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 SOFTWARE USED TO PREPARE THE SUMMA HEALTH GROUP RETURN DOES NOT ALLOW FOR MULTIPLE PUBLIC CHARITY STATUS. ACCORDINGLY, 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 34-219001. SUMMA FOUNDATION IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS 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 SOFTWARE USED TO PREPARE THE SUMMA HEALTH GROUP RETURN DOES NOT ALLOW FOR MULTIPLE PUBLIC CHARITY STATUS. ACCORDINGLY, THE ABOVE LISTED ORGANIZATION IS SEPARATELY DOCUMENTING ITS PUBLIC SUPPORT PERCENTAGES AGGREGATED AS FOLLOWS: PART II, SECTION A. PUBLIC SUPPORT: LINE 1 - COLUMN (A) 7,808,474, (B) 8,525,120, (C) 5,313,648, (D) 1,438,055, (E) 0, (F) 23,085,297; LINE 4 - COLUMN (A) 7,808,474, (B) 8,525,120, (C) 5,313,648, (D) 1,438,055, (E) 0, (F) 23,085,297; LINE 5 - COLUMN (F) 3,039,640; PART II, SECTION B. TOTAL SUPPORT: LINE 7 - COLUMN (A) 7,808,474, (B) 8,525,120, (C) 5,313,648, (D) 1,438,055, (E) 0, (F) 23,085,297; LINE 8 - COLUMN (A) 1,047,164 (B) 236,286, (C) 212,488, (D) 98,245, (E) 0, (F) 1,594,183 PART II, SECTION C. COMPUTATION OF PUBLIC SUPPORT PERCENTAGE: LINE 14 - PUBLIC SUPPORT PERCENTAGE FOR 2017, SCHEDULE A, PART II, LINE 14 IS 81.22% LINE 15 - PUBLIC SUPPORT PERCENTAGE FOR 2016, SCHEDULE A, PART II, LINE 15 IS 80.67% LINE 16A BOX = X
SCHEDULE A, PART IV, SECTIONS A, D, AND E: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 SOFTWARE USED TO PREPARE THE SUMMA HEALTH GROUP RETURN DOES NOT ALLOW FOR MULTIPLE PUBLIC CHARITY STATUS. ACCORDINGLY, 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: SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP(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, NO
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: SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP (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$39,120GrantsOtherOrganizationsAmt
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$39,120TotalLobbyingExpendituresAmt
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 AMERICAN HOSPITAL ASSOCIATION AND OHIO HOSPITAL ASSOCIATION ALLOCABLE TO LOBBYING ACTIVITIES.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,564,267BeginningYearBalanceAmt
Contributions$1,927,170ContributionsAmt
Investment Earnings Or Losses$474,998InvestmentEarningsOrLossesAmt
End Year Balance$19,966,435EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,730,854BeginningYearBalanceAmt
Contributions$70,706ContributionsAmt
Investment Earnings Or Losses$762,707InvestmentEarningsOrLossesAmt
End Year Balance$17,564,267EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$68,967,945OtherCostOrOtherBasisAmt
Book Value$68,967,945BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$643,634,501OtherCostOrOtherBasisAmt
Depreciation$435,007,594DepreciationAmt
Book Value$208,626,907BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,376,235OtherCostOrOtherBasisAmt
Depreciation$2,457,682DepreciationAmt
Book Value$1,918,553BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$449,901,829OtherCostOrOtherBasisAmt
Depreciation$356,636,715DepreciationAmt
Book Value$93,265,114BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$67,472,006OtherCostOrOtherBasisAmt
Depreciation$19,950,594DepreciationAmt
Book Value$47,521,412BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$420,299,931TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)

DescDescAmtAmt
LEASE ESCALATION LIABILITY$242,107
CAPITAL LEASE OBLIGATIONS$24,545,934
ASSET RETIREMENT OBLIGATION$2,724,880
INTEREST RATE SWAP$11,124,243
POST RETIREMENT BENEFITS$791,817
CONTINGENT LIABILITIES$490,083
MALPRACTICE LIABILITY$12,175,800
UNSECURED PAYABLES$203,368,029
PURCHASE OPTION LIABILITY$4,626,544
FieldValueIRS element (for citing)
Total Liability$260,089,437TotalLiabilityAmt
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 HEALTH AND MOST OF ITS SUBSIDIARIES ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE SYSTEM ALSO HAS CERTAIN SUBSIDIARIES THAT ARE TAXABLE FOR FEDERAL INCOME TAX PURPOSES. SUMMACARE ("SC"), TOGETHER WITH AFFILIATES OF SUMMA HEALTH SYSTEM CORP. ("SHSC"), FILE 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 AND 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 OF 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 WITH 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$10,053,771RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$10,053,771SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$10,053,771TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3:CENTRAL AMERICAN AND THE CARIBBEAN: ACCRUAL
SCHEDULE F, PART I, LINE 3(F)EXPENDITURES: INSURANCE PREMIUMS PAID $10,053,771

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
Percent200Yes (X)Percent200Ind
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$45,648,796TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$32,441,841DirectOffsettingRevenueAmt
Net Community Benefit Expns$13,206,955NetCommunityBenefitExpnsAmt
Total Expense0.01210TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$171,336,333TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$131,259,845DirectOffsettingRevenueAmt
Net Community Benefit Expns$40,076,488NetCommunityBenefitExpnsAmt
Total Expense0.03680TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$216,985,129TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$163,701,686DirectOffsettingRevenueAmt
Net Community Benefit Expns$53,283,443NetCommunityBenefitExpnsAmt
Total Expense0.04890TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$8,281,454TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$116,975DirectOffsettingRevenueAmt
Net Community Benefit Expns$8,164,479NetCommunityBenefitExpnsAmt
Total Expense0.00750TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$40,791,270TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$12,506,530DirectOffsettingRevenueAmt
Net Community Benefit Expns$28,284,740NetCommunityBenefitExpnsAmt
Total Expense0.02600TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$28,555,612TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$28,555,612NetCommunityBenefitExpnsAmt
Total Expense0.02620TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$7,604,356TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$503,271DirectOffsettingRevenueAmt
Net Community Benefit Expns$7,101,085NetCommunityBenefitExpnsAmt
Total Expense0.00650TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,380,438TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,380,438NetCommunityBenefitExpnsAmt
Total Expense0.00130TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$86,613,130TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$13,126,776DirectOffsettingRevenueAmt
Net Community Benefit Expns$73,486,354NetCommunityBenefitExpnsAmt
Total Expense0.06750TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$303,598,259TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$176,828,462DirectOffsettingRevenueAmt
Net Community Benefit Expns$126,769,797NetCommunityBenefitExpnsAmt
Total Expense0.11640TotalExpensePct

Economic Development EconomicDevelopmentGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$16,666TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$16,666NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$2,525TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$2,525NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Total Community Benefit Expns$8,205TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$8,205NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs4ActivitiesOrProgramsCnt
Total Community Benefit Expns$27,396TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$27,396NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$15,365,000BadDebtExpenseAmt
Reimbursed By Medicare$192,397,958ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$193,932,312CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$1,534,354MedicareSurplusOrShortfallAmt

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 (3 entries)

Primary ActivitiesPrimaryActivitiesTxtOrg Profit Or OwnershipOrgProfitOrOwnershipPctOfcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPctPhysicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct
1 SUMMA WESTERN RESERVE HOSPITAL LLC
GENERAL HOSPITAL0.400000.000000.60000
2 DIGESTIVE HEALTH CENTER LLC
DIGESTIVE DISEASE0.050000.000000.44000
3 MEDINA-SUMMIT ASC LLC
AMBULATORY SURGERY CENTER0.200000.000000.70000
FieldValueIRS element (for citing)
Hospital Facilities3HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (3 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdWebsite AddressWebsiteAddressTxtState LicenseStateLicenseNumLicensed HospitalLicensedHospitalIndGeneral Medical And SurgicalGeneralMedicalAndSurgicalIndTeaching HospitalTeachingHospitalIndResearch FacilityResearchFacilityIndEmergency Room24 HrsEmergencyRoom24HrsIndFacility Reporting GroupFacilityReportingGroupCdOtherOtherDesc
SUMMA HEALTH SYSTEM
1525 EAST MARKET STREETAKRONOH44304WWW.SUMMAHEALTH.ORG1275Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)A
SUMMA WESTERN RESERVE HOSPITAL LLC
31900 23RD STREETCUYAHOGA FALLSOH44223WWW.WESTERNRESERVEHOSPITAL.ORG1280Yes (X)Yes (X)Yes (X)Yes (X)A
SUMMA REHAB HOSPITAL LLC
429 NORTH ADAMS STREETAKRONOH44304WWW.SUMMAREHABHOSPITAL.COM1503Yes (X)Yes (X)BREHABILITATION

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (2 entries)

First 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 Medicare PrivateLookBackMedicarePrivateIndAmounts Generally BilledAmountsGenerallyBilledIndGross ChargesGrossChargesIndNo Emergency CareNoEmergencyCareIndLook Back MedicareLookBackMedicareInd
FACILITY REPORTING GROUP - A
00Yes (1)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)16Yes (1)Yes (1)Yes (1)Yes (1)Yes (X)SEE SUPPLEMENTAL INFORMATIONYes (X)Yes (1)17Yes (1)SEE SUPPLEMENTAL INFORMATION0Yes (1)Yes (X)200.000000000000400.000000000000Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (1)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)SEE ATTACHED SUPPLEMENTAL INFORMATIONYes (X)SEE ATTACHED SUPPLEMENTAL INFORMATIONYes (X)SEE ATTACHED SUPPLEMENTAL INFORMATIONYes (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
FACILITY REPORTING GROUP - B
00Yes (1)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)16Yes (1)Yes (1)Yes (1)Yes (1)Yes (X)SEE SUPPLEMENTAL INFORMATIONYes (X)Yes (1)17Yes (1)SEE SUPPLEMENTAL INFORMATION0Yes (1)Yes (X)200.000000000000400.000000000000Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (1)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)SEE ATTACHED SUPPLEMENTAL INFORMATIONYes (X)SEE ATTACHED SUPPLEMENTAL INFORMATIONYes (X)SEE ATTACHED SUPPLEMENTAL INFORMATIONYes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (1)Yes (X)0Yes (X)000Yes (X)Yes (X)

Supplemental Information SupplementalInformationGrp (18 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V SECTION B LINE 3E FACILITY REPORTING GROUP A & BTHE 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 GROUP A & BGROUP A: HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2016GROUP B:HTTP://WWW.SUMMAREHABHOSPITAL.COM/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS/
PART V, SECTION B, LINE 10A FACILITY REPORTING GROUP A & BGROUP A:HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2016GROUP B:HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2016
PART V SECTION B LINE 16A: FACILITY REPORTING GROUP A & BGROUP A: HTTPS://WWW.SUMMAHEALTH.ORG/PATIENTVISITOR/INSURANCEANDBILLING/FINANCIALASSISTANCEGROUP B: HTTP://WWW.SUMMAREHABHOSPITAL.COM/PATIENT-RESOURCES/FINANCIAL-ASSISTANCE-POLICY/
PART V SECTION B LINE 16B FACILITY REPORTING GROUP A & BGROUP A: HTTPS://WWW.SUMMAHEALTH.ORG/PATIENTVISITOR/INSURANCEANDBILLING/FINANCIALASSISTANCEGROUP B: HTTP://WWW.SUMMAREHABHOSPITAL.COM/PATIENT-RESOURCES/FINANCIAL-ASSISTANCE-POLICY/
PART V SECTION B LINE 16C FACILITY REPORTING GROUP A & BGROUP A:HTTPS://WWW.SUMMAHEALTH.ORG/PATIENTVISITOR/INSURANCEANDBILLING/PLAINLANGUAGEFINANCIALASSISTANCEPOLICYGROUP B: HTTP://WWW.SUMMAREHABHOSPITAL.COM/INPATIENT_SERVICES/FINANCIAL_ASSISTANCE_POLICY.ASPX
PART V, SECTION BFACILITY REPORTING GROUP A
FACILITY REPORTING GROUP A CONSISTS OF:- FACILITY 1: SUMMA HEALTH SYSTEM, - FACILITY 3: SUMMA WESTERN RESERVE HOSPITAL, LLC
FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 5:INPUT FROM PERSONS WHO REPRESENT BROAD INTERESTS OF COMMUNITY SERVED:SUMMA HEALTH SYSTEM, SUMMA WESTERN RESERVE HOSPITAL, LLC (GROUP A):INTERVIEWS WERE CONDUCTED WITH COMMUNITY LEADERS IN MARCH-JUNE 2016 TO GAIN THEIR INSIGHT ON WHAT THEY THOUGHT WERE THE SIGNIFICANT HEALTH NEEDS OF CHILDREN AND ADULTS IN THEIR COMMUNITIES, THE FACTORS THAT AFFECT THOSE HEALTH NEEDS, OTHER EXISTING COMMUNITY HEALTH NEEDS ASSESSMENTS, POSSIBLE COLLABORATION OPPORTUNITIES, AND WHAT HOSPITALS CAN DO TO ADDRESS THE PRIORITIZED HEALTH NEEDS IDENTIFIED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THESE COMMUNITY LEADERS PROVIDE A PERSEPECTIVE ON THE BROAD INTERESTS OF THE GROUPS SERVED BY THE HOSPITAL FACILITY, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME PERSONS, MINORITY GROUPS, THOSE WITH CHRONIC DISEASE NEEDS, AND LEADERS FROM LOCAL PUBLIC HEALTH AGENCIES AND DEPARTMENTS WHO HAVE SPECIAL KNOWLEDGE AND EXPERTISE IN PUBLIC HEALTH.LEADERS FROM THE FOLLOWING COMMUNITY ORGANIZATIONS WERE CONSULTED DURING THIS CHNA: AKRON PUBLIC SCHOOLSBARBERTON COMMUNITY FOUNDATIONCITY OF AKRON ASSISTANT TO THE MAYOR FOR HEALTH, EDUCATION AND FAMILIESCITY OF HUDSON MAYORCITY OF NEW FRANKLIN MAYORCITY OF STOW MAYOREMERGE MINISTRIESGREATER AKRON CHAMBER OF COMMERCE PRESIDENT AND CEOHAVEN OF REST MINISTRIESHUDSON CITY SCHOOL DISTRICTINTERNATIONAL INSTITUTE OF AKRON DIRECTOR OF REFUGEE RESETTLEMENTLOVE AKRONOPEN M MINISTIRESSENATOR SHERROD BROWNSENATOR ROB PORTMANSUMMIT COUNTY ALCOHOL, DRUG ADDICTION, AND MENTAL HEALTH BOARD DIRECTORSUMMIT COUNTY EXECUTIVESUMMIT COUNTY PUBLIC HEALTH COMMISSIONERIN ADDITION TO THE INPUT FROM COMMUNITY LEADERS, FIVE COMMUNITY RESIDENT FOCUS GROUPS WERE CONDUCTED WITH COMMUNITY RESIDENTS FROM APRIL-SEPTEMBER 2016 TO GET THEIR INPUT ON WHAT THEY THROUGHT WERE THE SIGNIFICANT HEALTH NEEDS IN THEIR COMMUNITIES, THE FACTORS THAT AFFECT THOSE NEEDS, THE SOLUTIONS THEY THOUGHT WOULD SOLVE THOSE NEEDS, AND WHAT THE HOSPITALS AND OTHER COMMUNITY GROUPS COULD DO TO ADDRESS THOSE NEEDS. DUE TO THE OBSERVED INFORMATION GAP IN THE EPIDEMIOLOGIC DATA ON SUBSTANCE ABUSE ISSUES AND MENTAL HEALTH ISSUES, SEVERAL QUESTIONS WERE ASKED TO PROBE MORE DEEPLY INTO THESE ISSUES. IN ADDITION, A QUESTIONNAIRE WAS DISTRIBUTED TO FOCUS GROUP PARTICIPANTS TO GATHER DEMOGRAPHIC INFORMATION AND BASIC PERCEPTIONS OF COMMUNITY HEALTH. THE DISCUSSION GUIDE, QUESTIONNAIRE, AND PROTOCOL WERE REVIEWED AND APPROVED BY THE KENT STATE UNIVERISYT INSTITUTIONAL REVIEW BOARD. A TOTAL OF FIFTY-FOUR SUMMIT COUNTY RESIDENTS PARTICIPATED IN THE COMMUNITY RESIDENT FOCUS GROUPS. ADDITIONAL DETAIL CAN BE FOUND ON THE SUMMA HEALTH WEBSITE AT HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-ANDDIVERSITY/COMMUNITYNEEDSASSESSMENT2016.
FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 6A:CHNA CONDUCTED WITH ONE OR MORE OTHER HOSPITAL FACILITIES:SUMMA HEALTH SYSTEM, SUMMA WESTERN RESERVE HOSPITAL, LLC (GROUP A): SUMMA HEALTH CONDUCTED THE CHNA ON BEHALF OF EACH OF ITS THREE HOSPITAL FACILITIES LISTED IN PART V, SECTION A. IN ADDITION SUMMAHEALTH COLLABORATED WITH CLEVELAND CLINIC AKRON GENERAL AND AKRON CHILDREN'S HOSPITAL IN CONDUCTING THE CHNA.
FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 6B:CHNA CONDUCTED WITH ONE OR MORE ORGANIZATIONS OTHER THAN HOSPITAL FACILITIES:SUMMA HEALTH SYSTEM, SUMMA WESTERN RESERVE HOSPITAL, LLC (GROUP A):KENT STATE UNIVERSITY COLLEGE OF PUBLIC HEALTH
FACILITY REPORTING GROUP - A PART V, SECTION B, LINE 11:HOW THE HOSPITAL FACILITY IS ADDRESSING NEEDS IDENTIFIED IN ITS CHNA:SUMMA HEALTH SYSTEM, SUMMA WESTERN RESERVE HOSPITAL (GROUP A):AFTER CAREFUL ANALYSIS OF BOTH THE EPIDEMIOLOGICAL AND QUALITATIVE DATA, SUMMA HEALTH WILL ADDRESS THE ADULT HEALTH NEEDS IN FIVE PRIMARY CATEGORIES: CHRONIC DISEASE MANAGEMENT, ACCESS AND BARRIERS TO HEALTH CARE, HEALTH DISPARITIES, PREVENTIION AND WELLNESS. THE PRIORITIES ARE IN ALIGNMENT WITH CURRENT COMMUNITY HEALTH NEEDS IDENTIFIED BY THE SUMMIT COUNTY PUBLIC HEALTH 2016 COMMUNITY HEALTH ASSESSMENT AND THE OHIO DEPARTMENT OF HEALTH'S 2017-2019 STATE HEALTH IMPROVEMENT PLAN.PRIORITY HEALTH NEEDS IDENTIFIED IN THE 2016 SUMMA CHNA:PRIORITY HEALTH ISSUE, PLAN TO ADDRESSACCESS TO HEALTH CARE, YESCHRONIC DISEASE, YESENVIRONMENTAL FACTORS, NOHEALTH DISPARITIES, YESINFECTIOUS DISEASE, NOINJURY 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, ARE EMBEDDED IN EACH OBJECTIVE AND WILL BE IDENTIFIED AS P&W.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 (P&W), AND INCREASING THE NUMBER OF INDIVIDUALS WHO HAVE ACCESS TO PRIMARY CARE MEDICAL HOMES AND COMPREHENSIVE PRIMARY CARE PLUS PRACTICES THEREBY INCREASING THE OPPORTUNTIIES FOR PREVENTATIVE AND EARLY INTERVENTIONS FOR INDIVIDUALS REQUIRING PRIMARY CARE, DENTAL, AND BEHAVIORAL HEALTH PROVIDERS (P&W). 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(P&W). 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 DETERMININANTS 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 2016 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 2016 COMMUNITY HEALTH ASSESSMENT AND THE OHIO DEPARTMENT OF HEALTH'S 2017-2019 STATE HEALTH IMPROVEMENT PLAN.A DETAILED DESCRIPTION OF THE ACTIONS BEING TAKEN TO ADDRESS THE HEALTH NEEDS IDENTIFIED ABOVE CAN BE FOUND ON THE 2017-2019 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-ANDDIVERSITY/COMMUNITYNEEDSASSESSMENT2016.
PART V, SECTION BFACILITY REPORTING GROUP B
FACILITY REPORTING GROUP B CONSISTS OF:- FACILITY 4: SUMMA REHAB HOSPITAL, LLC
FACILITY REPORTING GROUP - B PART V, SECTION B, LINE 5:INPUT FROM PERSONS WHO REPRESENT BROAD INTERESTS OF COMMUNITY SERVED:SUMMA REHABILITATION HOSPITAL (GROUP B):INTERVIEWS WERE CONDUCTED WITH COMMUNITY LEADERS IN MARCH-JUNE 2016 TO GAIN THEIR INSIGHT ON WHAT THEY THOUGHT WERE THE SIGNIFICANT HEALTH NEEDS OF CHILDREN AND ADULTS IN THEIR COMMUNITIES, THE FACTORS THAT AFFECT THOSE HEALTH NEEDS, OTHER EXISTING COMMUNITY HEALTH NEEDS ASSESSMENTS, POSSIBLE COLLABORATION OPPORTUNITIES, AND WHAT HOSPITALS CAN DO TO ADDRESS THE PRIORITIZED HEALTH NEEDS IDENTIFIED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THESE COMMUNITY LEADERS PROVIDE A PERSEPECTIVE ON THE BROAD INTERESTS OF THE GROUPS SERVED BY THE HOSPITAL FACILITY, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME PERSONS, MINORITY GROUPS, THOSE WITH CHRONIC DISEASE NEEDS, AND LEADERS FROM LOCAL PUBLIC HEALTH AGENCIES AND DEPARTMENTS WHO HAVE SPECIAL KNOWLEDGE AND EXPERTISE IN PUBLIC HEALTH.LEADERS FROM THE FOLLOWING COMMUNITY ORGANIZATIONS WERE CONSULTED DURING THIS CHNA: AKRON PUBLIC SCHOOLSBARBERTON COMMUNITY FOUNDATIONCITY OF AKRON ASSISTANT TO THE MAYOR FOR HEALTH, EDUCATION AND FAMILIESCITY OF HUDSON MAYORCITY OF NEW FRANKLIN MAYORCITY OF STOW MAYOREMERGE MINISTRIESGREATER AKRON CHAMBER OF COMMERCE PRESIDENT AND CEOHAVEN OF REST MINISTRIESHUDSON CITY SCHOOL DISTRICTINTERNATIONAL INSTITUTE OF AKRON DIRECTOR OF REFUGEE RESETTLEMENTLOVE AKRONOPEN M MINISTIRESSENATOR SHERROD BROWNSENATOR ROB PORTMANSUMMIT COUNTY ALCOHOL, DRUG ADDICTION, AND MENTAL HEALTH BOARD DIRECTORSUMMIT COUNTY EXECUTIVESUMMIT COUNTY PUBLIC HEALTH COMMISSIONERIN ADDITION TO THE INPUT FROM COMMUNITY LEADERS, FIVE COMMUNITY RESIDENT FOCUS GROUPS WERE CONDUCTED WITH COMMUNITY RESIDENTS FROM APRIL-SEPTEMBER 2016 TO GET THEIR INPUT ON WHAT THEY THROUGHT WERE THE SIGNIFICANT HEALTH NEEDS IN THEIR COMMUNITIES, THE FACTORS THAT AFFECT THOSE NEEDS, THE SOLUTIONS THEY THOUGHT WOULD SOLVE THOSE NEEDS, AND WHAT THE HOSPITALS AND OTHER COMMUNITY GROUPS COULD DO TO ADDRESS THOSE NEEDS. DUE TO THE OBSERVED INFORMATION GAP IN THE EPIDEMIOLOGIC DATA ON SUBSTANCE ABUSE ISSUES AND MENTAL HEALTH ISSUES, SEVERAL QUESTIONS WERE ASKED TO PROBE MORE DEEPLY INTO THESE ISSUES. IN ADDITION, A QUESTIONNAIRE WAS DISTRIBUTED TO FOCUS GROUP PARTICIPANTS TO GATHER DEMOGRAPHIC INFORMATION AND BASIC PERCEPTIONS OF COMMUNITY HEALTH. THE DISCUSSION GUIDE, QUESTIONNAIRE, AND PROTOCOL WERE REVIEWED AND APPROVED BY THE KENT STATE UNIVERSITY INSTITUTIONAL REVIEW BOARD. A TOTAL OF FIFTY-FOUR SUMMIT COUNTY RESIDENTS PARTICIPATED IN THE COMMUNITY RESIDENT FOCUS GROUPS. ADDITIONAL DETAIL CAN BE FOUND ON THE SUMMA HEALTH WEBSITE AT HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-ANDDIVERSITY/COMMUNITYNEEDSASSESSMENT2016.
FACILITY REPORTING GROUP - B PART V, SECTION B, LINE 6A:CHNA CONDUCTED WITH ONE OR MORE OTHER HOSPITAL FACILITIES:SUMMA REHABILITATION HOSPITAL (GROUP B):SUMMA HEALTH CONDUCTED THE CHNA ON BEHALF OF EACH OF ITS THREE HOSPITAL FACILITIES LISTED IN PART V, SECTION A. IN ADDITION SUMMA HEALTH COLLABORATED WITH CLEVELAND CLINIC AKRON GENERAL, AND AKRON CHILDREN'S HOSPITAL IN CONDUCTING THE CHNA.
FACILITY REPORTING GROUP - B PART V, SECTION B, LINE 6B:CHNA CONDUCTED WITH ONE OR MORE ORGANIZATIONS OTHER THAN HOSPITAL FACILITIES:SUMMA REHABILITATION HOSPITAL (GROUP B):KENT STATE UNIVERSITY COLLEGE OF PUBLIC HEALTH
FACILITY REPORTING GROUP - B PART V, SECTION B, LINE 11:HOW THE HOSPITAL FACILITY IS ADDRESSING NEEDS IDENTIFIED IN ITS CHNA:SUMMA REHABILITATION HOSPITAL (GROUP B):DUE TO THE NATURE OF THE ADULT REHABILITATION SPECIALTY SERVICES PROVIDED BY SUMMA REHAB HOSPITAL, LLC,(" HOSPITAL") THE IDENTIFIED HEALTH NEED IN WHICH THEY HAVE THE OPPORTUNITY TO ADDRESS IN THIS IMPLEMENTATION PLAN FOR THE GREATEST IMPACT IS ACCESS. THE COMMUNITY RESOURCES PROVIDED BY A VARIETY OF INSTITUTIONS INCLUDING SUMMA AKRON CITY, ST. THOMAS HOSPITALS LED TO THE DETERMINATION BY SUMMA REHAB HOSPITAL, LLC TO NOT ADDRESS ANY OTHER IDENTIFIED HEALTH NEED. A DETAILED DESCRIPTION OF THE ACTIONS BEING TAKEN TO ADDRESS THE HEALTH NEEDS IDENTIFIED ABOVE CAN BE FOUND ON THE 2017-2019 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-ANDDIVERSITY/COMMUNITYNEEDSASSESSMENT2016. THE COMMUNITY RESOURCES PROVIDED BY A VARIETY OF INSTITUTIONS AND AGENCIES INCLUDING AKRON CHILDREN'S HOSPITAL AND SUMMA HEALTH SYSTEM, LED TO THE DETERMINATION BY SUMMA REHAB HOSPITAL, LLC TO NOT ADDRESS ANY OTHER IDENTIFIED HEALTH NEEDS.
FieldValueIRS element (for citing)
Facility35FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (35 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
1 - SUMMA HEALTH WADSWORTH-RITTMAN MEDICAL C
195 WADSWORTH ROADWADSWORTHOH44281OUTPATIENT SERVICES
2 - SUMMA HEALTH MEDINA MEDICAL CENTER
3780 MEDINA ROADMEDINAOH44256LAB, IMAGING, THERAPY, SLEEP MEDICINE, RADIATION ONCOLOGY & OUTPATIENT SURGE
3 - SUMMA HEALTH AT GREEN FAMILY YMCA
3838 MASSILLON ROADUNIONTOWNOH44685LAB, IMAGING, REHABILITATION, THERAPY AND OTHER HEALTH SERVICES.
4 - SUMMA HEALTH WHITE POND MEDICAL CENTER
1 PARK WEST BLVD STE 130AKRONOH44320LAB, IMAGING, AND OTHER SPECIALTY HEALTH PROGRAMS.
5 - SUMMA HEALTH HUDSON MEDICAL CENTER
5655 HUDSON DRIVE STE 200HUDSONOH44236LAB, IMAGING, REHABILITATION, WOUND CARE & SPORTS MEDICINE
6 - SUMMA HEALTH NEUROSCIENCE CENTER
701 WHITE POND DR STE 210AKRONOH44320NEUROLOGY SERVICES
7 - SUMMA HEALTH GREEN MEDICAL CENTER
1835 FRANKS PARKWAYUNIONTOWNOH44685LAB, IMAGING, AND OTHER SPECIALTY HEALTH PROGRAMS.
8 - SUMMA HEALTH HOME INFUSION
2743 GILCHRIST ROAD STE 200AKRONOH44305HOME CARE & INFUSION SERVICES
9 - SUMMA HEALTH CENTER AT GREEN - SLEEP LAB
1700 BOETTLER ROAD STE 215UNIONTOWNOH44685SLEEP AND NEUROLOGY SERVICES
10 - SUMMA HEALTH THERAPY AT ANNA DEAN PROFES
28 CONSERVATORY DR STE ABARBERTONOH44203OUTPATIENT REHAB AND THERAPY
11 - SUMMA HEALTH CUYAHOGA FALLS MEDICAL CENT
1860 STATE ROADCUYAHOGA FALLSOH44223LAB AND IMAGING SERVICES
12 - SUMMA HEALTH AT WADSWORTH COMMUNITY CENT
621 SCHOOL DRIVEWADSWORTHOH44281IMAGING, REHABILITATION, AND ORTHOPAEDIC SPORTS MEDICINE
13 - SUMMA HEALTH THERAPY AT SHAW JEWISH COMM
750 WHITE POND DR STE 500AKRONOH44320OCCUPATIONAL & REHAB SERVICES
14 - SUMMA HEALTH THERAPY AT TALLMADGE RECREA
46 NORTH MUNROE ROADTALLMADGEOH44278PHYSICAL THERAPY AND SPORTS HEALTH
15 - SUMMA HEALTH WELLNESS CENTER
5625 HUDSON DRIVEHUDSONOH44236MEDICAL-BASED FITNESS PROGRAMS REHABILITATION & THERAPY
16 - SUMMA HEALTH IGNATIA HALL SOUTH
3730 WHIPPLE AVE NW STE 5CANTONOH44718OUTPATIENT ADDICTION MEDICINES
17 - SUMMA HEALTH EQUITY CENTER
1493 S HAWKINS AVENUEAKRONOH44320CHRONIC DISEASE MANAGEMENT, HEALTH, NUTRITION, EXERCISE & EDUCATION SERVICES
18 - SUMMA HEALTH THERAPY AT KOHL FAMILY YMCA
477 EAST MARKET ST STE 100AKRONOH44304THERAPY, REHABILITATION, AND SPORTS MEDICINE
19 - WESTERN RESERVE HOSPITAL THERAPY AT NATA
2345 4TH STREETCUYAHOGA FALLSOH44221ORTHOPAEDIC & SPORTS THERAPY
20 - SUMMA HEALTH FAIRLAWN URGENT CARE
2875 WEST MARKET ST STE BFAIRLAWNOH44333CERTIFIED URGENT CARE CENTER
21 - SUMMA HEALTH OBSTETRICS & GYNECOLOGY
51 PARK WEST BLVDAKRONOH44320OBSTETRICS & GYNECOLOGY
22 - SUMMA HEALTH OBSTETRICS & GYNECOLOGY
1305 CORPORATE DR STE AHUDSONOH44236OBSTETRICS & GYNECOLOGY
23 - SUMMA HEALTH OBSTETRICS & GYNECOLOGY
1463 CANTON RDAKRONOH44312OBSTETRICS & GYNECOLOGY
24 - SUMMA EALTH JEAN & MILTON COOPER PAVILIO
161 NORTH FORGE STREETAKRONOH44304CANCER CENTER & CANCER CARE
25 - PARKVIEW CENTER
155 FIFTH STREET NEBARBERTONOH44203CANCER CENTER & CANCER CARE
26 - SUMMA HEALTH RICHARD M AND YVONNE HAMIL
95 ARCH STREETAKRONOH44310ULTRASOUND, BONE DENSITOMETRY, DIAGNOSTIC, MRI, SCREENING. BIOPSY, TESTING
27 - SUMMA HEALTH MEDICAL GROUP - CARDIOLOGY
789 WHITE POND DR STE AAKRONOH44320CARDIOLOGY
28 - SUMMA HEALTH LAB SERVICES
95 ARCH STREET STE G-30AKRONOH44320LAB
29 - LABCARE PLUS
1493 SOUTH HAWKINS AVEAKRONOH44320LAB
30 - LABCARE PLUS
165 FIFTH STREET SE STE ABARBERTONOH44203LAB
31 - LABCARE PLUS
600 PORTAGE TRAILCUYAHOGA FALLSOH44221LAB
32 - LABCARE PLUS
71 BAKER BLVD STE BFAIRLAWNOH44333LAB
33 - LABCARE PLUS
754 S CLELAND AVE STE 100MAGADOREOH44260LAB
34 - LABCARE PLUS
3869 DARROW RD STE 208STOWOH44224LAB
35 - LABCARE PLUS
1260 INDEPENDENCE AVEAKRONOH44310LAB

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 $21,760,425.
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:A COST-TO-CHARGE RATIO IS USED TO DETERMINE THE AMOUNT REFLECTED ON LINE 2. FOR A DESCRIPTION OF THE ACCOUNTING FOR BAD DEBT, SEE "NET PATIENT SERVICE REVENUE AND PATIENT ACCOUNTS RECEIVABLE" ON PAGE 12 OF THE ATTACHED CONSOLIDATED AUDITED FINANCIAL STATEMENTS UNDER NOTE 1, "SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES."
PART III, LINE 4:FOOTNOTE IN ORGANIZATION'S FINANCIAL STATEMENTS DESCRIBING BAD DEBT EXPENSE:SUMMA HEALTH'S AUDITED FINANCIAL STATEMENTS CONTAIN A FOOTNOTE THAT DESCRIBES THE PROVISION FOR DOUBTFUL ACCOUNTS. SUMMA HEALTH HAS ADOPTED ASU 2011-07 WHICH RESULTS IN BAD DEBT EXPENSE BEING REFLECTED AS A DEDUCTION FROM REVENUE RATHER THAN AN OPERATING EXPENSE. NOTES TO CONSOLIDATED FINANCIAL STATEMENTS, 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES, NET PATIENT SERVICE REVENUE AND PATIENT ACCOUNTS RECEIVABLE (PAGE 12) STATES SUMMA HEALTH 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.
PART III, LINE 8:DESCRIBE EXTENT ANY SHORTFALL FROM LINE 7 TREATED AS COMMUNITY BENEFIT AND COSTING METHOD USED:MEDICARE ALLOWABLE COST ARE BASED ON INFORMATION PROVIDED ON WORKSHEET B, PART I, COLUMN 26, LINE 118 FROM THE VARIOUS HOSPITALS' MEDICARE COST REPORTS. COSTING METHOD USED WAS TOTAL ALLOWABLE COST LESS ALL COSTS DEEMED NON-ALLOWABLE BY MEDICARE REGULATIONS. ANY MEDICARE SHORTFALL INCURRED BY SUMMA HEALTH IS NOT REPORTED AS A COMMUNITY BENEFIT.
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, CHILDREN'S HOSPITAL MEDICAL CENTER OF AKRON, THE UNITED WAY, SOCIAL SERVICES ADVISORY BOARD OF SUMMIT COUNTY, AND CLEVELAND CLINIC -AKRON GENERAL MEDICAL CENTER.
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, BASIC 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:BASED ON 2015 PATIENT ADMISSION DATA, SUMMA HEALTH CARE DELIVERY IS PRIMARILY IN SUMMIT COUNTY. SUMMIT COUNTY REPRESENTS 75.32% OF THE 2015 ADMISSIONS FROM SUMMA HEALTH. WHILE SUMMA ALSO TREATS PATIENTS FROM MEDINA, NOTHERN STARK, AND WAYNE COUNTIES, MOST PATIENTS COME FROM SUMMIT COUNTY. THERE ARE 541,968 PEOPLE LIVING IN SUMMIT COUNTY. SINCE 2010, THE POPULATION HAS INCREASED SLIGHTLY, BY LESS THAN A PERCENT. 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 20.5% PERCENT OF THE POPULATION IS NON WHITE, COMPARED TO 17.3% IN THE STATE. EDUCATIONAL ATTAINMENT IS SLIGHTLY HIGHER IN SUMMIT COUNTY THANT THE STATE OF OHIO, WITH 90.7% HAVING A HIGH SCHOOL DIPLOMA OR HIGHER AND 29.9% 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 IS 2.2% LOWER THAN THAT OF THE STATE. MORE THAN 50% OF THE HOUSEHOLDS IN SUMMIT COUNTY MAKE LESS THAN $50,000 ANNUALLY AND 15.0% AND 14.5% OF HOUSEHOLDS MAKE LESS THAN $15,000 ANNUALLY RESPECTIVELY. FOR THE CALENDAR YEAR 2015, THE AVERAGE MONTHLY UNEMPLOYMENT RATE FOR SUMMIT COUNTY WAS 4.9% 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. WHILE THE TOTAL POPULATION OF SUMMIT COUNTY IS EXPECTED TO DECLINE (BY -1.2%), OVER THE 5-YEAR PERIOD 2013-2018. 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 2017, SUMMA HEALTH PROVIDED INPATIENT CARE THROUGH FACILITIES LOCATED ON SIX 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 249-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 WESTERN RESERVE HOSPITAL, LLC ("SWRH") IS A JOINT VENTURE BETWEEN SUMMA HEALTH SYSTEM AND THE WESTERN RESERVE HEALTH PARTNERS AND PROVIDES A FULL RANGE OF ACUTE MEDICAL SERVICES. SWRH PROVIDES ITS HOSPITAL OPERATIONS IN THE CITY OF CUYAHOGA FALLS, OHIO. SWRH PROVIDES A RANGE OF SERVICES INCLUDING A 24-HOUR EMERGENCY ROOM, AMBULATORY SURGERY, DIAGNOSTIC TESTING, ETC. AND ADHERES TO THE CHARITY CARE POLICY OF SUMMA HEALTH. 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 120,000 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 1,400 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, 8,000 PRIMARY CARE PROVIDERS, 18,000 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 NEARLY TO 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 GROUP A & BSTATE FILING OF COMMUNITY BENEFIT REPORT:THE STATE OF OHIO DOES NOT REQUIRE THE FILING OF THE COMMUNITY BENEFIT REPORT FOR 2017. 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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN HEART ASSOCIATION
3505 EMBASSY PARKWAY STE 100AKRONOH44333135613797501(C)(3)$75,000RESEARCH AND EDUCATION
CITY OF AKRON
166 SOUTH HIGH STREETAKRONOH44308346000020GOVERNMENTAL$10,000HEALTH EQUITY
THE UNIVERSITY OF AKRON
302 BUCHTEL COMMONAKRONOH44301346002924GOVERNMENTAL$6,000EDUCATIONAL
SUSAN G KOMEN FOR THE CURE
26210 EMERY ROADCLEVELANDOH44128751835298501(C)(3)$20,000CANCER WELLNESS SUPPORT
AKRON COMMUNITY FOUNDATION
345 WEST CEDAR STREETAKRONOH44307341087615501(C)(3)$10,500MISSION SUPPORT
STEWARTS CARING PLACE
2955 WEST MARKET STREETAKRONOH44333200181338501(C)(3)$10,000MISSION SUPPORT
AMERICAN CANCER SOCIETY
525 NORTH BROAD STREETCANFIELDOH44406251798733501(C)(3)$20,000CANCER RESEARCH
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

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)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
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 (23 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
LYNN HAMRICH MD
DIRECTOR SHS$247,628$0$0$0$1,256$0$0$0$15,301$0$264,185$0$0$0
THOMAS MALONE MD
CEO SHS, DIRECTOR SHS & SF(END 2/17)$0$323,954$0$616,000$0$1,995,603$0$7,927$0$10,998$0$2,954,482$0$0
T CLIFFORD DEVENY MD
CEO SHS, DIR. SHS & SF (START3/17),$0$687,015$0$0$0$26,180$0$13,077$0$20,247$0$746,519$0$0
PETER BITTENBENDER MD
DIR. SHS (3/17),DIR. SHMG(12/17)$634,866$0$49,822$0$1,170$0$8,100$0$9,273$0$703,231$0$0$0
VIVIAN VON GRUENIGEN MD
DIRECTOR SHS (END 2/17)$0$172,344$0$118,449$0$561,555$0$9,781$0$8,629$0$870,758$0$0
PHYLIS FERRARA
PRESIDENT & CDO, SF$301,573$0$112,200$0$88,040$0$9,450$0$15,180$0$526,443$0$0$0
LYDIA COOK MD
PRESIDENT SHMG$381,635$0$108,000$0$115,818$0$8,440$0$9,065$0$622,958$0$0$0
BRIAN DERRICK
SVP CFO, TR. SHS & SHMG, ASST. TR SF$0$561,301$0$325,920$0$149,207$0$8,047$0$24,789$0$1,069,264$0$0
ROBERT A GERBERRY
SHS SEC./SR VP G.COUNSEL,SF ASST.SEC$0$344,551$0$178,840$0$94,887$0$4,846$0$6,378$0$629,502$0$0
VALERIE GIBSON RN
PRESIDENT SHS, COO (END 5/17)$0$233,409$0$318,805$0$1,391,190$0$7,186$0$17,828$0$1,968,418$0$0
THOMAS P O'NEILL
VP, CFO SHS, ASSISTANT TREASURER$0$334,200$0$141,900$0$95,963$0$9,450$0$13,413$0$594,926$0$0
DAVID CUSTODIO MD
PRESIDENT, SHS (START 5/17)$488,349$0$108,817$0$68,050$0$9,450$0$23,615$0$698,281$0$0$0
MICHAEL HUGHES MD
PRESIDENT SUMMA BARBERTON$0$351,216$0$60,678$0$98,671$0$9,450$0$17,385$0$537,400$0$0
MARY WARD
SR VP CNO SHS (END 12/17)$0$382,878$0$161,250$0$112,236$0$8,100$0$1,932$0$666,396$0$0
CYNTHIA KELLEY DO
VP MED ED & CHF ACADE. OFF$0$282,271$0$86,174$0$6,228$0$7,480$0$18,538$0$400,691$0$0
TAMMY SCARBOROUGH
PRESIDENT AMBULATORY CARE$0$301,921$0$105,941$0$53,479$0$7,914$0$9,368$0$478,623$0$0
MATTHEW WAYNE MD
CMO SHMG$345,842$0$139,080$0$7,358$0$16,281$0$736$0$509,297$0$0$0
MARK POZSGAY DO
CLINICAL PHYSICIAN - SHMG$910,004$0$177,406$0$1,170$0$11,568$0$30,282$0$1,130,430$0$0$0
JOHN G ZOGRAFAKIS MD
CLINICAL PHYSICIAN - SHMG$789,251$0$173,432$0$1,350$0$9,450$0$27,130$0$1,000,613$0$0$0
ERIC A ESPINAL MD
CLINICAL PHYSICIAN - SHMG$899,551$0$71,205$0$690$0$4,050$0$31,620$0$1,007,116$0$0$0
HOWARD ZHANG MD
CLINICAL PHYSICIAN - SHMG$786,105$0$141,463$0$1,350$0$4,050$0$1,686$0$934,654$0$0$0
SCOTT WEINER MD
CLINICAL PHYSICIAN - SHMG$821,706$0$75,239$0$2,190$0$9,450$0$25,484$0$934,069$0$0$0
THOMAS STRAUSS
FORMER DIR.SF, CONSULTANT$0$360,516$0$0$0$0$0$0$0$132$0$360,648$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATRAVEL FOR COMPANIONS: SPOUSAL TRAVEL WAS PAID ON BEHALF OF ONE DIRECTOR. THE AMOUNT IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: SUMMA HEALTH SYSTEM GROSSED UP TAXES FOR SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAMS PAID TO SEVEN OFFICERS, ONE DIRECTOR AND THREE KEY EMPLOYEES. THE AMOUNT OF THE GROSS UP IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION. HOUSING ALLOWANCE: A HOUSING ALLOWANCE WAS PAID ON BEHALF OF ONE DIRECTOR. THE AMOUNT 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 4APART 1, LINE 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT: IN 2017, THE FOLLOWING LISTED PERSONS RECEIVED SEVERANCE PAYMENTS AND BENEFITS FROM THE ORGANIZATION OR FROM A RELATED ORGANIZATION: THOMAS MALONE, MD: $1,752,272; VIVIAN VON GRUENIGEN, MD: $424,778; VALERIE GIBSON, RN: 1,078,840. SEVERANCE AMOUNTS ARE TREATED AS TAXABLE COMPENSATION.
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 VIYes (1)00
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 CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtOther Spent ProceedsOtherSpentProceedsAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtUnspentUnspentAmt
A$24,495,000$180,162,106$17,031,631$3,004,911$4,929,857$154,030,7312012Yes (1)0Yes (1)Yes (1)
B$32,509,6352012Yes (1)0Yes (1)Yes (1)$14,018,187$32,509,635
C$145,250,000$795,8902008Yes (1)0Yes (1)Yes (1)$49,640,000$144,454,110
D$221,539,016$1,874,244$70,046,333Yes (1)Yes (1)0Yes (1)$2,755,000$76,157,754$26,625,195$201,939$46,633,552

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)0.008000.002000.0100000Yes (1)
C0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.035000.004000.0390000Yes (1)
D0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.006000.006000Yes (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 (16 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.
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 1, 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 CAPITALIZE 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 AND DISPOSITION PROCEEDS OF A PORTION OF THE PROPERTY FINANCED WITH THE PROCEEDS OF THE SERIES 2016 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 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 05/11/2013.
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 IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1AKRON BATH AND COPLEY JT TWP HOSP DISTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN341448680BondIssuerEIN
Bond Issued2017-12-22BondIssuedDt
Issue Price$140,000,000IssuePriceAmt
PurposeSEE PART VIPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$140,000,000TotalProceedsAmt
Capitalized Interest$545,000CapitalizedInterestAmt
Unspent$139,454,500UnspentAmt
Current Refunding0CurrentRefundingInd
Advance Refunding0AdvanceRefundingInd
Final Allocation Made0FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due YetYes (1)RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GICYes (1)GrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line1NATIXIS FUNDINGBusinessNameLine1Txt
Business Name Line2CORPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Term Of GIC1.100000000000TermOfGICPct
Regulatory Safe Harbor StsfdYes (1)RegulatorySafeHarborStsfdInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 - 12 SUMMA FOUNDATION ("SF") - 22 - 20 SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP ("SHMG") - 3 - 2 TOTALS FOR GROUP RETURN - 41 - 34 ALL OF THE ORGANIZATIONS LISTED ABOVE ARE SUBORDINATES UNDER THE CONTROL OF SUMMA HEALTH ("SH"). AS OF DECEMBER 31, 2017, SH HAD 16 VOTING DIRECTORS, 12 OF WHOM WERE INDEPENDENT VOTING DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 2FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS: SUMMA HEALTH SYSTEM: LEILA VESPOLI, AND ANTHONY LOCKHART - BUSINESS RELATIONSHIP LYDIA COOK, M.D., DAVID CUSTODIO, M.D., THOMAS P. O'NEILL, AND MARY WARD - BUSINESS RELATIONSHIP BRIAN DERRICK, THOMAS MALONE, M.D., JAMES MCILVAINE, VIVIAN VON GRUENIGAN, M.D., AND MATTHEW WAYNE, M.D. - BUSINESS RELATIONSHIP NICHOLAS BROWNING AND DARYL CAMERON - BUSINESS RELATIONSHIP MICHAEL M. HUGHES, M.D., AND THOMAS P. O'NEILL - BUSINESS RELATIONSHIP MARY WARD, R.N., DAVID CUSTODIO, M.D., THOMAS P. O'NEILL AND TAMMY SCARBOROUGH - BUSINESS RELATIONSHIP MARY WARD, R.N. AND THOMAS P. O'NEILL - BUSINESS RELATIONSHIP SUMMA FOUNDATION: GEORGE DAVERIO, JR. AND C. GORDON EWERS - BUSINESS RELATIONSHIP T. CLIFFORD DEVENY, M.D. AND 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 AND THE PRESIDENT OF SUMMA FOUNDATION SERVE AS DIRECTORS OF SUMMA FOUNDATION. SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP: SUMMA PHYSICIANS, INC. IS AFFILIATED WITH SUMMA HEALTH SYSTEM AND ONLY PERSONS APPROVED BY SUMMA HEALTH SYSTEM OR EMPLOYED BY SUMMA HEALTH SYSTEM OR AN AFFILIATED ENTITY MAY SERVE AS A DIRECTOR OF SUMMA PHYSICIANS, INC.
FORM 990, PART VI, SECTION A, LINE 7BDECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS: SUMMA HEALTH SYSTEM: SUMMA HEALTH IS THE SOLE MEMBER OF 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 N/A
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 4, 2018. 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 2018 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, EMPLOYED PHYSICIANS, CONTRACTED PHYSICIANS, 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: 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. FOR THE PAST EIGHT YEARS, THE COMPENSATION COMMITTEE HAS USED KRON FERRY, FKA HAY GROUP, A NATIONALLY RECOGNIZED CONSULTING FIRM, TO ASSIST THEIR EFFORTS. THE 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 CHIEF OPERATING OFFICER 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 SENIOR VICE PRESIDENT & CNO SENIOR VICE PRESIDENT, MARKETING AND COMMUNICATION PRESIDENT, SUMMACARE PRESIDENT, ACO SUMMA HEALTH SYSTEM: PRESIDENT PRESIDENT SUMMA BARBERTON PRESIDENT, AMBULATORY CARE VICE PRESIDENT & CFO SUMMA HEALTH SYSTEM SUMMA FOUNDATION: PRESIDENT SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP: PRESIDENT SUMMACARE: 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 32,000. POST RETIREMENT BENEFIT ADJUSTMENT -82,000. NET ASSETS RELEASED FROM RESTRICTION 1,757,000. NET ASSET CONTRIBUTION TO(FROM) AFFILIATED ORGANIZATION -1,937,000. OTHER CHANGES IN NET ASSETS -1,000. RESTRICTED ACTIVITY REPORTED 27,334. OTHER CHANGES IN NET ASSETS - ADJUSTMENTS 640.
PART XII, LINE 2CTHE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1AKRON ENDOSCOPY ASC LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 EAST MARKET STREETAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44304ZIPCd
FieldValueIRS element (for citing)
EIN621865245EIN
Primary ActivitiesPROFESSIONAL MEDICAL SERVICESPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SUMMA HEALTH SYSTEMBusinessNameLine1Txt

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

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SUMMA REHAB HOSPITAL LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line129 NORTH ADAMS STREETAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44304ZIPCd
FieldValueIRS element (for citing)
EIN271952573EIN
Primary ActivitiesREHAB HOSPITALPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SUMMA HEALTH SYSTEMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeRELATEDPredominantIncomeTypeTxt
Share Of Total Income$26,241,218ShareOfTotalIncomeAmt
Share Of EOY Assets$4,901,300ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing PartnerYes (1)GeneralOrManagingPartnerInd
Ownership0.52000OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
OHIO HEALTH CHOICE INC
1077 GORGE BLVDAKRONOH443092090341895396PPOOHSUMMA HEALTH SYSTEM CORPC$2,507,373$7,509,6590.800000
SUMMA INSURANCE COMPANY INC
10 NORTH MAIN STREETAKRONOH44308341809108PROP/CAS INSOHSUMMACARE INCC$170,195,348$48,332,4311.000000
SUMMA HEALTH SYSTEM CORP
1077 GORGE BLVDAKRONOH443092090341515252MGMT SVCSOHSUMMA HEALTHC$2,446,9791.000000
WADSWORTH RITTMAN HOS PROF SVC CORP
195 WADSWORTH RDWADSWORTHOH44281010842997PROF MED SVCSOHSUMMA HEALTH SYSTEM CORPC1.000000
MIDDLEBURY ASSURANCE COMPANY
980405096SELF INSURANCESUMMA HEALTHC$10,772,246$60,969,5991.000000PO BOX 1051 KY1-1102GRAND CAYMANCJCJ
SUMMACARE INC
10 NORTH MAIN STREETAKRONOH44308341726655PROP/CAS INSOHSUMMA HEALTH SYSTEM CORPC$245,888,751$75,293,9151.000000
ARIS TELERADIOLOGY HOLDINGS INC
5655 HUDSON DRIVE SUITE 210HUDSONOH44236453697866RADIOLOGY SVCOHSUMMA HEALTH SYSTEMC$39,971,852$24,433,7730.588000
SUMMA ACCOUNTABLE CARE ORGANIZATION
1077 GORGE BLVDAKRONOH443092090273857055CONTRACTINGOHSUMMA HEALTHC$6,459,162$2,200,2101.000000
HEALTH CARE CENTERS PHYSICIANS INC
1900 23RD STREETCUYAHOGA FALLSOH44223341692767INACTIVEOHSUMMA HEALTH SYSTEM CORPC1.000000
SUMMA MANAGEMENT SERVICES ORGANIZATION
10 NORTH MAIN STREETAKRONOH44308461145832MGMT SVCSOHSUMMA HEALTH SYSTEM CORPC$30,088,509$7,224,7471.000000
SUMMA INTEGRATED SERVICES ORGANIZATION
10 NORTH MAIN STREETAKRONOH44308461159251MGMT SVCSOHSUMMA HEALTH SYSTEM CORPC$9,420,092$11,720,2861.000000
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 OrgYes (1)GiftGrntCapContriFromOthOrgInd
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 OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (11 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
SUMMA REHAB HOSPITAL LLC
A$2,472,134FMV
SUMMACARE INC
L$56,340,369FMV
SUMMACARE INC
L$8,366,234FMV
SUMMA INSURANCE COMPANY INC
L$21,490,064FMV
SUMMA INSURANCE COMPANY INC
L$1,832,636FMV
SUMMACARE INC
L$664,588FMV
SUMMA REHAB HOSPITAL LLC
L$587,333FMV
SUMMACARE INC
M$1,793,768FMV
MIDDLEBURY ASSURANCE COMPANY
M$6,963,861FMV
MIDDLEBURY ASSURANCE COMPANY
M$3,169,523FMV
SUMMA INTEGRATED SERVICES ORGANIZATION
M$1,687,490FMV