SUMMA HEALTH GROUP RETURN: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SUMMA HEALTH GROUP RETURN (EIN 90-0640432)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201743189349300349
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T07:59:11-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900640432 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMA HEALTH GROUP RETURN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUMM | BusinessNameControlTxt |
| Phone | 2343125867 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1077 GORGE BLVD PO BOX 2090 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 443092090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN K DERRICK | PersonNm |
| Person Title | SR VP, CFO, TREAS | PersonTitleTxt |
| Phone | 2343125867 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ZACK FORTSCH | PreparerPersonNm |
| PTIN | P00052725 | PTIN |
| Phone | 3126343400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.188 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 07:58:57 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 98AC9AA3F4CBE4CB3038CB857DBC84AADB231605 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 37AB53F3E1FE5B259FEACB8EAA64376B229EE5AE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | T CLIFFORD DEVENY MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1077 GORGE BLVD PO BOX 2090 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 443092090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,036,762,143 | GrossReceiptsAmt |
| Group Return For Affiliates | Yes (1) | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (1) | AllAffiliatesIncludedInd |
| Group Exemption | 5864 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SUMMAHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Activity Or Mission | THE MISSION OF SUMMA HEALTH IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO OUR PATIENTS AND TO CONTRIBUTE TO A HEALTHIER COMMUNITY. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 8006 | TotalEmployeeCnt |
| Total Volunteers | 1428 | TotalVolunteersCnt |
| Total Gross UBI | $8,483,578 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $84,090 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,313,648 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,449,196 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,036,977,973 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $989,432,983 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,422,791 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,807,420 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,594,038 | PYOtherRevenueAmt |
| CY Other Revenue | $17,836,327 | CYOtherRevenueAmt |
| PY Total Revenue | $1,068,308,450 | PYTotalRevenueAmt |
| CY Total Revenue | $1,014,525,926 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $245,767 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $246,200 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $454,148,546 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $456,353,797 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,212,136 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $552,725,056 | PYOtherExpensesAmt |
| CY Other Expenses | $535,589,343 | CYOtherExpensesAmt |
| PY Total Expenses | $1,007,119,369 | PYTotalExpensesAmt |
| CY Total Expenses | $992,189,340 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $61,189,081 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $22,336,586 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,139,746,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,171,917,505 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $672,875,229 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $788,953,590 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $466,871,269 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $382,963,915 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SUMMA HEALTH'S MISSION IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO PATIENTS AND MEMBERS AND CONTRIBUTE TO A HEALTHIER COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $415,693,143 | ExpenseAmt |
| Revenue | $505,947,812 | RevenueAmt |
| Desc | OUTPATIENT SERVICES FOR 2016: SUMMA HEALTH SYSTEM, AND SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP, PROVIDED MORE THAN 1.5 MILLION OCCASIONS OF SERVICE, INCLUDING 169,601 EMERGENCY DEPARTMENT VISITS, 14,222 OBSERVATION PATIENTS, 13,805 SURGICAL OPERATIONS, AND MORE THAN 1.3 MILLION OTHER OUTPATIENT VISITS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $337,606,493 | ExpenseAmt |
| Revenue | $410,907,104 | RevenueAmt |
| Desc | INPATIENT SERVICES FOR 2016: SUMMA HEALTH SYSTEM HAD APPROXIMATELY 700 BEDS IN SERVICE, ADMITTED 34,544 ADULT PATIENTS, AND DELIVERED 3,871 NEWBORNS. THE ADULT PATIENTS RECEIVED 151,793 DAYS OF CARE, INPATIENT SURGERIES TOTALED 6,764, EMERGENCY ADMISSIONS TOTALED 20,602 AND THE AVERAGE LENGTH OF STAY WAS 4.40 DAYS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $45,138,008 | ExpenseAmt |
| Revenue | $12,219,755 | RevenueAmt |
| Desc | RESEARCH/EDUCATION FOR 2016: 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 280 MEDICAL SCHOOL GRADUATES TRAIN IN 19 ACCREDITED RESIDENCY PROGRAMS. SUMMA HEALTH PROVIDES CLINICAL LEARNING EXPERIENCES TO MORE THAN 1,110 NURSING AND ALLIED HEALTH STUDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| DescDesc | ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt |
|---|---|---|---|
| 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 MORE THAN ONE MILLION 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 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 WESTERN RESERVE HOSPITAL ARE JOINT VENTURES IN WHICH SUMMA HEALTH 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: BARIATRIC SURGERY, CARDIOVASCULAR, EMERGENCY, ONCOLOGY, ORTHOPAEDIC SURGERY, PRIMARY CARE SPORTS MEDICINE, STROKE 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 8,000 INDIVIDUALS WITH SUMMA HEALTH SYSTEM ACCOUNTING FOR APPROXIMATELY 6,000 OF THESE EMPLOYEES. SUMMA HEALTH SYSTEM HAS A MEDICAL STAFF OF MORE THAN 1,000 PROFESSIONALS WORKING ON ITS CAMPUSES. SUMMA HEALTH SYTSEM HAS 1,320 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 80 RESIDENTS AND FELLOWS GRADUATE FROM THE AKRON CAMPUS'S MEDICAL EDUCATION PROGRAMS EACH YEAR. THE BARBERTON CAMPUS HAS A FAMILY PRACTICE RESIDENCY PROGRAM AFFILIATED WITH NEOMED ALONG WITH PROVIDING EDUCATIONAL ROTATIONS FOR MEDICAL STUDENTS.SUMMA HEALTH SYSTEM- BARBERTON CAMPUSSUMMA HEALTH SYSTEM- BARBERTON CAMPUS IS A 500,000 SQUARE FOOT ACUTE CARE TEACHING HOSPITAL LOCATED ON NEARLY 16 ACRES, LOCATED APPROXIMATELY 10 MILES SOUTHWEST OF AKRON, OHIO. THE HOSPITAL HAS 271 LICENSED BEDS. THE BARBERTON CAMPUS PROVIDES THE COMMUNITY WITH EASY ACCESS TO COMPREHENSIVE, HIGH-QUALITY CANCER SERVICES AT THE COMMISSION ON CANCER ACCREDITED PARKVIEW PAVILION, AS WELL AS THE FULL SPECTRUM OF CARDIOVASCULAR DISEASE CARE INCLUDING DIAGNOSTIC, INTERVENTIONAL AND SURGICAL SERVICES, ALONG WITH A VARIETY OF OUTPATIENT SERVICES. | |||
| PART III LINE 4D - OTHER PROGRAM SERVICES - CONTINUED:CHARITY CAREIN 2016, SUMMA HEALTH PROVIDED CHARITY CARE AT AN ESTIMATED NET COST OF NEARLY $10 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 2016, THE CHARITY CARE PROGRAM (INCLUDING HOSPITAL CARE ASSURANCE PROGRAM) BENEFITED APPROXIMATELY 15,600 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 $23 MILLION.BAD DEBTSUMMA HEALTH IS COMMITED 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 2016, THE COST FOR PROVIDING CARE WRITTEN OFF AS A BAD DEBT EXPENSE WAS APPROXIMATELY $16 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 2016, SUMMA HEALTH PROVIDED MORE THAN $4.2 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 2016, THE COST FOR SUBSIDIZED SERVICES WAS APPROXIMATELY $27.7 MILLION.FINANCIAL AND IN-KIND DONATIONSANNUALLY, SUMMA HEALTH CONTRIBUTES FINANCIAL ASSISTANCE AND IN-KIND SERVICES TO SUPPORT COMMUNITY ORGANIZATIONS THAT PROMOTE HEALTH, WELLNESS, AND AN IMPROVED QUALITY OF LIFE. FROM 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 2016, 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 $6.8 MILLION IN RESEARCH IN 2016. 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 2016, 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 2016 INVESTMENT IN HEALTH PROFESSIONAL EDUCATION TOTALED $27.7 MILLION. | |||
| SUMMA HEALTH SERVICES:FOLLOWING IS A DESCRIPTION OF SUMMA HEALTH'S NOTABLE ACCOMPLISHMENTS BY PRIMARY SERVICE LINES IN 2016: 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: SUMMA HEALTH BECAME THE FIRST HOSPITAL IN THE AKRON/CANTON/YOUNGSTOWN AREA AND ONE OF ONLY A HANDFUL ACROSS THE STATE TO OFFER THE WORLD'S SMALLEST PACEMAKER TO PATIENTS WITH ABNORMAL HEART RHYTHMS. THE MICRA TRANSCATHETER PACING SYSTEM (TPS) IS A NEW TYPE OF HEART DEVICE THAT PROVIDES PATIENTS WITH THE MOST ADVANCED PACING TECHNOLOGY AT ONE-TENTH THE SIZE OF A TRADITIONAL PACEMAKER. MICRA IS THE ONLY LEADLESS PACEMAKER APPROVED FOR USE IN THE U.S.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 2016, OUR AKRON CAMPUS'S DOOR-TO-DRUG TIME WAS 13 MINUTES FASTER THAN THE NATIONAL GOAL (47 MINUTE AVERAGE).NURSING:SUMMA HEALTH SYSTEM- AKRON AND ST. THOMAS CAMPUSES WERE REDESIGNATED WITH 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 CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) SELECTED SUMMA HEALTH AS ONE OF NEARLY 200 PHYSICIAN GROUP PRACTICES AND 17 HEALTH INSURANCE COMPANIES TO PARTICIPATE IN A CARE DELIVERY MODEL THAT SUPPORTS AND ENCOURAGES HIGHER QUALITY, MORE COORDINATED CANCER CARE. THE MEDICARE ARM OF THE ONCOLOGY CARE MODEL INCLUDES MORE THAN 3,200 ONCOLOGISTS AND WILL COVER APPROXIMATELY 155,000 MEDICARE BENEFICIARIES NATIONWIDE. 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 :IN AN EFFORT TO HELP PROSPECTIVE PARENTS FIND HOSPITALS THAT DELIVER QUALITY MATERNITY CARE, ANTHEM BLUE CROSS AND BLUE SHIELD IN OHIO DESIGNATED SUMMA HEALTH SYSTEM-AKRON CAMPUS AS ONE OF THE FIRST HOSPITALS TO RECEIVE THE BLUE DISTINCTION CENTER FOR MATERNITY CARE DESIGNATION, A NEW DESIGNATION UNDER THE BLUE DISTINCTION SPECIALTY CARE PROGRAM. SYSTEM: SUMMA HEALTH'S ACCOUNTABLE CARE ORGANIZATION, NEWHEALTH COLLABORATIVE, WAS RECOGNIZED BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES FOR ACHIEVING SIGNIFICANT MULTI-MILLION DOLLAR SAVINGS IN THE MEDICARE SHARED SAVINGS PROGRAM.FOR THE 12TH CONSECUTIVE YEAR, SUMMA HEALTH WAS NAMED AS ONE OF THE 99 BEST WORKPLACES IN NORTHEAST OHIO, AS DETERMINED IN THE ANNUAL NORTHCOAST 99 AWARDS, SPONSORED BY THE EMPLOYERS RESOURCE COUNCIL.SUMMA HEALTH WAS NAMED ONE OF "HEALTHCARE'S MOST WIRED ORGANIZATIONS BY HOSPITALS & HEALTH NETWORKS (H&HN) FOR ACHIEVEMENT IN THE USE OF HEALTHCARE IT.SUMMA HEALTH FLOURISH MADE HEALTHLINE'S LIST OF THE BEST WOMEN'S HEALTH BLOGS OF 2016. HEALTHLINE'S EDITORS SELECTED EACH WINNER BASED ON THEIR REACH TO EDUCATE, INSPIRE, AND EMPOWER THEIR READERS WITH FREQUENT UPDATES AND HIGH QUALITY INFORMATION. | |||
| 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 2016, 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 CONSISTED 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 GROUPPROMOTES STRONG AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIAN SERVICES ARE MET. IN 2016, SUMMA HEALTH MEDICAL GROUP CONTINUED ITS DELVELOPMENT 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 HEALTH 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 2016 TOTALED $8.5 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. | $43,925,589 | $246,200 | $53,462,646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $43,925,589 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $246,200 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $53,462,646 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $842,363,233 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | Yes (1) | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8006 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN K DERRICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2343125871 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1077 GORGE BLVD PO BOX 2090 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 443092090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| NICHOLAS BROWNING | |||||||||
| DIRECTOR SHS & SHMG | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DARYL CAMERON | |||||||||
| DIRECTOR SHS | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN COMUNALE | |||||||||
| DIRECTOR SHS (AS OF 08/2016) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNN HAMRICH MD | |||||||||
| DIRECTOR SHS | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES KRAVEC MD | |||||||||
| DIRECTOR SHS | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY LOCKHART | |||||||||
| DIRECTOR SHS | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS MALONE MD | |||||||||
| CEO SHS, DIRECTOR SHS & SF | 4.00 | 46.00 | Yes (X) | $0 | $1,538,920 | $22,254 | |||
| JAMES MCILVAINE | |||||||||
| CHAIR SHS & CHAIR SHMG | 4.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBERT SHRODER | |||||||||
| DIRECTOR SHS (AS OF 04/2016) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN SMITH | |||||||||
| DIRECTOR SHS & SHMG | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LEILA VESPOLI | |||||||||
| DIRECTOR SHS | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VIVIAN VON GRUENIGEN MD | |||||||||
| DIRECTOR SHS | 2.00 | 48.00 | Yes (X) | $0 | $503,848 | $18,487 | Yes (X) | ||
| NORMAN WELLS JR | |||||||||
| DIRECTOR SHS (END 7/2016) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT WILBER MD | |||||||||
| DIRECTOR SHS (AS OF 04/2016) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL HUGHES MD | |||||||||
| DIRECTOR SHS(END 4/2016) | 48.00 | 2.00 | Yes (X) | $0 | $626,882 | $23,986 | |||
| DONALD KLINE | |||||||||
| DIRECTOR SHS (END 3/2016) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD MARSH | |||||||||
| DIRECTOR SHS(END 3/2016) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN BABBY | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JULIA BIANCHI | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JASON BUTTERWORTH | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS CLARK | |||||||||
| DIRECTOR/CHAIR SF | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| GEORGE DAVERIO JR | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| C GORDON EWERS | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHYLIS FERRARA | |||||||||
| PRESIDENT & CDO, SF | 50.00 | Yes (X) | $505,135 | $0 | $19,022 | Yes (X) | |||
| SAMIR GIBARA | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM GINTER | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK GOLDFARB | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| IRIS HARVEY | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT HEMPHILL MD | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT HONNOLD | |||||||||
| DIRECTOR/TREAS SF (END 8/2016) | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MARY ANN JACKSON | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP KAUFMANN | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEANNINE MARKS | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHON PAVLOFF | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHLEEN RAYNOR | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT RICE | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MONA SARKAR | |||||||||
| DIRECTOR/SECTY SF | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| GEORGE STRICKLER | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL TESTA | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| R MARK WERNIG | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN BUDD | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BETSY CLARK | |||||||||
| DIRECTOR SF | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYDIA COOK MD | |||||||||
| PRESIDENT SUMMA HEALTH MEDICAL GROUP | 50.00 | $470,001 | $0 | $10,240 | Yes (X) | ||||
| BRIAN DERRICK | |||||||||
| SVP CFO, TR. SHS, ASST. TR. SF&SHMG | 4.00 | 46.00 | $0 | $1,061,568 | $30,014 | Yes (X) | |||
| ROBERT A GERBERRY | |||||||||
| SECRETARY/SR VP GENERAL COUNSEL | 4.00 | 46.00 | $0 | $573,423 | $7,922 | Yes (X) | |||
| VALERIE GIBSON RN | |||||||||
| PRESIDENT SHS, COO | 46.00 | 4.00 | $0 | $834,373 | $35,561 | Yes (X) | |||
| THOMAS P O'NEILL | |||||||||
| VP, CFO SHS, ASSISTANT TREASURER SHS | 46.00 | 4.00 | $0 | $530,469 | $18,584 | Yes (X) | |||
| JASON NIEHAUS | |||||||||
| SVP HOSP. OPS & SITE ADMIN (END 7/16) | 46.00 | 4.00 | $0 | $418,172 | $18,980 | Yes (X) | |||
| MARY WARD | |||||||||
| SR VP CNO SHS | 46.00 | 4.00 | $0 | $638,815 | $9,860 | Yes (X) | |||
| KATHLEEN JOBE | |||||||||
| CNO SHS (END 9/2016) | 46.00 | 4.00 | $212,115 | $0 | $17,269 | Yes (X) | |||
| DAVID CUSTODIO MD | |||||||||
| CMO SHS | 50.00 | $426,787 | $0 | $31,683 | Yes (X) | ||||
| CYNTHIA KELLEY DO | |||||||||
| VP MED ED & CHF ACADE. OFFICER SHS | 46.00 | 4.00 | $0 | $282,415 | $18,883 | Yes (X) | |||
| TAMMY SCARBOROUGH | |||||||||
| COO SUMMA HEALTH MEDICAL GROUP | 46.00 | 4.00 | $0 | $336,914 | $15,716 | Yes (X) | |||
| ERIK STEELE DO | |||||||||
| CMO SHS (END 6/2016) | 46.00 | 4.00 | $0 | $740,597 | $19,010 | Yes (X) | |||
| MATTHEW WAYNE MD | |||||||||
| CMO SUMMA HEALTH MEDICAL GROUP | 50.00 | $381,119 | $0 | $6,878 | Yes (X) | ||||
| MARK POZSGAY DO | |||||||||
| CLINICAL PHYSICIAN - SHMG | 50.00 | $1,119,725 | $0 | $29,874 | Yes (X) | ||||
| JOHN G ZOGRAFAKIS MD | |||||||||
| CLINICAL PHYSICIAN - SHMG | 50.00 | $900,718 | $0 | $34,806 | Yes (X) | ||||
| ERIC A ESPINAL MD | |||||||||
| CLINICAL PHYSICIAN - SHMG | 50.00 | $1,108,464 | $0 | $33,260 | Yes (X) | ||||
| ANAND B DESAI MD | |||||||||
| CLINICAL PHYSICIAN - SHMG | 50.00 | $952,908 | $0 | $30,394 | Yes (X) | ||||
| TIFFANY D MARCHAND MD | |||||||||
| CLINICAL PHYSICIAN - SHMG | 50.00 | $864,658 | $0 | $16,291 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,941,630 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,086,396 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $468,974 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 409 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $759,558 | FundraisingAmt |
| Related Organizations | $4,560 | RelatedOrganizationsAmt |
| Government Grants | $1,026,119 | GovernmentGrantsAmt |
| All Other Contributions | $658,959 | AllOtherContributionsAmt |
| Noncash Contributions | $374,548 | NoncashContributionsAmt |
| Total Contributions | $2,449,196 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| NET PATIENT REVENUE LESS BAD DEBT | 621110 | $916,854,915 | $916,494,321 | $360,594 |
| PROGRAM RELATED INVESTMENTS | 900099 | $9,140,536 | $8,577,180 | $563,356 |
| REFERENCE LAB | 621500 | $5,971,716 | $5,971,716 | |
| RENTAL INCOME FROM AFFILIATES | 900099 | $4,693,887 | $4,693,887 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,771,929 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,771,929 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $989,432,983 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,013,268 | TotalRevenueColumnAmt |
| Exclusion | $1,013,268 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$38,878 | TotalRevenueColumnAmt |
| Exclusion | -$38,878 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,727,090 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,698,254 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,028,836 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,028,836 | TotalRevenueColumnAmt |
| Exclusion | $1,028,836 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,085,070 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,252,040 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,833,030 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,833,030 | TotalRevenueColumnAmt |
| Exclusion | $3,833,030 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $140,440 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $759,558 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $285,923 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$145,483 | TotalRevenueColumnAmt |
| Exclusion | -$145,483 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CAFETERIA SALES | 722210 | $5,014,801 | $654,411 | $4,360,390 |
| PURCHASING REBATES | 900099 | $2,964,972 | $2,964,972 | |
| PARKING | 812930 | $1,661,002 | $1,661,002 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,312,199 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $933,501 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,378,698 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,952,974 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,014,525,926 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $982,537,317 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,483,578 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,055,835 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,401 | TotalAmt |
| Program Services | $204,401 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,799 | TotalAmt |
| Program Services | $41,799 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,174,990 | TotalAmt |
| Program Services | $1,824,817 | ProgramServicesAmt |
| Management And General | $350,173 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,793 | TotalAmt |
| Program Services | $27,793 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,834,454 | TotalAmt |
| Program Services | $316,784,313 | ProgramServicesAmt |
| Management And General | $60,789,362 | ManagementAndGeneralAmt |
| Fundraising | $2,260,779 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,885,418 | TotalAmt |
| Program Services | $5,776,866 | ProgramServicesAmt |
| Management And General | $1,108,552 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,567,045 | TotalAmt |
| Program Services | $35,373,179 | ProgramServicesAmt |
| Management And General | $6,787,940 | ManagementAndGeneralAmt |
| Fundraising | $405,926 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,864,097 | TotalAmt |
| Program Services | $20,860,977 | ProgramServicesAmt |
| Management And General | $4,003,120 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,258,547 | TotalAmt |
| Program Services | $1,894,921 | ProgramServicesAmt |
| Management And General | $363,626 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,489 | TotalAmt |
| Management And General | $277,489 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,979 | TotalAmt |
| Management And General | $4,979 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,590,051 | TotalAmt |
| Program Services | $65,371,761 | ProgramServicesAmt |
| Management And General | $26,180,469 | ManagementAndGeneralAmt |
| Fundraising | $37,821 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,378 | TotalAmt |
| Program Services | $207,936 | ProgramServicesAmt |
| Management And General | $39,902 | ManagementAndGeneralAmt |
| Fundraising | $540 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,343,215 | TotalAmt |
| Program Services | $10,294,501 | ProgramServicesAmt |
| Management And General | $1,975,465 | ManagementAndGeneralAmt |
| Fundraising | $73,249 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,714,297 | TotalAmt |
| Program Services | $1,384,247 | ProgramServicesAmt |
| Management And General | $265,630 | ManagementAndGeneralAmt |
| Fundraising | $64,420 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,610,694 | TotalAmt |
| Program Services | $13,097,372 | ProgramServicesAmt |
| Management And General | $2,513,322 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,392,967 | TotalAmt |
| Program Services | $1,161,234 | ProgramServicesAmt |
| Management And General | $222,835 | ManagementAndGeneralAmt |
| Fundraising | $8,898 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,322,996 | TotalAmt |
| Program Services | $1,108,920 | ProgramServicesAmt |
| Management And General | $212,796 | ManagementAndGeneralAmt |
| Fundraising | $1,280 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,028,838 | TotalAmt |
| Program Services | $11,770,195 | ProgramServicesAmt |
| Management And General | $2,258,643 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,533,949 | TotalAmt |
| Program Services | $38,202,983 | ProgramServicesAmt |
| Management And General | $7,330,966 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,929 | TotalAmt |
| Program Services | $486,560 | ProgramServicesAmt |
| Management And General | $93,369 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $150,596,089 | $150,588,815 | $7,274 | |
| MANAGEMENT FEES | $128,058,997 | $107,441,498 | $20,617,499 | |
| SHMG PRACTICE SUPPORT | $34,174,477 | $28,672,386 | $5,502,091 | |
| TAXES | $864,033 | $724,924 | $139,109 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,989,418 | TotalAmt |
| Program Services | $29,060,835 | ProgramServicesAmt |
| Management And General | $5,576,634 | ManagementAndGeneralAmt |
| Fundraising | $351,949 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $992,189,340 | TotalAmt |
| Program Services | $842,363,233 | ProgramServicesAmt |
| Management And General | $146,613,971 | ManagementAndGeneralAmt |
| Fundraising | $3,212,136 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,309 | BOYAmt |
| EOY | $107,155 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,098,262 | BOYAmt |
| EOY | $411,735,118 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,720,160 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,756,363 | BOYAmt |
| EOY | $142,106,435 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,451,568 | BOYAmt |
| EOY | $3,492,773 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,012,611 | BOYAmt |
| EOY | $12,500,792 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,351,869 | BOYAmt |
| EOY | $7,584,082 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,218,107,802 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $812,934,868 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,791,226 | BOYAmt |
| EOY | $405,172,934 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,850,601 | BOYAmt |
| EOY | $70,571,814 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,937,471 | BOYAmt |
| EOY | $12,295,574 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,370,447 | BOYAmt |
| EOY | $39,752,531 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,228,740 | BOYAmt |
| EOY | $2,228,740 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,083,871 | BOYAmt |
| EOY | $64,369,557 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,139,746,498 | BOYAmt |
| EOY | $1,171,917,505 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,946,402 | BOYAmt |
| EOY | $77,708,308 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,535,914 | BOYAmt |
| EOY | $1,830,076 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,662,903 | BOYAmt |
| EOY | $474,491,066 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,730,010 | BOYAmt |
| EOY | $234,924,140 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $672,875,229 | BOYAmt |
| EOY | $788,953,590 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,063,212 | BOYAmt |
| EOY | $382,588,725 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,717,317 | BOYAmt |
| EOY | $8,389 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,090,740 | BOYAmt |
| EOY | $366,801 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,871,269 | BOYAmt |
| EOY | $382,963,915 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,139,746,498 | BOYAmt |
| EOY | $1,171,917,505 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $22,336,586 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,258,437 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$100,985,503 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMA HEALTH SYSTEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714755 | EIN |
| Organization Type | 3 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,122,826 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,808,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,525,120 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,313,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,438,055 | CurrentTaxYearAmt |
| Total | $28,208,123 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,122,826 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,808,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,525,120 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,313,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,438,055 | CurrentTaxYearAmt |
| Total | $28,208,123 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,703,161 | SubstantialContributorsTotAmt |
| Public Support Total170 | $25,504,962 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,814,584 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,047,164 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $236,286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $212,488 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,245 | CurrentTaxYearAmt |
| Total | $3,408,767 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,616,890 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,348,164 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79820 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART I, LINE 3, 7, 12: | SUMMA HEALTH SYSTEM, EIN 34-0714755, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS AS A HOSPITAL ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(III). SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP (SHMG), EIN 34-1790929, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS SECTION 509(A)(3) TYPE III FUNCTIONALLY INTEGRATED AND MUST COMPLETE SCHEDULE A, PART IV, SECTIONS A, D, AND E. THE NUMBER OF SUPPORTING ORGANIZATIONS FOR LINE 12F IS 1. THE SUPPORTED ORGAIZATION 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: PUBLIC SUPPORT PERCENTAGE FOR 2016, SCHEDULE A, PART II, LINE 14 IS 80.67% PUBLIC SUPPORT PERCENTAGE FOR 2015, SCHEDULE A, PART II, LINE 15 IS 79.82% |
| 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: | 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 YES. SUMMA BARBERTON CITIZENS HOSPITAL, EIN 26-1375072, WAS REMOVED BECAUSE THE ORGANIZATION MERGED OUT OF EXISTENCE WITH THE SURVIVING ENTITY BEING SUMMA HEALTH SYSTEM, EIN 34-0714755, WHICH CONTINUES TO BE LISTED AS A SUPPORTED ORGANIZATION. THE MERGER WAS CONDUCTED UNDER THE AUTHORITY OF THE OHIO REVISED CODE. |
| 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 HOSPITALS 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 HOSPITALS LISTED IN PART I LINE 12G MEET COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIAN SERVICES, THE IMPORTANT RELATIONSHIPS BETWEEN THE TWO SUPPORTED HOSPITALS AND THEIR PHYSICIANS WOULD HAVE TO BE MANAGED BY EACH HOSPITAL INDIVIDUALLY. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $4,979 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $4,979 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT ON LINE 1(F) REPRESENTS THE PORTION OF ANNUAL DUES TO ORGANIZATIONS SUCH AS AHA AND OHA ALLOCABLE TO LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,720,810 | BeginningYearBalanceAmt |
| Contributions | $66,105 | ContributionsAmt |
| Investment Earnings Or Losses | $651,021 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $20,437,936 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,966,435 | BeginningYearBalanceAmt |
| Contributions | $313,575 | ContributionsAmt |
| Investment Earnings Or Losses | -$559,200 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $19,720,810 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,564,267 | BeginningYearBalanceAmt |
| Contributions | $1,927,170 | ContributionsAmt |
| Investment Earnings Or Losses | $474,998 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $19,966,435 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,730,854 | BeginningYearBalanceAmt |
| Contributions | $70,706 | ContributionsAmt |
| Investment Earnings Or Losses | $762,707 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $17,564,267 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,896,470 | BeginningYearBalanceAmt |
| Contributions | $347,618 | ContributionsAmt |
| Investment Earnings Or Losses | $486,766 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $16,730,854 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,644,404 | OtherCostOrOtherBasisAmt |
| Book Value | $71,644,404 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $665,252,173 | OtherCostOrOtherBasisAmt |
| Depreciation | $438,172,995 | DepreciationAmt |
| Book Value | $227,079,178 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,248,767 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,320,829 | DepreciationAmt |
| Book Value | $1,927,938 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $451,824,435 | OtherCostOrOtherBasisAmt |
| Depreciation | $351,914,333 | DepreciationAmt |
| Book Value | $99,910,102 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,138,023 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,526,711 | DepreciationAmt |
| Book Value | $4,611,312 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $405,172,934 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED PENSION & COMP | $289,787 |
| NON-PERF ASSET AIR RIGHTS | $491,870 |
| OTHER ACCOUNTS RECEIVABLE | $69,321 |
| BENEFICIAL INTEREST IN PROPERTY | $3,036,179 |
| DUE FROM RELATED ORGANIZATIONS | $60,482,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $64,369,557 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE ESCALATION LIABILITY | $258,575 |
| CAPITAL LEASE OBLIGATIONS | $24,621,195 |
| ASSET RETIREMENT OBLIGATION FI | $2,652,880 |
| INTEREST RATE SWAP | $11,940,639 |
| POST RETIREMENT BENEFITS | $905,008 |
| CONTINGENT LIABILITIES | $490,082 |
| MALPRACTICE LIABILITY | $11,717,550 |
| UNSECURED PAYABLES | $177,672,598 |
| PURCHASE OPTION LIABILITY | $4,665,613 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $234,924,140 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS PROVIDE INCOME TO BE USED TO FULFILL THE TAX-EXEMPT PURPOSES OF SUMMA FOUNDATION. |
| PART X, LINE 2: | SUMMA 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 CORPORATION ("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 (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 1 | 0 | PROGRAM SERVICES | SELF INSURANCE | $10,043,592 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $247,093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $10,290,685 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $10,290,685 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | CENTRAL AMERICAN AND THE CARIBBEAN: ACCRUAL |
| PART I, LINE 3(F): | EXPENDITURES: INSURANCE PREMIUMS PAID $10,043,592 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $679,952 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $589,012 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $90,940 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $440 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $107,151 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $75,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,325 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $220,046 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $170,546 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $49,500 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $17,303 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $96 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $26,167 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $47,431 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $9,010 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $899,998 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $759,558 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $140,440 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $17,743 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $107,247 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $26,167 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $122,431 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,335 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $285,923 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$145,483 | NetIncomeSummaryAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $32,286,061 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $22,206,367 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,079,694 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00960 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $158,193,760 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $135,277,942 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $22,915,818 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02170 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $190,479,821 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $157,484,309 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $32,995,512 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03130 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,311,432 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $116,975 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,194,457 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00400 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $40,807,543 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $13,111,023 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $27,696,520 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02630 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $27,282,472 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $27,282,472 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02590 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,727,336 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $883,485 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,843,851 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00650 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,315,629 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,315,629 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00120 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $81,444,412 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $14,111,483 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $67,332,929 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06390 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $271,924,233 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $171,595,792 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $100,328,441 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.09520 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $16,666 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $16,666 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $873 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $873 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $17,539 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $17,539 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $15,509,000 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $193,003,795 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $196,322,948 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$3,319,153 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Ofcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|---|
| 1 SUMMA WESTERN RESERVE HOSPITAL LLC | |||
| GENERAL HOSPITAL | 0.40000 | 0.00000 | 0.60000 |
| 3 DIGESTIVE HEALTH CENTER LLC | |||
| DIGESTIVE DISEASE | 0.05000 | 0.00000 | 0.44000 |
| 4 MEDINA-SUMMIT ASC LLC | |||
| AMBULATORY SURGERY CENTER | 0.20000 | 0.00000 | 0.70000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 3 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (3 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Research FacilityResearchFacilityInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd | OtherOtherDesc |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUMMA HEALTH SYSTEM | |||||||||||||
| 1 | 525 EAST MARKET STREET | AKRON | OH | 44304 | WWW.SUMMAHEALTH.ORG | 1275 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A | |
| SUMMA WESTERN RESERVE HOSPITAL LLC | |||||||||||||
| 3 | 1900 23RD STREET | CUYAHOGA FALLS | OH | 44223 | WWW.WESTERNRESERVEHOSPITAL.ORG | 1280 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A | ||
| SUMMA REHAB HOSPITAL LLC | |||||||||||||
| 4 | 29 NORTH ADAMS STREET | AKRON | OH | 44304 | WWW.SUMMAREHABHOSPITAL.COM | 1503 | Yes (X) | Yes (X) | B | REHABILITATION | |||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (2 entries)
| First Licensed CY Or PYFirstLicensedCYOrPYInd | Tax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYInd | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Prior CHNA ImpactPriorCHNAImpactInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Conducted With Non FcltsCHNAConductedWithNonFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Paper Copy Public InspectionPaperCopyPublicInspectionInd | Implementation Strategy AdoptImplementationStrategyAdoptInd | Implementation Strategy AdptImplementationStrategyAdptYr | Strategy Posted WebsiteStrategyPostedWebsiteInd | Strategy Website URLStrategyWebsiteURLTxt | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Medical Indigency CriteriaMedicalIndigencyCriteriaInd | Insurance Status CriteriaInsuranceStatusCriteriaInd | Underinsurance Stat CriteriaUnderinsuranceStatCriteriaInd | Residency CriteriaResidencyCriteriaInd | Explained BasisExplainedBasisInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Described InfoDescribedInfoInd | Described Suprt DocDescribedSuprtDocInd | Provided Hospital ContactProvidedHospitalContactInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | FAP Available On WebsiteFAPAvailableOnWebsiteInd | FAP Available On Website URLFAPAvailableOnWebsiteURLTxt | FAP App Available On WebsiteFAPAppAvailableOnWebsiteInd | FAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxt | FAP Summary On WebsiteFAPSummaryOnWebsiteInd | FAP Summary On Website URLFAPSummaryOnWebsiteURLTxt | FAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeInd | FAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgInd | FAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgInd | Notified FAP Copy Bill DisplayNotifiedFAPCopyBillDisplayInd | Communtity Notified FAPCommuntityNotifiedFAPInd | FAP TranslatedFAPTranslatedInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Permit No ActionsPermitNoActionsInd | Collection ActivitiesCollectionActivitiesInd | Provided Written NoticeProvidedWrittenNoticeInd | Made Effort Orally NotifyMadeEffortOrallyNotifyInd | Processed FAP ApplicationProcessedFAPApplicationInd | Made Presumptive Elig DetermMadePresumptiveEligDetermInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Look Back Medicare PrivateLookBackMedicarePrivateInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd | No Emergency CareNoEmergencyCareInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FACILITY REPORTING GROUP - A | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 0 | 0 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 16 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (X) | SEE SUPPLEMENTAL INFORMATION | Yes (X) | Yes (1) | 13 | Yes (1) | SEE SUPPLEMENTAL INFORMATION | 0 | Yes (1) | Yes (X) | 200.000000000000 | 400.000000000000 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | SEE ATTACHED SUPPLEMENTAL INFORMATION | Yes (X) | SEE ATTACHED SUPPLEMENTAL INFORMATION | Yes (X) | SEE ATTACHED SUPPLEMENTAL INFORMATION | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | 0 | |
| FACILITY REPORTING GROUP - B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 0 | 0 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 16 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (X) | SEE SUPPLEMENTAL INFORMATION | Yes (X) | Yes (1) | 13 | Yes (1) | SEE SUPPLEMENTAL INFORMATION | 0 | Yes (1) | Yes (X) | 200.000000000000 | 400.000000000000 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | SEE ATTACHED SUPPLEMENTAL INFORMATION | Yes (X) | SEE ATTACHED SUPPLEMENTAL INFORMATION | Yes (X) | SEE ATTACHED SUPPLEMENTAL INFORMATION | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (X) | 0 | Yes (X) | 0 | 0 | Yes (X) | |||
Supplemental Information SupplementalInformationGrp (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, SECTION B, LINE 7A FACILITY REPORTING GROUP A & B | GROUP A: HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2016GROUP B:HTTP://WWW.SUMMAREHABHOSPITAL.COM/SUPPORT_GROUPS.ASPX |
| PART V, SECTION B, LINE 10A FACILITY REPORTING GROUP A & B | GROUP A:HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESSMENTS/COMMUNITYNEEDSASSESSMENT2013-2016GROUP B:HTTP://WWW.SUMMAREHABHOSPITAL.COM/SUPPORT_GROUPS.ASPX |
| PART V SECTION B LINE 16A: FACILITY REPORTING GROUP A & B | GROUP A: HTTPS://WWW.SUMMAHEALTH.ORG/PATIENTVISITOR/INSURANCEANDBILLING/ FINANCIALASSISTANCEPOLICYGROUP B: HTTP://WWW.SUMMAREHABHOSPITAL.COM/INPATIENT_SERVICES/FINANCIAL_ASSISTANCE_POLICY.ASPX |
| PART V SECTION B LINE 16B FACILITY REPORTING GROUP A & B | GROUP A:HTTP://WWW.SUMMAHEALTH.ORG/PATIENTVISITOR/INSURANCEANDBILLING/ FINANCIALASSISTANCEPOLICYGROUP B:HTTP://WWW.SUMMAREHABHOSPITAL.COM/INPATIENT_SERVICES/FINANCIAL_ASSISTANCE_POLICY.ASPX |
| PART V SECTION B LINE 16C FACILITY REPORTING GROUP A & B | GROUP A:HTTPS://WWW.SUMMAHEALTH.ORG/PATIENTVISITOR/INSURANCEANDBILLING/PLAINLANGUAGEFINANCIALASSISTANCEPOLICYGROUP B:HTTP://WWW.SUMMAREHABHOSPITAL.COM/INPATIENT_SERVICES/FINANCIAL_ASSISTANCE_POLICY.ASPX |
| PART V, SECTION B | FACILITY 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 CETNER 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 B | FACILITY 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 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 - 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 20 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - SUMMA HEALTH WADSWORTH-RITTMAN MEDICAL C | ||||
| 195 WADSWORTH ROAD | WADSWORTH | OH | 44281 | OUTPATIENT SERVICES |
| 2 - SUMMA HEALTH MEDINA MEDICAL CENTER | ||||
| 3780 MEDINA ROAD | MEDINA | OH | 44256 | LAB, IMAGING, THERAPY, SLEEP MEDICINE, RADIATION ONCOLOGY & OUTPATIENT SURGE |
| 3 - SUMMA HEALTH AT GREEN FAMILY YMCA | ||||
| 3838 MASSILLON ROAD | UNIONTOWN | OH | 44685 | LAB, IMAGING, REHABILITATION, THERAPY AND OTHER HEALTH SERVICES. |
| 4 - SUMMA HEALTH WHITE POND MEDICAL CENTER | ||||
| 1 PARK WEST BLVD STE 130 | AKRON | OH | 44320 | LAB, IMAGING, AND OTHER SPECIALTY HEALTH PROGRAMS. |
| 5 - SUMMA HEALTH HUDSON MEDICAL CENTER | ||||
| 5655 HUDSON DRIVE STE 200 | HUDSON | OH | 44236 | LAB, IMAGING, REHABILITATION, WOUND CARE & SPORTS MEDICINE |
| 6 - SUMMA HEALTH NEUROSCIENCE CENTER | ||||
| 701 WHITE POND DR STE 210 | AKRON | OH | 44320 | NEUROLOGY SERVICES |
| 7 - SUMMA HEALTH GREEN MEDICAL CENTER | ||||
| 1835 FRANKS PARKWAY | UNIONTOWN | OH | 44685 | LAB, IMAGING, AND OTHER SPECIALTY HEALTH PROGRAMS. |
| 8 - SUMMA HEALTH HOME INFUSION | ||||
| 2743 GILCHRIST ROAD STE 200 | AKRON | OH | 44305 | HOME CARE & INFUSION SERVICES |
| 9 - SUMMA HEALTH CENTER AT GREEN - SLEEP LAB | ||||
| 1700 BOETTLER ROAD STE 215 | UNIONTOWN | OH | 44685 | SLEEP AND NEUROLOGY SERVICES |
| 10 - SUMMA HEALTH THERAPY AT ANNA DEAN PROFES | ||||
| 28 CONSERVATORY DR STE A | BARBERTON | OH | 44203 | OUTPATIENT REHAB AND THERAPY |
| 11 - SUMMA HEALTH CUYAHOGA FALLS MEDICAL CENT | ||||
| 1860 STATE ROAD | CUYAHOGA FALLS | OH | 44223 | LAB AND IMAGING SERVICES |
| 12 - SUMMA HEALTH AT WADSWORTH COMMUNITY CENT | ||||
| 621 SCHOOL DRIVE | WADSWORTH | OH | 44281 | IMAGING, REHABILITATION, AND ORTHOPAEDIC SPORTS MEDICINE |
| 13 - SUMMA HEALTH THERAPY AT SHAW JEWISH COMM | ||||
| 750 WHITE POND DR STE 500 | AKRON | OH | 44320 | OCCUPATIONAL & REHAB SERVICES |
| 14 - SUMMA HEALTH THERAPY AT TALLMADGE RECREA | ||||
| 46 NORTH MUNROE ROAD | TALLMADGE | OH | 44278 | PHYSICAL THERAPY AND SPORTS HEALTH |
| 15 - SUMMA HEALTH WELLNESS CENTER | ||||
| 5625 HUDSON DRIVE | HUDSON | OH | 44236 | MEDICAL-BASED FITNESS PROGRAMS REHABILITATION & THERAPY |
| 16 - SUMMA HEALTH THERAPY AT LAKE ANNA YMCA | ||||
| 500 WEST HOPOCAN AVENUE | BARBERTON | OH | 44203 | THERAPY, REHABILITATION, AND SPORTS MEDICINE |
| 17 - SUMMA HEALTH IGNATIA HALL SOUTH | ||||
| 3730 WHIPPLE AVE NW STE 5 | CANTON | OH | 44718 | OUTPATIENT ADDICTION MEDICINES |
| 18 - SUMMA HEALTH EQUITY CENTER | ||||
| 1493 S HAWKINS AVENUE | AKRON | OH | 44320 | CHRONIC DISEASE MANAGEMENT, HEALTH, NUTRITION, EXERCISE & EDUCATION SERVICES |
| 19 - SUMMA HEALTH THERAPY AT KOHL FAMILY YMCA | ||||
| 477 EAST MARKET ST STE 100 | AKRON | OH | 44304 | THERAPY, REHABILITATION, AND SPORTS MEDICINE |
| 20 - WESTERN RESERVE HOSPITAL THERAPY AT NATA | ||||
| 2345 4TH STREET | CUYAHOGA FALLS | OH | 44221 | ORTHOPAEDIC & SPORTS THERAPY |
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 6A: | NAME OF RELATED ORGANIZATION THAT PREPARED THE COMMUNITY BENEFIT REPORT:SUMMA HEALTH |
| PART I, LINE 7: | EXPLANATION OF COST METHODOLOGY USED FOR CALCULATING LINE 7 TABLE:COST OF FINANCIAL ASSISTANCE AT COST WAS CALCULATED WITH A COST TO CHARGE RATIO USING WORKSHEET 2. THE COST RELATED TO MEDICAID PATIENTS WAS DETERMINED USING SUMMA HEALTH'S COST ACCOUNTING SYSTEM. FOR SUBSIDIZED SERVICES SUMMA HEALTH'S COST ACCOUNTING SYSTEM IS USED TO DETERMINE COST RELATED TO SPECIFIC SERVICES EXCLUDING TRADITIONAL MEDICAID AND MEDICAID MANAGED CARE PATIENTS. COSTS FOR CHARITY AND BAD DEBT ACCOUNTS ARE DEDUCTED USING A RATIO OF COST TO CHARGE SPECIFIC TO THAT SUBSIDIZED SERVICE. COSTS FOR OTHER PROGRAMS REFLECT THE DIRECT AND INDIRECT COSTS OF PROVIDING THOSE PROGRAMS. |
| PART I, LINE 7G: | DESCRIBE SUBSIDIZED HEALTH SERVICE COSTS FROM PHYSICIAN CLINIC ON LINE 7G:THE AMOUNT OF SUBSIDIZED HEALTH SERVICES REPORTED ON LINE 7(G) ATTRIBUTABLE TO SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP IS $21,287,376. |
| 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. EACH STATEMENT SENT TO THE PATIENT CONTAINS AN EXPLANATION OF THE FREE CARE PROGRAM AS WELL AS AN APPLICATION ON THE BACK SIDE OF THE STATEMENT. |
| 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 2016, 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 MEICAL GROUP ("SHMG")) IS A MULTI-SPECIALTY PHYSICIAN PRACTICE. EMPLOYING CLOSE TO 300 PHYSICIANS IN MULTIPLE SPECIALTIES. SPI 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 & B | STATE FILING OF COMMUNITY BENEFIT REPORT:THE STATE OF OHIO DOES NOT REQUIRE THE FILING OF THE COMMUNITY BENEFIT REPORT FOR 2016. HOWEVER, INFORMATION FROM THE COMMUNITY BENEFIT REPORT IS SHARED ANNUALLY WITH THE OHIO HOSPITAL ASSOCIATION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AKRON CANTON REGIONAL FOOD BANK | |||||||
| 350 OPPORTUNITY PARKWAY | AKRON | OH | 443072234 | 311369388 | 501(C)(3) | $10,000 | MISSION SUPPORT |
| AMERICAN HEART ASSOCIATION | |||||||
| 3505 EMBASSY PARKWAY STE 100 | AKRON | OH | 44333 | 135613797 | 501(C)(3) | $103,000 | RESEARCH AND EDUCATION |
| CITY OF AKRON | |||||||
| 166 SOUTH HIGH STREET | AKRON | OH | 44308 | 346000020 | GOVERNMENTAL | $10,000 | COMMUNITY EVENT |
| THE UNIVERSITY OF AKRON | |||||||
| 302 BUCHTEL COMMON | AKRON | OH | 44301 | 346002924 | GOVERNMENTAL | $7,900 | EDUCATIONAL |
| AKRON URBAN LEAGUE | |||||||
| 440 VERNON ODOM BLVD | AKRON | OH | 44307 | 340714520 | 501(C)(3) | $11,000 | SCHOLARSHIP PROGRAM |
| SUSAN G KOMEN FOR THE CURE | |||||||
| 26210 EMERY ROAD | CLEVELAND | OH | 44128 | 751835298 | 501(C)(3) | $13,500 | CANCER WELLNESS SUPPORT |
| AKRON COMMUNITY FOUNDATION | |||||||
| 345 WEST CEDAR STREET | AKRON | OH | 44307 | 341087615 | 501(C)(3) | $9,000 | MISSION SUPPORT |
| STEWARTS CARING PLACE | |||||||
| 2955 WEST MARKET STREET | AKRON | OH | 44333 | 200181338 | 501(C)(3) | $10,000 | MISSION SUPPORT |
| AMERICAN CANCER SOCIETY | |||||||
| 525 NORTH BROAD STREET | CANFIELD | OH | 44406 | 251798733 | 501(C)(3) | $20,000 | CANCER RESEARCH |
| STEPHEN A COMUNALE JR FAMILY CANCER FOUNDATION | |||||||
| PO BOX 13805 | AKRON | OH | 44334 | 204345267 | 501(C)(3) | $10,000 | CANCER WELLNESS SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SUMMASHARES | 15 | $15,442 |
| DIABETES PROGRAM | 12 | $6,421 |
| MAMMOGRAM SCREENS | 67 | $19,936 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IS BASED ON THE CRITERIA ESTABLISHED PRIOR TO AWARDING THE GRANT OR ASSISTANCE. ONCE THE CRITERIA IS MET A PAYMENT WILL BE MADE TO THE ORGANIZATION UTILIZING THE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS MALONE MD | ||||||||||||||
| CEO SHS, DIRECTOR SHS & SF | $0 | $860,236 | $0 | $452,933 | $0 | $225,751 | $0 | $5,300 | $0 | $16,954 | $0 | $1,561,174 | $0 | $0 |
| VIVIAN VON GRUENIGEN MD | ||||||||||||||
| DIRECTOR SHS | $0 | $447,083 | $0 | $699 | $0 | $56,066 | $0 | $3,130 | $0 | $15,357 | $0 | $522,335 | $0 | $0 |
| MICHAEL HUGHES MD | ||||||||||||||
| DIRECTOR SHS(END 4/2016) | $0 | $538,961 | $0 | $45,845 | $0 | $42,076 | $0 | $7,950 | $0 | $16,036 | $0 | $650,868 | $0 | $0 |
| PHYLIS FERRARA | ||||||||||||||
| PRESIDENT & CDO, SF | $297,988 | $0 | $121,921 | $0 | $85,226 | $0 | $9,275 | $0 | $9,747 | $0 | $524,157 | $0 | $0 | $0 |
| LYDIA COOK MD | ||||||||||||||
| PRESIDENT SUMMA HEALTH MEDICAL GROUP | $362,816 | $0 | $23,357 | $0 | $83,828 | $0 | $723 | $0 | $9,517 | $0 | $480,241 | $0 | $0 | $0 |
| BRIAN DERRICK | ||||||||||||||
| SVP CFO, TR. SHS, ASST. TR. SF&SHMG | $0 | $550,023 | $0 | $364,461 | $0 | $147,084 | $0 | $6,836 | $0 | $23,178 | $0 | $1,091,582 | $0 | $0 |
| ROBERT A GERBERRY | ||||||||||||||
| SECRETARY/SR VP GENERAL COUNSEL | $0 | $336,156 | $0 | $145,236 | $0 | $92,031 | $0 | $4,846 | $0 | $3,076 | $0 | $581,345 | $0 | $0 |
| VALERIE GIBSON RN | ||||||||||||||
| PRESIDENT SHS, COO | $0 | $505,440 | $0 | $186,400 | $0 | $142,533 | $0 | $7,950 | $0 | $27,611 | $0 | $869,934 | $0 | $0 |
| THOMAS P O'NEILL | ||||||||||||||
| VP, CFO SHS, ASSISTANT TREASURER SHS | $0 | $327,112 | $0 | $109,370 | $0 | $93,987 | $0 | $9,275 | $0 | $9,309 | $0 | $549,053 | $0 | $0 |
| JASON NIEHAUS | ||||||||||||||
| SVP HOSP. OPS & SITE ADMIN (END 7/16 | $0 | $228,968 | $0 | $143,379 | $0 | $45,825 | $0 | $6,563 | $0 | $12,417 | $0 | $437,152 | $0 | $0 |
| MARY WARD | ||||||||||||||
| SR VP CNO SHS | $0 | $374,220 | $0 | $155,952 | $0 | $108,643 | $0 | $7,950 | $0 | $1,910 | $0 | $648,675 | $0 | $0 |
| KATHLEEN JOBE | ||||||||||||||
| CNO SHS (END 9/2016) | $164,862 | $0 | $39,438 | $0 | $7,815 | $0 | $7,225 | $0 | $10,044 | $0 | $229,384 | $0 | $0 | $0 |
| DAVID CUSTODIO MD | ||||||||||||||
| CMO SHS | $351,617 | $0 | $67,133 | $0 | $8,037 | $0 | $9,275 | $0 | $22,408 | $0 | $458,470 | $0 | $0 | $0 |
| CYNTHIA KELLEY DO | ||||||||||||||
| VP MED ED & CHF ACADE. OFFICER SHS | $0 | $276,202 | $0 | $0 | $0 | $6,213 | $0 | $1,084 | $0 | $17,799 | $0 | $301,298 | $0 | $0 |
| TAMMY SCARBOROUGH | ||||||||||||||
| COO SUMMA HEALTH MEDICAL GROUP | $0 | $240,685 | $0 | $63,274 | $0 | $32,955 | $0 | $6,813 | $0 | $8,903 | $0 | $352,630 | $0 | $0 |
| ERIK STEELE DO | ||||||||||||||
| CMO SHS (END 6/2016) | $0 | $332,291 | $0 | $341,133 | $0 | $67,173 | $0 | $7,950 | $0 | $11,060 | $0 | $759,607 | $0 | $0 |
| MATTHEW WAYNE MD | ||||||||||||||
| CMO SUMMA HEALTH MEDICAL GROUP | $320,154 | $0 | $33,516 | $0 | $27,449 | $0 | $3,204 | $0 | $3,674 | $0 | $387,997 | $0 | $0 | $0 |
| MARK POZSGAY DO | ||||||||||||||
| CLINICAL PHYSICIAN - SHMG | $953,338 | $0 | $165,217 | $0 | $1,170 | $0 | $7,518 | $0 | $22,356 | $0 | $1,149,599 | $0 | $0 | $0 |
| JOHN G ZOGRAFAKIS MD | ||||||||||||||
| CLINICAL PHYSICIAN - SHMG | $763,761 | $0 | $135,607 | $0 | $1,350 | $0 | $9,275 | $0 | $25,531 | $0 | $935,524 | $0 | $0 | $0 |
| ERIC A ESPINAL MD | ||||||||||||||
| CLINICAL PHYSICIAN - SHMG | $861,157 | $0 | $246,857 | $0 | $450 | $0 | $2,826 | $0 | $30,434 | $0 | $1,141,724 | $0 | $0 | $0 |
| ANAND B DESAI MD | ||||||||||||||
| CLINICAL PHYSICIAN - SHMG | $659,013 | $0 | $292,125 | $0 | $1,770 | $0 | $3,975 | $0 | $26,419 | $0 | $983,302 | $0 | $0 | $0 |
| TIFFANY D MARCHAND MD | ||||||||||||||
| CLINICAL PHYSICIAN - SHMG | $613,168 | $0 | $250,320 | $0 | $1,170 | $0 | $6,677 | $0 | $9,614 | $0 | $880,949 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: SUMMA HEALTH SYSTEM GROSSED UP TAXES FOR SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAMS PAID TO ONE DIRECTOR, EIGHT OFFICERS, AND FIVE KEY EMPLOYEES. THE AMOUNT OF THE GROSS UP IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: SOCIAL CLUB DUES WERE PAID ON BEHALF OF ONE OFFICER. ANY PERSONAL USE IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION. |
| PART I, LINE 3 | ARRANGEMENTS USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: THE COMPENSATION OF THE PRESIDENT AND CEO IS ESTABLISHED BY SUMMA HEALTH, THE RELATED PARENT ORGANIZATION FOR ALL MEMBERS IN THE SUMMA HEALTH SYSTEM GROUP RETURN. SUMMA HEALTH HAS A COMPENSATION COMMITTEE THAT USES AN INDEPENDENT COMPENSATION CONSULTANT, MARKET SURVEYS, AND AN ANNUAL REVIEW PROCESS TO ESTABLISH COMPENSATION FOR THE POSITION OF PRESIDENT AND CEO. |
| PART I, LINE 7 | NON-FIXED PAYMENTS: THE SUMMA HEALTH SYSTEM MANAGEMENT INCENTIVE PROGRAM IS DESIGNED TO REWARD EMPLOYEES FOR MEETING QUALITY, PERFORMANCE AND FINANCIAL TARGETS. THESE TARGETS INCLUDE CLINICAL QUALITY, PATIENT SATISFACTION, EMPLOYEE/PHYSICIAN SATISFACTION, OPERATING MARGIN, AND THE STRENGTHENING OF THE BALANCE SHEET. PAYMENT IS BASED ON A FACTOR OF BASE COMPENSATION AND IS SUBJECT TO REVIEW AND APPROVAL BY SUMMA'S COMPENSATION COMMITTEE. |
| FORM 990 PART VII, SECTION A, LINE 5 INFORMATION | PERSON RECEIVING COMPENSATION FROM AN UNRELATED ORGANIZATION FOR SERVICES RENDERED TO THE ORGANIZATION: SUMMA HEALTH SYSTEM PAID HEALTHSPAN PARTNERS, AN UNRELATED ORGANIZATION, FOR A PORTION OF THE COMPENSATION LISTED ON FORM 990, PART VII AND SCHEDULE J, PART II, FOR LYDIA COOK. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | ||||||||
| A | 346849674 | 67756AY89 | 2010-05-11 | $180,125,341 | SEE PART VI | Yes (1) | 0 | 0 |
| AKRON BATH AND COPLEY JOINT TOWNSHIP HOSPITAL DISTRICT | ||||||||
| B | 341448680 | 2012-07-25 | $32,509,635 | SEE PART VI | 0 | 0 | 0 | |
| SEE SCHEDULE K PART VI | ||||||||
| C | 341448680 | 2014-10-02 | $145,250,000 | SEE PART VI | Yes (1) | 0 | 0 | |
| AKRON BATH AND COPLEY JT TWP HOSP DIST | ||||||||
| D | 341448680 | 009730NX6 | 2016-12-16 | $204,934,207 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $24,495,000 | $180,162,106 | $16,907,176 | $3,004,911 | $4,929,857 | $154,030,731 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | |||||
| B | $32,509,635 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | $11,590,681 | $32,509,635 | ||||||||
| C | $145,250,000 | $795,890 | 2008 | Yes (1) | 0 | Yes (1) | Yes (1) | $45,985,000 | $144,454,110 | |||||||
| D | $204,934,207 | $1,874,244 | $34,153,268 | Yes (1) | Yes (1) | 0 | Yes (1) | $76,157,754 | $26,625,195 | $277,015 | $65,846,732 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.01500 | 0.00100 | 0.01600 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.03500 | 0.00400 | 0.03900 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.04000 | 0.00000 | 0.04000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line2GICProviderName/BusinessNameLine2Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY & | |||||||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | COMPANY | 2.200000000000 | Yes (1) | 0 | Yes (1) | |||
| RBS CITIZENS BANK | |||||||||||||||
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 12.000000000000 | 0 | 0 | |||
| SEE SCHEDULE K VI | |||||||||||||||
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 20.000000000000 | 0 | 0 | |||
| (no name) | |||||||||||||||
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION DATE THE REBATE COMPUTATION WAS PERFORMED: 05/11/2013 |
| SCHEDULE K, PART I, LINE A, COLUMN (F) | OHIO HIGHER EDUCATIONAL FACILITY COMMISSION SERIES 2010 BONDS: THE PURPOSES OF THE SERIES 2010 BONDS WERE TO (1) CURRENTLY REFUND A TAXABLE LOAN TO SUMMA BARBERTON CITIZENS HOSPITAL UNDER A LINE OF CREDIT, THE PROCEEDS OF WHICH WERE USED TO ACQUIRE HOSPITAL FACILITIES, (2) CURRENTLY REFUND A TAXABLE LOAN TO SUMMA AKRON CITY AND ST. THOMAS HOSPITALS, THE PROCEEDS OF WHICH WERE USED FOR CERTAIN CAPITAL EXPENDITURES, (3) CONSTRUCT AND EQUIP HOSPITAL FACILITIES, (4) ACQUIRE, CONSTRUCT, AND EQUIP PARKING FACILITIES, NURSING FACILITIES, ADMINISTRATIVE FACILITIES, AMBULATORY CARE FACILITIES, AND MEDICAL EQUIPMENT, AND (5) PAY ISSUANCE COSTS. |
| SCHEDULE K, PART I, LINE B, COLUMN (F) | AKRON, BATH AND COPLEY JOINT TOWNSHIP HOSPITAL DISTRICT SERIES 2012 BONDS: THE PURPOSES OF THE SERIES 2012 BONDS WERE TO (1) CURRENTLY REFUND THE HOSPITAL FACILITIES REVENUE BONDS, SERIES 1998A ISSUED ON DECEMBER 23, 1998 IN THE ORIGINAL 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 BONDSISSUER NAME: THE 2014 BONDS CONSIST OF THE FOLLOWING THREE SERIES OF BONDS, WHICH ARE 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, (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, 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 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, SERIES 2014B, 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, AND (2) FUND CAPITALIZED INTEREST ON THE SERIES 2014B BONDS. THE PURPOSE OF THE DEVELOPMENT FINANCE AUTHORITY SERIES 2014 BONDS WAS TO CURRENTLY REFUND THE SERIES 2006 BONDS, WHICH WERE ISSUED TO (1) ACQUIRE A PROJECT SITE FOR AND CONSTRUCT AND EQUIP A WELLNESS INSTITUTE, AND (2) TO PAY ISSUANCE COSTS. |
| SCHEDULE K, PART I, LINE D, COLUMN (F) | AKRON, BATH AND COPLEY JOINT TOWNSHIP HOSPITAL DISTRICT SERIES 2016 BONDS: THE PURPOSE OF THE SERIES 2016 BONDS WAS TO (1) ACQUIRE, CONSTRUCT, IMPROVE, AND EQUIP CERTAIN HOSPITAL FACILITIES, (2) CURRENTLY REFUND ALL OF THE OUTSTANDING SERIES 2014B BONDS, (3) CURRENTLY REFUND ALL OF THE OUTSTANDING AKRON, BATH AND COPLEY JOINT TOWNSHIP HOSPITAL DISTRICT, OHIO HOSPITAL FACILITIES REVENUE BONDS, SERIES 2015 (SUMMA HEALTH OBLIGATED GROUP) ISSUED IN THE ORIGINAL PRINCIPAL AMOUNT OF $42,255,000, WHICH WERE ISSUED TO ACQUIRE, CONSTRUCT, IMPROVE, AND EQUIP CERTAIN HOSPITAL FACILITIES AND PAY ISSUANCE COSTS, AND (4) ADVANCE REFUND $24,495,000 OF THE OUTSTANDING PRINCIPAL AMOUNT OF THE SERIES 2010 BONDS. |
| SCHEDULE K, PART II, COLUMN A, LINE 3 | TOTAL PROCEEDS OF ISSUE - COLUMN A: THE DIFFERENCE BETWEEN THE TOTAL PROCEEDS OF THE ISSUE AND THE ISSUE PRICE PROVIDED IN PART I, LINE A, COL. (E) IS DUE TO INVESTMENT PROCEEDS OF THE ISSUE. |
| SCHEDULE K, PART II, COLUMN A, LINE 4 | TOTAL PROCEEDS OF ISSUE - COLUMN A A PORTION OF THE RESERVE FUND OF THIS ISSUE WAS DEPOSITED INTO AN ESCROW FUND IN CONNECTION WITH THE ADVANCE REFUNDING OF A PORTION OF THIS ISSUE WITH THE SERIES 2016 BONDS. |
| SCHEDULE K, PART IV, COLUMN C, LINE 4B | NAME OF HEDGE PROVIDER - COLUMN C: SERIES 2014A BONDS: GOLDMAN SACHS BANK USA. DEVELOPMENT FINANCE AUTHORITY SERIES 2014 BONDS: PNC BANK, NATIONAL ASSOCIATION |
| SCHEDULE K, PART IV, COLUMN C, LINE 4C | TERM OF HEDGE - COLUMN C: THE TERM OF THE HEDGE WITH GOLDMAN SACHS BANK USA IS 20 YEARS. THE TERM OF THE HEDGE WITH PNC BANK, NATIONAL ASSOCIATION IS 30 YEARS. |
| SCHEDULE K, PART IV, COLUMN A, LINE 2C | REBATE CALCULATION: THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 05/11/2013. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA BROWNING | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF NICHOLAS BROWNING, SUMMA HEALTH BOARD MEMBER. | RelationshipDescriptionTxt |
| Transaction | $18,310 | TransactionAmt |
| Transaction | EMPLOYMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $357,001 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,311 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EVENTS | 3 | $6,736 | REPLACEMENT COST |
| Yes (X) | EQUIPMENT | 1 | $500 | REPLACEMENT COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS: SECURITIES - PUBLICALLY TRADED: NUMBER OF CONTRIBUTIONS DRUGS AND MEDICAL SUPPLIES: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | INVESTMENTS, CONTRIBUTION RECEIVABLES, OTHER RECEIVABLES, LAND IMPROVEMENTS, AND BUILDINGS. | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2017-10-01 | DistributionDt |
| Fair Market Value Of Asset | $86,990,952 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | BOOK VALUE | MethodOfFMVDeterminationTxt |
| EIN | 341887844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMA HEALTH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1077 GORGE BLVD | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(C)(3) | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | 0 | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE N, PART II | FormAndLineReferenceDesc |
| Explanation | SIGNIFICANT DISPOSITION OF ASSETS: SUMMA FOUNDATION, EIN 34-1219001, A MEMBER OF THE SUMMA HEALTH GROUP RETURN, TRANSFERED ASSETS TO SUMMA HEALTH, EIN 34-1887844, THE PARENT ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | LINES 1A AND 1B: THE DIRECTOR COUNT INFORMATION IS PRESENTED IN THE FOLLOWING FORMAT: ENTITY NAME - NUMBER OF VOTING MEMBERS - NUMBER OF INDEPENDENT VOTING MEMBERS SUMMA HEALTH SYSTEM ("SHS") - 13 - 8 SUMMA FOUNDATION ("SF") - 25 - 23 SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP ("SHMG") - 3 - 2 TOTALS FOR GROUP RETURN - 41 - 33 ALL OF THE ORGANIZATIONS LISTED ABOVE ARE SUBORDINATES UNDER THE CONTROL OF SUMMA HEALTH ("SH"). AS OF DECEMBER 31, 2016, SH HAD 13 VOTING DIRECTORS, 8 OF WHOM WERE INDEPENDENT VOTING DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS: SUMMA HEALTH SYSTEM: RICHARD MARSH, LEILA VESPOLI, AND ANTHONY LOCKHART - BUSINESS RELATIONSHIP LYDIA COOK, M.D., DAVID CUSTODIO, M.D., THOMAS P. O'NEILL, MARY WARD AND ERIK N. STEELE, D.O. - BUSINESS RELATIONSHIP THOMAS P. O'NEILL AND JASON NIEHAUS - BUSINESS RELATIONSHIP BRIAN DERRICK, THOMAS MALONE, M.D., JAMES MCILVAINE, ERIC N. STEELE, D.O., 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., AND TAMMY SCARBOROUGH - BUSINESS RELATIONSHIP SUMMA FOUNDATION: SAMIR GIBARA AND SCOTT HONNOLD - BUSINESS RELATIONSHIP GEORGE DAVERIO, JR. AND C. GORDON EWERS - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 4 | THE CODE OF REGULATIONS OF SUMMA FOUNDATION WAS AMENDED AS FOLLOWS: THE MEMBER OF SUMMA FOUNDATION WAS CHANGED FROM SUMMA HEALTH SYSTEM TO SUMMA HEALTH. THE LIST OF MATTERS WHICH MUST BE SUBMITTED TO, AND RECEIVE THE APPROVAL OF BOTH THE BOARD OF DIRECTORS AND THE MEMBER WAS AMENDED TO BE THOSE MATTERS DESCRIBED AS "RESERVED POWERS WITH RESPECT TO SUBSIDIARY CORPORATIONS" IN THE CODE OF REGULATIONS OF THE MEMBER. THE PRESIDENT OF SUMMA FOUNDATION WAS DESIGNATED A SPECIAL VOTING DIRECTOR OF THE BOARD OF DIRECTORS OF SUMMA FOUNDATION. THE QUORUM DEFINITION WAS CHANGED TO BE A MAJORITY OF THE CURRENT DIRECTORS. THE COMPOSITION OF THE EXECUTIVE COMMITTEE WAS CHANGED TO BE THE CHAIR, VICE-CHAIR, AND THREE (3) OTHER DIRECTORS. THE BOARD OF THE FOUNDATION AUTHORIZED AND DIRECTED THE TRANSFER OF THE LONG TERM INVESTMENTS OF SUMMA FOUNDATION TO SUMMA HEALTH. |
| FORM 990, PART VI, SECTION A, LINE 6 | CLASSES OF MEMBERS OR STOCKHOLDERS: SUMMA HEALTH SYSTEM:SUMMA HEALTH IS THE SOLE MEMBER OF SUMMA HEALTH SYSTEM. SUMMA FOUNDATION: SUMMA HEALTH IS THE SOLE MEMBER OF SUMMA FOUNDATION SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP: SUMMA PHYSICIANS, INC. HAS STOCKHOLDERS; THE STOCK IS HELD IN TRUST FOR THE BENEFIT OF SUMMA HEALTH. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY: SUMMA HEALTH SYSTEM: THE CODE OF REGULATIONS OF SUMMA HEALTH SYSTEM PROVIDES THAT THOSE DIRECTORS OF SUMMA HEALTH, THE SOLE MEMBER OF SUMMA HEALTH SYSTEM, WOULD BE THE DIRECTORS OF SUMMA HEALTH SYSTEM. SUMMA FOUNDATION: IN ADDITION TO DIRECTORS ELECTED BY THE SUMMA HEALTH BOARD AS THE SOLE MEMBER OF SUMMA FOUNDATION, THE PRESIDENT AND CEO OF SUMMA HEALTH SERVES AS A DIRECTOR 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 7B | DECISIONS 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 11B | REVIEW OF FORM 990 BY GOVERNING BODY: THE RETURN WAS REVIEWED IN DETAIL BY A COMMITTEE CONSISTING OF INTERNAL LEGAL COUNSEL, FINANCIAL MANAGEMENT, AND AN EXTERNAL TAX ADVISOR. THE REVIEW COMMITTEE INCLUDED THE SENIOR VICE PRESIDENT, FINANCE & CFO AND THE SENIOR VICE PRESIDENT, LEGAL SERVICES & GENERAL COUNSEL. THIS DETAILED REVIEW OCCURRED IN SEPTEMBER 2017. 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 2017 MEETING FOR FURTHER REVIEW. THE COMMITTEE ON GOVERNANCE IS A STANDING COMMITTEE APPOINTED BY THE SUMMA HEALTH BOARD OF DIRECTORS AND INCLUDES MEMBERS OF THE BOARD OF DIRECTORS. SCHEDULE H OF THE RETURN WAS ALSO REVIEWED BY THE SUMMA HEALTH COMMUNITY BENEFITS COMMITTEE. AFTER THESE REVIEWS BY THE COMMITTEE ON GOVERNANCE AND THE COMMUNITY BENEFITS COMMITTEE, AND PRIOR TO FILING WITH THE IRS, AN EMAIL WAS SENT TO EACH VOTING MEMBER OF THE BOARDS OF DIRECTORS. THIS EMAIL INCLUDED INSTRUCTIONS AND A LINK TO A PASSWORD-PROTECTED WEB SITE ON WHICH THE ENTIRE FORM 990 WAS AVAILABLE FOR VIEWING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY: A CONFLICT OF INTEREST QUESTIONNAIRE IS SENT ANNUALLY TO ALL SUMMA HEALTH ENTITIES' BOARDS OF DIRECTORS, KEY EMPLOYEES, SENIOR MANAGERS, MEDICAL DIRECTORS, 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 15 | PROCESS 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 SIX YEARS, THE COMPENSATION COMMITTEE HAS USED HAY GROUP, A NATIONALLY RECOGNIZED CONSULTING FIRM, TO ASSIST THEIR EFFORTS. THE HAY GROUP PROVIDES THE FOLLOWING SERVICES TO THE COMPENSATION COMMITTEE: (A) EDUCATION OF COMMITTEE MEMBERS REGARDING EXECUTIVE COMPENSATION TRENDS AND BEST PRACTICES IN HEALTHCARE ORGANIZATIONS; (B) ASSESSMENT OF THE MARKET COMPETITIVENESS AND REASONABLENESS OF SUMMA'S EXECUTIVE COMPENSATION PROGRAMS INCLUDING BASE SALARY, INCENTIVE COMPENSATION, CORE AND EXECUTIVE BENEFITS, AS WELL AS THEIR ALIGNMENT WITH THE MISSION AND FUTURE PERFORMANCE EXPECTATIONS; (C) WRITTEN, DETAILED EVALUATION OF THE MARKET REASONABLENESS OF SUMMA'S EXECUTIVE COMPENSATION AND BENEFITS PROGRAM; AND (D) ONGOING SUPPORT AND INDEPENDENT ADVICE TO THE COMPENSATION COMMITTEE ON MATTERS RELATED TO EXECUTIVE COMPENSATION. THE COMPENSATION COMMITTEE CONTEMPORANEOUSLY DOCUMENTS ITS DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARRANGEMENTS FOR EACH POSITION LISTED BELOW. EACH YEAR THE COMPENSATION COMMITTEE REVIEWS AND APPROVES THE COMPENSATION FOR THE FOLLOWING POSITIONS: SUMMA HEALTH: PRESIDENT & CEO SENIOR VICE PRESIDENT, FINANCE & CFO SENIOR VICE PRESIDENT, LEGAL SERVICES & GENERAL COUNSEL SENIOR VICE PRESIDENT, IT&S & CIO SENIOR VICE PRESIDENT, PLANNING & MARKETING SENIOR VICE PRESIDENT & CHIEF NURSING OFFICER SENIOR VICE PRESIDENT, HUMAN RESOURCES SENIOR VICE PRESIDENT, CHIEF MEDICAL OFFICER CHIEF OPERATING OFFICER SUMMA HEALTH SYSTEM: PRESIDENT SUMMA FOUNDATION: PRESIDENT SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP: PRESIDENT |
| FORM 990, PART VI, SECTION C, LINE 19 | REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC: SUMMA HEALTH MAKES ITS CONFLICTS OF INTEREST POLICY AVAILABLE UPON REQUEST. THE ARTICLES OF INCORPORATION OF SUMMA HEALTH AND ITS RELATED ENTITIES ARE AVAILABLE ON THE WEBSITE OF THE OHIO SECRETARY OF STATE (WWW.SOS.STATE.OH.US). SUMMA HEALTH MAKES ITS FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE (WWW.SUMMAHEALTH.ORG). THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS (WWW.EMMA.MSRB.ORG) AND ON SUMMA'S WEBSITE (WWW.SUMMAHEALTH.ORG). |
| FORM 990, PART VII, SECTION B, LINE 1 | BEGINNING WITH THE 2014 TAX YEAR ALL INDEPENDENT CONTRACTORS WERE PAID BY SUMMA HEALTH (EIN 34-1887844) WHICH IS THE PARENT ORGANIZATION OF THE FILING ORGANIZATION. |
| FORM 990, PART XI, LINE 9: | PENSION LIABILITY ADJUSTMENT 2,526,000. POST RETIREMENT BENEFIT ADJUSTMENT -169,000. NET ASSETS RELEASED FROM RESTRICTION 288,000. NET ASSET CONTRIBUTION TO(FROM) AFFILIATED ORGANIZATION -103,344,606. OTHER CHANGES IN NET ASSETS 9,000. RESTRICTED ACTIVITY REPORTED 864,364. CHANGE IN TEMPORARILY RESTRICTED NET ASSETS -1,165,000. CHANGE IN PERMANENTLY RESTRICTED NET ASSETS 10,996. OTHER CHANGES IN NET ASSETS - ADJUSTMENTS -5,257. |
| PART XII, LINE 2C | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKRON ENDOSCOPY ASC LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 EAST MARKET STREET | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621865245 | EIN |
| Primary Activities | PROFESSIONAL MEDICAL SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMA HEALTH SYSTEM | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ST THOMAS MEDICAL CENTER WOMEN'S BOARD | ||||||||||
| 444 NORTH MAIN STREET | AKRON | OH | 44310 | 346576575 | SUPPORT ORGANIZATION | OH | 501(C)(3) | LINE 12A, I | SUMMA HEALTH SYSTEM | 0 |
| SUMMA HEALTH SYSTEM COMMUNITY | ||||||||||
| 1077 GORGE BLVD PO BOX 2090 | AKRON | OH | 443092090 | 463018310 | SUPPORT ORGANIZATION | OH | 501(C)(3) | LINE 12B, II | SUMMA HEALTH | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMA REHAB HOSPITAL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 NORTH ADAMS STREET | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271952573 | EIN |
| Primary Activities | REHAB HOSPITAL | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMA HEALTH SYSTEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $30,278,000 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $6,793,000 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.52000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OHIO HEALTH CHOICE INC | ||||||||||||||||
| 1077 GORGE BLVD | AKRON | OH | 443092090 | 341895396 | PPO | OH | SHS CORP | C | $3,323,000 | $8,058,000 | 0.80000 | Yes (1) | ||||
| SUMMA INSURANCE COMPANY INC | ||||||||||||||||
| 10 NORTH MAIN STREET | AKRON | OH | 44308 | 341809108 | PROP/CAS INS | OH | SHS CORP | C | $190,629,097 | $54,884,384 | 1.00000 | Yes (1) | ||||
| SUMMA HEALTH SYSTEM CORP | ||||||||||||||||
| 1077 GORGE BLVD | AKRON | OH | 443092090 | 341515252 | MGMT SVCS | OH | SUMMA HEALTH | C | $2,858,752 | 1.00000 | Yes (1) | |||||
| WADSWORTH RITTMAN HOS PROF SVC CORP | ||||||||||||||||
| 195 WADSWORTH RD | WADSWORTH | OH | 44281 | 010842997 | PROF MED SVCS | OH | SHS CORP | C | 1.00000 | Yes (1) | ||||||
| MIDDLEBURY ASSURANCE COMPANY | ||||||||||||||||
| 980405096 | SELF INSURANCE | SUMMA HEALTH | C | $10,628,000 | $62,372,000 | 1.00000 | Yes (1) | PO BOX 1051 KY1-1102 | GRAND CAYMAN | CJ | CJ | |||||
| SUMMACARE INC | ||||||||||||||||
| 10 NORTH MAIN STREET | AKRON | OH | 44308 | 341726655 | PROP/CAS INS | OH | SIC | C | $252,603,781 | $91,357,753 | 1.00000 | Yes (1) | ||||
| ARIS TELERADIOLOGY HOLDINGS INC | ||||||||||||||||
| 5655 HUDSON DRIVE SUITE 210 | HUDSON | OH | 44236 | 453697866 | RADIOLOGY SVC | OH | SUMMA HEALTH SYSTEM | C | $23,344,648 | $24,433,773 | 0.58800 | Yes (1) | ||||
| SUMMA ACCOUNTABLE CARE ORGANIZATION | ||||||||||||||||
| 1077 GORGE BLVD | AKRON | OH | 443092090 | 273857055 | CONTRACTING | OH | SUMMA HEALTH | C | $7,915,000 | $2,951,000 | 1.00000 | Yes (1) | ||||
| HEALTH CARE CENTERS PHYSICIANS INC | ||||||||||||||||
| 1900 23RD STREET | CUYAHOGA FALLS | OH | 44223 | 341692767 | INACTIVE | OH | SHS CORP | C | 1.00000 | Yes (1) | ||||||
| SUMMA MANAGEMENT SERVICES ORGANIZATION | ||||||||||||||||
| 10 NORTH MAIN STREET | AKRON | OH | 44308 | 461145832 | MGMT SVCS | OH | SHS CORP | C | $32,939,000 | $7,986,000 | 1.00000 | Yes (1) | ||||
| SUMMA INTEGRATED SERVICES ORGANIZATION | ||||||||||||||||
| 10 NORTH MAIN STREET | AKRON | OH | 44308 | 461159251 | MGMT SVCS | OH | SHS CORP | C | $15,490,000 | $10,941,000 | 1.00000 | Yes (1) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SUMMA REHAB HOSPITAL LLC | ||
| A | $2,419,956 | FMV |
| SUMMACARE INC | ||
| L | $54,450,072 | FMV |
| SUMMACARE INC | ||
| L | $7,299,271 | FMV |
| SUMMA INSURANCE COMPANY INC | ||
| L | $22,008,658 | FMV |
| SUMMA INSURANCE COMPANY INC | ||
| L | $1,642,842 | FMV |
| SUMMACARE INC | ||
| L | $1,106,228 | FMV |
| SUMMA REHAB HOSPITAL LLC | ||
| L | $617,814 | FMV |
| SUMMACARE INC | ||
| M | $1,940,146 | FMV |
| MIDDLEBURY ASSURANCE COMPANY | ||
| M | $7,770,643 | FMV |
| MIDDLEBURY ASSURANCE COMPANY | ||
| M | $2,557,526 | FMV |
| SUMMA INTEGRATED SERVICES ORGANIZATION | ||
| M | $1,647,007 | FMV |
| SUMMA HEALTH | ||
| R | $86,990,952 | BOOK VALUE |