TRAILHEAD COMMUNITY HEALTH FUND OF GREATER AKRON: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TRAILHEAD COMMUNITY HEALTH FUND OF GREATER AKRON (EIN 34-1887844)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349316144
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T20:38:04+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2005 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341887844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Summa Health | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUMM | BusinessNameControlTxt |
| Phone | 2343125867 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1077 Gorge Blvd | AddressLine1Txt |
| City | Akron | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44310 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Naomi Ganoe | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3033753159 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren E Bennett | PreparerPersonNm |
| PTIN | P01787029 | PTIN |
| Phone | 2154485000 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Naomi Ganoe | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1077 Gorge Blvd | AddressLine1Txt |
| City | Akron | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44310 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $454,225,492 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.summahealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF SUMMA HEALTH IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO OUR PATIENTS AND TO CONTRIBUTE TO A HEALTHIER COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 1325 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | -$2,424 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $118,018 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,178,957 | PYContributionsGrantsAmt |
| CY Contributions Grants | $822,704 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $192,308,070 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $223,121,221 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,715,374 | PYInvestmentIncomeAmt |
| CY Investment Income | $43,075,034 | CYInvestmentIncomeAmt |
| PY Other Revenue | $379,129 | PYOtherRevenueAmt |
| CY Other Revenue | $985,326 | CYOtherRevenueAmt |
| PY Total Revenue | $220,581,530 | PYTotalRevenueAmt |
| CY Total Revenue | $268,004,285 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $425,699 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $576,807 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $97,769,425 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $110,272,936 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $102,626,082 | PYOtherExpensesAmt |
| CY Other Expenses | $114,562,499 | CYOtherExpensesAmt |
| PY Total Expenses | $200,821,206 | PYTotalExpensesAmt |
| CY Total Expenses | $225,412,242 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,760,324 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $42,592,043 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $942,890,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $978,586,120 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $600,227,962 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $667,176,608 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $342,662,356 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $311,409,512 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF SUMMA HEALTH IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO PATIENTS AND MEMBERS AND CONTRIBUTE TO A HEALTHIER COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $187,558,781 | ExpenseAmt |
| Grant | $576,807 | GrantAmt |
| Revenue | $218,084,571 | RevenueAmt |
| Desc | SUMMA HEALTH DIRECTS AND SUPPORTS THE PROGRAMS AND ACTIVITIES OF THE CONSOLIDATED SUMMA HEALTH ENTITIES SO THAT ALL SUMMA HEALTH RESOURCES AND ASSETS ARE BEST ALLOCATED AND UTILIZED FOR THE BENEFIT OF THE COMMUNITY. SUMMA HEALTH REPRESENTS THE COLLABORATIVE EFFORTS OF HEALTH CARE PROVIDERS TO BETTER ADMINISTER, MANAGE, PROVIDE AND PLAN FOR THE DELIVERY OF A FULL-RANGE OF HEALTH CARE SERVICES TO ALL PERSONS WITHIN THE COMMUNITIES SERVED BY SUMMA HEALTH WITHOUT REGARD TO THE RACE, SEX, CREED, COLOR, NATIONAL ORIGIN OR ECONOMIC STATUS OF SUCH PERSONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,732,590 | ExpenseAmt |
| Revenue | $5,039,074 | RevenueAmt |
| Desc | SUMMA HEALTH NETWORK, LLC, A DISREGARDED ENTITY OF SUMMA HEALTH, PARTNERS WITH COMMUNITY PHYSICIANS, REGIONAL AND NATIONAL PAYERS TO IMPROVE THE CLINICAL QUALITY AND EFFICIENCY OF CARE, LOWER THE COST OF CARE TO PATIENTS AND EMPLOYERS AND ASSIST PHYSICIANS WITH TECHNOLOGY AND RESOURCES NECESSARY TO ACHIEVE THESE GOALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $191,291,371 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 780 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1325 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | OH | 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 | Naomi Ganoe | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3033753159 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1077 GORGE BLVD | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44310 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| GEORGE STRICKLER | |||||||||
| DIRECTOR AND CHAIRMAN | 4.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS BROWNING | |||||||||
| DIRECTOR AND VICE CHAIR (End 07/24) | 4.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| T CLIFFORD DEVENY MD | |||||||||
| PRESIDENT & CEO | 46.0 | 4.0 | Yes (X) | Yes (X) | $2,017,927 | $0 | $222,002 | ||
| ALMETA COOPER | |||||||||
| DIRECTOR | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA FACIANA | |||||||||
| DIRECTOR | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD MARX | |||||||||
| DIRECTOR | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN GEIER | |||||||||
| DIRECTOR | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| LEIGH GERSTENBERGER | |||||||||
| DIRECTOR | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| LYNN HAMRICH MD | |||||||||
| DIRECTOR, CLINICAL PHYSICIAN | 2.0 | 52.0 | Yes (X) | $0 | $298,135 | $38,725 | |||
| ORRY JACOBS | |||||||||
| DIRECTOR | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| PETER BITTENBENDER MD | |||||||||
| DIRECTOR, CLINICAL PHYSICIAN | 2.0 | 52.0 | Yes (X) | $0 | $708,351 | $36,207 | |||
| RAMONA HOOD | |||||||||
| DIRECTOR | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| RANDY LANGENDERFER | |||||||||
| DIRECTOR | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN GORSUCH MD | |||||||||
| DIRECTOR | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| DAWN AHNER | |||||||||
| TREAS., SVP, CFO | 46.0 | 4.0 | Yes (X) | $901,252 | $0 | $115,249 | |||
| ROBERT A GERBERRY | |||||||||
| SECRETARY/GEN. COUNSEL | 46.0 | 4.0 | Yes (X) | $797,073 | $0 | $91,539 | |||
| ANTHONY COLLY | |||||||||
| SVP HUMAN RESOURCES | 50.0 | 0 | $563,558 | $0 | $50,326 | Yes (X) | |||
| BENJAMIN P SUTTON | |||||||||
| EVP COO - PROVIDER OPS. | 46.0 | 4.0 | $1,167,829 | $0 | $132,616 | Yes (X) | |||
| CHARLES ZONFA MD | |||||||||
| SVP CHIEF QUALITY OFFICER | 50.0 | 0 | $790,911 | $0 | $107,668 | Yes (X) | |||
| ELBRIDGE LOCKLEAR | |||||||||
| SVP CIO | 50.0 | 0 | $661,423 | $0 | $86,717 | Yes (X) | |||
| KATHLEEN BLAKE | |||||||||
| SVP, PRESIDENT POST ACUTE/HOME | 50.0 | 2.0 | $528,642 | $0 | $77,168 | Yes (X) | |||
| MICHELLE BISSON | |||||||||
| SVP MARKETING & BUS. DEV. | 50.0 | 0 | $455,904 | $0 | $77,197 | Yes (X) | |||
| PENELOPE GORSUCH DNPRNNEA-BC | |||||||||
| SVP & CHF. NURSING EXEC. | 50.0 | 2.0 | $683,351 | $0 | $62,745 | Yes (X) | |||
| CYNTHIA S KELLEY DO | |||||||||
| VP MEDICAL EDUCATION | 50.0 | 0 | $380,546 | $0 | $33,880 | Yes (X) | |||
| DEAN FRATE MD | |||||||||
| CHIEF MEDICAL OFFICER - HOSPITAL | 50.0 | 0 | $438,371 | $0 | $17,909 | Yes (X) | |||
| ED FRIEDL | |||||||||
| VP CONSTRUCTION | 50.0 | 0 | $375,005 | $0 | $36,010 | Yes (X) | |||
| JENNIFER EATON | |||||||||
| VP, RESEARCH | 50.0 | 0 | $310,195 | $0 | $29,774 | Yes (X) | |||
| JUSTIN CATLETT | |||||||||
| VP, CHF. MEDICAL INFO. OFF. | 50.0 | 0 | $397,779 | $0 | $41,897 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,469,766 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,006,486 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,257,629 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 223 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HALLMARK HEALTH CARE SOLUTIONS | |||||
| 200 MOTOR PARKWAY STE D26 | HAUPPAUGE | NY | 11788 | IT&S SERVICES | $23,837,358 |
| TRELLIS RX LLC | |||||
| 175 PEACHTREE STREET NE | ATLANTA | GA | 30361 | MEDICAL SERVICES | $20,214,724 |
| PROFESSIONAL ANESTHESIA SERVICES | |||||
| 190 NORTH UNION STREET | AKRON | OH | 44304 | MEDICAL SERVICES | $12,166,457 |
| CORE CARE SELECT INC | |||||
| 440 POLARIS PKWY STE 550 | WESTERVILLE | OH | 43082 | MEDICAL SERVICES | $10,821,708 |
| EPIC SYSTEMS CORPORATION | |||||
| 1979 MILKY WAY | VERONA | WI | 53593 | IT&S SERVICES | $10,062,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 396 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $317,256 | FundraisingAmt |
| Related Organizations | $393,242 | RelatedOrganizationsAmt |
| All Other Contributions | $112,206 | AllOtherContributionsAmt |
| Noncash Contributions | $38,283 | NoncashContributionsAmt |
| Total Contributions | $822,704 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CORPORATE ALLOCATION FEES | 541610 | $211,588,980 | $211,588,980 | |
| PROGRAM RELATED INVESTMENTS | 901101 | $5,465,798 | $5,669,295 | -$203,497 |
| HEALTHCARE REVENUE | 524298 | $5,039,074 | $5,039,074 | |
| RENTAL INCOME FROM AFFILIATES | 903000 | $412,738 | $211,665 | $201,073 |
| RESEARCH | 541700 | $603,951 | $603,951 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,680 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,680 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $223,121,221 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,752,668 | TotalRevenueColumnAmt |
| Exclusion | $17,752,668 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,054 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,054 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,054 | TotalRevenueColumnAmt |
| Exclusion | $9,054 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $211,351,501 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $186,032,135 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,319,366 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,322,366 | TotalRevenueColumnAmt |
| Exclusion | $25,322,366 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $74,187 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $304,260 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $189,072 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$114,885 | TotalRevenueColumnAmt |
| Exclusion | -$114,885 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CLINICAL ACCESS SERVICES | 621990 | $572,866 | $572,866 |
| PURCHSE DISCOUNTS/FEES | 621990 | $359,375 | $359,375 |
| CREDENTIALING | 621990 | $106,570 | $106,570 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,346 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $52,346 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,091,157 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $268,004,285 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $223,123,645 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,424 | UnrelatedBusinessRevenueAmt |
| Exclusion | $44,060,360 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,289 | TotalAmt |
| Program Services | $448,289 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,518 | TotalAmt |
| Program Services | $128,518 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,597,583 | TotalAmt |
| Program Services | $5,504,385 | ProgramServicesAmt |
| Management And General | $5,093,198 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,342 | TotalAmt |
| Program Services | $169,127 | ProgramServicesAmt |
| Management And General | $32,215 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,483,972 | TotalAmt |
| Program Services | $67,606,536 | ProgramServicesAmt |
| Management And General | $12,877,436 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,098,016 | TotalAmt |
| Program Services | $1,032,135 | ProgramServicesAmt |
| Management And General | $65,881 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,811,591 | TotalAmt |
| Program Services | $11,102,896 | ProgramServicesAmt |
| Management And General | $708,695 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,080,432 | TotalAmt |
| Program Services | $5,715,606 | ProgramServicesAmt |
| Management And General | $364,826 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,952 | TotalAmt |
| Program Services | $200,175 | ProgramServicesAmt |
| Management And General | $12,777 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,818,616 | TotalAmt |
| Management And General | $1,818,616 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $573,300 | TotalAmt |
| Management And General | $573,300 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,468 | TotalAmt |
| Management And General | $263,468 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950,160 | TotalAmt |
| Management And General | $950,160 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,974,628 | TotalAmt |
| Program Services | $27,498,181 | ProgramServicesAmt |
| Management And General | $4,476,447 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,159,353 | TotalAmt |
| Program Services | $4,849,792 | ProgramServicesAmt |
| Management And General | $309,561 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,274,538 | TotalAmt |
| Program Services | $7,778,066 | ProgramServicesAmt |
| Management And General | $496,472 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,376,379 | TotalAmt |
| Program Services | $31,373,796 | ProgramServicesAmt |
| Management And General | $2,002,583 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,234,561 | TotalAmt |
| Program Services | $6,800,487 | ProgramServicesAmt |
| Management And General | $434,074 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,811 | TotalAmt |
| Program Services | $310,022 | ProgramServicesAmt |
| Management And General | $19,789 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,187,124 | TotalAmt |
| Program Services | $1,115,896 | ProgramServicesAmt |
| Management And General | $71,228 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,172 | TotalAmt |
| Program Services | $84,762 | ProgramServicesAmt |
| Management And General | $5,410 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,657,156 | TotalAmt |
| Program Services | $14,717,727 | ProgramServicesAmt |
| Management And General | $939,429 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,441,963 | TotalAmt |
| Program Services | $1,355,445 | ProgramServicesAmt |
| Management And General | $86,518 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $2,101,521 | $2,101,521 | |
| DUES & LICENSES | $809,161 | $809,161 | |
| RECRUITMENT | $282,945 | $282,945 | |
| TAX PAYMENT | $263,602 | $263,602 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,561,089 | TotalAmt |
| Program Services | $2,407,424 | ProgramServicesAmt |
| Management And General | $153,665 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,412,242 | TotalAmt |
| Program Services | $191,291,371 | ProgramServicesAmt |
| Management And General | $34,120,871 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,660,660 | BOYAmt |
| EOY | $83,736,764 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,462,911 | BOYAmt |
| EOY | $32,412,877 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,812,863 | BOYAmt |
| EOY | $5,339,786 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,155,716 | BOYAmt |
| EOY | $1,628,997 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,297,124 | BOYAmt |
| EOY | $13,469,205 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $155,161,530 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $90,276,526 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,044,868 | BOYAmt |
| EOY | $64,885,004 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,005,869 | BOYAmt |
| EOY | $646,195,103 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,606,206 | BOYAmt |
| EOY | $66,424,435 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,841,104 | BOYAmt |
| EOY | $53,081,366 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,002,997 | BOYAmt |
| EOY | $11,412,583 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $942,890,318 | BOYAmt |
| EOY | $978,586,120 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,825,104 | BOYAmt |
| EOY | $86,011,263 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,204 | BOYAmt |
| EOY | $209,204 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,688 | BOYAmt |
| EOY | $649,522 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $511,540,966 | BOYAmt |
| EOY | $580,306,619 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,227,962 | BOYAmt |
| EOY | $667,176,608 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,566,851 | BOYAmt |
| EOY | $256,224,416 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,095,505 | BOYAmt |
| EOY | $55,185,096 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,662,356 | BOYAmt |
| EOY | $311,409,512 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $942,890,318 | BOYAmt |
| EOY | $978,586,120 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $42,592,043 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,098,199 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$261,163 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$80,681,923 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| SUMMA HEALTH SYSTEM | ||||
| 340714755 | 3 | false | $0 | $0 |
| SUMMA FOUNDATION | ||||
| 341219001 | 7 | Yes (true) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | false | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name | SUMMA FOUNDATION IS DESIGNATED AS A SUPPORTED ORGANIZATION BY NAME. THE ARTICLES OF INCORPORATION DESIGNATES THE OTHER SUPPORTED ORGANIZATIONS, BY CLASS AND PURPOSE, TO INCLUDE ANY OTHER HOSPITAL, HEALTH CARE PROVIDER OR OTHER ENTITY THAT QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION WITHIN THE MEANING OF SECTIONS 509(A)(1) OR 509(A)(2) OF THE INTERNAL REVENUE CODE, THAT IS AFFILIATED WITH THE INTEGRATED HEALTH CARE DELIVERY SYSTEM OPERATED AND MANAGED BY SUMMA HEALTH, AND THAT IS RELATED TO SUMMA HEALTH IN A MANNER DESCRIBED IN SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. |
| Schedule A, Part IV, Section A, Line 6 Support to other supported orgs | IN 2024, SUMMA HEALTH PROVIDED $230,038 IN SUPPORT TO THE UNIVERSITY OF AKRON FOR MISSION SUPPORT. THIS ORGANIZATION PROVIDES DIRECT SUPPORT TO PATIENTS OF SUMMA HEALTH SYSTEM, A SUPPORTED ORGANIZATION OF SUMMA HEALTH. |
| Schedule A, Part IV, Section C, Line 1 Majority director detail | THE MANAGEMENT OF THE SUPPORTING AND THE SUPPORTED ORGANIZATIONS RESIDES IN THE SAME MANAGEMENT GROUP. THE SUMMA HEALTH PRESIDENT AND CEO SERVES AS A DIRECTOR FOR BOTH SUMMA HEALTH AND THE SUPPORTED ORGANIZATIONS. THE INDIVIDUAL WHO HOLDS THE SUMMA HEALTH CFO POSITION IS AN OFFICER FOR BOTH SUMMA HEALTH AND EACH OF THE SUPPORTED ORGANIZATIONS, AND THE INDIVIDUAL WHO SERVES AS SECRETARY AND GENERAL COUNSEL IS AN OFFICER FOR BOTH SUPPORTED ORGANIZATIONS. |
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 | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $208,326 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $55,142 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $263,468 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | The amount on Line 1(i) represents the portion of annual dues to the American Hospital Association allocable to lobbying activities. In 2024, Summa leaders educated congressional members about the challenging economic environment health systems are navigating through while maintaining essential services for the community. Because the health system's total payor mix is comprised of seventy percent of Medicare and Medicaid revenues, Summa leaders requested legislators support in protecting and reforming the Medicare Advantage program to better serve senior populations, maintaining and reforming the 340B program to ensure low-income populations continue to have access to affordable medications, and advocating against Medicaid DSH and Medicare physician fee schedule cuts. Health system leaders also requested support for the SAVE (Safety from Violence for Healthcare Employees act) act which would impose harsher penalties against individuals who intimate or commit violence against healthcare workers. Summa leadership also discussed ongoing healthcare workforce challenges and opportunities with federal members and staff and how public policy and grants could help attract and retain healthcare workers. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $523,567 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,193,531 | BeginningYearBalanceAmt |
| Contributions | -$3,584 | ContributionsAmt |
| Investment Earnings Or Losses | $601,772 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $29,791,719 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,058,724 | BeginningYearBalanceAmt |
| Contributions | $135,091 | ContributionsAmt |
| Investment Earnings Or Losses | $999,716 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $29,193,531 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,263,036 | BeginningYearBalanceAmt |
| Contributions | $870,744 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,075,056 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $28,058,724 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,566,543 | BeginningYearBalanceAmt |
| Contributions | $923,605 | ContributionsAmt |
| Investment Earnings Or Losses | $772,888 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $29,263,036 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,418,953 | BeginningYearBalanceAmt |
| Contributions | $359,489 | ContributionsAmt |
| Investment Earnings Or Losses | $788,101 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $27,566,543 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,081,433 | OtherCostOrOtherBasisAmt |
| Book Value | $1,081,433 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,643,427 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,159,266 | DepreciationAmt |
| Book Value | $7,484,161 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,978 | OtherCostOrOtherBasisAmt |
| Book Value | $19,978 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $130,349,284 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,369,737 | DepreciationAmt |
| Book Value | $51,979,547 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,067,408 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,747,523 | DepreciationAmt |
| Book Value | $4,319,885 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $64,885,004 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $66,424,435 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $66,424,435 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Ohio Health Choice | $3,639,087 | F |
| Middlebury Assurance Company | $15,129,877 | F |
| Summacare, Inc. | $1,000,000 | C |
| Summa Integrated Services Org | $8,086,075 | F |
| Summa Insurance Company | $25,226,327 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $53,081,366 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| OTHER ACCRUED TAXES | $212,214 |
| PAYABLES TO RELATED ORGANIZATIONS | $580,094,405 |
| CONTINGENCY PLANNING | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $580,306,619 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections of art - description of collections | Summa Health's vision is to create a healthcare environment that surrounds and connects patients, visitors and staff with the healing powers of the arts. The acquisition of art through donations for permanent displays in Summa Health's new patient tower, contributes to the healing environment for both patients and caregivers. Summa Health will study the impact of the healing arts on patient outcomes and share results to improve care and serve as a national model. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | ENDOWMENT FUNDS PROVIDE INCOME TO BE USED TO FULFILL THE TAX-EXEMPT PURPOSES OF SUMMA FOUNDATION, A SUPPORTED ORGANIZATION. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | SUMMA AND MOST OF ITS SUBSIDIARIES ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. SUMMA ALSO HAS CERTAIN SUBSIDIARIES THAT ARE TAXABLE FOR FEDERAL INCOME TAX PURPOSES. SC, TOGETHER WITH AFFILIATES OF SHSC, FILES A CONSOLIDATED FEDERAL INCOME TAX RETURN IN ACCORDANCE WITH A TAX-SHARING AGREEMENT DATED JANUARY 1, 2010. THE ENTITIES UTILIZE A CONSOLIDATED APPROACH TO THE ALLOCATION OF FEDERAL INCOME TAXES, WHEREAS SHSC'S TAX-SHARING AGREEMENT WITH ITS SUBSIDIARIES ALLOWS IT TO MAKE CERTAIN CODE ELECTIONS IN ITS CONSOLIDATED FEDERAL TAX RETURN. IN THE EVENT SUCH CODE ELECTIONS ARE MADE, ANY BENEFIT OR LIABILITY IS THE RESPONSIBILITY OF SHSC AND IS ACCRUED AND PAID BY THE PARTICIPATING SUBSIDIARIES. SC IS NOT SUBJECT TO STATE INCOME TAXES AS IT IS LICENSED AS A HEALTH INSURANCE COMPANY UNDER CHAPTER 1751 OF THE OHIO REVISED CODE. DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR THE FUTURE TAX CONSEQUENCES ATTRIBUTABLE TO DIFFERENCES BETWEEN THE FINANCIAL STATEMENT CARRYING AMOUNTS OF EXISTING ASSETS AND LIABILITIES AND THE RESPECTIVE TAX BASIS AND OPERATING LOSS AND TAX CREDIT CARRYFORWARDS. DEFERRED TAX ASSETS AND LIABILITIES ARE MEASURED USING ENACTED TAX RATES EXPECTED TO APPLY TO TAXABLE INCOME IN THE YEARS IN WHICH THOSE TEMPORARY DIFFERENCES ARE EXPECTED TO BE RECOVERED OR SETTLED. THE EFFECT ON DEFERRED TAX ASSETS AND LIABILITIES OF A CHANGE IN TAX RATES IS RECOGNIZED IN INCOME IN THE PERIOD THAT INCLUDES THE ENACTMENT DATE. SUMMA RECOGNIZES INTEREST INCOME, INTEREST EXPENSE, AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS WITHIN THE PROVISION FOR INCOME TAX. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | WHOLLY OWNED FOREIGN INSURANCE COMPANY FOR SELF INSURANCE | SpecificServicesProvidedTxt |
| Region Total Expenditures | $72,680,036 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $72,680,036 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $72,680,036 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Outing | Event1Nm |
| Gross Receipts Event1 | $391,443 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $317,256 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $74,187 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $37,946 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $3,500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $59,986 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $82,462 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,178 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $391,443 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $317,256 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $74,187 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $37,946 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $59,986 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $82,462 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,178 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $189,072 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$114,885 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF AKRON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 BUTCHEL COMMON | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 346002924 | RecipientEIN |
| IRC Section | GOVERNMENTAL | IRCSectionDesc |
| Cash Grant | $230,038 | CashGrantAmt |
| Purpose Of Grant | CONSTRUCTION OF UNIVERISTY STADIUM AND NAMING RIGHTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| SUMMA SHARES | 42 | $43,647 | BOOK |
| FERTILITY ASSISTANCE | 2 | $39,448 | BOOK |
| MAMMOGRAM SCREENINGS | 133 | $37,157 | BOOK |
| PH SCHNEIDER WELFARE FUND | 886 | $8,266 | BOOK |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | THE PROCEDURE FOR MONITORING 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 UNIVERSITY OR AGENCY UTILIZING THE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| T CLIFFORD DEVENY MD | ||||||||||||||
| PRESIDENT & CEO | $1,217,105 | $0 | $643,910 | $0 | $156,912 | $0 | $190,298 | $0 | $31,704 | $0 | $2,239,929 | $0 | $149,148 | $0 |
| PETER BITTENBENDER MD | ||||||||||||||
| DIRECTOR, CLINICAL PHYSICIAN | $0 | $636,313 | $0 | $71,498 | $0 | $540 | $0 | $3,450 | $0 | $32,757 | $0 | $744,558 | $0 | $0 |
| LYNN HAMRICH MD | ||||||||||||||
| DIRECTOR, CLINICAL PHYSICIAN | $0 | $297,238 | $0 | $0 | $0 | $897 | $0 | $3,074 | $0 | $35,651 | $0 | $336,860 | $0 | $0 |
| DAWN AHNER | ||||||||||||||
| TREAS., SVP, CFO | $598,643 | $0 | $292,638 | $0 | $9,971 | $0 | $78,579 | $0 | $36,670 | $0 | $1,016,501 | $0 | $4,829 | $0 |
| ROBERT A GERBERRY | ||||||||||||||
| SECRETARY/GEN. COUNSEL | $487,534 | $0 | $259,671 | $0 | $49,868 | $0 | $65,174 | $0 | $26,365 | $0 | $888,612 | $0 | $44,790 | $0 |
| MICHELLE BISSON | ||||||||||||||
| SVP MARKETING & BUS. DEV. | $310,867 | $0 | $141,771 | $0 | $3,266 | $0 | $43,446 | $0 | $33,751 | $0 | $533,101 | $0 | $0 | $0 |
| KATHLEEN BLAKE | ||||||||||||||
| SVP, PRESIDENT POST ACUTE/HOME | $351,409 | $0 | $171,678 | $0 | $5,555 | $0 | $43,655 | $0 | $33,513 | $0 | $605,810 | $0 | $0 | $0 |
| ANTHONY COLLY | ||||||||||||||
| SVP HUMAN RESOURCES | $346,080 | $0 | $182,632 | $0 | $34,846 | $0 | $46,835 | $0 | $3,491 | $0 | $613,884 | $0 | $31,292 | $0 |
| PENELOPE GORSUCH DNPRNNEA-BC | ||||||||||||||
| SVP & CHF. NURSING EXEC. | $455,588 | $0 | $219,434 | $0 | $8,329 | $0 | $60,425 | $0 | $2,320 | $0 | $746,096 | $0 | $3,636 | $0 |
| ELBRIDGE LOCKLEAR | ||||||||||||||
| SVP CIO | $409,349 | $0 | $215,820 | $0 | $36,254 | $0 | $54,689 | $0 | $32,028 | $0 | $748,140 | $0 | $31,954 | $0 |
| BENJAMIN P SUTTON | ||||||||||||||
| EVP COO - PROVIDER OPS. | $728,959 | $0 | $388,755 | $0 | $50,115 | $0 | $95,176 | $0 | $37,440 | $0 | $1,300,445 | $0 | $48,165 | $0 |
| CHARLES ZONFA MD | ||||||||||||||
| SVP CHIEF QUALITY OFFICER | $786,026 | $0 | $0 | $0 | $4,885 | $0 | $81,114 | $0 | $26,554 | $0 | $898,579 | $0 | $0 | $0 |
| JUSTIN CATLETT | ||||||||||||||
| VP, CHF. MEDICAL INFO. OFF. | $359,174 | $0 | $37,371 | $0 | $1,234 | $0 | $3,571 | $0 | $38,326 | $0 | $439,676 | $0 | $0 | $0 |
| JENNIFER EATON | ||||||||||||||
| VP, RESEARCH | $279,692 | $0 | $29,313 | $0 | $1,190 | $0 | $3,985 | $0 | $25,789 | $0 | $339,969 | $0 | $0 | $0 |
| DEAN FRATE MD | ||||||||||||||
| CHIEF MEDICAL OFFICER - HOSPITAL | $361,253 | $0 | $75,000 | $0 | $2,118 | $0 | $5,175 | $0 | $12,734 | $0 | $456,280 | $0 | $0 | $0 |
| ED FRIEDL | ||||||||||||||
| VP CONSTRUCTION | $334,964 | $0 | $34,776 | $0 | $5,265 | $0 | $4,928 | $0 | $31,082 | $0 | $411,015 | $0 | $0 | $0 |
| CYNTHIA S KELLEY DO | ||||||||||||||
| VP MEDICAL EDUCATION | $342,681 | $0 | $35,816 | $0 | $2,049 | $0 | $5,075 | $0 | $28,805 | $0 | $414,426 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | SUMMA HEALTH GROSSED UP TAXES FOR YEARS OF SERVICE ANNIVERSARIES IN THE AMOUNT OF $50 FOR EMPLOYEES WHO REACHED IMPORTANT MILESTONE ANNIVERSARIES; 5, 10, 15 YEARS, ETC. INCLUDED IN THESE MILESTONE ANNIVERSARY PAYMENTS WAS ONE OFFICER. ADDITIONALLY, $35 OF TRAVEL REIMBURSEMENT WAS GIVEN TO ONE HIGHLY COMPENSATED EMPLOYEE. THE AMOUNT OF THE GROSS UP IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | A SUPPLEMENTAL NON-QUALIFIED EXECUTIVE RETIREMENT PLAN IS TO PROVIDE KEY EMPLOYEES WITH ADDITIONAL COMPENSATION TO SUPPLEMENT THEIR RETIREMENT BENEFITS AND MITIGATE EFFECTS OF QUALIFIED RETIREMENT PLAN LIMITS. THE FOLLOWING LISTED PERSONS RECEIVED BENEFITS FROM THE ORGANIZATION OR FROM A RELATED ORGANIZATION: T. CLIFFORD DEVENY, MD $185,518, ROBERT A. GERBERRY $59,999, ELBRIDGE LOCKLEAR $51,001, ANTHONY COLLY $43,201, BENJAMIN P. SUTTON $90,001, DAWN AHNER $74,401, CHARLES ZONFA, MD $76,802, MICHELLE BISSON $39,602, KATHLEEN BLAKE $43,655, AND PENELOPE GORSUCH, DNP, RN, NEA-BC, FACHE $55,269. |
| Schedule J, Part I, Line 7 Non-fixed payments | THE SUMMA HEALTH MANAGEMENT INCENTIVE PROGRAM IS DESIGNED TO REWARD EMPLOYEES FOR MEETING QUALITY, PERFORMANCE AND FINANCIAL TARGETS. THESE TARGETS INCLUDE CLINICAL QUALITY, PATIENT SATISFACTION, EMPLOYEE/PHYSICIAN SATISFACTION, OPERATING MARGIN AND THE STRENGTHENING OF THE BALANCE SHEET. PAYMENT IS BASED ON A FACTOR OF BASE COMPENSATION AND IS SUBJECT TO REVIEW AND APPROVAL BY SUMMA'S COMPENSATION COMMITTEE. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Caylor Colly | |||
| Family member of Anthony Colly, Key employee of Summa Health | $136,722 | Employment | false |
| Alyssa Dressman | |||
| FAMILY MEMBER OF LYNN HAMRICH, MD DIRECTOR OF SUMMA HEALTH | $39,685 | Employment | false |
| Mariah Hood LPN | |||
| FAMILY MEMBER OF RAMONA HOOD, DIRECTOR SUMMA HEALTH | $24,735 | Employment | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $38,283 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP AS BOARD MEMBERS OF A SUMMA HEALTH ENTITY: MIDDLEBURY ASSURANCE COMPANY: T. CLIFFORD DEVENY, MD, ROBERT A. GERBERRY, DAWN AHNER; SUMMA ACO DBA NEWHEALTH COLLABORATIVE: T. CLIFFORD DEVENY, MD, DAWN AHNER, ROBERT A. GERBERRY; SUMMA REHAB HOSPITAL: KATHLEEN BLAKE AND PENELOPE GORSUCH; SUMMA HEALTH SYSTEM CORP: T. CLIFFORD DEVENY, MD, DAWN AHNER, ROBERT A. GERBERRY - Business relationship, OHIO HEALTH CHOICE: ROBERT A. GERBERRY AND MICHELLE BISSON; SUMMA MANAGEMENT SERVICES ORG.: DAWN AHNER AND ROBERT A. GERBERRY; SUMMA INTEGRATED SERVICES ORG.: DAWN AHNER AND ROBERT A. GERBERRY; SUMMACARE AND SUMMA INSURANCE COMPANY: T. CLIFFORD DEVENY, MD, GEORGE STRICKLER, ROBERT A. GERBERRY, DAWN AHNER AND BENJAMIN P. SUTTON - Business relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE RETURN WAS REVIEWED IN DETAIL BY AN AD HOC COMMITTEE CONSISTING OF SELECT BOARD MEMBERS WITH FINANCIAL EXPERTISE, EXTERNAL LEGAL COUNSEL, AND EXTERNAL TAX ADVISORS AND CONSULTANTS. THIS DETAILED REVIEW OCCURRED IN OCTOBER AND NOVEMBER 2025. FOLLOWING THIS REVIEW AND INCORPORATION OF CHANGES RECOMMENDED BY THIS COMMITTEE, AND PRIOR TO FILING WITH THE IRS, AN EMAIL WAS SENT TO EACH VOTING MEMBER OF THE BOARD 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, Line 12c Conflict of interest policy | A CONFLICT-OF-INTEREST QUESTIONNAIRE IS SENT ANNUALLY TO ALL SUMMA HEALTH ENTITIES BOARDS OF DIRECTORS, KEY EMPLOYEES, EXECUTIVE LEADERSHIP TEAM MEMBERS, MEDICAL DIRECTORS, QUALITY DIRECTORS, EMPLOYED PHYSICIANS, EMPLOYED ADVANCED PRACTICE PROVIDERS, MEMBERS OF THE AUDIT AND COMPLIANCE, INVESTMENT, FINANCE, GOVERNANCE, COMPENSATION, CREDENTIALING, SAFETY AND QUALITY, COMMUNITY ENGAGEMENT, PHARMACY AND THERAPEUTICS, OPERATING AND VALUE ANALYSIS COMMITTEES AND EMPLOYEES WHO ARE DIRECTORS AND ABOVE FOR COMPLETION. RESPONSES ARE INDIVIDUALLY REVIEWED FOR DETERMINATION OF POTENTIAL CONFLICTS. THOSE RESPONSES DEEMED TO PRESENT POTENTIAL CONFLICTS ARE THEN PRESENTED TO THE COMMITTEE ON GOVERNANCE (SUB-COMMITTEE OF THE SUMMA HEALTH BOARD OF DIRECTORS). THE COMMITTEE ON GOVERNANCE 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, Line 15a Process to establish compensation of top management official | EXECUTIVE COMPENSATION: THE HUMAN RESOURCES 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 HUMAN RESOURCES COMMITTEE IS AN INDEPENDENT DIRECTOR AND IS NOT AFFILIATED WITH MANAGEMENT. THE HUMAN RESOURCES COMMITTEE ENGAGES OUTSIDE CONSULTING SUPPORT TO PROVIDE SUMMA HEALTH INDEPENDENT MARKET DATA, ADVICE AND COUNSEL TO THE HUMAN RESOURCES COMMITTEE. THE HUMAN RESOURCES COMMITTEE HAS USED KORN FERRY, A NATIONALLY RECOGNIZED CONSULTING FIRM, TO ASSIST THEIR EFFORTS. KORN FERRY PROVIDES THE FOLLOWING SERVICES TO THE HUMAN RESOURCES 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 HUMAN RESOURCES COMMITTEE ON MATTERS RELATED TO EXECUTIVE COMPENSATION. THE HUMAN RESOURCES COMMITTEE CONTEMPORANEOUSLY DOCUMENTS ITS DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARRANGEMENTS FOR EACH POSITION LISTED BELOW. EACH YEAR THE HUMAN RESOURCES COMMITTEE REVIEWS AND APPROVES THE COMPENSATION FOR THE FOLLOWING POSITIONS: SUMMA HEALTH: PRESIDENT & CEO EXECUTIVE VP, CHIEF OPERATING OFFICER PROVIDER OPERATIONS SENIOR VICE PRESIDENT, FINANCE AND CFO SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER & GENERAL COUNSEL SENIOR VP, POST-ACUTE/AT HOME CARE DIVISION & INTEGRATED CARE MANAGEMENT SENIOR VICE PRESIDENT, IT&S & CIO SENIOR VICE PRESIDENT, CHIEF HUMAN RESOURCES OFFICER SENIOR VP, SH POPULATION HEALTH SERVICES/PRESIDENT SUMMA CARE SENIOR VICE PRESIDENT, SYSTEM CHIEF NURSING EXECUTIVE SENIOR VP, MARKETING AND BUSINESS DEVELOPMENT SENIOR VP, CHIEF QUALITY OFFICER PRESIDENT, SUMMA HEALTH SYSTEM HOSPITALS PRESIDENT, FOUNDATION CHIEF DEVELOPMENT OFFICER PRESIDENT SUMMA HEALTH MEDICAL GROUP |
| Form 990, Part VI, 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.SUMMAHEATLH.ORG). THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | ALL OTHER PROGRAM SERVICE REVENUE - Total Revenue: 10680, Related or Exempt Function Revenue: 10680, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | ALL OTHER REVENUE - Total Revenue: 52346, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 52346; |
| Form 990, Part IX, Line 11g Other Fees | NON-BILLABLE PURCHASED SERVICES - Total Expense: 7478316, Program Service Expense: 6431352, Management and General Expenses: 1046964, Fundraising Expenses: ; CONSULTANT FEES - Total Expense: 18354493, Program Service Expense: 15784864, Management and General Expenses: 2569629, Fundraising Expenses: ; EQUIPMENT MAINTENANCE - Total Expense: 2092424, Program Service Expense: 1799485, Management and General Expenses: 292939, Fundraising Expenses: ; PHYSICIAN SERVICES - Total Expense: 247774, Program Service Expense: 213086, Management and General Expenses: 34688, Fundraising Expenses: ; CASUAL LABOR: GENERAL - Total Expense: 3801621, Program Service Expense: 3269394, Management and General Expenses: 532227, Fundraising Expenses: ; |
| Form 990, Part XI, Line 8 Prior Period Adjustments | Prior period adjustments are inclusive of change in prior period pledge valuation. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | TRANSFERS TO/FROM AFFILIATES - -79511000; OTHER ADJUSTMENTS - -549; CHANGE IN ASSETS WITH DONOR RESTRICTIONS - -2831000; NET ASSETS RELEASED FROM RESTRICTION FOR CAPITAL CHANGE IN TEMPORARILY RESTRICTED NET ASSETS - 2258844; CHANGE IN PERMANENTLY RESTRICTED NET ASSETS - -598218; Total - -80681923; |
| Form 990, Part XII, Line 2c Change of oversight process or selection process | THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| Summa Health Network LLC | |||||||||
| 525 EAST MARKET STREET | AKRON | OH | 44304 | 341887844 | CONTRACTING | OH | $5,039,000 | $10,330,000 | SUMMA HEALTH |
| SUMMA SUPPORT SERVICES LLC | |||||||||
| 1077 GORGE BLVD | AKRON | OH | 44310 | 874166252 | PROFESSIONAL SERVICES | OH | $0 | $0 | SUMMA HEALTH |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SUMMA REHAB HOSPITAL LLC | ||||||||||
| 29 NORTH ADAMS STREET | AKRON | OH | 44034 | 271952573 | REHAB HOSPITAL | OH | NA | N/A | false | false |
| SUMMA HHAH HOLDINGS LLC | ||||||||||
| C/O 1077 GORGE BLVD | AKRON | OH | 44310 | 823600079 | HOME HEALTH AND HOSPICE | OH | NA | N/A | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 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 Line2USAddress/AddressLine2Txt | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OHIO HEALTH CHOICE INC | ||||||||||||||||||
| 1077 GORGE BLVD | AKRON | OH | 443092090 | 341895396 | PPO | OH | SUMMA HEALTH SYSTEM CORP | C Corporation | $2,104,000 | $5,355,000 | 0.8 | Yes (true) | ||||||
| SUMMA INSURANCE COMPANY INC | ||||||||||||||||||
| 1200 E MARKET ST | AKRON | OH | 44305 | 341809108 | PROP/CAS INS | OH | SUMMACARE INC | C Corporation | $124,066,355 | $79,480,769 | 1 | Yes (true) | 400 | |||||
| SUMMA HEALTH SYSTEM CORP | ||||||||||||||||||
| 1077 GORGE BLVD | AKRON | OH | 443092090 | 341515252 | MGMT SVCS | OH | SUMMA HEALTH | C Corporation | $0 | $0 | 1 | Yes (true) | ||||||
| MIDDLEBURY ASSURANCE COMPANY | ||||||||||||||||||
| 980405096 | SELF INSURANCE | SUMMA HEALTH | C Corporation | $15,522,000 | $95,309,000 | 1 | Yes (true) | PO BOX 1051 | GRAND CAYMAN | CJ | KY11102 | CJ | ||||||
| SUMMACARE INC | ||||||||||||||||||
| 1200 E MARKET ST | AKRON | OH | 44305 | 341726655 | PROP/CAS INS | OH | SUMMA HEALTH SYSTEM CORP | C Corporation | $350,528,985 | $156,107,824 | 1 | Yes (true) | 400 | |||||
| SUMMA ACCOUNTABLE CARE ORGANIZATION | ||||||||||||||||||
| 1077 GORGE BLVD | AKRON | OH | 443092090 | CONTRACTING | OH | SUMMA HEALTH | C Corporation | $7,456,000 | $1,858,000 | 1 | Yes (true) | |||||||
| SUMMA MANAGEMENT SERVICES ORGANIZATION | ||||||||||||||||||
| 1200 E MARKET ST | AKRON | OH | 44305 | MGMT SVCS | OH | SUMMA HEALTH SYSTEM CORP | C Corporation | $38,287,000 | $5,472,000 | 1 | Yes (true) | 400 | ||||||
| SUMMA INTEGRATED SERVICES ORGANIZATION | ||||||||||||||||||
| 1200 E MARKET ST | AKRON | OH | 44305 | MGMT SVCS | OH | SUMMA HEALTH SYSTEM CORP | C Corporation | $4,392,000 | $10,095,000 | 1 | Yes (true) | 400 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (16 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Ohio Health Choice Inc | ||
| A | $101,137 | FMV |
| Summa Accountable Care Organization | ||
| A | $99,936 | FMV |
| Middlebury Assurance Company | ||
| B | $15,916,636 | Cost |
| Middlebury Assurance Company | ||
| F | $5,841,596 | Cost |
| Summa Health System | ||
| L | $617,400 | FMV |
| Summa Accountable Care Organization | ||
| Q | $678,720 | FMV |
| Summa Health System | ||
| Q | $187,389,600 | Cost |
| Summa Physicians Inc dba Summa Health Medical Group | ||
| Q | $19,820,004 | Cost |
| Summa Insurance Company | ||
| Q | $648,708 | FMV |
| SummaCare Inc | ||
| Q | $1,530,084 | FMV |
| Summa Integrated Service Organization | ||
| Q | $138,180 | FMV |
| Ohio Health Choice Inc | ||
| Q | $77,148 | FMV |
| Summa Health System | ||
| R | $10,871,000 | Cost |
| Summa Physicians Inc dba Summa Health Medical Group | ||
| R | $66,317,000 | Cost |
| Summa Foundation | ||
| R | $2,323,000 | Cost |
| Summa Foundation | ||
| C | $393,242 | COST |