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SUMMA HEALTH GROUP RETURN: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SUMMA HEALTH GROUP RETURN (EIN 90-0640432)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202523189349316562
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T20:39:22+00:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

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Address Line12005 MARKET STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

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EIN900640432EIN

Business Name BusinessName

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Business Name Line1Summa Health Group ReturnBusinessNameLine1Txt
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Business Name ControlSUMMBusinessNameControlTxt
Phone2343125867PhoneNum

US Address USAddress

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Address Line11077 Gorge BlvdAddressLine1Txt
CityAkronCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44310ZIPCd

Business Officer BusinessOfficerGrp

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PersonNaomi GanoePersonNm
Person TitleTreasurerPersonTitleTxt
Phone3303753159PhoneNum
Signature2025-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

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Preparer PersonLauren E BennettPreparerPersonNm
PTINP01787029PTIN
Phone2154485000PhoneNum
Preparation2025-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Naomie GanoeBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11077 Gorge BlvdAddressLine1Txt
CityAkronCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44310ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,697,561,172GrossReceiptsAmt
Group Return For AffiliatesYes (true)GroupReturnForAffiliatesInd
All Affiliates IncludedYes (true)AllAffiliatesIncludedInd
Group Exemption5864GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW. SUMMAHEALTH. ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Activity Or MissionTHE MISSION OF SUMMA HEALTH IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO OUR PATIENTS AND TO CONTRIBUTE TO A HEALTHIER COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body39VotingMembersGoverningBodyCnt
Voting Members Independent31VotingMembersIndependentCnt
Total Employee8514TotalEmployeeCnt
Total Volunteers755TotalVolunteersCnt
Total Gross UBI$2,283,721TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$243,422NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$9,620,694PYContributionsGrantsAmt
CY Contributions Grants$11,138,034CYContributionsGrantsAmt
PY Program Service Revenue$1,516,233,180PYProgramServiceRevenueAmt
CY Program Service Revenue$1,660,509,065CYProgramServiceRevenueAmt
PY Investment Income$812,350PYInvestmentIncomeAmt
CY Investment Income$3,511,259CYInvestmentIncomeAmt
PY Other Revenue$21,244,344PYOtherRevenueAmt
CY Other Revenue$19,695,789CYOtherRevenueAmt
PY Total Revenue$1,547,910,568PYTotalRevenueAmt
CY Total Revenue$1,694,854,147CYTotalRevenueAmt
PY Grants And Similar Paid$1,688,555PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$393,242CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$644,275,797PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$682,216,870CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,277,241CYTotalFundraisingExpenseAmt
PY Other Expenses$947,281,554PYOtherExpensesAmt
CY Other Expenses$1,039,982,541CYOtherExpensesAmt
PY Total Expenses$1,593,245,906PYTotalExpensesAmt
CY Total Expenses$1,722,592,653CYTotalExpensesAmt
PY Revenues Less Expenses-$45,335,338PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$27,738,506CYRevenuesLessExpensesAmt
Total Assets BOY$1,825,616,945TotalAssetsBOYAmt
Total Assets EOY$1,865,213,665TotalAssetsEOYAmt
Total Liabilities BOY$1,311,023,498TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,295,977,514TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$514,593,447NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$569,236,151NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSUMMA HEALTH'S MISSION IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO PATIENTS AND MEMBERS AND CONTRIBUTE TO A HEALTHIER COMMUNITY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$664,125,729ExpenseAmt
Revenue$769,262,606RevenueAmt
DescOUTPATIENT SERVICES FOR 2024: SUMMA HEALTH SYSTEM, AND SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP, PROVIDED OVER 1.6 MILLION OCCASIONS OF SERVICE, INCLUDING 128,661 EMERGENCY DEPARTMENT VISITS, 10,886 OBSERVATION PATIENTS, 16,865 SURGICAL OPERATIONS, AND ALMOST 1.5 MILLION OTHER OUTPATIENT VISITS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$489,731,786ExpenseAmt
Revenue$567,260,585RevenueAmt
DescINPATIENT SERVICES FOR 2024: SUMMA HEALTH SYSTEM HAD APPROXIMATELY 670 BEDS IN SERVICE, ADMITTED 34,611 ADULT PATIENTS, AND DELIVERED 4,981 NEWBORNS. THE ADULT PATIENTS RECEIVED 176,991 DAYS OF CARE, INPATIENT SURGERIES TOTALED 7,888, EMERGENCY ADMISSIONS TOTALED 23,282 AND THE AVERAGE LENGTH OF STAY WAS 5.11 DAYS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$54,374,019ExpenseAmt
Revenue$15,631,368RevenueAmt
DescRESEARCH/EDUCATION FOR 2024: SUMMA HEALTH HAS A HISTORY OF SPONSORING AND SUPPORTING BASIC AND CLINICAL RESEARCH TO UNDERSTAND DISEASES AND TREATMENT. CENTERS, PROGRAMS AND LABS FACILITATE RESEARCH IN A NUMBER OF MEDICAL FIELDS. SUMMA HEALTH FOSTERS A LEARNING ENVIRONMENT FOR THE NEXT GENERATION OF CAREGIVERS. AT SUMMA HEALTH'S HOSPITALS, APPROXIMATELY 285 RESIDENTS AND FELLOWS TRAIN IN 12 ACCREDITED RESIDENCY PROGRAMS, EIGHT ACCREDITED FELLOWSHIP TRAINING PROGRAMS AND ONE NON-ACCREDITED FELLOWSHIP PROGRAM. SUMMA HEALTH PROVIDES CLINICAL LEARNING EXPERIENCES TO OVER 2,100 NURSING, MEDICAL, PHARMACY, EMERGENCY MEDICAL TECHNICIAN, PARAMEDIC, AND ALLIED HEALTH STUDENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$264,609,314$393,242$306,499,269SUMMA HEALTH IS AN INTEGRATED HEALTHCARE DELIVERY SYSTEM THAT PROVIDES COORDINATED, VALUE-BASED CARE ACROSS THE CONTINUUM FOR THE PEOPLE AND POPULATIONS WE SERVE. WE HOLD OURSELVES CLINICALLY AND FINANCIALLY ACCOUNTABLE FOR HEALTH OUTCOMES IN OUR COMMUNITIES. SUMMA HEALTH SERVES HUNDREDS OF THOUSANDS OF PATIENTS EACH YEAR IN COMPREHENSIVE EMERGENCY, ACUTE, CRITICAL, OUTPATIENT AND LONG-TERM/HOMECARE SETTINGS AND REPRESENTS A TOTAL OF 874 LICENSED, INPATIENT BEDS ON THE CAMPUSES OF SUMMA HEALTH SYSTEM AND SUMMA REHAB HOSPITAL. IN ADDITION, OUTPATIENT CARE IS PROVIDED IN MORE THAN 20 COMMUNITY HEALTH CENTERS, URGENT CARE FACILITIES AND EMERGENCY DEPARTMENTS (EDS), SOME INTEGRATED IN THE HEALTHCARE FACILITIES, AND OTHERS ARE FREESTANDING. SUMMA REHAB HOSPITAL IS A JOINT VENTURE IN WHICH SUMMA HEALTH SYSTEM HAS AN INTEREST, AND IS REFERENCED IN THIS DOCUMENT FOR THE PURPOSE OF IDENTIFYING ALL ENTITIES AFFILIATED WITH SUMMA HEALTH. SUMMA'S PROPORTIONATE INTEREST OF THIS JOINT VENTURE'S CHARITY CARE AND OTHER COMMUNITY BENEFITS IS INCLUDED ON SCHEDULE H OF SUMMA HEALTH'S IRS FORM 990 GROUP RETURN. PROVIDING SUPERIOR, MULTI-SPECIALTY PATIENT CARE, MEDICAL RESEARCH AND CONTINUING MEDICAL EDUCATION, SUMMA HEALTH RANKS AS A HIGHLY RECOGNIZED HEALTHCARE PROVIDER IN SEVERAL DISCIPLINES INCLUDING: WEIGHT MANAGEMENT, CARDIOVASCULAR, EMERGENCY, ONCOLOGY, ORTHOPEDICS & SPORTS MEDICINE, SURGERY, PRIMARY CARE, PULMONARY, STROKE, TRAUMA, UROLOGY, WOMEN'S SERVICES AND NURSING BY PRESTIGIOUS ORGANIZATIONS SUCH AS: AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER AMERICAN HEART ASSOCIATION AMERICAN STROKE ASSOCIATION NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS NATIONAL ACCREDITATION PROGRAM FOR RECTAL CANCER AMERICAN NURSING CREDENTIALING CENTER CENTERS FOR MEDICARE AND MEDICAID SERVICES OHIO PATIENT SAFETY INSTITUTE AMERICAN COLLEGE OF RADIATION AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY METABOLIC AND BARIATRIC SURGERY ACCREDITATION AND QUALITY IMPROVEMENT PROGRAM- COMPREHENSIVE CENTER LUNG CANCER ALLIANCE THE JOINT COMMISSION HEALTHGRADES SUMMA 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 TWO 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 8,500 INDIVIDUALS WITH SUMMA HEALTH SYSTEM ACCOUNTING FOR THE VAST MAJORITY OF THESE EMPLOYEES. SUMMA HEALTH SYSTEM HAS A MEDICAL STAFF OF MORE THAN 1,000 PROFESSIONALS WORKING ON ITS CAMPUSES. SUMMA HEALTH SYSTEM HAS 814 LICENSED BEDS. THE BUILDINGS AND FACILITIES ON ALL CAMPUSES TOTAL MORE THAN 3 MILLION SQUARE FEET. SUMMA HEALTH SYSTEM- AKRON CAMPUS OFFERS GENERAL MEDICAL, SURGICAL, OBSTETRICAL, TRAUMA AND CRITICAL CARE SERVICES. THE AKRON CAMPUS PROVIDES ACUTE CARE SERVICES AND A WIDE RANGE OF OUTPATIENT SERVICES ON A CAMPUS OF APPROXIMATELY 60 ACRES. AS A LEADER IN MEDICAL EDUCATION, SUMMA HEALTH SYSTEM SUPPORTS THE EDUCATION OF ITS PHYSICIANS AND HEALTHCARE PROFESSIONALS. THE AKRON CAMPUS IS A TEACHING AFFILIATE OF THE NORTHEAST OHIO MEDICAL UNIVERSITY (NEOMED) AND INCLUDES A STAFF OF PHYSICIANS AND ACCREDITED RESIDENCY AND FELLOWSHIP PROGRAMS THAT FOSTER A DYNAMIC MEDICAL ENVIRONMENT. APPROXIMATELY 95 RESIDENTS AND FELLOWS GRADUATE FROM THE INSTITUTION'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 CAMPUS SUMMA 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 159 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, A STATE-OF-THE-ART ORTHOPEDIC JOINT REPLACEMENT CENTER OF EXCELLENCE, ALONG WITH A VARIETY OF OUTPATIENT SERVICES. CHARITY CARE IN 2024, SUMMA HEALTH PROVIDED CHARITY CARE AT AN ESTIMATED NET COST OF OVER $14.2 MILLION. THIS AMOUNT REPRESENTS THE NET COST ASSOCIATED WITH PROVIDING THE CARE AND DOES NOT INCLUDE BAD DEBT. PATIENTS WITH INCOME UP TO 250% OF THE FEDERAL POVERTY INCOME GUIDELINES OR WHO HAVE A HOSPITAL BILL THAT EXCEEDS 25% OF THEIR GROSS ANNUAL FAMILY INCOME ARE ELIGIBLE TO APPLY FOR FULLY DISCOUNTED CHARITY CARE ASSISTANCE. IN ADDITION, THERE IS A SLIDING SCALE DISCOUNT PROGRAM FOR THOSE WITH INCOMES BETWEEN 250% AND 400% OF THE FEDERAL POVERTY INCOME GUIDELINES. IN 2024, THE CHARITY CARE PROGRAM (INCLUDING HOSPITAL CARE ASSURANCE PROGRAM) BENEFITED OVER 17,788 PATIENT ENCOUNTERS. MEDICAID SHORTFALL HISTORICALLY, 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 OVER $89 MILLION. BAD DEBT SUMMA HEALTH IS COMMITTED TO PROVIDING QUALITY AND ACCESSIBLE HEALTHCARE. THIS INCLUDES COVERING THE EXPENSE OF PAYMENTS THAT WERE EXPECTED BUT NOT RECEIVED. WHILE SUMMA HEALTH RECOGNIZES BAD DEBT IS PART OF DOING BUSINESS, IT AGREES WITH THE OHIO HOSPITAL ASSOCIATION THAT IT IS IMPORTANT TO REPORT THESE COSTS TO SHOW THE TOTAL PICTURE OF CARE SUMMA HEALTH PROVIDES TO THE COMMUNITY WITHOUT FULL REIMBURSEMENT. IN 2024, THE COST FOR PROVIDING CARE WRITTEN OFF AS A BAD DEBT EXPENSE WAS OVER $17.7 MILLION. COMMUNITY HEALTH IMPROVEMENT SERVICES AN IMPORTANT PART OF SUMMA HEALTH'S MISSION IS OFFERING A PREVENTION AND WELLNESS PROGRAM TO BUILD A HEALTHIER COMMUNITY. IN 2024, SUMMA HEALTH PROVIDED MORE THAN $16.9 MILLION TO HELP FUND HEALTH IMPROVEMENT ACTIVITIES SUCH AS FREE AND LOW-COST HEALTH SCREENING, HEALTH EDUCATION SERVICES AND WELLNESS PROGRAMMING. SUBSIDIZED HEALTH SERVICES SUMMA HEALTH IS COMMITTED TO PROVIDING SUBSIDIZED HEALTH SERVICES - CLINICAL SERVICES THAT MEET AN IDENTIFIED COMMUNITY NEED AND ARE PROVIDED DESPITE FINANCIAL LOSS. VITAL SERVICES SUCH AS THE SUMMA HEALTH SENIOR HEALTH CENTER, SUMMA HEALTH TRAUMATIC STRESS CENTER, THE SUMMA HEALTH DENTAL CLINIC AND OUR DIABETES EDUCATION EFFORTS ARE OFFERED, EVEN THOUGH THEY ARE NOT PROFITABLE. INCOME FROM OTHER SERVICES IS USED TO COVER THESE COSTS. IN 2024, THE COST FOR SUBSIDIZED SERVICES WAS OVER $50 MILLION. FINANCIAL AND IN-KIND DONATIONS ANNUALLY, SUMMA HEALTH CONTRIBUTES FINANCIAL ASSISTANCE AND IN-KIND SERVICES TO SUPPORT COMMUNITY ORGANIZATIONS THAT PROMOTE HEALTH, WELLNESS AND AN IMPROVED QUALITY OF LIFE. FROM NEIGHBORHOOD HEALTH FACILITIES SUCH AS OPEN M AND FAITHFUL SERVANTS CARE CENTER, TO MEDICAL SERVICES AT ATHLETIC EVENTS THROUGHOUT THE COMMUNITY, SUMMA HEALTH PARTICIPATES IN NUMEROUS COMMUNITY PROGRAMS AND HELPS OTHER NONPROFITS FULFILL THEIR MISSIONS. IN 2024, THESE CONTRIBUTIONS WERE MORE THAN $4.4 MILLION. RESEARCH AND INNOVATION A MAJOR GOAL OF THE RESEARCH & INNOVATION GROUP IS TO OFFER OUR PATIENTS ACCESS TO CUTTING-EDGE THERAPIES AND TECHNOLOGIES WITHIN THE COMMUNITY, PARTICULARLY THROUGH CLINICAL TRIALS. THIS NOT ONLY PROVIDES THE BEST CARE FOR OUR PATIENTS, BUT ALSO IMPROVES THE HEALTH OF OUR COMMUNITY. IN 2024, SUMMA CONTRIBUTED A NET COST OF MORE THAN $6.5 MILLION TO EXPLORE POTENTIAL NEW THERAPIES, CARE COORDINATION IMPROVEMENTS AND TREATMENT OPTIONS.
(CONTINUED) 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 NORTHEAST 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 12 ACCREDITED RESIDENCY TRAINING PROGRAMS, 8 ACCREDITED FELLOWSHIP 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 2024, APPROXIMATELY 285 RESIDENTS AND FELLOWS TRAINED AT SUMMA HEALTH'S TWO MAIN HOSPITALS. ON AVERAGE, APPROXIMATELY 40% OF THESE RESIDENTS REMAIN IN OUR LOCAL AND SURROUNDING COMMUNITIES. SUMMA HEALTH'S 2024 INVESTMENT IN HEALTH PROFESSIONAL EDUCATION TOTALED NEARLY $30.9 MILLION. SUMMA HEALTH SERVICES: FOLLOWING IS A DESCRIPTION OF SUMMA HEALTH'S NOTABLE ACCOMPLISHMENTS BY PRIMARY SERVICE LINES IN 2024: CRITICAL CARE FOR THE EIGHTH TIME, SUMMA HEALTH RECEIVED THE AMERICA'S 100 BEST HOSPITALS FOR CRITICAL CARE AWARD FROM HEALTHGRADES REPRESENTING SUPERIOR CLINICAL OUTCOMES IN TREATING PULMONARY EMBOLISM, RESPIRATORY SYSTEM FAILURE, SEPSIS AND DIABETIC EMERGENCIES. SUMMA HEALTH RANKED #1 IN THE STATE BY HEALTHGRADES FOR CRITICAL CARE. HEART AND VASCULAR: SUMMA HEALTH HAS BEEN RECOGNIZED BY THE AMERICAN HEART ASSOCIATION FOR MANY AWARDS, INCLUDING GET WITH THE GUIDELINES GOLD PLUS- STROKE AND HEART FAILURE, LIFELINE HEART ATTACK REFERRING/RECEIVING CENTER ACCREDITATION AND STEMI (HEART ATTACK) ACCREDITATION. SUMMA HEALTH RECEIVED THE NCDR CHEST PAIN MI GOLD PERFORMANCE ACHIEVEMENT AWARD FOR 2024 FROM THE AMERICAN COLLEGE OF CARDIOLOGY. FOR THE SECOND CONSECUTIVE YEAR, SUMMA HEALTH WAS RECOGNIZED FOR OUR COMMITMENT AND SUCCESS IN SUSTAINING A TOP-LEVEL STANDARD FOR CARE FOR HEART ATTACK PATIENTS. SUMMA HEALTH IS ONE OF ONLY 61 HOSPITALS NATIONWIDE TO RECEIVE THE GOLD HONOR. THE SUMMA HEALTH HEART AND VASCULAR INSTITUTE HAS BEEN DESIGNATED AS A CAROTID CARE QUALITY CHAMPION BY THE SOCIETY FOR VASCULAR SURGERY VASCULAR QUALITY INITIATIVE (SVS VQI). THIS DISTINGUISHED PROGRAM HONORS HEALTHCARE ORGANIZATIONS ACROSS THE COUNTRY DEDICATED TO IMPROVING THE SAFETY AND EFFECTIVENESS OF VASCULAR CARE THROUGH PARTICIPATION AND ENGAGEMENT IN VQI'S CAROTID ARTERY STENTING AND CAROTID ENDARTERECTOMY REGISTRIES. PARTICIPATION IN THE VQI ALLOWS US TO MONITOR PERFORMANCE, BENCHMARK OUTCOMES AND PROVIDE THE BEST POSSIBLE CARE FOR OUR PATIENTS. NEUROSCIENCE: SUMMA HEALTH SYSTEM - AKRON CAMPUS RECEIVED SEVERAL HEALTHGRADES AWARDS FOR NEUROSCIENCES: * RANKED #1 IN THE STATE FOR NEUROSCIENCES. * RANKED #1 IN THE STATE FOR CRANIAL NEUROSURGERY. * RANKED #1 IN THE STATE FOR STROKE CARE. ONCOLOGY: SUMMA HEALTH IS A LEADER IN CANCER TREATMENT WITH NATIONALLY RECOGNIZED CANCER CENTERS THROUGHOUT NORTHEAST OHIO. SUMMA TREATS MORE THAN 100 CANCER TYPES, SPECIALIZING IN LUNG, BREAST, COLORECTAL, GYNECOLOGICAL AND ORTHOPEDIC. SUMMA HEALTH'S CANCER CENTERS ARE FULLY ACCREDITED BY THE AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER (COC). SUMMA HEALTH CANCER INSTITUTE WAS REACCREDITED FROM THE NATIONAL ACCREDITATION PROGRAM FOR RECTAL CANCER (NAPRC), A QUALITY PROGRAM OF THE AMERICAN COLLEGE OF SURGEONS. PULMONARY SUMMA HEALTH RECEIVED THE AMERICA'S 100 BEST HOSPITALS FOR PULMONARY CARE AWARD (SIX YEARS IN A ROW) REPRESENTING SUPERIOR CLINICAL OUTCOMES IN TREATING CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD) AND PNEUMONIA.
(CONTINUED) SYSTEM: FOR THE 21ST 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 SYSTEM - AKRON AND BARBERTON CAMPUSES WERE RECIPIENTS OF THE HEALTHGRADES 2025 AMERICA'S 50 BEST HOSPITALS AWARD. THIS PLACES SUMMA HEALTH AMONG THE TOP ONE PERCENT OF ALL HOSPITALS FOR CLINICAL CARE AND PATIENT OUTCOMES ACROSS TREATMENT OF THE MOST COMMON CONDITIONS AND PROCEDURES. SUMMA HEALTH WAS SELECTED BY THE WOMEN'S NETWORK LEADERSHIP INSTITUTE, A PROGRAM OF THE GREATER AKRON CHAMBER, AS THE 2024 DOROTHY O. JACKSON AWARD HONOREE. THIS HONOR REFLECTS OUR ORGANIZATION'S EXCELLENCE AND LEADERSHIP IN THE COMMITMENT TO THE EMPOWERMENT OF WOMEN AND THE PROMOTION OF DIVERSITY IN THE WORKPLACE. SUMMARY ALTHOUGH 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 2024, SUMMA HEALTH PROVIDED CHARITY CARE TO THE INDIGENT (INCLUDING UNREIMBURSED MEDICAID) AT THE COST OF OVER $103 MILLION. THIS AMOUNT DOES NOT INCLUDE SERVICES PROVIDED WRITTEN OFF AS BAD DEBT. IN ADDITION TO UNCOMPENSATED MEDICAL CARE, SUMMA HEALTH PROVIDED WELLNESS PROGRAMS, COMMUNITY EDUCATION PROGRAMS AND SPECIAL PROGRAMS FOR THE ELDERLY, PERSONS WITH DISABILITIES AND THE MEDICALLY UNDERSERVED. SUMMA HEALTH ALSO OPERATED A VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIES. THESE PROGRAMS WERE OFFERED AT A REDUCED PRICE OR PROVIDED TO THE COMMUNITY FREE OF CHARGE. SUMMA HEALTH OPERATES ITS FACILITIES IN A MANNER CONSISTENT WITH THE COMMUNITY BENEFIT REQUIREMENTS OF REV. RULE 69-545 AND SUBSEQUENT CASE LAW AND IRS GUIDELINES. SUMMA HEALTH'S HOSPITALS PROVIDE EMERGENCY SERVICES WHICH ARE OPEN AND AVAILABLE TO ALL PERSONS OF THE COMMUNITY, REGARDLESS OF THEIR ABILITY TO PAY. THE BOARD OF DIRECTORS CONSISTS OF PERSONS WHO ARE BROADLY REPRESENTATIVE OF THE COMMUNITY AND MEDICAL STAFF. SUMMA HEALTH MEDICAL GROUP- PROGRAM SERVICE ACCOMPLISHMENTS: SUMMA HEALTH MEDICAL GROUP, A SUMMA HEALTH ENTITY, IS A MULTI-SPECIALTY GROUP OF PHYSICIANS, ADVANCED PRACTICE PROVIDERS AND CARE TEAMS IN MEDICAL PRACTICES LOCATED IN THE COMMUNITIES WE SERVE. IN TOTAL, SUMMA HEALTH MEDICAL GROUP EMPLOYS APPROXIMATELY 370 PHYSICIANS AND 1,400 SUPPORT STAFF IN MORE THAN 40 SPECIALTIES AND SUB-SPECIALTIES. SUMMA HEALTH MEDICAL GROUP PROMOTES STRONG AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIAN SERVICES ARE MET. AS MEMBERS OF NEWHEALTH COLLABORATIVE, A CLINICIAN-LED ACCOUNTABLE CARE ORGANIZATION, SUMMA HEALTH MEDICAL GROUP PHYSICIANS ARE LEADING THE WAY TOWARD VALUE-BASED HEALTHCARE WITH INITIATIVES SUCH AS THE PATIENT-CENTERED MEDICAL HOME (PCMH) AND MEANINGFUL USE OF HEALTH INFORMATION TECHNOLOGY. SUMMA FOUNDATION - PROGRAM SERVICE ACCOMPLISHMENTS: SUMMA FOUNDATION SUPPORTS PATIENT CARE, MEDICAL EDUCATION AND RESEARCH THROUGH PHILANTHROPY. GENEROUS CONTRIBUTIONS AVERAGE $10 MILLION A YEAR AND HELP SUMMA HEALTH FULFILL ITS MISSION TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE AND CONTRIBUTE TO A HEALTHIER COMMUNITY. SUMMA FOUNDATION LINKS COMMUNITY SUPPORTERS WITH PHILANTHROPIC PRIORITIES THAT ENHANCE THE DELIVERY OF PATIENT CARE AND EMPOWER CLINICAL EXCELLENCE ACROSS THE ENTIRE SYSTEM. GIFTS SUPPORT PHYSICIAN RESIDENCY PROGRAMS, ADVANCED CERTIFICATIONS FOR NURSES, BEHAVIORAL HEALTH PROGRAMS, GROUNDBREAKING RESEARCH, THE LATEST TECHNOLOGIES FOR DIAGNOSIS AND TREATMENT, CANCER SUPPORT SERVICES, AND HELP RECRUIT AND RETAIN THE REGION'S BEST PHYSICIANS, ASSURING PATIENTS AND FAMILIES A CONTINUUM OF QUALITY CARE FAR INTO THE FUTURE. SUMMA FOUNDATION ALSO COLLABORATES WITH SYSTEM AND CLINICAL LEADERS TO DOCUMENT THE IMPACT OF PHILANTHROPIC INVESTMENTS AND TO SHARE THAT IMPACT WITH DONORS. 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 HEALTH SYSTEM EXPERT AND PARTNER IN THE PUBLIC POLICY AND REGULATORY PLANNING PROCESS. THIS DEPARTMENT COLLABORATES WITH INTERNAL AND EXTERNAL STAKEHOLDERS TO BEST PROTECT AND PROMOTE SUMMA'S MISSION, SUMMA BUSINESS AND CLINICAL INNOVATION PRIORITIES WITH PUBLIC OFFICIALS AND STAFF.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$264,609,314TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$393,242TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$306,499,269TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,472,840,848TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee8514EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members39GoverningBodyVotingMembersCnt
Independent Voting Member31IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NAOMI GANOEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3303753159PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
GARY WILLIAMS MD
DIRECTOR SF & SECRETARY4.00Yes (X)Yes (X)$0$0$0
GEORGE STRICKLER
DIRECTOR & CHAIRMAN SHS4.04.0Yes (X)Yes (X)$0$0$0
JAY WILLIAMSON MD
DIRECTOR & VICE CHAIR SHMG4.00Yes (X)Yes (X)$0$0$0
JESSICA HUDSON
SF PRESIDENT & CDO50.00Yes (X)Yes (X)$460,494$0$6,056
JULIA BIANCHI
DIRECTOR & CHAIR SF4.00Yes (X)Yes (X)$0$0$0
NICHOLAS BROWNING
DIRECTOR V.CH. SHS, DIRECTOR CH SHMG (End 07/24)4.04.0Yes (X)Yes (X)$0$0$0
T CLIFFORD DEVENY MD
CEO SHS, DIRECTOR SHS & SF4.046.0Yes (X)Yes (X)$0$2,017,927$222,002
ALMETA COOPER
DIRECTOR2.02.0Yes (X)$0$0$0
BARBARA FACIANA
DIRECTOR SHS2.02.0Yes (X)$0$0$0
BETSY CLARK
DIRECTOR SF2.00Yes (X)$0$0$0
CHARLES PETER MD
DIRECTOR SF2.00Yes (X)$0$0$0
DANIEL BALMERT
DIRECTOR SHMG2.00Yes (X)$0$0$0
DOMINIC WRIGHT
DIRECTOR SF2.00Yes (X)$0$0$0
EDWARD MARX
DIRECTOR2.02.0Yes (X)$0$0$0
GEORGE SCHMUTZ
DIRECTOR SF2.00Yes (X)$0$0$0
GINGER MARCHETTA
DIRECTOR SF2.00Yes (X)$0$0$0
IRIS HARVEY
DIRECTOR SF2.00Yes (X)$0$0$0
JASON BUTTERWORTH
DIRECTOR SF2.00Yes (X)$0$0$0
JONATHON PAVLOFF
DIRECTOR SF (End 12/24)2.00Yes (X)$0$0$0
JULIE PASTERNAK
DIRECTOR Sf2.00Yes (X)$0$0$0
JUSTIN DUNN MD
DIRECTOR SF2.00Yes (X)$0$0$0
KAREN BUDD PhD RN
DIRECTOR SF2.00Yes (X)$0$0$0
KATHLEEN GEIER
DIRECTOR2.02.0Yes (X)$0$0$0
KAY FRANKS
DIRECTOR SF (End 08/24)2.00Yes (X)$0$0$0
LEIGH GERSTENBERGER
DIRECTOR2.02.0Yes (X)$0$0$0
LYNN HAMRICH MD
DIRECTOR SHS, CLINICAL PHYSICIAN52.02.0Yes (X)$298,135$0$38,725
MARGARET LEE
DIRECTOR SF2.00Yes (X)$0$0$0
MARY ANN JACKSON
DIRECTOR SF2.00Yes (X)$0$0$0
NANCY BRENNAN
DIRECTOR SF2.00Yes (X)$0$0$0
NAOMI GANOE
DIRECTOR SF2.00Yes (X)$0$0$0
ORRY JACOBS
DIRECTOR SHS & SHMG2.02.0Yes (X)$0$0$0
PATRICIA WARTKO
DIRECTOR SF2.00Yes (X)$0$0$0
PATRICK O'NEILL
DIRECTOR SF2.00Yes (X)$0$0$0
PETER BITTENBENDER MD
DIRECTOR SHS & SHMG, CLINICAL PHYSICIAN52.02.0Yes (X)$708,351$0$36,207
RAMONA HOOD
DIRECTOR SHS2.02.0Yes (X)$0$0$0
RANDY LANGENDERFER
DIRECTOR2.02.0Yes (X)$0$0$0
STEVE COX
DIRECTOR SF2.00Yes (X)$0$0$0
STEVEN GORSUCH MD
DIRECTOR2.02.0Yes (X)$0$0$0
WILLIAM BAUMAN
DIRECTOR SF, CLINICAL PHYSICIAN (End 12/24)52.00Yes (X)$114,009$0$5,326
DAWN AHNER
TREAS., SVP, CFO4.046.0Yes (X)$0$901,252$115,249
ROBERT A GERBERRY
GEN. COUNSEL/SEC. SHS/SHMG4.046.0Yes (X)$0$797,073$91,539
VIVEK BHALLA
PRESIDENT SUMMA HEALTH MED.GR.50.00Yes (X)$708,081$0$101,987
BENJAMIN P SUTTON
EVP COO - PROVIDER OPS. PRESIDENT SHS4.046.0$0$1,167,829$132,616Yes (X)
BONNIE PANLASIGUI
SHS PRESIDENT (END 09/24)50.00$662,453$0$34,587Yes (X)
KATHLEEN BLAKE
SVP, PRESIDENT POST ACUTE/HOME2.050.0$0$528,642$77,168Yes (X)
PENELOPE GORSUCH DNPRNNEA-BC
SVP & CHF. NURSING EXEC.2.050.0$0$683,351$62,745Yes (X)
BRADLEY INKROTT
CLINICAL PHYSICIAN - SHMG50.00$1,942,367$0$43,191Yes (X)
DANE DONICH
CLINICAL PHYSICIAN - SHMG50.00$2,466,041$0$25,106Yes (X)
KIEL PFEFFERLE
CLINICAL PHYSICIAN - SHMG50.00$1,425,807$0$41,992Yes (X)
MATTHEW JAYKEL
CLINICAL PHYSICIAN - SHMG50.00$1,528,832$0$36,016Yes (X)
PAUL HARTZFELD
CLINICAL PHYSICIAN - SHMG50.00$1,638,716$0$37,591Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$11,953,286TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$6,096,074TotReportableCompRltdOrgAmt
Total Other Compensation$1,108,103TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1066IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$7,273,992GovernmentGrantsAmt
All Other Contributions$3,864,042AllOtherContributionsAmt
Total Contributions$11,138,034TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
PATIENT SVCS LESS BD620000$1,334,308,874$1,334,308,874
PROGRAM RELATED INVESTMENTS901101$7,783,219$7,495,959$287,260
PHARMACY REVENUE620000$231,913,206$231,913,206
LAB REVENUE620000$1,567,977$1,567,977
SHMG PRACTICE SUPPORT620000$79,618,044$79,618,044

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,317,745TotalRevenueColumnAmt
Related Or Exempt Func Income$5,317,745RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,660,509,065TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$406TotalRevenueColumnAmt
Exclusion$406ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,792,813RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$842,972RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$949,841RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$949,841TotalRevenueColumnAmt
Exclusion$949,841ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$5,374,906OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$248,501SecuritiesAmt
Other$1,615,552OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$248,501SecuritiesAmt
Other$3,759,354OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,510,853TotalRevenueColumnAmt
Exclusion$3,510,853ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
CAFETERIA SALES722511$5,539,224$5,539,224
PARKING812930$2,413,663$2,413,663
WELLNESS INSTITUTE810000$2,512,665$2,084,181$428,484

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,280,396TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$8,280,396ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$18,745,948OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,694,854,147TotalRevenueColumnAmt
Related Or Exempt Func Income$1,658,653,828RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,283,721UnrelatedBusinessRevenueAmt
Exclusion$22,778,564ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$393,242TotalAmt
Program Services$393,242ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,174,410TotalAmt
Program Services$2,567,463ProgramServicesAmt
Management And General$606,947ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$64,419TotalAmt
Program Services$52,102ProgramServicesAmt
Management And General$12,317ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$570,256,830TotalAmt
Program Services$459,971,449ProgramServicesAmt
Management And General$108,737,068ManagementAndGeneralAmt
Fundraising$1,548,313FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,552,790TotalAmt
Program Services$3,636,803ProgramServicesAmt
Management And General$859,739ManagementAndGeneralAmt
Fundraising$56,248FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$67,770,121TotalAmt
Program Services$54,615,665ProgramServicesAmt
Management And General$12,911,121ManagementAndGeneralAmt
Fundraising$243,335FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$36,398,300TotalAmt
Program Services$29,354,330ProgramServicesAmt
Management And General$6,939,352ManagementAndGeneralAmt
Fundraising$104,618FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$2,628,000TotalAmt
Program Services$2,125,526ProgramServicesAmt
Management And General$502,474ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$232,830TotalAmt
Management And General$232,830ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$4,579TotalAmt
Management And General$4,579ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$147,629,539TotalAmt
Program Services$116,509,572ProgramServicesAmt
Management And General$31,116,116ManagementAndGeneralAmt
Fundraising$3,851FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$59,613TotalAmt
Program Services$45,872ProgramServicesAmt
Management And General$10,844ManagementAndGeneralAmt
Fundraising$2,897FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,710,340TotalAmt
Program Services$7,724,649ProgramServicesAmt
Management And General$1,826,104ManagementAndGeneralAmt
Fundraising$159,587FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,343,645TotalAmt
Program Services$1,082,979ProgramServicesAmt
Management And General$256,016ManagementAndGeneralAmt
Fundraising$4,650FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$16,759,406TotalAmt
Program Services$13,555,008ProgramServicesAmt
Management And General$3,204,398ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$328,131TotalAmt
Program Services$262,814ProgramServicesAmt
Management And General$62,129ManagementAndGeneralAmt
Fundraising$3,188FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,097,458TotalAmt
Program Services$874,861ProgramServicesAmt
Management And General$206,817ManagementAndGeneralAmt
Fundraising$15,780FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$35,689,051TotalAmt
Program Services$28,865,304ProgramServicesAmt
Management And General$6,823,747ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$53,516,372TotalAmt
Program Services$43,284,042ProgramServicesAmt
Management And General$10,232,330ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,949,649TotalAmt
Program Services$10,473,675ProgramServicesAmt
Management And General$2,475,974ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES$441,711,803$441,718,915-$7,112
MANAGEMENT FEES$207,205,025$167,587,424$39,617,601
SHMG PRACTICE SUPPORT$79,215,073$64,069,151$15,145,922
TAXES AND FRANCHISE FEE$34,118,083$27,594,706$6,523,377

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$4,216,056TotalAmt
Program Services-$3,524,704ProgramServicesAmt
Management And General-$833,238ManagementAndGeneralAmt
Fundraising$141,886FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,722,592,653TotalAmt
Program Services$1,472,840,848ProgramServicesAmt
Management And General$247,474,564ManagementAndGeneralAmt
Fundraising$2,277,241FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$99,871BOYAmt
EOY$95,848EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,214,728BOYAmt
EOY$4,805,979EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$223,651,190BOYAmt
EOY$195,992,143EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$477,293BOYAmt
EOY$448,267EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$29,867,152BOYAmt
EOY$33,901,796EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$18,847,630BOYAmt
EOY$21,260,357EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,456,662,445LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$771,631,053LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$696,155,822BOYAmt
EOY$685,031,392EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$11,493,194BOYAmt
EOY$11,528,829EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$837,581,325BOYAmt
EOY$909,920,314EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,825,616,945BOYAmt
EOY$1,865,213,665EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$69,215,568BOYAmt
EOY$59,370,710EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,838,994BOYAmt
EOY$2,868,501EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$545,779,834BOYAmt
EOY$533,398,381EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$693,189,102BOYAmt
EOY$700,339,922EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,311,023,498BOYAmt
EOY$1,295,977,514EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$514,413,348BOYAmt
EOY$569,056,052EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$180,099BOYAmt
EOY$180,099EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$514,593,447BOYAmt
EOY$569,236,151EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,825,616,945BOYAmt
EOY$1,865,213,665EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$27,738,506ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$615,504NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$2,748,373PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$84,514,079OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SUMMA HEALTH SYSTEMBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN340714755EIN
Organization Type3OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$16,292,512CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,562,518CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,935,837CurrentTaxYearMinus1YearAmt
Current Tax Year$3,864,042CurrentTaxYearAmt
Total$37,654,909TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,292,512CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,562,518CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,935,837CurrentTaxYearMinus1YearAmt
Current Tax Year$3,864,042CurrentTaxYearAmt
Total$37,654,909TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$11,627,145SubstantialContributorsTotAmt
Public Support Total170$26,027,764PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$37,654,909TotalSupportAmt
Gross Receipts Rltd Activities$0GrossReceiptsRltdActivitiesAmt
Public Support CY1700.69122PublicSupportCY170Pct
Public Support PY1700.64219PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

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

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

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

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part I LINE 3, 7, 12SUMMA HEALTH SYSTEM, EIN 34-0714755, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS AS A HOSPITAL ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(III). SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP (SHMG), EIN 34-1790929, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS SECTION 509(A)(3) TYPE III FUNCTIONALLY INTEGRATED AND MUST COMPLETE SCHEDULE A, PART IV, SECTIONS A, D, AND E. THE NUMBER OF SUPPORTING ORGANIZATIONS FOR LINE 12F IS 1. THE SUPPORTED ORGANIZATION FOR LINE 12G IS SUMMA HEALTH SYSTEM, EIN 34-0714755, WHOSE ORGANIZATION TYPE DESCRIBED ON LINES 1-10 IS 3, AND WHICH IS LISTED IN THE SHMG ORGANIZING DOCUMENTS. LISTING ZERO IN SUPPORT FOR LINE 12G COLUMN (V) AND (VI). SUMMA FOUNDATION, EIN 34-1219001, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC DESCRIBED IN SECTION 170(B)(1)(A)(VI) AND MUST COMPLETE SCHEDULE A PART II. PURSUANT TO THE INSTRUCTIONS FOR GROUP FILINGS, THE ABOVE LISTED ORGANIZATIONS HAVE SEPARATELY DOCUMENTED THEIR COMPLIANCE REQUIREMENTS ON SCHEDULE A, PART VI, SUPPLEMENTAL INFORMATION.
Schedule A, Part II Public SupportSCHEDULE A PUBLIC SUPPORT SCHEDULE IS BEING PREPARED FOR SUMMA FOUNDATION, EIN 34-1219001. SUMMA FOUNDATION IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC DESCRIBED IN SECTION 170(B)(1)(A)(VI) AND MUST COMPLETE SCHEDULE A PART II.
Schedule A, Part IV, Section A, Line 1 Schedule A, Part IV, Sections A, D, and ESHMG, EIN 34-1790929, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS SECTION 509(A)(3) TYPE III FUNCTIONALLY INTEGRATED AND MUST COMPLETE SCHEDULE A, PART IV, SECTIONS A, D, AND E. THE ANSWERS PROVIDED ON SCHEDULE A, PART VI, SECTIONS A, D, AND E ARE PROVIDED FOR SHMG.
Schedule A, Part IV, Section A, Line 1THE ANSWER FOR LINE 1 IS YES. SUPPORTED ORGANIZATIONS LISTED BY NAME: SHMG, EIN 34-1790929, WAS THE SUPPORTING ORGANIZATION TO THE FOLLOWING SUPPORTED ORGANIZATION SUMMA HEALTH SYSTEM, INC. EIN 34-0714755. SUMMA HEALTH SYSTEM IS DESIGNATED AS A SUPPORTED ORGANIZATION BY NAME IN THE ARTICLES OF INCORPORATION OF SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP. AN HISTORIC AND CONTINUING RELATIONSHIP OF SUPPORT EXISTS BETWEEN SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP, AND SUMMA HEALTH SYSTEM, THE SUPPORTED HOSPITAL LISTED ON PART I LINE 12G. SECTIONS A, D AND E ARE PROVIDED FOR SHMG.
Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment PoliciesSUMMA HEALTH HAS A SIGNIFICANT VOICE IN SHMG'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF SHMG'S INCOME OR ASSETS AT ALL TIME DURING THE TAX YEAR THROUGH COMMON BOARD MEMBERSHIP AND THROUGH COMMON CONTROL PROVIDED BY SUMMA HEALTH. THE PARENT ORGANIZATION OF SUMMA HEALTH SYSTEM, THE SUPPORT ORGANIZATION.
Schedule A, Part IV, Section E, Line 2a Org. Activities Directly Further The Exempt PurposesORGANIZATION ACTIVITIES DIRECTLY FURTHER THE EXEMPT PURPOSES: SHMG PROMOTES THE STRONGER AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE THE SUPPORTED HOSPITALS LISTED IN PART I LINE 12G MEET COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIAN SERVICES, AND ALSO DEVELOPS PHYSICIAN COVERAGE IN NEW MARKETS. SHMG DIRECTORS AND OFFICERS SERVE AS DIRECTORS AND OFFICERS ON THE BOARDS OF THE SUPPORTED ORGANIZATIONS, ENSURING RESPONSIVENESS. SHMG'S PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE HOSPITAL-BASED PRACTICES, MISSION-BASED PRACTICES, AND STRATEGIC-BASED PRACTICES, ALL BASED EXCLUSIVELY IN THE IDENTIFIED SUPPORTED HOSPITAL AND CONSTITUTING SUBSTANTIALLY ALL OF SHMG'S ACTIVITIES.
Schedule A, Part IV, Section E, Line 2b Activities That One Or More Supp. Org. Engaged InACTIVITIES THAT ONE OR MORE SUPPORTED ORGANIZATIONS ENGAGED IN: BUT FOR SHMG'S WORK TO ENSURE A STRONG AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE THE SUPPORTED HOSPITAL LISTED IN PART I LINE 12G MEETS COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIAN SERVICES, THE IMPORTANT RELATIONSHIPS BETWEEN THE SUPPORTED HOSPITAL AND ITS PHYSICIANS WOULD HAVE TO BE MANAGED BY THE HOSPITAL.

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$4,579OtherActivitiesAmt
Total Lobbying Expenditures$4,579TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationTHE AMOUNT ON LINE 1(I) REPRESENTS THE PORTION OF ANNUAL DUES TO THE OHIO HOSPITAL ASSOCIATION ALLOCABLE TO LOBBYING ACTIVITIES.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,193,531BeginningYearBalanceAmt
Contributions-$3,554ContributionsAmt
Investment Earnings Or Losses$601,772InvestmentEarningsOrLossesAmt
End Year Balance$29,791,749EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,058,724BeginningYearBalanceAmt
Contributions$135,091ContributionsAmt
Investment Earnings Or Losses$999,716InvestmentEarningsOrLossesAmt
End Year Balance$29,193,531EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,263,036BeginningYearBalanceAmt
Contributions$870,744ContributionsAmt
Investment Earnings Or Losses-$2,075,056InvestmentEarningsOrLossesAmt
End Year Balance$28,058,724EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,566,543BeginningYearBalanceAmt
Contributions$923,605ContributionsAmt
Investment Earnings Or Losses$772,888InvestmentEarningsOrLossesAmt
End Year Balance$29,263,036EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,418,953BeginningYearBalanceAmt
Contributions$359,489ContributionsAmt
Investment Earnings Or Losses$788,101InvestmentEarningsOrLossesAmt
End Year Balance$27,566,543EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.0PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$46,474,602OtherCostOrOtherBasisAmt
Book Value$46,474,602BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$906,050,983OtherCostOrOtherBasisAmt
Depreciation$429,686,617DepreciationAmt
Book Value$476,364,366BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$19,374,888OtherCostOrOtherBasisAmt
Depreciation$7,792,227DepreciationAmt
Book Value$11,582,661BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$428,257,748OtherCostOrOtherBasisAmt
Depreciation$305,106,861DepreciationAmt
Book Value$123,150,887BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$56,504,224OtherCostOrOtherBasisAmt
Depreciation$29,045,348DepreciationAmt
Book Value$27,458,876BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$685,031,392TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (8 entries)

DescDescBook ValueBookValueAmt
NON-PERF ASSET AIR RIGHTS$491,870
TAXES RECEIVABLE$221,092
OTHER ACCOUNTS RECEIVABLE$68,571
BENEFICIAL INTEREST IN PROPERTY$3,423,026
DUE FROM RELATED ORGANIZATIONS$884,177,932
RIGHT OF USE ASSETS$15,694,348
OTHER ACCOUNTS RECEIVABLE UPL NET OF ALLOWANCE-$1,142,543
PREPAID PENSION ASSET$6,986,018
FieldValueIRS element (for citing)
Total Book Value Other Assets$909,920,314TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)

DescDescAmtAmt
Federal Income Taxes
CAPITAL LEASE OBLIGATIONS$24,681,280
ASSET RETIREMENT OBLIGATION$0
INTEREST RATE SWAP$1,708,104
POST RETIREMENT BENEFITS$294,934
CONTINGENT LIABILITIES$490,083
MALPRACTICE LIABILITY$16,274,000
UNSECURED PAYABLES$341,871,705
PURCHASE OPTION LIABILITY$4,680,805
RIGHT OF USE LEASE OBLIGATION$10,356,373
2021 BONDS$299,982,638
FieldValueIRS element (for citing)
Total Liability$700,339,922TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$0RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$0TotalRevenuePerForm990Amt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$0ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$0TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsENDOWMENT FUNDS PROVIDE INCOME TO BE USED TO FULFILL THE TAX-EXEMPT PURPOSES OF SUMMA FOUNDATION.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteSUMMA AND MOST OF ITS SUBSIDIARIES ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. SUMMA ALSO HAS CERTAIN SUBSIDIARIES THAT ARE TAXABLE FOR FEDERAL INCOME TAX PURPOSES. SC, TOGETHER WITH AFFILIATES OF SHSC, FILES A CONSOLIDATED FEDERAL INCOME TAX RETURN IN ACCORDANCE WITH A TAX-SHARING AGREEMENT DATED JANUARY 1, 2010. THE ENTITIES UTILIZE A CONSOLIDATED APPROACH TO THE ALLOCATION OF FEDERAL INCOME TAXES, WHEREAS SHSC'S TAX-SHARING AGREEMENT WITH ITS SUBSIDIARIES ALLOWS IT TO MAKE CERTAIN CODE ELECTIONS IN ITS CONSOLIDATED FEDERAL TAX RETURN. IN THE EVENT SUCH CODE ELECTIONS ARE MADE, ANY BENEFIT OR LIABILITY IS THE RESPONSIBILITY OF SHSC AND IS ACCRUED AND PAID BY THE PARTICIPATING SUBSIDIARIES. SC IS NOT SUBJECT TO STATE INCOME TAXES AS IT IS LICENSED AS A HEALTH INSURANCE COMPANY UNDER CHAPTER 1751 OF THE OHIO REVISED CODE. DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR THE FUTURE TAX CONSEQUENCES ATTRIBUTABLE TO DIFFERENCES BETWEEN THE FINANCIAL STATEMENT CARRYING AMOUNTS OF EXISTING ASSETS AND LIABILITIES AND THE RESPECTIVE TAX BASIS AND OPERATING LOSS AND TAX CREDIT CARRYFORWARDS. DEFERRED TAX ASSETS AND LIABILITIES ARE MEASURED USING ENACTED TAX RATES EXPECTED TO APPLY TO TAXABLE INCOME IN THE YEARS IN WHICH THOSE TEMPORARY DIFFERENCES ARE EXPECTED TO BE RECOVERED OR SETTLED. THE EFFECT ON DEFERRED TAX ASSETS AND LIABILITIES OF A CHANGE IN TAX RATES IS RECOGNIZED IN INCOME IN THE PERIOD THAT INCLUDES THE ENACTMENT DATE. SUMMA RECOGNIZES INTEREST INCOME, INTEREST EXPENSE, AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS WITHIN THE PROVISION FOR INCOME TAX.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegionTxt
Offices1OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedProgram ServicesTypeOfActivitiesConductedTxt
Specific Services ProvidedSelf InsuranceSpecificServicesProvidedTxt
Region Total Expenditures$15,214,496RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$15,214,496SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$15,214,496TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsFormAndLineReferenceDesc
ExplanationCENTRAL AMERICA AND THE CARIBBEAN-AccrualExplanationTxt

Schedule H IRS990ScheduleH

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

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other250FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$50,300,229TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$36,004,715DirectOffsettingRevenueAmt
Net Community Benefit Expns$14,295,514NetCommunityBenefitExpnsAmt
Total Expense0.00824TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$238,966,717TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$149,413,831DirectOffsettingRevenueAmt
Net Community Benefit Expns$89,552,886NetCommunityBenefitExpnsAmt
Total Expense0.05159TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$289,266,946TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$185,418,546DirectOffsettingRevenueAmt
Net Community Benefit Expns$103,848,400NetCommunityBenefitExpnsAmt
Total Expense0.05983TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$16,940,332TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$16,940,332NetCommunityBenefitExpnsAmt
Total Expense0.00976TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$47,211,806TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$16,311,117DirectOffsettingRevenueAmt
Net Community Benefit Expns$30,900,689NetCommunityBenefitExpnsAmt
Total Expense0.01780TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$50,273,093TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$50,273,093NetCommunityBenefitExpnsAmt
Total Expense0.02896TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$7,162,213TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$603,951DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,558,262NetCommunityBenefitExpnsAmt
Total Expense0.00378TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$4,460,685TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$4,460,685NetCommunityBenefitExpnsAmt
Total Expense0.00257TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$126,048,129TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$16,915,068DirectOffsettingRevenueAmt
Net Community Benefit Expns$109,133,061NetCommunityBenefitExpnsAmt
Total Expense0.06287TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$415,315,075TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$202,333,614DirectOffsettingRevenueAmt
Net Community Benefit Expns$212,981,461NetCommunityBenefitExpnsAmt
Total Expense0.12270TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Economic Development EconomicDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$87,512TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$87,512NetCommunityBenefitExpnsAmt
Total Expense0.00005TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$87,512TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$87,512NetCommunityBenefitExpnsAmt
Total Expense0.00005TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$17,739,000BadDebtExpenseAmt
Reimbursed By Medicare$134,988,871ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$169,233,916CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$34,245,045MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

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

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp

Entity Name EntityName

FieldValueIRS element (for citing)
Business Name Line11 DIGESTIVE HEALTH CENTER LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesDIGESTIVE DISEASEPrimaryActivitiesTxt
Org Profit Or Ownership0.1019OrgProfitOrOwnershipPct
Ofcr Etc Profit Or Ownership0.0OfcrEtcProfitOrOwnershipPct
Physicians Profit Or Ownership0.44PhysiciansProfitOrOwnershipPct
FieldValueIRS element (for citing)
Hospital Facilities2HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (2 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdWebsite AddressWebsiteAddressTxtState LicenseStateLicenseNumLicensed HospitalLicensedHospitalIndGeneral Medical And SurgicalGeneralMedicalAndSurgicalIndTeaching HospitalTeachingHospitalIndResearch FacilityResearchFacilityIndEmergency Room24 HrsEmergencyRoom24HrsIndOtherOtherDesc
SUMMA HEALTH SYSTEM
1141 N FORGE STAKRONOH44304WWW.SUMMAHEALTH.ORG1275Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)
SUMMA REHAB HOSPITAL LLC
229 NORTH ADAMS STREETAKRONOH44304WWW.SUMMAREHABHOSPITAL.COM1503Yes (X)Yes (X)REHABILITATION

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (2 entries)

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SUMMA HEALTH SYSTEM
1falsefalseYes (true)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)22Yes (true)Yes (true)Yes (true)Yes (true)Yes (X)HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESYes (X)Yes (true)22Yes (true)HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSESfalseYes (true)Yes (X)250.0400.0Yes (X)Yes (X)Yes (X)Yes (X)Yes (true)Yes (true)Yes (X)Yes (X)Yes (X)Yes (true)Yes (X)https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistanceYes (X)https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistanceYes (X)https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistanceYes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (true)Yes (X)falseYes (X)Yes (X)Yes (X)Yes (X)Yes (true)Yes (X)falsefalse
SUMMA REHAB HOSPITAL LLC
1falsefalseYes (true)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)22Yes (true)Yes (true)Yes (true)Yes (true)Yes (X)HTTPS://SUMMAREHABHOSPITAL.COM/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-2022/Yes (X)Yes (true)22Yes (true)HTTPS://SUMMAREHABHOSPITAL.COM/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-2022/falseYes (true)Yes (X)250.0400.0Yes (X)Yes (X)Yes (X)Yes (X)Yes (true)Yes (true)Yes (X)Yes (X)Yes (X)Yes (true)Yes (X)https://summarehabhospital.com/financial-assistance/Yes (X)https://summarehabhospital.com/financial-assistance/Yes (X)https://summarehabhospital.com/financial-assistance/Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (true)Yes (X)falseYes (X)Yes (X)Yes (X)falseYes (X)falsefalseYes (X)

Supplemental Information SupplementalInformationGrp (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part V, Section B, Line 5 Facility , 1Facility , 1 - SUMMA HEALTH SYSTEM. IN 2022 SUMMA HEALTH PARTNERED WITH SUMMIT COUNTY PUBLIC HEALTH (SCPH) AND THE SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT (SCCHI) TO CONDUCT THE 2022 CHNA. DURING THE PROCESS, OVER 250 INDICATORS WERE REVIEWED, AND COMMUNITY LEADERS AND RESIDENTS WERE CONSULTED. THE 2022 CHNA WAS COMPLETED USING THE NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS (NACCHO) MODIFIED-MOBILIZING ACTION THROUGH PARTNERSHIP AND PLANNING (MAPP) PROCESS. THIS PROCESS WAS FACILITATED BY SCPH AND CONDUCTED WITH THE SCCHI. SCCHI IS A 40+ MEMBER COLLABORATIVE WITH THE MISSION OF IDENTIFYING KEY HEALTH PRIORITIES IN SUMMIT COUNTY AND COORDINATING ACTION TO IMPROVE POPULATION HEALTH AND PROMOTE HEALTH EQUITY FOR ALL. THESE COMMUNITY LEADERS PROVIDE A PERSPECTIVE ON THE BROAD INTERESTS OF THE GROUPS SERVED BY THE HOSPITAL FACILITY, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME PERSONS, MINORITY GROUPS. SCPH EPIDEMIOLOGY GATHERED DATA FROM A VARIETY OF SOURCES INCLUDING COUNTY HEALTH RANKINGS, AMERICAN COMMUNITY SURVEY, AND COMMUNITY HEALTH STATUS INDICATORS. SCPH ALSO UTILIZED THE 2018 YOUTH RISK BEHAVIORAL SURVEY, THE OHIO DEPARTMENTS OF HEALTH BIRTH AND DEATH DATA, AND EPICENTER. QUALITATIVE DATA COLLECTED THROUGH SURVEYS, FOCUS GROUPS AND COMMUNITY MEETINGS WERE ALSO UTILIZED TO GATHER INFORMATION ABOUT HOW SUMMIT COUNTY LEADERS AND RESIDENTS EXPERIENCE THE HEALTH OUTCOMES AND COMMUNITY CONDITIONS THAT AFFECT QUALITY OF LIFE. THIS INFORMATION CAN PROVIDE ADDITIONAL CONTEXT TO QUANTITATIVE DATA AND HEALTH TO STRATEGICALLY INFORM IMPROVEMENTS. SCCHI AND SCPH ALSO COMPLETED TWO QUALITATIVE MAPP ASSESSMENTS: COMMUNITY THEMES, STRENGTHS, AND THE FORCES OF CHANGE. FOCUS GROUPS AND SURVEYS WERE CONDUCTED AND DISTRIBUTED THROUGHOUT THE COMMUNITY IN 2022 TO IDENTIFY BARRIERS AND OPPORTUNITIES THROUGH THE LENS OF THE COMMUNITY MEMBER. LEADERS FROM THE FOLLOWING COMMUNITY ORGANIZATIONS WERE CONSULTED DURING THIS CHNA: AETNA AKRON AREA YMCA AKRON CANTON REGIONAL FOODBANK AKRON CHILDREN'S HOSPITAL AKRON COMMUNITY FOUNDATION AKRON METROPOLITAN AREA TRANSPORTATION STUDY AKRON METROPOLITAN HOUSING AUTHORITY AKRON PUBLIC SCHOOLS AKRON REGION INTERPROFESSIONAL AREA HEALTH EDUCATION CENTER AKRON SUMMIT COMMUNITY ACTION, INC AKRON SUMMIT COUNTY PUBLIC LIBRARY AKRON ZOO ALZHEIMER'S ASSOCIATION SUMMA HEALTH GROUP RETURN 90-0640432 AMERICAN CANCER SOCIETY AMERICAN HEART ASSOCIATION ASIAN SERVICES IN ACTION, INC AXESSPOINTE COMMUNITY HEALTH CENTER BABY 1ST NETWORK BLACK HEALTH COALITION CHC ADDICTION CHILD GUIDANCE AND FAMILY SOLUTIONS CITY OF AKRON CITY OF TALLMADGE CHOICES CLEVELAND CLINIC AKRON GENERAL COMMUNITY LEGAL AID COUNTY OF SUMMIT COUNTY OF SUMMIT ALCOHOL DRUG ADDICTION AND MENTAL HEALTH SERVICES BOARD FAIR HOUSING AKRON GREATER AKRON CHAMBER OF COMMERCE GREEN LEAF CENTER HOPE HEALING HAVEN OF REST MINISTRIES HUMILITY OF MARY HOUSING PROGRAM INFOLINE, INC INTERNATIONAL INSTITUTE OF AKRON LET'S GROW AKRON LOVE AKRONMATURE SERVICES MHA ADVOCACY MUSTARD SEED MARKET AND CAF NORTHEAST OHIO MEDICAL UNIVERSITY OHIO GUIDESTONE OPEN M MINISTRIES PLANNED PARENTHOOD OF GREATER OHIO PROJECT LEARN OF SUMMIT COUNTY SIDS OHIO STARK STATE UNIVERSITY SUMMIT COUNTY DD BOARD SUMMIT COUNTY PUBLIC HEALTH SUMMIT EDUCATION INITIATIVE SUMMIT METRO PARKS THE BLICK CENTER UHCAN OHIO UNITED WAY OF SUMMIT COUNTY UNIVERSITY OF AKRON ADDITIONAL DETAIL CAN BE FOUND ON THE SUMMA HEALTH WEBSITE AT https://www.summahealth.org/about-us/about-summa/community-benefit-and-diversity/communityneedsassessments
Schedule H, Part V, Section B, Line 6a Facility , 1Facility , 1 - SUMMA HEALTH SYSTEM. SUMMA HEALTH CONDUCTED THE CHNA ON BEHALF OF EACH OF ITS HOSPITAL FACILITIES LISTED IN PART V, SECTION A, WHICH ARE, SUMMA HEALTH SYSTEM AND SUMMA REHAB HOSPITAL, LLC
Schedule H, Part V, Section B, Line 6b Facility , 1Facility , 1 - SUMMA HEALTH SYSTEM. SUMMIT COUNTY PUBLIC HEALTH SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT
Schedule H, Part V, Section B, Line 11 Facility , 1Facility , 1 - SUMMA HEALTH SYSTEM. IN 2022 SUMMA HEALTH PARTNERED WITH SUMMIT COUNTY PUBLIC HEALTH (SCPH) AND THE SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT (SCCHI) TO CONDUCT THE 2022 CHNA THAT WAS APPROVED BY THE SUMMA HEALTH BOARD OF DIRECTORS ON OCTOBER 27, 2022. DURING THIS PROCESS OVER 200 INDICATORS WERE REVIEWED, COMMUNITY LEADERS AND RESIDENTS WERE CONSULTED, AND SIGNIFICANT HEALTH NEEDS WERE IDENTIFIED USING THE MAPP PROCESS. IN COLLABORATION WITH SUMMA'S INTERNAL LEADERSHIP AND DEPARTMENTS, ASSISTANCE FROM MEMBERS OF THE SUMMA CEC AND MANY EXTERNAL PARTNERS, SUMMA'S PRIORITIZATION PROCESS INCLUDED REVIEW OF THE DATA FINDINGS, BURDEN SCOPE AND URGENCY OF THE HEALTH NEED, THE FEASIBILITY OF INTERVENING, THE HOSPITAL'S STRATEGIC PRIORITIES, FINANCIAL AND HUMAN RESOURCES, PARTER ACTIVITY, AND THE LOCAL AND STATE HEALTH IMPROVEMENT PLANS. THE OUTCOME OF THE 2022 CHNA EFFORTS AS DETERMINED BY CAREFUL ANALYSIS OF BOTH THE EPIDEMIOLOGICAL AND QUALITATIVE DATA, YIELDED THE FOLLOWING PRIORITIES: ACCESS AND BARRIERS TO HEALTH CARE, CHRONIC DISEASE PREVENTION AND MANAGEMENT, HEALTH EQUITY, MENTAL HEALTH AND ADDICTION AND SOCIAL DETERMINANTS OF HEALTH. THE PRIORITIES ARE IN ALIGNMENT WITH CURRENT COMMUNITY HEALTH NEEDS IDENTIFIED BY THE SUMMIT COUNTY PUBLIC HEALTH 2022 COMMUNITY HEALTH ASSESSMENT AND THE OHIO DEPARTMENT OF HEALTH'S 2019 STATE HEALTH ASSESSMENT AND THE 2020-2022 STATE HEALTH IMPROVEMENT PLAN, WHICH WAS THE MOST CURRENT PLAN AVAILABLE. SIGNIFICANT HEALTH NEEDS ADDRESSED: CHNA HEALTH PRIORITY: ACCESS AND BARRIERS TO HEALTH CARE: ACCESS TO HEALTH CARE IS A BROAD TERM USED TO DESCRIBE THE AVAILABILITY, ACCEPTABILITY, AFFORDABILITY AND ACCESSIBILITY OF HEALTH CARE SYSTEMS AND PROVIDERS. ADULTS WITH POOR ACCESS TO HEALTHCARE, OR WHO FACE BARRIERS TO CARE, HAVE A HARDER TIME GETTING PREVENTATIVE SERVICES OR MEDICATION. ACCESS TO CLINICAL CARE ACCOUNTS FOR 20% OF A PERSON'S HEALTH STATUS ACCORDING TO THE WISCONSIN COUNTY HEALTH RANKINGS MODEL. BOTH ACCESS TO CARE AND THE QUALITY OF THAT CARE HAVE AFFECTED THE HEALTH OF SUMMIT COUNTY. EVEN AFTER THE IMPLEMENTATION OF THE ACA, 8% OF ADULTS AND 3% OF CHILDREN STILL DO NOT HAVE HEALTH INSURANCE. HAVING HEALTH INSURANCE IS ONLY ONE PART OF THE HEALTH ACCESS PICTURE, HOWEVER. HAVING ACCESS TO A PROVIDER WHEN THEY ARE NEEDED ALSO IS IMPORTANT. RATIOS OF PRIMARY CARE PHYSICIANS, MENTAL HEALTH PROVIDERS AND DENTISTS TO POPULATION ALL SHOWED MEANINGFUL IMPROVEMENT SINCE THE 2019 CHNA. LANGUAGE BARRIERS ALSO IMPACT HEALTH CARE ACCESS. THE RECENT INFLUX OF IMMIGRANT AND PARTICULARLY REFUGEE POPULATIONS FROM AROUND THE WORLD HAS CREATED CHALLENGES TO HEALTH CARE ACCESS. FOR EXAMPLE, THE PERCENTAGE OF THOSE AGE 5 AND OLDER WHO ARE LINGUISTICALLY ISOLATED (SPEAK ENGLISH LESS THAN VERY WELL AS WELL AS A LANGUAGE OTHER THAN ENGLISH IN THE HOME) INCREASED SHARPLY BETWEEN 2015 AND 2019. AT THE TIME OF THE 2019 CHNA, ONLY 59% OF FEMALE MEDICARE PATIENTS RECEIVE MAMMOGRAPHY SCREENING. THAT PERCENTAGE HAS NOW DECREASED TO JUST 43%. LOW RATES OF ELIGIBLE WOMEN RECEIVING ROUTINE MAMMOGRAMS COULD MEAN THAT MANY WOMEN WITH CANCER WILL NOT RECEIVE A DIAGNOSIS OF BREAST CANCER UNTIL THAT CANCER IS IN ITS LATER STAGES. PREVENTIVE DENTAL HEALTH SCREENINGS ARE ALSO LOW, WITH LESS THAN TWO-THIRDS OF ADULTS, MIDDLE SCHOOL STUDENTS, AND HIGH SCHOOL STUDENTS SAYING THEY HAVE VISITED A DENTIST IN THE PAST 12 MONTHS. GOAL: IMPROVE ACCESS AND REDUCE BARRIERS TO QUALITY HEALTHCARE FOR THE RESIDENTS OF SUMMIT COUNTY. THE HEALTH NEEDS PERTAINING TO ACCESS ARE BEING ADDRESSED BY INCORPORATING COMMUNITY HEALTH WORKERS IN COMMUNITY BASED SETTINGS AND INCREASING THE NUMBER OF INDIVIDUALS WHO HAVE ACCESS TO PRIMARY CARE MEDICAL HOMES AND COMPREHENSIVE PRIMARY CARE PLUS PRACTICES THEREBY INCREASING THE OPPORTUNITIES FOR PREVENTATIVE AND EARLY INTERVENTIONS FOR INDIVIDUALS REQUIRING PRIMARY CARE, DENTAL, AND BEHAVIORAL HEALTH PROVIDERS. EXPECTED OUTCOME (S): INCREASED USE OF HEALTHCARE SERVICES REDUCED BARRIERS TO ACCESSING CARE INCREASED ACCESS TO SCREENINGS CHNA HEALTH PRIORITY: CHRONIC DISEASE PREVENTION AND MANAGEMENT: CHRONIC DISEASES ARE DISEASES THAT A PERSON HAS FOR A LONG TIME, SOMETIMES INDEFINITELY. PEOPLE WITH CHRONIC DISEASES USUALLY NEED TO SEE THEIR DOCTORS ON A REGULAR BASIS TO MONITOR THE PROGRESSION OF THEIR DISEASE TO GET TREATMENT. DEATH RATES FROM A FEW OF THE MORE COMMON CHRONIC DISEASES EITHER STAYED THE SAME OR SLIGHTLY DECREASED SINCE THE 2019 CHNA, INCLUDING BREAST, COLORECTAL CANCER, STROKE, AND CHRONIC LOWER RESPIRATORY DISEASE. THE STABILIZATION AND/OR IMPROVEMENT OF CANCER DEATH RATES FOR BREAST AND COLORECTAL CANCER IS ESPECIALLY IMPORTANT, AS THESE ARE CANCERS THAT ARE MORE READILY DETECTED THROUGH EARLY SCREENING. DEATH RATES FROM ALL CANCER TYPES COMBINED DECREASED BY ABOUT 2%. DEATHS FROM CHRONIC KIDNEY DISEASE AND PROSTATE CANCER INCREASED, AS DID DEATH RATES FROM HEART DISEASE AND ALZHEIMER'S/DEMENTIA. OVER THE PAST SEVERAL YEARS, THE BEHAVIORAL RISK FACTOR SURVEILLANCE SURVEY (BRFSS) HAS SHOWN THAT NEARLY TWO-THIRDS OF THE ADULT POPULATION IS EITHER OVERWEIGHT OR OBESE, AND ABOUT ONE-THIRD OF THOSE INDIVIDUALS HAVE REPORTED BEING TOLD THEY HAVE EITHER HIGH CHOLESTEROL OR HIGH BLOOD PRESSURE. IN ADDITION, ABOUT ONE-QUARTER OF ADULTS SAY THEY SMOKE, AND ANOTHER QUARTER SAY THEY ARE NOT PHYSICALLY ACTIVE. ALL OF THESE BEHAVIORS HAVE EITHER STAYED THE SAME OR INCREASED OVER THE PAST SEVERAL YEARS, DESPITE SOLID EVIDENCE THAT THEY INCREASE CHRONIC DISEASE RATES. SEVERAL EXTERNAL CAUSES OF DEATH ALSO HAVE INCREASED (DEATHS NOT CAUSED BY DISEASE OR OTHER NATURAL CAUSES). IN ADDITION TO DRUG OVERDOSE DEATHS, OTHER KINDS OF ACCIDENTAL DEATHS (AUTO ACCIDENTS AND FALLS BEING THE MOST COMMON) HAVE INCREASED 36% SINCE 2019. FIREARM-RELATED HOMICIDES ALSO ARE UP 37% SINCE THE 2019 CHNA. FALL-RELATED DEATHS AMONG SENIORS, AND BOTH TRAUMATIC BRAIN INJURY EMERGENCY ROOM VISITS RESULTING FROM AND DEATHS FROM TRAUMATIC BRAIN INJURY HAVE INCREASED FOR SENIORS SINCE 2018. GOAL: REDUCE CHRONIC DISEASE AND PROMOTE WELLBEING FOR THE RESIDENTS OF SUMMIT COUNTY. THE 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 AND PROVIDING EVIDENCED BASED LIFESTYLE MODIFICATION PROGRAMS. EXPECTED OUTCOME (S): DECREASE RATES OF CHRONIC DISEASE IN ADULTS. DECREASE SMOKING, TOBACCO AND VAPING USE IN ADULTS. REDUCE INCIDENCE OF CARDIOVASCULAR DISEASE IN SUMMIT COUNTY. REDUCE INCIDENCE OF CANCER IN SUMMIT COUNTY. REDUCE INCIDENCE OF DIABETES IN SUMMIT COUNTY. CHNA HEALTH PRIORITY: HEALTH EQUITY THE CENTERS FOR DISEASE CONTROL AND PREVENTION DEFINE HEALTH EQUITY AS A STATE IN WHICH EVERYONE HAS A FAIR AND JUST OPPORTUNITY TO ATTAIN THEIR HIGHEST LEVEL OF HEALTH. HEALTH EQUITY IS FOCUSED ON CREATING BETTER OPPORTUNITIES FOR HEALTH AND GIVING SPECIAL ATTENTION TO THE NEEDS OF THOSE AT THE GREATEST RISK FOR POOR HEALTH. ACHIEVING HEALTH EQUITY WILL REQUIRE FOCUSED AND ONGOING SOCIETAL EFFORTS TO CHANGE THE SYSTEMS AND POLICIES THAT HAVE RESULTED IN THE GENERATIONAL INJUSTICES THAT CONTRIBUTE TO RACIAL AND ETHNIC HEALTH DISPARITIES. IN THE SUMMER OF 2020, BOTH SUMMIT COUNTY COUNCIL AND THE CITY OF AKRON FORMALLY DECLARED RACISM AS A PUBLIC HEALTH CRISIS AND ARE TAKING STEPS TOWARDS ALLOCATING RESOURCES AND IMPLEMENTING CHANGE THROUGH STRATEGIC ACTION. THE PASSING OF THESE RESOLUTIONS, AND THE CONCRETE STEPS THAT HAVE FOLLOWED AFTER THE PASSAGE, DEMONSTRATES THAT SUMMIT COUNTY ALONG WITH OVER 250 OTHER COUNTIES, CITIES AND COMMUNITY ORGANIZATIONS ACROSS THE UNITED STATES ARE COMMITTED TO OPPOSING AND DISMANTLING RACISM AND PURSUING EQUITY, DIVERSITY AND INCLUSION. IN JUNE OF 2020, SUMMA MADE A PROMISE TO NOT ONLY ACKNOWLEDGE RACISM AS A PUBLIC HEALTH CRISIS, BUT TO TAKE SWIFT ACTION IN ADDRESSING THIS TOPIC WITH RESOURCES, EDUCATION AND TANGIBLE COMMITMENTS. THE SUMMA STANDS WITH OUR COMMUNITY ACTION PLAN WAS CREATED THAT PROMOTES DIVERSITY, REDUCING HEALTH DISPARITIES AND EDUCATING STAFF, AS WELL AS AN EVALUATION METRIC TO TRACK THE PROGRESS.
Schedule H, Part V, Section B, Line 11 Facility , 2Facility , 2 - SUMMA HEALTH SYSTEM (continued). GOAL: REDUCE HEALTH DISPARITIES AND ADVANCE HEALTH EQUITY FOR THE RESIDENTS OF SUMMIT COUNTY. THE HEALTH NEEDS PERTAINING TO ADVANCING HEALTH EQUITY IS BEING ADDRESSED BY UTILIZING CHW'S IN COMMUNITY-BASED SETTINGS AT THE SUMMA CENTER FOR HEALTH EQUITY TO ADDRESS SOCIAL DETERMINANTS OF HEALTH. COORDINATING CARE OF LGBTQ AND COMPLEX CARE PATIENTS THROUGH SPECIALIZED CLINICS. REDUCING INFANT MORTALITY BY PROVIDING PROGRAMS AND SERVICES THAT PROVIDE OUTREACH, EDUCATION, COORDINATION AND FOCUS ON REDUCING THE IMPACTS OF THE SOCIAL DETERMINANTS OF HEALTH FOR LOW INCOME MOTHERS. ADVANCING DIVERSITY, EQUITY AND INCLUSION (DEI) THROUGH THE SUMMA STANDS WITH OUR COMMUNITY PLAN FOCUS AREAS AND ANALYZE IMPACT UTILIZING THE DEI SCORECARD. EXPECTED OUTCOME (S): IMPROVE ACCESS TO HEALTH CARE AND CARE COORDINATION TO THE LGBTQ COMMUNITY. IMPROVE CARE COORDINATION BY UTILIZING COMMUNITY HEALTH WORKERS (CHW). REDUCE INFANT MORTALITY. REDUCE PRETERM BIRTHS AND LOW BIRTH-WEIGHT BIRTHS IN SUMMIT COUNTY. CHNA HEALTH PRIORITY: MENTAL HEALTH AND ADDICTION THE COVID-19 PANDEMIC BROUGHT NEW CHALLENGES TO MENTAL HEALTH AND ADDICTION SERVICES AS LOCKDOWNS, JOB LOSS AND SOCIAL ISOLATION FED DEPRESSION, SUICIDE AND OVERDOSE RATES. AN EMERGENCY SHIFT IN POLICY REGARDING MEDICAID REIMBURSEMENT OPENED UP OPPORTUNITIES TO USE TELEMEDICINE FOR MENTAL AND BEHAVIORAL HEALTH SERVICES. WHILE SHORT STAFFING IS NOT A NEW ISSUE TO CLINICAL FIELDS, THE PANDEMIC CREATED ADDITIONAL STAFFING CHALLENGES AT THE SAME TIME AS THE RISE IN DEMAND FOR SERVICES. VARIOUS STRATEGIES HAVE BEEN PUT IN PLACE TO INCREASE PROVIDER CAPACITY THROUGH RECRUITMENT METHODS, SHIFTS IN PRIORITIES, AND NEW WAYS TO MEET THE COMMUNITY'S NEEDS SUCH AS TELEHEALTH. MANY LOCAL AGENCIES REPORTED INCREASED SHOW-RATES AND ENGAGEMENT WITH THE ADDITIONOF TELEHEALTH OPTIONS, WHICH IS LEADING TO THE POTENTIAL DEVELOPMENT OF INNOVATIVE STRATEGIES TO INCORPORATE THESE METHODS LONG-TERM. UNFORTUNATELY, NOT ALL WHO SUFFER FROM DEPRESSION AND SUICIDAL IDEATION RECEIVE THE HELP THEY NEEDIN TIME. WHILE THE OVERALL TOTAL OF CONFIRMED COMPLETED SUICIDES AVERAGES THE SAME FOR THE PAST SEVERAL YEARS, THE COUNTY OF SUMMIT ALCOHOL, DRUG ADDICTION AND MENTAL HEALTH SERVICES BOARD HAS REPORTED A RISE IN SUICIDE RATES FOR BLACK MALES. THIS IS FOLLOWING MUCH THE SAME LINES AS THE RISE IN OVERDOSES FOR THIS DEMOGRAPHIC. COMMUNITY-BASED AGENCIES AND COMBINED PROFESSIONAL, PEER AND FAITH-BASED COALITIONS ARE WORKING TOGETHER TO HELP PROVIDE RESOURCES AND HELP TO THOSE WHO NEED IT MOST. THIS INCLUDES ORGANIZATIONAL POLICIES WORKING TOWARD DIVERSE AND EQUITABLE ACCESS TO BEHAVIORAL HEALTH CARE FOR SEVERAL POPULATIONS IN SUMMIT COUNTY INCLUDING SOME SPECIFIC TO BLACK INDIVIDUALS, LGBTQ+ AND LOCAL REFUGEE COMMUNITIES. NATIONWIDE, ILLICIT DRUG USE HAS IMPLICATIONS ACROSS MORE THAN THE HEALTH AND SAFETY OF THE COMMUNITY. ACCORDING TO THE OFFICE OF THE U.S. SURGEON GENERAL, THE ESTIMATED ANNUAL ECONOMIC IMPACT OF ALCOHOL MISUSE IS $249 BILLION, AND FOR ILLICIT DRUG USE $193 BILLION. NOT ONLY HAS OHIO BEEN ONE OF THE HARDEST-HIT STATES IN THE COUNTRY IN TERMS OF OVERDOSES AND OVERDOSE RELATED DEATHS, BUT SUMMIT COUNTY SPECIFICALLY HAS BEEN HEAVILY IMPACTED. GOAL: PROMOTE MENTAL WELLBEING AND PREVENT ALCOHOL AND OTHER DRUG DEPENDENCE FOR RESIDENTS OF SUMMIT COUNTY. THE HEALTH NEEDS PERTAINING TO SUBSTANCE ABUSE ARE BEING ADDRESSED BY DECREASING ALCOHOL AND OPIATE RELATED OVERDOSES AND DEATHS THROUGH CARE COORDINATION AND EVIDENCE BASED PROGRAMS. EXPECTED OUTCOME (S): REDUCE INCIDENCE OF SUBSTANCE USE DISORDERS, OVERDOSES, AND DEATHS INCREASED KNOWLEDGE AND AWARENESS OF MENTAL HEALTH ISSUES INCREASED REFERRALS FOR MENTAL AND BEHAVIORAL HEALTH SERVICES IMPROVED ACCESS FOR MENTAL AND BEHAVIORAL HEALTH SERVICES. CHNA HEALTH PRIORITY: SOCIAL DETERMINANTS OF HEALTH (SDOH) THE SOCIAL DETERMINANTS OF HEALTH (SDOH) ARE THE CONDITIONS IN THE ENVIRONMENT WHERE PEOPLE ARE BORN, LIVE, WORK, PLAY AND AGE THAT AFFECT A WIDE RANGE OF HEALTH AND QUALITY OF LIFE OUTCOMES. SDOH INCLUDE FACTORS SUCH AS EDUCATION, EMPLOYMENT AND INCOME MAKE UP THE LARGEST SINGLE SHARE OF INDIVIDUAL HEALTH, 50% IN THE COUNTY HEALTH RANKINGS MODEL. UNFORTUNATELY, THE RECESSION OF 2007-2009 HAS CONTINUED TO HAVE A HUGE IMPACT ON THE SOCIOECONOMIC LANDSCAPE IN SUMMIT COUNTY MORE THAN A DECADE LATER. THE ECONOMIC UPHEAVAL CAUSED BY COVID-19 HAS ONLY AGGRAVATED THE LONG-TERM ECONOMIC RECOVERY OF SUMMIT COUNTY. THESE FACTORS ARE IMPORTANT TO ADDRESS BECAUSE ACCESS TO HEALTH CARE IS NECESSARY, BUT NOT SUFFICIENT, FOR GOOD HEALTH. AN ESTIMATED 80% OF THE MODIFIABLE FACTORS THAT AFFECT OVERALL HEALTH ARE ATTRIBUTED TO COMMUNITY CONDITIONS AND THE OPPORTUNITY TO MAKE HEALTHY CHOICES. GOAL: ENHANCE POPULATION HEALTH BY ADDRESSING THE SDOH FOR THE RESIDENTS OF SUMMIT COUNTY. THE HEALTH NEEDS PERTAINING TO ADDRESSING THE SDOH IS THROUGH UTILIZING THE EPIC PLATFORM, CARE COORIDNATION, CAREER EDUCATION, WORKFORCE PROGRAMS, AND EXPANDING PROGRAMS THAT LEVERAGE COMMUNITY PARNTERS TO ADDRESS SOCIAL DETERMINANTS OF HEALTH. EXPECTED OUTCOME (S): IMPROVE HEALTH STATUS. REDUCE PREMATURE DEATH. INCREASE EDUCATIONAL AND EMPLOYMENT OPPORTUNITIES. SIGNIFICANT HEALTH NEEDS NOT ADDRESSED: SUMMA RECOGNIZES THAT NO HOSPITAL FACILITY CAN ADDRESS ALL OF THE HEALTH NEEDS PRESENT IN ITS COMMUNITY. INJURIES, ACCIDENTS, AFFORDABLE HOUSING, VIOLENCE AND CRIME WILL NOT BE ADDRESSED DIRECTLY THROUGH OUR PLAN. REASONS FOR NOT TARGETING THESE AREAS INCLUDE THEY ARE ADDRESSED DURING CLINCIAL VISITS, GO BEYOND THE CURRENT SCOPE OF THE HOSPITAL, RESOURCE CONSTRAINTS, AVAILABLE EXPERTISE, OR BEING MORE APPRORIATE FOR OTHER COMMUNITY AGENCIES TO ADDRESS. ALTHOUGH THESE HEALTH NEEDS WILL NOT BE DIRECTLY ADDRESSED THROUGH OUR PLAN, SUMMA WILL CONSIDER THEM WHILE IMPLEMENTING THE STRATEGIES OUTLINED ABOVE. IN ADDITION, SUMMA WILL, LOOK FOR OPPORTUNITIES TO COLLABORATE WITH SAFE COMMUNITIES OF SUMMIT COUNTY, SUMMIT COUNTY SAFE KIDS COALITION, YOUTH VIOLENCE PREVENTION TASK-FORCE, COMMUNITY DEVELOPMENT CORPORATIONS, LOCAL SERVICES AGENCIES AND OTHER ORGANIZATIONS TO ADDRESS THESE IMPORTANT HEALTH ISSUES WHENEVER POSSIBLE. 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. THE PLAN IS ALSO IN ALIGNMENT WITH CURRENT COMMUNITY HEALTH NEEDS AND PRIORITIES IDENTIFIED BY THE SUMMIT COUNTY PUBLIC HEALTH 2022 COMMUNITY HEALTH ASSESSMENT AND THE OHIO DEPARTMENT OF HEALTH'S 2023-2025 STATE HEALTH IMPROVEMENT PLAN. A DETAILED DESCRIPTION OF THE ACTIONS BEING TAKEN TO ADDRESS THE HEALTH NEEDS IDENTIFIED ABOVE CAN BE FOUND ON THE 2020 - 2022 SUMMA HEALTH COMMUNITY HEALTH NEEDS ASSESSMENT IMPLEMENTATION PLAN FOUND ON THE SUMMA HEALTH WEBSITE AT https://www.summahealth.org/about-us/about-summa/community-benefit-and-diversity/communityneedsassessments
Schedule H, Part V, Section B, Line 5 Facility , 1Facility , 1 - SUMMA REHABILITATION HOSPITAL. IN 2022 SUMMA HEALTH PARTNERED WITH SUMMIT COUNTY PUBLIC HEALTH (SCPH) AND THE SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT (SCCHI) TO CONDUCT THE 2022 CHNA. DURING THE PROCESS, OVER 250 INDICATORS WERE REVIEWED, AND COMMUNITY LEADERS AND RESIDENTS WERE CONSULTED. THE 2022 CHNA WAS COMPLETED USING THE NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS (NACCHO) MODIFIED-MOBILIZING ACTION THROUGH PARTNERSHIP AND PLANNING (MAPP) PROCESS. THIS PROCESS WAS FACILITATED BY SCPH AND CONDUCTED WITH THE SCCHI. SCCHI IS A 40+ MEMBER COLLABORATIVE WITH THE MISSION OF IDENTIFYING KEY HEALTH PRIORITIES IN SUMMIT COUNTY AND COORDINATING ACTION TO IMPROVE POPULATION HEALTH AND PROMOTE HEALTH EQUITY FOR ALL. THESE COMMUNITY LEADERS PROVIDE A PERSPECTIVE ON THE BROAD INTERESTS OF THE GROUPS SERVED BY THE HOSPITAL FACILITY, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME PERSONS, MINORITY GROUPS. SCPH EPIDEMIOLOGY GATHERED DATA FROM A VARIETY OF SOURCES INCLUDING COUNTY HEALTH RANKINGS, AMERICAN COMMUNITY SURVEY, AND COMMUNITY HEALTH STATUS INDICATORS. SCPH ALSO UTILIZED THE 2018 YOUTH RISK BEHAVIORAL SURVEY, THE OHIO DEPARTMENTS OF HEALTH BIRTH AND DEATH DATA, AND EPICENTER. QUALITATIVE DATA COLLECTED THROUGH SURVEYS, FOCUS GROUPS AND COMMUNITY MEETINGS WERE ALSO UTILIZED TO GATHER INFORMATION ABOUT HOW SUMMIT COUNTY LEADERS AND RESIDENTS EXPERIENCE THE HEALTH OUTCOMES AND COMMUNITY CONDITIONS THAT AFFECT QUALITY OF LIFE. THIS INFORMATION CAN PROVIDE ADDITIONAL CONTEXT TO QUANTITATIVE DATA AND HEALTH TO STRATEGICALLY INFORM IMPROVEMENTS. SCCHI AND SCPH ALSO COMPLETED TWO QUALITATIVE MAPP ASSESSMENTS: COMMUNITY THEMES, STRENGTHS, AND THE FORCES OF CHANGE. FOCUS GROUPS AND SURVEYS WERE CONDUCTED AND DISTRIBUTED THROUGHOUT THE COMMUNITY IN 2022 TO IDENTIFY BARRIERS AND OPPORTUNITIES THROUGH THE LENS OF THE COMMUNITY MEMBER. LEADERS FROM THE FOLLOWING COMMUNITY ORGANIZATIONS WERE CONSULTED DURING THIS CHNA: AETNA AKRON AREA YMCA AKRON CANTON REGIONAL FOODBANK AKRON CHILDREN'S HOSPITAL AKRON COMMUNITY FOUNDATION AKRON METROPOLITAN AREA TRANSPORTATION STUDY AKRON METROPOLITAN HOUSING AUTHORITY AKRON PUBLIC SCHOOLS AKRON REGION INTERPROFESSIONAL AREA HEALTH EDUCATION CENTER AKRON SUMMIT COMMUNITY ACTION, INC AKRON SUMMIT COUNTY PUBLIC LIBRARY AKRON ZOO ALZHEIMER'S ASSOCIATION AMERICAN CANCER SOCIETY AMERICAN HEART ASSOCIATION ASIAN SERVICES IN ACTION, INC AXESSPOINTE COMMUNITY HEALTH CENTER BABY 1ST NETWORK BLACK HEALTH COALITION CHC ADDICTION CHILD GUIDANCE AND FAMILY SOLUTIONS CITY OF AKRON CITY OF TALLMADGE CHOICES CLEVELAND CLINIC AKRON GENERAL COMMUNITY LEGAL AID COUNTY OF SUMMIT COUNTY OF SUMMIT ALCOHOL DRUG ADDICTION AND MENTAL HEALTH SERVICES BOARD FAIR HOUSING AKRON GREATER AKRON CHAMBER OF COMMERCE GREEN LEAF CENTER HOPE HEALING HAVEN OF REST MINISTRIES HUMILITY OF MARY HOUSING PROGRAM INFOLINE, INC INTERNATIONAL INSTITUTE OF AKRON LET'S GROW AKRON LOVE AKRONMATURE SERVICES MHA ADVOCACY MUSTARD SEED MARKET AND CAF NORTHEAST OHIO MEDICAL UNIVERSITY OHIO GUIDESTONE OPEN M MINISTRIES PLANNED PARENTHOOD OF GREATER OHIO PROJECT LEARN OF SUMMIT COUNTY SIDS OHIO STARK STATE UNIVERSITY SUMMIT COUNTY DD BOARD SUMMIT COUNTY PUBLIC HEALTH SUMMIT EDUCATION INITIATIVE SUMMIT METRO PARKS THE BLICK CENTER UHCAN OHIO UNITED WAY OF SUMMIT COUNTY UNIVERSITY OF AKRON ADDITIONAL DETAIL CAN BE FOUND ON THE SUMMA HEALTH WEBSITE AT https://summarehabhospital.com/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-2022/
Schedule H, Part V, Section B, Line 6a Facility , 1Facility , 1 - SUMMA REHABILITATION HOSPITAL. SUMMA HEALTH CONDUCTED THE CHNA ON BEHALF OF EACH OF ITS HOSPITAL FACILITIES LISTED IN PART V, SECTION A, WHICH ARE SUMMA HEALTH SYSTEM AND SUMMA REHAB HOSPITAL, LLC
Schedule H, Part V, Section B, Line 6b Facility , 1Facility , 1 - SUMMA REHABILITATION HOSPITAL. SUMMIT COUNTY PUBLIC HEALTH SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT
Schedule H, Part V, Section B, Line 11 Facility , 1Facility , 1 - SUMMA REHABILITATION HOSPITAL. 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 AND BARBERTON CAMPUS, LED TO THE DETERMINATION BY SUMMA REHAB HOSPITAL, LLC TO NOT ADDRESS ANY OTHER IDENTIFIED HEALTH NEED. THIS PRIORITY SPECIFIC COMMUNITY HEALTH NEEDS THAT THE HOSPITAL HAS DETERMINED TO MEET IN WHOLE OR IN PART AND THAT ARE CONSISTENT WITH ITS MISSION. THE HOSPITAL RESERVES THE RIGHT TO AMEND THIS STRATEGY AS CIRCUMSTANCES WARRANT. FOR EXAMPLE, CERTAIN NEEDS BECOME MORE PRONOUNCED AND REQUIRE ENHANCEMENTS TO THE DESCRIBED STRATEGIC INITIATIVES. DURING THE THREE YEARS ENDING DECEMBER 31, 2025, OTHER ORGANIZATIONS IN THE COMMUNITY MAY DECIDE TO ADDRESS CERTAIN NEEDS, INDICATING THAT THE HOSPITAL THEN SHOULD REFOCUS ITS LIMITED RESOURCES TO BEST SERVE THE COMMUNITY. PRIORITY HEALTH GOAL: INCREASE ACCESS TO QUALITY HEALTHCARE THE HEALTH NEEDS PERTAINING TO ACCESS ARE BEING ADDRESSED THROUGH CARE COORDINATION, PROVIDING EDUCATIONAL PROGRAMS, PATIENT ASSISTANCE PROGRAMS AND ADVOCACY. EXPECTED OUTCOME (S): INCREASE ACCESS TO CARE AND PATIENT KNOWLEDGE INCREASE ADHERENCE TO MEDICATIONS A DETAILED DESCRIPTION OF THE ACTIONS BEING TAKEN TO ADDRESS THE HEALTH NEEDS IDENTIFIED ABOVE CAN BE FOUND ON THE 2020-2022 SUMMA HEALTH COMMUNITY HEALTH NEEDS ASSESSMENT IMPLEMENTATION PLAN FOUND ON THE SUMMA HEALTH WEBSITE AT https://summarehabhospital.com/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-2022/ SIGNIFICANT HEALTH NEEDS NOT ADDRESSED THE LIST ABOVE INDICATES SEVERAL PRIORITIZED HEALTH NEEDS IDENTIFIED IN THE 2019 CHNA THAT SUMMA WILL NOT ADDRESS IN THE PLAN. REASONS FOR NOT TARGETING THESE AREAS INCLUDE THEY ARE ADDRESSED DURING CLINCIAL VISITS, GO BEYOND THE CURRENT SCOPE OF THE HOSPITAL, RESOURCE CONSTRAINTS, AVAILABLE EXPERTISE, OR BEING MORE APPRORIATE FOR OTHER COMMUNITY AGENCIES TO ADDRESS. 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. SUMMA HEALTH WILL, 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 2022 COMMUNITY HEALTH ASSESSMENT AND THE OHIO DEPARTMENT OF HEALTH'S 2023-2025 STATE HEALTH IMPROVEMENT PLAN. A DETAILED DESCRIPTION OF THE ACTIONS BEING TAKEN TO ADDRESS THE HEALTH NEEDS IDENTIFIED ABOVE CAN BE FOUND ON THE 2020-2022 SUMMA HEALTH COMMUNITY HEALTH NEEDS ASSESSMENT IMPLEMENTATION PLAN FOUND ON THE SUMMA HEALTH WEBSITE AT https://summarehabhospital.com/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-2022/
FieldValueIRS element (for citing)
Facility100FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (100 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
SUMMA HEALTH MEDICAL GROUP
1 PARK WEST BLVD SUITE 200AKRONOH44320PHYSICIAN OFFICE - Dermotology & Internal Medicine
SUMMA HEALTH MEDICAL GROUP
1 PARK WEST BLVD SUITE 350AKRONOH44320PHYSICIAN OFFICE - NEOCS & ENDO
SUMMA HEALTH MEDICAL GROUP
1 PARK WEST BLVD SUITE 370AKRONOH44320PHYSICIAN OFFICE - Sleep Medicine
SUMMA HEALTH MEDICAL GROUP
1 PARK WEST BLVD SUITE 330AKRONOH44320PHYSICIAN OFFICE - Sports Medicine, Orthopaedics, Osteoporosis
SUMMA HEALTH MEDICAL GROUP
1260 INDEPENDENCE AVEAKRONOH44310PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
1463 CANTON RDAKRONOH44312PHYSICIAN OFFICE
SUMMA HEALTH EQUITY CENTER
1493 S HAWKINS AVENUEAKRONOH44320PHYSICIAN OFFICE - Internal Medicine, Pain Management, Gyn Oncology
PARKVIEW CENTER
155 FIFTH STREET NEBARBERTONOH44203CANCER CENTER AND CANCER CARE, PHYSICIANS OFFICES
SUMMA HEALTH MEDICAL GROUP
155 FIFTH STREET NE SUITE Ground flBARBERTONOH44203PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
155 FIFTH STREET NE SUITE 102BARBERTONOH44203PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
155 FIFTH STREET NE SUITE 100BARBERTONOH44203PHYSICIAN OFFICE - NEOCS
SUMMA HEALTH MEDICAL GROUP
155 FIFTH STREET NE SUITE 106BARBERTONOH44203PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
161 N FORGE ST SUITE G90AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
161 NORTH FORGE ST SUITE 298AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
161 NORTH FORGE STSUITE 198AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH COOPER PAVILION
161 NORTH FORGE STREET SUITE 295AKRONOH44304CANCER CENTER AND CANCER CARE
SUMMA HEALTH MEDICAL GROUP
1700 BOETTLER RD SUITE 150UNIONTOWNOH44685PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
1700 BOETTLER RD SUITE 225UNIONTOWNOH44685PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
1790 GRAYBILL RD SUITE 100UNIONTOWNOH44685PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
1790 GRAYBILL RD SUITE 200UNIONTOWNOH44685PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
1835 FRANKS PARKWAYUNIONTOWNOH44685PHYSICIAN OFFICE
SUMMA PSYCHIATRY ASSOCIATES
1835 FRANKS PARKWAYUNIONTOWNOH44685PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
185 WADSWORTH RD STE JWADSWORTHOH44281PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
1860 STATE RD SUITE DCUYAHOGA FALLSOH44223PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
195 Wadsworth - Rundle BldgWADSWORTHOH44281PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
195 WADSWORTH RD 105WADSWORTHOH44281PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
195 WADSWORTH RD SUITE 301WADSWORTHOH44256PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
195 WADSWORTH RD SUITE 305WADSWORTHOH44281PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
195 WADSWORTH RD SUITE 402WADSWORTHOH44281PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
201 5TH ST NESUITE 16 AND 13BARBERTONOH44203PHYSICIAN OFFICE - 16 is Neuro Outpatient
SUMMA HEALTH MEDICAL GROUP
201 5TH ST SUITE 2BARBERTONOH44203PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
201 5TH ST SUITE 6BARBERTONOH44203PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
201 5TH STREET NE SUITE 3BARBERTONOH44203PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
201 FIFTH ST NE SUITE 10BARBERTONOH44203PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
201 FIFTH STREET NE SUITE 8BARBERTONOH44203PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
201 FIFTH STREET NE SUITE 12 BBARBERTONOH44203PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
242 PORTAGE TRAIL EXT WCUYAHOGA FALLSOH442233613PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
25 S MAIN STREET SUITE BRITTMANOH44270PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
2875 WEST MARKET ST SUITE AFAIRLAWNOH44333PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
2875 WEST MARKET ST SUITE BFAIRLAWNOH44333PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3378 W MARKET STFAIRLAWNOH44333PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3593 S ARLINGTON ROAD SUITE DAKRONOH44312PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3780 MEDINA RD SUITE 210MEDINAOH44256PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3780 MEDINA RD SUITE 220MEDINAOH44256PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3780 MEDINA RD SUITE 250MEDINAOH44256PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3780 MEDINA ROAD SUITE 150MEDINAOH44256PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3780 MEDINA ROAD SUITE 200MEDINAOH44256PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3780 MEDINA ROAD SUITE 310MEDINAOH44256PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3825 FISHCREEK RD SUITE 120STOWOH44224PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3825 FISHCREEK RD SUITE 200 AND 150STOWOH44224PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
3838 MASSILLON RD SUITE 350UNIONTOWNOH44685PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
4209 ST RT 44 SUITE 130ROOTSTOWNOH44272PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
4211 ST RT 44 SUITE 1550ROOTSTOWNOH44272PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
4211 STATE RT 44 SUITE 110ROOTSTOWNOH44274PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
4211 STATE RT 44 SUITE 130ROOTSTOWNOH44272PHYSICIAN OFFICE
SUMMA PSYCHIATRY ASSOCIATES
4211 STATE RT 44 SUITE 150ROOTSTOWNOH44273PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
45 ARCH ST SUITE 500AKRONOH44304PHYSICIAN OFFICE - Traumatic Stress Center
SUMMA HEALTH MEDICAL GROUP
45 ARCH ST SUITE 600AKRONOH44304PHYSICIAN OFFICE - Juve BH Pavilion
SUMMA HEALTH MEDICAL GROUP
500 PORTAGE LAKES DRIVE SUITE AAKRONOH44319PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
500 PORTAGE LAKES DRIVE SUITE BAKRONOH44319PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
51 PARK WEST BLVD SUITE 200AKRONOH44320PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
525 E MARKET ST SUITE 400AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
525 EAST MARKET STSUITE 1-N 1-WAKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
55 ARCH ST SUITE 2AAKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
55 ARCH ST SUITE 3AAKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
55 ARCH ST SUITE 1AAKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
55 ARCH ST SUITE 1BAKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
60 NORTH AVETALLMADGEOH44278PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
621 SCHOOL DRWADSWORTHOH44281PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
7034 BRAUCHER ST SUITE CNORTH CANTONOH44720PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 104AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 201AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 202AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 301AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 302AKRONOH44304PHYSICIAN OFFICE
SUMMA DENTAL CENTER
75 ARCH ST SUITE 303AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 401AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 402AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 406AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 410AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 501AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 506AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE 512AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE B1AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
75 ARCH ST SUITE G2AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
91 5TH STREETBARBERTONOH44203PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 115AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 150AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 165AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 175 AAKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 215AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH STSUITE 220AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 240AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH STSUITE 260AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH ST SUITE 270AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH STSUITE 300AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH STSUITE 350AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
95 ARCH STSUITE G50AKRONOH44304PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
AES BUILDING 388 SOUTH MAIN SUITEAKRONOH44311PHYSICIAN OFFICE
SUMMA HEALTH MEDICAL GROUP
AES BUILDING 388 SOUTH MAIN SUITEAKRONOH44311PHYSICIAN OFFICE

Supplemental Information Detail SupplementalInformationDetail (19 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part I, Line 3cSUMMA HEALTH SYSTEM RESERVES THE RIGHT TO CONSIDER A DISCOUNT OR DISCOUNTED CARE TO ANY INDIVIDUAL WHO MAY FALL OUTSIDE THE PARAMETERS SET FORTH IN THE HOSPITAL FINANCIAL ASSISTANCE PROGRAM POLICY, WHERE SUCH INDIVIDUAL WHO HAS BEEN IDENTIFIED, IN THE SOLE DISCRETION OF HOSPITAL FACILITY AND APPROVED BY THE SYSTEM DIRECTOR HAVING EXCEPTIONAL MEDICAL CIRCUMSTANCES (I.E. TERMINAL ILLNESS, EXCESSIVE MEDICAL BILLS AND/OR MEDICATIONS, ETC.)
Schedule H, Part VI, Line 7 FACILITY REPORTING SUMMA HEALTH & SUMMA REHABSTATE FILING OF COMMUNITY BENEFIT REPORT: THE STATE OF OHIO DOES NOT REQUIRE THE FILING OF THE COMMUNITY BENEFIT REPORT. HOWEVER, OHIO REQUIRES ALL TAX-EXEMPT HOSPITALS TO SUBMIT TO THE OHIO DEPARTMENT OF HEALTH (ODH)EXISTING COMMUNITY HEALTH NEEDS ASSESSMENTS AND PLANS. ADDITIONALLY, HOSPITALS ARE REQUIRED TO SUBMIT TO ODH A COPY OF THE HOSPITAL'S SCHEDULE H (FORM 990), CORRESPONDING ATTACHMENTS AND REPORTING ON FINANCIAL ASSISTANCE AND MEANS-TESTED GOVERNMENT PROGRAMS AND COMMUNITY BUILDING ACTIVITIES IN PARTS I AND II OF SCHEDULE H.
Schedule H, Part I, Line 6a Community benefit report prepared by related organizationSUMMA HEALTH
Schedule H, Part I, Line 7g Subsidized Health ServicesTHE AMOUNT OF SUBSIDIZED HEALTH SERVICES REPORTED ON LINE 7(G) ATTRIBUTABLE TO SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP IS $32,108,229.
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistanceEXPLANATION 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 CALCULATED WITH A COST TO CHARGE RATIO USING WORKSHEET 2. FOR SUBSIDIZED ERVICES 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.
Schedule H, Part II Community Building ActivitiesGUIDED BY OUR COMMUNITY HEALTH NEEDS ASSESSMENT, SUMMA HEALTH CONTINUES TO ADDRESS A WIDE RANGE OF COMMUNITY NEEDS, INCLUDING ECONOMIC DEVELOPMENT OPPORTUNITIES, HEALTH IMPROVEMENT, POVERTY, FOOD INSECURITY, WORKFORCE DEVELOPMENT, AND ACCESS TO HEALTH CARE. OUR COMMUNITY BUILDING ACTIVITIES ALIGN WITH THE SOCIAL DRIVERS OF HEALTH AND REFLECT A STRATEGIC APPROACH TO IMPROVING THE CONDITIONS IN WHICH PEOPLE LIVE, WORK, AND RECEIVE CARE. SUMMA HEALTH HOSPITALS PROVIDE ROBUST HEALTH EDUCATION PROGRAMS, SUPPORT GROUPS, SCREENINGS, AND HEALTH FAIRS THROUGHOUT OUR SERVICE AREA. IN 2024, THESE ACTIVITIES INCLUDED PARTICIPATION IN OVER 150 COMMUNITY OUTREACH EVENTS, FURTHER EXPANDING OUR REACH IN UNDERSERVED NEIGHBORHOODS. WE ALSO PARTNERED WITH STATE AND LOCAL LEADERS, INCLUDING SUMMIT COUNTY PUBLIC HEALTH AND THE SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT, TO ADDRESS UNMET COMMUNITY NEEDS. SUMMA CONTRIBUTES TO THE ECONOMIC GROWTH OF OUR COMMUNITIES BY INVESTING IN PROGRAMS THAT IMPROVE THE PHYSICAL ENVIRONMENT, SUPPORT LOCAL JOB CREATION, AND STRENGTHEN COMMUNITY INFRASTRUCTURE. IN 2024, SUMMA HEALTH REMAINED THE LARGEST EMPLOYER IN SUMMIT COUNTY, WITH OVER 8,100 EMPLOYEES AND PHYSICIANS. CAPITAL INVESTMENTS AT OUR AKRON AND BARBERTON CAMPUSES CREATED CONSTRUCTION JOBS, EXPANDED OUTPATIENT SERVICE LOCATIONS, AND INCREASED ACCESS TO CARE CLOSE TO HOME, WHILE SUPPORTING THE GROWTH OF OUR COMMUNITY BENEFIT PROGRAMS. DIGITAL INNOVATION PLAYED A SIGNIFICANT ROLE IN COMMUNITY BUILDING IN 2024. THROUGH THE DEPLOYMENT OF EPIC CHEERS, MYCHART, HELLO WORLD, AND WEBSITE CHATBOTS, SUMMA HEALTH ENHANCED PATIENT COMMUNICATION, STREAMLINED APPOINTMENT REMINDERS, AND EXPANDED SELF-SERVICE OPTIONS. THESE TECHNOLOGIES IMPROVED PATIENT ENGAGEMENT, REDUCED CALL CENTER VOLUME, AND INCREASED PATIENT SATISFACTION WHILE REMOVING BARRIERS TO ACCESS. EPIC CHEERS ENABLED INNOVATIVE COMMUNICATION CAMPAIGNS AND PERSONALIZED OUTREACH. HELLO WORLD INTRODUCED TEXT-BASED REMINDERS THAT BROADENED OUR REACH, AND ENHANCED MYCHART FUNCTIONALITY RESULTED IN A RECORD NUMBER OF ACTIVELY ENGAGED PATIENTS. WEBSITE CHATBOTS ON SUMMA HEALTH AND SUMMACARE PORTALS GAVE PATIENTS 24/7 ACCESS TO INFORMATION AND SERVICES. IN 2024, SUMMA IMPLEMENTED THE ROUNDTRIP TRANSPORTATION PLATFORM TO ADDRESS NON-EMERGENCY MEDICAL TRANSPORTATION NEEDS. THIS COMMUNITY-BUILDING SOLUTION HELPED PATIENTS WITHOUT RELIABLE TRANSPORTATION ARRIVE ON TIME FOR APPOINTMENTS, SUPPORTING CARE CONTINUITY AND IMPROVING HEALTH OUTCOMES FOR INDIVIDUALS MANAGING CHRONIC CONDITIONS. SUMMA ALSO ADVANCED WORKFORCE DEVELOPMENT INITIATIVES IN 2024 THROUGH PARTICIPATION IN LOCAL TALENT PIPELINE PROGRAMS, SCHOOL PARTNERSHIPS, AND SUPPORT FOR HEALTH CAREER PATHWAYS. THESE EFFORTS ARE DESIGNED TO BUILD A FUTURE HEALTH CARE WORKFORCE THAT REFLECTS THE COMMUNITIES WE SERVE. IN SUMMARY, SUMMA HEALTH'S COMMUNITY BUILDING ACTIVITIES IN 2024 PROMOTED HEALTH NOT ONLY THROUGH CLINICAL INTERVENTIONS BUT ALSO BY ADDRESSING THE BROADER SOCIAL AND ECONOMIC CONTEXT IN WHICH HEALTH IS DETERMINED. THESE EFFORTS ARE CENTRAL TO OUR MISSION AND REPRESENT A LONG-TERM COMMITMENT TO BUILDING A STRONGER, MORE EQUITABLE HEALTH SYSTEM FOR ALL.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amountAN ESTIMATED PROVISION FOR DOUBTFUL ACCOUNTS IS RECORDED THAT RESULTS IN NET PATIENT SERVICE REVENUE BEING REPORTED AT THE NET AMOUNT EXPECTED TO BE RECEIVED. SUMMA HAS DETERMINED, BASED ON AN ASSESSMENT AT THE CONSOLIDATED LEVEL, THAT PATIENT SERVICE REVENUE IS PRIMARILY RECORDED PRIOR TO ASSESSING THE PATIENT'S ABILITY TO PAY AND AS SUCH, THE ENTIRE PROVISION FOR DOUBTFUL ACCOUNTS RELATED TO PATIENT REVENUE IS RECORDED AS A DEDUCTION FROM PATIENT SERVICE REVENUE IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF OPERATIONS. AT THE POINT IN TIME THAT A CHARGE IS BELIEVED TO BE UNCOLLECTIBLE, THE RELATED RECEIVABLE IS WRITTEN OFF AS A DOUBTFUL ACCOUNT. SUMMA MAINTAINS AN ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED ON THE EXPECTED COLLECTABILITY OF PATIENT ACCOUNTS RECEIVABLE. THE PROVISION FOR DOUBTFUL ACCOUNTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING HISTORICAL BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTH CARE COVERAGES, AND OTHER COLLECTION INDICATORS. PERIODICALLY THROUGH THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE BY PAYOR CATEGORY. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE MODIFICATIONS TO THE PROVISION FOR DOUBTFUL ACCOUNTS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR THE UNCOLLECTIBLE RECEIVABLES.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnoteSUMMA HEALTH'S AUDITED FINANCIAL STATEMENTS NOTES TO CONSOLIDATED FINANCIAL STATEMENTS, 13. PATIENT SERVICE REVENUE, PAGE 34 to 37.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costsDESCRIBE EXTENT ANY SHORTFALL FROM LINE 7 IS TREATED AS COMMUNITY BENEFIT AND COSTING METHODOLOGY OR SOURCE USED TO DETERMINE AMOUNT ON LINE 6: INCLUSION OF ALL COSTS ASSOCIATED WITH THE ORGANIZATION'S PARTICIPATION IN MEDICARE PROGRAMS WOULD SIGNIFICANTLY INCREASE THE MEDICARE SHORTFALL REPORTED ON SCHEDULE H, PART III, LINE 7. THE ORGANIZATION'S MEDICARE SHORTFALL IS ATTRIBUTABLE TO REIMBURSEMENTS THAT ARE LESS THAN THE COST OF PROVIDING PATIENT CARE AND SERVICES TO MEDICARE BENEFICIARIES AND DOES NOT INCLUDE ANY AMOUNTS THAT RESULT FROM INEFFICIENCIES OR POOR MANAGEMENT. THE ORGANIZATION ACCEPTS ALL MEDICARE PATIENTS KNOWING THAT THERE MAY BE SHORTFALLS, THEREFORE IT HAS TAKEN THE POSITION THAT ANY SHORTFALL SHOULD BE COUNTED AS PART OF ITS COMMUNITY BENEFIT. COSTING METHOD USED WAS TOTAL ALLOWABLE COST LESS ALL COSTS DEEMED NON-ALLOWABLE BY MEDICARE REGULATIONS. MEDICARE ALLOWABLE COST ARE BASED ON INFORMATION PROVIDED ON WORKSHEET B, PART I, COLUMN 26, LINE 118 FROM THE VARIOUS HOSPITALS' MEDICARE COST REPORTS.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistanceDID 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.
Schedule H, Part V, Section B, Line 16a FAP website- SUMMA HEALTH SYSTEM: Line 16a URL: https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistance; - SUMMA REHAB HOSPITAL, LLC: Line 16a URL: https://summarehabhospital.com/financial-assistance/;
Schedule H, Part V, Section B, Line 16b FAP Application website- SUMMA HEALTH SYSTEM: Line 16b URL: https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistance; - SUMMA REHAB HOSPITAL, LLC: Line 16b URL: https://summarehabhospital.com/financial-assistance/;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website- SUMMA HEALTH SYSTEM: Line 16c URL: https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistance; - SUMMA REHAB HOSPITAL, LLC: Line 16c URL: https://summarehabhospital.com/financial-assistance/;
Schedule H, Part VI, Line 2 Needs assessmentIN ADDITION TO THE CHNA DESCRIBED IN PART V, SECTION B, THE HEALTH CARE NEEDS OF THE COMMUNITY ARE COLLABORATIVELY ASSESSED BY SURVEY PROCESSES CONDUCTED BY SUMMA HEALTH, SUMMIT COUNTY PUBLIC HEALTH, AND SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT. THESE PARTNERS WORK TOGETHER TO IDENTIFY PRIORITY HEALTH ISSUES, GATHER INPUT FROM DIVERSE COMMUNITY STAKEHOLDERS, AND INFORM STRATEGIC DECISIONS THAT ADVANCE EQUITY AND POPULATION HEALTH ACROSS THE REGION.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistanceIN 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 PATIENT AREAS. THE NOTICES SPECIFY THE RIGHTS OF INDIVIDUALS TO RECEIVE WITHOUT CHARGE, MEDICALLY NECESSARY HOSPITAL-LEVEL SERVICES. A FINANCIAL ADVOCATE IS AVAILABLE TO PATIENTS AT THE POINT OF ADMISSION AND PRIOR TO SCHEDULED OUTPATIENT SERVICE. FINANCIAL ADVOCATE REVIEWS THE AVAILABILITY OF FINANCIAL ASSISTANCE PROGRAMS AND ASSISTS WITH APPLICATION COMPLETION. THE SUMMA WEBSITE PROVIDES DETAILED INFORMATION REGARDING FINANCIAL ASSISTANCE ALONG WITH THE FINANCIAL ASSISTANCE APPLICATION. CUSTOMER SERVICE REPRESENTATIVES ARE AVAILABLE TO PROVIDE FINANCIAL COUNSELING TO PATIENTS WHO CALL. CUSTOMER SERVICE REPRESENTATIVES ASSIST THE PATIENT IN COMPLETING THE FINANCIAL ASSISTANCE APPLICATION. CUSTOMER SERVICE REPRESENTATIVES MAKE OUTGOING CALLS TO DISCUSS AND EDUCATE PATIENT ON FINANCIAL ASSISTANCE. PATIENT BILLING STATEMENTS CONTAIN CONTACT INFORMATION AND INFORMATION ABOUT FINANCIAL ASSISTANCE. THE STATEMENT INCLUDES AN APPLICATION FOR FINANCIAL ASSISTANCE. SUMMA HEALTH CONTRACTS WITH CORPORATE PARTNERS WHO MEET WITH INHOUSE PATIENTS. AVAILABILITY OF COUNTY AND FEDERAL ASSISTANCE PROGRAMS IS REVIEWED. A FINANCIAL ASSISTANCE APPLICATION IS COMPLETED DURING THIS MEETING. THIS CORPORATE PARTNER ALSO MAKES OUTGOING CALLS AND SENDS LETTERS TO PATIENTS WHO HAD OUTPATIENT PROCEDURES INFORMING THEM OF FINANCIAL ASSISTANCE.
Schedule H, Part VI, Line 4 Community informationSUMMA HEALTH, WITH HOSPITAL CAMPUSES IN AKRON AND BARBERTON, SERVES A DIVERSE COMMUNITY CHARACTERIZED BY A MIX OF URBAN AND SUBURBAN POPULATIONS. THE SUMMA AKRON CAMPUS IS LOCATED IN THE HEART OF AKRON, OHIO, A CITY IN SUMMIT COUNTY KNOWN FOR ITS RICH INDUSTRIAL HISTORY AND DIVERSE COMMUNITY. AKRON IS CHARACTERIZED BY A MIX OF URBAN AND SUBURBAN AREAS, WITH A POPULATION THAT INCLUDES A SIGNIFICANT NUMBER OF ELDERLY RESIDENTS AS WELL AS YOUNGER FAMILIES AND PROFESSIONALS. THE CITY IS HOME TO VARIOUS ETHNIC GROUPS, NOTABLY AFRICAN AMERICAN, HISPANIC AND BHUTANESE-NEPALI COMMUNITIES. COMMUNITIES. AKRON EMPHASIZES EDUCATION, HEALTHCARE, AND COMMUNITY DEVELOPMENT, WITH NUMEROUS CULTURAL AND RECREATIONAL OPPORTUNITIES CONTRIBUTING TO ITS VIBRANT LOCAL LIFE. BARBERTON, WHERE THE SUMMA BARBERTON CAMPUS IS LOCATED, IS A SMALL CITY IN SUMMIT COUNTY WITH A RICH INDUSTRIAL HISTORY. THE COMMUNITY IS KNOWN FOR ITS WORKING-CLASS ROOTS AND STRONG SENSE OF LOCAL PRIDE. BARBERTON HAS A DIVERSE POPULATION, WITH A MIX OF FAMILIES, ELDERLY RESIDENTS, AND A GROWING NUMBER OF YOUNGER INDIVIDUALS AND PROFESSIONALS. THE CITY PLACES A HIGH VALUE ON COMMUNITY HEALTH, EDUCATION, AND LOCAL CULTURE, WITH NUMEROUS PARKS, RECREATIONAL FACILITIES, AND COMMUNITY EVENTS CONTRIBUTING TO A VIBRANT AND CONNECTED COMMUNITY LIFE. THE REGION HAS A DEMOGRAPHIC COMPOSITION THAT INCLUDES A SIGNIFICANT PROPORTION OF ELDERLY RESIDENTS, REFLECTING THE NEED FOR COMPREHENSIVE HEALTHCARE SERVICES TAILORED TO AGING POPULATIONS. ADDITIONALLY, THE COMMUNITY IS ETHNICALLY DIVERSE, WITH NOTABLE AFRICAN AMERICAN AND HISPANIC POPULATIONS, NECESSITATING CULTURALLY COMPETENT HEALTHCARE PRACTICES AND PROGRAMS TO ADDRESS THE SPECIFIC HEALTH NEEDS OF THESE GROUPS. SUMMA HEALTH'S SERVICES CATER TO THESE VARIED DEMOGRAPHICS, ENSURING ACCESSIBLE AND EQUITABLE HEALTHCARE FOR ALL RESIDENTS IN THE AREA. THERE WERE 538,370 PEOPLE LIVING IN SUMMIT COUNTY IN 2024. IN SUMMIT COUNTY, 23.5 PERCENT OF THE POPULATION IS NON-WHITE, COMPARED TO 19.4 PERCENT IN THE STATE. EDUCATIONAL ATTAINMENT IS SLIGHTLY HIGHER IN SUMMIT COUNTY THAN THE STATE OF OHIO, WITH 93.8 PERCENT HAVING A HIGH SCHOOL DIPLOMA OR HIGHER AND 38.2 PERCENT HAVING A BACHELOR'S DEGREE OR HIGHER. SIMILARLY, ANNUAL PER CAPITA INCOME IN SUMMIT COUNTY IS SLIGHTLY HIGHER THAN THE STATE OF OHIO AT $43,456. THE MEDIAN HOUSEHOLD INCOME IS $69,577, AND THE PERCENT OF SUMMIT COUNTY RESIDENTS LIVING IN POVERTY IS 12.7 PERCENT. OF THE HOUSEHOLDS IN SUMMIT COUNTY, 47.9 PERCENT MAKE LESS THAN $50,000 ANNUALLY. HOWEVER, THE CITY OF AKRON, WHICH IS THE LARGEST CITY IN SUMMIT COUNTY, HAS A MEDIAN HOUSEHOLD INCOME OF $50,025 WITH A POVERTY RATE OF 22.8 PERCENT FOR CALENDAR YEAR 2024. THE UNEMPLOYMENT RATE IN SUMMIT COUNTY REBOUNDED AFTER BEING IMPACTED BY COVID-19. IN 2020, THE HIGHEST RATE WAS IN APRIL AT 14.7 PERCENT. IN 2024, THE UNEMPLOYMENT RATE WAS 4.9 PERCENT. THERE ARE TWO MEDICALLY UNDERSERVED AREAS (MUAs) PRESENT IN SUMMIT COUNTY: THE SOUTHEAST AKRON AND SUMMIT SERVICE AREAS. LOW INCOMES AND UNEMPLOYMENT CONTRIBUTE TO SUMMA'S BURDEN FOR CHARITY CARE. DESPITE THESE CHALLENGES, DEMAND FOR SUMMA'S SERVICES IN THESE COMMUNITIES IS PROJECTED TO GROW. MORE IMPORTANTLY, THE AGE GROUP THAT DEMANDS HEALTHCARE SERVICES THE MOST (AGE 65 AND OLDER) IS EXPECTED TO GROW SIGNIFICANTLY. THIS AGE GROUP IS PROJECTED TO INCREASE BY 16.0 PERCENT IN SUMMIT COUNTY OVER THE NEXT FIVE YEARS.
Schedule H, Part VI, Line 5 Promotion of community healthSUMMA HEALTH PROMOTES COMMUNITY HEALTH THROUGH AN OPEN MEDICAL STAFF MODEL, STRATEGIC REINVESTMENT OF SURPLUS FUNDS, A COMMITMENT TO DIVERSITY, EQUITY AND INCLUSION (DEI), SUPPORT FOR GRADUATE MEDICAL EDUCATION, AND ENGAGEMENT OF LOCAL COMMUNITY LEADERS THROUGH FORMAL GOVERNANCE STRUCTURES. THESE EFFORTS COLLECTIVELY ADVANCE SUMMA'S EXEMPT PURPOSE BY ADDRESSING THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. SUMMA MAINTAINS AN OPEN MEDICAL STAFF POLICY THAT EXTENDS HOSPITAL PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN THE REGION. THIS APPROACH SUPPORTS PROVIDER DIVERSITY AND PROMOTES BROAD ACCESS TO COMPREHENSIVE CARE. SUMMA'S COMMUNITY ENGAGEMENT COMMITTEE (CEC), A SUBCOMMITTEE OF THE SUMMA HEALTH BOARD OF DIRECTORS, PROVIDES OVERSIGHT FOR COMMUNITY BENEFIT, OUTREACH, AND COMMUNITY RELATIONS STRATEGIES. THE CEC IS COMPRISED OF 17 DIVERSE COMMUNITY LEADERS, 100 PERCENT OF WHOM RESIDE OR WORK WITHIN SUMMA'S PRIMARY SERVICE AREA. THIS STRUCTURE ENSURES THAT LOCAL PERSPECTIVES GUIDE PROGRAMMING THAT ADDRESSES IDENTIFIED COMMUNITY NEEDS. SURPLUS FUNDS ARE REINVESTED IN PATIENT CARE, CLINICAL SERVICES, INFRASTRUCTURE, MEDICAL EDUCATION, AND COMMUNITY INITIATIVES. IN 2024, SUMMA COMPLETED MULTI-MILLION DOLLAR CAPITAL IMPROVEMENTS AT THE AKRON AND BARBERTON CAMPUSES TO ENHANCE INPATIENT AND OUTPATIENT SERVICE CAPACITY. THE ORGANIZATION ALSO RECRUITED 44 NEW PHYSICIANS IN PRIMARY CARE AND SPECIALTY AREAS TO ADDRESS ACCESS GAPS. SUMMA HEALTH SUPPORTS ITS EDUCATIONAL MISSION THROUGH ROBUST GRADUATE MEDICAL EDUCATION PROGRAMS, TRAINING MORE THAN 250 RESIDENTS AND FELLOWS ANNUALLY ACROSS MULTIPLE SPECIALTIES. THESE PROGRAMS CONTRIBUTE TO WORKFORCE DEVELOPMENT AND HELP PREPARE THE NEXT GENERATION OF PHYSICIANS TO SERVE OUR REGION. INNOVATIVE PROGRAMS SUCH AS THE LAUNCH OF THE ROUNDTRIP TRANSPORTATION PLATFORM IN 2024 HAVE REMOVED BARRIERS TO NON-EMERGENCY MEDICAL TRANSPORTATION, IMPROVING CONTINUITY OF CARE FOR VULNERABLE POPULATIONS. SUMMA CONTINUED TO INVEST IN TECHNOLOGY TO ENHANCE PATIENT ENGAGEMENT, INCLUDING EPIC CHEERS, MYCHART, HELLO WORLD, AND WEBSITE CHATBOTS. THESE TOOLS STREAMLINED SCHEDULING, EXPANDED PATIENT SELF-SERVICE OPTIONS, AND IMPROVED COMMUNICATION SYSTEM-WIDE. IN 2024, SUMMA RECEIVED NATIONAL HONORS INCLUDING THE HEALTHGRADES AMERICA'S 50 BEST HOSPITALS AWARD, NEWSWEEK'S RECOGNITION OF SUMMA MEDINA MEDICAL CENTER AMONG "AMERICA'S BEST AMBULATORY SURGERY CENTERS, THE NORTHCOAST99 WORKPLACE EXCELLENCE AWARD FOR THE 21ST YEAR. SUMMA ALSO RECEIVED THE 2024 DOROTHY O. JACKSON AWARD FOR ADVANCING DIVERSITY AND INCLUSION, AND THE NATIONAL EPA ENERGY STAR CERTIFICATION FOR ENVIRONMENTAL STEWARDSHIP. SUMMA HEALTH'S 2024-2027 DEI STRATEGIC PLAN, "YOUR HEALTH, OUR COMMITMENT," GUIDES ORGANIZATIONAL EFFORTS TO PROMOTE A CULTURE OF BELONGING, IMPROVE EQUITY IN CARE DELIVERY, AND ADDRESS SYSTEMIC BARRIERS THAT AFFECT HEALTH OUTCOMES. INITIATIVES INCLUDE INTERNAL EDUCATION, DATA-DRIVEN STRATEGIES, AND PARTNERSHIPS WITH COMMUNITY ORGANIZATIONS TO ADVANCE HEALTH EQUITY. SUMMA'S DEI WORK HAS BEEN RECOGNIZED BY THE HUMAN RIGHTS CAMPAIGN HEALTHCARE EQUALITY INDEX, THE AMERICAN HEART ASSOCIATION, THE NAACP, AND THE COMMISSION ON ECONOMIC INCLUSION. FINALLY, IN 2024, SUMMA ENTERED INTO A DEFINITIVE AGREEMENT WITH THE HEALTH ASSURANCE TRANSFORMATION COMPANY (HATCO). THIS STRATEGIC PARTNERSHIP IS DESIGNED TO STABILIZE OPERATIONS AND SUPPORT THE DEVELOPMENT OF A MORE AFFORDABLE, PROACTIVE, AND COMMUNITY-BASED MODEL OF HEALTHCARE DELIVERY.
Schedule H, Part VI, Line 6 Affiliated health care systemSUMMA 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. SUMMA HEALTH PROVIDED INPATIENT CARE THROUGH FACILITIES LOCATED ON TWO MAIN CAMPUSES AND IN ADDITION, OUTPATIENT CARE IS EXTENDED THROUGHOUT THE REGION IN A NUMBER OF OUTPATIENT CENTERS, BOTH HOSPITAL-BASED AND FREESTANDING. SUMMA HEALTH SYSTEM'S AKRON TERTIARY CAMPUS IS LOCATED IN DOWNTOWN AKRON, OHIO AND HAS SERVED, TOGETHER WITH SUMMA HEALTH, AS THE LARGEST SAFETY-NET HOSPITAL IN THE COMMUNITY FOR MANY YEARS. THE BARBERTON CAMPUS IS A 159-BED HOSPITAL FACILITY THAT OFFERS INPATIENT SERVICES, OUTPATIENT SERVICES AND COMMUNITY OUTREACH PROGRAMS. THE BARBERTON CAMPUS IS LOCATED IN THE CITY OF BARBERTON IN SOUTHERN SUMMIT COUNTY. SUMMA REHAB HOSPITAL, LLC, A JOINT VENTURE BETWEEN SUMMA HEALTH SYSTEM AND VIBRA HEALTHCARE, OPENED ON THE CAMPUS OF SUMMA AKRON CITY HOSPITAL IN 2012. THIS 60-BED FREE STANDING 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 OVER 62,000 MEMBERS. SUMMA FOUNDATION IS A NONPROFIT ORGANIZATION ADVANCING TRANSFORMATIONAL PHILANTHROPY, COMMUNITY UNDERSTANDING AND GOODWILL FOR THE PROGRAMS AND PRIORITIES OF SUMMA HEALTH. SUMMA HEALTH NETWORK, LLC IS THE INTEGRATED PHYSICIAN-HOSPITAL ORGANIZATION AFFILIATED WITH SUMMA HEALTH. WITH MORE THAN 2, 270 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 CLEVELAND CLINIC MERCY HOSPITAL, AND IS COMPRISED OF approximately 200 HOSPITALS, 8,300 PRIMARY CARE PROVIDERS, 36,700 SPECIALISTS, COVERING MEMBERS ACROSS ALL 88 COUNTIES IN OHIO. SUMMA PHYSICIANS, INC. (D/B/A SUMMA HEALTH MEDICAL GROUP ("SHMG")) IS A MULTI-SPECIALTY PHYSICIAN PRACTICE EMPLOYING OVER 350 PHYSICIANS IN MULTIPLE SPECIALTIES. SHMG PROMOTES STRONGER AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIANS SERVICES ARE MET.
Schedule H, Part VI, Line 7 State filing of community benefit reportOH

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SUMMA HEALTHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11077 GORGE BLVDAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44310ZIPCd
FieldValueIRS element (for citing)
Recipient EIN341887844RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$393,242CashGrantAmt
Purpose Of GrantFUND MANAGEMENT FOR PREVENTION, WELLNESS, ACCESS TO CARE AND HEALTH DISPARITIESPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationTHE PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IS BASED ON THE CRITERIA ESTABLISHED PRIOR TO AWARDING THE GRANT OR ASSISTANCE. ONCE THE CRITERIA IS MET A PAYMENT WILL BE MADE TO THE ORGANIZATION UTILIZING THE FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
T CLIFFORD DEVENY MD
CEO SHS, DIRECTOR SHS & SF$0$1,217,105$0$643,910$0$156,912$0$190,298$0$31,704$0$2,239,929$0$149,148
JESSICA HUDSON
SF PRESIDENT & CDO$317,427$0$141,771$0$1,296$0$3,560$0$2,496$0$466,550$0$0$0
PETER BITTENBENDER MD
DIRECTOR SHS & SHMG, CLINICAL PHYSICIAN$636,313$0$71,498$0$540$0$3,450$0$32,757$0$744,558$0$0$0
LYNN HAMRICH MD
DIRECTOR SHS, CLINICAL PHYSICIAN$297,238$0$0$0$897$0$3,074$0$35,651$0$336,860$0$0$0
DAWN AHNER
TREAS., SVP, CFO$0$598,643$0$292,638$0$9,971$0$78,579$0$36,670$0$1,016,501$0$4,829
VIVEK BHALLA
PRESIDENT SUMMA HEALTH MED.GR.$468,944$0$230,948$0$8,189$0$63,477$0$38,510$0$810,068$0$6,876$0
ROBERT A GERBERRY
GEN. COUNSEL/SEC. SHS/SHMG$0$487,534$0$259,671$0$49,868$0$65,174$0$26,365$0$888,612$0$44,790
KATHLEEN BLAKE
SVP, PRESIDENT POST ACUTE/HOME$0$351,409$0$171,678$0$5,555$0$43,655$0$33,513$0$605,810$0$0
PENELOPE GORSUCH DNPRNNEA-BC
SVP & CHF. NURSING EXEC.$0$455,588$0$219,434$0$8,329$0$60,425$0$2,320$0$746,096$0$3,636
BONNIE PANLASIGUI
SHS PRESIDENT (END 09/24)$622,228$0$0$0$40,225$0$0$0$34,587$0$697,040$0$38,816$0
BENJAMIN P SUTTON
EVP COO - PROVIDER OPS. PRESIDENT SHS$0$728,959$0$388,755$0$50,115$0$95,176$0$37,440$0$1,300,445$0$48,165
DANE DONICH
CLINICAL PHYSICIAN - SHMG$1,521,550$0$942,961$0$1,530$0$0$0$25,106$0$2,491,147$0$0$0
PAUL HARTZFELD
CLINICAL PHYSICIAN - SHMG$1,516,956$0$121,070$0$690$0$863$0$36,728$0$1,676,307$0$0$0
BRADLEY INKROTT
CLINICAL PHYSICIAN - SHMG$1,251,301$0$690,556$0$510$0$3,450$0$39,741$0$1,985,558$0$0$0
MATTHEW JAYKEL
CLINICAL PHYSICIAN - SHMG$1,189,879$0$338,443$0$510$0$3,450$0$32,566$0$1,564,848$0$0$0
KIEL PFEFFERLE
CLINICAL PHYSICIAN - SHMG$974,224$0$451,043$0$540$0$2,871$0$39,121$0$1,467,799$0$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsSUMMA 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 WERE ONE OFFICER, ONE HIGHLY COMPENSATED EMPLOYEE, AND ONE DIRECTOR. THE AMOUNT OF THE GROSS UP IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesSOCIAL CLUB DUES WERE PAID ON BEHALF OF ONE OFFICER. ANY PERSONAL USE IS RECOGNIZED AS ADDITIONAL TAXABLE COMPENSATION.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensationARRANGEMENTS 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.
Schedule J, Part I, Line 4a Severance or change-of-control paymentIn 2024, Bonnie Panlasigui received payment in the amount of $175,486 from the organization. Severance amounts are treated as taxable compensation.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planA SUPPLEMENTAL EXECUTIVE NON-QUALIFIED 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, VIVEK BHALLA, MD $58,302, DAWN AHNER $74,401, ROBERT A. GERBERRY $59,999, BENJAMIN P. SUTTON $90,001, JESSICA HUDSON $39,602, AND KATHLEEN BLAKE $43,655.
Schedule J, Part I, Line 7 Non-fixed paymentsTHE SUMMA HEALTH SYSTEM MANAGEMENT INCENTIVE PROGRAM IS DESIGNED TO REWARD EMPLOYEES FOR MEETING QUALITY, PERFORMANCE AND FINANCIAL TARGETS. THESE TARGETS INCLUDE CLINICAL QUALITY, PATIENT SATISFACTION, EMPLOYEE/PHYSICIAN SATISFACTION, OPERATING MARGIN, AND THE STRENGTHENING OF THE BALANCE SHEET. PAYMENT IS BASED ON A FACTOR OF BASE COMPENSATION AND IS SUBJECT TO REVIEW AND APPROVAL BY SUMMA'S COMPENSATION COMMITTEE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNumPurposePurposeDesc
See Schedule K Part VI
A3414486802014-10-02$79,795,000falsefalsefalse
See Schedule K Part VI
B3414486802016-12-16$204,934,207falsefalsefalse009730NX6
See Schedule K Part VI
C3414486802017-12-22$140,000,000falsefalsefalse
See Schedule K Part VI
D3414486802018-05-15$16,252,805falsefalsefalseCONSTRUCT AND EQUIP HOSPITAL FACILITIES

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapitalized InterestCapitalizedInterestAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtUnspentUnspentAmt
A$13,265,000$79,795,000$79,795,0002008Yes (true)falseYes (true)Yes (true)
B$19,255,000$205,384,474$102,782,9492019Yes (true)Yes (true)Yes (true)Yes (true)$1,874,244$201,939$100,525,342
C$8,355,000$142,289,841$6882019falsefalseYes (true)Yes (true)$545,500$141,723,005$17,464
D$16,252,8052019falsefalseYes (true)Yes (true)$16,252,805

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)000.0falsefalse0falseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.0080.0010.009falseYes (true)0.058Yes (true)Yes (true)
CfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.00300.003falsefalse0falseYes (true)
DfalseYes (true)Yes (true)Yes (true)falsefalse0.0080.0010.009falsefalse0falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
(no name)
AfalsefalseYes (true)falseYes (true)Yes (true)20.0falsefalsefalse0falsefalseYes (true)
(no name)
BfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)
NATIXIS FUNDING COR
CfalsefalseYes (true)falseYes (true)false0falsefalseYes (true)1.1Yes (true)falseYes (true)
(no name)
DfalsefalseYes (true)falsefalsefalse0falsefalsefalse0falsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (21 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I Akron, Bath & Copley Joint Township Hospital District Series 2018 & 2020 BondsAn additional Schedule K is included to provide for the issuance of the Series 2020 Bonds.
Schedule K, Part I, Column (b) See Explanation for Bond IdentifierSet I, Bond A: Reissued Akron, Bath and Copley Joint Township Hospital District Series 2014 Bonds and Reissued Development Finance Authority of Summit County Port Facilities Revenue Refunding Bonds, Series 2014: The Reissued 2014 Bonds consisted of the following two series of Bonds, which were treated as a single issue of bonds for federal income tax purposes: (1) ABC District Hospital Facilities Refunding Revenue Bonds, Series 2014A (Summa Health System Obligated Group) issued in the original principal amount of $93,685,000 (the "Series 2014A Bonds"), and (2) DFA Port Facilities Revenue Refunding Bonds, Series 2014 (Summa Health System Obligated Group Project) issued in the original principal amount of $13,675,000 (the "DFA Bonds"). The Series 2014A Bonds and the DFA Bonds were each originally issued on October 2, 2014, and were deemed reissued on December 17, 2021 as the result of the replacement of the LIBOR index, related changes to certain components of the formula used to calculate interest, and the extension of the initial mandatory tender date. The ABC District's EIN is 34-1448680, and the DFA's EIN is 34-1765940.
Schedule K, Part I, Column (f) See Explanation for Bond IdentifierSet I, Bond A: Reissued Series 2014A Bonds and Reissued Development Finance Authority 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 purpose of the DFA Series 2014 Bonds was to currently refund the Series 2006 Bonds, which were issued to (1) acquire a project site for and construct and equip a wellness institute, and (2) pay issuance costs.
Schedule K, Part I, Column (f) Akron, Bath & Copley Joint Twnshp Hospital District Series 2016 BondsSet I, Bond B: 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 ABC District Hospital Facilities Refunding Revenue Bonds, Series 2014B (Summa Health System Obligated Group), (3) currently refund all of the outstanding ABC District 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 I, Column (a) See Explanation for Bond IdentifierSet I, Bond C: Akron, Bath and Copley Joint Township Hospital District Series 2017A Bonds, Series 2017B Bonds, and Series 2017C Bonds: The 2017 Bonds consisted of the following three series of Bonds, which were treated as a single issue of bonds for federal income tax purposes: (1) ABC District Hospital Facilities Improvement Revenue Bonds, Series 2017A (Summa Health Obligated Group) issued in the original principal amount of $15,000,000, (2) ABC District Hospital Facilities Improvement Revenue Bonds, Series 2017B (Summa Health Obligated Group) issued in the original principal amount of $75,000,000, and (3) ABC District Hospital Facilities Improvement Revenue Bonds, Series 2017C (Summa Health Obligated Group) issued in the original principal amount of $50,000,000.
Schedule K, Part I, Column (d) CUSIP NumbersSet I, Bond C: Series 2017A Bonds: 009730 PA4 Series 2017B Bonds: 009730 PCO Series 2017C Bonds: 009730 PE6
Schedule K, Part II, Line 3 Total Proceeds of Issue - Column BSet I, Bond B: The difference between the total proceeds of the issue and the issue price provided in Part I, Line B, Column (e) is due to investment proceeds of the issue. This amount is smaller than the amount reported in the 2017 Schedule K because certain disposition proceeds included as proceeds of the Series 2016 Bonds were part of a remedial action under Treasury Regulations Section 1.141-12. Those disposition proceeds are included in Schedule K as the Series 2018 Bonds.
Schedule K, Part II, Line 7 Issuance Costs from Proceeds - Column BSet I, Bond B: The issuance costs of the issue provided in Part II, Line 7, Column B is less than the issuance costs provided in the Form 8038 for this issue because of the transfer of unexpended money in the expense fund to the project fund for this issue.
Schedule K, Part II, Line 3 Total Proceeds of Issue-Column CSet I, Bond C: The difference between the total proceeds of the issue and the issue price provided in Part I, Line C, Column (e) is due to investment proceeds of the issue.
Schedule K, Part III, Line 8a Sale of Bond-Financed PropertySet I, Bond B: Summa elected to use the alternative use of disposition proceeds under Regulations Section 1.141-12. An IRS Form 8038 was filed in connection with that remedial action and, accordingly, Summa has reported that remedial action as a reissued bond for purposes of Schedule K.
Schedule K, Part IV, Line 2c Date of Rebate ComputationSet I, Bond B: The rebate computation for the period of December 21, 2016 to December 21, 2021 was performed on August 29, 2023.
Schedule K, Part IV, Line 4b Name of Hedge ProviderSet I, Bond A: Series 2014A Reissued Bonds: Goldman Sachs Bank USA. Development Finance Authority Series 2014 Reissued Bonds: PNC Bank, National Association.
Schedule K, Part IV, Line 4c Term of HedgeSet I, Bond A: The term of the hedge with Goldman Sachs Bank USA is 20 years. Set II, Bond A: The term of the hedge with PNC Bank, National Association is 30 years.
Schedule K, Part I, Column (a) See Explanation for Bond IdentifierSet I, Bond D: Akron, Bath and Copley Joint Township Hospital District Series 2018 Bonds: The Series 2018 Bonds were an alternative disposition of sale proceeds of a portion of property that was financed with the proceeds of the Series 2016 Bonds. The alternative disposition of bond proceeds was a remedial action done in accordance with Regulations Section 1.141-12.
Schedule K, Part I, Column (f) See Explanation for Bond IdentifierSet II, Bond A: Akron, Bath and Copley Joint Township Hospital District Series 2020 Bonds: The purposes of the Series 2020 Bonds were to (1) currently refund the outstanding $159,150,000 principal amount of the hospital facilities revenue bonds, Series 2010 issued on May 11, 2010, (2) pay the costs of terminating a related, integrated hedge agreement, and (3) pay issuance costs.
Schedule K, Part IV, Line 4c Term of HedgeSet II, Bond A: Anticipatory fixed-payor interest rate hedge entered into on August 28, 2019 and terminated on September 10, 2020 simultaneously with the sale of the Series 2020 Bonds.
Schedule K, Part I, Column (a) Schedule K, Part I, Col (a), Line ASet I, Bond A: The issuer name of Bond A with issuance date 10/02/14 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.
Schedule K, Part I, Column (a) Schedule K, Part I, Col (a), Line BSet I, Bond B: The issuer name of Bond B with issuance date 12/16/16 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.
Schedule K, Part I, Column (a) Schedule K, Part I, Col (a), Line CSet I, Bond C: The issuer name of Bond C with issuance date 12/22/17 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.
Schedule K, Part I, Column (a) Schedule K II, Part I, Col (a), Line DSet I, Bond D: The issuer name of Bond D with issuance date 05/15/18 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.
Schedule K, Part I, Column (a) Schedule K II, Part I, Col (a), Line ASet II, Bond A: The issuer name of Sch K II, Bond A with issuance date 10/14/20 is: AKRON, BATH AND COPLEY JT. TWP. HOSP. DIST.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1See Schedule K Part VIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN341448680BondIssuerEIN
CUSIP009730PWGCUSIPNum
Bond Issued2020-10-14BondIssuedDt
Issue Price$155,456,329IssuePriceAmt
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$155,456,329TotalProceedsAmt
Issuance Costs From Proceeds$1,416,436IssuanceCostsFromProceedsAmt
Other Spent Proceeds$154,039,893OtherSpentProceedsAmt
Substantial Completion2012SubstantialCompletionYr
Refunding Tax Exempt BondsYes (true)RefundingTaxExemptBondsInd
Refunding Taxable BondsfalseRefundingTaxableBondsInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsYes (true)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (true)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (true)EngageBondCounselContractsInd
Any Research AgreementsYes (true)AnyResearchAgreementsInd
Engage Bond Counsel ResearchYes (true)EngageBondCounselResearchInd
Private Bus Use By Others0.044PrivateBusUseByOthersPct
Private Bus Concerning UBI0.0PrivateBusConcerningUBIPct
Total Private Business Use0.044TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropPct
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetfalseRebateNotDueYetInd
Exception To RebateYes (true)ExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecYes (true)HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line1JPMORGAN CHASE BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Term Of Hedge0TermOfHedgePct
Superintegrated HedgefalseSuperintegratedHedgeInd
Hedge TerminatedYes (true)HedgeTerminatedInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Term Of GIC0TermOfGICPct
Regulatory Safe Harbor StsfdfalseRegulatorySafeHarborStsfdInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ALYSSA DRESSMAN
FAMILY MEMBER OF LYNN HAMRICH, MD, SUMMA HEALTH SYSTEM DIRECTOR$39,685EMPLOYMENTfalse
MARIAH HOOD LPN
FAMILY MEMBER OF RAMONA HOOD, SUMMA HEALTH SYSTEM DIRECTOR$24,735EMPLOYMENTfalse

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (19 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 264,609,314 including grants of $ 393,242)(Revenue $ 306,499,269) SUMMA HEALTH IS AN INTEGRATED HEALTHCARE DELIVERY SYSTEM THAT PROVIDES COORDINATED, VALUE-BASED CARE ACROSS THE CONTINUUM FOR THE PEOPLE AND POPULATIONS WE SERVE. WE HOLD OURSELVES CLINICALLY AND FINANCIALLY ACCOUNTABLE FOR HEALTH OUTCOMES IN OUR COMMUNITIES. SUMMA HEALTH SERVES HUNDREDS OF THOUSANDS OF PATIENTS EACH YEAR IN COMPREHENSIVE EMERGENCY, ACUTE, CRITICAL, OUTPATIENT AND LONG-TERM/HOMECARE SETTINGS AND REPRESENTS A TOTAL OF 874 LICENSED, INPATIENT BEDS ON THE CAMPUSES OF SUMMA HEALTH SYSTEM AND SUMMA REHAB HOSPITAL. IN ADDITION, OUTPATIENT CARE IS PROVIDED IN MORE THAN 20 COMMUNITY HEALTH CENTERS, URGENT CARE FACILITIES AND EMERGENCY DEPARTMENTS (EDS), SOME INTEGRATED IN THE HEALTHCARE FACILITIES, AND OTHERS ARE FREESTANDING. SUMMA REHAB HOSPITAL IS A JOINT VENTURE IN WHICH SUMMA HEALTH SYSTEM HAS AN INTEREST, AND IS REFERENCED IN THIS DOCUMENT FOR THE PURPOSE OF IDENTIFYING ALL ENTITIES AFFILIATED WITH SUMMA HEALTH. SUMMA'S PROPORTIONATE INTEREST OF THIS JOINT VENTURE'S CHARITY CARE AND OTHER COMMUNITY BENEFITS IS INCLUDED ON SCHEDULE H OF SUMMA HEALTH'S IRS FORM 990 GROUP RETURN. PROVIDING SUPERIOR, MULTI-SPECIALTY PATIENT CARE, MEDICAL RESEARCH AND CONTINUING MEDICAL EDUCATION, SUMMA HEALTH RANKS AS A HIGHLY RECOGNIZED HEALTHCARE PROVIDER IN SEVERAL DISCIPLINES INCLUDING: WEIGHT MANAGEMENT, CARDIOVASCULAR, EMERGENCY, ONCOLOGY, ORTHOPEDICS & SPORTS MEDICINE, SURGERY, PRIMARY CARE, PULMONARY, STROKE, TRAUMA, UROLOGY, WOMEN'S SERVICES AND NURSING BY PRESTIGIOUS ORGANIZATIONS SUCH AS: AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER AMERICAN HEART ASSOCIATION AMERICAN STROKE ASSOCIATION NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS NATIONAL ACCREDITATION PROGRAM FOR RECTAL CANCER AMERICAN NURSING CREDENTIALING CENTER CENTERS FOR MEDICARE AND MEDICAID SERVICES OHIO PATIENT SAFETY INSTITUTE AMERICAN COLLEGE OF RADIATION AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY METABOLIC AND BARIATRIC SURGERY ACCREDITATION AND QUALITY IMPROVEMENT PROGRAM- COMPREHENSIVE CENTER LUNG CANCER ALLIANCE THE JOINT COMMISSION HEALTHGRADES SUMMA 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 TWO 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 8,500 INDIVIDUALS WITH SUMMA HEALTH SYSTEM ACCOUNTING FOR THE VAST MAJORITY OF THESE EMPLOYEES. SUMMA HEALTH SYSTEM HAS A MEDICAL STAFF OF MORE THAN 1,000 PROFESSIONALS WORKING ON ITS CAMPUSES. SUMMA HEALTH SYSTEM HAS 814 LICENSED BEDS. THE BUILDINGS AND FACILITIES ON ALL CAMPUSES TOTAL MORE THAN 3 MILLION SQUARE FEET. SUMMA HEALTH SYSTEM- AKRON CAMPUS OFFERS GENERAL MEDICAL, SURGICAL, OBSTETRICAL, TRAUMA AND CRITICAL CARE SERVICES. THE AKRON CAMPUS PROVIDES ACUTE CARE SERVICES AND A WIDE RANGE OF OUTPATIENT SERVICES ON A CAMPUS OF APPROXIMATELY 60 ACRES. AS A LEADER IN MEDICAL EDUCATION, SUMMA HEALTH SYSTEM SUPPORTS THE EDUCATION OF ITS PHYSICIANS AND HEALTHCARE PROFESSIONALS. THE AKRON CAMPUS IS A TEACHING AFFILIATE OF THE NORTHEAST OHIO MEDICAL UNIVERSITY (NEOMED) AND INCLUDES A STAFF OF PHYSICIANS AND ACCREDITED RESIDENCY AND FELLOWSHIP PROGRAMS THAT FOSTER A DYNAMIC MEDICAL ENVIRONMENT. APPROXIMATELY 95 RESIDENTS AND FELLOWS GRADUATE FROM THE INSTITUTION'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 CAMPUS SUMMA 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 159 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, A STATE-OF-THE-ART ORTHOPEDIC JOINT REPLACEMENT CENTER OF EXCELLENCE, ALONG WITH A VARIETY OF OUTPATIENT SERVICES. CHARITY CARE IN 2024, SUMMA HEALTH PROVIDED CHARITY CARE AT AN ESTIMATED NET COST OF OVER $14.2 MILLION. THIS AMOUNT REPRESENTS THE NET COST ASSOCIATED WITH PROVIDING THE CARE AND DOES NOT INCLUDE BAD DEBT. PATIENTS WITH INCOME UP TO 250% OF THE FEDERAL POVERTY INCOME GUIDELINES OR WHO HAVE A HOSPITAL BILL THAT EXCEEDS 25% OF THEIR GROSS ANNUAL FAMILY INCOME ARE ELIGIBLE TO APPLY FOR FULLY DISCOUNTED CHARITY CARE ASSISTANCE. IN ADDITION, THERE IS A SLIDING SCALE DISCOUNT PROGRAM FOR THOSE WITH INCOMES BETWEEN 250% AND 400% OF THE FEDERAL POVERTY INCOME GUIDELINES. IN 2024, THE CHARITY CARE PROGRAM (INCLUDING HOSPITAL CARE ASSURANCE PROGRAM) BENEFITED OVER 17,788 PATIENT ENCOUNTERS. MEDICAID SHORTFALL HISTORICALLY, 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 OVER $89 MILLION. BAD DEBT SUMMA HEALTH IS COMMITTED TO PROVIDING QUALITY AND ACCESSIBLE HEALTHCARE. THIS INCLUDES COVERING THE EXPENSE OF PAYMENTS THAT WERE EXPECTED BUT NOT RECEIVED. WHILE SUMMA HEALTH RECOGNIZES BAD DEBT IS PART OF DOING BUSINESS, IT AGREES WITH THE OHIO HOSPITAL ASSOCIATION THAT IT IS IMPORTANT TO REPORT THESE COSTS TO SHOW THE TOTAL PICTURE OF CARE SUMMA HEALTH PROVIDES TO THE COMMUNITY WITHOUT FULL REIMBURSEMENT. IN 2024, THE COST FOR PROVIDING CARE WRITTEN OFF AS A BAD DEBT EXPENSE WAS OVER $17.7 MILLION. COMMUNITY HEALTH IMPROVEMENT SERVICES AN IMPORTANT PART OF SUMMA HEALTH'S MISSION IS OFFERING A PREVENTION AND WELLNESS PROGRAM TO BUILD A HEALTHIER COMMUNITY. IN 2024, SUMMA HEALTH PROVIDED MORE THAN $16.9 MILLION TO HELP FUND HEALTH IMPROVEMENT ACTIVITIES SUCH AS FREE AND LOW-COST HEALTH SCREENING, HEALTH EDUCATION SERVICES AND WELLNESS PROGRAMMING. SUBSIDIZED HEALTH SERVICES SUMMA HEALTH IS COMMITTED TO PROVIDING SUBSIDIZED HEALTH SERVICES - CLINICAL SERVICES THAT MEET AN IDENTIFIED COMMUNITY NEED AND ARE PROVIDED DESPITE FINANCIAL LOSS. VITAL SERVICES SUCH AS THE SUMMA HEALTH SENIOR HEALTH CENTER, SUMMA HEALTH TRAUMATIC STRESS CENTER, THE SUMMA HEALTH DENTAL CLINIC AND OUR DIABETES EDUCATION EFFORTS ARE OFFERED, EVEN THOUGH THEY ARE NOT PROFITABLE. INCOME FROM OTHER SERVICES IS USED TO COVER THESE COSTS. IN 2024, THE COST FOR SUBSIDIZED SERVICES WAS OVER $50 MILLION. FINANCIAL AND IN-KIND DONATIONS ANNUALLY, SUMMA HEALTH CONTRIBUTES FINANCIAL ASSISTANCE AND IN-KIND SERVICES TO SUPPORT COMMUNITY ORGANIZATIONS THAT PROMOTE HEALTH, WELLNESS AND AN IMPROVED QUALITY OF LIFE. FROM NEIGHBORHOOD HEALTH FACILITIES SUCH AS OPEN M AND FAITHFUL SERVANTS CARE CENTER, TO MEDICAL SERVICES AT ATHLETIC EVENTS THROUGHOUT THE COMMUNITY, SUMMA HEALTH PARTICIPATES IN NUMEROUS COMMUNITY PROGRAMS AND HELPS OTHER NONPROFITS FULFILL THEIR MISSIONS. IN 2024, THESE CONTRIBUTIONS WERE MORE THAN $4.4 MILLION. RESEARCH AND INNOVATION A MAJOR GOAL OF THE RESEARCH & INNOVATION GROUP IS TO OFFER OUR PATIENTS ACCESS TO CUTTING-EDGE THERAPIES AND TECHNOLOGIES WITHIN THE COMMUNITY, PARTICULARLY THROUGH CLINICAL TRIALS. THIS NOT ONLY PROVIDES THE BEST CARE FOR OUR PATIENTS, BUT ALSO IMPROVES THE HEALTH OF OUR COMMUNITY. IN 2024, SUMMA CONTRIBUTED A NET COST OF MORE THAN $6.5 MILLION TO EXPLORE POTENTIAL NEW THERAPIES, CARE COORDINATION IMPROVEMENTS AND TREATMENT OPTIONS.
Form 990, Part III, Line 4d Description of other program services(Expenses $ including grants of $) (CONTINUED) 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 NORTHEAST 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 12 ACCREDITED RESIDENCY TRAINING PROGRAMS, 8 ACCREDITED FELLOWSHIP 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 2024, APPROXIMATELY 285 RESIDENTS AND FELLOWS TRAINED AT SUMMA HEALTH'S TWO MAIN HOSPITALS. ON AVERAGE, APPROXIMATELY 40% OF THESE RESIDENTS REMAIN IN OUR LOCAL AND SURROUNDING COMMUNITIES. SUMMA HEALTH'S 2024 INVESTMENT IN HEALTH PROFESSIONAL EDUCATION TOTALED NEARLY $30.9 MILLION. SUMMA HEALTH SERVICES: FOLLOWING IS A DESCRIPTION OF SUMMA HEALTH'S NOTABLE ACCOMPLISHMENTS BY PRIMARY SERVICE LINES IN 2024: CRITICAL CARE FOR THE EIGHTH TIME, SUMMA HEALTH RECEIVED THE AMERICA'S 100 BEST HOSPITALS FOR CRITICAL CARE AWARD FROM HEALTHGRADES REPRESENTING SUPERIOR CLINICAL OUTCOMES IN TREATING PULMONARY EMBOLISM, RESPIRATORY SYSTEM FAILURE, SEPSIS AND DIABETIC EMERGENCIES. SUMMA HEALTH RANKED #1 IN THE STATE BY HEALTHGRADES FOR CRITICAL CARE. HEART AND VASCULAR: SUMMA HEALTH HAS BEEN RECOGNIZED BY THE AMERICAN HEART ASSOCIATION FOR MANY AWARDS, INCLUDING GET WITH THE GUIDELINES GOLD PLUS- STROKE AND HEART FAILURE, LIFELINE HEART ATTACK REFERRING/RECEIVING CENTER ACCREDITATION AND STEMI (HEART ATTACK) ACCREDITATION. SUMMA HEALTH RECEIVED THE NCDR CHEST PAIN MI GOLD PERFORMANCE ACHIEVEMENT AWARD FOR 2024 FROM THE AMERICAN COLLEGE OF CARDIOLOGY. FOR THE SECOND CONSECUTIVE YEAR, SUMMA HEALTH WAS RECOGNIZED FOR OUR COMMITMENT AND SUCCESS IN SUSTAINING A TOP-LEVEL STANDARD FOR CARE FOR HEART ATTACK PATIENTS. SUMMA HEALTH IS ONE OF ONLY 61 HOSPITALS NATIONWIDE TO RECEIVE THE GOLD HONOR. THE SUMMA HEALTH HEART AND VASCULAR INSTITUTE HAS BEEN DESIGNATED AS A CAROTID CARE QUALITY CHAMPION BY THE SOCIETY FOR VASCULAR SURGERY VASCULAR QUALITY INITIATIVE (SVS VQI). THIS DISTINGUISHED PROGRAM HONORS HEALTHCARE ORGANIZATIONS ACROSS THE COUNTRY DEDICATED TO IMPROVING THE SAFETY AND EFFECTIVENESS OF VASCULAR CARE THROUGH PARTICIPATION AND ENGAGEMENT IN VQI'S CAROTID ARTERY STENTING AND CAROTID ENDARTERECTOMY REGISTRIES. PARTICIPATION IN THE VQI ALLOWS US TO MONITOR PERFORMANCE, BENCHMARK OUTCOMES AND PROVIDE THE BEST POSSIBLE CARE FOR OUR PATIENTS. NEUROSCIENCE: SUMMA HEALTH SYSTEM - AKRON CAMPUS RECEIVED SEVERAL HEALTHGRADES AWARDS FOR NEUROSCIENCES: * RANKED #1 IN THE STATE FOR NEUROSCIENCES. * RANKED #1 IN THE STATE FOR CRANIAL NEUROSURGERY. * RANKED #1 IN THE STATE FOR STROKE CARE. ONCOLOGY: SUMMA HEALTH IS A LEADER IN CANCER TREATMENT WITH NATIONALLY RECOGNIZED CANCER CENTERS THROUGHOUT NORTHEAST OHIO. SUMMA TREATS MORE THAN 100 CANCER TYPES, SPECIALIZING IN LUNG, BREAST, COLORECTAL, GYNECOLOGICAL AND ORTHOPEDIC. SUMMA HEALTH'S CANCER CENTERS ARE FULLY ACCREDITED BY THE AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER (COC). SUMMA HEALTH CANCER INSTITUTE WAS REACCREDITED FROM THE NATIONAL ACCREDITATION PROGRAM FOR RECTAL CANCER (NAPRC), A QUALITY PROGRAM OF THE AMERICAN COLLEGE OF SURGEONS. PULMONARY SUMMA HEALTH RECEIVED THE AMERICA'S 100 BEST HOSPITALS FOR PULMONARY CARE AWARD (SIX YEARS IN A ROW) REPRESENTING SUPERIOR CLINICAL OUTCOMES IN TREATING CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD) AND PNEUMONIA.
Form 990, Part III, Line 4d Description of other program services(Expenses $ including grants of $) (CONTINUED) SYSTEM: FOR THE 21ST 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 SYSTEM - AKRON AND BARBERTON CAMPUSES WERE RECIPIENTS OF THE HEALTHGRADES 2025 AMERICA'S 50 BEST HOSPITALS AWARD. THIS PLACES SUMMA HEALTH AMONG THE TOP ONE PERCENT OF ALL HOSPITALS FOR CLINICAL CARE AND PATIENT OUTCOMES ACROSS TREATMENT OF THE MOST COMMON CONDITIONS AND PROCEDURES. SUMMA HEALTH WAS SELECTED BY THE WOMEN'S NETWORK LEADERSHIP INSTITUTE, A PROGRAM OF THE GREATER AKRON CHAMBER, AS THE 2024 DOROTHY O. JACKSON AWARD HONOREE. THIS HONOR REFLECTS OUR ORGANIZATION'S EXCELLENCE AND LEADERSHIP IN THE COMMITMENT TO THE EMPOWERMENT OF WOMEN AND THE PROMOTION OF DIVERSITY IN THE WORKPLACE. SUMMARY ALTHOUGH 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 2024, SUMMA HEALTH PROVIDED CHARITY CARE TO THE INDIGENT (INCLUDING UNREIMBURSED MEDICAID) AT THE COST OF OVER $103 MILLION. THIS AMOUNT DOES NOT INCLUDE SERVICES PROVIDED WRITTEN OFF AS BAD DEBT. IN ADDITION TO UNCOMPENSATED MEDICAL CARE, SUMMA HEALTH PROVIDED WELLNESS PROGRAMS, COMMUNITY EDUCATION PROGRAMS AND SPECIAL PROGRAMS FOR THE ELDERLY, PERSONS WITH DISABILITIES AND THE MEDICALLY UNDERSERVED. SUMMA HEALTH ALSO OPERATED A VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIES. THESE PROGRAMS WERE OFFERED AT A REDUCED PRICE OR PROVIDED TO THE COMMUNITY FREE OF CHARGE. SUMMA HEALTH OPERATES ITS FACILITIES IN A MANNER CONSISTENT WITH THE COMMUNITY BENEFIT REQUIREMENTS OF REV. RULE 69-545 AND SUBSEQUENT CASE LAW AND IRS GUIDELINES. SUMMA HEALTH'S HOSPITALS PROVIDE EMERGENCY SERVICES WHICH ARE OPEN AND AVAILABLE TO ALL PERSONS OF THE COMMUNITY, REGARDLESS OF THEIR ABILITY TO PAY. THE BOARD OF DIRECTORS CONSISTS OF PERSONS WHO ARE BROADLY REPRESENTATIVE OF THE COMMUNITY AND MEDICAL STAFF. SUMMA HEALTH MEDICAL GROUP- PROGRAM SERVICE ACCOMPLISHMENTS: SUMMA HEALTH MEDICAL GROUP, A SUMMA HEALTH ENTITY, IS A MULTI-SPECIALTY GROUP OF PHYSICIANS, ADVANCED PRACTICE PROVIDERS AND CARE TEAMS IN MEDICAL PRACTICES LOCATED IN THE COMMUNITIES WE SERVE. IN TOTAL, SUMMA HEALTH MEDICAL GROUP EMPLOYS APPROXIMATELY 370 PHYSICIANS AND 1,400 SUPPORT STAFF IN MORE THAN 40 SPECIALTIES AND SUB-SPECIALTIES. SUMMA HEALTH MEDICAL GROUP PROMOTES STRONG AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIAN SERVICES ARE MET. AS MEMBERS OF NEWHEALTH COLLABORATIVE, A CLINICIAN-LED ACCOUNTABLE CARE ORGANIZATION, SUMMA HEALTH MEDICAL GROUP PHYSICIANS ARE LEADING THE WAY TOWARD VALUE-BASED HEALTHCARE WITH INITIATIVES SUCH AS THE PATIENT-CENTERED MEDICAL HOME (PCMH) AND MEANINGFUL USE OF HEALTH INFORMATION TECHNOLOGY. SUMMA FOUNDATION - PROGRAM SERVICE ACCOMPLISHMENTS: SUMMA FOUNDATION SUPPORTS PATIENT CARE, MEDICAL EDUCATION AND RESEARCH THROUGH PHILANTHROPY. GENEROUS CONTRIBUTIONS AVERAGE $10 MILLION A YEAR AND HELP SUMMA HEALTH FULFILL ITS MISSION TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE AND CONTRIBUTE TO A HEALTHIER COMMUNITY. SUMMA FOUNDATION LINKS COMMUNITY SUPPORTERS WITH PHILANTHROPIC PRIORITIES THAT ENHANCE THE DELIVERY OF PATIENT CARE AND EMPOWER CLINICAL EXCELLENCE ACROSS THE ENTIRE SYSTEM. GIFTS SUPPORT PHYSICIAN RESIDENCY PROGRAMS, ADVANCED CERTIFICATIONS FOR NURSES, BEHAVIORAL HEALTH PROGRAMS, GROUNDBREAKING RESEARCH, THE LATEST TECHNOLOGIES FOR DIAGNOSIS AND TREATMENT, CANCER SUPPORT SERVICES, AND HELP RECRUIT AND RETAIN THE REGION'S BEST PHYSICIANS, ASSURING PATIENTS AND FAMILIES A CONTINUUM OF QUALITY CARE FAR INTO THE FUTURE. SUMMA FOUNDATION ALSO COLLABORATES WITH SYSTEM AND CLINICAL LEADERS TO DOCUMENT THE IMPACT OF PHILANTHROPIC INVESTMENTS AND TO SHARE THAT IMPACT WITH DONORS. 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 HEALTH SYSTEM EXPERT AND PARTNER IN THE PUBLIC POLICY AND REGULATORY PLANNING PROCESS. THIS DEPARTMENT COLLABORATES WITH INTERNAL AND EXTERNAL STAKEHOLDERS TO BEST PROTECT AND PROMOTE SUMMA'S MISSION, SUMMA BUSINESS AND CLINICAL INNOVATION PRIORITIES WITH PUBLIC OFFICIALS AND STAFF.
Form 990, Part V, Line 2a Form 990, Part V, Line 2a and 2b:THE PARENT ORGANIZATION, SUMMA HEALTH, EIN 34-1887844, IS THE EMPLOYER OF RECORD FOR EMPLOYEES WORKING FOR GROUP RETURN ENTITIES.
Form 990, Part VI, Line 1aTHE DIRECTOR COUNT INFORMATION IS PRESENTED IN THE FOLLOWING FORMAT: ENTITY NAME - NUMBER OF VOTING MEMBERS - NUMBER OF INDEPENDENT VOTING MEMBERS SUMMA HEALTH SYSTEM ("SHS") - 12 - 8 SUMMA FOUNDATION ("SF") - 23 - 20 SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP ("SHMG") - 4 - 3 TOTALS FOR GROUP RETURN - 39 - 31 ALL OF THE ORGANIZATIONS LISTED ABOVE ARE SUBORDINATES UNDER THE CONTROL OF SUMMA HEALTH ("SH"). AS OF DECEMBER 31, 2024, SH HAD 12 VOTING DIRECTORS, 8 OF WHOM WERE INDEPENDENT VOTING DIRECTORS.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsTHE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP AS BOARD MEMBERS OF AN ENTITY IN WHICH SUMMA HEALTH SYSTEM HAS AN OWNERSHIP INTEREST: SUMMA REHAB HOSPITAL: KATHLEEN BLAKE, AND BENJAMIN P. SUTTON - Business relationship, MIDDLEBURY ASSURANCE COMPANY: T. CLIFFORD DEVENY, MD, ROBERT A. GERBERRY, VIVEK BHALLA, MD, AND DAWN AHNER; SUMMA ACO DBA NEWHEALTH COLLABORATIVE: T. CLIFFORD DEVENY, MD, DAWN AHNER, ROBERT A. GERBERRY, KATHLEEN BLAKE; SUMMA HEALTH SYSTEM CORP: T. CLIFFORD DEVENY, MD, DAWN AHNER, ROBERT A. GERBERRY - Business relationship, 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, BENJAMIN P. SUTTON, GEORGE STRICKLER, ROBERT A. GERBERRY, AND DAWN AHNER - Business relationship, T. CLIFFORD DEVENY, MD, PAUL TESTA - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholdersSUMMA 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, Line 7a Members or stockholders electing members of governing bodySUMMA HEALTH SYSTEM: THE CODE OF REGULATIONS OF SUMMA HEALTH SYSTEM PROVIDES THAT THOSE DIRECTORS OF SUMMA HEALTH, THE SOLE MEMBER OF SUMMA HEALTH SYSTEM, WOULD BE THE DIRECTORS OF SUMMA HEALTH SYSTEM. SUMMA FOUNDATION: IN ADDITION TO DIRECTORS ELECTED BY THE SUMMA HEALTH BOARD AS THE SOLE MEMBER OF SUMMA FOUNDATION, THE PRESIDENT AND CEO OF SUMMA HEALTH, THE CHAIR OF THE BOARD OF DIRECTORS OF SUMMA HEALTH, THE PRESIDENT OF SUMMA FOUNDATION, THE PRESIDENT OF THE WOMEN'S BOARD OF SUMMA HEALTH SHALL SERVE AS DIRECTORS OF SUMMA FOUNDATION. SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP: THE SOLE SHAREHOLDER OF SUMMA PHYSICIANS, INC. IS SUBJECT TO A SHARE CONTROL AGREEMENT WHEREIN WHICH THEY MAY ELECT ONLY PERSONS APPROVED BY SUMMA HEALTH AS DIRECTORS OF SUMMA PHYSICIANS, INC. TO ENSURE SUMMA HEALTH SYSTEM MAINTAINS A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES, GRANT-MAKING POLICIES, AND OTHERWISE IN THE USE OF INCOME AND ASSETS OF SUMMA PHYSICIANS, INC., AT LEAST ONE DIRECTOR OF SUMMA PHYSICIANS, INC. MUST ALSO BE A MEMBER OF SUMMA HEALTH SYSTEM'S BOARD OF DIRECTORS.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersSUMMA HEALTH IS THE SOLE MEMBER OF SUMMA HEALTH SYSTEM. AS THE SOLE MEMBER, SUMMA HEALTH HAS THE POWER AND AUTHORITY TO APPROVE OR DISAPPROVE OF EACH OF THE FOLLOWING ON BEHALF OF SUMMA HEALTH SYSTEM: (I) ANY MODIFICATION OF THE ESSENTIAL NATURE, PURPOSE, MISSION OR OPERATIONS OF THE CORPORATION; (II) APPROVAL OF THE 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) ADOPTION OF STRATEGIC PLANS OF THE CORPORATION; (IX) DETERMINATIONS AS TO THE USE AND OCCUPANCY OF ANY BUILDING OWNED OR LEASED BY THE CORPORATION; (X) 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 (XI) THE MERGER, REORGANIZATION, DISSOLUTION OR OTHER CORPORATE ACTION OF A SIMILAR NATURE, INCLUDING PARTICIPATION IN A JOINT VENTURE, PROPOSED BY THE CORPORATION. SUMMA FOUNDATION: SUMMA HEALTH IS THE SOLE MEMBER ("MEMBER") OF SUMMA FOUNDATION. THE FOLLOWING ARE THE MATTERS ("RESERVED POWERS") WHICH MUST BE SUBMITTED TO, AND RECEIVE THE APPROVAL OF BOTH THE BOARD OF DIRECTORS OF SUMMA FOUNDATION AND THE MEMBER: (I) ANY MODIFICATION OF THE ESSENTIAL NATURE, PURPOSE, MISSION OR OPERATIONS OF THE CORPORATION; (II) ADOPTION OF A CODE OF REGULATIONS, BYLAWS OR OTHER CONSTITUTIVE DOCUMENT OF THE CORPORATION AND ANY AND ALL AMENDMENTS THERETO; (III) ADOPTION OF ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION OR SIMILAR CHARTER OR ORGANIZATIONAL DOCUMENT OR AGREEMENT AND/OR ANY OTHER CHANGE IN THE CORPORATE STRUCTURE OR GOVERNANCE OF THE CORPORATION; (IV) ESTABLISHMENT OF QUALIFICATIONS FOR THE SELECTION OF DIRECTORS, DIRECTORS OR MANAGERS OF THE CORPORATION; (V) APPOINTMENT OR ELECTION AND REMOVAL OF MEMBERS OF THE GOVERNING BODY OF THE CORPORATION; (VI) APPOINTMENT OR ELECTION AND REMOVAL OF THE PRESIDENT AND/OR CHIEF EXECUTIVE OFFICER OR SIMILAR OFFICER(S) OF THE CORPORATION; (VII) ADOPTION OF ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; (VIII) THE BORROWING OF MONEY OR OTHER INCURRING OR CREATING OF ANY INDEBTEDNESS OF THE CORPORATION, INCLUDING BY WAY OF A GUARANTY OF THE DEBT OF ANOTHER, IN AN AMOUNT GREATER THAN $1,000,000 OR THAT WILL INCREASE THE AMOUNT OF INDEBTEDNESS INCURRED IN THE CURRENT CALENDAR YEAR, IN THE AGGREGATE, TO MORE THAN $3,500,000; (IX) ADOPTION OF THE LONG RANGE PLANS OF THE CORPORATION; (X) DETERMINATIONS AS TO THE USE AND OCCUPANCY OF ANY BUILDING OWNED OR LEASED BY THE CORPORATION; (XI) THE SALE, ENCUMBRANCE, LEASE OR DISPOSITION OF REAL PROPERTY OF THE CORPORATION OTHER THAN IN THE ORDINARY COURSE OF THE OPERATIONS OF THE CORPORATION; AND (XII) THE MERGER, REORGANIZATION, DISSOLUTION OR OTHER CORPORATE ACTION OF A SIMILAR NATURE, INCLUDING PARTICIPATION IN A JOINT VENTURE, PROPOSED BY THE CORPORATION. SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP: A SHARE CONTROL AGREEMENT AMONG SUMMA HEALTH, SUMMA PHYSICIANS, INC. AND THE SOLE SHAREHOLDER OF SUMMA PHYSICIANS, INC. PROVIDES THAT THE SOLE SHAREHOLDER SHALL VOTE EACH SHARE OF SUMMA PHYSICIANS, INC.'S CAPITAL STOCK NOW OR HEREAFTER OWNED BY THE SHAREHOLDER ON ANY MATTER SUBMITTED FOR A VOTE TO THE SHAREHOLDERS OF SUCH STOCK, ONLY AS APPROVED IN ADVANCE BY SUMMA HEALTH, INCLUDING, BUT NOT LIMITED TO THE MATTERS LISTED BELOW: (A) LEASE, SELL, EXCHANGE, TRANSFER OR OTHERWISE DISPOSE OF ALL OR SUBSTANTIALLY ALL OF THE SUMMA PHYSICIANS, INC.'S ASSETS; (B) BE MERGED, CONSOLIDATED OR OTHERWISE REORGANIZED WITH OR INTO ANY OTHER CORPORATION OR TRADE OR BUSINESS; (C) ISSUE ANY SHARES OF ANY CLASS OF SUMMA PHYSICIANS, INC.'S CAPITAL STOCK (WHETHER FROM TREASURY OR FROM AUTHORIZED BUT UNISSUED SHARES); (D) AMEND OR OTHERWISE MODIFY ITS ARTICLES OF INCORPORATION OR CODE OF REGULATIONS; (E) DISSOLVE (OTHER THAN BY ACTION OF A COURT OF COMPETENT JURISDICTION); OR (F)ENTER INTO ANY AGREEMENT WITH ANY PERSON TO DO ANY OF THE FOREGOING.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE 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 policyA 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 officialEXECUTIVE COMPENSATION: THE COMPENSATION REVIEW IS DELEGATED TO SUMMA HEALTH, WHICH SHARES A COMMON BOARD WITH MEMBERS OF THE GROUP RETURN. THE HUMAN RESOURCES COMMITTEE, (FKA 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 HUMAN RESOURCES COMMITTEE IS AN INDEPENDENT DIRECTOR AND IS NOT AFFILIATED WITH MANAGEMENT. THE HUMAN RESOURCES COMMITTEE ENGAGES OUTSIDE CONSULTING SUPPORT TO PROVIDE 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 COMPENSATION 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 SUMMA FOUNDATION: PRESIDENT, CHIEF DEVELOPMENT OFFICER SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP: PRESIDENT SUMMA HEALTH MEDICAL GROUP
Form 990, Part VI, Line 19 Required documents available to the publicSUMMA HEALTH MAKES ITS CONFLICTS OF INTEREST POLICY AVAILABLE UPON REQUEST. THE ARTICLES OF INCORPORATION OF SUMMA HEALTH AND ITS RELATED ENTITIES ARE AVAILABLE ON THE WEBSITE OF THE OHIO SECRETARY OF STATE (WWW.SOS.STATE.OH.US). SUMMA HEALTH MAKES ITS FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE (WWW.SUMMAHEALTH.ORG). THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS (WWW.EMMA.MSRB.ORG) AND ON SUMMA'S WEBSITE (WWW.SUMMAHEALTH.ORG).
Form 990, Part VII, Section B, Line 1BEGINNING WITH THE 2014 TAX YEAR ALL INDEPENDENT CONTRACTORS WERE PAID BY SUMMA HEALTH (EIN 34-1887844) WHICH IS THE PARENT ORGANIZATION OF THE FILING ORGANIZATION.
Form 990, Part VIII, Line 2f Other Program Service RevenueAll Other - Total Revenue: 5317745, Related or Exempt Function Revenue: 5317745, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueAll Other - Total Revenue: 8280396, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 8280396;
Form 990, Part XI, Line 8 Prior Period AdjustmentsPrior period adjustments are inclusive of change in prior period pledge valuation.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesPENSION LIABILITY ADJUSTMENT - 4532000; POST RETIREMENT BENEFIT ADJUSTMENT - -56000; NET ASSETS RELEASED FROM(TO) RESTRICTION FOR CAPITAL - 1250000; NET ASSET CONTRIBUTION FROM(TO) AFFILIATED ORGANIZATION - 79511000; OTHER CHANGES IN NET ASSETS - ADJUSTMENTS - -493; CHANGE IN RESTRICTED ACTIVITY - -722428; Total - 84514079;
Form 990, Part XII, Line 2c Change of oversight process or selection processTHE 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
MEDINA-SUMMIT AMBULATORY SURGERY CENTER LLC
1077 GORGE BLVDAKRONOH443042408340714755SURGERY CENTEROH$5,293,000$3,489,000SUMMA HEALTH SYSTEM
SUMMA HEALTH OUTPATIENT SERVICES LLC
1077 GORGE BLVDAKRONOH443042408340714755INFUSION CENTEROH$26,196,645$1,011,015SUMMA HEALTH SYSTEM

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1AKRON PHYSICIAN WELLNESS INITIATIVEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O ONE PERKINS SQUAREAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44308ZIPCd
FieldValueIRS element (for citing)
EIN853039796EIN
Primary ActivitiesPHYSICIAN WELLNESS INITIATIVESPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status7PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
SUMMA REHAB HOSPITAL LLC
29 NORTH ADAMS STREETAKRONOH44034271952573REHAB HOSPITALOHSUMMA HEALTH SYSTEMRelated$16,566,160$7,231,640falsefalse0.52
SUMMA HHAH HOLDINGS LLC
C/O 1077 GORGE BLVDAKRONOH44310823600079HOME HEALTH AND HOSPICEOHSUMMA HEALTH SYSTEMRelated$26,983,800$7,387,200falsefalse0.6

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line2USAddress/AddressLine2TxtAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
OHIO HEALTH CHOICE INC
1077 GORGE BLVDAKRONOH443092090341895396PPOOHSUMMA HEALTH SYSTEM CORPC CorporationYes (true)
SUMMA INSURANCE COMPANY INC
1200 E MARKET STAKRONOH44305341809108PROP/CAS INSOHSUMMACARE INCC CorporationYes (true)400
SUMMA HEALTH SYSTEM CORP
1077 GORGE BLVDAKRONOH443092090341515252MGMT SVCSOHSUMMA HEALTHC CorporationYes (true)
MIDDLEBURY ASSURANCE COMPANY
980405096SELF INSURANCESUMMA HEALTHC CorporationYes (true)PO BOX 1051GRAND CAYMANCJKY11102CJ
SUMMACARE INC
1200 E MARKET STAKRONOH44305341726655PROP/CAS INSOHSUMMA HEALTH SYSTEM CORPC CorporationYes (true)400
SUMMA ACCOUNTABLE CARE ORGANIZATION
1077 GORGE BLVDAKRONOH443092090CONTRACTINGOHSUMMA HEALTHC CorporationYes (true)
SUMMA MANAGEMENT SERVICES ORGANIZATION
1200 E MARKET STAKRONOH44305MGMT SVCSOHSUMMA HEALTH SYSTEM CORPC CorporationYes (true)400
SUMMA INTEGRATED SERVICES ORGANIZATION
1200 E MARKET STAKRONOH44305MGMT SVCSOHSUMMA HEALTH SYSTEM CORPC CorporationYes (true)400
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (11 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Summa Rehab Hospital LLC
A$2,837,366FMV
Summacare Inc
L$60,875,017FMV
Summacare Inc
L$10,706,021FMV
Summa Insurance Company Inc
L$15,564,487FMV
Summa Insurance Company Inc
L$3,165,090FMV
SummaCare Inc
L$409,525FMV
Summa Rehab Hospital LLC
L$309,470FMV
Middlebury Assurance Company
M$10,684,733FMV
Middlebury Assurance Company
M$4,529,763FMV
Summa Integrated Services Organization
M$2,487,695FMV
Summa Health
B$393,242COST