2025-11-14T20:39:22+00:00 2024-12-31 346565596 ERNST & YOUNG US LLP 2005 MARKET STREET PHILADELPHIA PA 19103 990 2024-01-01 900640432 Summa Health Group Return SUMM 2343125867 1077 Gorge Blvd Akron OH 44310 Naomi Ganoe Treasurer 3303753159 2025-11-15 true true Lauren E Bennett P01787029 2154485000 2025-11-12 2024 2025-03-06 01:10:19Z Naomie Ganoe 1077 Gorge Blvd Akron OH 44310 1697561172 true true 5864 X WWW. SUMMAHEALTH. ORG X THE MISSION OF SUMMA HEALTH IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO OUR PATIENTS AND TO CONTRIBUTE TO A HEALTHIER COMMUNITY. 39 31 8514 755 2283721 243422 9620694 11138034 1516233180 1660509065 812350 3511259 21244344 19695789 1547910568 1694854147 1688555 393242 0 0 644275797 682216870 0 2277241 947281554 1039982541 1593245906 1722592653 -45335338 -27738506 1825616945 1865213665 1311023498 1295977514 514593447 569236151 X SUMMA HEALTH'S MISSION IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO PATIENTS AND MEMBERS AND CONTRIBUTE TO A HEALTHIER COMMUNITY. false false 664125729 769262606 OUTPATIENT 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. 489731786 567260585 INPATIENT 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. 54374019 15631368 RESEARCH/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. 264609314 393242 306499269 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. (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. 264609314 393242 306499269 1472840848 true false false true false false false false false true true false false true true true false true false false true false false false false false true true true false true true false false false false false false false false true false false false false false true true true true false false true X 0 0 8514 true true true false false false false false false false false false false false X 39 31 true false false false true true true true true false false false true true true true true true true true true true FL OH X X NAOMI GANOE 3303753159 1077 GORGE BLVD AKRON OH 44310 GARY WILLIAMS MD DIRECTOR SF & SECRETARY 4.0 0 X X 0 0 0 GEORGE STRICKLER DIRECTOR & CHAIRMAN SHS 4.0 4.0 X X 0 0 0 JAY WILLIAMSON MD DIRECTOR & VICE CHAIR SHMG 4.0 0 X X 0 0 0 JESSICA HUDSON SF PRESIDENT & CDO 50.0 0 X X 460494 0 6056 JULIA BIANCHI DIRECTOR & CHAIR SF 4.0 0 X X 0 0 0 NICHOLAS BROWNING DIRECTOR V.CH. SHS, DIRECTOR CH SHMG (End 07/24) 4.0 4.0 X X 0 0 0 T CLIFFORD DEVENY MD CEO SHS, DIRECTOR SHS & SF 4.0 46.0 X X 0 2017927 222002 ALMETA COOPER DIRECTOR 2.0 2.0 X 0 0 0 BARBARA FACIANA DIRECTOR SHS 2.0 2.0 X 0 0 0 BETSY CLARK DIRECTOR SF 2.0 0 X 0 0 0 CHARLES PETER MD DIRECTOR SF 2.0 0 X 0 0 0 DANIEL BALMERT DIRECTOR SHMG 2.0 0 X 0 0 0 DOMINIC WRIGHT DIRECTOR SF 2.0 0 X 0 0 0 EDWARD MARX DIRECTOR 2.0 2.0 X 0 0 0 GEORGE SCHMUTZ DIRECTOR SF 2.0 0 X 0 0 0 GINGER MARCHETTA DIRECTOR SF 2.0 0 X 0 0 0 IRIS HARVEY DIRECTOR SF 2.0 0 X 0 0 0 JASON BUTTERWORTH DIRECTOR SF 2.0 0 X 0 0 0 JONATHON PAVLOFF DIRECTOR SF (End 12/24) 2.0 0 X 0 0 0 JULIE PASTERNAK DIRECTOR Sf 2.0 0 X 0 0 0 JUSTIN DUNN MD DIRECTOR SF 2.0 0 X 0 0 0 KAREN BUDD PhD RN DIRECTOR SF 2.0 0 X 0 0 0 KATHLEEN GEIER DIRECTOR 2.0 2.0 X 0 0 0 KAY FRANKS DIRECTOR SF (End 08/24) 2.0 0 X 0 0 0 LEIGH GERSTENBERGER DIRECTOR 2.0 2.0 X 0 0 0 LYNN HAMRICH MD DIRECTOR SHS, CLINICAL PHYSICIAN 52.0 2.0 X 298135 0 38725 MARGARET LEE DIRECTOR SF 2.0 0 X 0 0 0 MARY ANN JACKSON DIRECTOR SF 2.0 0 X 0 0 0 NANCY BRENNAN DIRECTOR SF 2.0 0 X 0 0 0 NAOMI GANOE DIRECTOR SF 2.0 0 X 0 0 0 ORRY JACOBS DIRECTOR SHS & SHMG 2.0 2.0 X 0 0 0 PATRICIA WARTKO DIRECTOR SF 2.0 0 X 0 0 0 PATRICK O'NEILL DIRECTOR SF 2.0 0 X 0 0 0 PETER BITTENBENDER MD DIRECTOR SHS & SHMG, CLINICAL PHYSICIAN 52.0 2.0 X 708351 0 36207 RAMONA HOOD DIRECTOR SHS 2.0 2.0 X 0 0 0 RANDY LANGENDERFER DIRECTOR 2.0 2.0 X 0 0 0 STEVE COX DIRECTOR SF 2.0 0 X 0 0 0 STEVEN GORSUCH MD DIRECTOR 2.0 2.0 X 0 0 0 WILLIAM BAUMAN DIRECTOR SF, CLINICAL PHYSICIAN (End 12/24) 52.0 0 X 114009 0 5326 DAWN AHNER TREAS., SVP, CFO 4.0 46.0 X 0 901252 115249 ROBERT A GERBERRY GEN. COUNSEL/SEC. SHS/SHMG 4.0 46.0 X 0 797073 91539 VIVEK BHALLA PRESIDENT SUMMA HEALTH MED.GR. 50.0 0 X 708081 0 101987 BENJAMIN P SUTTON EVP COO - PROVIDER OPS. PRESIDENT SHS 4.0 46.0 X 0 1167829 132616 BONNIE PANLASIGUI SHS PRESIDENT (END 09/24) 50.0 0 X 662453 0 34587 KATHLEEN BLAKE SVP, PRESIDENT POST ACUTE/HOME 2.0 50.0 X 0 528642 77168 PENELOPE GORSUCH DNPRNNEA-BC SVP & CHF. NURSING EXEC. 2.0 50.0 X 0 683351 62745 BRADLEY INKROTT CLINICAL PHYSICIAN - SHMG 50.0 0 X 1942367 0 43191 DANE DONICH CLINICAL PHYSICIAN - SHMG 50.0 0 X 2466041 0 25106 KIEL PFEFFERLE CLINICAL PHYSICIAN - SHMG 50.0 0 X 1425807 0 41992 MATTHEW JAYKEL CLINICAL PHYSICIAN - SHMG 50.0 0 X 1528832 0 36016 PAUL HARTZFELD CLINICAL PHYSICIAN - SHMG 50.0 0 X 1638716 0 37591 11953286 6096074 1108103 1066 true true false 0 7273992 3864042 11138034 PATIENT SVCS LESS BD 620000 1334308874 1334308874 PROGRAM RELATED INVESTMENTS 901101 7783219 7495959 287260 PHARMACY REVENUE 620000 231913206 231913206 LAB REVENUE 620000 1567977 1567977 SHMG PRACTICE SUPPORT 620000 79618044 79618044 5317745 5317745 0 0 1660509065 406 406 1792813 842972 949841 0 949841 949841 0 5374906 248501 1615552 -248501 3759354 3510853 3510853 CAFETERIA SALES 722511 5539224 5539224 PARKING 812930 2413663 2413663 WELLNESS INSTITUTE 810000 2512665 428484 2084181 8280396 0 0 8280396 18745948 1694854147 1658653828 2283721 22778564 393242 393242 3174410 2567463 606947 64419 52102 12317 570256830 459971449 108737068 1548313 4552790 3636803 859739 56248 67770121 54615665 12911121 243335 36398300 29354330 6939352 104618 2628000 2125526 502474 232830 232830 4579 4579 147629539 116509572 31116116 3851 59613 45872 10844 2897 9710340 7724649 1826104 159587 1343645 1082979 256016 4650 16759406 13555008 3204398 328131 262814 62129 3188 1097458 874861 206817 15780 35689051 28865304 6823747 53516372 43284042 10232330 12949649 10473675 2475974 MEDICAL SUPPLIES 441711803 441718915 -7112 MANAGEMENT FEES 207205025 167587424 39617601 SHMG PRACTICE SUPPORT 79215073 64069151 15145922 TAXES AND FRANCHISE FEE 34118083 27594706 6523377 -4216056 -3524704 -833238 141886 1722592653 1472840848 247474564 2277241 99871 95848 5214728 4805979 223651190 195992143 0 0 0 0 477293 448267 29867152 33901796 18847630 21260357 1456662445 771631053 696155822 685031392 0 11493194 11528829 2228740 2228740 837581325 909920314 1825616945 1865213665 69215568 59370710 2838994 2868501 545779834 533398381 0 0 693189102 700339922 1311023498 1295977514 X 514413348 569056052 180099 180099 514593447 569236151 1825616945 1865213665 X -27738506 615504 -2748373 84514079 X X false true true true true X SUMMA HEALTH SYSTEM 340714755 3 true 0 0 1 0 0 16292512 11562518 5935837 3864042 37654909 0 0 0 16292512 11562518 5935837 3864042 37654909 11627145 26027764 0 0 0 0 0 0 0 0 37654909 0 0.69122 0.64219 X true false false false false false false false false false false false false false false true true true X true true Schedule A, Part I LINE 3, 7, 12 SUMMA HEALTH SYSTEM, EIN 34-0714755, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS AS A HOSPITAL ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(III). SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP (SHMG), EIN 34-1790929, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS SECTION 509(A)(3) TYPE III FUNCTIONALLY INTEGRATED AND MUST COMPLETE SCHEDULE A, PART IV, SECTIONS A, D, AND E. THE NUMBER OF SUPPORTING ORGANIZATIONS FOR LINE 12F IS 1. THE SUPPORTED ORGANIZATION FOR LINE 12G IS SUMMA HEALTH SYSTEM, EIN 34-0714755, WHOSE ORGANIZATION TYPE DESCRIBED ON LINES 1-10 IS 3, AND WHICH IS LISTED IN THE SHMG ORGANIZING DOCUMENTS. LISTING ZERO IN SUPPORT FOR LINE 12G COLUMN (V) AND (VI). SUMMA FOUNDATION, EIN 34-1219001, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC DESCRIBED IN SECTION 170(B)(1)(A)(VI) AND MUST COMPLETE SCHEDULE A PART II. PURSUANT TO THE INSTRUCTIONS FOR GROUP FILINGS, THE ABOVE LISTED ORGANIZATIONS HAVE SEPARATELY DOCUMENTED THEIR COMPLIANCE REQUIREMENTS ON SCHEDULE A, PART VI, SUPPLEMENTAL INFORMATION. Schedule A, Part II Public Support SCHEDULE A PUBLIC SUPPORT SCHEDULE IS BEING PREPARED FOR SUMMA FOUNDATION, EIN 34-1219001. SUMMA FOUNDATION IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC DESCRIBED IN SECTION 170(B)(1)(A)(VI) AND MUST COMPLETE SCHEDULE A PART II. Schedule A, Part IV, Section A, Line 1 Schedule A, Part IV, Sections A, D, and E SHMG, EIN 34-1790929, IS A SUBORDINATE MEMBER OF THE SUMMA HEALTH GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS SECTION 509(A)(3) TYPE III FUNCTIONALLY INTEGRATED AND MUST COMPLETE SCHEDULE A, PART IV, SECTIONS A, D, AND E. THE ANSWERS PROVIDED ON SCHEDULE A, PART VI, SECTIONS A, D, AND E ARE PROVIDED FOR SHMG. Schedule A, Part IV, Section A, Line 1 THE 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 Policies SUMMA 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 Purposes ORGANIZATION ACTIVITIES DIRECTLY FURTHER THE EXEMPT PURPOSES: SHMG PROMOTES THE STRONGER AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE THE SUPPORTED HOSPITALS LISTED IN PART I LINE 12G MEET COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIAN SERVICES, AND ALSO DEVELOPS PHYSICIAN COVERAGE IN NEW MARKETS. SHMG DIRECTORS AND OFFICERS SERVE AS DIRECTORS AND OFFICERS ON THE BOARDS OF THE SUPPORTED ORGANIZATIONS, ENSURING RESPONSIVENESS. SHMG'S PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE HOSPITAL-BASED PRACTICES, MISSION-BASED PRACTICES, AND STRATEGIC-BASED PRACTICES, ALL BASED EXCLUSIVELY IN THE IDENTIFIED SUPPORTED HOSPITAL AND CONSTITUTING SUBSTANTIALLY ALL OF SHMG'S ACTIVITIES. Schedule A, Part IV, Section E, Line 2b Activities That One Or More Supp. Org. Engaged In ACTIVITIES THAT ONE OR MORE SUPPORTED ORGANIZATIONS ENGAGED IN: BUT FOR SHMG'S WORK TO ENSURE A STRONG AFFILIATION AND EMPLOYMENT OF PHYSICIANS TO ENSURE THE SUPPORTED HOSPITAL LISTED IN PART I LINE 12G MEETS COMMUNITY AND HOSPITAL NEEDS FOR PHYSICIAN SERVICES, THE IMPORTANT RELATIONSHIPS BETWEEN THE SUPPORTED HOSPITAL AND ITS PHYSICIANS WOULD HAVE TO BE MANAGED BY THE HOSPITAL. false false false false false false false false true 4579 4579 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE AMOUNT ON LINE 1(I) REPRESENTS THE PORTION OF ANNUAL DUES TO THE OHIO HOSPITAL ASSOCIATION ALLOCABLE TO LOBBYING ACTIVITIES. 29193531 -3554 601772 29791749 28058724 135091 999716 29193531 29263036 870744 -2075056 28058724 27566543 923605 772888 29263036 26418953 359489 788101 27566543 0.0 1.0 0.0 false true true 46474602 46474602 906050983 429686617 476364366 19374888 7792227 11582661 428257748 305106861 123150887 56504224 29045348 27458876 685031392 NON-PERF ASSET AIR RIGHTS 491870 TAXES RECEIVABLE 221092 OTHER ACCOUNTS RECEIVABLE 68571 BENEFICIAL INTEREST IN PROPERTY 3423026 DUE FROM RELATED ORGANIZATIONS 884177932 RIGHT OF USE ASSETS 15694348 OTHER ACCOUNTS RECEIVABLE UPL NET OF ALLOWANCE -1142543 PREPAID PENSION ASSET 6986018 909920314 Federal Income Taxes CAPITAL LEASE OBLIGATIONS 24681280 ASSET RETIREMENT OBLIGATION 0 INTEREST RATE SWAP 1708104 POST RETIREMENT BENEFITS 294934 CONTINGENT LIABILITIES 490083 MALPRACTICE LIABILITY 16274000 UNSECURED PAYABLES 341871705 PURCHASE OPTION LIABILITY 4680805 RIGHT OF USE LEASE OBLIGATION 10356373 2021 BONDS 299982638 700339922 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 Intended uses of endowment funds ENDOWMENT FUNDS PROVIDE INCOME TO BE USED TO FULFILL THE TAX-EXEMPT PURPOSES OF SUMMA FOUNDATION. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote SUMMA AND MOST OF ITS SUBSIDIARIES ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. SUMMA ALSO HAS CERTAIN SUBSIDIARIES THAT ARE TAXABLE FOR FEDERAL INCOME TAX PURPOSES. SC, TOGETHER WITH AFFILIATES OF SHSC, FILES A CONSOLIDATED FEDERAL INCOME TAX RETURN IN ACCORDANCE WITH A TAX-SHARING AGREEMENT DATED JANUARY 1, 2010. THE ENTITIES UTILIZE A CONSOLIDATED APPROACH TO THE ALLOCATION OF FEDERAL INCOME TAXES, WHEREAS SHSC'S TAX-SHARING AGREEMENT WITH ITS SUBSIDIARIES ALLOWS IT TO MAKE CERTAIN CODE ELECTIONS IN ITS CONSOLIDATED FEDERAL TAX RETURN. IN THE EVENT SUCH CODE ELECTIONS ARE MADE, ANY BENEFIT OR LIABILITY IS THE RESPONSIBILITY OF SHSC AND IS ACCRUED AND PAID BY THE PARTICIPATING SUBSIDIARIES. SC IS NOT SUBJECT TO STATE INCOME TAXES AS IT IS LICENSED AS A HEALTH INSURANCE COMPANY UNDER CHAPTER 1751 OF THE OHIO REVISED CODE. DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR THE FUTURE TAX CONSEQUENCES ATTRIBUTABLE TO DIFFERENCES BETWEEN THE FINANCIAL STATEMENT CARRYING AMOUNTS OF EXISTING ASSETS AND LIABILITIES AND THE RESPECTIVE TAX BASIS AND OPERATING LOSS AND TAX CREDIT CARRYFORWARDS. DEFERRED TAX ASSETS AND LIABILITIES ARE MEASURED USING ENACTED TAX RATES EXPECTED TO APPLY TO TAXABLE INCOME IN THE YEARS IN WHICH THOSE TEMPORARY DIFFERENCES ARE EXPECTED TO BE RECOVERED OR SETTLED. THE EFFECT ON DEFERRED TAX ASSETS AND LIABILITIES OF A CHANGE IN TAX RATES IS RECOGNIZED IN INCOME IN THE PERIOD THAT INCLUDES THE ENACTMENT DATE. SUMMA RECOGNIZES INTEREST INCOME, INTEREST EXPENSE, AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS WITHIN THE PROVISION FOR INCOME TAX. Central America and the Caribbean 1 0 Program Services Self Insurance 15214496 1 0 0 0 1 0 15214496 0 15214496 false false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual true true X true X 250 true X 50300229 36004715 14295514 0.00824 238966717 149413831 89552886 0.05159 0 0.0 0 0 289266946 185418546 103848400 0.05983 16940332 0 16940332 0.00976 47211806 16311117 30900689 0.01780 50273093 0 50273093 0.02896 7162213 603951 6558262 0.00378 4460685 0 4460685 0.00257 0 0 126048129 16915068 109133061 0.06287 0 0 415315075 202333614 212981461 0.12270 0 0.0 0 0.0 87512 87512 0.00005 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 87512 0 87512 0.00005 true 17739000 134988871 169233916 -34245045 X true true 1 DIGESTIVE HEALTH CENTER LLC DIGESTIVE DISEASE 0.1019 0.0 0.44 2 1 SUMMA HEALTH SYSTEM 141 N FORGE ST AKRON OH 44304 WWW.SUMMAHEALTH.ORG 1275 X X X X X 2 SUMMA REHAB HOSPITAL LLC 29 NORTH ADAMS STREET AKRON OH 44304 WWW.SUMMAREHABHOSPITAL.COM 1503 X X REHABILITATION SUMMA HEALTH SYSTEM 1 false false true X X X X X X X X X 22 true true true true X HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSES X true 22 true HTTPS://WWW.SUMMAHEALTH.ORG/ABOUT-US/ABOUT-SUMMA/COMMUNITY-BENEFIT-AND-DIVERSITY/COMMUNITYNEEDSASSES false true X 250.0 400.0 X X X X true true X X X true X https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistance X https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistance X https://www.summahealth.org/patientvisitor/insuranceandbilling/financialassistance X X X X X X true X false X X X X true X false false SUMMA REHAB HOSPITAL LLC 1 false false true X X X X X X X X X 22 true true true true X HTTPS://SUMMAREHABHOSPITAL.COM/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-2022/ X true 22 true HTTPS://SUMMAREHABHOSPITAL.COM/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-2022/ false true X 250.0 400.0 X X X X true true X X X true X https://summarehabhospital.com/financial-assistance/ X https://summarehabhospital.com/financial-assistance/ X https://summarehabhospital.com/financial-assistance/ X X X X X X true X false X X X false X X false false Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 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 , 1 Facility , 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 , 1 Facility , 1 - SUMMA HEALTH SYSTEM. SUMMIT COUNTY PUBLIC HEALTH SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 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 , 2 Facility , 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 , 1 Facility , 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 , 1 Facility , 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 , 1 Facility , 1 - SUMMA REHABILITATION HOSPITAL. SUMMIT COUNTY PUBLIC HEALTH SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 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/ 100 SUMMA HEALTH MEDICAL GROUP 1 PARK WEST BLVD SUITE 200 AKRON OH 44320 PHYSICIAN OFFICE - Dermotology & Internal Medicine SUMMA HEALTH MEDICAL GROUP 1 PARK WEST BLVD SUITE 350 AKRON OH 44320 PHYSICIAN OFFICE - NEOCS & ENDO SUMMA HEALTH MEDICAL GROUP 1 PARK WEST BLVD SUITE 370 AKRON OH 44320 PHYSICIAN OFFICE - Sleep Medicine SUMMA HEALTH MEDICAL GROUP 1 PARK WEST BLVD SUITE 330 AKRON OH 44320 PHYSICIAN OFFICE - Sports Medicine, Orthopaedics, Osteoporosis SUMMA HEALTH MEDICAL GROUP 1260 INDEPENDENCE AVE AKRON OH 44310 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 1463 CANTON RD AKRON OH 44312 PHYSICIAN OFFICE SUMMA HEALTH EQUITY CENTER 1493 S HAWKINS AVENUE AKRON OH 44320 PHYSICIAN OFFICE - Internal Medicine, Pain Management, Gyn Oncology PARKVIEW CENTER 155 FIFTH STREET NE BARBERTON OH 44203 CANCER CENTER AND CANCER CARE, PHYSICIANS OFFICES SUMMA HEALTH MEDICAL GROUP 155 FIFTH STREET NE SUITE Ground fl BARBERTON OH 44203 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 155 FIFTH STREET NE SUITE 102 BARBERTON OH 44203 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 155 FIFTH STREET NE SUITE 100 BARBERTON OH 44203 PHYSICIAN OFFICE - NEOCS SUMMA HEALTH MEDICAL GROUP 155 FIFTH STREET NE SUITE 106 BARBERTON OH 44203 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 161 N FORGE ST SUITE G90 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 161 NORTH FORGE ST SUITE 298 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 161 NORTH FORGE STSUITE 198 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH COOPER PAVILION 161 NORTH FORGE STREET SUITE 295 AKRON OH 44304 CANCER CENTER AND CANCER CARE SUMMA HEALTH MEDICAL GROUP 1700 BOETTLER RD SUITE 150 UNIONTOWN OH 44685 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 1700 BOETTLER RD SUITE 225 UNIONTOWN OH 44685 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 1790 GRAYBILL RD SUITE 100 UNIONTOWN OH 44685 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 1790 GRAYBILL RD SUITE 200 UNIONTOWN OH 44685 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 1835 FRANKS PARKWAY UNIONTOWN OH 44685 PHYSICIAN OFFICE SUMMA PSYCHIATRY ASSOCIATES 1835 FRANKS PARKWAY UNIONTOWN OH 44685 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 185 WADSWORTH RD STE J WADSWORTH OH 44281 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 1860 STATE RD SUITE D CUYAHOGA FALLS OH 44223 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 195 Wadsworth - Rundle Bldg WADSWORTH OH 44281 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 195 WADSWORTH RD 105 WADSWORTH OH 44281 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 195 WADSWORTH RD SUITE 301 WADSWORTH OH 44256 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 195 WADSWORTH RD SUITE 305 WADSWORTH OH 44281 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 195 WADSWORTH RD SUITE 402 WADSWORTH OH 44281 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 201 5TH ST NESUITE 16 AND 13 BARBERTON OH 44203 PHYSICIAN OFFICE - 16 is Neuro Outpatient SUMMA HEALTH MEDICAL GROUP 201 5TH ST SUITE 2 BARBERTON OH 44203 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 201 5TH ST SUITE 6 BARBERTON OH 44203 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 201 5TH STREET NE SUITE 3 BARBERTON OH 44203 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 201 FIFTH ST NE SUITE 10 BARBERTON OH 44203 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 201 FIFTH STREET NE SUITE 8 BARBERTON OH 44203 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 201 FIFTH STREET NE SUITE 12 B BARBERTON OH 44203 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 242 PORTAGE TRAIL EXT W CUYAHOGA FALLS OH 442233613 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 25 S MAIN STREET SUITE B RITTMAN OH 44270 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 2875 WEST MARKET ST SUITE A FAIRLAWN OH 44333 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 2875 WEST MARKET ST SUITE B FAIRLAWN OH 44333 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 3378 W MARKET ST FAIRLAWN OH 44333 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 3593 S ARLINGTON ROAD SUITE D AKRON OH 44312 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 3780 MEDINA RD SUITE 210 MEDINA OH 44256 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 3780 MEDINA RD SUITE 220 MEDINA OH 44256 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 3780 MEDINA RD SUITE 250 MEDINA OH 44256 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 3780 MEDINA ROAD SUITE 150 MEDINA OH 44256 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 3780 MEDINA ROAD SUITE 200 MEDINA OH 44256 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 3780 MEDINA ROAD SUITE 310 MEDINA OH 44256 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 3825 FISHCREEK RD SUITE 120 STOW OH 44224 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 3825 FISHCREEK RD SUITE 200 AND 150 STOW OH 44224 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 3838 MASSILLON RD SUITE 350 UNIONTOWN OH 44685 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 4209 ST RT 44 SUITE 130 ROOTSTOWN OH 44272 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 4211 ST RT 44 SUITE 1550 ROOTSTOWN OH 44272 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 4211 STATE RT 44 SUITE 110 ROOTSTOWN OH 44274 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 4211 STATE RT 44 SUITE 130 ROOTSTOWN OH 44272 PHYSICIAN OFFICE SUMMA PSYCHIATRY ASSOCIATES 4211 STATE RT 44 SUITE 150 ROOTSTOWN OH 44273 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 45 ARCH ST SUITE 500 AKRON OH 44304 PHYSICIAN OFFICE - Traumatic Stress Center SUMMA HEALTH MEDICAL GROUP 45 ARCH ST SUITE 600 AKRON OH 44304 PHYSICIAN OFFICE - Juve BH Pavilion SUMMA HEALTH MEDICAL GROUP 500 PORTAGE LAKES DRIVE SUITE A AKRON OH 44319 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 500 PORTAGE LAKES DRIVE SUITE B AKRON OH 44319 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 51 PARK WEST BLVD SUITE 200 AKRON OH 44320 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 525 E MARKET ST SUITE 400 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 525 EAST MARKET STSUITE 1-N 1-W AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 55 ARCH ST SUITE 2A AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 55 ARCH ST SUITE 3A AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 55 ARCH ST SUITE 1A AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 55 ARCH ST SUITE 1B AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 60 NORTH AVE TALLMADGE OH 44278 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 621 SCHOOL DR WADSWORTH OH 44281 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 7034 BRAUCHER ST SUITE C NORTH CANTON OH 44720 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 104 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 201 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 202 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 301 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 302 AKRON OH 44304 PHYSICIAN OFFICE SUMMA DENTAL CENTER 75 ARCH ST SUITE 303 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 401 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 402 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 406 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 410 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 501 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 506 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE 512 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE B1 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 75 ARCH ST SUITE G2 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 91 5TH STREET BARBERTON OH 44203 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 95 ARCH ST SUITE 115 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 95 ARCH ST SUITE 150 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 95 ARCH ST SUITE 165 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 95 ARCH ST SUITE 175 A AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 95 ARCH ST SUITE 215 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 95 ARCH STSUITE 220 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 95 ARCH ST SUITE 240 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 95 ARCH STSUITE 260 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 95 ARCH ST SUITE 270 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 95 ARCH STSUITE 300 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 95 ARCH STSUITE 350 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP 95 ARCH STSUITE G50 AKRON OH 44304 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP AES BUILDING 388 SOUTH MAIN SUITE AKRON OH 44311 PHYSICIAN OFFICE SUMMA HEALTH MEDICAL GROUP AES BUILDING 388 SOUTH MAIN SUITE AKRON OH 44311 PHYSICIAN OFFICE Schedule H, Part I, Line 3c SUMMA 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 REHAB STATE 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 organization SUMMA HEALTH Schedule H, Part I, Line 7g Subsidized Health Services THE 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 assistance EXPLANATION OF COST METHODOLOGY USED FOR CALCULATING LINE 7 TABLE: COST OF FINANCIAL ASSISTANCE AT COST WAS CALCULATED WITH A COST TO CHARGE RATIO USING WORKSHEET 2. THE COST RELATED TO MEDICAID PATIENTS WAS 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 Activities GUIDED 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 amount AN ESTIMATED PROVISION FOR DOUBTFUL ACCOUNTS IS RECORDED THAT RESULTS IN NET PATIENT SERVICE REVENUE BEING REPORTED AT THE NET AMOUNT EXPECTED TO BE RECEIVED. SUMMA HAS DETERMINED, BASED ON AN ASSESSMENT AT THE CONSOLIDATED LEVEL, THAT PATIENT SERVICE REVENUE IS PRIMARILY RECORDED PRIOR TO ASSESSING THE PATIENT'S ABILITY TO PAY AND AS SUCH, THE ENTIRE PROVISION FOR DOUBTFUL ACCOUNTS RELATED TO PATIENT REVENUE IS RECORDED AS A DEDUCTION FROM PATIENT SERVICE REVENUE IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF OPERATIONS. AT THE POINT IN TIME THAT A CHARGE IS BELIEVED TO BE UNCOLLECTIBLE, THE RELATED RECEIVABLE IS WRITTEN OFF AS A DOUBTFUL ACCOUNT. SUMMA MAINTAINS AN ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED ON THE EXPECTED COLLECTABILITY OF PATIENT ACCOUNTS RECEIVABLE. THE PROVISION FOR DOUBTFUL ACCOUNTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING HISTORICAL BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTH CARE COVERAGES, AND OTHER COLLECTION INDICATORS. PERIODICALLY THROUGH THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE BY PAYOR CATEGORY. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE MODIFICATIONS TO THE PROVISION FOR DOUBTFUL ACCOUNTS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR THE UNCOLLECTIBLE RECEIVABLES. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote SUMMA 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 costs DESCRIBE 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 assistance DID COLLECTION POLICY CONTAIN PROVISIONS ON COLLECTION PRACTICES FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR ASSISTANCE: SUMMA WILL NOT PURSUE LEGAL ACTION FOR NON-PAYMENT OF BILLS AGAINST ANY PATIENT WHO IS WITHOUT ACCESS TO HEALTH INSURANCE AND WITHOUT OTHER SIGNIFICANT INCOME OR NET WORTH. BEFORE INITIATING LEGAL ACTION FOR NON-PAYMENT, OUR HOSPITALS WILL, IN CONJUNCTION WITH THE PATIENT, MAKE SURE THAT THE PATIENT IS NOT ELIGIBLE FOR ANY ASSISTANCE PROGRAM AND DOES NOT QUALIFY UNDER THE HOSPITALS' CHARITY CARE POLICY. 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 assessment IN ADDITION TO THE CHNA DESCRIBED IN PART V, SECTION B, THE HEALTH CARE NEEDS OF THE COMMUNITY ARE COLLABORATIVELY ASSESSED BY SURVEY PROCESSES CONDUCTED BY SUMMA HEALTH, SUMMIT COUNTY PUBLIC HEALTH, AND SUMMIT COALITION FOR COMMUNITY HEALTH IMPROVEMENT. 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 assistance IN ACCORDANCE WITH THE RULES SET FORTH BY OHIO ADMINISTRATIVE CODE SECTION 2101:3-2-07.17 NOTICES, SUMMA HEALTH SYSTEM'S HOSPITALS HAVE NOTICES POSTED IN THE EMERGENCY ROOMS, ADMISSION AREAS, CASHIER'S OFFICE, AND OTHER 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 information SUMMA 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 health SUMMA 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 system SUMMA HEALTH, EIN 34-1887844, IS THE PARENT ORGANIZATION OF SUMMA HEALTH SYSTEM. SUMMA HEALTH IS ONE OF THE LARGEST INTEGRATED DELIVERY SYSTEMS IN OHIO, ENCOMPASSING A NETWORK OF HOSPITALS, COMMUNITY-BASED HEALTH CENTERS, A HEALTH PLAN, A PHYSICIAN-HOSPITAL ORGANIZATION, RESEARCH AND MEDICAL EDUCATION AND A FOUNDATION. SUMMA HEALTH IS RENOWNED FOR EXCELLENCE IN PATIENT CARE AND FOR EXCEPTIONAL APPROACHES TO HEALTHCARE DELIVERY. 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 report OH true SUMMA HEALTH 1077 GORGE BLVD AKRON OH 44310 341887844 501(C)(3) 393242 FUND MANAGEMENT FOR PREVENTION, WELLNESS, ACCESS TO CARE AND HEALTH DISPARITIES 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IS BASED ON THE CRITERIA ESTABLISHED PRIOR TO AWARDING THE GRANT OR ASSISTANCE. ONCE THE CRITERIA IS MET A PAYMENT WILL BE MADE TO THE ORGANIZATION UTILIZING THE FUNDS. X X true true true true false false false false false true false T CLIFFORD DEVENY MD CEO SHS, DIRECTOR SHS & SF 0 1217105 0 643910 0 156912 0 190298 0 31704 0 2239929 0 149148 JESSICA HUDSON SF PRESIDENT & CDO 317427 0 141771 0 1296 0 3560 0 2496 0 466550 0 0 0 PETER BITTENBENDER MD DIRECTOR SHS & SHMG, CLINICAL PHYSICIAN 636313 0 71498 0 540 0 3450 0 32757 0 744558 0 0 0 LYNN HAMRICH MD DIRECTOR SHS, CLINICAL PHYSICIAN 297238 0 0 0 897 0 3074 0 35651 0 336860 0 0 0 DAWN AHNER TREAS., SVP, CFO 0 598643 0 292638 0 9971 0 78579 0 36670 0 1016501 0 4829 VIVEK BHALLA PRESIDENT SUMMA HEALTH MED.GR. 468944 0 230948 0 8189 0 63477 0 38510 0 810068 0 6876 0 ROBERT A GERBERRY GEN. COUNSEL/SEC. SHS/SHMG 0 487534 0 259671 0 49868 0 65174 0 26365 0 888612 0 44790 KATHLEEN BLAKE SVP, PRESIDENT POST ACUTE/HOME 0 351409 0 171678 0 5555 0 43655 0 33513 0 605810 0 0 PENELOPE GORSUCH DNPRNNEA-BC SVP & CHF. NURSING EXEC. 0 455588 0 219434 0 8329 0 60425 0 2320 0 746096 0 3636 BONNIE PANLASIGUI SHS PRESIDENT (END 09/24) 622228 0 0 0 40225 0 0 0 34587 0 697040 0 38816 0 BENJAMIN P SUTTON EVP COO - PROVIDER OPS. PRESIDENT SHS 0 728959 0 388755 0 50115 0 95176 0 37440 0 1300445 0 48165 DANE DONICH CLINICAL PHYSICIAN - SHMG 1521550 0 942961 0 1530 0 0 0 25106 0 2491147 0 0 0 PAUL HARTZFELD CLINICAL PHYSICIAN - SHMG 1516956 0 121070 0 690 0 863 0 36728 0 1676307 0 0 0 BRADLEY INKROTT CLINICAL PHYSICIAN - SHMG 1251301 0 690556 0 510 0 3450 0 39741 0 1985558 0 0 0 MATTHEW JAYKEL CLINICAL PHYSICIAN - SHMG 1189879 0 338443 0 510 0 3450 0 32566 0 1564848 0 0 0 KIEL PFEFFERLE CLINICAL PHYSICIAN - SHMG 974224 0 451043 0 540 0 2871 0 39121 0 1467799 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments SUMMA HEALTH GROSSED UP TAXES FOR YEARS OF SERVICE ANNIVERSARIES IN THE AMOUNT OF $50 FOR EMPLOYEES WHO REACHED IMPORTANT MILESTONE ANNIVERSARIES; 5, 10, 15 YEARS, ETC. INCLUDED IN THESE MILESTONE ANNIVERSARY PAYMENTS 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 fees SOCIAL 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 compensation ARRANGEMENTS USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: THE COMPENSATION OF THE PRESIDENT AND CEO IS ESTABLISHED BY SUMMA HEALTH, THE RELATED PARENT ORGANIZATION FOR ALL MEMBERS IN THE SUMMA HEALTH SYSTEM GROUP RETURN. SUMMA HEALTH HAS A COMPENSATION COMMITTEE THAT USES AN INDEPENDENT COMPENSATION CONSULTANT, MARKET SURVEYS, AND AN ANNUAL REVIEW PROCESS TO ESTABLISH COMPENSATION FOR THE POSITION OF PRESIDENT AND CEO. Schedule J, Part I, Line 4a Severance or change-of-control payment In 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 plan A 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 payments THE SUMMA HEALTH SYSTEM MANAGEMENT INCENTIVE PROGRAM IS DESIGNED TO REWARD EMPLOYEES FOR MEETING QUALITY, PERFORMANCE AND FINANCIAL TARGETS. THESE TARGETS INCLUDE CLINICAL QUALITY, PATIENT SATISFACTION, EMPLOYEE/PHYSICIAN SATISFACTION, OPERATING MARGIN, AND THE STRENGTHENING OF THE BALANCE SHEET. PAYMENT IS BASED ON A FACTOR OF BASE COMPENSATION AND IS SUBJECT TO REVIEW AND APPROVAL BY SUMMA'S COMPENSATION COMMITTEE. A See Schedule K Part VI 341448680 2014-10-02 79795000 false false false B See Schedule K Part VI 341448680 009730NX6 2016-12-16 204934207 false false false C See Schedule K Part VI 341448680 2017-12-22 140000000 false false false D See Schedule K Part VI 341448680 2018-05-15 16252805 CONSTRUCT AND EQUIP HOSPITAL FACILITIES false false false A 13265000 79795000 79795000 2008 true false true true B 19255000 205384474 1874244 201939 100525342 102782949 2019 true true true true C 8355000 142289841 545500 141723005 688 17464 2019 false false true true D 16252805 16252805 2019 false false true true A false true true true true true 0 0 0.0 false false 0 false true B false true true true true true 0.008 0.001 0.009 false true 0.058 true true C false true true true true true 0.003 0 0.003 false false 0 false true D false true true true false false 0.008 0.001 0.009 false false 0 false true A false false true false true true 20.0 false false false 0 false false true B false false false true false false 0 false false false 0 false false true C false false true false true false 0 false false true NATIXIS FUNDING COR 1.1 true false true D false false true false false false 0 false false false 0 false false true A true B true C true D true Schedule K, Part I Akron, Bath & Copley Joint Township Hospital District Series 2018 & 2020 Bonds An 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 Identifier Set 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 Identifier Set 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 Bonds Set 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 Identifier Set 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 Numbers Set 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 B Set 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 B Set 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 C Set 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 Property Set 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 Computation Set 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 Provider Set 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 Hedge Set 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 Identifier Set 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 Identifier Set 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 Hedge Set 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 A Set 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 B Set 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 C Set 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 D Set 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 A Set 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. A See Schedule K Part VI 341448680 009730PWG 2020-10-14 155456329 false false false A 155456329 1416436 154039893 2012 true false true true A false true true true true true 0.044 0.0 0.044 false false 0 false true A false false true false false true JPMORGAN CHASE BANK 0 false true false 0 false false true A true ALYSSA DRESSMAN FAMILY MEMBER OF LYNN HAMRICH, MD, SUMMA HEALTH SYSTEM DIRECTOR 39685 EMPLOYMENT false MARIAH HOOD LPN FAMILY MEMBER OF RAMONA HOOD, SUMMA HEALTH SYSTEM DIRECTOR 24735 EMPLOYMENT false 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 1a THE DIRECTOR COUNT INFORMATION IS PRESENTED IN THE FOLLOWING FORMAT: ENTITY NAME - NUMBER OF VOTING MEMBERS - NUMBER OF INDEPENDENT VOTING MEMBERS SUMMA HEALTH SYSTEM ("SHS") - 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 persons THE 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 stockholders SUMMA HEALTH SYSTEM: SUMMA HEALTH IS THE SOLE MEMBER OF SUMMA HEALTH SYSTEM. SUMMA FOUNDATION: SUMMA HEALTH IS THE SOLE MEMBER OF SUMMA FOUNDATION. SUMMA PHYSICIANS, INC. DBA SUMMA HEALTH MEDICAL GROUP: SUMMA PHYSICIANS, INC. HAS STOCKHOLDERS; THE STOCK IS HELD IN TRUST FOR THE BENEFIT OF SUMMA HEALTH. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body SUMMA HEALTH SYSTEM: THE CODE OF REGULATIONS OF SUMMA HEALTH SYSTEM PROVIDES THAT THOSE DIRECTORS OF SUMMA HEALTH, THE SOLE MEMBER OF SUMMA HEALTH SYSTEM, WOULD BE THE DIRECTORS OF SUMMA HEALTH SYSTEM. SUMMA FOUNDATION: IN ADDITION TO DIRECTORS ELECTED BY THE SUMMA HEALTH BOARD AS THE SOLE MEMBER OF SUMMA FOUNDATION, THE PRESIDENT AND CEO OF SUMMA HEALTH, 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 stockholders SUMMA HEALTH IS THE SOLE MEMBER OF SUMMA HEALTH SYSTEM. AS THE SOLE MEMBER, SUMMA HEALTH HAS THE POWER AND AUTHORITY TO APPROVE OR DISAPPROVE OF EACH OF THE FOLLOWING ON BEHALF OF SUMMA HEALTH SYSTEM: (I) ANY MODIFICATION OF THE ESSENTIAL NATURE, PURPOSE, MISSION OR OPERATIONS OF THE CORPORATION; (II) 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 body THE RETURN WAS REVIEWED IN DETAIL BY AN AD HOC COMMITTEE CONSISTING OF SELECT BOARD MEMBERS WITH FINANCIAL EXPERTISE, EXTERNAL LEGAL COUNSEL, AND EXTERNAL TAX ADVISORS AND CONSULTANTS. THIS DETAILED REVIEW OCCURRED IN OCTOBER AND NOVEMBER 2025. FOLLOWING THIS REVIEW AND INCORPORATION OF CHANGES RECOMMENDED BY THIS COMMITTEE, AND PRIOR TO FILING WITH THE IRS, AN EMAIL WAS SENT TO EACH VOTING MEMBER OF THE BOARD OF DIRECTORS. THIS EMAIL INCLUDED INSTRUCTIONS AND A LINK TO A PASSWORD-PROTECTED WEB SITE ON WHICH THE ENTIRE FORM 990 WAS AVAILABLE FOR VIEWING. Form 990, Part VI, Line 12c Conflict of interest policy A CONFLICT-OF-INTEREST QUESTIONNAIRE IS SENT ANNUALLY TO ALL SUMMA HEALTH ENTITIES BOARDS OF DIRECTORS, KEY EMPLOYEES, EXECUTIVE LEADERSHIP TEAM MEMBERS, MEDICAL DIRECTORS, QUALITY DIRECTORS, EMPLOYED PHYSICIANS, EMPLOYED ADVANCED PRACTICE PROVIDERS, MEMBERS OF THE AUDIT AND COMPLIANCE, INVESTMENT, FINANCE, GOVERNANCE, COMPENSATION, CREDENTIALING, SAFETY AND QUALITY, COMMUNITY ENGAGEMENT, PHARMACY AND THERAPEUTICS, OPERATING AND VALUE ANALYSIS COMMITTEES AND EMPLOYEES WHO ARE DIRECTORS AND ABOVE FOR COMPLETION. RESPONSES ARE INDIVIDUALLY REVIEWED FOR DETERMINATION OF POTENTIAL CONFLICTS. THOSE RESPONSES DEEMED TO PRESENT POTENTIAL CONFLICTS ARE THEN PRESENTED TO THE COMMITTEE ON GOVERNANCE (SUB-COMMITTEE OF THE SUMMA HEALTH BOARD OF DIRECTORS). THE COMMITTEE ON GOVERNANCE REVIEWS EACH RESPONSE THAT PRESENTS A POTENTIAL CONFLICT AND DETERMINES WHETHER ADDITIONAL ACTION IS REQUIRED TO ELIMINATE OR MITIGATE THE POTENTIAL CONFLICT. THIS ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE PROCESS IS MANAGED BY THE CORPORATE COMPLIANCE DEPARTMENT PURSUANT TO THE SUMMA HEALTH POLICY ON CONFLICT OF INTEREST AS APPROVED BY THE SUMMA HEALTH BOARD OF DIRECTORS. IN ADDITION TO THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, THE CONFLICT-OF-INTEREST POLICY IMPOSES A DUTY TO DISCLOSE CONFLICTING INTERESTS ON AN ONGOING BASIS. Form 990, Part VI, Line 15a Process to establish compensation of top management official EXECUTIVE COMPENSATION: THE 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 public SUMMA HEALTH MAKES ITS CONFLICTS OF INTEREST POLICY AVAILABLE UPON REQUEST. THE ARTICLES OF INCORPORATION OF SUMMA HEALTH AND ITS RELATED ENTITIES ARE AVAILABLE ON THE WEBSITE OF THE OHIO SECRETARY OF STATE (WWW.SOS.STATE.OH.US). SUMMA HEALTH MAKES ITS FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE (WWW.SUMMAHEALTH.ORG). THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS (WWW.EMMA.MSRB.ORG) AND ON SUMMA'S WEBSITE (WWW.SUMMAHEALTH.ORG). Form 990, Part VII, Section B, Line 1 BEGINNING WITH THE 2014 TAX YEAR ALL INDEPENDENT CONTRACTORS WERE PAID BY SUMMA HEALTH (EIN 34-1887844) WHICH IS THE PARENT ORGANIZATION OF THE FILING ORGANIZATION. Form 990, Part VIII, Line 2f Other Program Service Revenue All 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 Revenue All 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 Adjustments Prior period adjustments are inclusive of change in prior period pledge valuation. Form 990, Part XI, Line 9 Other changes in net assets or fund balances PENSION 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 process THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. MEDINA-SUMMIT AMBULATORY SURGERY CENTER LLC 1077 GORGE BLVD AKRON OH 443042408 340714755 SURGERY CENTER OH 5293000 3489000 SUMMA HEALTH SYSTEM SUMMA HEALTH OUTPATIENT SERVICES LLC 1077 GORGE BLVD AKRON OH 443042408 340714755 INFUSION CENTER OH 26196645 1011015 SUMMA HEALTH SYSTEM AKRON PHYSICIAN WELLNESS INITIATIVE C/O ONE PERKINS SQUARE AKRON OH 44308 853039796 PHYSICIAN WELLNESS INITIATIVES OH 501(c)(3) 7 NA false SUMMA REHAB HOSPITAL LLC 29 NORTH ADAMS STREET AKRON OH 44034 271952573 REHAB HOSPITAL OH SUMMA HEALTH SYSTEM Related 16566160 7231640 false false 0.52 SUMMA HHAH HOLDINGS LLC C/O 1077 GORGE BLVD AKRON OH 44310 823600079 HOME HEALTH AND HOSPICE OH SUMMA HEALTH SYSTEM Related 26983800 7387200 false false 0.6 OHIO HEALTH CHOICE INC 1077 GORGE BLVD AKRON OH 443092090 341895396 PPO OH SUMMA HEALTH SYSTEM CORP C Corporation true SUMMA INSURANCE COMPANY INC 1200 E MARKET ST 400 AKRON OH 44305 341809108 PROP/CAS INS OH SUMMACARE INC C Corporation true SUMMA HEALTH SYSTEM CORP 1077 GORGE BLVD AKRON OH 443092090 341515252 MGMT SVCS OH SUMMA HEALTH C Corporation true MIDDLEBURY ASSURANCE COMPANY PO BOX 1051 GRAND CAYMAN CJ KY11102 980405096 SELF INSURANCE CJ SUMMA HEALTH C Corporation true SUMMACARE INC 1200 E MARKET ST 400 AKRON OH 44305 341726655 PROP/CAS INS OH SUMMA HEALTH SYSTEM CORP C Corporation true SUMMA ACCOUNTABLE CARE ORGANIZATION 1077 GORGE BLVD AKRON OH 443092090 CONTRACTING OH SUMMA HEALTH C Corporation true SUMMA MANAGEMENT SERVICES ORGANIZATION 1200 E MARKET ST 400 AKRON OH 44305 MGMT SVCS OH SUMMA HEALTH SYSTEM CORP C Corporation true SUMMA INTEGRATED SERVICES ORGANIZATION 1200 E MARKET ST 400 AKRON OH 44305 MGMT SVCS OH SUMMA HEALTH SYSTEM CORP C Corporation true true true true false false false false false false false false true true false false false false false false Summa Rehab Hospital LLC A 2837366 FMV Summacare Inc L 60875017 FMV Summacare Inc L 10706021 FMV Summa Insurance Company Inc L 15564487 FMV Summa Insurance Company Inc L 3165090 FMV SummaCare Inc L 409525 FMV Summa Rehab Hospital LLC L 309470 FMV Middlebury Assurance Company M 10684733 FMV Middlebury Assurance Company M 4529763 FMV Summa Integrated Services Organization M 2487695 FMV Summa Health B 393242 COST