SUMMA HEALTH GROUP RETURN: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SUMMA HEALTH GROUP RETURN (EIN 90-0640432)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-11
- IRS object ID
- 201403159349300240
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T08:42:56-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900640432 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Summa Health System Group Return | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRIAN K DERRICK | InCareOfNm |
| Business Name Control | SUMM | BusinessNameControlTxt |
| Phone | 3303753196 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 East Market Street | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Akron | City |
| State | OH | State |
| ZIP Code | 443041619 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian K Derrick | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3303753196 | PhoneNum |
| Signature | 2014-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer D Rhoderick | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3303753196 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Thomas J Strauss | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 East Market Street | AddressLine1 |
| City | Akron | City |
| State | OH | State |
| ZIP Code | 44304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,326,232,013 | GrossReceiptsAmt |
| Group Return For Affiliates | Yes (true) | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (true) | AllAffiliatesIncludedInd |
| Group Exemption | 5864 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.summahealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Activity Or Mission | Summa Health System and its related organizations' mission is to provide the highest quality,compassionate care to patients and members and contribute to a healthier community. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 78 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 8712 | TotalEmployeeCnt |
| Total Volunteers | 807 | TotalVolunteersCnt |
| Total Gross UBI | $10,060,672 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $3,918,418 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,541,029 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,800,411 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,107,704,787 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,101,296,459 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,233,432 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,934,346 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,763,435 | PYOtherRevenueAmt |
| CY Other Revenue | $19,701,542 | CYOtherRevenueAmt |
| PY Total Revenue | $1,150,242,683 | PYTotalRevenueAmt |
| CY Total Revenue | $1,143,732,758 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $286,406 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $260,359 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $513,798,749 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $488,396,107 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,788,976 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $593,269,146 | PYOtherExpensesAmt |
| CY Other Expenses | $600,542,226 | CYOtherExpensesAmt |
| PY Total Expenses | $1,107,354,301 | PYTotalExpensesAmt |
| CY Total Expenses | $1,089,198,692 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $42,888,382 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $54,534,066 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,193,991,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,221,959,811 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $727,643,905 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $636,147,164 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $466,348,082 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $585,812,647 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SUMMA HEALTH SYSTEM'S MISSION IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO PATIENTS AND MEMBERS AND CONTRIBUTE TO A HEALTHIER COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $346,049,828 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $437,836,567 | RevenueAmt |
| Desc | Inpatient Services - For 2013, Summa Akron City & St. Thomas Hospitals (SACSTH), Summa Barberton Citizens Hospital (SBH) and The Wadsworth-Rittman Area Hospital Association (WRH) had 790 beds in service, admitted 42,187 adult patients and delivered 3,771 newborns. The adult patients received 201,431 days of care, inpatient surgeries total 7,233, emergency admits totaled 30,232 and the average length of stay was 4.77 days. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $478,704,295 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $605,676,490 | RevenueAmt |
| Desc | Outpatient Services - In 2013, Summa Akron City & St. Thomas Hospitals, Summa Barberton Citizens Hospital, The Wadsworth-Rittman Area Hospital Association and Summa Physicians, Inc. provided 1,541,061 occasions of service, including 145,671 emergency room visits, 16,228 surgical operations, and 1,379,162 other outpatient visits. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $38,983,039 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $13,581,713 | RevenueAmt |
| Desc | Research/Education - Summa Health System 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 System fosters a learning environment for the next generation of caregivers. At three of Summa Health System's hospitals, over 200 medical schools graduates train in 17 accredited residency training programs. Summa Health System provides clinical learning experiences to more than 250 nursing and allied health students. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $34,935,380 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $260,359 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $44,201,689 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $898,672,542 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | Yes (true) | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | Yes (true) | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 768 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 8712 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 78 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN K DERRICK | PersonNm |
| Phone | 3303753196 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 EAST MARKET STREET | AddressLine1 |
| City | Akron | City |
| State | OH | State |
| ZIP Code | 44304 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (103 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| John Adams | |||||||||
| Director SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Karen Ayers DO | |||||||||
| Director SBH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Bage MD | |||||||||
| Director SACSTH (end 9/13) | 48.0 | 2.0 | Yes (X) | $502,517 | $0 | $15,755 | |||
| Susan Baker | |||||||||
| Director SACSTH, SBH, WRH | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Danielle Barran | |||||||||
| Director SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Bauman MD | |||||||||
| Director SACSTH, SBH, WRH, SPI | 50.0 | 0.0 | Yes (X) | $615,922 | $0 | $15,856 | |||
| Julia Bianchi | |||||||||
| Director SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Bianco MD | |||||||||
| Director WRH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James Biggar | |||||||||
| Dir/Treas SACSTH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Michelle Blanda MD | |||||||||
| Director SACSTH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Nicholas Browning | |||||||||
| Director SACSTH (end 9/13) | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Jason Butterworth | |||||||||
| Director SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Candace Campbell-Jackson | |||||||||
| Director SACSTH, SBH, WRH | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dennis Chack | |||||||||
| Director SACSTH (end 1/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Douglas Chonko DO | |||||||||
| Director CFGH (end 12/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Clark | |||||||||
| Director/Chair SF | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Jacob Cohen MD | |||||||||
| Director SACSTH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Norman Crocker MD | |||||||||
| Director WRH (end 9/13) | 2.0 | 0.0 | Yes (X) | $2,400 | $0 | $0 | |||
| George Daverio | |||||||||
| Director SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Debski MD | |||||||||
| Director SACSTH, SBH, WRH | 50.0 | 0.0 | Yes (X) | $275,450 | $0 | $8,969 | |||
| David Dellinger DO | |||||||||
| Director CFGH (end 12/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dennis Dick | |||||||||
| Dir/Treas CFGH (end 12/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Vince DiGirolamo | |||||||||
| Dir SACSTH, Dir/Treas SF (9/13 | 4.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| R James Dom Dera MD | |||||||||
| Director SACSTH, SBH, WRH | 2.0 | 12.0 | Yes (X) | $2,700 | $53,000 | $0 | |||
| C Gordon Ewers | |||||||||
| Director SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Edward Ferris MD | |||||||||
| Director SACSTH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Daniel Figliola | |||||||||
| Director CFGH (end 12/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Daniel Finelli MD | |||||||||
| Dir/Vice Chr SACSTH, SBH, WRH | 4.0 | 2.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Jason Fried DO | |||||||||
| Director CFGH (end 12/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Steven Gaich MD | |||||||||
| Director SPI | 50.0 | 0.0 | Yes (X) | $323,915 | $0 | $10,260 | |||
| Samir Gibara | |||||||||
| Director SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Goldfarb | |||||||||
| Director SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Eric Graf | |||||||||
| Dir/Secty/Treas WRH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Russell Gregory | |||||||||
| Dir/Vice Chr SACSTH, SBH, WRH | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Stephen Hailer | |||||||||
| Director/Chair CFGH (end 12/13 | 4.0 | 2.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Thomas Harnden | |||||||||
| Director/Chair SBH (9/13) | 4.0 | 2.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Robert Harrigan | |||||||||
| Dir SACSTH & COO (end 9/13) | 46.0 | 4.0 | Yes (X) | $0 | $1,050,809 | $83,645 | Yes (X) | ||
| Iris Harvey | |||||||||
| Director SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Hemphill MD | |||||||||
| Director SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Scott Honnold | |||||||||
| Director SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Hudson | |||||||||
| Director WRH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rodney Ison MD | |||||||||
| Director SBH (end 9/13) | 2.0 | 0.0 | Yes (X) | $18,830 | $18,000 | $0 | |||
| Mary Ann Jackson | |||||||||
| Director SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Philip Kaufmann | |||||||||
| Director SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James Kennedy MD | |||||||||
| Director SBH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Phillip Khalil DO | |||||||||
| Director CFGH (end 12/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| A Gus Kious MD | |||||||||
| Director/Pres SPI (end 12/13) | 50.0 | 0.0 | Yes (X) | $331,767 | $0 | $17,006 | Yes (X) | ||
| Thomas Knoll | |||||||||
| Dir/Chair SACSTH, SBH, WRH | 4.0 | 46.0 | Yes (X) | $0 | $123,662 | $0 | Yes (X) | ||
| Joseph Koenig MD | |||||||||
| Director SPI | 50.0 | 0.0 | Yes (X) | $771,014 | $0 | $17,405 | |||
| James Kraynak | |||||||||
| Dir/Vice Chr CFGH (end 12/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Mark Krohn | |||||||||
| Director SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dennis Liddle | |||||||||
| Dir/Secty/Treas SBH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| David Lieberth | |||||||||
| Director SACSTH, SBH, WRH | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Dina Lloyd | |||||||||
| Dir/Vice Chr SBH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Anthony Lockhart | |||||||||
| Dir/Chair SACSTH (end 9/13) | 4.0 | 4.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Hitesh Makkar MD | |||||||||
| Director SACSTH, SBH, WRH | 2.0 | 0.0 | Yes (X) | $40,678 | $0 | $0 | |||
| Joseph McShannic MD | |||||||||
| Director SACSTH (end 9/13) | 50.0 | 0.0 | Yes (X) | $532,139 | $0 | $21,232 | |||
| Dale Murphy MD | |||||||||
| Director SPI | 46.0 | 4.0 | Yes (X) | $0 | $478,498 | $40,145 | |||
| Vivian Celeste Neal | |||||||||
| Dir SACSTH, SBH, WRH, SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Nienaltowski DO | |||||||||
| Director CFGH (end 12/13) | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas ONeill | |||||||||
| Director SPI, CFO SACSTH | 46.0 | 4.0 | Yes (X) | $0 | $409,249 | $34,443 | Yes (X) | ||
| Charles Parsons | |||||||||
| Director SACSTH, SBH, WRH | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Martin Paul | |||||||||
| Director SACSTH, SBH, WRH | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jonathon Pavloff | |||||||||
| Director SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Pluskota MD | |||||||||
| Director SBH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Powel III | |||||||||
| Director SPI, System Secty | 4.0 | 46.0 | Yes (X) | $0 | $575,932 | $61,741 | Yes (X) | ||
| Dwight Powers | |||||||||
| Director WRH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kathleen Raynor | |||||||||
| Director SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Froncie Repetti | |||||||||
| Director SACSTH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ronald Russ DO | |||||||||
| Director CFGH (end 12/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mona Sarkar | |||||||||
| Director/Secty SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Robert Schaal MD | |||||||||
| Director SACSTH (end 9/13) | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Anthony Solaro | |||||||||
| Director WRH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Erik Steele DO | |||||||||
| Director SACSTH, SBH, WRH | 46.0 | 4.0 | Yes (X) | $0 | $349,981 | $2,606 | |||
| Thomas Strauss | |||||||||
| Dir SF, System Pres/CEO | 4.0 | 46.0 | Yes (X) | $0 | $1,273,746 | $108,510 | Yes (X) | ||
| George Strickler | |||||||||
| Director SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Vicki Sussman | |||||||||
| Director WRH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan Taft | |||||||||
| Director SACSTH, SBH, WRH | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Terry Taylor | |||||||||
| Director SBH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Paul Testa | |||||||||
| Director SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Douglas Trochelman MD | |||||||||
| Director SACSTH (end 9/13) | 46.0 | 4.0 | Yes (X) | $766,450 | $0 | $16,124 | |||
| Susan Ullman | |||||||||
| Dir/Vice Chr WRH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Sharon VanNostran DO | |||||||||
| Director SACSTH (end 9/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Varley MD | |||||||||
| Director SACSTH (end 9/13) | 50.0 | 0.0 | Yes (X) | $363,845 | $0 | $19,233 | |||
| Norman Wells | |||||||||
| Director CFGH (end 12/13) | 2.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| Scott Weiner MD | |||||||||
| Director SACSTH, SBH, WRH | 50.0 | 0.0 | Yes (X) | $891,150 | $0 | $18,228 | |||
| Darrell Widmer MD | |||||||||
| Director WRH (end 9/13) | 50.0 | 0.0 | Yes (X) | $200,641 | $0 | $7,202 | |||
| Stephen Wilt | |||||||||
| Director/Vice Chr SF | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Charles Alderson | |||||||||
| CFO, SBH & WRH | 50.0 | 0.0 | $205,935 | $0 | $11,072 | Yes (X) | |||
| Thomas DeBord | |||||||||
| President SBH & WRH | 50.0 | 0.0 | $316,075 | $0 | $39,646 | Yes (X) | |||
| Brian Derrick | |||||||||
| System CFO | 4.0 | 46.0 | $0 | $797,298 | $40,264 | Yes (X) | |||
| Phylis Ferrara | |||||||||
| President/CDO, SF | 50.0 | 0.0 | $198,223 | $0 | $1,101 | Yes (X) | |||
| Bryan Fredericks | |||||||||
| COO, SPI | 50.0 | 0.0 | $280,819 | $0 | $12,648 | Yes (X) | |||
| Kathleen Jobe | |||||||||
| Chief Nursing Officer, SBH | 50.0 | 0.0 | $196,356 | $0 | $10,098 | Yes (X) | |||
| Thomas Malone MD | |||||||||
| President SACSTH | 46.0 | 4.0 | $0 | $166,020 | $812 | Yes (X) | |||
| Steve Schmidt | |||||||||
| COO, SF | 50.0 | 0.0 | $259,262 | $0 | $34,616 | Yes (X) | |||
| Shane Seymour | |||||||||
| CDO, SF (end 6/13) | 50.0 | 0.0 | $0 | $168,598 | $4,089 | Yes (X) | |||
| Adrian Dan MD | |||||||||
| HCE - Bariatric Surgery | 50.0 | 0.0 | $849,180 | $0 | $16,209 | Yes (X) | |||
| John Zografakis MD | |||||||||
| HCE - Bariatric Surgery | 50.0 | 0.0 | $806,782 | $0 | $18,040 | Yes (X) | |||
| Joel Porter MD | |||||||||
| HCE - Colorectal Surgery | 50.0 | 0.0 | $799,610 | $0 | $11,284 | Yes (X) | |||
| Eric Miller MD | |||||||||
| HCE - Orthopaedic Surgery | 50.0 | 0.0 | $764,460 | $0 | $9,225 | Yes (X) | |||
| Mehool Patel MD | |||||||||
| HCE - Oncology, Hematology | 50.0 | 0.0 | $709,135 | $0 | $6,649 | Yes (X) | |||
| Jay Williamson MD | |||||||||
| Former President, SPI | 50.0 | 0.0 | $219,314 | $0 | $10,961 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $11,244,569 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,464,793 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $725,074 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 420 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Professional Anesthesia Service | |||||
| 190 North Union Street | AKRON | OH | 44304 | Medical services | $8,725,263 |
| Siemens Medical Solutions | |||||
| 51 Valley Stream Parkway | MALVERN | PA | 19355 | Contract services | $5,767,737 |
| Sodexo Inc Affiliates | |||||
| 10 Earhart Drive | WILLIAMSVILLE | NY | 14221 | Catering services | $5,034,256 |
| Allscripts Healthcare LLC | |||||
| Three Ravinia Drive | ATLANTA | GA | 30346 | IT & EMR Services | $4,976,234 |
| Akron Radiology Inc | |||||
| 525 East Market Street | AKRON | OH | 44304 | Medical Services | $3,309,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 45 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,052,375 | FundraisingAmt |
| Related Organizations | $212,252 | RelatedOrganizationsAmt |
| Government Grants | $1,102,000 | GovernmentGrantsAmt |
| All Other Contributions | $6,433,784 | AllOtherContributionsAmt |
| Noncash Contributions | $104,909 | NoncashContributionsAmt |
| Total Contributions | $8,800,411 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| NET PATIENT REVENUE | 621110 | $1,044,128,075 | $1,044,024,191 | $103,884 |
| PROGRAM RELATED INVESTMENTS | 900099 | $22,241,190 | $21,884,264 | $356,926 |
| MEDICAL EDUCATION | 611600 | $12,188,317 | $12,188,317 | |
| REFERENCE LAB | 621500 | $8,766,906 | $8,766,906 | |
| ARRA MEANINGFUL USE | 900099 | $7,925,431 | $7,925,431 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,046,540 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,778,641 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $267,899 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,101,296,459 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,352,825 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $30,985 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,321,840 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,717 | TotalRevenueColumnAmt |
| Exclusion | $26,717 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,507,565 | RealAmt |
| Personal | $308,103 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,758,858 | RealAmt |
| Personal | $64,340 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,748,707 | RealAmt |
| Personal | $243,763 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,992,470 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$29,494 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,021,964 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $177,106,901 | SecuritiesAmt |
| Other | $1,608,802 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $172,947,391 | SecuritiesAmt |
| Other | $1,213,508 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,159,510 | SecuritiesAmt |
| Other | $395,294 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,554,804 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $331,926 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,222,878 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $156,431 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,052,375 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $515,158 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$358,727 | TotalRevenueColumnAmt |
| Exclusion | -$358,727 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CAFETERIA SALES | 721210 | $5,558,245 | $231,640 | $5,326,605 |
| PARKING | 812930 | $1,587,215 | $1,587,215 | |
| GIFT/FLOWER SHOP | 453220 | $1,010,216 | $1,010,216 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,912,123 | TotalRevenueColumnAmt |
| Exclusion | $6,912,123 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,067,799 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,143,732,758 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,091,800,844 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,060,672 | UnrelatedBusinessRevenueAmt |
| Exclusion | $33,070,831 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,377 | TotalAmt |
| Program Services | $228,377 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,982 | TotalAmt |
| Program Services | $31,982 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,602,813 | TotalAmt |
| Program Services | $6,542,854 | ProgramServicesAmt |
| Management And General | $1,059,959 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,079 | TotalAmt |
| Program Services | $526,079 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,389,512 | TotalAmt |
| Program Services | $329,124,429 | ProgramServicesAmt |
| Management And General | $63,157,370 | ManagementAndGeneralAmt |
| Fundraising | $1,107,713 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,545,783 | TotalAmt |
| Program Services | $4,652,912 | ProgramServicesAmt |
| Management And General | $892,871 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,882,280 | TotalAmt |
| Program Services | $46,669,864 | ProgramServicesAmt |
| Management And General | $8,955,719 | ManagementAndGeneralAmt |
| Fundraising | $256,697 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,449,640 | TotalAmt |
| Program Services | $21,352,248 | ProgramServicesAmt |
| Management And General | $4,097,392 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,880,484 | TotalAmt |
| Program Services | $2,416,726 | ProgramServicesAmt |
| Management And General | $463,758 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,036 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $91,036 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,457 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $338,457 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,047 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $252,047 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,188 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $16,188 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,748,725 | TotalAmt |
| Program Services | $141,831,697 | ProgramServicesAmt |
| Management And General | $73,736,717 | ManagementAndGeneralAmt |
| Fundraising | $180,311 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $593,051 | TotalAmt |
| Program Services | $481,147 | ProgramServicesAmt |
| Management And General | $92,330 | ManagementAndGeneralAmt |
| Fundraising | $19,574 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,465,580 | TotalAmt |
| Program Services | $25,458,927 | ProgramServicesAmt |
| Management And General | $4,885,443 | ManagementAndGeneralAmt |
| Fundraising | $121,210 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,856,803 | TotalAmt |
| Program Services | $16,629,286 | ProgramServicesAmt |
| Management And General | $3,191,080 | ManagementAndGeneralAmt |
| Fundraising | $36,437 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,674,079 | TotalAmt |
| Program Services | $16,506,553 | ProgramServicesAmt |
| Management And General | $3,167,526 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,469,111 | TotalAmt |
| Program Services | $1,210,152 | ProgramServicesAmt |
| Management And General | $232,222 | ManagementAndGeneralAmt |
| Fundraising | $26,737 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,162,591 | TotalAmt |
| Program Services | $1,808,616 | ProgramServicesAmt |
| Management And General | $347,065 | ManagementAndGeneralAmt |
| Fundraising | $6,910 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,493,340 | TotalAmt |
| Management And General | $13,493,340 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,900,564 | TotalAmt |
| Program Services | $34,315,573 | ProgramServicesAmt |
| Management And General | $6,584,991 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,404,586 | TotalAmt |
| Program Services | $7,051,448 | ProgramServicesAmt |
| Management And General | $1,353,138 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $134,872,984 | $134,872,984 | |
| BAD DEBT PROVISION | $89,167,141 | $89,167,141 | |
| STATE FRANCHISE FEE | $12,039,765 | $12,039,765 | |
| TAX EXPENSE | $1,224,403 | $1,224,403 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,891,291 | TotalAmt |
| Program Services | $5,753,782 | ProgramServicesAmt |
| Management And General | $1,104,122 | ManagementAndGeneralAmt |
| Fundraising | $33,387 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,089,198,692 | TotalAmt |
| Program Services | $898,672,542 | ProgramServicesAmt |
| Management And General | $188,737,174 | ManagementAndGeneralAmt |
| Fundraising | $1,788,976 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,802,242 | BOYAmt |
| EOY | $60,183 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,463,959 | BOYAmt |
| EOY | $190,532,021 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,664,789 | BOYAmt |
| EOY | $6,995,713 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,255,507 | BOYAmt |
| EOY | $175,269,983 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,595,042 | BOYAmt |
| EOY | $24,277,038 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,552,762 | BOYAmt |
| EOY | $10,793,973 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,389,016 | BOYAmt |
| EOY | $9,388,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,117,235,348 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $690,351,299 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,914,691 | BOYAmt |
| EOY | $426,884,049 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,858,864 | BOYAmt |
| EOY | $270,068,608 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,214,254 | BOYAmt |
| EOY | $9,386,412 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,436,783 | BOYAmt |
| EOY | $30,770,383 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,579,662 | BOYAmt |
| EOY | $2,462,688 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,264,416 | BOYAmt |
| EOY | $65,070,652 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,193,991,987 | BOYAmt |
| EOY | $1,221,959,811 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,468,917 | BOYAmt |
| EOY | $79,128,980 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $919,847 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,615,753 | BOYAmt |
| EOY | $2,374,731 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,982,844 | BOYAmt |
| EOY | $343,097,418 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,614 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,985,571 | BOYAmt |
| EOY | $17,859,615 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,666,359 | BOYAmt |
| EOY | $193,686,420 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,643,905 | BOYAmt |
| EOY | $636,147,164 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,876,312 | BOYAmt |
| EOY | $538,731,106 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,365,155 | BOYAmt |
| EOY | $29,111,026 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,106,615 | BOYAmt |
| EOY | $17,970,515 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,348,082 | BOYAmt |
| EOY | $585,812,647 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,193,991,987 | BOYAmt |
| EOY | $1,221,959,811 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $54,534,066 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,592,823 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $55,337,676 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt |
|---|---|---|---|
| SUMMA AKRON CITY AND ST THOMAS HOSPITALS | |||
| 340714755 | 03 | Yes (true) | $845,165 |
| SUMMA BARBERTON CITIZENS HOSPITAL | |||
| 261375072 | 03 | Yes (true) | $100,000 |
| CUYAHOGA FALLS GENERAL HOSPITAL | |||
| 340718383 | 09 | Yes (true) | $0 |
| THE WADSWORTH-RITTMAN AREA HOSPITAL ASSN | |||
| 346549371 | 03 | Yes (true) | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $945,165 | SupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,540,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,941,569 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,638,036 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,122,826 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,808,474 | CurrentTaxYearAmt |
| Total | $30,051,415 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,540,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,941,569 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,638,036 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,122,826 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,808,474 | CurrentTaxYearAmt |
| Total | $30,051,415 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $754,159 | SubstantialContributorsTotAmt |
| Public Support Total170 | $29,297,256 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,527,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,494,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,752,613 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,814,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,047,164 | CurrentTaxYearAmt |
| Total | $7,635,955 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,687,370 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,669,714 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77738 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75437 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part III - Support Schedule for 509(A)(2) Organization | FormAndLineReferenceDesc |
| Explanation | Cuyahoga Falls General Hospital ("CFGH") is a public charity organization under section 509(A)(2). Due to software limitations, Schedule A Part III for CFGH could not be completed. (Schedule A Part II is completed for Summa Foundation). Based on the Public Support Test under Part III, the public support percentage for 2013 for CFGH which should be shown in Section C, Line 15, is 69.21%. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | Yes (true) | MediaAdvertisementsInd |
| Media Advertisements | $12,340 | MediaAdvertisementsAmt |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Mailings Members | $80 | MailingsMembersAmt |
| Publications Or Broadcast | Yes (true) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $500 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $24,800 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $211,827 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $2,500 | RalliesDemonstrationsAmt |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $252,047 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II-B, Line 1 | In 2013, Summa Health System board members, management, physicians and staff interacted with public sector leadership to influence select health policy and funding priorities. On a federal level, Summa leadership partnered with federal delegation members and staff on issues pertaining to the sustainable growth rate, graduate medical education, Medicare payments, and insurance reform. Summa also devoted a greater percentage of its advocacy resources to advance the Medicaid expansion issue within Ohio. Summa staff also interacted with state legislators and staff on issues related to insurance reform, workforce development, Medicaid payments and reform, and the Ohio capital bill. |
| Part II-B, Line 1(f) | The amount on Line 1(f) represents the portion of annual dues to organizations such as AHA and OHA allocable to lobbying activities. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,730,854 | BeginningYearBalanceAmt |
| Contributions | $70,706 | ContributionsAmt |
| Investment Earnings Or Losses | $762,707 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $17,564,267 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,896,470 | BeginningYearBalanceAmt |
| Contributions | $347,618 | ContributionsAmt |
| Investment Earnings Or Losses | $486,766 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $16,730,854 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,633,841 | BeginningYearBalanceAmt |
| Contributions | $113,108 | ContributionsAmt |
| Investment Earnings Or Losses | $149,521 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $15,896,470 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,145,135 | BeginningYearBalanceAmt |
| Contributions | $2,481,325 | ContributionsAmt |
| Investment Earnings Or Losses | $7,380 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $15,633,840 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,311,624 | BeginningYearBalanceAmt |
| Contributions | -$183,166 | ContributionsAmt |
| Investment Earnings Or Losses | $16,677 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $13,145,135 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,801,142 | OtherCostOrOtherBasisAmt |
| Book Value | $68,801,142 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $602,732,665 | OtherCostOrOtherBasisAmt |
| Depreciation | $367,376,640 | DepreciationAmt |
| Book Value | $235,356,025 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,792,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,677,673 | DepreciationAmt |
| Book Value | $2,114,922 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $414,956,421 | OtherCostOrOtherBasisAmt |
| Depreciation | $304,727,591 | DepreciationAmt |
| Book Value | $110,228,830 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,952,525 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,569,395 | DepreciationAmt |
| Book Value | $10,383,130 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $426,884,049 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (10 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| MALPRACTICE FUND | $14,612,401 |
| BONDS ASSURED GUARANTY | $4,331,974 |
| BOND ISSUE COSTS | $1,861,929 |
| BENEFICAL INTEREST IN WRHF | $934,010 |
| DEFERRED PENSION & COMP | $273,152 |
| NON-PERF ASSET AIR RIGHTS | $1,124,370 |
| BENEFICAL INTEREST IN PERP. TR | $5,002,300 |
| DUE FROM RELATED ORGANIZATIONS | $33,919,214 |
| OTHER ACCOUNTS RECEIVABLE | $108,536 |
| BENEFICAL INTEREST IN PROPERTY | $2,902,766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $65,070,652 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE ESCALATION LIABILITY | $628,566 |
| CAPITAL LEASE OBILIGATIONS | $58,100,778 |
| ASSET RETIREMENT OBLIGATION FI | $2,408,284 |
| INTEREST RATE SWAP | $5,819,572 |
| POST RETIREMENT BENEFITS | $1,293,340 |
| CONTINGENT LIABILITIES | $2,583,856 |
| MALPRACTICE LIABILITY | $14,411,030 |
| UNSECURED PAYABLES | $101,975,263 |
| PURCHASE OPTION LIABILITY | $4,698,787 |
| OTHER OBLIGATIONS | $1,766,944 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $193,686,420 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2B | Custodial funds held by Summa Foundation on behalf of Cuyahoga Falls General Hospital Foundation. |
| Part V, Line 4 | Endowment funds provide income to be used to fulfill the tax-exempt purposes of Summa Foundation. |
| Part X, Line 2, FIN 48 Footnote: | The System and most of its subsidiaries are not-for-profit corporations as described in Section 501(c)(3) of the Internal Revenue Code (Code) and are exempt from federal income taxes pursuant to Section 501(a) of the Code. The System also has certain subsidiaries that are taxable for federal income tax purposes. Summa Insurance Company ("SIC"), together with affiliates of Summa Health System Corporation ("SHSC"), file a consolidated federal income tax return in accordance with a tax-sharing agreement dated January 1, 2010. The entities utilize a consolidated approach to the allocation of federal income taxes, whereas SHSC's tax-sharing agreement with its subsidiaries allows it to make certain code elections in its consolidated federal tax return. In the event such code elections are made, any benefit or liability is the responsibility of SHSC and is accrued and paid by the participating subsidiaries. SIC 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. The System recognizes interest income, interest expense, and penalties related to uncertain tax positions with the provision for income tax. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Self Insurance | SpecificServicesProvidedTxt |
| Region Total Expenditures | $11,195,331 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $11,195,331 | SubtotalSpentAmt |
| Total Spent | $11,195,331 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 3(1), Col. F | FormAndLineReferenceDesc |
| Explanation | Insurance premiums paid $11,195,331 | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Sapphire Ball | NameOfEvent1Amt |
| Gross Receipts Event1 | $895,740 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $780,430 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $115,310 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $145,795 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $114,172 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $98,572 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $49,544 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Golf Outing | NameOfEvent2Amt |
| Gross Receipts Event2 | $240,400 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $206,410 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $33,990 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $4,524 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $48,435 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $23,427 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $4,900 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $9,966 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $72,666 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $65,535 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $7,131 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $7,734 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $1,715 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,374 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,208,806 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,052,375 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $156,431 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $4,524 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $201,964 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $139,314 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $103,472 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $65,884 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $515,158 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$358,727 | NetIncomeSummaryAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $22,673,393 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $7,074,188 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $15,599,205 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01430 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $129,094,267 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $105,829,555 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $23,264,712 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02130 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $151,767,660 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $112,903,743 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $38,863,917 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03560 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,253,825 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $10,400 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,243,425 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00110 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $33,020,952 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $13,915,467 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $19,105,485 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01750 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $26,414,921 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $26,414,921 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02420 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,502,710 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,393,396 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,109,314 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00470 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,318,996 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,318,996 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00210 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $69,511,404 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $15,319,263 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $54,192,141 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04960 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $221,279,064 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $128,223,006 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $93,056,058 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08520 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,380 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,380 | NetCommunityBenefitExpnsAmt |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,491 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,491 | NetCommunityBenefitExpnsAmt |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $57,940 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $57,940 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $73,811 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $73,811 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $22,326,352 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $406,906,959 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $394,190,262 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $12,716,697 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (5 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|
| Crystal Clinic Ortho | ||
| Orthopaedic Service | 0.49650 | 0.50350 |
| Summa Western Reserv | ||
| General Hospital | 0.40000 | 0.60000 |
| Ohio Sleep Disorders | ||
| Sleep Medicine | 0.66670 | 0.33330 |
| Digestive Health Ctr | ||
| Digestive Disease | 0.05000 | 0.44000 |
| Medina-Summit ASC | ||
| Ambulatory Surgery Center | 0.20000 | 0.70000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 6 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (6 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Website AddressWebsiteAddressTxt | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Research FacilityResearchFacilityInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd | OtherOtherDesc |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Summa Akron City & St Thomas Hospital | ||||||||||||
| 1 | 525 East Market Street | Akron | OH | 44304 | www.summahealth.org | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 1 | |
| Summa Barberton Citizens Hospital | ||||||||||||
| 2 | 155 Fifth Street NE | Barberton | OH | 44203 | www.summahealth.org | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 1 | |
| The Wadsworth-Rittman Area Hospital | ||||||||||||
| 3 | 195 Wadsworth Road | Wadsworth | OH | 44281 | www.summahealth.org | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 1 | ||
| Summa Western Reserve Hospital LLC | ||||||||||||
| 4 | 1900 23rd Street | Cuyahoga Falls | OH | 44223 | www.westernreservehospital.org | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 1 | ||
| Crystal Clinic Orthopaedic Center LLC | ||||||||||||
| 5 | 444 North Main Street | Akron | OH | 44310 | www.crystalclinic.com | Yes (X) | Yes (X) | Yes (X) | 2 | |||
| Summa Rehab Hospital LLC | ||||||||||||
| 6 | 29 North Adams Street | Akron | OH | 44304 | www.summarehabhospital.com | Yes (X) | Yes (X) | 2 | Rehabilitation | |||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (2 entries)
| CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Information GapsInformationGapsInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Rpt Available Upon RequestRptAvailableUponRequestInd | Adopt Implementation StrategyAdoptImplementationStrategyInd | Exec Implementation StrategyExecImplementationStrategyInd | Develop Community Wide PlanDevelopCommunityWidePlanInd | Exec Community Wide PlanExecCommunityWidePlanInd | Include Operational PlanIncludeOperationalPlanInd | Adopt BudgetAdoptBudgetInd | Prioritize Health NeedsPrioritizeHealthNeedsInd | Prioritize ServicesPrioritizeServicesInd | All Needs AddressedAllNeedsAddressedInd | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Used Deter Elig Free CareFPGUsedDeterEligFreeCareInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | FPG Used Determ Elig Dscnt CareFPGUsedDetermEligDscntCareInd | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Explained BasisExplainedBasisInd | Income LevelIncomeLevelInd | Medical IndigencyMedicalIndigencyInd | Insurance StatusInsuranceStatusInd | Uninsured DiscountUninsuredDiscountInd | Medicaid MedicareMedicaidMedicareInd | State RegulationStateRegulationInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | Posted On WebsitePostedOnWebsiteInd | Attached To InvoiceAttachedToInvoiceInd | Posted In Emergency RoomPostedInEmergencyRoomInd | Posted In Admission OfficePostedInAdmissionOfficeInd | Available On RequestAvailableOnRequestInd | Other PublicityOtherPublicityInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Collection ActivitiesCollectionActivitiesInd | FAP Notified Upon AdmissionFAPNotifiedUponAdmissionInd | FAP Notified Before DischargeFAPNotifiedBeforeDischargeInd | FAP Notified All PatientsFAPNotifiedAllPatientsInd | Documented Elig DeterminationDocumentedEligDeterminationInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Medicare RatesMedicareRatesInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd | Provided On AdmissionProvidedOnAdmissionInd | No Emergency CareNoEmergencyCareInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Group 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (true) | Yes (true) | Yes (true) | Yes (X) | www.summahealth.org (see Part V for URL) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | false | false | Yes (true) | Yes (true) | 200. | Yes (true) | 400. | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | false | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false | ||
| Group 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 13 | Yes (true) | Yes (true) | Yes (true) | Yes (X) | www.summahealth.org (see Part V for URL) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | false | false | Yes (true) | Yes (true) | 200. | Yes (true) | 400. | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | false | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | false | Yes (X) | false | false | Yes (X) | Yes (X) | |||
Supplemental Information SupplementalInformationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Section B, Line 3 (GROUPS 1 & 2) | In conducting its 2013 Community Health Needs Assessment, the facilities took into account input from persons who represent the community by interviewing community leaders, including those with specialized knowledge in the area of public health, and by conducting focus groups with residents in the community to solicit their views of the significant health needs of the community. A list of the persons interviewed, by organization and title, can be found on page 13 of the CHNA report available at the URL http://www.summahealth.org/about-us/about-summa/community-benefit-and-dive rsity/communityneedsassessment2013. |
| Part V, Section B, Line 4 (GROUPS 1 & 2) | Summa Health System conducted the CHNA on behalf of each of its six hospital facilities listed in Part V, Section A. In addition, Summa Health System collaborated with Akron General Health System and Akron Children's Hospital in conducting the CHNA. |
| Part V, Section B, Line 7 (GROUPS 1 & 2) | Most of the health needs identified in the CHNA report are addressed in the various implementation strategies by one or more of the hospital facilities listed in Part V, Section A. Not all facilities are addressing all of the needs. A specific list of the needs being addressed by each hospital on a facility-by-facility basis is available in Summa Health System's Implementation Strategy available on at the URL http://www.summahealth.org/about-us/about-summa/community-benefit-and-dive rsity/communityneedsassessment2013. Needs identified in the CHNA but not addressed by any of the hospital facilities listed in Part V, Section A include: obtaining healthy foods, childhood chronic disease, child development, child lifestyle risk factors, child mental health and substance abuse, child safety, child access to care, and child environmental risk factors. Obtaining healthy foods was not addressed by the hospital facilities due to the other community resources available, including the Akron Canton Regional Food Bank. Similarly, due to other community resources available to assist children, specifically Akron Children's Hospital, the aforementioned health needs relating to children were not addressed by the hospital facilities. |
| Part V, Section B, Line 14(g) (GROUP 1) | In addition to the measures indicated, Summa's hospitals also provide a description of the Financial Assistance Policy in the Patient Handbook, which is provided to all patients upon admission into the hospital facility. Also see Schedule H, Part VI, Line 3 for more information. |
| Part V, Section B, Line 19 (GROUP 2) | The hospital facilities in reporting Group 2 are specialty hospital facilities and do not have emergency departments. Each facility is located in close proximity to the hospital facilities in reporting Group 1 where emergency patients are treated. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 20 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (20 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | FacilityFacilityTxt |
|---|---|---|---|---|
| Summa Health Center at Lake Medina | ||||
| 3780 Medina Road | Medina | OH | 44256 | Lab, imaging, therapy, sleep medicine, radiation oncology & outpatient surgery |
| Summa Health Center at Green | ||||
| 3838 Massillon Road | Green | OH | 44685 | Lab, imaging, rehabilitation, therapy & other health service |
| Summa Health Center at White Pond | ||||
| 1 Park West Suite 130 | Akron | OH | 44320 | Lab, imaging, and other specialty health programs |
| Summa Health Center at Western Reserve | ||||
| 5655 Hudson Drive | Hudson | OH | 44236 | Lab, imaging, rehabilitation, wound care & sports medicine |
| Summa Health Center at Lake Anna | ||||
| 500 West Hopocan Avenue | Barberton | OH | 44203 | Therapy, rehabilitation and sports medicine |
| Summa Health Center at Anna Dean | ||||
| 28 Conservatory Drive | Barberton | OH | 44203 | Outpatient rehab and therapy |
| Summa Health Center at Cuyahoga Falls | ||||
| 1860 State Road | Cuyahoga Falls | OH | 44223 | Lab and imaging services |
| Summa Wellness Institute | ||||
| 5625 Hudson Drive | Hudson | OH | 44236 | Medical-based fitness programs rehabilitation & therapy |
| Summa Services - Wadsworth Community Ctr | ||||
| 621 School Drive | Wadsworth | OH | 44281 | Imaging, rehabilitation and orthopaedic sports medicine |
| Summa Neurosciences at White Pond | ||||
| 750 White Pond Drive | Akron | OH | 44320 | Neurology services |
| Summa Sleep Medicine Center - Green | ||||
| 1700 Boettler Road Ste 215 | Uniontown | OH | 44685 | Sleep and neurology services |
| Summa Rehabilitation Svcs at White Pond | ||||
| 750 White Pond Drive | Akron | OH | 44320 | Occupational & rehab services |
| Natatorium Rehabilitation and Wellness | ||||
| 2345 4th Street | Cuyahoga Falls | OH | 44223 | Orthopaedic & sports therapy |
| Summa Rehab at Tallmadge Rec Center | ||||
| 46 North Munroe | Tallmadge | OH | 44278 | Physical therapy and sports health |
| Summa Urgent Care & Corporate Health | ||||
| 2875 West Market Street | Fairlawn | OH | 44333 | Urgent care & corporate health |
| Summa Urgent Care at Stow | ||||
| 3913 Darrow Road Ste 100 | Stow | OH | 44224 | Urgent care & occupational health services |
| Cedar Pines | ||||
| 185 West Cedar Street Ste 100 | Akron | OH | 44307 | Cardiology & stress tests |
| Ignatia Hall South | ||||
| 3730 Whipple Avenue Ste 5 | Canton | OH | 44718 | Outpatient addiction medicine |
| Summa Home Infusion | ||||
| 2743 Gilchrist Road Ste 200 | Akron | OH | 44305 | Home care & infusion services |
| Summa Ctr for Health Equity-New Seasons | ||||
| 1493 S Hawkins Avenue | Akron | OH | 44320 | Chronic disease management, health, nutrition, exercise & education services |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 7, Column (f) | Total bad debt expense included on Form 990, Part IX, line 25, column (a) but subtracted for purposes of calculating the percentage on Part I, Line 7, Column (f) is $89,167,141. |
| Part I, Line 7(g) | The amount of subsidized health services reported on Line 7(g) attributable to Summa Physicians, Inc. ("SPI") is $13,504,563. |
| Part III, Lines 2 & 4 | A cost-to-charge ratio is used to determine the amount reflected on Line 2. For a description of the accounting for bad debt, see "Net Patient Service Revenue and Patient Accounts Receivable" on page 15 of the attached consolidated Audited Financial Statements under footnote 2, "Accounting Policies". |
| Part III, Line 8 | Medicare allowable costs are based on information provided on worksheet B, part I, column 26, line 118 from the various hospitals' Medicare cost reports. Costing method used was total allowable cost less all costs deemed non-allowable by Medicare Regulations. Any Medicare shortfall incurred by Summa Health System is not reported as a community benefit. |
| Part III, Line 9(b) | 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. The hospital reserves the right to place a lien on the patient's (guarantor's) real estate; however, the hospital will not execute foreclosure proceedings if this is the patient's (guarantor's) primary residence. |
| Part VI, Line 2 | 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 System, Summit County Public Health, Healthy Connections Network, Children's Hospital Medical Center of Akron, the United Way, Social Services Advisory Board of Summit County, and Akron General Medical Center. |
| Part VI, Line 3 | In accordance with the rules set forth by Ohio Administrative Code Section 5101:3-2-07.17 Notices, Summa Akron City and St. Thomas Hospitals, Summa Barberton Citizens Hospital, The Wadsworth-Rittman Area Hospital Association, and Summa Western Reserve Hospital, LLC have notices posted in the emergency room, admission areas, cashier's office, and other appropriate areas. The notices specify the rights of individuals to receive without charge, basic medically necessary hospital-level services. A financial counselor who is assigned to patients at the point of admission reviews the availablity of financial assistance programs and assists with the application if requested. The Summa website provides information regarding financial assistance. Customer service representatives provide financial counseling with explanation of assistance programs to patients who call. Each statement sent to the patient contains an explanation of the free care program as well as an application on the back side of the statement. |
| Part VI, Line 4 | Summa Health System has care delivery sites in three counties in Northeast Ohio: Summit, Portage and Medina. Based on the 2010 Census, these counties constitute a population of approximately 854,000 individuals. Summit County has the largest population (547,000) and accounts for more than 60% of the persons served by Summa. Medina (150,000) and Portage (158,000) Counties have similar populations, with Portage being slightly larger. Each accounts for less than 20% of the persons served by Summa. More than 50% of households in Summit and Portage Counties make less than $50,000 dollars annually and 15.0% and 14.5% of households make less than $15,000 dollars annually respectively. For the calendar year 2013, the average monthly unemployment rates for Medina, Portage, and Summit Counties were 6.5%, 7.2%, and 7.2% respectively. Low incomes and an essentially stagnant unemployment rate add to Summa's burden for charity care. Despite these challenges, demand for Summa's services in these communities is projected to grow. While the total population in Summit County is expected to decline (by -1.2%), the population in Portage is expected to remain flat, and Medina is projected to see growth (1.4%) over the 5-year period 2013 to 2018. More importantly, the age group that demand healthcare services the most (age 65 and older) is expected to grow significantly. In Medina County alone, this group is expected to increase 18.2%, while Portage and Summit are expected to grow 16.0% and 11.8% respectively over the five year period. |
| Part VI, Line 5 | Among the ways the hospitals within Summa Health System promote the health of the community are by maintaining an open medical staff and a community board (Community Benefit Committee). Summa's hospitals address health disparities through practice, research, education and collaboration with other community organizations. Contributions, both financial and in-kind, are made to initiatives and programming (i.e. Federally Qualified Health Center, OPEN M, Center for Community Health Improvement) that are deemed to promote the health, wellness and improved quality of life for the communities Summa Health System serves. |
| Part VI, Line 6 | Summa Health System 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 System is renowned for excellence in patient care and for exceptional approaches to healthcare delivery. Summa Health System represents more than 1,700 registered inpatient beds. In addition, outpatient care is extended throughout the region in a number of outpatient centers, both hospital-based and freestanding. Based on two campuses, Summa Akron City and St. Thomas Hospitals is located in downtown Akron, Ohio and has served, together with Summa Health System, as the largest safety-net hospital in the community for many years. Summa Barberton Citizens Hospital ("SBH") joined Summa Health System in December, 2007 when Summa Health System completed its acquisition of Barberton Citizens Hospital. SBH is a 311-bed general acute care community hospital that offers inpatient services, outpatient services and community outreach programs. SBH is located in the town of Barberton in southern Summit County. The Wadsworth-Rittman Area Hospital Association ("WRH") affiliated with Summa Health System in November 2007, and then merged with Summa Health System in 2008. WRH is a community-based acute care facility in Wadsworth, Medina County, Ohio, situated to the west of Summit County. WRH serves communities in Medina and Wayne counties. Summa Western Reserve Hospital, LLC ("SWRH") is a joint venture between Summa Akron City and St. Thomas Hospitals and the Western Reserve Hospital Partners and provides a full range of acute medical services. SWRH provides its hospital operations on the campus of Summa Cuyahoga Falls General Hospital. SWRH provides a full range of services, including a 24-hour emergency room and adheres to the charity care policy of Summa Health System. The Crystal Clinic Orthopaedic Center, LLC ("CCOC"), a joint venture between Summa Akron City and St. Thomas Hospitals and the Crystal Clinic, integrates the inpatient and outpatient services and physician practices of the Akron-area's leading orthopaedic programs and operates as a "hospital within a hospital" at Summa St. Thomas Hospital. CCOC also adheres to Summa's charity care policy in providing both inpatient and outpatient services, including surgery, orthopaedic oncology, total joint replacement and others. CCOC offers outpatient ambulatory surgery at the Crystal Clinic surgery center in Montrose and physician practice locations in Akron and its suburbs of Barberton, Kent, Cuyahoga Falls, Medina, Green and Stow. Summma Rehab Hospital, LLC, a joint venture between Summa Akron City and St. Thomas Hospitals and Vibra Healthcare, opened on the campus of Summa Akron City Hospital in 2012. This 60-bed facility provides inpatient rehabilitation care and services and adheres to Summa's charity care policy. Established in 1993, SummaCare offers health care coverage to members through its status as a Medicare Advantage organization. It is recognized by the Health Industry Research Company as a health plan with effective disease management programs for asthma, health failure and diabetes. SummaCare now covers more than 150,000 members. Summa Foundation is a nonprofit organization advancing transformational philanthropy, community understanding and goodwill for the programs and priorities of Summa Health System. Incorporating fund development, government relations, community benefit and diversity, the Foundation creates and implements innovative partnerships, health policy opportunities and funding strategies to support Summa Health System's education, research and patient care agenda. Summa Health Network, LLC is the integrated physician-hospital organization affiliated with Summa Akron City and St. Thomas Hospitals, Summa Barberton Hospital, The Wadsworth-Rittman Area Hospital Assn, Summa Western Reserve Hospital, LLC and Robinson Memorial Hospital (through an affiliation agreement with Summa Health System). With more than 1,400 physicians participating, Summa Health Network oversees mutually beneficial contracts with insurance companies, preferred provider organizations, third-party administrators and other payors on behalf of its physicians and hospital members. Summa Health Network also offers a comprehensive performance incentive and clinical integration networks that partner with payors to improve the quality of care delivered to patients and to lower the cost of care. Summa Accountable Care Organization (d/b/a NewHealth Collaborative ("NHC")) is a clinician-led collaborative that partners with communities 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 lower the growth in health care costs while meeting performance standards on quality of care. Ohio Health Choice, Inc. is Ohio's oldest Preferred Provider Organization (PPO) network and one of the largest in the state. Co-owned by Summa Health System and Mercy Medical Center, Ohio Health Choice is a leader in the managed healthcare industry and is comprised of 198 hospitals, 8,000 primary care providers, 18,000 specialists and contracts with 94 third party administrators covering members across all 88 counties in Ohio. Summa Physicians Inc. ("SPI") is a Summa Health System entity of multi-specialty physicians and practices. Currently, SPI employs close to 300 physicians in multiple specialties. SPI promotes stronger affiliation and employment of physicians to ensure community and hospital needs for physician services are met. |
| Part VI, Line 7 | The State of Ohio does not require the filing of the Community Benefit report. However, information from the Community Benefit report is shared annually with the Ohio Hospital Association. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| American Heart Association | |||||||
| 5455 N High Street | Columbus | OH | 43214 | 135613797 | 501(c)(3) | $100,000 | Research/education |
| Open M Summit County Free Clinic | |||||||
| 941 Princeton Street | Akron | OH | 44311 | 341046107 | 501(c)(3) | $19,500 | Health & Wellness |
| Habitat for Humanity of Summit County | |||||||
| 2301 Romig Road | Akron | OH | 44320 | 341518873 | 501(c)(3) | $12,500 | Community support |
| University of Akron | |||||||
| 198 Fir Hill | Akron | OH | 44325 | 346002924 | Governmental | $26,350 | Research & education |
| Susan G Komen Northeast Ohio | |||||||
| 26210 Emery Rd Ste 307 | Cleveland | OH | 44128 | 751835298 | 501(c)(3) | $20,000 | Cancer research |
| Greater Akron Chamber | |||||||
| 1 Cascade Plaza 17th Floor | Akron | OH | 44308 | 341156576 | 501(c)(6) | $8,600 | Education WD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| Dental Clinic Fund | 29 | $7,954 | Book | NA |
| Ophthalmology Cataract Surgery | 13 | $13,838 | Book | NA |
| SummaShares | 15 | $10,190 | Book | NA |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2, General Information on Grants and Assistance | 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 University or agency utilizing the funds. |
| Part II, Line 1(2) | For furtherance of Summa Akron City and St. Thomas Hospitals charitable purposes including providing medical education and healthcare services to the surrounding community. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (32 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael Bage MD | ||||||||||||||
| Director SACSTH (end 9/13) | $410,711 | $0 | $91,156 | $0 | $650 | $0 | $7,650 | $0 | $8,105 | $0 | $518,272 | $0 | $0 | $0 |
| William Bauman MD | ||||||||||||||
| Director SACSTH, SBH, WRH, SPI | $593,820 | $0 | $20,802 | $0 | $1,300 | $0 | $7,650 | $0 | $8,206 | $0 | $631,778 | $0 | $0 | $0 |
| Robert Debski MD | ||||||||||||||
| Director SACSTH, SBH, WRH | $275,450 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,969 | $0 | $284,419 | $0 | $0 | $0 |
| Steven Gaich MD | ||||||||||||||
| Director SPI | $316,013 | $0 | $7,902 | $0 | $0 | $0 | $7,650 | $0 | $2,610 | $0 | $334,175 | $0 | $0 | $0 |
| Robert Harrigan | ||||||||||||||
| Dir SACSTH & COO (end 9/13) | $0 | $438,797 | $0 | $195,934 | $0 | $416,078 | $0 | $77,637 | $0 | $6,008 | $0 | $1,134,454 | $0 | $60,441 |
| A Gus Kious MD | ||||||||||||||
| Director/Pres SPI (end 12/13) | $260,537 | $0 | $6,395 | $0 | $64,835 | $0 | $15,325 | $0 | $1,681 | $0 | $348,773 | $0 | $0 | $0 |
| Joseph Koenig MD | ||||||||||||||
| Director SPI | $571,411 | $0 | $199,108 | $0 | $495 | $0 | $8,925 | $0 | $8,480 | $0 | $788,419 | $0 | $0 | $0 |
| Joseph McShannic MD | ||||||||||||||
| Director SACSTH (end 9/13) | $459,379 | $0 | $72,760 | $0 | $0 | $0 | $6,375 | $0 | $14,857 | $0 | $553,371 | $0 | $0 | $0 |
| Dale Murphy MD | ||||||||||||||
| Director SPI | $0 | $183,477 | $0 | $45,629 | $0 | $249,392 | $0 | $36,014 | $0 | $4,131 | $0 | $518,643 | $0 | $30,317 |
| Thomas ONeill | ||||||||||||||
| Director SPI, CFO SACSTH | $0 | $250,655 | $0 | $62,719 | $0 | $95,875 | $0 | $30,445 | $0 | $3,998 | $0 | $443,692 | $0 | $26,959 |
| William Powel III | ||||||||||||||
| Director SPI, System Secty | $0 | $350,982 | $0 | $102,721 | $0 | $122,229 | $0 | $54,327 | $0 | $7,414 | $0 | $637,673 | $0 | $39,937 |
| Erik Steele DO | ||||||||||||||
| Director SACSTH, SBH, WRH | $0 | $228,256 | $0 | $50,000 | $0 | $71,725 | $0 | $0 | $0 | $2,606 | $0 | $352,587 | $0 | $0 |
| Thomas Strauss | ||||||||||||||
| Dir SF, System Pres/CEO | $0 | $763,884 | $0 | $194,287 | $0 | $315,575 | $0 | $102,035 | $0 | $6,475 | $0 | $1,382,256 | $0 | $85,619 |
| Douglas Trochelman MD | ||||||||||||||
| Director SACSTH (end 9/13) | $626,005 | $0 | $138,845 | $0 | $1,600 | $0 | $8,925 | $0 | $7,199 | $0 | $782,574 | $0 | $0 | $0 |
| Joseph Varley MD | ||||||||||||||
| Director SACSTH (end 9/13) | $356,031 | $0 | $6,514 | $0 | $1,300 | $0 | $7,650 | $0 | $11,583 | $0 | $383,078 | $0 | $0 | $0 |
| Scott Weiner MD | ||||||||||||||
| Director SACSTH, SBH, WRH | $870,092 | $0 | $19,558 | $0 | $1,500 | $0 | $8,925 | $0 | $9,303 | $0 | $909,378 | $0 | $0 | $0 |
| Darrell Widmer MD | ||||||||||||||
| Director WRH (end 9/13) | $196,777 | $0 | $2,564 | $0 | $1,300 | $0 | $5,679 | $0 | $1,523 | $0 | $207,843 | $0 | $0 | $0 |
| Charles Alderson | ||||||||||||||
| CFO, SBH & WRH | $167,625 | $0 | $0 | $0 | $38,310 | $0 | $5,972 | $0 | $5,100 | $0 | $217,007 | $0 | $0 | $0 |
| Thomas DeBord | ||||||||||||||
| President SBH & WRH | $232,239 | $0 | $23,266 | $0 | $60,570 | $0 | $34,017 | $0 | $5,629 | $0 | $355,721 | $0 | $10,496 | $0 |
| Brian Derrick | ||||||||||||||
| System CFO | $0 | $464,776 | $0 | $202,792 | $0 | $129,730 | $0 | $31,054 | $0 | $9,210 | $0 | $837,562 | $0 | $0 |
| Phylis Ferrara | ||||||||||||||
| President/CDO, SF | $96,977 | $0 | $75,000 | $0 | $26,246 | $0 | $0 | $0 | $1,101 | $0 | $199,324 | $0 | $0 | $0 |
| Bryan Fredericks | ||||||||||||||
| COO, SPI | $237,250 | $0 | $0 | $0 | $43,569 | $0 | $8,077 | $0 | $4,571 | $0 | $293,467 | $0 | $0 | $0 |
| Kathleen Jobe | ||||||||||||||
| Chief Nursing Officer, SBH | $159,597 | $0 | $0 | $0 | $36,759 | $0 | $5,656 | $0 | $4,442 | $0 | $206,454 | $0 | $0 | $0 |
| Thomas Malone MD | ||||||||||||||
| President SACSTH | $0 | $80,705 | $0 | $50,000 | $0 | $35,315 | $0 | $0 | $0 | $812 | $0 | $166,832 | $0 | $0 |
| Steve Schmidt | ||||||||||||||
| COO, SF | $190,743 | $0 | $26,670 | $0 | $41,849 | $0 | $31,883 | $0 | $2,733 | $0 | $293,878 | $0 | $13,987 | $0 |
| Shane Seymour | ||||||||||||||
| CDO, SF (end 6/13) | $0 | $102,296 | $0 | $2,781 | $0 | $63,521 | $0 | $0 | $0 | $4,089 | $0 | $172,687 | $0 | $0 |
| Adrian Dan MD | ||||||||||||||
| HCE - Bariatric Surgery | $710,561 | $0 | $137,669 | $0 | $950 | $0 | $7,656 | $0 | $8,553 | $0 | $865,389 | $0 | $0 | $0 |
| John Zografakis MD | ||||||||||||||
| HCE - Bariatric Surgery | $730,297 | $0 | $74,885 | $0 | $1,600 | $0 | $8,925 | $0 | $9,115 | $0 | $824,822 | $0 | $0 | $0 |
| Joel Porter MD | ||||||||||||||
| HCE - Colorectal Surgery | $575,444 | $0 | $224,166 | $0 | $0 | $0 | $8,925 | $0 | $2,359 | $0 | $810,894 | $0 | $0 | $0 |
| Eric Miller MD | ||||||||||||||
| HCE - Orthopaedic Surgery | $710,261 | $0 | $52,699 | $0 | $1,500 | $0 | $2,550 | $0 | $6,675 | $0 | $773,685 | $0 | $0 | $0 |
| Mehool Patel MD | ||||||||||||||
| HCE - Oncology, Hematology | $531,383 | $0 | $177,602 | $0 | $150 | $0 | $1,225 | $0 | $5,424 | $0 | $715,784 | $0 | $0 | $0 |
| Jay Williamson MD | ||||||||||||||
| Former President, SPI | $194,329 | $0 | $0 | $0 | $24,985 | $0 | $6,650 | $0 | $4,311 | $0 | $230,275 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Summa Health System grossed-up taxes for supplemental executive retirement programs paid to certain officers, key employees and the highly compensated. Health and social club dues, tax preparation services and housing allowances were paid on behalf of certain officers. The personal use is reflected as wages. |
| Part I, Line 3 | Compensation of the President & CEO is established by Summa Health System ("SHS"), the related parent organization for all members in the Summa Health System Group Return. SHS has a compensation committee which uses an independent compensation consultant, market surveys, and an annual review process to establish compensation for the position of President & CEO. |
| Part I, Line 4a | In 2013, Robert Harrigan received $148,922 in severance and benefits from a related organization. |
| Part I, Line 4b | Summa Health System has a 457(f) program for the executive staff which rewards certain officers, directors and key employees for meeting key long-term strategic objectives of the organization. Amounts paid in 2013: Thomas J. Strauss $97,336, Robert Harrigan $68,712, William A. Powel, III $45,402, Brian K. Derrick $23,404, Joseph Zarconi, MD $38,735, Thomas P. O'Neill $21,520, A. Gus Kious $12,789, Dale P. Murphy, MD $30,624, Steve Schmidt $25,366, and Thomas DeBord $25,242. |
| Part I, Line 7 | Summa Health System management incentive program was designed to reward employees for meeting quality performance and financial targets. These include clinical quality, patient satisfaction, employee/physician satisfaction, net operating income, and strengthening of the balance sheet. Payment is based on a factor of base compensation and is subject to review and approval by Summa's Compensation Committee. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Akron Bath Copley Jt Twp Hosp Dist | ||||||||
| A | 341448680 | 009730LT7 | 2004-06-10 | $160,904,918 | See Schedule K, Part VI, Rider 2 | false | false | false |
| Summit County Port Authority | ||||||||
| B | 341765940 | 86605VAE9 | 2006-10-31 | $15,405,000 | See Schedule K, Part VI, Rider 6 | false | false | false |
| Ohio Higher Educational Facility Comm | ||||||||
| C | 346849674 | 67756AY89 | 2010-05-11 | $180,125,341 | See Schedule K, Part VI, Rider 8 | false | false | false |
| Akron Bath Copley JT TWP Hosp Dist | ||||||||
| D | 341448680 | 2012-07-01 | $32,509,635 | See Schedule K, Part VI, Rider 11 | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $23,865,000 | $0 | $164,278,376 | $3,107,915 | $2,238,718 | $0 | $2,285,007 | $3,930,806 | $0 | $89,411,463 | $59,931,009 | $0 | 2006 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| B | $1,460,000 | $0 | $15,405,000 | $0 | $867,000 | $0 | $308,100 | $153,159 | $0 | $14,076,741 | $0 | $0 | 2008 | false | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $180,152,058 | $18,190,573 | $3,004,911 | $0 | $0 | $4,929,857 | $0 | $144,468,307 | $0 | $9,558,410 | 2012 | Yes (true) | false | false | Yes (true) |
| D | $4,654,253 | $0 | $32,509,635 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $32,509,635 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.15560 | 0.00060 | 0.15620 | false | false | false | Yes (true) |
| B | Yes (true) | Yes (true) | false | false | 0.01060 | 0.02870 | 0.03930 | false | false | false | Yes (true) | ||
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.01820 | 0.00140 | 0.01960 | false | false | false | Yes (true) |
| D | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Exception To RebateExceptionToRebateInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||||||
| A | false | Yes (true) | Yes (true) | false | Yes (true) | see rider 5 | 3.1 | Yes (true) | false | Yes (true) | ||||
| see rider 7 | ||||||||||||||
| B | false | Yes (true) | Yes (true) | false | 0 | false | Yes (true) | Yes (true) | 30. | false | false | |||
| 0 | ||||||||||||||
| C | false | Yes (true) | false | false | Yes (true) | see rider 10 | 2.2 | Yes (true) | false | Yes (true) | ||||
| see rider 13 | ||||||||||||||
| D | false | Yes (true) | Yes (true) | Yes (true) | false | 0 | false | Yes (true) | 12. | false | false | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Schedule K, Part I, Line A, Col.(c) | The CUSIP number assigned to the final maturity of the Series 2004A Bonds is 009730LT7. The CUSIP number assigned to the final maturity of the Series 2004B Bonds is 009730LU4. (Note: The Series 2004A Bonds and the Series 2004B Bonds are treated as a single issue of bonds for federal tax purposes). |
| Form 990, Schedule K, Part I, Line A, Col.(f) | The purposes of the Series 2004A Bonds were 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) July 1, 1999, (b) July 28, 2000 and (c) March 12, 2002, (4)fund a debt service reserve for the issue, and (5) pay issuance costs. The purposes of the Series 2004B Bonds were to (1) construct and equip a critical care pavilion, (2) contruct 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. (Note: The Series 2004A Bonds and the Series 2004B Bonds are treated as a single bond issue for federal tax purposes). |
| Form 990, Schedule K, Part III, Col. A, Line 6 | The private business use percentage on Schedule K, Part III, Col. A, Line 6 is projected to be less than 5% over the life of the bonds due to the expected termination of certain lease arrangements. |
| Form 990, Schedule K, Part IV, Col. A, Line 2c | Series 2004A Bonds Date arbitrage rebate computation performed was June 10, 2013. Series 2004B Bonds Date arbitrage rebate computation performed was June 10, 2013. |
| Form 990, Schedule K, Part IV, Col. A, Line 5b | Series 2004A Bonds Project Fund GIC - Financial Security Assurance Debt Service Reserve Fund GIC - Merrill Lynch Capital Services, Inc. Series 2004B Bonds Aegon/Transamerica |
| Form 990, Schedule K, Part I, Line B, Col.(f) | The purposes of the Series 2006 Bonds were to (1) acquire a project site for and construct and equip a wellness institute, and (2) pay issuance costs. |
| Form 990, Schedule K, Part IV, Col. B, Line 4b | Huntington National Bank |
| Form 990, Schedule K, Part I, Line C, Col.(f) | The purposes of the Series 2010 Bonds were to (1) currently refund a taxable loan to Summa Barberton Citizens Hospital under a line of credit, the proceeds of which were used to acquire hospital facilities, (2) currently refund a taxable loan to Summa Akron City and St. Thomas Hospitals, the proceeds of which were used for certain capital expenditures, (3) construct and equip hospital facilities, (4) acquire, construct, and equip parking facilities, nursing facilities, administrative facilities, ambulatory care facilities, and medical equipment, and (5) pay issuance costs. |
| Form 990, Schedule K, Part IV, Col. C, Line 2c | Date arbitrage rebate computation performed was May 11, 2013. |
| Form 990, Schedule K, Part IV, Col. C, Line 5b | Morgan Stanley & Company Incorporated |
| Form 990, Schedule K, Part I, Line D, Col. (f) | The purposes of the Series 2012 Bonds were to (1) refund the Hospital Facilities Revenue Bonds, Series 1998A issued on December 23, 1998 in the original amount of $50,000,000, and (2) to pay the costs of issuance of the Bonds. |
| Form 990, Schedule K, Part IV, Col. D, Line 2c | Date arbitrage rebate computation performed was July 25, 2013. |
| Form 990, Schedule K, Part IV, Col. D, Line 4b | RBS Citizens Bank |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (11 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Kelly Bianco | |||
| Family member | $22,153 | See Part V | false |
| Brian Bauman MD | |||
| Family member | $443,041 | See Part V | false |
| Cynthia Browning | |||
| Family member | $60,885 | See Part V | false |
| Akron Radiology Inc | |||
| See Part V | $3,309,425 | See Part V | false |
| Inpatient Medical Services Inc | |||
| See Part V | $790,679 | See Part V | false |
| Paragon Health Associates LLC | |||
| See Part V | $1,096,558 | See Part V | false |
| Primary Care Physicians | |||
| See Part V | $2,370,183 | See Part V | false |
| Professional Anesthesia Service Inc | |||
| See Part V | $8,725,263 | See Part V | false |
| Ritzman Pharmacies Inc | |||
| See Part V | $1,174,609 | See Part V | false |
| Summa Emergency Associates Inc | |||
| See Part V | $1,480,786 | See Part V | false |
| Summit County Internists | |||
| See Part V | $605,938 | See Part V | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV, Business Transactions | FormAndLineReferenceDesc |
| Explanation | Kelly Bianco is a family member of Michael Bianco, MD, Director of WRH. Kelly Bianco was paid reasonable compensation as an employee of WRH. Brian Bauman, MD is a family member of William Bauman, MD, Director of SPI. Brian Bauman, MD was paid reasonable compensation as an employee of SPI. Cynthia Browning is a family member of Nicholas Browning, Director of SACSTH. Cynthia Browning was paid reasonable compensation as an employee of SACSTH. Daniel Finelli, MD, Director of SACSTH, SBH & WRH, is a director of Akron Radiology, Inc. Amount paid represents fees for services performed by Akron Radiology, Inc. Robert Schaal, MD, Director of SACSTH, is an officer of Inpatient Medical Services, Inc. Amount paid represents fees for services performed by Inpatient Medical Services, Inc. Edward Ferris, MD, Director of SACSTH, is part owner of Paragon Health Associates, LLC. Amount paid represents fees for services performed by Paragon Health Associates, LLC. Sharon VanNostran, DO, Director of SACSTH, is an officer of Primary Care Physicians. Amount paid represents fees for services performed by Primary Care Physicians. Jacob Cohen, MD, Director of SACSTH, is an officer of Professional Anesthesia Service, Inc. Amount paid represents fees for services performed by Professional Anesthesia Service, Inc. Thomas Knoll, Director of SACSTH, SBH & WRH, is a director of Ritzman Pharmacies, Inc. Amount paid represents fees for goods and services from Ritzman Pharmacies, Inc. Michelle Blanda, MD, Director of SACSTH, is an officer of Summa Emergency Associates, Inc. Amount paid represents fees for services performed by Summa Emergency Associates, Inc. Dale Murphy, MD, Director of SPI, is an officer of Summit County Internists. Amount paid represents fees for services performed by Summit County Internists. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $79,785 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 44 | ContributionCnt |
| Noncash Contributions Rpt F990 | $16,625 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Events | Desc |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Comparable Prices | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule N IRS990ScheduleN
Liquidation Of Assets Table LiquidationOfAssetsTableGrp
Liquidation Of Assets Detail LiquidationOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | CFGH Fixed assets (net), A/R and other | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2013-12-31 | DistributionDt |
| Fair Market Value Of Asset | $43,556,851 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | book value | MethodOfFMVDeterminationTxt |
| EIN | 340714755 | EIN |
| Person | Summa Akron City and St Thomas Hosp | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 East Market Street | AddressLine1 |
| City | Akron | City |
| State | OH | State |
| ZIP Code | 44304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(c)(3) | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | Yes (true) | DirectorOfSuccessorInd |
| Employee Of Successor | false | EmployeeOfSuccessorInd |
| Owner Of Successor | false | OwnerOfSuccessorInd |
| Receive Compensation | false | ReceiveCompensationInd |
| Assets Distributed | Yes (true) | AssetsDistributedInd |
| Required To Notify AG | Yes (true) | RequiredToNotifyAGInd |
| Attorney General Notified | Yes (true) | AttorneyGeneralNotifiedInd |
| Liabilities Paid | Yes (true) | LiabilitiesPaidInd |
| Bonds Outstanding | Yes (true) | BondsOutstandingInd |
| Bond Liabilities Discharged | false | BondLiabilitiesDischargedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Schedule N, Part I, Line 2e | The following individual was a director of both Cuyahoga Falls General Hospital and Summa Akron City and St Thomas Hospitals at the time of the merger, and remained a director of the Summa Akron City and St Thomas Hospitals: Candace Campbell-Jackson, director. |
| Form 990, Schedule N, Part I, Line 6b | The tax-exempt bond liabilities associated with CFGH were transferred to SACSTH. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (26 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Page 1, Part I, Lines 3 & 4 | Form 990, Page 6, Part VI, Lines 1a & 1b Entity Name Number of Voting Number of Independent Directors Voting Directors Summa Akron City & St. Thomas 16 8 Hospitals ("SACSTH") Summa Foundation ("SF") 23 20 Summa Physicians, Inc. ("SPI") 7 0 Summa Barberton Citizens 16 8 Hospital ("SBH") The Wadsworth-Rittman Area 16 8 Hospital Assn ("WRH") All of the organizations listed above are subordinates under the control of Summa Health System ("SHS"). As of December 31, 2013, SHS had 15 voting directors, 9 of whom are independent voting directors. |
| Form 990, Page 2, Part III, Line 4d | Other Programs Services included: (a) Program-related investments in the following joint venture hospitals: Summa Western Reserve Hospital, LLC, Crystal Clinic Orthopaedic Center, LLC, and Summa Rehab Hospital, LLC. (b) Payments received under the American Reinvestment and Recovery Act for "Meaningful Use" due to successful implementation of electronic medical records. (c) Registration fees, including membership fees to Summa Wellness Institute ("SWI"). SWI is a medically supervised fitness facility blending fitness, wellness and rehabilitation in a clean, service-oriented environment. SWI features professional expertise and programming necessary to safely and effectively assist all people, regardless of current health status, to develop, initiate and maintain an active lifestyle that minimizes risk and promotes health and wellness and is one more step in Summa Health System's mission to provide the highest quality care to our patients and members and contribute to a healthier community. |
| Form 990, Page 2, Part III, Program Service Accomplishments | Summa Health System 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 System serves more than one million patients each year in comprehensive emergency, acute, critical, outpatient and long-term/homecare settings and represents more than 1,700 registered, inpatient beds on the campuses of Summa Akron City and St. Thomas Hospitals, Summa Barberton Citizen's Hospital, The Wadsworth-Rittman Area Hospital Association, Summa Rehab Hospital*, Summa Western Reserve Hospital*, and Crystal Clinic Orthopaedic Center*. In addition, outpatient care is provided in more than 16 community health centers and Emergency Departments (EDs), some integrated in the healthcare facilities, others are free-standing. *Summa Rehab Hospital, *Summa Western Reserve Hospital and *Crystal Clinic Orthopaedic Center are joint ventures in which Summa Health System has an interest, and are referenced in this document for the purpose of indentifying all entities affiliated with Summa Health System. Summa's proportionate interest of these joint ventures' charity care and other community benefits are included on Schedule H of Summa Health System's IRS Form 990 Group Return. Providing superior, multi-specialty patient care, medical research and continuing medical education, Summa Health System ranks as a highly recognized healthcare provider in several disciplines including: cardiovascular, emergency, oncology, stroke and nursing by prestigious organizations such as: The Society of Chest Pain Centers American College of Surgeons American Heart Association American Stroke Association National Accreditation Program of Breast Centers American Nurses Credentialing Center Premier Healthcare Alliance The Joint Commission Summa Health System is Summit County's largest employer and a leading economic engine for the region. Summa Health System includes the following: Summa Akron City and St. Thomas Hospitals: Summa Akron City and St. Thomas Hospitals is a single legal entity that includes two hospital campuses and several off-site locations. Summa Akron City and St. Thomas Hospitals operates both hospital locations as well as the hospital-based off-site locations under the same Medicare provider number. Summa Akron City and St. Thomas Hospitals has more than 5,800 individuals and has a medical staff of more than 1,000 professionals working on its campuses. Summa Akron City and St. Thomas Hospitals has 979 registered beds and 46 licensed bassinets. The buildings and facilities on both campuses total 1.7 million square feet. Summa Akron City Hospital offers general medical, surgical, obstetrical, trauma, and critical care services. Summa Akron City Hospital provides acute care services on a campus of approximately 60 acres. The campus is home to specialty health centers offering a wide range of outpatient services. In 2013, Summa Akron City Hospital opened a new Geriatric Unit in the Emergency Department. Summa Akron City Hospital received the following recognition in 2013: The Pallative Care Program was granted "Advanced Certification in Pallative Care" by The Joint Commission, its highest level of achievement. The program is the only one in Ohio to earn this recognition. Also, Women's Services received the Ohio Patient Safety Institute Acute Care Best Practice Award for the reduction of maternal morbidity and mortality related to hemorrhage. Summa St. Thomas Hospital provides acute care services along with behavioral health and substance abuse care. Summa St. Thomas Hospital was one of the first in the country to recognize the medical aspects of alcoholism as a disease and is the founding location of Alcoholics Anonymous. The hospital opened the nation's first alcoholism treatment ward and continues its longstanding dedication to this program today. Summa Akron City and St. Thomas Hospitals serves as a major teaching affiliate for Northeast Ohio Medical University (NEOMED), sponsoring and/or co-sponsoring 17 residencies and fellowships along with providing educational rotations for medical students. Summa Barberton Citizen's Hospital: Summa Barberton Citizen's Hospital 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 more than 1,400 employees and has approximately 400 medical staff. It has 235 registered adult beds and 14 available bassinets. Summa Barberton Citizen's Hospital opened its new Emergency Department in March 2013. This was followed by the implementation of an ICU/CCU Intensivist Program in August and a 24/7 STEMI Program in October. The Wadsworth-Rittman Area Hospital Association: The Wadsworth-Rittman Area Hospital Association is a 200,000 square foot acute care community hospital located on approximately 38 acres. Located approximately 20 miles west of Akron, Ohio, the Wadsworth-Rittman Area Hospital Association has 101 registered beds, more than 360 employees, and has a medical staff of more than 200 professionals. In 2013, Summa Center at Wadsworth opened to consolidate outpatient PT/OT/speech services at the Center, which also houses outpatient radiology and sports medicine. Charity Care In 2013, Summa Health System provided charity care at an estimated net cost of nearly $15.6 million. This amount represented the net cost associated with providing the care and does not include bad debt. Patients with incomes up to 200% of the federal poverty income guidelines or who have a hospital bill that exceeds 25% of their gross annual family income are eligible to apply for charity care assistance. In addition, there is a sliding scale discount program for those with incomes between 200% and 400% of the federal poverty income guidelines. In 2013, the charity care program (including Hospital Care Assurance Program) benefitted approximately 39,000 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 System's unpaid costs for Medicaid totaled more than $23.2 million. Bad Debt Summa Health System is committed to providing quality and accessible healthcare. This includes covering the expenses of payments that were expected but not received. While Summa Health System recognizes bad debt is part of the cost 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 System provides to the community without full reimbursement. In 2013, the cost for providing care written off as bad debt was approximately $22.3 million. Community Health Improvement Services An important part of Summa Health System's mission is offering a prevention and wellness program to build a healthier community. In 2013, Summa Health System provided more than $1.2 million to help fund health improvement activities such as free and low-cost health screenings, health education services and wellness programming. Subsidized Health Services Summa Health System 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 Center for Senior Health, Care Center for patients with HIV or AIDS, and diabetes education are offered, even though they are not profitable. Income from other services is used to cover these costs. In 2013, the cost for subsidized services was approximately $26.4 million. |
| Part III program services (continued) | Financial and In-kind Donations Annually, Summa Health System contributes financial assistance and in-kind services to support community organizations that promote health, wellness, and an improved quality of life. From the local chapters of national groups such as United Way, the American Heart Association and the American Cancer Society, to Akron Community Health Resources (Akron's only federally-funded health center) Summa Health System participates in numerous community programs and helps other nonprofits fulfill their missions. In 2013, these contributions exceeded $2.3 million. Research Summa Health System's quality medical care is derived in part from its ability to translate results from carefully planned and executed research into effective patient care strategies. Research and innovation is an integral focus of the academic and clinical environment at Summa Health System and helps set the highest standards for medical care in the community. Summa Health System's reputation for excellence in such critical specialties as cardiology, diabetes, emergency services, orthopaedics, oncology, senior health, surgery, and women's health continues to grow through research and innovation. Summa Health System invested more than $5.1 million in research in 2013. In addition to support from Summa Foundation, major research programs are supported by grants from the National Institutes of Health, the Department of Defense and industry sponsors. Education Summa Health System supports the education of physicians and other healthcare professionals. Summa Akron City and St. Thomas Hospitals 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 offers 17 accredited residency training programs in numerous specialties, training the next generation of primary care and specialty physicians for the region and beyond. Nursing education also is offered in collaboration with our local university partners. In 2013, 245 residents and fellows trained at Summa's three main hospitals. On average, approximately 40% of these residents remain in our local and surrounding communities. Summa's 2013 investment in health professions education totaled $19.1 million. Summa Health System is one of five founding medical and educational institutions responsible for the creation of the Austen BioInnovation Institute in Akron (ABIA), a unique collaboration that expands upon the region's rich legacy in industrial and materials science to pioneer the next generation of life enhancing and life saving innovations. Summa Health System Services: Following is a description of Summa Health System's notable accomplishments by primary service lines in 2013: Behavioral Health - The Center for the Treatment and Study of Traumatic Stress developed and implemented on of Ohio's only intensive outpatient programs designed specifically to deal with the symptoms of post traumatic stress disorder. Cardiovascular - An upgraded Heart Rhythm Services (HRS) Lab opened in January on the campus of Summa Akron City Hospital. Summa's Cardiovascular Institute applied for, and was accepted to, the Centers for Medicare and Medicaid Innovation's Bundled Payments for Care Initiative Program. Emergency/Trauma Services - EMS developed and implemented EMS direct activation of the cardiac catheterization lab for chest pain patients, resulting in an overall decrease time of ten minutes. This resulted in recognition by the American Heart Association's Platinum Achievement Award. Neuroscience - In addition to The Joint Commission's stroke recertification, the "Target Stroke Award" and "Get with the Guidelines Gold Plus Award" were received from AHA. Oncology - Summa Health System approved the VERO Linear Accelerator to expand the radiosurgery program, making Summa Akron City Hospital the first community hospital in the country to have this specialized technology. Respiratory - Expanded its smoking cessation program across the system, and implemented a screening chest scan (CT) program for lung cancer. Seniors, Post Acute and Transitional Care - In addition to the Pallative Care recognition by The Joint Commission, Summa's hospitals achieved NICHE (Nurses Improving Care for Health System Elders) designation for the upcoming year. Women's Services - Met or exceeded the Ohio hospital averages in six perinatal measures, leading to the OHA's Patient Safety Institute's Best Practice Award noted above. Also successfully implemented a large informatics upgrade to the obstetrical electronic documentation and fetal surveillance system to improve safety and reporting reliability. Summary Although reimbursement for services rendered is critical to the operations and stability of Summa Health System, not all individuals possess the ability to purchase essential medical services. Summa Health System 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 program. 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 2013, Summa Health System provided charity care to the indigent (including unreimbursed Medicaid) at the net cost of more than $38.8 million. This amount does not include services provided and written off as bad debt. In addition to uncompensated medical care, Summa Health System provided wellness programs, community education programs and special programs for the elderly, handicapped, and medically underserved. Summa Health System also operated a variety of broad community support activities. Many of these programs were offered at a reduced price or provided to the community free of charge. Summa Health System 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 System's hospitals provide emergency services which are open and available to all persons of the community, regardless of their ability to pay. The board of directors consisted of persons who are broadly representative of the community and medical staff. |
| Part III program services (cont.) | Summa Physicians Inc. - Program Service Accomplishments Summa Physicians Inc. (SPI) is a Summa Health System entity comprised of multi-specialty physicians and practices. In 2013, SPI added 35 physicians in various specialties including cardiology and oncology. In total, SPI employs nearly 300 physicians and 730 support staff in more than 30 specialties and sub-specialties. SPI promotes strong affiliation and employment of physicians to ensure community and hospital needs for physician services are met. In 2013, SPI developed primary care pods to better communicate quality initiatives and enhance physician recruitment. Summa Foundation - Program Service Accomplishments Through philanthropy, Summa Foundation supports medical education, research, technology, and clinical innovation. Encompassing fundraising, resource development, community benefit, diversity and government relations, Summa Foundation works to develop new, diversified and increased resources and build relationships that influence health policy to advance the regional priorities of Summa Health System. Development The Foundation's development department offers a spectrum of philanthropic options for donors designed to create a positive impact on Summa Health System's operations, programs, projects and perceptions and to affect positive change in the communities Summa Health System serves. Development houses the grant and proposal development offices created to identify the resources and expertise of external and internal partners to generate funding for research, education and clinical and system projects. Philanthropic commitments to the Summa Foundation in 2013 were nearly $10 million, including a $4 million gift designated for Summa's Cardiovascular Institute to support the creation of a hybrid operating room. 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 System. Community benefit and diversity provide wellness and educational tools, facilitate economic development programs, develop community partnerships, communicate Summa Health System'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 System as a credible leader and partner in the health policy planning process. This department collaborates with the system development team to best position Summa education, research and clinical innovation priorities with public sector funding opportunities. |
| Form 990, Page 5, Part V, Lines 1a & 2a | In 2013, Summa Health System, the parent organization, acted as the corporate services operating entity for the system. Operational changes implemented for the system included the centralized payroll management and accounts payable disbursements now transacted by the parent. For more information, see the IRS Form 990 for Summa Health System (parent), EIN 34-1887844. |
| Form 990, Page 6, Part VI, Line 1a | Summa Akron City and St. Thomas Hospitals: N/A Summa Barberton Citizens Hospital: N/A Summa Wadsworth-Rittman Hospital: Prior to adopting an Amended and Restated Code of Regulations in October 2013, Summa Wadsworth-Rittman Hospital had an Executive Committee comprised of the Board Chair, President, Vice Chair, Treasurer, Secretary, and others as elected by the Board of Directors. All members of the Executive Committee are members of the Board of Directors. The Executive Committee was authorized to exercise the powers of the Board at such time as the Board is not in session, subject to restrictions imposed by previous decisions of the Board and to the provisions of the Summa Wadsworth-Rittman Hospital Code of Regulations. All interim actions by the Executive Committee were reported at the Board's next meeting succeeding such action. The Executive Committee prepared and made such recommendations to the Board as are pertinent to the welfare of the Summa Wadsworth-Rittman Hospital. The Amended and Restated Code of Regulations for Summa Wadsworth-Rittman Hospital, adopted in October 2013, did not include a provision for an Executive Committee. Summa Foundation: Summa Foundation has an Executive Committee comprised of the Chair, Vice Chair, Secretary, Treasurer, and one additional Director of the Summa Foundation. All members of the Executive Committee are Directors of Summa Foundation. The Executive Committee is authorized to exercise the powers of the Board at such time as the Board is not in session, subject to restrictions imposed by previous decisions of the Board and to the provisions of the Summa Foundation Code of Regulations. All interim actions by the Executive Committee are reported at the Board's next meeting succeeding such action. The Executive Committee prepares and makes such recommendations to the Board as are pertinent to the welfare of the Summa Foundation. Summa Physicians, Inc.: The Code of Regulations provides for an Executive Committee to be comprised of three (3) directors. The Executive Committee may make governance decisions between Board meetings. Cuyahoga Falls General Hospital (merged December 31, 2013): Prior to its merger into Summa Akron City and St. Thomas Hospitals, Cuyahoga Falls General Hospital had an Executive Committee comprised of the Board Chair and two (2) other directors named by the Chair. All members of the Executive Committee are Directors of Cuyahoga Falls General Hospital. The Executive Committee had the power to transact all regular business of Cuyahoga Falls General Hospital between meetings of the Board of Directors, subject only to prior limitations established by the Board of Directors and the Member's Reserved Powers. |
| Form 990, Page 6, Part VI, Line 2 | Summa Akron City and St. Thomas Hospitals: Nicholas Browning, Anthony Lockhart, Thomas Strauss, R. Douglas Trochelman, M.D., Brian Derrick and William A. Powel, III have business relationships through Summa Health System Community: Nicholas Browning, Anthony Lockhart, Thomas Strauss, and R. Douglas Trochelman, M.D., are Directors of Summa Health System Community; Brian Derrick and William A. Powel, III are Officers of Summa Health System Community. Dennis Chack, Anthony Lockhart, and Thomas Clark have a business relationship through First Energy: Dennis Chack is employed as an officer of First Energy and Anthony Lockhart and Thomas Clark are retired officers of First Energy. Thomas Knoll, Thomas Strauss, and William A. Powel, III have a business relationship through Summa Western Reserve Hospital: all are on the Board of Managers of Summa Western Reserve Hospital. Robert Harrigan, Thomas O'Neill, and Erik Steele, D.O. have a business relationship through Crystal Clinic Orthopaedic Center, LLC: Robert Harrigan, Thomas O'Neill and Erik Steele, D.O. all were on the Board of Managers of Crystal Clinic Orthopaedic Center, LLC during the year. Robert Harrigan and Thomas Strauss have a business relationship through Summa Accountable Care Organization: both are Directors of Summa Accountable Care Organization. Michael Bage, M.D. and Hitesh Makkar, M.D have a business relationship through Continuity Medical, LLC. Thomas Knoll, Brian Derrick, William A. Powel, III, and Thomas Strauss have a business relationship through Middlebury Assurance Corporation: all are Directors of Middlebury Assurance Corporation. Summa Barberton Citizens Hospital: Thomas Strauss, Brian Derrick and William A. Powel, III have business relationships through Summa Health System Community: Thomas Strauss is a Director of Summa Health System Community; Brian Derrick and William A. Powel, III are Officers of Summa Health System Community. Thomas Knoll, Thomas Strauss, and William A. Powel, III have a business relationship through Summa Western Reserve Hospital: all are on the Board of Managers of Summa Western Reserve Hospital. Thomas Knoll, Brian Derrick, William A. Powel, III, and Thomas Strauss have a business relationship through Middlebury Assurance Corporation: all are Directors of Middlebury Assurance Corporation. Summa Wadsworth-Rittman Hospital: Thomas Strauss, Brian Derrick and William A. Powel, III have business relationships through Summa Health System Community: Thomas Strauss is a Director of Summa Health System Community; Brian Derrick and William A. Powel, III are Officers of Summa Health System Community. Eric Graf and Thomas Knoll have a business relationship through Ritzman Pharmacies: Eric Graf is the CEO of Ritzman Pharmacies and Thomas Knoll is a Director of Ritzman Pharmacies. Thomas Knoll, Thomas Strauss, and William A. Powel, III have a business relationship through Summa Western Reserve Hospital: all are on the Board of Managers of Summa Western Reserve Hospital. Thomas Knoll, Brian Derrick, William A. Powel, III, and Thomas Strauss have a business relationship through Middlebury Assurance Corporation: all are Directors of Middlebury Assurance Corporation. Summa Foundation: Thomas Strauss, Brian Derrick and William A. Powel, III have business relationships through Summa Health System Community: Thomas Strauss is a Director of Summa Health System Community; Brian Derrick and William A. Powel, III are Officers of Summa Health System Community. Samir Gibara and Scott Honnold have a business relationship through Goodyear Tire and Rubber Company: Samir Gibara is a retired officer of Goodyear and Scott Honnold is a current officer of Goodyear. George Daverio, Jr. and C. Gordon Ewers have a business relationship through Merrill Lynch: George Daverio, Jr. is retired from Merrill Lynch and C. Gordon Ewers is an officer at Merrill Lynch. Jason Butterworth and Mark Krohn have a business relationship through Brennan, Manna & Diamond: both are partners at this law firm. Summa Physicians, Inc.: Dale Murphy, M.D. and William A. Powel, III have a business relationship through Middlebury Assurance Corporation: both are Directors of Middlebury Assurance Corporation. Cuyahoga Falls General Hospital: Thomas Strauss, Norman Wells, Brian Derrick and William A. Powel, III have business relationships through Summa Health System Community: Thomas Strauss and Norman Wells are Directors of Summa Health System Community; Brian Derrick and William A. Powel, III are Officers of Summa Health System Community. Stephen Hailer, Thomas Strauss, Joseph Nienaltowksi, D.O., and William A. Powel, III have a business relationship through Summa Western Reserve Hospital: Stephen Hailer, Thomas Strauss, and William A. Powel, III are on the Board of Managers of Summa Western Reserve Hospital and Joseph Nienaltowski, D.O. is Director, Patient Experience at Summa Western Reserve Hospital, LLC. Douglas Chonko, D.O. and Ronald Russ, D.O. have a business relationship through Kent Management Group: each is employed by Kent Management Group. William A. Powel, III, Brian Derrick and Thomas Strauss have a business relationship through Middlebury Assurance Corporation: all are Directors of Middlebury Assurance Corporation. |
| Form 990, Page 6, Part VI, Line 4 | Summa Akron City and St. Thomas Hospitals: The following material changes were made to the Code of Regulations during the 2013 tax year: (i)Reduced the number of Directors from 23 to 16; specified that one of the Directors must be on the Medical Staff of the Corporation (ii) Specified that the Chief Medical Officer of Summa Health System is a Special Voting Director (iii) Redefined quorum to be number of current Directors multiplied by 50% (rounded up to whole number). Previously, quorum defined as 40%. (iv) Defined the reserved powers to be the same reserved powers that Summa Health System has over all of its subsidiaries (v) Changed title of Corporation's President from "President & COO" to "President" (vi) Deleted the requirement that the Code of Regulations be reviewed biennially Summa Barberton Citizens Hospital: The following material changes were made to the Code of Regulations during the 2013 tax year: (i) Changed the sole member of the Corporation from Summa Barberton Wadsworth Rittman Hospitals, LLC to Summa Health System. (ii) Increased the number of Directors from 14 to 16; specified that one of the Directors must be on the Medical Staff of the Corporation (iii) Specified that the Chief Medical Officer of Summa Health System is a Special Voting Director (iv) Redefined quorum to be number of current Directors multiplied by 50% (rounded up to whole number). Previously, quorum defined as a majority of the current Directors. (v) Defined the reserved powers to be the same reserved powers that Summa Health System has over all of its subsidiaries Summa Wadsworth-Rittman Hospital: The following material changes were made to the Code of Regulations during the 2013 tax year: (i) Changed the sole member of the Corporation from Summa Barberton Wadsworth Rittman Hospitals, LLC to Summa Health System. (ii) Increased the number of Directors from 14 to 16; specified that one of the Directors must be on the Medical Staff of the Corporation (iii) Specified that the Chief Medical Officer of Summa Health System is a Special Voting Director (iv) Redefined quorum to be number of current Directors multiplied by 50% (rounded up to whole number). Previously, quorum defined as a majority of the current Directors. (v) Defined the reserved powers to be the same reserved powers that Summa Health System has over all of its subsidiaries (vi) Deleted a provision delineating specific charitable organizations for the distribution of assets upon a dissolution of the Corporation Summa Foundation: N/A Summa Physicians, Inc.: N/A Cuyahoga Falls General Hospital (merged December 31, 2013): Cuyahoga Falls General Hospital merged with Summa Akron City and St. Thomas Hospitals effective as of December 31, 2013. Summa Akron City and St. Thomas Hospitals was the surviving entity. Prior to the merger, the following changes were made to the Code of Regulations during the 2013 tax year: (i) Re-defined the Reserved Powers to be the same Reserved Powers that Summa Health System has over each subsidiary corporation (ii) Reduced the number of Directors on the Board of Directors from 15 to 6 (iii) Specified that at least 3 of the 6 Directors are to be Community Directors (iv) Specified that President & CEO of Summa Health System is a Director (v) Deleted all defined committees except for the Executive Committee; specified that the Executive Committee is comprised of the Board Chair and 2 other Directors named by the Chair (vi) Changed the title of the President & COO to President; specified that the President & CEO of Summa Health System shall be the President of the Corporation |
| Form 990, Page 6, Part VI, Line 6 | Summa Akron City and St. Thomas Hospitals: Summa Health System is the sole member of Summa Akron City and St. Thomas Hospitals. Summa Barberton Citizens Hospital: Prior to adopting an Amended and Restated Code of Regulations in October 2013, the sole member of Summa Barberton Citizens Hospital was Summa Barberton Wadsworth-Rittman Hospitals, LLC, an Ohio non-profit limited liability company whose sole member is Summa Health System. Following the adoption of an Amended and Restated Code of Regulations in October 2013, the sole member of Summa Barberton Citizens Hospital is Summa Health System. Summa Wadsworth-Rittman Hospital: Prior to adopting an Amended and Restated Code of Regulations in October 2013, the sole member of Summa Wadsworth-Rittman Hospital was Summa Barberton Wadsworth-Rittman Hospitals, LLC, an Ohio non-profit limited liability company whose sole member is Summa Health System. Following the adoption of an Amended and Restated Code of Regulations in October 2013, the sole member of Summa Wadsworth-Rittman Hospital is Summa Health System. Summa Foundation: Summa Health System is the sole member of Summa Foundation. Summa Physicians, Inc.: Summa Physicians, Inc. has stockholders; the stock is held in trust for the benefit of Summa Health System. Cuyahoga Falls General Hospital (merged December 31, 2013): Summa Health System was the sole member of Cuyahoga Falls General Hospital. |
| Form 990, Page 6, Part VI, Line 7a | Summa Akron City and St. Thomas Hospitals: Prior to the adoption of Amended and Restated Code of Regulations in October 2013, the Directors of the Corporation were elected as set forth below: (i) The medical staff of Summa Akron City and St. Thomas Hospitals elects two (2) directors: the President of the Medical Staff and the President-Elect of the Medical Staff. (ii) The Chairs of the medical staff departments elect two (2) department chairs to be directors (iii) The following individuals are directors by designation: (a) President & CEO of Summa Health System; (b) President & COO of Summa Akron City and St. Thomas Hospitals; (c) Chair of Summa Akron City and St. Thomas Hospitals Foundation; and (d) The Presidents of The Women's Board of St. Thomas Hospital and the Women's Board of Summa Health System shall rotate annually to provide a single representative. (iv) Other than as set forth above, Summa Health System is the sole member of Summa Akron City and St. Thomas Hospitals and has the right to elect the Board of Directors of Summa Akron City and St. Thomas Hospitals. Following the adoption of the Amended and Restated Code of Regulations in October 2013, the Directors of the Corporation are to be elected as set forth below: (i) Nine (9) non-physician Directors are to be elected by Summa Health System as the sole member of the Corporation. (ii) Six (6) physician Directors are to be elected from a slate of nominees nominated through a process to be developed by the Medical Staffs of the Summa Hospitals (iii) The Chief Medical Officer of Summa Health System is to be a Special Voting Director Summa Barberton Citizens Hospital: Prior to the adoption of Amended and Restated Code of Regulations in October 2013, the Directors of the Corporation were elected as set forth below: The sole member of Summa Barberton Citizens Hospital is Summa Barberton Wadsworth-Rittman Hospitals, LLC, an Ohio non-profit limited liability company whose sole member is Summa Health System. The sole member elects the Board of Directors of Summa Barberton Citizens Hospital subject to the approval of Summa Health System. Following the adoption of the Amended and Restated Code of Regulations in October 2013, the Directors of the Corporation are to be elected as set forth below: (i) Nine (9) non-physician Directors are to be elected by Summa Health System as the sole member of the Corporation. (ii) Six (6) physician Directors are to be elected from a slate of nominees nominated through a process to be developed by the Medical Staffs of the Summa Hospitals (iii) The Chief Medical Officer of Summa Health System is to be a Special Voting Director Summa Wadsworth-Rittman Hospital: Prior to the adoption of Amended and Restated Code of Regulations in October 2013, the Directors of the Corporation were elected as set forth below: The sole member of Summa Wadsworth-Rittman Hospital is Summa Barberton Wadsworth-Rittman Hospitals, LLC, an Ohio non-profit limited liability company whose sole member is Summa Health System. The sole member elects the Board of Directors of Summa Wadsworth-Rittman Hospital subject to the approval of Summa Health System. Following the adoption of the Amended and Restated Code of Regulations in October 2013, the Directors of the Corporation are to be elected as set forth below: (i) Nine (9) non-physician Directors are to be elected by Summa Health System as the sole member of the Corporation. (ii) Six (6) physician Directors are to be elected from a slate of nominees nominated through a process to be developed by the Medical Staffs of the Summa Hospitals (iii) The Chief Medical Officer of Summa Health System is to be a Special Voting Director Summa Foundation: In addition to directors elected by the Summa Health System Board as the sole member of Summa Foundation, the President and CEO of Summa Health System serves as a director of Summa Foundation. Summa Physicians, Inc.: Summa Physicians, Inc. is affiliated with Summa Akron City and St. Thomas Hospitals and only persons approved by Summa Akron City and St. Thomas Hospitals or employed by Summa Akron City and St. Thomas Hospitals or an affiliated entity may serve as a director of Summa Physicians, Inc. Cuyahoga Falls General Hospital (merged December 31, 2013): Summa Health System was the sole member of Cuyahoga Falls General Hospital and had the right to elect the Board of Directors of Cuyahoga Falls General Hospital. |
| Form 990, Page 6, Part VI, Line 7b | Summa Akron City and St. Thomas Hospitals, Summa Barberton Citizens Hospital, Summa Wadsworth-Rittman Hospital: Summa Health System is the sole member of each of Summa Akron City and St. Thomas Hospitals, Summa Barberton Citizens Hospital, and Summa Wadsworth-Rittman Hospital. As the sole member, Summa Health System has the power and authority to approve or disapprove of each of the following on behalf of each of Summa Akron City and St. Thomas Hospitals, Summa Barberton Citizens Hospital, and Summa Wadsworth-Rittman Hospital: (i) Any modification of the essential nature, purpose, mission or operations of the Corporation; (ii) Adoption of a Code of Regulations, Bylaws or other constitutive document of the Corporation and any and all amendments thereto; (iii) Adoption of any amendments to the Articles of Incorporation or similar charter or organizational document or agreement and/or any other change in the corporate structure or governance of the Corporation; (iv) Establishment of qualifications for the selection of Directors, Directors or Managers of the Corporation; (v) Appointment or election and removal of members of the governing body of the Corporation; (vi) Appointment or election and removal of the President and/or Chief Executive Officer or similar officer(s) of the Corporation; (vii) Adoption of annual operating and capital budgets of the Corporation; (viii) The borrowing of money or other incurring or creating of any indebtedness of the Corporation, including by way of a guaranty of the debt of another, in an amount greater than $1,000,000 or that will increase the amount of indebtedness incurred in the current calendar year, in the aggregate, to more than $3,500,000; (ix) Adoption of the long range plans of the Corporation; (x) Determinations as to the use and occupancy of any building owned or leased by the Corporation; (xi) The sale, encumbrance, lease or disposition of real property of the Corporation other than in the ordinary course of the operations of the Corporation; and (xii) The merger, reorganization, dissolution or other corporate action of a similar nature, including participation in a joint venture, proposed by the Corporation. Summa Foundation: Summa Health System 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) Adoption of the Foundation's annual operating and capital budgets; (ii) Expenditures for (a) non budgeted items in excess of certain dollar limits set from time to time by the Member and (b) items which are included in the Foundation's annual budgets but which exceed the budgeted amount by an amount in excess of certain dollar limits set from time to time by the Member; (iii) Incurrence, assumption or guarantee of any indebtedness if following the incurrence, assumption, or guarantee of such indebtedness the aggregate amount of all outstanding indebtedness incurred, assumed or guaranteed by the Foundation which has not been previously approved by the Member exceeds certain dollar limits set from time to time by the Member; (iv) Submission of any certificate of need application with any State or Federal Regulatory Agency; (v) Execution of any contract that calls for the Foundation to expand a sum in excess of certain dollar limits set from time to time by the Member or to provide services with a value in excess of certain dollar limits set from time to time by the Member; (vi) Election of such officers as are required to be elected under this Code of Regulations; (vii) Appointment of the Foundation's auditors and/or accountants; (viii) Adoption of the Foundation's long range plans and management objective, including the execution of any agreement with consortiums, alliances, etc; (ix) Sale, lease or other disposition of any real or personal property of the Foundation with a value in excess of certain dollar limits to be set from time to time by the Member; (x) Sale, release, dissolution, transfer, exchange, or other disposition of any organization (or of all or substantially all of the assets of such organization) controlled by the Foundation if after such sale, release, dissolution, transfer, exchange or other disposition, such organization (or all or substantially all of the assets of such organization) would no longer be controlled by the Foundation; (xi) Adoption or amendment of the Foundation's Code of Regulations or Articles of Incorporation; (xii) Any other matter which may be specified by the Member or by the Board or required by law. Summa Physicians, Inc. - N/A Cuyahoga Falls General Hospital (merged December 31, 2013): Summa Health System was the sole member of Cuyahoga Falls General Hospital. As the sole member, Summa Health System had the power and authority to approve or disapprove of each of the following on behalf of Cuyahoga Falls General Hospital: (i) Any modification of the essential nature, purpose, mission or operations of Cuyahoga Falls General Hospital; (ii) Approval of the Codes of Regulations, Bylaws or other constitutive document of Cuyahoga Falls General Hospital and any corporation or entity controlled by, related to or affiliated with Cuyahoga Falls General Hospital (an "Affiliated Corporation") and any and all amendments thereto; (iii) The 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 Cuyahoga Falls General Hospital or any Affiliated Corporation; (iv) The establishment of qualifications for the selection of Directors, Directors or Managers of Cuyahoga Falls General Hospital; (v) The appointment or election and removal of members of the governing body of Cuyahoga Falls General Hospital; (vi) The appointment or election and removal of the President and/or Chief Executive Officer or similar officer of Cuyahoga Falls General Hospital; (vii) The adoption of annual operating and capital budgets of Cuyahoga Falls General Hospital; (viii) The adoption of the long range plans of Cuyahoga Falls General Hospital; (ix) Determinations as to the use and occupancy of any building owned or leased by Cuyahoga Falls General Hospital; (x) The sale, encumbrance, lease or disposition of real property of Cuyahoga Falls General Hospital other than in the ordinary course of the operations of Cuyahoga Falls General Hospital; and (xi) The merger, reorganization, dissolution or other corporate action of a similar nature undertaken by Cuyahoga Falls General Hospital. |
| Form 990, Page 6, Part VI, Line 11b | The return was reviewed in detail by a committee consisting of internal and external legal counsel, financial management, and an external auditor. The review committee included the Senior Vice President, Finance & CFO and the Senior Vice President, Legal Services & General Counsel. This detailed review occurred in September 2013. Following this review and incorporation of changes recommended by this committee, the return was provided to the Summa Health System Committee on Governance prior to its September 2013 meeting for further review. The Committee on Governance is a standing committee appointed by the Summa Health System Board of Directors and includes members of the Board of Directors. Schedule H of the return was also reviewed by the Summa Health System Community Benefits Committee. After these reviews by the Committee on Governance and the Community Benefits Committee, and prior to filing with the IRS, an email was sent to each voting member of the Boards of Directors. This email included instructions and a link to a password-protected web site on which the entire Form 990 was available for viewing. |
| Form 990, Page 6, Part VI, Line 12c | Conflict of Interest Process Summary: A Conflict of Interest Questionnaire is sent annually to all Summa Health System entities' Boards of Directors, Key Employees, Senior Managers, Medical Directors, Employed Physicians, Contracted Physicians, Administrative Directors, Executive Directors, Department Heads, Managers, Supervisors, and Members of Purchasing Committees for completion. Responses are individually reviewed for determination of potential conflicts. Those responses deemed to present potential conflicts are then presented to the Governance Committee (Sub-Committee of the Summa Health System Board of Directors). The Governance Committee reviews each response that presents a potential conflict and determines whether additional action is required to eliminate or mitigate the potential conflict. This annual conflict of interest questionnaire process is managed by the Corporate Compliance Department pursuant to the Summa Health System Policy on Conflict of Interest as approved by the Summa Health System 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. Disclosure Procedure: Any person with a conflicting interest in any transaction or arrangement is required to disclose the conflicting interest to the Board or committee considering such transaction or arrangement prior to or at the beginning of any meeting at which such transaction or arrangement is under consideration. The person with a conflicting interest is prohibited from using his/her personal influence on the matter but may briefly state his/her position on the transaction or arrangement and answer questions raised by members of the Board or committee. The person with a conflicting interest is prohibited from otherwise participating in the decision and may be required to leave the meeting during the discussion and vote on the transaction or arrangement. In addition, if appropriate, a non-interested person or committee may be appointed to investigate alternatives to the proposed transaction or arrangement. The minutes of Board meetings and committee meetings reflect whether any conflicting interests were disclosed, the nature of the conflicting interests, and the names of persons who were present for discussion and votes relating to the transaction or arrangement. |
| Form 990, Page 6, Part VI, Line 15a & 15b | Executive Compensation: The Compensation Committee of the Summa Health System Board of Directors meets at least twice each year to review and approve base compensation and total remuneration for executive staff. Each voting member of the Compensation Committee is an independent director and is not affiliated with management with the exception of one board member who is an independent contractor who recuses himself on voting regarding the CEO evaluation and compensation package. The Compensation Committee engages outside consulting support to provide independent market data, advice and counsel to the Compensation Committee. For the past four years, the Compensation Committee has used Hay Group, a nationally recognized consulting firm, to assist their efforts. The Hay Group provides the following services to the Compensation Committee: (a) education of Committee members regarding executive compensation trends and best practices in healthcare organizations; (b) assessment of the market competitiveness and reasonableness of Summa's executive compensation programs including base salary, incentive compensation, core and executive benefits, as well as their alignment with the mission and future performance expectations; (c) written, detailed evaluation of the market reasonableness of Summa's executive compensation and benefits program; and (d) ongoing support and independent advice to the Compensation Committee on matters related to executive compensation. Each year the Compensation Committee reviews and approves the compensation for the following positions: Summa Health System: President & CEO Senior Vice President, Finance & CFO Senior Vice President, Legal Services & General Counsel Senior Vice President, IT&S & CIO Senior Vice President, Service Lines, Ambulatory & Ancillary Senior Vice President, Planning & Marketing Senior Vice President & Chief Nursing Officer Senior Vice President, Human Resources Senior Vice President, Chief Medical Officer President, SummaCare Summa Akron City and St. Thomas Hospitals: President & COO Summa Foundation: President Summa Barberton Citizens Hospital & Summa Wadsworth-Rittman Hospital: President & COO Summa Physicians, Inc.: President Cuyahoga Falls General Hospital: Note: Cuyahoga Falls General Hospital did not employ a President & COO during 2013 |
| Form 990, Page 6, Part VI, Line 19 | Summa Health System makes its Conflicts of Interest policy available upon request. The Articles of Incorporation of Summa Health System and its related entities are available on the website of the Ohio Secretary of State (www.sos.state.oh.us). Summa Health System 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). |
| Form 990, Page 12, Part XI, Line 9 | Other Changes in Net Assets or Fund Balances: FASB 106 Post Retirement (44,069) Net Assets released from restriction 128,446 Minimum Pension Liability 26,813,193 Transfers between affiliates 28,050,757 Change in Trust Value 750,749 Other changes in Net Assets (361,400) ----------- Total Changes in Net Assets 55,337,676 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PURCHASED MEDICAL SERVICES TOTAL FEES:39878355 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PHYSICIAN SERVICES-AFFILIATE TOTAL FEES:52404016 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PHYSICIAN PRACTICE SUPPORT TOTAL FEES:24730957 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:NON-MEDICAL PURCHASED SERVICES TOTAL FEES:70707310 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:REPAIR & MAINTENANCE TOTAL FEES:13113267 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:COLLECTION SERVICES TOTAL FEES:6947477 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:HOSPICE SERVICES TOTAL FEES:3914611 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PERFUSION/BLOOD PROCESSING TOTAL FEES:3726787 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:AMBULANCE SERVICE TOTAL FEES:325945 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Summa Enterprise Group LLC | |||||||||
| 525 East Market Street | Akron | OH | 44304 | 030507853 | Consulting | OH | $2,737,204 | $19,411,709 | SACSTH |
| Summa Enterprise Group Properties LLC | |||||||||
| 525 East Market Street | Akron | OH | 44304 | 550837372 | Real Estate | OH | $0 | $0 | SEG |
| Akron Endoscopy ASC LLC | |||||||||
| 525 East Market Street | Akron | OH | 44309 | 621865245 | prof.med.svcs | OH | $0 | $0 | sacsth |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| St Thomas Medical Center Women's Board | ||||||||||
| 444 North Main Street | Akron | OH | 44310 | 346576575 | Support | OH | 3 | 11-I | SACSTH | false |
| Summa Health System Community | ||||||||||
| 525 East Market Street | Akron | OH | 44304 | 463018310 | Support Org | OH | Applied for | 11 | NA | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ohio Sleep Disorders Center | |||||||||||||
| 130 West Exchange Street | Akron | OH | 44302 | 341872278 | Office Physic | OH | SACSTH & SBH | related | $0 | $0 | false | $0 | 0.66670 |
| Summa Rehab Hospital LLC | |||||||||||||
| 4550 Lena Drive | Mechanicsburg | PA | 17055 | 271952573 | Rehab Hospita | OH | SACSTH | related | $12,567,497 | $4,814,205 | false | $0 | 0.52000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ohio Health Choice Inc | |||||||||||||||||
| 525 East Market Street | Akron | OH | 443041619 | 341895396 | PPO | OH | NA | C Corp | $2,575,718 | $2,752,112 | 0.80000 | Yes (true) | |||||
| Summa Insurance Company Inc | |||||||||||||||||
| 10 North Main Street | Akron | OH | 44308 | 341809108 | Prop/Cas. Ins | OH | NA | C Corp | $219,615,623 | $92,429,484 | 1.00000 | Yes (true) | |||||
| Summa Health System Corp | |||||||||||||||||
| 525 East Market Street | Akron | OH | 443041619 | 341515252 | Mgmt Services | OH | NA | C Corp | $761,754 | $6,733,783 | 1.00000 | Yes (true) | |||||
| Wadsworth-Rittman Prof Services Corp | |||||||||||||||||
| 195 Wadsworth Road | Wadsworth | OH | 442819504 | 010842997 | Prof. Med. Sv | OH | NA | C Corp | $0 | $10,237 | 1.00000 | Yes (true) | |||||
| Middlebury Assurance Company | |||||||||||||||||
| 980405096 | Self Insurance | NA | Foreign Corp | $13,635,724 | $65,267,485 | 1.00000 | Yes (true) | PO Box 1051 KY1-1102 | Grand Cayman | Cayman Islands | CJ | CJ | |||||
| SummaCare Inc | |||||||||||||||||
| 525 East Market Street | Akron | OH | 44309 | 341726655 | Insurance | OH | NA | C Corp | $277,579,780 | $104,838,092 | 1.00000 | Yes (true) | |||||
| Health Care Center Physicians Inc | |||||||||||||||||
| 525 East Market Street | Akron | OH | 443041619 | 341692767 | Inactive | OH | NA | C Corp | $0 | $0 | 1.00000 | Yes (true) | |||||
| Summa Accountable Care Organization | |||||||||||||||||
| 525 East Market Street | Akron | OH | 44304 | 273857055 | Contracting | OH | NA | C Corp | $3,595,001 | $2,569,026 | 1.00000 | Yes (true) | |||||
| Aris Teleradiology Holdings Inc | |||||||||||||||||
| 5655 Hudson Drive | Hudson | OH | 44236 | 453697866 | Radiology Svc | DE | SACSTH | C Corp | $12,789,339 | $5,337,617 | 0.57900 | false | |||||
| Summa Management Services Organization | |||||||||||||||||
| 10 North Main Street | Akron | OH | 44308 | 461145832 | Mgmt Services | OH | SHS Corp | C Corp | $35,161,961 | $9,308,891 | 1.00000 | Yes (true) | |||||
| Summa Integrated Services Organization | |||||||||||||||||
| 10 North Main Street | Akron | OH | 44308 | 461159251 | Mgmt Services | OH | SHS Corp | C Corp | $20,142,570 | $22,047,851 | 1.00000 | Yes (true) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (39 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Summa Rehab Hospital LLC | ||
| a | $2,586,679 | FMV |
| Summa Akron City and St Thomas Hospital | ||
| b | $212,252 | FMV |
| Summa Foundation | ||
| b | $845,165 | FMV |
| Summa Foundation | ||
| b | $100,000 | FMV |
| Summa Foundation | ||
| c | $212,252 | FMV |
| Summa Akron City and St Thomas Hospital | ||
| c | $845,165 | FMV |
| Summa Barberton Citizens Hospital | ||
| c | $100,000 | FMV |
| Summa Physicians Inc | ||
| j | $3,016,116 | FMV |
| Summa Physicians Inc | ||
| j | $223,595 | FMV |
| Summa Physicians Inc | ||
| j | $114,881 | FMV |
| Summa Akron City and St Thomas Hospital | ||
| k | $3,016,116 | FMV |
| Summa Barberton Citizens Hospital | ||
| k | $223,595 | FMV |
| The Wadsworth-Rittman Area Hospital Assn | ||
| k | $114,881 | FMV |
| Summa Akron City and St Thomas Hospital | ||
| l | $43,810,683 | cost |
| Summa Barberton Citizens Hospital | ||
| l | $7,200,473 | cost |
| The Wadsworth-Rittman Area Hospital Assn | ||
| l | $1,662,672 | cost |
| Summa Insurance Company Inc | ||
| l | $73,527,908 | FMV |
| Summa Insurance Company Inc | ||
| l | $11,086,919 | FMV |
| Summa Insurance Company Inc | ||
| l | $12,783,393 | FMV |
| Summa Insurance Company Inc | ||
| l | $3,750,964 | FMV |
| Summa Rehab Hospital LLC | ||
| l | $551,496 | FMV |
| Summa Health System | ||
| m | $1,032,648 | FMV |
| Summa Health System | ||
| m | $103,992 | FMV |
| Summa Health System | ||
| m | $80,208 | FMV |
| Summa Health System | ||
| m | $1,305,530 | FMV |
| Summa Physicians Inc | ||
| m | $43,810,683 | cost |
| Summa Physicians Inc | ||
| m | $7,200,473 | cost |
| Summa Physicians Inc | ||
| m | $1,662,672 | cost |
| Middlebury Assurance Company | ||
| m | $7,792,642 | FMV |
| Middlebury Assurance Company | ||
| m | $1,985,258 | FMV |
| Middlebury Assurance Company | ||
| m | $1,127,246 | FMV |
| Middlebury Assurance Company | ||
| m | $290,184 | FMV |
| Summa Integrated Services Organization | ||
| m | $1,495,245 | FMV |
| SummaCare Inc | ||
| m | $1,846,658 | FMV |
| Summa Health System | ||
| p | $26,579,941 | cost |
| Summa Health System | ||
| p | $5,782,043 | cost |
| Summa Health System | ||
| p | $2,142,996 | cost |
| Summa Health System | ||
| p | $1,417,884 | cost |
| Summa Health System | ||
| s | $5,199,999 | cost |
Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Predominate IncomePredominateIncomeDesc | All Partners C3 SAllPartnersC3SInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Crystal Clinic Orthopaedic Center LLC | ||||||||||||||
| 3925 Embassy Parkway 250 | Akron | OH | 44333 | 261130649 | Ortho Hospital | OH | related | false | $61,039,993 | $26,652,012 | false | $0 | false | 0.49650 |
| Summa Western Reserve Hospital LLC | ||||||||||||||
| 1900 23rd Street | Cuyahoga Falls | OH | 44223 | 263536780 | Hospital | OH | related | false | $45,982,000 | $10,467,352 | false | $0 | false | 0.40000 |