TRAILHEAD COMMUNITY HEALTH FUND OF GREATER AKRON: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TRAILHEAD COMMUNITY HEALTH FUND OF GREATER AKRON (EIN 34-1887844)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201343169349300434
- Schema version
- 2012v2.1
- 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 D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-11T14:34:47-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 2600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341887844 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Summa Health System | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % BRIAN K DERRICK | InCareOfName |
| Name Control | SUMM | NameControl |
| Phone | 3303753196 | Phone |
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 | 44309 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brian K Derrick | Name |
| Title | CFO | Title |
| Phone | 3303753196 | Phone |
| Date Signed | 2013-11-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | THOMAS J STRAUSS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 EAST MARKET STREET | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44309 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14904605 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.summahealth.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | The mission of Summa Health System is to provide the highest quality, compassionate care to patients and members and contribute to a healthier community. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 23 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 1138735 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 338876 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9043825 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11443688 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 298375 | InvestmentIncomePriorYear |
| Investment Income Current Year | 231872 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -55070 | OtherRevenuePriorYear |
| Other Revenue Current Year | 182792 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9287130 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11858352 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 15000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 15000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2251521 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2273882 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2308011 | OtherExpensePriorYear |
| Other Expenses Current Year | 2044308 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4574532 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4333190 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4712598 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7525162 | RevenuesLessExpensesCY |
| Total Assets BOY | 104484276 | TotalAssetsBOY |
| Total Assets EOY | 109314398 | TotalAssetsEOY |
| Total Liabilities BOY | 21937847 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 19319238 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 82546429 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 89995160 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF SUMMA HEALTH SYSTEM IS TO PROVIDE THE HIGHEST QUALITY, COMPASSIONATE CARE TO PATIENTS AND MEMBERS AND CONTRIBUTE TO A HEALTHIER COMMUNITY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3536235 | Expense |
| Grants | 0 | Grants |
| Revenue | 3809676 | Revenue |
| Description | Summa Health Network, LLC, a disregarded entity of Summa Health System, partners with community physicians, regional and national payers to improve the clinical quality and efficiency of care, lower the cost of care to patients and employers and assist physicians with technology and resources necessary to achieve these goals. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 250000 | Expense |
| Grants | 15000 | Grants |
| Revenue | 7634012 | Revenue |
| Description | Summa Health System directs the activities of the System so that all System resources and assets are best allocated and utilized for the benefit of the community. Summa Health System represents the collaborative efforts of health care providers to better administer, manage, provide and plan for the delivery of a full-range of health care services to all persons within the communities served by Summa Health System without regard to the race, creed, color, national origin or economic status of such persons. See Summa Health System Group Return (EIN 90-0640432) for further details. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3786235 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | true | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 54 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 23 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BRIAN K DERRICK | NamePerson |
| Telephone Number | 3303753196 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 EAST MARKET STREET | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44309 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| Michael Bage MD | ||||||||||
| Director | 2.0 | 48.0 | X | 0 | 501608 | 11162 | ||||
| Vincent DiGirolamo | ||||||||||
| Director | 2.0 | 4.0 | X | 0 | 0 | 0 | ||||
| Daniel Finelli MD | ||||||||||
| Director | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Robert Flora MD | ||||||||||
| Director | 2.0 | 48.0 | X | 0 | 301825 | 14555 | ||||
| William Ginter | ||||||||||
| Director (term 02/2012) | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Russell Gregory | ||||||||||
| Director | 2.0 | 4.0 | X | 0 | 0 | 0 | ||||
| Stephen Hailer | ||||||||||
| Director | 2.0 | 4.0 | X | 0 | 0 | 0 | ||||
| Thomas Harnden | ||||||||||
| Director | 2.0 | 4.0 | X | 0 | 0 | 0 | ||||
| Thomas Knoll | ||||||||||
| Director | 2.0 | 48.0 | X | 0 | 214908 | 0 | ||||
| David Lieberth | ||||||||||
| Director | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Anthony Lockhart | ||||||||||
| Director | 2.0 | 4.0 | X | 0 | 0 | 0 | ||||
| Michael Maggio MD | ||||||||||
| Director | 2.0 | 48.0 | X | 0 | 216594 | 15464 | ||||
| Richard Marsh | ||||||||||
| Director | 2.0 | 2.0 | X | 0 | 0 | 0 | ||||
| James McIlvaine | ||||||||||
| Director | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Dale Murphy MD | ||||||||||
| Director | 2.0 | 48.0 | X | 0 | 572275 | 47495 | ||||
| Joseph Myers MD | ||||||||||
| Director | 2.0 | 48.0 | X | 0 | 481339 | 12387 | ||||
| Joseph Nienaltowski DO | ||||||||||
| Director | 2.0 | 2.0 | X | 0 | 0 | 0 | ||||
| Gordon Ober | ||||||||||
| Director | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Theresa Proenza | ||||||||||
| Director | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Robert Schaal MD | ||||||||||
| Director | 2.0 | 10.0 | X | 0 | 75000 | 0 | ||||
| Martin Spector | ||||||||||
| Director & Treasurer | 4.0 | 2.0 | X | 0 | 0 | 0 | X | |||
| Leila Vespoli | ||||||||||
| Director | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Jeffrey Wright MD | ||||||||||
| Director | 2.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Joseph Zarconi MD | ||||||||||
| Director | 2.0 | 48.0 | X | 0 | 517890 | 57992 | ||||
| Norman Wells | ||||||||||
| Director & Chairman | 2.0 | 4.0 | X | 0 | 0 | 0 | X | |||
| Thomas Strauss | ||||||||||
| Director & System Pres/CEO | 4.0 | 46.0 | X | 0 | 1434283 | 114053 | X | |||
| William Powel III | ||||||||||
| Secretary | 4.0 | 46.0 | 0 | 616537 | 67761 | X | ||||
| Brian Derrick | ||||||||||
| System CFO | 4.0 | 46.0 | 0 | 691767 | 0 | X | ||||
| Charles Vignos | ||||||||||
| VP, Summa Health Network | 50.0 | 0.0 | 359738 | 0 | 47306 | X | ||||
| Charles Ross MD | ||||||||||
| Chief Medical Officer | 4.0 | 46.0 | 0 | 431078 | 37722 | X | ||||
| Robert Harrigan | ||||||||||
| System COO | 4.0 | 46.0 | 0 | 993301 | 86844 | X | ||||
| Gregory Kall | ||||||||||
| VP, CIO | 4.0 | 46.0 | 0 | 433827 | 52595 | X | ||||
| Martin Hauser | ||||||||||
| President, SummaCare | 4.0 | 46.0 | 0 | 635064 | 59084 | X | ||||
| Kyle Klawitter | ||||||||||
| VP, System HR | 4.0 | 46.0 | 0 | 433025 | 44285 | X | ||||
| Unhee Kim | ||||||||||
| VP, Clinical Services | 4.0 | 46.0 | 0 | 565965 | 61983 | X | ||||
| Patrice Lange | ||||||||||
| VP, System Marketing | 4.0 | 46.0 | 0 | 423364 | 43871 | X | ||||
| Thomas O'Neill | ||||||||||
| VP, Summa Hospitals CFO | 4.0 | 46.0 | 0 | 468430 | 57141 | X | ||||
| Mary Ward | ||||||||||
| VP, Chief Nursing Officer | 4.0 | 46.0 | 0 | 512094 | 50340 | X | ||||
| Kevin Theiss | ||||||||||
| VP, System Revenue Cycle | 4.0 | 46.0 | 0 | 290205 | 29994 | X | ||||
| Michael Hillman MD | ||||||||||
| VP, Chief Med/Qual Officer | 4.0 | 46.0 | 0 | 786414 | 0 | X | ||||
| A Gus Kious MD | ||||||||||
| President, SPI | 4.0 | 46.0 | 0 | 324308 | 339 | X | ||||
| Jeffrey Price | ||||||||||
| Top 5 HCE | 50.0 | 0.0 | 146666 | 0 | 12405 | X | ||||
| Laura McCafferty | ||||||||||
| Top 5 HCE | 50.0 | 0.0 | 107456 | 0 | 274 | X | ||||
| Kathleen Rice | ||||||||||
| Former officer | 0.0 | 0.0 | 0 | 148439 | 90 | X | ||||
| Jay Williamson MD | ||||||||||
| Former Key Employee | 0.0 | 50.0 | 0 | 288897 | 536 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 613860 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 12358437 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 925678 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| HEALTHCARE REVENUE | 524298 | 3809676 | 3809676 | |
| PROGRAM RELATED INVESTMENTS | 900099 | 7634012 | 6443723 | 1190289 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11443688 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 231872 | TotalRevenueColumn |
| Exclusion | $231,872 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3229045 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3046253 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 182792 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 182792 | TotalRevenueColumn |
| Unrelated Business Revenue | -51554 | UnrelatedBusinessRevenue |
| Exclusion | $234,346 | ExclusionAmount |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11858352 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10253399 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1138735 | UnrelatedBusinessRevenue |
| Exclusion | $466,218 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15000 | Total |
| Program Services | 15000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 407044 | Total |
| Program Services | 407044 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1251495 | Total |
| Program Services | 1251495 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34822 | Total |
| Program Services | 34822 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 473966 | Total |
| Program Services | 473966 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106555 | Total |
| Program Services | 106555 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81064 | Total |
| Program Services | 68440 | ProgramServices |
| Management And General | 12624 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107832 | Total |
| Program Services | 100707 | ProgramServices |
| Management And General | 7125 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17894 | Total |
| Program Services | 17894 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113726 | Total |
| Program Services | 113726 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319557 | Total |
| Program Services | 319557 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 399074 | Total |
| Program Services | 201481 | ProgramServices |
| Management And General | 197593 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13025 | Total |
| Program Services | 13025 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48177 | Total |
| Program Services | 48177 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 373576 | Total |
| Program Services | 373576 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| TAX EXPENSE | 329613 | 329613 | |
| SPONSORSHIPS | 235000 | 235000 | |
| DUES & LICENSES | 5770 | 5770 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4333190 | Total |
| Program Services | 3786235 | ProgramServices |
| Management And General | 546955 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200 | BOY |
| EOY | 200 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16416629 | BOY |
| EOY | 8627106 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12126053 | BOY |
| EOY | 11329458 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 32536298 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 20698785 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14048848 | BOY |
| EOY | 11837513 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12158670 | BOY |
| EOY | 12316159 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46524672 | BOY |
| EOY | 62224758 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3209204 | BOY |
| EOY | 2979204 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104484276 | BOY |
| EOY | 109314398 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3447437 | BOY |
| EOY | 3373479 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3209204 | BOY |
| EOY | 2975315 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 406417 | BOY |
| EOY | 439167 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14874789 | BOY |
| EOY | 12531277 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21937847 | BOY |
| EOY | 19319238 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82546429 | BOY |
| EOY | 89995160 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82546429 | BOY |
| EOY | 89995160 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104484276 | BOY |
| EOY | 109314398 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 7525162 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -76431 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (6 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | AmountAmount |
|---|---|---|---|
| SUMMA AKRON CITY AND ST THOMAS HOSPITALS | |||
| 340714755 | 03 | true | $0 |
| THE WADSWORTH-RITTMAN AREA HOSPITAL ASSOCIATION | |||
| 346549371 | 03 | true | $0 |
| SUMMA BARBERTON CITIZENS HOSPITAL | |||
| 261375072 | 03 | true | $0 |
| SUMMA FOUNDATION (FKA SACSTHF) | |||
| 341219001 | 07 | true | $0 |
| CUYAHOGA FALLS GENERAL HOSPITAL | |||
| 340718383 | 09 | true | $0 |
| FORMER SUMMA FOUNDATION (MERGED 612012) | |||
| 320323002 | 07 | true | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 6 | TotalNumberOfSupportedOrgs |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15896470 | BeginningOfYearBalance |
| Contributions | 347618 | Contributions |
| Investment Earnings Or Losses | 486766 | InvestmentEarningsOrLosses |
| End Of Year Balance | 16730854 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15633841 | BeginningOfYearBalance |
| Contributions | 113108 | Contributions |
| Investment Earnings Or Losses | 149521 | InvestmentEarningsOrLosses |
| End Of Year Balance | 15896470 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13145135 | BeginningOfYearBalance |
| Contributions | 2481325 | Contributions |
| Investment Earnings Or Losses | 7380 | InvestmentEarningsOrLosses |
| End Of Year Balance | 15633840 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13311624 | BeginningOfYearBalance |
| Contributions | -183166 | Contributions |
| Investment Earnings Or Losses | 16677 | InvestmentEarningsOrLosses |
| End Of Year Balance | 13145135 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9445067 | BeginningOfYearBalance |
| Contributions | 3890076 | Contributions |
| Investment Earnings Or Losses | -23519 | InvestmentEarningsOrLosses |
| End Of Year Balance | 13311624 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 30511298 | OtherCostOrOtherBasis |
| Depreciation | 19180571 | Depreciation |
| Book Value | 11330727 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19978 | OtherCostOrOtherBasis |
| Depreciation | 19423 | Depreciation |
| Book Value | 555 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2005022 | OtherCostOrOtherBasis |
| Depreciation | 1498791 | Depreciation |
| Book Value | 506231 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 11837513 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| OHIO HEALTH CHOICE, INC | 1356007 | F |
| MIDDLEBURY ASSURANCE COMPANY | 26556349 | F |
| SUMMACARE, INC | 1000000 | C |
| SUMMA INSURANCE COMPANY | 25226327 | C |
| SUMMA INTEGRATED SERVICES ORG | 8086075 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 62224758 | TotalOfBookValueProgramRelated |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Line 2, FIN 48 (ASC 70) 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 SHS 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 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 of 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 within the income tax expense account. |
| Part V, Line 4 | Endowment funds provide income to be used to fulfill the tax-exempt purposes of Summa Foundation. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Central America and the Caribbean | Program Services | Self Insurance | 52218076 |
| Central America and the Caribbean | Unrelated Trade or Business | 62713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 52280789 | SubtotalAmountSpent |
| Total Amount Spent | 52280789 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 3 (1), Col f | Identifier |
| Explanation | Investment $51,568,410 Expenses $ 649,666 | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Akron | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 Buchtel Common | AddressLine1 |
| City | Akron | City |
| State | OH | State |
| ZIP Code | 44301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 346002924 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 15000 | AmountOfCashGrant |
| Purpose Of Grant | Educational | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 2 | Identifier |
| Explanation | The procedure for monitoring grant funds is based on the criteria established prior to awarding the grant or assistance. Once the criteria is met, a payment will be made to the University or agency utilizing the funds. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (26 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael Bage MD | ||||||||||||||
| Director | 0 | 404384 | 0 | 96624 | 0 | 600 | 0 | 0 | 0 | 11162 | 0 | 512770 | 0 | 0 |
| Robert Flora MD | ||||||||||||||
| Director | 0 | 292303 | 0 | 7902 | 0 | 1620 | 0 | 0 | 0 | 14555 | 0 | 316380 | 0 | 0 |
| Thomas Knoll | ||||||||||||||
| Director | 0 | 214908 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 214908 | 0 | 0 |
| Michael Maggio MD | ||||||||||||||
| Director | 0 | 214661 | 0 | 1093 | 0 | 840 | 0 | 0 | 0 | 15464 | 0 | 232058 | 0 | 0 |
| Dale Murphy MD | ||||||||||||||
| Director | 0 | 360038 | 0 | 127945 | 0 | 84292 | 0 | 36383 | 0 | 11112 | 0 | 619770 | 0 | 28865 |
| Joseph Myers MD | ||||||||||||||
| Director | 0 | 385016 | 0 | 96323 | 0 | 0 | 0 | 0 | 0 | 12387 | 0 | 493726 | 0 | 0 |
| Joseph Zarconi MD | ||||||||||||||
| Director | 0 | 301596 | 0 | 126451 | 0 | 89843 | 0 | 47612 | 0 | 10380 | 0 | 575882 | 0 | 36586 |
| Thomas Strauss | ||||||||||||||
| Director & System Pres/CEO | 0 | 764126 | 0 | 379050 | 0 | 291107 | 0 | 102923 | 0 | 11130 | 0 | 1548336 | 0 | 81772 |
| William Powel III | ||||||||||||||
| Secretary | 0 | 351398 | 0 | 143770 | 0 | 121369 | 0 | 54022 | 0 | 13739 | 0 | 684298 | 0 | 38653 |
| Brian Derrick | ||||||||||||||
| System CFO | 0 | 473268 | 0 | 98515 | 0 | 119984 | 0 | 0 | 0 | 0 | 0 | 691767 | 0 | 0 |
| Charles Vignos | ||||||||||||||
| VP, Summa Health Network | 225000 | 0 | 75577 | 0 | 59161 | 0 | 27296 | 0 | 20010 | 0 | 407044 | 0 | 14573 | 0 |
| Charles Ross MD | ||||||||||||||
| Chief Medical Officer | 0 | 248304 | 0 | 86468 | 0 | 96306 | 0 | 27494 | 0 | 10228 | 0 | 468800 | 0 | 17758 |
| Robert Harrigan | ||||||||||||||
| System COO | 0 | 541403 | 0 | 242971 | 0 | 208927 | 0 | 76009 | 0 | 10835 | 0 | 1080145 | 0 | 57726 |
| Gregory Kall | ||||||||||||||
| VP, CIO | 0 | 260569 | 0 | 106446 | 0 | 66812 | 0 | 42327 | 0 | 10268 | 0 | 486422 | 0 | 28546 |
| Martin Hauser | ||||||||||||||
| President, SummaCare | 0 | 344302 | 0 | 140752 | 0 | 150010 | 0 | 59084 | 0 | 0 | 0 | 694148 | 0 | 39068 |
| Kyle Klawitter | ||||||||||||||
| VP, System HR | 0 | 239730 | 0 | 97180 | 0 | 96115 | 0 | 38723 | 0 | 5562 | 0 | 477310 | 0 | 25732 |
| Unhee Kim | ||||||||||||||
| VP, Clinical Services | 0 | 332183 | 0 | 133797 | 0 | 99985 | 0 | 49797 | 0 | 12186 | 0 | 627948 | 0 | 34198 |
| Patrice Lange | ||||||||||||||
| VP, System Marketing | 0 | 239086 | 0 | 98814 | 0 | 85464 | 0 | 38835 | 0 | 5036 | 0 | 467235 | 0 | 28012 |
| Thomas O'Neill | ||||||||||||||
| VP, Summa Hospitals CFO | 0 | 250613 | 0 | 120346 | 0 | 97471 | 0 | 46357 | 0 | 10784 | 0 | 525571 | 0 | 18784 |
| Mary Ward | ||||||||||||||
| VP, Chief Nursing Officer | 0 | 313291 | 0 | 122047 | 0 | 76756 | 0 | 44944 | 0 | 5396 | 0 | 562434 | 0 | 30136 |
| Kevin Theiss | ||||||||||||||
| VP, System Revenue Cycle | 0 | 175577 | 0 | 60904 | 0 | 53724 | 0 | 15900 | 0 | 14094 | 0 | 320199 | 0 | 11084 |
| Michael Hillman MD | ||||||||||||||
| VP, Chief Med/Qual Officer | 0 | 305730 | 0 | 160370 | 0 | 320314 | 0 | 0 | 0 | 0 | 0 | 786414 | 0 | 0 |
| Jeffrey Price | ||||||||||||||
| Top 5 HCE | 132314 | 0 | 12972 | 0 | 1380 | 0 | 0 | 0 | 12405 | 0 | 159071 | 0 | 0 | 0 |
| Jay Williamson MD | ||||||||||||||
| Former Key Employee | 0 | 192738 | 0 | 55915 | 0 | 40244 | 0 | 0 | 0 | 536 | 0 | 289433 | 0 | 0 |
| Kathleen Rice | ||||||||||||||
| Former officer | 0 | 936 | 0 | 0 | 0 | 147503 | 0 | 0 | 0 | 90 | 0 | 148529 | 0 | 0 |
| A Gus Kious MD | ||||||||||||||
| President, SPI | 0 | 258097 | 0 | 0 | 0 | 66211 | 0 | 0 | 0 | 339 | 0 | 324647 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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, and tax preparation services were paid on behalf of certain officers. The personal use is reflected as wages. |
| Part I, Line 4a | In 2012, Kathleen Rice received $148,529 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 2012: Thomas J. Strauss $91,848, Joseph Zarconi, MD $36,551, William A. Powel, III $42,842, Thomas P. O'Neill $35,181, Robert Harrigan $64,838, Martin Hauser $42,084 Gregory Kall $31,749, Unhee Kim $40,593, Kyle Klawitter $29,120, Patrice Lange $28,857, Kevin Theiss $14,523, Charles Vignos $17,783, Mary H. Ward $37,444, Dale P. Murphy, MD $28,883, and Charles E. Ross, MD $20,030. |
| Part I, Line 7 | Summa Health System management incentive program is designed to reward employees for meeting quality performance and financial targets. These include clinical quality, patient satisfaction, employee/physician satisfaction, net operating income and the strengthening of the balance sheet. Payment is based on a factor of base compensation and is subject to review and approval by Summa's Compensation Committee. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | OAPO LLC | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Part V | Relationship |
| Amount Of Transaction | 912506 | AmountOfTransaction |
| Description Of Transaction | Lease payments | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule L, Part IV, Business Transactions | Identifier |
| Explanation | The following person(s) have a financial interest in OAPO, LLC: William Ginter, director, is a principal of OAPO, LLC. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Page 5, Part V, Line 2a | Summa Akron City and St. Thomas Hospitals (SACSTH) 34-0714755 is the paymaster for Summa Health System. All wages of Summa Health System have been appropriately included in the payroll related reporting and tax filings of SACSTH. Summa Health System employees are included as part of the SACSTH payroll tax filings, the employees and related expenses are shown on the Summa Health System Form 990. |
| Form 990, Page 6, Part VI, Line 2 | Richard Marsh, Leila Vespoli, and Anthony Lockhart have a business relationship through First Energy: Leila Vespoli is employed as an officer at First Energy and Richard Marsh and Anthony Lockhart are retired officers of First Energy. Thomas O'Neill and Mary Ward have a business relationship through Crystal Clinic Orthopaedic Center, LLC: both are Directors of Crystal Clinic Orthopaedic Center, LLC. Stephen Hailer, Thomas Knoll, Thomas Strauss, and William A. Powel, III have a business relationship: all are Directors of Summa Western Reserve Hospital, LLC. Thomas O'Neill and Unhee Kim have a business relationship through ARIS Teleradiology Holdings, Inc. and through ARIS Teleradiology Professional Corporation: each is a Director of both entities. |
| Form 990, Page 6, Part VI, Line 7a | Summa Health System - the following entities had the right to elect directors to Summa Health System during fiscal year 2012: (i) The medical staff of Summa Akron City and St. Thomas Hospitals elects six (6) physicians to be directors of Summa Health System. These are the President of the Medical Staff, Vice President of the Medical Staff, Immediate Past President of the Medical Staff, and three (3) other members of the medical staff. (ii) The Board of Directors of Cuyahoga Falls General Hospital elects two (2) directors. (iii) The Board of Directors of Summa Barberton Citizens Hospital elects one (1) director. (iv) The Board of Directors of Summa Wadsworth-Rittman Hospital elects one (1) director. |
| Form 990, Page 6, Part VI, Line 11b | This Form 990 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 System Vice President, Finance & CFO and the System Vice President, Legal Services & General Counsel. This detailed review occurred in early October 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 mid-October 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. After this review by the Committee on Governance, and prior to filing with the IRS, an email was sent to each voting member of the Board of Directors. This email included instructions and a link to a password-protected web site on which the entire Form 990 was available for viewing. |
| Form 990, 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 15 | 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. The Compensation Committee engages outside consulting support to provide independent market data, advice and counsel to the Compensation Committee. For the past three 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 System Vice President, Finance & CFO System Vice President, Legal Services & General Counsel System Vice President, IT&S & CIO System Vice President, Service Lines, Ambulatory & Ancillary System Vice President, Planning & Marketing System Vice President & Chief Nursing Officer System Vice President, Human Resources System Vice President, Quality & Medical Affairs |
| Form 990, Page 6, Part VI, Line 18 | This Form 990 is posted on the organization's website at www.summahealth.org. |
| Form 990, Page 6, Part VI, Line 19 | Summa Health System makes its Conflicts of Interest Policy available on its website (www.summahealth.org). 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). The financial statements are available through the Electronic Municipal Market Access (www.emma.msrb.org). |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Summa Health Network LLC | |||||||||
| 525 East Market Street | Akron | OH | 44304 | 341887844 | Contracting | OH | 4009906 | 28082215 | SHS |
| Summa Barberton Wadsworth-Rittman Hosp | |||||||||
| 525 East Market Street | Akron | OH | 44304 | Holding Co | OH | 0 | 0 | SHS | |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ohio Sleep Disorders Centers LLC | ||||||||||||||
| 130 W Exchange | Akron | OH | 44302 | 341872278 | Phys. offices | OH | NA | related | 0 | 0 | false | $0 | false | 0.66600 |
| Summa Rehab Hospital LLC | ||||||||||||||
| 29 North Adams Street | Akron | OH | 44304 | 271952573 | Rehab Hospital | OH | SACSTH | related | 7915911 | 2999783 | false | $0 | false | 0.52000 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ohio Health Choice Inc | |||||||||||||
| 525 East Market Street | Akron | OH | 44304 | 341895396 | PPO | OH | SHS Corp | C Corp | |||||
| Summa Insurance Company Inc | |||||||||||||
| 10 North Main Street | Akron | OH | 44308 | 341809108 | Prop/Cas Ins | OH | SHS Corp | C Corp | |||||
| Summa Health System Corp | |||||||||||||
| 525 East Market Street | Akron | OH | 44304 | 341515252 | Mgmt Svcs | OH | SHS | C Corp | |||||
| Wadsworth Rittman Hosp Prof Svc Corp | |||||||||||||
| 195 Wadsworth Rd | Wadsworth | OH | 44281 | 010842997 | Prof Med Svcs | OH | SHS Corp | C Corp | |||||
| Middlebury Assurance Company | |||||||||||||
| 980405096 | Self Insuranc | SHS | Foreign Co | PO Box 1051 KY1-1102 | Grand Cayman | Cayman Islands | CJ | CJ | |||||
| SummaCare Inc | |||||||||||||
| 10 North Main Street | Akron | OH | 44308 | 341726655 | Prop/Cas Ins | OH | SIC | C Corp | |||||
| Aris Teleradiology Holdings Inc | |||||||||||||
| 5655 Hudson Drive Suite 210 | Hudson | OH | 44236 | 453697866 | Radiology Svc | OH | SACSTH | C Corp | |||||
| Summa Accountable Care Organization | |||||||||||||
| 525 East Market Street | Akron | OH | 44304 | 273857055 | Contracting | OH | SHS | C Corp | |||||
| Health Care Centers Physicians Inc | |||||||||||||
| 1900 23rd Street | Cuyahoga Falls | OH | 44223 | 341692767 | Inactive | OH | SHS Corp | C Corp | |||||
| Summa Management Services Organization | |||||||||||||
| 10 North Main Street | Akron | OH | 44308 | 461145832 | Mgmt services | OH | SHS Corp | C Corp | |||||
| Summa Integrated Services Organization | |||||||||||||
| 10 North Main Street | Akron | OH | 44308 | 461159251 | Mgmt services | OH | SHS Corp | C Corp | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SummaCare Inc | ||
| a | 2233582 | FMV |
| Summa Akron City & St Thomas Hospitals | ||
| a | 719730 | FMV |
| Ohio Health Choice Inc | ||
| a | 74250 | FMV |
| Summa Physicians Inc | ||
| l | 1078230 | FMV |
| Summa Akron City and St Thomas Hospitals | ||
| l | 532644 | FMV |
| Summa Barberton Citizens Hospital | ||
| l | 103992 | FMV |
| The Wadsworth-Rittman Area Hospital Assn | ||
| l | 83211 | FMV |
| SummaCare Inc | ||
| l | 912288 | FMV |