WELLSPAN SUMMIT HEALTH: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WELLSPAN SUMMIT HEALTH (EIN 25-1515371)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-14
IRS object ID
201921349349306202
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-14T13:38:39-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN520783935PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH ELLIOTT KEARNS & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line119 BROOKWOOD AVE STE 101AddressLine1Txt
CityCARLISLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP17015ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251515371EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUMMIT HEALTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUMMBusinessNameControlTxt
Phone7172673000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1112 NORTH SEVENTH STREETAddressLine1Txt
CityCHAMBERSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIMBERLY M RZOMPPersonNm
Person TitleTREASURER/VP & CFOPersonTitleTxt
Phone0717267300PhoneNum
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY P HALL CPAPreparerPersonNm
PTINP00156653PTIN
Phone7172439104PhoneNum
Preparation2019-05-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.192.7.141IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-14IPDt
IP Tm13:38:39IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6CBB79C053B248571C9CF37C921E5AD012119690AtSubmissionCreationDeviceId
At Submission Filing Device IdF292BA449C1BF8BBA7F8F0BF46EB3EDD96736C0FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKIMBERLY M RZOMPPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1112 N SEVENTH STREETAddressLine1Txt
CityCHAMBERSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$749,336GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SUMMITHEALTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionSUMMIT HEALTH IS A NOT-FOR-PROFIT, LOCAL AND REGIONAL NETWORK OF HEALTH CARE PROVIDERS COMMITTED TO THE IMPROVEMENT OF THE HEALTH AND WELL-BEING OF THE PEOPLE LIVING IN COMMUNITIES WE SERVE IN FRANKLIN COUNTY AND SURROUNDING AREAS.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$626,550PYContributionsGrantsAmt
CY Contributions Grants$717,719CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$500PYInvestmentIncomeAmt
CY Investment Income$974CYInvestmentIncomeAmt
PY Other Revenue$53,255PYOtherRevenueAmt
CY Other Revenue$30,643CYOtherRevenueAmt
PY Total Revenue$680,305PYTotalRevenueAmt
CY Total Revenue$749,336CYTotalRevenueAmt
PY Grants And Similar Paid$591,681PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$612,578CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$637,215PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$642,716CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$466,297PYOtherExpensesAmt
CY Other Expenses$461,877CYOtherExpensesAmt
PY Total Expenses$1,695,193PYTotalExpensesAmt
CY Total Expenses$1,717,171CYTotalExpensesAmt
PY Revenues Less Expenses-$1,014,888PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$967,835CYRevenuesLessExpensesAmt
Total Assets BOY$2,919,852TotalAssetsBOYAmt
Total Assets EOY$4,950,838TotalAssetsEOYAmt
Total Liabilities BOY$1,506,953TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,365,231TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,412,899NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$585,607NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSUMMIT HEALTH IS A NOT-FOR-PROFIT, LOCAL AND REGIONAL NETWORK OF HEALTH CARE PROVIDERS COMMITTED TO THE IMPROVEMENT OF THE HEALTH AND WELL-BEING OF THE PEOPLE LIVING IN COMMUNITIES WE SERVE IN FRANKLIN COUNTY AND SURROUNDING AREAS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$612,578ExpenseAmt
Grant$612,578GrantAmt
DescTHE PRIMARY PROGRAM SERVICE EXPENSES ARE GENERAL AND ADMINISTRATIVE COSTS ASSOCIATED WITH THE OPERATIONS OF THE ENTITES OF SUMMITH HEALTH. CONTRIBUTIONS ARE RAISED ON BEHALF OF CHAMBERSBURG HOSPITAL, WAYNESBORO HOSPITAL AND CHAMBERSBURG HEALTH SERVICES, AS WELL AS OTHER AFFILIATED ORGANIZATIONS. VARIOUS COMMUNITY HEALTH PROGRAMS ARE SUPPORTED AND ADMINISTERED BY THE ORGANIZATION.Desc
Total Program Service Expenses$612,578TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIMBERLY M RZOMP VPCFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7172673000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1112 NORTH SEVENTH STREETAddressLine1Txt
CityCHAMBERSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17201ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
NANCY MYERS
CHAIR0.240.36Yes (X)Yes (X)$0$0$0
R WILLIAM HAPPEL
VICE-CHAIR0.270.83Yes (X)Yes (X)$0$0$0
KIMBERLY M RZOMP
TREASURER/VP6.4634.58Yes (X)Yes (X)$72,813$412,603$71,976
PATRICK W O'DONNELL
PRESIDENT7.1535.55Yes (X)Yes (X)$129,391$733,217$271,314
J EDWARD BECK
DIRECTOR0.230.35Yes (X)$0$0$0
DEMAREE DEARDORFF
DIRECTOR0.170.20Yes (X)$0$0$0
PHILIP FAGUE
DIRECTOR0.230.16Yes (X)$0$0$0
DR RICHARD MARKS
DIRECTOR0.270.44Yes (X)$0$0$0
CHERYL PLUMMER
DIRECTOR0.270.78Yes (X)$0$0$0
DR ROGER ROBERTSON
DIRECTOR0.2440.00Yes (X)$0$625,920$24,650
RODGER SAVAGE
DIRECTOR0.230.22Yes (X)$0$0$0
PAUL SCHEMEL
DIRECTOR0.240.35Yes (X)$0$0$0
DR JOSEPH THORNTON
DIRECTOR0.210.15Yes (X)$0$0$0
MICHELE ZEIGLER
VP OF INFORM2.0038.00$16,392$311,466$57,331Yes (X)
BARBARA ROSSINI
VP FOR COMMU6.0034.00$41,175$233,329$49,741Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$259,771TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,316,535TotReportableCompRltdOrgAmt
Total Other Compensation$475,012TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAUFMAN HALL & ASSOCIATES LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 S WACKER DRIVE SUITE 3375AddressLine1Txt
Address Line2SAddressLine2Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
ServicesCONSULTINGServicesDesc
Compensation$284,291CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$717,719AllOtherContributionsAmt
Noncash Contributions$23,575NoncashContributionsAmt
Total Contributions$717,719TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$974TotalRevenueColumnAmt
Exclusion$974ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescINCENTIVES/REBATESDesc
Business621110BusinessCd
Total Revenue Column$30,643TotalRevenueColumnAmt
Related Or Exempt Func Income$30,643RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$30,643OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$749,336TotalRevenueColumnAmt
Related Or Exempt Func Income$30,643RelatedOrExemptFuncIncomeAmt
Exclusion$974ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$612,578TotalAmt
Program Services$612,578ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$337,564TotalAmt
Management And General$337,564ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$242,052TotalAmt
Management And General$242,052ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$36,649TotalAmt
Management And General$36,649ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$26,451TotalAmt
Management And General$26,451ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$28,484TotalAmt
Management And General$28,484ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,609TotalAmt
Management And General$35,609ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$214,843TotalAmt
Management And General$214,843ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$42,301TotalAmt
Management And General$42,301ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$95,846TotalAmt
Management And General$95,846ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$66TotalAmt
Management And General$66ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$14,481TotalAmt
Management And General$14,481ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
SUPPLIES$28,683$28,683
DUES$1,143$1,143
MISCELLANEOUS EXPENSE$421$421

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,717,171TotalAmt
Program Services$612,578ProgramServicesAmt
Management And General$1,104,593ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$784,841BOYAmt
EOY$677,568EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$77,000BOYAmt
EOY$77,000EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$792,842BOYAmt
EOY$792,842EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,265,169BOYAmt
EOY$3,403,428EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,919,852BOYAmt
EOY$4,950,838EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,472,009BOYAmt
EOY$4,335,069EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$34,944BOYAmt
EOY$30,162EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,506,953BOYAmt
EOY$4,365,231EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,406,124BOYAmt
EOY$551,494EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,775BOYAmt
EOY$34,113EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,412,899BOYAmt
EOY$585,607EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,919,852BOYAmt
EOY$4,950,838EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$967,835ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$140,543OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$838,327CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$702,681CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$817,839CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$626,550CurrentTaxYearMinus1YearAmt
Current Tax Year$737,016CurrentTaxYearAmt
Total$3,722,413TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$838,327CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$702,681CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$817,839CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$626,550CurrentTaxYearMinus1YearAmt
Current Tax Year$737,016CurrentTaxYearAmt
Total$3,722,413TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,969,442SubstantialContributorsTotAmt
Public Support Total170$1,752,971PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$440,773CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,430CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$570CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$500CurrentTaxYearMinus1YearAmt
Current Tax Year$974CurrentTaxYearAmt
Total$453,247TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48,737CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,742CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,127CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,255CurrentTaxYearMinus1YearAmt
Current Tax Year$30,643CurrentTaxYearAmt
Total$207,504TotalAmt
FieldValueIRS element (for citing)
Total Support$4,383,164TotalSupportAmt
Gross Receipts Rltd Activities$30,643GrossReceiptsRltdActivitiesAmt
Public Support CY1700.39990PublicSupportCY170Pct
Public Support PY1700.47320PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationINCENTIVE/REBATE INCOME 207,504ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CHART SERVICES INVESTMENT$290,119C
VHA INVESTMENT$213,100C
CENTRAL PA LABORATORY$170,188C
UMCSC EQUITY INVESTMENT$75,000C
QUEST BEHAVIORAL HEALTH$44,335C
CUMBERLAND VALLEY HEALTH NETWORK$100C
FieldValueIRS element (for citing)
Total Book Value Securities$792,842TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
DUE FROM RELATED PARTIES$3,131,211
MISCELLANEOUS ACCOUNTS RECEIVABLE$272,217
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,403,428TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescGIFT ANNUITIESDesc
Amt$30,162Amt
FieldValueIRS element (for citing)
Total Liability$30,162TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationWHEN TAX RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD BE ULTIMATELY SUSTAINED. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS TAKEN ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50 PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE WOULD BE REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING CONSOLIDATED BALANCE SHEETS ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITITES UPON EXAMINATION. INTEREST AND PENALTIES ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS WOULD BE CLASSIFIED AS EXPENSES AGAINST OTHER OPERATING REVENUE IN THE CONSOLIDATED STATEMENTS OF OPERATIONS. AT JUNE 30, 2018 AND 2017, THERE WAS NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CHAMBERSBURG HEALTH SERVICES
785 5TH AVENUECHAMBERSBURGPA17201251515376501C3$19,345OPERATIONS
SUMMIT PHYSICIAN SERVICES
785 5TH AVENUECHAMBERSBURGPA17201251716306501C3$50,019OPERATIONS
CHAMBERSBURG HOSPITAL
112 NORTH SEVENTH STREETCHAMBERSBURGPA17201230465970501C3$458,257OPERATIONS
WAYNESBORO HOSPITAL
501 E MAIN STREETWAYNESBOROPA17268231360854501C3$84,957OPERATIONS
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
KIMBERLY M RZOMP
TREASURER/VP & CFO$56,474$320,017$12,217$69,228$4,122$23,358$7,950$45,050$2,846$16,130$83,609$473,783
PATRICK W O'DONNELL
PRESIDENT$93,453$529,568$29,520$167,280$6,418$36,369$33,660$190,739$7,037$39,878$170,088$963,834
DR ROGER ROBERTSON
DIRECTOR$591,587$27,602$6,731$8,100$16,550$650,570
MICHELE ZEIGLER
VP OF INFORMATION$12,330$234,278$2,623$49,843$1,439$27,345$2,389$45,383$478$9,081$19,259$365,930
BARBARA ROSSINI
VP FOR COMMUNITY REL$31,135$176,431$6,873$38,950$3,167$17,948$3,890$22,044$3,571$20,236$48,636$275,609

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PAGE 1, PART I, LINE 1ATHE OFFICERS RECEIVE AN ALLOWANCE THAT CAN BE CONSIDERED A DISCRETIONARY SPENDING ACCOUNT. TEH MONIES ARE IN LIEU OF AN AUTOMOBILE ALLOWANCE, TO PURCHASE ADDITIONAL LIFE INSURANCE, ETC. THESE MONIES ARE INCLUDED IN COMPENSATION AS REPORTED IN THE COMPENSATION OF OFFICERS TABLE. RESULTS FITNESS CLUB MEMBERSHIP IS AVAILABLE FREE OF CHARGE FOR ANY OFFICER AND ACTIVE BOARD MEMBER.
SCHEDULE J, PAGE 1, PART I, LINE 4KIMBERLY M. RZOMP 0 2,700 0 PATRICK W. O'DONNELL 0 2,700 0 MICHELE ZEIGLER 0 753 0 BARBARA ROSSINI 0 1,940 0
SCHEDULE J, PAGE 1, PART I, LINE 7INCENTIVE COMPENSATION IS BASED ON PRE-DETERMINED, MEASURABLE GOALS APPROVED BY THE BOARD OF DIRECTORS' EXECUTIVE COMPENSATION COMMITTEE. THE MEASURABLE GOALS ARE BASED ON QUALITY, COMMUNITY ACCESS TO CARE, PATIENT SAFETY AND LEADERSHIP.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONSUMMIT HEALTH IS A NOT-FOR-PROFIT, LOCAL AND REGIONAL NETWORK OF HEALTH CARE PROVIDERS COMMITTED TO THE IMPROVEMENT OF THE HEALTH AND WELL-BEING OF THE PEOPLE LIVING IN COMMUNITIES WE SERVE IN FRANKLIN COUNTY AND SURROUNDING AREAS.
FORM 990, PAGE 6, PART VI, LINE 11BPRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 12CMEMBERS ARE ASKED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST THEY MAY HAVE.
FORM 990, PAGE 6, PART VI, LINE 15ATHE COMPENSATION IS DISCUSSED WITH AN INDEPENDENT COMPENSATION COMMITTEE. THIS IS APPROVED IN CONCERT WITH A COMPENSATION CONSULTANT WHO ASSISTS THIS COMMITTEE IN SETTING THE COMPENSATION FOR THESE INDIVIDUALS.
FORM 990, PAGE 6, PART VI, LINE 15BTHE COMPENSATION IS DISCUSSED WITH AN INDEPENDENT COMPENSATION COMMITTEE. THIS IS APPROVED IN CONCERT WITH A COMPENSATION CONSULTANT WHO ASSISTS THIS COMMITTEE IN SETTING THE COMPENSATION FOR THESE INDIVIDUALS.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THESE DOCUMENTS ARE HELD IN THE FINANCE DEPARTMENT OF THE CHAMBERSBURG HOSPITAL.
FORM 990, PART IX, LINE 11GOUTSIDE FEES 0 6,723 0 OTHER PROFESSIONAL SERVICES 0 208,120 0 TOTAL 0 214,843 0
FORM 990, PART XI, LINE 9NET TRANSFERS FROM RELATED PARTIES 140,543 RELEASES FROM RESTRICTION 0 TOTAL 140,543

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
CHAMBERSBURG HOSPITAL
112 NORTH SEVENTH STREETCHAMBERSBURGPA17201230465970HEALTHCAREPA501C33SUMMIT HEAYes (true)
WAYNESBORO HOSPITAL
501 E MAIN STREETWAYNESBOROPA17268231360854HEALTHCAREPA501C33SUMMIT HEAYes (true)
CHAMBERSBURG HEALTH SERVICES
785 5TH AVENUE SUITE 5CHAMBERSBURGPA17201251515376HEALTHCAREPA501C312ASUMMIT HEAYes (true)
SUMMIT PHYSICIAN SERVICES
785 5TH AVENUE SUITE 3CHAMBERSBURGPA17201251716306HEALTHCAREPA501C33SUMMIT HEAYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
WAYNESBORO HOSPITAL
B$84,957CASH
CHAMBERSBURG HOSPITAL
B$458,257CASH
CHAMBERSBURG HEALTH SERVICES
B$19,345CASH
SUMMIT PHYSICIAN SERVICES
B$50,019CASH
CHAMBERSBURG HOSPITAL
S$67,075CASH
CHAMBERSBURG HEALTH SERVICES
R$3,014,764CASH
SUMMIT PHYSICIAN SERVICES
S$3,088,232CASH

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